Sept. 11, 2025 | Hyundai-LG workers head back to South Korea; TD Cowen’s Itay Michaeli

Hyundai and LG workers are traveling back to South Korea despite an overture from President Trump to stay. Analysts say Tesla drivers are defecting to legacy brands in big numbers. Plus, TD Cowen’s Itay Michaeli talks about how well the auto industry is adapting to tariffs.