Wall Street Breakfast
Episodes
Tech stocks recover, South Korea grants and Micron's Q3
26 Jun 2024
Contributed by Lukas
Nasdaq, S&P snap 3-day losing streak as Nvidia rebounds (0:28), South Korea to start granting aid to chip manufacturers (3:20), and a Micron Q3 pr...
Pfizer working on new weight-loss drug mechanism
25 Jun 2024
Contributed by Lukas
Weight loss drug candidate will differ from popular GLP-1s. (0:16) Tesla recalls thousands of Cybertrucks. (3:09) Hedge funds keep cashing in on tech....
Boeing shifts to stock deal to acquire Spirit Aerosystems
25 Jun 2024
Contributed by Lukas
Boeing (BA) offers to buy Spirit Aero (SPR) for $35 a share mainly in stock - WSJ. (00:28) Novo Nordisk (NVO) to spend $4.1B to build new plant for ob...
UAE gets ready to roll the dice on casinos
24 Jun 2024
Contributed by Lukas
United Arab Emirates' Marjan Island could rival Macau. (0:16) What can Paolo Maldini tell us about soft landings? (1:49) Disney's 'Inside Out 2' on th...
ByteDance reportedly teams with Broadcom on AI chip
24 Jun 2024
Contributed by Lukas
ByteDance (BDNCE) working with Broadcom (AVGO) on advanced AI chip - report. (00:25) Fast-fashion firm Shein may abandon London IPO - report. (01:16) ...
Inflation data and NIke earnings on the way
23 Jun 2024
Contributed by Lukas
A cool core PCE would put the Fed on the spot to cut in September. (0:18) The Mag 7, the Terrible 3 and the Magnificent 1. (2:14) Nike guidance in foc...
Qualcomm dips following reports of AI laptop struggles
21 Jun 2024
Contributed by Lukas
Qualcomm (QCOM) dips following reports of AI laptop struggles; other chip stocks drop. (00:26) Canada said to be eyeing tariffs on Chinese EVs, follow...
Dell, Super Micro in on xAI supercomputer
20 Jun 2024
Contributed by Lukas
Elon Musk says the duo will provide servers for the supercomputer. (0:16) Housing numbers slump. (2:09) UBS spies small-cap outperformance. (5:38)Show...
Switzerland cuts rates again as Fed holds steady
20 Jun 2024
Contributed by Lukas
Policy divergence: Switzerland cuts interest rates for second time this year. (00:21) Former OpenAI chief scientist Ilya Sutskever unveils new AI comp...
Softer retail sales, rate cuts and tech's top targets
18 Jun 2024
Contributed by Lukas
Nasdaq, S&P, Dow drift after retail sales come in softer than expected (0:35). 2 Fed rate cuts in 2024 and 6 in 2025? (1:47). Nvidia driving thing...
Supreme Court refuses to hear Florida sports betting case
18 Jun 2024
Contributed by Lukas
U.S. Supreme Court refuses to hear challenge to Florida's online sports betting compact. (00:30) Chegg (CHGG) jumps over 9% after announcing headcount...
Social media can be hazardous to your health
17 Jun 2024
Contributed by Lukas
The Surgeon General calls for mental health warning on social media. (0:16) BofA gets more bullish on chips. (2:54) Evercore puts Street-high target o...
Toyota faces shareholder revolt over chairman seat
17 Jun 2024
Contributed by Lukas
Toyota (TM) proxy advisers demand vote against chairman amid scandal. (00:25) Boeing (BA) whistleblower reports to FAA have jumped since 737 incident....
Retail highlights a holiday week
16 Jun 2024
Contributed by Lukas
Retail sales are expected to climb for the first time since January. (0:18) How can you build a rate-agnostic portfolio? (1:34) Deadpool & Wolveri...
EV tariff battle
13 Jun 2024
Contributed by Lukas
China hits back at EU tariff on EVs as Tesla asks for exemption. (0:16) PPI adds to the soft landing picture. (1:42 ) Citi paints bleak picture for oi...
Elon Musk: Tesla shareholders on track to approve pay and Texas move
13 Jun 2024
Contributed by Lukas
Elon Musk: Tesla (TSLA) shareholders vote for CEO pay package, Texas move by 'wide margins'. (00:23) Meta plans to make company leaner, cut down on V...
Stocks jump on cool inflation, steady Fed
12 Jun 2024
Contributed by Lukas
Fed holds rates, now sees just one rate cut in 2024. (2:11) May CPI comes in cooler than expected. (3:26) Nasdaq, S&P rally to new record highs as...
Paramount merger talks with Skydance called off
12 Jun 2024
Contributed by Lukas
Paramount Global (PARA) sinks amid reports Shari Redstone ended talks with Skydance. (00:24) Musk drops lawsuit against OpenAI: report. (01:31) U....
Musk threatens Apple ban
11 Jun 2024
Contributed by Lukas
Elon Musk calls Apple's AI plans a security violation. (0:16) Strategist warns hot CPI could tank risk assets. (1:46) Ford named top auto sector pick....
Apple Intelligence
11 Jun 2024
Contributed by Lukas
Apple (AAPL) unveils new Apple Intelligence, iOS, tvOS at WWDC. (00:24) CVS generics recalled two times more than Walgreens (WBA) generics: report. (0...
AI chip jitters?
10 Jun 2024
Contributed by Lukas
AMD downgraded on limited AI revision potential. (0:15) Goldman still sees two rate cuts, starting September. (2:23) DraftKings named a top pick. (3:...
Five Japanese automakers accused of falsifying safety data
10 Jun 2024
Contributed by Lukas
Japan auto scandal: False test data reminiscent of Dieselgate. (00:26) Tesla (TSLA) won't launch Model Y 'refresh' this year, Musk says. (01:59) Act...
The Fed, CPI and Apple AI
09 Jun 2024
Contributed by Lukas
The Fed's dot plot is key after a strong jobs report. (0:17) Apple's biggest WWDC keynote since the iPhone intro. (5:07) Tesla vote on Musk pay packa...
May jobs report to show more balanced labor market
07 Jun 2024
Contributed by Lukas
May's nonfarm payrolls expected to show a more-balanced labor market. (00:22) Affirm (AFRM) unveils new BNPL payment options to offer more flexibility...
Rate cutting cycle in full swing
06 Jun 2024
Contributed by Lukas
The ECB lowers rates by 25 basis points. (0:23) NIO shares drop post-earning. (2:34) Evercore gets bullish on Carvana. (3:13)Show NotesStocks with the...
Nvidia hits $3T, faces antitrust challenges
06 Jun 2024
Contributed by Lukas
Antitrust police going after Nvidia (NVDA), Microsoft (MSFT) and OpenAI - NYT. (00:24) Amazon (AMZN) unit Zoox expands robotaxi testing to Austin, Mia...
Rave over: FDA shuts down MDMA therapy
05 Jun 2024
Contributed by Lukas
An advisory panel votes against ecstasy treatment for PTSD. (0:16) Services activity picks up. (1:34) You know what they call a Chicken Big Mac in Eur...
PA court cuts Bayer’s Roundup verdict from $2.25B to $400M
05 Jun 2024
Contributed by Lukas
Bayer's (BAYRY) $2.25B Roundup verdict cut to $400M by Pennsylvania judge. (00:23) United Airlines (UAL) expected to cut staffing needs this year as c...
Oil sinks to February lows
04 Jun 2024
Contributed by Lukas
OPEC+ overproduction and demand concerns are hitting crude prices. (0:16) Roaring Kitty getting kicked off of E*Trade? (1:25) Realty Income more bulli...
Microsoft faces complaint over kids’ data rights
04 Jun 2024
Contributed by Lukas
Microsoft (MSFT) faces advocacy group's privacy complaint in Austria over education program. (00:25) Illumina (ILMN) board approves spinoff of GRAIL. ...
AI chip war heats up
03 Jun 2024
Contributed by Lukas
Nvidia, AMD and Arm provide updates on their AI processor plans. (0:16) NYSE trading glitch show Berkshire Hathaway down 99%. (1:45) JPMorgan weighs i...
GameStop surges as Roaring Kitty strikes again
03 Jun 2024
Contributed by Lukas
GameStop surges as Roaring Kitty reveals $116M bet. (00:26) Skydance's latest offer allows Paramount holders to cash out for $15/share - reports. (02:...
Will the labor market keep humming?
02 Jun 2024
Contributed by Lukas
Economists expect that another 185K jobs were added in May. (0:18) Nvidia 10-for-1 stock split on the way. (1:46) A deeper dive into crypto ETFs. (5:3...
Trump Media falls after verdict reached in New York criminal case
31 May 2024
Contributed by Lukas
Trump Media (DJT) drops after verdict reached in New York criminal case. (00:32) OPEC+ considering extending some production cuts into 2025 - report. ...
GDP revised down to 1.3% with weaker consumption
30 May 2024
Contributed by Lukas
Q1 inflation was also revised lower, cheering rate doves. (0:16) Analysts defend Salesforce after first revenue miss since 2006. (2:02) Is the 60/40 p...
Google confirms leak of algorithm documents
30 May 2024
Contributed by Lukas
Google (GOOG) (GOOGL) Search secret algorithm documentation leaked. (00:27) Biden administration throws support behind building large-scale nuclear re...
Cathie Wood invests in Elon Musk's xAI
29 May 2024
Contributed by Lukas
ARK Investment management bets on the AI startup. (0:16) Could Devon Energy hijack ConocoPhillips deal for Marathon? (4:11) Hedge funds at record expo...
ConocoPhillips sets sights on Marathon Oil-report
29 May 2024
Contributed by Lukas
ConocoPhillips (COP) is looking to scoop up Marathon Oil (MRO) - FT. (00:22) Merck (MRK) to buy eye-care startup EyeBio for up to $3B - report. (00:59...
T-Mobile highlights day of deals
28 May 2024
Contributed by Lukas
T-Mobile to buy substantially all of UScellular's wireless operations. (0:16) Consumer confidence snaps losing streak. (2:26) UBS boosts S&P targe...
Hess shareholders set to vote on Chevron deal
28 May 2024
Contributed by Lukas
Hess (HES) shareholders to vote on proposed $53B sale to Chevron (CVX). (00:25) Micron (MU) said to plan new DRAM chip factory in Hiroshima. (01:42) F...
The market's window of inflation
27 May 2024
Contributed by Lukas
Fed Trader Chaim Siegel discusses fundamental and technical bullishness (0:35). CPI perfect numbers, Fed hiking, fighting inflation and bonds (4:00). ...
Here comes the Fed's favorite inflation gauge
26 May 2024
Contributed by Lukas
The core PCE price index for April hits Friday. (0:14) Salesforce, Best Buy and Chewy highlight earnings. (0:55) GameStop cashes in on meme resurgence...
Inflation fuels Burger King, McDonald’s $5 meal showdown
24 May 2024
Contributed by Lukas
Burger King (QSR) to launch $5 value meal to outshine McDonald’s (MCD). (00:30) SEC approves spot ethereum (ETH-USD) ETFs in huge win for crypto wor...
Nvidia soars on strong earnings, guidance, and stock split
23 May 2024
Contributed by Lukas
Nvidia (NVDA) gains as Q1 results, guidance top expectations; announces 10-1 split. (00:31) Live Nation (LYV) sinks 7% on report DOJ antitrust action ...
Australia bans weight loss drug copycats
22 May 2024
Contributed by Lukas
The health ministry cites adverse effects linked to compound versions. (0:16) Target falls on guidance. (2:44) The real AI boom darling (not Nvidia). ...
Deadline looms for BHP’s bid for Anglo American
22 May 2024
Contributed by Lukas
BHP has hours left to make binding takeover bid for Anglo American (NGLOY). (00:28) XP Power (XPPLF) rejects Advanced Energy's (AEIS) takeover proposa...
Comcast enters streaming bundle race
21 May 2024
Contributed by Lukas
StreamSaver will cost $15/month for Peacock, Netflix and AppleTV+. (0:16) The SEC could do a 180 on an ether ETF. (1:33) Next stop Dow 60,000 and S&am...
U.S probes ArcelorMittal’s claim of patent violation by Vinfast
21 May 2024
Contributed by Lukas
U.S. launches probe of ArcelorMittal (MT) complaint over aluminum patent violation. (00:31) China's Li Auto (LI) postpones all-electric SUV launch. (0...
Target cutting prices on 5,000 items
20 May 2024
Contributed by Lukas
Thousands of items will see everyday price cuts through the summer. (0:16) One of Wall Street's biggest bears waves the white flag. (2:03) Endless shr...
Oil on watch as Iranian president dies, Saudi king treated
20 May 2024
Contributed by Lukas
Oil on watch as Iran president's death confirmed; Saudi king treated for lung infection. (00:28) China sanctions Boeing (BA) unit, two other U.S. defe...
Big week for AI as Nvidia reports
19 May 2024
Contributed by Lukas
Analysts generally expect another boost in guidance from Nvidia. (0:17) Big win for banks in capital requirement plans? (3:57) UBS picks its favorite ...
Where Fed is likely to go and what that means for equities
18 May 2024
Contributed by Lukas
Michael Kramer discusses market divergences, interest rates and inflation (0:30). How many rate cuts will we see this year? (6:20) Bleak 2024 earnings...
Reddit surges on OpenAI partnership
17 May 2024
Contributed by Lukas
Reddit (RDDT) surges following OpenAI partnership. (00:38) China announces major rescue measures for housing market. (01:25) Cracker Barrel (CBRL) sla...
AT&T strikes deal with AST SpaceMobile
16 May 2024
Contributed by Lukas
AT&T (T) goes up against Elon Musk's Starlink with AST SpaceMobile (ASTS) deal. (00:24) China's NIO changing its global strategy as U.S., EU tarif...
Inflation eases back
15 May 2024
Contributed by Lukas
April CPI comes in as expected. (0:16) Netflix gets Christmas football. (3:08) Goldman screens for best option plays. (5:11)Show NotesCathie Wood se...
Comcast unveils StreamSaver bundle
15 May 2024
Contributed by Lukas
Comcast (CMCSA) reveals its own streaming bundle of Peacock, Netflix, Apple TV at deep discount. (00:23) Kenvue (KVUE) prices secondary stock offering...
Meme trade day 2: Huge swings and trading halts
14 May 2024
Contributed by Lukas
AMC cashes in with equity offering as the meme rollercoaster continues. (0:16) Powell adamant policy is restrictive. (2:07) PPI comes in hot but revis...
Wegovy patients maintain weight loss over four years
14 May 2024
Contributed by Lukas
Novo Nordisk: Patients on Wegovy maintain weight loss over four years. (00:24) Walmart to cut corporate jobs, relocate staff - WSJ. (01:28) Uber buy...
Meme stock vibes return as GameStop soars
13 May 2024
Contributed by Lukas
Roaring Kitty tweets and GameStop is off to the races. (0:16) Consumer expecting stickier inflation ahead. (2:15) The best pain trades for bulls and b...
Arm forges ahead in AI chip development - report
13 May 2024
Contributed by Lukas
Arm Holdings said to eye AI chip launch next year in major SoftBank bet. (00:24) United Auto Workers faces key vote among Mercedes workers in Alabama....
April CPI and Walmart earnings in spotlight
12 May 2024
Contributed by Lukas
CPI shelter costs will be closely watched by the Fed. (0:17) Walmart reports results as consumers stumble. (1:58) OpenAI expected to debut Google sear...
Will inflation be larger than we think?
11 May 2024
Contributed by Lukas
AI data center spending boom and the end of US exceptionalism (0:20). Why everyone should own gold miner stocks (2:40). Is the Fed handling inflation?...
U.S. to impose tariffs on Chinese EVs - report
10 May 2024
Contributed by Lukas
New tariffs on Chinese EVs, other sectors expected next week - report. (00:25) OpenAI to unveil Google (GOOG) (GOOGL) search rival next week - report....
CBS, Paramount Plus could be up for sale
09 May 2024
Contributed by Lukas
Sony and Apollo group would shed a number of Paramount assets if their bid is successful. (0:16) Roblox tumbles on weak booking forecast. (3:07) Manha...
Disney, Warner Bros. to bundle streaming services
09 May 2024
Contributed by Lukas
Disney (DIS) and Warner Bros. (WBD) unveil streaming bundle, similar to cable TV package. (00:22) General Motors (GM) saying goodbye to Malibu to incr...
U.S. reportedly restricts Qualcomm, Intel over Huawei supply
08 May 2024
Contributed by Lukas
Biden administration reportedly revokes export licenses to supply Huawei with chips. (00:24) Reddit (RDDT) delivers profitable quarter on an adjusted ...
Apple goes big on iPads
07 May 2024
Contributed by Lukas
Tim Cook calls it the biggest iPad day since its introduction. (0:16) Disney sinks on revenue miss. (2:17) Reasons not to sell in May. (4:45)Show Note...
Lucid retreats as Q1 disappoints
07 May 2024
Contributed by Lukas
Lucid (LCID) erases intraday gains on downbeat Q1 results. (00:24) Japan may intervene if yen (USD:JPY) fluctuates excessively, top forex official war...
Musk says Buffett should buy Tesla stock
06 May 2024
Contributed by Lukas
Elon Musk says Berkshire should take Tesla stake after trimming Apple. (0:16) Robinhood Crypto gets SEC Wells Notice. (1:41) iPhone takes top 4 spots ...
Boeing’s Starliner poised for first crewed mission
06 May 2024
Contributed by Lukas
Up, up and away: Space investment in focus as Boeing's Starliner (BA) gets ready for blastoff. (00:26) Perficient Inc. (PRFT) to be acquired by EQT fo...
Disney earnings, Apple event highlight week
05 May 2024
Contributed by Lukas
Focus returns to Disney numbers, streaming after proxy battle. (0:18) First iPad update in 18 months expected. (1:59) Warren Buffett's Q&A. (2:45)...
Dave & Buster’s plans online arcade betting
03 May 2024
Contributed by Lukas
Dave & Buster's (PLAY) arcade game betting venture sparks youth gambling concerns. (00:25) Rivian (RIVN) lands $827M in state funding to help expa...
Peloton cycles through CEO
02 May 2024
Contributed by Lukas
Peloton also announces layoffs, but shares fall post-earnings. (0:16) Novo Nordisk faces weight-loss drug price competition. (2:20) Second Boeing whis...
FTC reportedly set to approve Exxon-Pioneer deal
02 May 2024
Contributed by Lukas
Exxon (XOM) set to win FTC OK for Pioneer (PXD) deal, but without Sheffield on board - report. (00:24) Carvana (CVNA) shorts to be potentially put to ...
Fed takes a dovish turn
01 May 2024
Contributed by Lukas
Chairman Powell still looking for a cut as next move. (0:18) Stocks lose their Fed bounce, but yields slide. (0:38) CVS hits 52-week low. (3:39)Show N...
Starbucks disappoints
01 May 2024
Contributed by Lukas
Coffee jolt: Starbucks (SBUX) drops to 52-week low after full-year guidance slash. (00:24) Cruise operator Viking (VIK) prices IPO at $24 a share, nea...
DEA to reclassify marijuana as a less dangerous drug
30 Apr 2024
Contributed by Lukas
The reported move falls short of legalizing recreation pot use. (0:16) Eli Lilly boosts outlook on weight loss drug performance. (1:01) Wage inflation...
NBC pitches $2.5B a year for NBA TV rights
30 Apr 2024
Contributed by Lukas
NBC (CMCSA) pitches paying $2.5B a year for NBA TV rights to edge out Warner Bros' (WBD) TNT. (00:30) FCC fines U.S. wireless carriers nearly $200M fo...
This may be the best time to pick stocks
29 Apr 2024
Contributed by Lukas
The market may not be as tethered to the Fed as people think. (0:16) The yen's free fall prompts intervention to support it. (1:40) Apple gets an upgr...
Philips settles ventilator recall lawsuits
29 Apr 2024
Contributed by Lukas
Philips (PHG) to pay $1.1B to settle U.S. litigation over recalled sleep apnea devices. (00:26) Turkey in talks with Exxon (XOM) over multibillion dol...
Fed, jobs report ahead as Apple, Amazon report
28 Apr 2024
Contributed by Lukas
Traders will be looking for any hints to the timing of rate cuts. (0:17) Apple and Amazon lead the earnings parade. (2:06) Elon Musk makes surprise vi...
T-bills, gold and macro volatility
27 Apr 2024
Contributed by Lukas
Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks p...
Snap soars on surprise profit beat, strong revenue forecast
26 Apr 2024
Contributed by Lukas
Snap sees up to 18% revenue growth in current quarter, stock rockets. (00:24) Alphabet (GOOG) (GOOGL) jumps as YouTube, search drive easy revenue beat...
Weak GDP raises stagflation debate
25 Apr 2024
Contributed by Lukas
GDP +1.6%, the slowest pace in 2 years, as inflation came in hot. (0:16) Wall Street rushes to defend Meta stock. (3:33) Biggest oil ETF sees biggest...
Nvidia to acquire two Israeli AI startups
25 Apr 2024
Contributed by Lukas
Nvidia (NVDA) to buy two Israeli startups aiming to run AI models more cheaply. (00:25) META earnings call: More spending on AI ahead before payoff. (...
Boeing cites safety progress as loss narrows
24 Apr 2024
Contributed by Lukas
Boeing topped estimates on the top and bottom lines. (0:16) AT&T reaffirms guidance. (1:46) Iron ore futures hit highest level in 7 weeks. (3:53) ...
Google delays phaseout of third-party cookies
24 Apr 2024
Contributed by Lukas
Google (GOOG) (GOOGL) delays phaseout of third-party cookies in Chrome yet again. (00:26) Tesla (TSLA) rallies after pointing to its upcoming affordab...
California vs airport security line jumping
23 Apr 2024
Contributed by Lukas
State Senator's bill would ban Clear Secure from security areas across the state. (0:16) GM handily beats earnings forecasts. (2:33) Apple sets specia...
UnitedHealth confirms personal data compromised in cyberattack
23 Apr 2024
Contributed by Lukas
UnitedHealth (UNH) confirms personal data compromised in cyberattack. (00:28) China reportedly bought Nvidia (NVDA) AI chips embedded in Super Micro (...
Tech trade tide turning?
22 Apr 2024
Contributed by Lukas
UBS downgrades Apple, Amazon, Google, Meta, Microsoft and Nvidia. (0:16) Five risks to the $2 trillion private credit market. (1:55) Expect 13 new wei...
Tesla’s weekend moves: price cuts, pressures precede earnings
22 Apr 2024
Contributed by Lukas
Tesla (TSLA) price cuts go global; cost of Full Self-Driving slashed by a third. (00:26) Salesforce's (CRM) talks to acquire Informatica (INFA) flame ...
Tesla, Meta, Microsoft, Alphabet lead big earnings week
21 Apr 2024
Contributed by Lukas
Four of the Magnificent 7 headline a busy earnings week. (0:19) Investors get first look at Q1 GDP. (2:46) House passes $95 billion aid and security p...
Netflix dips, plans to stop reporting subscribers
19 Apr 2024
Contributed by Lukas
Oil gives back gains after latest Mideast worries. (00:27) Netflix (NFLX) dips despite beating subscriber, financial forecasts with double-digit growt...
Air Caitlin Clark?
18 Apr 2024
Contributed by Lukas
Nike closing in on new deal with Iowa star, including signature shoe. (0:16) Philly Fed manufacturing highest since April '22 (1:39) Deutsche Bank cri...
TikTok divestment bill on potential fast track
18 Apr 2024
Contributed by Lukas
Snapchat (SNAP) surges as TikTok (BDNCE) bill on potential fast track through Congress. (00:23) Micron (MU) to get $6.1B grant from U.S. for local chi...
Lilly weight loss drug succeeds in sleep apnea trial
17 Apr 2024
Contributed by Lukas
Zepbound sees positive outcomes in Phase 3 clinical trials for sleep disorder. (0:16) Walmart teams up with Jessica Simpson. (3:25) Cathie Wood's flag...
Fed’s restrictive policy needs more time to work
17 Apr 2024
Contributed by Lukas
Federal Reserve's restrictive policy needs more time to work, Jerome Powell says. (00:28) Theft Auto publisher Take-Two Interactive to lay off 5% of w...
Bond bulls and dollar bears in hibernation
16 Apr 2024
Contributed by Lukas
10-year Treasury yield nearing a full point rise for 2024. (0:16) UnitedHealth rallies on solid results. (2:19) Fund managers are so bullish it might ...
Live Nation reportedly faces antitrust lawsuit, shares drop
16 Apr 2024
Contributed by Lukas
Live Nation (LYV) drops on reports Justice Dept. may file antitrust lawsuit next month. (00:32) U.S. government expected to award all CHIPS Act grants...
Goldman Sachs posts strong numbers
15 Apr 2024
Contributed by Lukas
Goldman's global banking and markets business rebounds in latest quarter. (0:15) Retail sales in March trounce expectations. (2:03) Tesla confirms it ...