Tesla Beat Delivery Estimates. Is EV Demand U-Turning?

Episode 284: Today, John and Kaila dive into Tesla’s latest delivery numbers and what they tell us about the broader EV market. Then, we unpack why Brazilian stocks are surging after a surprise first-round election result. Also: has memory supply finally caught up with AI demand? We dig into Micron’s latest numbers. Finally, we spin through two Merger Monday headlines: C.H. Robinson’s buyout of RXO and GE HealthCare’s plan to acquire SOFIE Biosciences. CHAPTERS: 00:00 Are EVs making a comeback? 05:32 Visit Schwab.com/Trading 06:05 Markets Rally on Brazilian Election Results 11:46 The AI Memory Boom 15:58 Market Close 🌐 https://www.brewmarkets.com 💸 Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-markets/subscribe?utm_campaign=evergreen&utm_medium=youtube&utm_source=bm 🔗 Follow Brew Markets on social: Instagram: https://www.instagram.com/brewmarkets TikTok: https://www.tiktok.com/@brewmarkets X: https://www.x.com/brewmarkets Brew Markets Daily is hosted by Hanna Horvath and Dylan Lewis. Production by John Crotteau, Tariq Abdellatif, Avani Laroia and Emily Milliron. The content in this video is accurate as of the posting date. Reruns may feature on-screen sponsorships from prior broadcasts. The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships.