david welch, - with them. 0k, great insides there. david welch, detroit | there.g news, thank forjoining us. —— insights. thank you. meanwhile on the republican side, donald trump has claimed a fifth—consecutive victory over former south carolina governor nikki haley. currently, mrtrump has about 66% —— 67% of the vote, while ms haley is receiving about 29%, with about 20% of votes counted. mr trump has largely ignored haley in the days since, and did not appear publicly in michigan today. instead he took to social media, showing off new polling data that suggests he holds a slight advantage over president biden in november's general election, including in michigan. with the vote count ongoing, nikki haley's campaign released a statement, saying: michigan has long been a battleground state in the general election. the state had voted for democrats in six consecutive presidential elections — part of the "blue wall" from 1992 to 2012 when voters there gave president 0bama a win. but in 2016, mr trump won the state byjust under 11,000 votes. in 2018, during the midte

joining me now is david welch, detroit bureau chief at bloomberg. no surprise there, david, but in terms of the votes that have so far been counted, they in line with what you would have expected the breakdown between donald trump and nikki haley and the uncommitted votes the democratic side? the and the uncommitted votes the democratic side?— democratic side? the fact that donald trump _ democratic side? the fact that donald trump has _ democratic side? the fact that donald trump has been - democratic side? the fact that l donald trump has been leading joe biden in the pulses he has pretty broad support in the state so i would expect him to beat haley because he is doing that everywhere else. he has a pretty good base of popularity here. the biden result, in some ways, not surprising, because the listen to mr duggan campaign was pretty good at what they were doing, and have been very vocal here about the war in gaza and the backing of israel by biden. —— listen to michigan. more than 40,000 people voted uncommitted. so trump will do pretty well in m

bloomberg's david welch joins us for more. ack of tax incentives, what is it? david: all of it. there is one ev on the market that sells for under $40,000, it is the nissan, with 200 miles of range. everything else is pretty pricey, and the luxury buyers, they are full on their ev's and at this point, they are not buying that many to fill the garage. and we are trying to reach the last market, which is difficult because the charging infrastructure is not there. people are pretty happy with their gasoline powered vehicles. you have got to give them a reason to trade up. we just are not seen it yet, and that puts a lot of these companies looser on revenue and in a tough spot. the forecast this year is 66,000 vehicles for rividia, 60,000 vehicles is tiny in terms of a margin of profitability. jonathan: some manufacturers are leaning towards hybrids. general motors has been reluctant to do that. they think that ev;s are going to take off and that will be the right place and time. you get a sense that maybe that has changed the last

sonali: david welch, we thank you for your time. let's welcome back ann berry, threadneedle partner and founder. how do you view the tesla conundrum? have you found yourself redefining what the magnificent seven needs to look like? ann: elon needs to refocus full support if you look at what tesla has you can pitche in a short -- accomplished in a short time it is extraordinary. no one is going to gm saying you need ai strategy. if you on is going to use that, the hook -- if you want is going to use that is the -- if elon is going to use that as the hook, he has got a focus on doing that. sonali: we have spent time talking about the magnificent seven and the gains it has created. what about outside that? what are the most compelling opportunities, and how granular do you have to get? do you have to find the beach and- -- beaten-down and chose to get back on top? ann: a lot of the beaten-down angels deserve to be beaten-down and it reflects how high they flew close to the sun. i think there are some names that are fundamentally high-