Tesla's (TSLA) China-made EV sales fell 4% year-over-year in August, something Jenny Horne says puts its future growth story in perspective. She talks about rising competition from companies like BYD Co. (BYDDY) giving Tesla a tougher time on making international sales. On the IPO front, Jenny talks about Klarna and its efforts to raise another $1.27 billion for its long-awaited public debut. The fintech company currently seeks a valuation of at least $14 billion.