Tesla (TSLA) is down 50% since hitting its all-time high in December. Now, CEO Elon Musk has pledged to double U.S. production, giving a boost to its stock this morning. Jenny Horne discusses the long road ahead Tesla still needs to take. Kevin Green later joins to talk about the latest tariff developments. He also turns to a Reuters report saying TSMC (TSM) is calling on Nvidia (NVDA) and other chipmakers to take over Intel's (INTC) foundry business.