L'intérêt à découvert pour Ford Motor donne aux investisseurs une idée du degré auquel les investisseurs parient sur la baisse de l'action de Ford Motor. Les données sur l'intérêt à découvert sont mises à jour toutes les deux semaines.

Ford Motor (NYSE:F) Stock, Rapport sur les intérêts à découvert

Ford Motor

Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands. In March 2022, the company announced that it will run its combustion engine business, Ford Blue, and its BEV business, Ford Model e, as separate businesses but still all under Ford Motor. The company has nearly 13% market share in the United States, about 10% share in the UK, and under 2% share in China including unconsolidated affiliates. Sales in the US made up about 68% of 2024 total company revenue. Ford has about 171,000 employees, including about 56,500 UAW employees, and is based in Dearborn, Michigan.

News

STLA

Reuters Cites Letter Saying U.S. Tells Automakers They Face No Fuel Economy Penalties Beginning With 2022 Model Year Under New Law

<a href="https://www.reuters.com/business/autos-transportation/ford-recalls-over-694000-us-vehicles-over-fire-risk-2025-07-16/#:~:text=July%2016%20(Reuters)%20%2D%20Ford,following%20a%20year%2Dlong%20investigation">https://www.reuters.com/business/autos-transportation/ford-recalls-over-694000-us-vehicles-over-fire-risk-2025-07-16/#:~:text=July%2016%20(Reuters)%20%2D%20Ford,following%20a%20year%2Dlong%20investigation</a>
July 16 (Reuters) - Ford <a href="https://www.reuters.com/markets/companies/F.N">(F.N), opens new tab</a> is recalling 694,271 crossover SUVs in the United States due to a fuel leak issue that could increase the risk of a fire, the U.S. National Highway Traffic Safety Administration said on Wednesday, following a year-long investigation.
The NHTSA said fuel injectors in affected vehicles may crack, causing fuel to leak into the engine compartment and potentially ignite. Drivers may notice a strong fuel smell inside or outside the vehicle, dashboard warnings, smoke, or visible flames.
The recall covers certain 2021–2024 Bronco Sport and 2020–2022 Escape models equipped with 1.5-litre engines. The NHTSA estimates that 0.3% of recalled vehicles may have the defect.

'Ford Recalls Over 694,000 SUVs In U.S. After Year-Long Fuel Leak Probe' - Reuters News

Barclays analyst Dan Levy maintains Ford Motor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) with a Equal-Weight and raises the price target from $9 to $11.

Price Target

Analyst Ratings

Barclays Maintains Equal-Weight on Ford Motor, Raises Price Target to $11

General

Ford Announces Field Service Action For Fuel Injectors, Estimates Field Service Action Cost At $570M

Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) plans on introducing more affordable EVs and electrified vehicles in its lineup as President Donald Trump curbs EV-related incentives in the U.S.
Check out the current price of <a href="https://benzinga.com/quote/f">F</a> stock here.
What Happened: "When it comes to affordability, we have to compete. Not just in our industry but on a global scale as well." Bob Holycross, Ford's chief sustainability, environment and safety officer, told Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-07-15/ford-promises-more-affordable-ev-models?srnd=phx-industries-transportation">on</a> Tuesday.
Holycross said that if Ford needed a more significant majority in the EV sector, the company would need to introduce more affordable EVs and electrified vehicles to its range.
He also shared that Ford is planning on introducing more Hybrid models in its lineup. Engineers at Ford are also working towards testing range-extended EVs, the report suggested. Range-extended EVs are electric vehicles that have a gasoline unit built in solely to help boost driveable range.
Ford's cheapest EV retails for $38,000, which is 22% more affordable than the standard price customers pay to buy cars in the U.S., the report suggests.
Why It Matters: The news comes following earlier reports that the Detroit-based automaker was working on an <a href="https://www.benzinga.com/markets/tech/25/06/46020713/ford-says-upcoming-budget-ev-platform-will-rival-chinese-ev-prices-report">affordable EV platform</a> to compete against the Chinese rivals.
However, as Trump axed the <a href="https://www.benzinga.com/markets/tech/25/07/46289556/trumps-tax-bill-axes-the-7500-ev-credit-heres-how-you-can-still-claim-it">$7,500 Federal EV Credit</a> in the U.S., Ford's F-150 Lightning EV pickup truck will become more expensive after the <a href="https://www.benzinga.com/markets/tech/25/07/46270052/as-trumps-big-beautiful-bill-is-signed-into-law-these-evs-from-tesla-gm-and-ford-will-become-more-expensive">September 30 deadline</a>.
Ford sales also <a href="https://www.benzinga.com/markets/tech/25/07/46213625/ford-sales-surge-14-2-in-q2-beating-market-estimates-but-ev-sales-decline-31">surged 14.2%</a> in Q2, which beat market expectations as the company said it sold 612,095 units in the second quarter of the year. The company also announced it would go ahead with its <a href="https://www.benzinga.com/markets/tech/25/06/46074112/ford-to-proceed-with-3-billion-battery-plant-despite-potential-tax-incentive-loss-under-trumps-budget-plan-we-stick-behind-our-investments">plans to invest $3B</a> in the company's Michigan battery plant despite potential tax incentive loss.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="202" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16024526/F-JUL-16-2025-1024x202.jpg" alt="" class="wp-image-987183" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16024526/F-JUL-16-2025-1024x202.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16024526/F-JUL-16-2025-300x59.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16024526/F-JUL-16-2025-768x151.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16024526/F-JUL-16-2025-1536x303.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/16024526/F-JUL-16-2025.jpg 1563w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Ford offers Satisfactory Momentum and Growth, while scoring well on the Growth and Value metrics. For more such insights, sign up for <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Benzinga Edge Stock Rankings</a> today!
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46434613/elon-musks-tesla-could-face-stricter-oversight-as-trumps-nhtsa-pick-targets-autonomous-driving-cannot-sit-back">Elon Musk&#8217;s Tesla Could Face Stricter Oversight As Trump&#8217;s NHTSA Pick Targets Autonomous Driving: &#8216;Cannot Sit Back&#8217;</a></li>
</ul>
Photo courtesy: Tada Images / Shutterstock.com

Tech

Ford Responds To Trump's EV Policy Shift With Push For Affordable Electric Models

TSLA

Reuters Cites Written Testimony Saying Trump Administration Nominee To Head U.S. Auto Safety Agency Says Regulators "Cannot Sit Back And Wait For Problems To Arise" With Self-Driving Cars

Rivian Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) ownership looks different going forward as <a href="https://www.benzinga.com/news/21/11/24042127/5-things-you-might-not-know-about-rivian-founder-rj-scaringe">the company's founder </a>RJ Scaringe had to transfer part of his stake in the electric vehicle company as part of a divorce settlement.
What Happened: Ahead of the<a href="https://www.benzinga.com/news/24/07/39911412/rivian-reports-well-over-100k-r2-reservations-ahead-of-2026-launch"> highly anticipated launch</a> of the R2 vehicle for Rivian, the company's CEO has transferred around four million shares and six million options in the company's stock to his ex-wife Meagan Scaringe.
The transfer was reported in a regulatory <a href="https://www.sec.gov/Archives/edgar/data/1891517/000189151725000003/xslF345X05/wk-form4_1752271215.xml">filing</a>, as shared by <a href="https://techcrunch.com/2025/07/14/rivian-ceo-rj-scaringes-voting-control-slips-following-divorce-settlement/">TechCrunch</a>. Based on current values, the stock and options sent to his ex-wife are worth around $130 million.
Scaringe owned over 15 million shares of Rivian Class A stock back in April, alongside around 8 million Class B voting shares.
With the transfer of stock and options, Scaringe now owns around 2% of the electric vehicle company and has around 4% of voting power in the company. This marks the lowest voting power Scaringe has had in the company since it went public in 2021.
Scaringe's voting power was 7.6% earlier this year and was over 9% back in 2022.
"RJ and Meagan finalized their divorce. They will continue to prioritize co-parenting their children," a Rivian spokesperson told TechCrunch.
As Scaringe's ownership stake falls, Volkswagen is now one of the largest shareholders in the company, thanks to a joint venture. Volkswagen owns 12.3% of Rivian, according to the report. Early investor and partner Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) owns 14.2% of the company and has the most significant voting power at 13.3%.
Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), which was <a href="https://www.benzinga.com/news/21/11/23960068/how-ford-beat-gm-to-an-investment-in-rivian">previously a large shareholder</a> in Rivian, has mostly sold its stake in the company.
While Scaringe's voting power in the company has decreased, the fact that he owned 9.2% in 2022, after the company's IPO, is significantly smaller than the voting power many CEOs who are founders in their companies have.
Scaringe's stake in the company could rise in the future if he exercises options and restricted stock units.
The Scaringes were married in 2014, five years after Scaringe founded Rivian.
Are you buying when the CEOs of the Magnificent 7 are selling?
<ul class="wp-block-list">
<li>Stay in the know with our Insider Trades page — <a href="https://www.benzinga.com/sec/insider-trades/">see when leaders like Mark Zuckerberg, Elon Musk, and Jensen Huang are offloading their own shares.</a></li>
</ul>
Why It's Important: The divorces of company CEOs and co-founders typically have no material impact on the business, but can affect the ownership structure and control going forward.
Scaringe's lower ownership stake and voting power could, of course, become a factor down the road if any company approached Rivian as an acquisition target.
Until then, Scaringe&#8217;s ownership will decrease as a result of a divorce, similar to what has happened to other company founders, such as Jeff Bezos (Amazon) and Bill Gates (Microsoft).
In 2019, Bezos and MacKenzie Scott were divorced. The break-up saw Scott<a href="https://www.benzinga.com/news/entertainment/25/06/46107000/jeff-bezos-first-marriage-ended-in-a-38-billion-divorce-now-as-the-amazon-founder-plans-to-marry-lauren-sanchez-hes-reportedly-ring-fencing-his-233-billion-fortune"> receive 400 million shares</a> in Amazon, lowering the stake of the company's founder. Scott has sold portions of her Amazon stake over the years to help fund philanthropic efforts.
Bezos, who serves as Executive Chairman of Amazon, has also<a href="https://www.benzinga.com/markets/large-cap/25/07/46212089/jeff-bezos-sells-737-million-worth-of-amazon-stock-just-days-after-lavish-venetian-wedding"> been selling portions</a> of his Amazon stock in recent months.
Another highly publicized divorce, given the wealth of the parties involved, was the 2021 divorce of Bill Gates and Melinda French Gates. The divorce resulted in Melinda receiving a portion of the Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) stock owned by her husband.
A portion of Gates' ownership in Microsoft was also transferred to the Gates Foundation, the philanthropic organization co-founded by the former partners.
Melinda also received portions of stock owned by Cascade Investments, the investment portfolio owned by Gates. This included<a href="https://www.benzinga.com/news/21/05/21041886/divorce-asset-split-starts-melinda-gates-now-owns-stakes-in-these-4-stocks"> stock in companies </a>like AutoNation, Canadian National Railway, Grupo Televisa and Coca-Cola Femsa.
RIVN Price Action: Rivian stock is down 0.5% to $12.69 on Tuesday versus a 52-week trading range of $9.50 to $18.49. Rivian stock is down 4.2% year-to-date in 2025.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/earnings/25/05/45236756/rivian-q1-earnings-double-beat-record-gross-profit-delivery-estimates-lowered-on-tariff-concerns">Rivian Q1 Earnings: Double Beat, Record Gross Profit, Delivery Estimates Lowered On Tariff Concerns</a></li>
</ul>
Photo: Shutterstock

Management

Trading Ideas

AMZN

MSFT

RIVN

Rivian CEO Joins Bezos & Gates Divorce Club—Voting Power Slashed Before R2 Debut

9 analysts have expressed a variety of opinions on Ford Motor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) over the past quarter, offering a diverse set of opinions from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">7</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">1</td>
<td align="right">5</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $10.5, a high estimate of $14.00, and a low estimate of $8.50. This upward trend is apparent, with the current average reflecting a 5.0% increase from the previous average price target of $10.00.
<img src="https://www.benzinga.com/files/images/story/2025/1752526839_0.png" alt="price target chart" />
<h2>Interpreting Analyst Ratings: A Closer Look</h2>
The perception of Ford Motor by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Joseph Spak</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$11.00</td>
<td>$9.00</td>
</tr>
<tr>
<td>Alexander Potter</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Neutral</td>
<td>$9.00</td>
<td>$8.50</td>
</tr>
<tr>
<td>Michael Ward</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$11.00</td>
<td>$10.00</td>
</tr>
<tr>
<td>Dan Levy</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$9.00</td>
<td>$8.00</td>
</tr>
<tr>
<td>Mark Delaney</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$10.00</td>
<td>$9.00</td>
</tr>
<tr>
<td>Alexander Potter</td>
<td>Piper Sandler</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$8.50</td>
<td>$9.00</td>
</tr>
<tr>
<td>Ryan Brinkman</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Overweight</td>
<td>$12.00</td>
<td>$11.00</td>
</tr>
<tr>
<td>Michael Ward</td>
<td>Citigroup</td>
<td>Announces</td>
<td>Neutral</td>
<td>$10.00</td>
<td>-</td>
</tr>
<tr>
<td>John Murphy</td>
<td>B of A Securities</td>
<td>Lowers</td>
<td>Buy</td>
<td>$14.00</td>
<td>$15.50</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Ford Motor. This information offers a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Ford Motor compared to the broader market.</li>
<li>Price Targets: Analysts provide insights into price targets, offering estimates for the future value of Ford Motor's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Ford Motor's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/F/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Ford Motor analyst ratings.</a>
<h2>About Ford Motor</h2>
Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands. In March 2022, the company announced that it will run its combustion engine business, Ford Blue, and its BEV business, Ford Model e, as separate businesses but still all under Ford Motor. The company has nearly 13% market share in the United States, about 10% share in the UK, and under 2% share in China including unconsolidated affiliates. Sales in the US made up about 68% of 2024 total company revenue. Ford has about 171,000 employees, including about 56,500 UAW employees, and is based in Dearborn, Michigan.
<h3>Key Indicators: Ford Motor's Financial Health</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Decline in Revenue: Over the 3M period, Ford Motor faced challenges, resulting in a decline of approximately -4.95% in revenue growth as of 31 March, 2025. This signifies a reduction in the company's top-line earnings. When compared to others in the Consumer Discretionary sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Ford Motor's net margin excels beyond industry benchmarks, reaching 1.16%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Ford Motor's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 1.05%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): Ford Motor's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 0.17%, the company showcases efficient use of assets and strong financial health.
Debt Management: Ford Motor's debt-to-equity ratio is notably higher than the industry average. With a ratio of 3.53, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
<h2>The Basics of Analyst Ratings</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.
Which Stocks Are Analysts Recommending Now?
Benzinga Edge gives you instant access to all major analyst upgrades, downgrades, and price targets. Sort by accuracy, upside potential, and more. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=be8be9arja3be22bz21&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here to stay ahead of the market</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Breaking Down Ford Motor: 9 Analysts Share Their Views

Lucid Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) stock has faced significant headwinds, <a href="https://www.benzinga.com/topic/lucid-motors">plunging over</a> 24% year-to-date. This decline is largely attributed to a confluence of factors impacting the broader electric vehicle (EV) market, compounded by specific concerns related to the Trump administration&#8217;s potential tariff policies and the revocation of EV subsidies.
As a U.S. EV maker, Lucid primarily generates revenue through direct sales of its luxury electric vehicles, including the Lucid Air sedan and the Gravity SUV, sold online and through its Lucid Studios. 
The company operates in a highly competitive landscape, directly vying for market share with established players like Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), as well as other EV startups such as Rivian (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>), NIO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>), and XPeng (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), all of whom are focused on the high-performance luxury EV segment.
Also Read: <a href="https://www.benzinga.com/markets/commodities/25/06/45774621/lucid-strikes-deal-to-use-us-sourced-graphite-in-future-evs-starting-2028" target="_blank" rel="noreferrer noopener">Lucid Strikes Deal To Use US-Sourced Graphite In Future EVs Starting 2028</a>
The overall EV market has experienced a slowdown in sales growth, particularly in key markets like the U.S. and China, where economic uncertainty and rising prices have dampened consumer demand. 
This has led many automakers, especially in China, to resort to price cuts to boost sales, intensifying competition and subsequently <a href="https://www.benzinga.com/markets/emerging-markets/24/12/42700628/chinas-ev-price-wars-hit-auto-profits-smaller-players-struggle-as-margins-shrink">squeezing profit</a> margins across the industry. 
Even market leader Tesla has not been immune, with its stock down over 22% year-to-date, grappling with production delays, further price cuts, and lingering questions surrounding its self-driving technology. 
Moreover, Elon Musk&#8217;s reported plan to launch a new U.S. political party has raised concerns among investors about his undivided focus on Tesla&#8217;s future amidst falling sales.
Adding to the pressure, investors have become more cautious, shifting away from high-growth sectors like EVs due to rising interest rates and market volatility, now perceiving them as riskier investments. 
Meanwhile, traditional automakers are rapidly scaling up their EV production, further heightening competition and putting immense pressure on smaller, newer players like Lucid. 
The challenges are amplified by rising raw material costs, persistent supply chain issues, and inadequate charging infrastructure, all of which contribute to making EVs less affordable and hindering widespread adoption.
In response to these market dynamics and specifically, concerns over the potential re-imposition of tariffs under the Trump administration, Lucid is offering <a href="https://www.benzinga.com/tech/25/05/45311264/tesla-rival-lucid-offers-over-20000-discount-on-air-sedan-amid-auto-tariff-impact">discounts of up to $20,000</a> on its Air sedan this May. 
The company anticipates that such Trump-era tariffs could significantly impact its margins, potentially reducing them by 8–15%.
Looking ahead, Lucid has strategic plans for expansion, including entering the midsize EV market in 2026. The company aims to produce 20,000 vehicles by the end of the year and has raised over $1 billion through convertible senior notes to support its ambitious expansion initiatives. 
In a notable move, Lucid acquired assets and hired over 300 former employees from the bankrupt EV trucking startup Nikola Corp through an auction in April. 
Further demonstrating its future product roadmap, Lucid announced on February 26 its intention to <a href="https://www.benzinga.com/tech/25/02/43970188/lucid-prepares-to-launch-affordable-evs-first-midsize-model-could-be-unveiled-as-early-as-this-year-to-take-on-elon-musks-tesla">unveil three midsize EVs</a> later this year or early next year, with production slated to commence in 2026.
These new models, with starting prices around $48,000, are strategically positioned to directly compete with Tesla&#8217;s popular Model Y and Model 3. 
Lucid has already completed advanced engineering on two of these midsize vehicles and is progressing into their development and industrialization phases, seeing this new lineup as crucial for boosting deliveries, expanding its market reach, and fulfilling a portion of its significant fleet deal with Saudi Arabia.
Latest Key Metrics and Quarterly Results
Lucid&#8217;s production increased to <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46235023/lucid-reports-q2-production-delivery-numbers-shares-stall">3,863 vehicles</a> in the second quarter, up from 2,212 in the first quarter of 2025. Deliveries also saw a rise to 3,309 vehicles from 3,109 in the previous quarter, although this figure fell short of Reuters&#8217; analyst estimate of 3,611.
Earlier, on May 7, Lucid reported its <a href="https://www.benzinga.com/25/05/45244989/lucid-group-q1-2025-earnings-tesla-rival-announces-58-increase-in-deliveries-plans-to-introduce-a-mid-size-platform-in-2026">first-quarter results</a>, posting $235.05 million in revenue, which missed analysts&#8217; $250 million estimate. 
Despite the revenue shortfall, Lucid showed an improvement in its gross margin, reporting a negative 97.2% on a GAAP basis, a notable improvement compared to negative 134.3% a year earlier. 
During the first quarter, Lucid produced 2,212 vehicles and delivered 3,109, with over 600 additional vehicles in transit to Saudi Arabia for factory gating. The company reaffirmed its full-year 2025 production target of approximately 20,000 vehicles.
Analyst Perspectives
Industry experts and analysts offer mixed views on Lucid&#8217;s prospects. On May 22, Jim Cramer of CNBC&#8217;s &#8220;Mad Money Lightning Round&#8221; <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45562808/jim-cramer-rivian-better-than-this-automaker-pan-american-silver-is-the-best-silver-mine">stated a preference</a> for Rivian over Lucid. 
However, on July 4, BNP Paribas analysts suggested that Lucid could <a href="https://www.benzinga.com/markets/tech/25/07/46259390/trumps-tax-bill-could-be-a-boost-for-tesla-rivals-rivian-lucid-amid-ev-slowdown-says-bnp-paribas">potentially benefit</a> from reduced EV competition if President Donald Trump&#8217;s proposed tax bill leads traditional automakers like General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) and Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) to scale back their EV plans. 
These analysts believe that, similar to Rivian, Lucid might gain market share as legacy automakers shift focus. They also anticipate a surge in third-quarter deliveries as buyers rush to claim the $7,500 EV tax credit before its potential expiration on September 30.
Lucid&#8217;s stock had previously plunged over 11% after reporting its fourth-quarter results on February 26. Cantor Fitzgerald&#8217;s Andrew Sheppard <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43984093/lucid-stock-falls-on-q4-results-ceo-exit-analysts-see-surge-in-demand-for-gravity-suv">acknowledged improvements</a> in fourth-quarter gross margins and the meeting of the 20,000 vehicle production target, but he highlighted ongoing significant challenges. 
While optimistic about the Lucid Gravity SUV and upcoming midsize EVs for boosting demand and scale, he cautioned about persistent risks including negative margins, capital requirements, and leadership changes, notably the departure of CEO Peter Rawlinson. 
Needham&#8217;s Chris Pierce recognized strong delivery momentum and growing interest in the Gravity SUV but flagged uncertainty tied to Rawlinson&#8217;s departure and emphasized that profitability remains a distant goal given Lucid&#8217;s current scale.
In a broader market analysis, on July 11, JP Morgan analyst Ryan Brinkman named Tesla and Rivian as <a href="https://www.benzinga.com/markets/tech/25/07/46374969/jpmorgan-just-hit-delete-on-tesla-and-rivian">top short ideas</a> for the second half of 2025. 
He cited overvaluation, shrinking subsidies, and a widening gap between market expectations and actual performance for Tesla, predicting a third consecutive year of declining profits and questioning the viability of its robotaxi plans. 
For Rivian, Brinkman pointed to high cash burn, mounting EBITDA losses, and the threat of reduced subsidies and rising tariffs as major hurdles to scaling. Rivian stock is currently down over 4% year-to-date.
Price Action: Lucid stock is trading lower by 0.22% to $2.29 at last check Monday.
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Photo via Shutterstock

Movers

LCID

XPEV

Lucid Stock Sinks In 2025: What's Driving The Decline?

UBS analyst Joseph Spak maintains Ford Motor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) with a Neutral and raises the price target from $9 to $11.

UBS Maintains Neutral on Ford Motor, Raises Price Target to $11

Wall Street watched history unfold as Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) became the first company to hit a $4 trillion market cap, capping off a week of <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46321541/nvidia-hits-4-trillion-market-cap-stock-surges-to-all-time-high" rel="noreferrer noopener">market-moving headlines.</a>
In a surprising diplomatic turn, U.S. Secretary of State Marco Rubio called recent talks with Chinese Foreign Minister Wang Yi &#8220;constructive,&#8221; stoking speculation of a Trump–Xi summit possibly <a target="_blank" href="https://www.benzinga.com/news/politics/25/07/46365654/xi-jinping-could-meet-trump-this-year-marco-rubio-says-after-very-constructive-talks-with-wang-yi-the-odds-are-high" rel="noreferrer noopener">taking place later this year.</a>
But optimism met friction as President Donald Trump announced that the United States will impose a&nbsp;50% tariff on all copper&nbsp;imports <a target="_blank" href="https://www.benzinga.com/markets/commodities/25/07/46339702/trumps-copper-tariff-echoes-through-global-mining-tunnels" rel="noreferrer noopener">starting August 1.</a>
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The decision threatens to disrupt a global supply chain for one of the key inputs for the American industry and a crucial commodity for the green technology transition.
That move, paired with a sweeping 25% tariff on goods from Japan and other Asian countries starting August 1, reignited fears of <a target="_blank" href="https://www.benzinga.com/markets/asia/25/07/46285151/trump-tariffs-japan-yen-etfs-market-reaction" rel="noreferrer noopener">escalating trade tensions.</a>
Amid the macroeconomic jitters and geopolitical headlines, several companies delivered key corporate updates that&nbsp;<a target="_blank" href="https://www.benzinga.com/markets" rel="noreferrer noopener">kept investors tuned in</a>.
Technology
Nvidia Corporation became the first company ever to reach a $4 trillion <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46326271/nvidia-breaks-4-trillion-barrier-benzinga-poll-predicted-it-first" rel="noreferrer noopener">market capitalization on Wednesday.</a>
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) has filed an appeal against the €500 million ($586 million) fine imposed by the European Union (EU) over alleged anti-competitive<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46290524/apple-fights-back-against-eus-586-million-fine-says-penalty-far-beyond-what-the-law-requires" rel="noreferrer noopener"> practices on its App Store</a>.
The iPhone maker is expected to join the growing list of smartphone companies&nbsp;with foldable smartphones&nbsp;with a new iPhone Fold<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46356024/apples-foldable-iphone-could-land-in-2026-and-leave-samsung-playing-catch-up" rel="noreferrer noopener"> expected to launch next year.</a>
Apple&#8217;s massive $60+ billion cash pile is once again&nbsp;in the spotlight&nbsp;– and with rivals&nbsp;racing ahead in AI, investors are wondering: is it finally time for <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46348639/apple-acquisition-buzz-60-billion-cash-reserve" rel="noreferrer noopener">Apple to make a bold move?</a>
Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) announced that it has separated its&nbsp;AI, robotics and biometric business into&nbsp;RealSense,&nbsp;an independent company. Intel also announced that RealSense has secured<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46372526/intel-unleashes-realsense-new-ai-robotics-player-scores-huge-investment" rel="noreferrer noopener">&nbsp;$50 million in Series A funding</a>.
Meta Platforms, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) has reportedly acquired a&nbsp;minority stake&nbsp;in&nbsp;EssilorLuxottica, the French-Italian eyewear giant<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report" rel="noreferrer noopener"> behind brands such as&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report" rel="noreferrer noopener">Ray-Ban</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report" rel="noreferrer noopener">&nbsp;and&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46311405/mark-zuckerberg-led-meta-acquires-nearly-3-of-ray-ban-oakley-parent-essilorluxottica-in-3-5-billion-deal-report" rel="noreferrer noopener">Oakley.</a>
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)&nbsp;reels from sweeping layoffs affecting&nbsp;9,100 employees, an&nbsp;Xbox&nbsp;executive&#8217;s suggestion to use AI chatbots for emotional support <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46268037/after-microsoft-lays-off-9100-workers-xbox-executive-tells-fired-workers-to-turn-to-ai-for-mental-health-help" rel="noreferrer noopener">has ignited fierce backlash online.</a>
MicroAlgo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MLGO#NASDAQ">MLGO</a>) announced the development of a&nbsp;Grover-based quantum algorithm technology designed to find <a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46337681/microalgo-stock-rises-3-pre-market-on-quantum-algorithm-breakthrough" rel="noreferrer noopener">pure Nash equilibria in graphical games.</a>
ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>)&nbsp;has&nbsp;adjusted its inclusion&nbsp;and diversity targets in the U.S. to align with new regulations from <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46363788/asml-drops-us-diversity-goals-under-trumps-watch" rel="noreferrer noopener">the Trump administration.</a>
Artificial Intelligence
Elon Musk&#8217;s artificial intelligence startup&nbsp;xAI&nbsp;has launched Grok 4, positioning it as the world&#8217;s most powerful AI model according to benchmarks that show it outperforming&nbsp;OpenAI&#8217;s&nbsp;ChatGPT,&nbsp;Google&#8217;s&nbsp;Gemini, <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">and&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">Anthropic&#8217;s</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">Claude</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335602/elon-musk-s-xai-launches-grok-4-with-phd-level-ai-debuts-in-300-month-supergrok-tier" rel="noreferrer noopener">.</a>
OpenAI&nbsp;has finally completed its&nbsp;$6.5 billion acquisition&nbsp;of&nbsp;Jony Ive&#8217;s&nbsp;AI hardware startup&nbsp;io Products, officially bringing the former&nbsp;Apple&nbsp;design chief and his team into the fold to build a new generation of<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46335969/openai-finalizes-6-5-billion-deal-to-acquire-jony-ives-ai-hardware-startup-heres-what-we-know-about-their-first-device" rel="noreferrer noopener"> AI-native devices.</a>
Automobiles
Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>)&nbsp;has announced a&nbsp;<a target="_blank" href="https://static.nhtsa.gov/odi/rcl/2025/RCLRPT-25V455-7716.pdf" rel="noreferrer noopener">recall</a>&nbsp;of more than 850,000 vehicles in the U.S. due to a faulty fuel system component that may cause <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/07/46338449/ford-recalls-over-850000-vehicles-due-to-stalling-engines" rel="noreferrer noopener">engines to stall while driving.</a>
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)&nbsp;has announced November 6 as the date for the company&#8217;s annual shareholder meeting amid mounting pressure from investors who are concerned about&nbsp;Elon Musk&#8217;s political ambitions and <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46359669/teslas-annual-shareholder-meeting-set-for-november-6th-dan-ives-says-elon-musks-pay-package-in-the-spotlight" rel="noreferrer noopener">mounting tensions with President&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46359669/teslas-annual-shareholder-meeting-set-for-november-6th-dan-ives-says-elon-musks-pay-package-in-the-spotlight" rel="noreferrer noopener">Donald Trump</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46359669/teslas-annual-shareholder-meeting-set-for-november-6th-dan-ives-says-elon-musks-pay-package-in-the-spotlight" rel="noreferrer noopener">.</a>
Tesla will expand the company&#8217;s Robotaxi service to Phoenix, Arizona, as the <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46361254/elon-musks-robotaxi-push-expands-to-phoenix-as-tesla-seeks-arizona-approval" rel="noreferrer noopener">Robotaxi race in the U.S. heats up.</a>
Nissan Motor Co., Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>)&nbsp;has reportedly opened negotiations with&nbsp;Honda Motor Company, Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>)&nbsp;to produce vehicles for its rival at a U.S. factory. Both companies seek ways to blunt the impact of upcoming<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46363159/tariff-troubles-drive-nissan-honda-to-u-s-manufacturing-talks-report" rel="noreferrer noopener"> U.S. tariffs on Japanese-made autos.</a>
XPeng Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>)&nbsp;officially opened orders&nbsp;in Europe on Friday for its fully revamped G6 Ultra Smart Coupe SUV and G9 Ultra Smart Premium SUV, marking its latest move <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46362384/xpeng-brings-ultra-smart-ultra-fast-evs-to-europe" rel="noreferrer noopener">towards AI-driven electric mobility.</a>
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Image: Shutterstock

Equities

AAPL

ASML

INTC

MLGO

NSANY

NVDA

Consumer Tech News (July 7–July 11): Nvidia Hits $4 Trillion, Japan Tariffs Rattle Markets, Hopes Rise For Trump–Xi Summit

The United States has announced sweeping new tariffs on imports from both Mexico and the European Union, citing unresolved trade imbalances and ongoing <a target="_blank" href="https://www.benzinga.com/news/politics/25/07/46380544/amid-trump-tariffs-us-customs-duty-collection-exceeds-100-billion-in-a-fiscal-year-for-the-first-time-report" rel="noreferrer noopener">issues with narcotics trafficking.</a>
In two <a href="https://truthsocial.com/@realDonaldTrump/posts/114840265771030416">letters </a>dated July 11, 2025, President Donald Trump notified the leaders of both regions that 30% tariffs would be levied on their goods beginning August 1, 2025. These <a href="https://truthsocial.com/@realDonaldTrump/posts/114840270617633946">letters </a>were posted in the President&#8217;s social media handle Truth Social. 
The tariffs—outlined in direct correspondence with Mexican President Claudia Sheinbaum and European Commission President Ursula von der Leyen—reflect a broad policy shift that places economic pressure on allies to address long-standing U.S. concerns over trade deficits, narcotics trafficking, and market access.
Also Read:<a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46381861/us-stocks-to-buy-in-q3-2025-wall-street" rel="noreferrer noopener"> Bank Of America Loves These 8 Stocks For Third Quarter—And Says To Dump These 2 Fast</a>
Trump emphasized that the 30% tariff on Mexican imports was partly a response to the country's continued failure to dismantle powerful drug cartels.
The White House warned that if Mexico attempts to sidestep the tariffs through transshipment or imposes retaliatory tariffs, those actions will trigger additional penalties.
However, Trump offered tariff exemptions to firms that relocate production to the United States, promising a fast-tracked approval process.
The European Union's letter criticized the bloc for its &#8220;non-reciprocal&#8221; trade policies and tariffs that have contributed to one of the U.S.'s largest trade deficits.
Trump stated the new tariff regime is a corrective step and will apply broadly to EU goods, excluding those already under sector-specific tariffs.
He assured that companies shifting operations to the U.S. would be spared and supported through expedited regulatory procedures.
In both letters, Trump signaled a willingness to engage—if counterparts take concrete steps to address U.S. concerns.
Here are five strong picks of publicly traded U.S. companies that stand to be affected by the new 30% tariffs on Mexico and the EU:
Deere &amp; Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>) – The agricultural equipment giant expects approximately $500 million in tariff-related costs affecting parts imported from Mexico and the EU, Thw Wall Street Journal <a target="_blank" href="https://www.wsj.com/articles/deeres-plans-for-offsetting-500-million-in-tariff-costs-79ae52d8" rel="noreferrer noopener">reported</a> in May.
General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) – Roughly 30% of General Motors vehicles sold in the U.S. during the first three quarters of 2024 were built in Canada and Mexico, CNBC <a target="_blank" href="https://www.cnbc.com/2025/03/27/gm-stock-trump-auto-tariffs.html" rel="noreferrer noopener">reported </a>in March.
With around half of its vehicles produced outside the U.S. and facing an estimated $4–5 billion in tariff exposure, the firm has adjusted its 2025 earnings forecasts downward and is boosting U.S. production<a target="_blank" href="https://www.benzinga.com/news/guidance/25/05/45133096/this-is-how-much-it-will-cost-general-motors-from-trumps-tariff-policy" rel="noreferrer noopener"> to offset impact .</a>
Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) – Ford's earnings are under pressure from higher steel, aluminum, and auto tariffs, with analysts warning that tariffs could cost billions and significantly affect its earnings—specifically due to its heavy parts crossing borders .
5. Whirlpool Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WHR#NYSE">WHR</a>) – With <a href="https://www.whirlpoolcorp.com/global-locations.html?utm_source=chatgpt.com" target="_blank" rel="noreferrer noopener">major </a>manufacturing hubs in Mexico for appliances and parts, a 30% tariff on imports would directly raise costs for Whirlpool's U.S. supply chain and potentially erode its retail margins.
These ETFs may bear the brunt of the new tariffs due to their significant exposure to cross-border manufacturing, European industrials, and Mexico-based production networks: iShares Inc iShares MSCI Mexico ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWW#NYSE">EWW</a>), SPDR DJ Euro STOXX 50 Etf (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FEZ#NYSE">FEZ</a>), and more.
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Image: Shutterstock/Lightspring

Markets

Trump Targets Mexico, EU With 30% Tariffs

Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) has announced a <a target="_blank" href="https://static.nhtsa.gov/odi/rcl/2025/RCLRPT-25V455-7716.pdf" rel="noreferrer noopener">recall</a> of more than 850,000 vehicles in the U.S. due to a faulty fuel system component that may cause engines to stall while driving. The recall affects 11 models, including the Lincoln Navigator, Ford F-150, Explorer, Mustang, and various Super Duty trucks manufactured between July 2021 and July 2022.
The issue stems from a low-pressure fuel pump in the fuel delivery module, which can fail due to internal contamination and tight component clearances. This failure can lead to a sudden loss of fuel pressure and engine shutdown, especially under low fuel or high-temperature conditions. Drivers might notice signs such as rough idling, reduced power, or a check engine light before a failure occurs.
As of June, Ford had received nearly 1,900 warranty claims and over 80 related field and customer service reports. No accidents or injuries have been reported. The company is developing a fix and will begin mailing notices to vehicle owners in mid-July.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46291379/nhtsa-launches-probe-into-stellantis-owned-ram-pickup-truck-recall-after-reports-of-injuries" target="_blank" rel="noreferrer noopener">NHTSA Launches Probe Into Stellantis-Owned RAM Pickup Truck Recall After Reports Of Injuries</a>
The defective component was supplied by Phinia Inc., based in Chihuahua, Mexico. Ford linked the problem to changes made in the supplier&#8217;s manufacturing process, which increased the risk of fuel pump friction and vapor lock. An investigation into the issue began in 2022.
This latest action adds to Ford&#8217;s growing list of vehicle safety challenges. Just weeks ago, the automaker also initiated a recall of Lincoln Aviator SUVs due to an adhesive flaw, another sign of <a href="https://www.benzinga.com/markets/tech/25/06/46068633/ford-recalls-aviator-suvs-as-adhesive-issue-adds-to-automakers-mounting-recall-woes" target="_blank" rel="noreferrer noopener">mounting recall woes</a> at the company.
Last week, Ford Motor <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46213625/ford-sales-surge-14-2-in-q2-beating-market-estimates-but-ev-sales-decline-31" rel="noreferrer noopener">reported</a> its second-quarter U.S. sales rose 14.2% to 612,095 vehicles, led by strong F-Series pickup demand. The company sold 222,459 F-Series trucks, up 11.5% year over year, and 156,509 electrified vehicles year to date, a 14.7% increase. EV sales declined 31.4% from a year ago to 16,438 units.
Related ETFs: SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>), Global X Autonomous &amp; Electric Vehicles ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DRIV#NASDAQ">DRIV</a>).
Price Action: At the last check on Thursday, F shares were trading lower by 0.085% to $11.82 premarket.
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46337340/elon-musk-says-tesla-will-expand-robotaxi-services-to-san-francisco-bay-area-in-a-month-or-two" target="_blank" rel="noreferrer noopener">Elon Musk Says Tesla Will Expand Robotaxi Services To San Francisco Bay Area &#8216;In A Month Or Two&#8217;</a></li>
</ul>
Image Via Shutterstock

Large Cap

DRIV

Ford Recalls Over 850,000 Vehicles Due To Stalling Engines

China Automotive Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAAS#NASDAQ">CAAS</a>) shares are trading higher on Wednesday following the company&#8217;s announcement that it has begun mass production of its second-generation electro-hydraulic power steering <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/n46314166/china-automotive-systems-begins-mass-production-of-first-ircb-compatible-l2-assisted-driving-syste" rel="noreferrer noopener">system for heavy-duty vehicles</a>.
Developed by its subsidiary Shashi Jiulong, the intelligent system, known as iRCB, is the first in China to support L2+ assisted driving capabilities for commercial applications.
The company said the iRCB system combines hydraulic force with electronic control for precision steering and significant energy efficiency.
Also Read:<a target="_blank" href="https://www.benzinga.com/markets/asia/25/07/46289899/tesla-china-sales-plunge-over-75-in-first-week-of-july-despite-strong-q2-deliveries" rel="noreferrer noopener"> Tesla China Sales Plunge Over 75% In First Week Of July Despite Strong Q2 Deliveries</a>
After entering mass production earlier this year, the system exceeded expectations, leading to a surge in new orders in July and marking a record pace for product ramp-up in the power steering sector.
Headquartered in Hubei Province, China Automotive Systems supplies steering components through 16 joint ventures and subsidiaries, servicing major clients like BYD Co., Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>), Stellantis N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>), and Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>).
The company has a production capacity exceeding 8 million units annually, covering steering gears, columns, and hoses for a variety of vehicle types.
Qizhou Wu, CEO of China Automotive Systems, noted the innovation behind the product, stating, &#8220;We continue to pioneer proprietary steering technologies that deliver cutting-edge solutions for our customers.&#8221;
Wu added that the new iRCB system is expected to contribute significantly to sales growth in 2025, backed by its performance and cost-efficiency.
China Automotive Systems completed the full lifecycle, from design to validation and production, of the iRCB system within just eight months. The company attributed this rapid development to its close collaboration with customers and focus on innovation.
According to internal estimates, the system can save up to 36,000 Chinese yuan (approximately $5,018.09) per vehicle per year, representing substantial operational cost reductions for fleet operators.
The new steering system represents a strategic move for China Automotive Systems as China continues to lead in autonomous and semi-autonomous vehicle technologies.
The iRCB&#8217;s integration of L2+ driver assistance functionality positions the firm to capture the growing demand for smart mobility solutions in both domestic and international markets.
Price Action: CAAS shares are trading higher by 4.17% to $4.250 at last check Wednesday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/equities/25/07/46318324/whats-going-on-with-ionq-stock-today-15" target="_blank" rel="noreferrer noopener">What&#8217;s Going On With IonQ Stock Today?</a></li>
</ul>
Image by khunkornStudio via Shutterstock

Asia

BYDDY

CAAS

Why China Automotive Systems Stock Is Gaining On Wednesday

Reuters Cites Ford Saying It Believes Michigan EV Battery Plant Will Qualify For Production Tax Credits After Tax And Budget Bill Signed

The National Highway Traffic Safety Administration (NHTSA) has launched an investigation into the recall of close to 1.2 million RAM pickup trucks after the agency reviewed multiple incidents, which caused 7 injuries and 12 incidents involving fire or crash, questioning whether Stellantis NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) failed to address the issue.
What Happened: The issue stems from the trucks disengaging from the Park setting on the transmission and rolling away unexpectedly despite there being no key in the ignition or the foot being taken off the brake pedal, the agency said in a report on Monday.
The issue affects RAM pickup trucks manufactured between 2013-2018, including the RAM 1500, 2500, 3500, 4500, and 5500 Pickup trucks. The report suggests that 1,187,232 trucks could be affected by the issue.
<figure class="wp-block-image aligncenter size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="994" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08060618/NHTSA-Stellantis-1024x994.jpg" alt="" class="wp-image-976205" style="width:466px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08060618/NHTSA-Stellantis-1024x994.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08060618/NHTSA-Stellantis-300x291.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08060618/NHTSA-Stellantis-768x746.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/08060618/NHTSA-Stellantis.jpg 1299w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Source: NHTSA
Why It Matters: The news comes as the Detroit-based manufacturer had issued a separate recall for over 299k vehicles, relating to an issue with the <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46220764/stellantis-under-new-federal-recall-investigation-for-gear-shifter-issue">shifter cable bushings</a> in the 2013-2016 Dodge Dart.
Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) has had to issue <a href="https://www.benzinga.com/markets/tech/25/06/46068633/ford-recalls-aviator-suvs-as-adhesive-issue-adds-to-automakers-mounting-recall-woes">multiple recalls</a> for various issues related to its vehicles.
Elsewhere, Stellantis had conducted trials of a new <a href="https://www.benzinga.com/markets/tech/25/06/45945138/stellantis-trials-new-5-minute-battery-swapping-tech-in-fiat-500e-fleet-report">5-minute battery-swapping</a> technology in the Spanish capital Madrid with a fleet of over 40 Fiat 500e vehicles in collaboration with battery-swapping company Ample.
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46289556/trumps-tax-bill-axes-the-7500-ev-credit-heres-how-you-can-still-claim-it">Trump&#8217;s Tax Bill Axes The $7,500 EV Credit: Here&#8217;s How You Can Still Claim It</a></li>
</ul>
Photo courtesy: Jonathan Weiss / Shutterstock.com

NHTSA Launches Probe Into Stellantis-Owned RAM Pickup Truck Recall After Reports Of Injuries

As President Donald Trump's Big Beautiful Bill is officially signed into law, the bill scraps the $7,500 Federal EV credit on all purchases of new electric vehicles in the U.S.
What Happened: As the incentives are axed, EVs across the board are set to become dearer after September 30, 2025, when the incentives end. On Saturday, Business Insider compiled <a href="https://www.businessinsider.com/all-the-evs-set-to-lose-the-federal-tax-credit-2025-7">a</a> list of vehicles set for a price hike from automakers like General Motors Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), Stellantis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>), Ford Motor Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>).
As for the list of vehicles from GM, it includes EVs from GM like the Chevrolet Blazer, Equinox and Silverado, as well as luxury-focused EVs like the Cadillac Lyriq, Optiq and Vistiq.
Detroit-based automaker Ford's F-150 Lightning pickup truck will get costlier. 
Elon Musk's Tesla vehicles, like Model Y, Model X, the Cybertruck and the Model 3, are also going to cost more.
Why It Matters: The news comes as the new laws axe the federal EV credit, but also scrap the proposed $250 fee annual fee on all EVs. The law is another push in Trump's anti-EV stance.
The bill has caused a considerable stir, with Musk locking horns with Trump over the bill once again and vowing to <a href="https://www.benzinga.com/news/politics/25/07/46267705/elon-musk-says-america-first-filing-false-and-has-been-reported-to-the-election-commission">found a new political party</a> called the America Party.
However, Musk's decision has been met with criticism both from Trump, who called the idea <a href="https://www.benzinga.com/news/politics/25/07/46266957/trump-calls-america-party-a-train-wreck-blasts-elon-musk-for-going-completely-off-the-rails-president-says-system-not-designed-for-a-third-player">a "train wreck"</a> as well as experts, who suggest the move could be <a href="https://www.benzinga.com/markets/tech/25/07/46268694/elon-musks-america-party-plans-conflict-with-his-full-time-responsibilities-as-tesla-ceo-says-former-doge-advisor">detrimental to Tesla</a>.
Interestingly, Tesla stock <a href="https://www.benzinga.com/markets/tech/25/07/46267743/tesla-shares-fall-over-5-in-overnight-trading-as-elon-musk-jumps-back-into-politics">has fallen over 5%</a> in overnight trading following Musk's announcements regarding the party and his increasing involvement in politics.
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="199" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07054250/TSLA-JUL-7-2025-2-1-1024x199.jpg" alt="" class="wp-image-974436" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07054250/TSLA-JUL-7-2025-2-1-1024x199.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07054250/TSLA-JUL-7-2025-2-1-300x58.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07054250/TSLA-JUL-7-2025-2-1-768x149.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07054250/TSLA-JUL-7-2025-2-1-1536x299.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/07054250/TSLA-JUL-7-2025-2-1.jpg 1569w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Tesla offers satisfactory Momentum while scoring well on the Growth and Quality metrics, but the stock offers poor Value. For more such insights, sign up for <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">Benzinga Edge Stock Rankings</a> today!
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46268433/teslas-full-self-driving-tech-under-fire-again-after-robotaxi-nearly-hits-parked-vehicle-report">Tesla&#8217;s Full Self-Driving Tech Under Fire Again After Robotaxi Nearly Hits Parked Vehicle: Report</a></li>
</ul>
Photo courtesy: Shutterstock

As Trump's 'Big, Beautiful Bill' Is Signed Into Law, These EVs From Tesla, GM And Ford Will Become More Expensive: Report

Wall Street powered through the shortened holiday week, with both the S&amp;P 500 and the Nasdaq 100 climbing to fresh record highs, as upbeat economic data and major policy shifts <a href="https://www.benzinga.com/markets">helped fuel investor confidence.</a>
Optimism got an extra boost after President Donald Trump announced a surprise trade deal with Vietnam. The agreement includes a 20% tariff on all Vietnamese imports and a 40% tariff on transshipped goods. In return, U.S. companies will get full access to Vietnam's domestic market, a key win for American exporters. 
Markets responded positively, with investors viewing it as a signal that Trump is favoring targeted trade enforcement over sweeping tariffs.
Read also: <a href="https://www.benzinga.com/news/politics/25/07/46241070/trumps-vietnam-trade-deal-with-40-tax-on-transshipments-may-result-in-chinese-backlash-say-economists-they-want-inflation">Trump&#8217;s Vietnam Trade Deal With 40% Tax On Transshipments May Result In Chinese Backlash, Say Economists: &#8216;&#8230;They Want Inflation&#8217;</a>
<h3 class="wp-block-heading">Congress Passes Trump&#8217;s OBBBA, Economic Data Outperform</h3>
The U.S. Senate passed the bill on July 1, 2025, in a narrow 51–50 vote, with Vice President J.D. Vance casting the tie-breaking vote.
The House of Representatives followed on July 3, approving the final version of the bill in a 218–214 vote.
The White House announced that President Donald Trump will sign the bill into law on July 4, 2025, at 4 p.m. ET—a symbolic moment timed with Independence Day.
Labor market data surpassed expectations: Nonfarm payrolls rose by 147,000 in June, exceeding the projection of 110,000. The unemployment rate dropped to 4.1%, defying forecasts for a rise to 4.3% and hitting its lowest level since January. A big surprise came from government hiring, which added 73,000 jobs — the largest<a href="https://www.benzinga.com/markets/economic-data/25/07/46244105/june-jobs-report-nonfarm-payroll-adp-data"> jump since March 2023.</a>
On the industrial side, new orders for U.S. manufactured goods jumped 8.2% in May to $642 billion. This was the largest monthly surge since 2014 and the third-largest on record, as firms moved quickly to capitalize on the temporary suspension of "Liberation Day" tariffs.
This economic resilience complicates the Federal Reserve's outlook for near-term rate cuts. Chair Jerome Powell said the door remains open for a potential rate cut at the July 30 meeting, though he emphasized the importance of incoming data. Yet, after the robust jobs report, market-based odds for a cut fell sharply to just 7%.
Read also:<a href="https://www.benzinga.com/news/politics/25/07/46258864/ray-dalio-warns-us-debt-per-family-will-rise-85-to-425000-over-next-10-years-as-house-passes-trumps-big-beautiful-bill"> Ray Dalio Warns US Debt Per Family Will Rise 85% To $425,000 Over Next 10 Years As House Passes Trump&#8217;s &#8216;Big Beautiful Bill&#8217;</a>
In tech news, Microsoft Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NYSE">MSFT</a>) announced a new round of layoffs affecting 9,000 employees — about 4% of its global workforce.
Michigan-based automakers were among the week's top gainers. Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) jumped 10% this week after reporting a 14% year-over-year increase in second-quarter U.S. vehicle sales, reaching 612,095 units. The surge was led by strong demand for its Maverick and F-Series pickup trucks.
General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) also topped the week&#8217;s best-performer ranking after posting a 7% rise in quarterly sales to 746,588 vehicles. 
Now read: 
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46262055/greed-mode-on-why-tesla-nvidia-palantir-and-bitcoin-plays-could-rip">Greed Mode On: Why Tesla, Nvidia, Palantir And Bitcoin Plays Could Rip </a></li>
</ul>

Government

Macro Economic Events

Regulations

Econ #s

Economics

Wall Street Ends Holiday Week At Record Highs As Jobs, Trade Deal Lift Sentiment: This Week In Markets

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. Abnormal amounts of trading activity could push option prices to hyperbolic or underperforming levels. 
Below are some instances of options activity happening in the Consumer Discretionary sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>TSLA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$320.00</td>
<td>$148.0K</td>
<td>10.5K</td>
<td>18.9K</td>
</tr>
<tr>
<td>BABA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$110.00</td>
<td>$25.6K</td>
<td>4.0K</td>
<td>2.1K</td>
</tr>
<tr>
<td>F</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$14.85</td>
<td>$79.0K</td>
<td>28.1K</td>
<td>1.3K</td>
</tr>
<tr>
<td>JD</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>03/20/26</td>
<td>$28.00</td>
<td>$30.7K</td>
<td>1.9K</td>
<td>700</td>
</tr>
<tr>
<td>XPEV</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$19.00</td>
<td>$26.2K</td>
<td>295</td>
<td>436</td>
</tr>
<tr>
<td>CAVA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$75.00</td>
<td>$47.8K</td>
<td>1.2K</td>
<td>213</td>
</tr>
<tr>
<td>HOG</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/18/25</td>
<td>$23.00</td>
<td>$33.8K</td>
<td>653</td>
<td>176</td>
</tr>
<tr>
<td>SBUX</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>07/11/25</td>
<td>$89.00</td>
<td>$36.7K</td>
<td>1.2K</td>
<td>165</td>
</tr>
<tr>
<td>RCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$410.00</td>
<td>$143.4K</td>
<td>111</td>
<td>102</td>
</tr>
<tr>
<td>NKE</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>07/11/25</td>
<td>$69.00</td>
<td>$48.0K</td>
<td>271</td>
<td>71</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we notice a call option sweep that happens to be bearish, expiring in 7 day(s) on July 11, 2025. This event was a transfer of 200 contract(s) at a $320.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $148.0K, with a price of $740.0 per contract. There were 10560 open contracts at this strike prior to today, and today 18921 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a call option sweep that happens to be bearish, expiring in 42 day(s) on August 15, 2025. This event was a transfer of 50 contract(s) at a $110.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $25.6K, with a price of $513.0 per contract. There were 4089 open contracts at this strike prior to today, and today 2173 contract(s) were bought and sold. 
• Regarding F (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), we observe a call option sweep with bullish sentiment. It expires in 560 day(s) on January 15, 2027. Parties traded 1000 contract(s) at a $14.85 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $79.0K, with a price of $79.0 per contract. There were 28155 open contracts at this strike prior to today, and today 1336 contract(s) were bought and sold. 
• Regarding JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we observe a put option trade with neutral sentiment. It expires in 259 day(s) on March 20, 2026. Parties traded 150 contract(s) at a $28.00 strike. The total cost received by the writing party (or parties) was $30.7K, with a price of $205.0 per contract. There were 1941 open contracts at this strike prior to today, and today 700 contract(s) were bought and sold. 
• For XPEV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), we notice a call option trade that happens to be bullish, expiring in 42 day(s) on August 15, 2025. This event was a transfer of 199 contract(s) at a $19.00 strike. The total cost received by the writing party (or parties) was $26.2K, with a price of $132.0 per contract. There were 295 open contracts at this strike prior to today, and today 436 contract(s) were bought and sold. 
• For CAVA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>), we notice a call option trade that happens to be bearish, expiring in 77 day(s) on September 19, 2025. This event was a transfer of 29 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $47.8K, with a price of $1650.0 per contract. There were 1269 open contracts at this strike prior to today, and today 213 contract(s) were bought and sold. 
• Regarding HOG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HOG#NYSE">HOG</a>), we observe a call option trade with bearish sentiment. It expires in 14 day(s) on July 18, 2025. Parties traded 123 contract(s) at a $23.00 strike. The total cost received by the writing party (or parties) was $33.8K, with a price of $275.0 per contract. There were 653 open contracts at this strike prior to today, and today 176 contract(s) were bought and sold. 
• For SBUX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), we notice a call option trade that happens to be neutral, expiring in 7 day(s) on July 11, 2025. This event was a transfer of 65 contract(s) at a $89.00 strike. The total cost received by the writing party (or parties) was $36.7K, with a price of $566.0 per contract. There were 1289 open contracts at this strike prior to today, and today 165 contract(s) were bought and sold. 
• For RCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>), we notice a call option sweep that happens to be bullish, expiring in 196 day(s) on January 16, 2026. This event was a transfer of 88 contract(s) at a $410.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $143.4K, with a price of $1630.0 per contract. There were 111 open contracts at this strike prior to today, and today 102 contract(s) were bought and sold. 
• Regarding NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we observe a call option trade with bearish sentiment. It expires in 7 day(s) on July 11, 2025. Parties traded 64 contract(s) at a $69.00 strike. The total cost received by the writing party (or parties) was $48.0K, with a price of $750.0 per contract. There were 271 open contracts at this strike prior to today, and today 71 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

BABA

CAVA

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10 Consumer Discretionary Stocks Whale Activity In Today's Session

Ford Motor Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) CEO Jim Farley didn't just question Tesla Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) approach to autonomy—he challenged the<a href="https://www.benzinga.com/markets/tech/25/06/46156654/ford-ceo-jim-farley-believes-waymos-approach-makes-more-sense-than-elon-musk-led-teslas-when-you-have-a-brand-like-ford-you-have-to-be-really-careful"> logic behind betting on it</a>. 
Speaking at the Aspen Ideas Festival, Farley said Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) Waymo's lidar-based system makes more sense than Tesla's camera-only model, citing consumer trust and safety. But beneath the tech debate lies something even more jarring: Tesla's valuation is pricing in a robotaxi revolution that isn't here yet &#8211; and Ford just put that on blast.
Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46257394/trumps-big-bautiful-bill-passes-ev-tax-breaks-to-end-on-september-30-what-it-means-for-electric-vehicles">Trump&#8217;s &#8216;Big Bautiful Bill&#8217; Passes—EV Tax Breaks To End On September 30: What It Means For Electric Vehicles</a>
<h2 class="wp-block-heading">Tesla's Vision, Ford's Caution</h2>
While Elon Musk is rolling out camera-only robotaxis in Austin, Ford's message is clear: lidar is a safety non-negotiable, and fully autonomous systems aren't viable &#8211; yet. 
Farley even went so far as to say Ford gave up chasing Level 4 autonomy and instead is focused on "eyes-off" highway driving. Translation: we're going for realistic, not sci-fi.
<h2 class="wp-block-heading">Now Enter The Valuation Trap</h2>
Tesla is valued like it's already conquered autonomy:
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company</th>
<th>Market Cap</th>
<th>Forward P/E</th>
<th>EV/EBITDA</th>
</tr>
</thead>
<tbody>
<tr>
<td>Tesla</td>
<td>$1.02 trillion</td>
<td>163.9x</td>
<td>72.9x</td>
</tr>
<tr>
<td>Alphabet (Waymo parent)</td>
<td>$2.17 trillion</td>
<td>19.1x</td>
<td>14.0x</td>
</tr>
<tr>
<td>Ford</td>
<td>$50 billion</td>
<td>6.7x</td>
<td>10.3x</td>
</tr>
</tbody>
</table>
</figure>
Data Source: <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0704">Benzinga Pro</a>
Tesla trades at a forward P/E nearly 9x Alphabet's, and over 24x Ford's, yet the revenue impact from autonomy remains negligible. Tesla bulls argue the robotaxi future justifies the premium. 
But if even legacy automakers like Ford are backing off full autonomy, that future may be farther out than markets want to admit.
<h2 class="wp-block-heading">Alphabet: The Underrated Value Play</h2>
While Farley prefers Waymo&#8217;s approach, Alphabet may be the real value winner. Waymo logs over 250,000 paid rides a week, operates commercially, and doesn't carry Tesla's pricing risk. 
And Alphabet's core business still trades at less than 20x forward earnings.
Ford didn't just throw shade on Tesla's tech—it threw cold water on Tesla's valuation story. Robotaxis might be the future, but for now, Alphabet offers the smarter, cheaper, and more grounded ride.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/equities/25/07/46259886/elon-musks-tesla-is-a-multi-trillion-dollar-opportunity-but-short-term-outlook-is-shaky-says-expert">Elon Musk&#8217;s Tesla Is A &#8216;Multi-Trillion-Dollar Opportunity,&#8217; But Short-Term Outlook Is &#8216;Shaky,&#8217; Says Expert</a></li>
</ul>
Image: Shutterstock

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