General Motors Option Alert: Sep 19 $55 Calls at the Bid: 5000 vs 11337 OI

General Motors Option Alert: Sep 19 $55 Calls at the Bid: 5000 @ $1.35 vs 11337 OI; Ref=$52.94

General Motors (NYSE:GM) Bolsa

GENERAL MOTORS CO

General Motors

General Motors Co. emerged from the bankruptcy of General Motors Corp. (old GM) in July 2009. GM has eight brands and operates under three segments: GM North America, GM International, and GM Financial. The United States now has four brands instead of eight under old GM. The company regained its US market share leadership in 2022, after losing it to Toyota due to the chip shortage in 2021. 2024's share was 17.0%. The Cruise autonomous vehicle arm, which GM now owns outright, previously operated driverless geofenced AV robotaxi services in San Francisco and other cities, but after a 2023 accident, GM decided that it will focus on personal AVs. GM Financial became the company's captive finance arm in 2010 via the purchase of AmeriCredit.

Tesla Cybercab

Long Ideas

Tech

Trading Ideas

AMZN

MSFT

TSLA

Tesla sigue cotizando como en 2020 pese a la caída de ventas y la fuerte competencia. ¿Está su valoración desconectada de la realidad?

Acciones de Tesla siguen sobrevaloradas: los rivales avanzan mientras su liderazgo se tambalea

Usa,,California,-,01,October,2019:,Coca,Cola,Bottle,With

Pre-Market Outlook

FARM

MEDP

Coca-Cola, GM, Medpace y Lockheed Martin protagonizan la jornada bursátil con resultados clave y sorpresas tras el cierre.

Coca-Cola, GM y Medpace mueven Wall Street: estas son las acciones que marcan la jornada

General Motors y Toyota critican a la NHTSA por frenar la innovación y piden regulación federal para vehículos autónomos en EE.UU.

GM, Toyota y otros critican a la NHTSA por frenar la innovación

General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) has outperformed the market over the past 5 years by 1.76% on an annualized basis producing an average annual return of 15.63%. Currently, General Motors has a market capitalization of $50.78 billion. 
Buying $100 In GM: If an investor had bought $100 of GM stock 5 years ago, it would be worth $208.03 today based on a price of $53.34 for GM at the time of writing.
<h3>General Motors's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1753994716_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

$100 Invested In General Motors 5 Years Ago Would Be Worth This Much Today

Automaker Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) wants investors and consumers to circle Aug. 11 on the calendar as the day when the company's position in <a href="https://www.benzinga.com/topic/electric-vehicle">the EV sector changes</a>.
What Happened: Ford reported<a href="https://www.benzinga.com/markets/earnings/25/07/46740005/ford-q2-earnings-revenue-eps-beat-estimates-shares-slide-as-automaker-warns-of-2-billion-tariff-headwind"> second-quarter financial results </a>this week, which included more details on the economic impacts that tariffs from the Donald Trump administration have had on the company.
While tariffs and the financial results were among the headlines, CEO Jim Farley provided another headline during the company's earnings call.
"August 11 will be a big day for all of us at Ford," Farley said during Wednesday's earnings call, as <a href="https://insideevs.com/news/767532/ford-ev-reveal-model-t-moment-august-11/">reported </a>by InsideEVs. "We will be in Kentucky to share more about our plans to design and build a breakthrough electric vehicle and a platform in the U.S."
According to the report, this could be Ford's secretive project that could be used for multiple EV models, including a compact SUV, small pickup truck, and an electric delivery vehicle.
"This is a Model T moment for us at Ford."
Farley's comments reference the early Ford vehicle that helped pioneer the mass production of low-cost vehicles. The presentation is likely to highlight more than one future model, according to comments from Farley.
The CEO said the event will be a "chance to bring a new family of vehicles to the world that offer incredible technology, efficiency, space, and features."
Read Also: <a href="https://www.benzinga.com/markets/tech/25/06/46020713/ford-says-upcoming-budget-ev-platform-will-rival-chinese-ev-prices-report">Ford Says Upcoming Budget EV Platform Will Rival Chinese EV Prices: Report</a>
Why It's Important: Ford's teaser comes as the Trump administration plans to eliminate federal EV tax credits later this year.
Ford is emphasizing growth from other vehicles, including hybrids and its gas-powered vehicles. It&#8217;s also canceling a three-row electric SUV that was in development.
Ford currently offers the Mustang Mach-E, F-150 Lightning and E-Transit van. The F-150 Lightning is the top-selling electric pickup truck in 2025. It <a href="https://www.benzinga.com/markets/large-cap/25/07/46475391/tesla-cybertruck-bet-not-paying-off-ford-gm-outsell-ev-giant">outsold models from</a> Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>).
General Motors, meanwhile, ramped up efforts in the EV space. Its pickup trucks saw strong unit growth for deliveries in the first half of 2025. 
Ford's event could see the unveiling of vehicles that will compete directly with GM models or Tesla models.
Ford's Model e EV segment had revenue of $2.4 billion in the second quarter, up 105% year-over-year. While the auto maker has lower EV sales in Q2, its hybrid deliveries rose.
Price Action: Ford stock trades at $11.02 on Thursday versus a 52-week trading range of $8.44 to $11.97.
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</ul>
Image: Shutterstock

Management

Ford CEO Teases Breakthrough EV: 'Model T Moment' For Company

Co-host of Fox News&#8217; &#8220;The Five&#8221; Jessica Tarlov took aim at President Donald Trump and Sen. Josh Hawley (R-MO) this week over their push for rebate checks funded by tariff revenue. Tarlov argued the move highlights how tariffs are hurting American consumers, not foreign competitors.
<h2 class="wp-block-heading">Tariffs Are &#8216;Taxes On Americans,&#8217; Tarlov Says</h2>
&#8220;Trump has been creating these trade wars that have resulted in Americans paying more for goods,&#8221; Tarlov <a href="https://x.com/JessicaTarlov/status/1950005631680721358">posted on X</a> on Monday. &#8220;Tariffs are <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46622277/trumps-trade-deal-with-japan-a-tax-on-americans-economist-says-not-remotely-optimistic-us-auto-companies-will-gain-as-toyota-and-honda-stocks-rally">taxes on Americans</a> — consumers pay, not foreign companies.&#8221;
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Trump has been creating these trade wars that have resulted in Americans paying more for goods. Tariffs are taxes on Americans — consumers pay, not foreign companies. If they really helped, why are Trump and Josh Hawley now pushing rebate checks? Because voters feel the rising… <a href="https://t.co/GwaqzeCEWZ">pic.twitter.com/GwaqzeCEWZ</a>
&mdash; Jessica Tarlov (@JessicaTarlov) <a href="https://twitter.com/JessicaTarlov/status/1950005631680721358?ref_src=twsrc%5Etfw">July 29, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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During a segment on &#8220;The Five&#8221; earlier in the day, Tarlov criticized Trump&#8217;s claim that tariffs benefit the economy. She pointed out that companies like Walmart (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) have raised prices as much as 51%, and that major automakers like General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) and Volkswagen have lost billions in profit.
&#8220;They&#8217;re not going to eat the tariff,&#8221; she said. &#8220;They&#8217;re going to pass it on to you.&#8221;
Tarlov questioned the logic behind the new rebate push: &#8220;If they really helped, why are Trump and Josh Hawley now pushing rebate checks? Because voters feel the rising cost of living due to tariffs.&#8221;
She added that Trump initiated nearly all of the trade wars currently affecting Americans, with the exception of China. &#8220;We essentially had favored nation [status] with the EU, being about 1% import. So 15% is a lot more than 1%,&#8221; she said, referring to tariff increases under Trump.
Trending: $100k+ in investable assets? <a href="https://www.benzinga.com/money/wiseradvisor-retirement-planning">Match with a fiduciary advisor for free to learn how you can maximize your retirement and save on taxes</a> – no cost, no obligation.
<h2 class="wp-block-heading">Hawley Proposes $600 Rebate Checks</h2>
On Monday, Hawley introduced a bill that would send at least $600 to every adult and child in America. The rebate would function like a refundable tax credit, similar to stimulus checks during the COVID-19 pandemic.
&#8220;Like President Trump proposed, my legislation would allow hard-working Americans to benefit from the wealth that Trump&#8217;s tariffs are returning to this country,&#8221; Hawley <a href="https://www.hawley.senate.gov/hawley-introduces-legislation-to-send-rebate-checks-to-working-americans/">stated</a> on Monday.
The U.S. Treasury Department recently <a href="https://www.benzinga.com/news/politics/25/07/46386524/trump-wants-blanket-tariffs-of-up-to-20-after-surprise-treasury-surplus-in-june-ed-yardeni-says-dont-push-your-luck">reported $27 billion</a> in customs duties for June, up $4 billion from the previous month. However, inflation also ticked up.
The <a href="https://www.hawley.senate.gov/wp-content/uploads/2025/07/Hawley-American-Worker-Rebate-Act-Bill-Text.pdf">rebates</a> would be reduced for higher-income earners: joint filers over $150,000, heads of household over $112,500, and individuals over $75,000.
See Also: Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die."<a href="https://www.benzinga.com/money/warren-buffet-make-money-when-you-sleep"> Here&#8217;s how you can earn passive income with just $10.</a>
<h2 class="wp-block-heading">Trump: We&#8217;re Thinking About a Rebate</h2>
Trump himself floated the idea of rebate checks during a recent exchange with a reporter.
&#8220;We&#8217;re thinking about that actually,&#8221; he <a href="https://www.youtube.com/watch?v=2U1rwjHAggc">said</a>. &#8220;We have so much money coming in from tariffs that a <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46653477/trump-mulls-little-rebate-for-americans-funded-by-tariff-revenue-but-heres-the-big-thing-he-wants-to-do-first">little rebate</a> for people of a certain income level might be very nice.&#8221;
Trump added that paying down debt is also a priority, but confirmed rebate checks are under serious consideration.
While Hawley&#8217;s bill is in its early stages, it may face resistance in Congress. House Speaker Mike Johnson (R-LA) has previously dismissed similar direct payment proposals.
Read Next: How do billionaires pay less in income tax than you?<a href="https://www.benzinga.com/money/tax-deferring-adv"> Tax deferring is their number one strategy</a>.
Image: Shutterstock

If Tariffs Are That Great, 'Why Are Trump And Josh Hawley Now Pushing Rebate Checks?' Fox News Host Asks

The Trump administration's EPA, or Environmental Protection Agency, has announced a proposal to overturn 2009's Endangerment Finding, which forms the basis of key climate action initiatives as well as curbs on carbon emissions.
What Happened: U.S. EPA Administrator Lee Zeldin announced the proposal from a dealership in Indiana on Tuesday. An official press release by the agency outlines that rescinding the finding would repeal all "resulting greenhouse gas emissions regulations for motor vehicles and engines."
The endangerment finding lists harmful pollutants, like methane and carbon dioxide, that pose a risk to the environment resulting from the burning of fossil fuels and provides remedies to regulate them under the Clean Air Act.
The EPA, however, said that it lacked the legal authority to regulate emissions because of the finding and added that rescinding the finding would make cars more affordable and bring down the cost of living.&nbsp;
"With this proposal, the Trump EPA is proposing to end sixteen years of uncertainty for automakers and American consumers," Zeldin said.
The agency says that the proposal, if finalized, will save Americans $54 billion annually by repealing all Greenhouse Gas emission standards. The proposal also aims to remove all emissions norms for the auto industry.
Why It Matters: The proposal is the latest in a series of pro-gasoline and oil decisions taken by the Trump administration, as President Donald Trump recently signed the Big Beautiful Bill into law, which repealed the federal <a href="https://www.benzinga.com/markets/tech/25/06/45965638/amid-trumps-anti-ev-push-senate-republicans-propose-tax-bill-to-axe-7500-ev-credit">$7,500 EV credit</a>.
Trump had also signed a resolution to <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45911368/trump-signs-resolutions-to-overturn-californias-ev-mandate-report">overturn California's EV mandate</a>, which aimed to phase out gasoline vehicles by 2035 in favor of EVs and Hybrid vehicles in the state.
The bill also effectively makes <a href="https://www.benzinga.com/markets/tech/25/07/46258669/tesla-made-2-76-billion-from-zev-credits-in-2024-in-us-but-trumps-tax-bill-just-killed-this-revenue-stream">ZEV credit sales</a> redundant by relaxing CAFE or Corporate Average Fuel Economy norms, failure to comply with which costs automakers hefty fines, which the companies could offset by either bringing the fuel economy up or buying ZEV credits.
However, such a proposal would be a boost for legacy automakers like General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), which recently announced a <a href="https://www.benzinga.com/tech/25/05/45640639/general-motors-to-invest-888-million-in-ny-v-8-engine-plant-despite-surge-in-ev-market-share">$888 million investment</a> in a V-8 engine manufacturing plant in NY.
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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Image via Shutterstock

Politics

Trump EPA Wants To Overturn 2009 Endangerment Finding That Controls Carbon Emissions To End '16 Years Of Uncertainty For Automakers'

Kevin O'Leary, also known as "Mr Wonderful," says artificial intelligence is helping businesses like his fight inflation and survive margin pressure brought on by new tariffs.
What Happened: In a video posted Tuesday on X, formerly Twitter, the "Shark Tank" investor broke down how companies are coping with rising costs, citing General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) as an example of how businesses may navigate a <a href="https://www.benzinga.com/news/topics/25/07/46699454/kevin-oleary-says-the-tariff-drama-is-settling-and-the-markets-calming-because-trump-found-the-loophole">45% margin hit</a>.
"This may be the roadmap for every business," O'Leary said on Fox Business.
One-third of the margin hit, they're going to eat themselves, so they're going to have to find ways to be more productive, he said. One-third, they're going to push out on price increases, which "I agree is inflationary."
But the last third? That's where AI comes in.
See also:&nbsp;<a href="https://www.benzinga.com/news/movers-shakers/25/06/45807280/elon-musk-bleeds-34-billion-as-tesla-shares-tank-14-amid-spat-with-trump-how-the-billionaires-fortune-has-fared-so-far-in-2025" target="_blank" rel="noreferrer noopener">Elon Musk Loses $34 Billion As Tesla Sheds $153 Billion Amid Feud With Trump—Here&#8217;s How The Billionaire&#8217;s Fortune Has Fared So Far In 2025</a>
He emphasized that every one of the 54 small businesses in his private portfolio is now leveraging vertical applications of AI to reduce operational costs — whether in insurance, wireless charging, or other sectors.
"We've never had tariffs before with an AI multiplier in it," he said. "This forces us to figure out a way to be more productive."
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">This may be the roadmap for every business. One-third reduction they&#39;re gonna eat themselves so they&#39;re gonna have to find ways to be more productive to absorb that hit. One-third they&#39;re gonna push out on price increases, which I agree is inflationary. But here&#39;s the big… <a href="https://t.co/TYtE7j3p5o">pic.twitter.com/TYtE7j3p5o</a>
&mdash; Kevin O&#39;Leary aka Mr. Wonderful (@kevinolearytv) <a href="https://twitter.com/kevinolearytv/status/1950315671046258971?ref_src=twsrc%5Etfw">July 29, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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Why It's Important: O'Leary's comments come as many companies grapple with rising tariffs and inflationary pressure, especially in sectors heavily exposed to global supply chains.
His view reflects a growing consensus that artificial intelligence is not just a tech trend but a crucial tool for business survival and <a href="https://www.benzinga.com/markets/tech/25/07/46365117/goldman-bets-on-ai-developer-to-boost-productivity-could-this-be-the-future-of-wall-street-jobs">long-term productivity gains</a>.
Last week, Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) CEO Sundar Pichai reportedly urged employees to increase their <a href="https://www.benzinga.com/markets/tech/25/07/46711169/sundar-pichai-tells-employees-to-embrace-ai-or-fall-behind-as-google-parent-prepares-for-85-billion-spending-surge">use of AI to boost productivity</a>, highlighting that the company must &#8220;accomplish more&#8221; without expanding headcount.
Earlier this month, Yahoo Japan also instructed its 11,000 employees to incorporate generative AI into their daily workflows, to double productivity through automation by 2028.
AI-driven automation has also contributed to a surge in tech industry layoffs, impacting as many as 80,000 workers. Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), for example, has laid off 15,000 employees while simultaneously <a href="https://www.benzinga.com/markets/tech/25/06/46076895/microsofts-layoffs-news-july-2025-ai-investment-80-billion">allocating $80 billion toward</a> AI development.
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<li><a href="https://www.benzinga.com/media/25/05/45687166/apple-may-see-fewer-searches-in-safari-but-google-ceo-sundar-pichai-insists-ai-is-fueling-overall-query-growth-far-from-a-zero-sum-game" target="_blank" rel="noreferrer noopener">Apple May See Fewer Searches In Safari, But Google CEO Sundar Pichai Insists AI Is Fueling Overall Query Growth: ‘Far From A Zero-Sum Game'</a></li>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

GOOG

GOOGL

Kevin O'Leary Says All 54 Of His Small Businesses Are Using AI To Cut Costs, Stay Competitive Amid Tariffs

Investor Kevin O&#8217;Leary, better known as &#8220;Mr. Wonderful&#8221; from the &#8220;Shark Tank&#8221; TV show, believes the U.S. market is stabilizing despite recent trade tensions because President Donald Trump has figured out a workaround on tariffs.
<h2 class="wp-block-heading">Trump&#8217;s Strategy: Tariffs As A Value-Added Tax Substitute</h2>
&#8220;This tariff drama? It's settling,&#8221; O&#8217;Leary <a href="https://x.com/kevinolearytv/status/1948212348918870171">wrote on X</a> on Thursday. &#8220;The market&#8217;s calming because Trump found the loophole. He can&#8217;t add a value-added tax like other countries, so he calls it a tariff and gets the same result.&#8221;
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O&#8217;Leary told <a href="https://www.youtube.com/watch?v=W79x_vtc54w">Fox Business</a> the same day that global markets are beginning to understand how Trump&#8217;s reciprocal tariff system works. What they care about now is predictability. &#8220;The market wants a headline number,&#8221; he said. &#8220;What do you got, 10? You got 15? &#8230; The rest of the stuff, that&#8217;s sausage being made. Nobody gives a damn.&#8221;
O&#8217;Leary pointed to General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) as an example of how U.S. companies are adapting. He said that GM reportedly lost 45% on margins due to tariffs, but the auto maker&#8217;s finance chief, Paul Jacobson, laid out a plan: absorb one-third of the cost, pass one-third to consumers, and rely on artificial intelligence to cover the rest.
He argued that while the U.S. cannot impose consumer taxes like those in Europe or Japan, Trump&#8217;s use of tariffs acts as a substitute. &#8220;Poof, &#8216;Puff the Magic Dragon.&#8217; He&#8217;s getting his dollars from tariffs the same way the Japanese, the Canadians are with value-added taxes.&#8221;
Trending: ‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. You can <a href="https://www.benzinga.com/money/mode-mobile-2">invest today for just $0.30/share.</a>
<h2 class="wp-block-heading">Detroit Automakers Raise Red Flags</h2>
However, not everyone is cheering. The American Automotive Policy Council, which represents Ford (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), GM, and Stellantis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>), is pushing back on a recent trade deal with Japan. The agreement would lower tariffs on Japanese auto imports to 15%, while imports from Canada and Mexico still face a 25% rate.
&#8220;Any deal that charges a lower tariff for Japanese imports with virtually no U.S. content than the tariff imposed on North American built vehicles with high U.S. content is a bad deal for U.S. industry and U.S. auto workers,&#8221; AAPC President Matt Blunt told <a href="https://www.reuters.com/business/autos-transportation/detroit-three-automakers-raise-concerns-about-japan-trade-deal-2025-07-23/">Reuters</a> on Wednesday.
The criticism comes as GM announced a <a href="https://www.benzinga.com/markets/earnings/25/07/46542820/general-motors-faces-tariffs-heat-margins-shrink">$1.1 billion hit from tariffs</a> in the second quarter, with more expected. Stellantis <a href="https://abcnews.go.com/Business/jeep-maker-stellantis-lose-27-billion-due-partly/story?id=123921743">reported</a> $350 million in losses over the first half of the year tied to tariffs and said it had to reduce shipments and cut production.
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Despite the concerns, the White House spokesman Kush Desai defended the Japan deal as &#8220;a historic win for American automakers&#8221; that will remove long-standing trade barriers. But <a href="https://www.benzinga.com/25/05/45314561/trumps-uk-trade-deal-draws-criticism-from-ford-gm-stellantis-this-hurts-american-automakers-suppliers-and-auto-workers">similar criticism was raised</a> by AAPC over a U.K. deal that allows 100,000 British cars to enter the U.S. at a 10% tariff, nearly the entire volume Britain exported last year.
For now, O&#8217;Leary said the <a href="https://www.benzinga.com/markets/equities/25/07/46189390/us-stock-market-hits-record-63-8-trillion-doubling-in-5-years-bigger-than-europe-china-japan-india-combined">market is showing signs of confidence</a>, especially since the chaos seen in early April has subsided. &#8220;Proof is in the pudding. Let&#8217;s wait, you know, another quarter or whatever. So far, so good.&#8221;
Read Next: Warren Buffett once said, "If you don't find a way to make money while you sleep, you will work until you die."<a href="https://www.benzinga.com/money/warren-buffet-make-money-when-you-sleep"> Here&#8217;s how you can earn passive income with just $10.</a>
Image: Shutterstock

STLA

Kevin O'Leary Says The 'Tariff Drama' Is Settling And The Market's Calming Because Trump 'Found The Loophole'

Cosmetics company Mary Kay is known for many things including its help in<a href="https://www.benzinga.com/general/entrepreneurship"> launching beauty entrepreneurs</a>. The company is also known for the pink Cadillac vehicles awarded to the top sales employees.
What Happened: Mary Kay is diving into the electric future with an announcement that it will now switch to the Cadillac OPTIQ<a href="https://www.benzinga.com/topic/electric-vehicle"> electric vehicle</a> for its special Mary Kay model.
This marks the first time Mary Kay has gone electric and sees the company continuing to work with the Cadillac brand that it has partnered with for many years.
Mary Kay <a href="https://newsroom.marykay.com/media/mary-kays-iconic-pink-cadillac-goes-electric-with-the-all-new-optiq/">showed </a>off a pink Cadillac OPTIQ at its recent annual seminar in North Carolina.
"For decades, the Mary Kay pink Cadillac has symbolized accomplishment, aspiration and the power of recognition," Mary Kay CEO Ryan Rogers said. "With the introduction of the all-electric OPTIQ, we're honoring that iconic legacy while driving into a transformative future."
Cadillac is owned by General Motors Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), one of the legacy automakers hoping to advance its electric vehicle lineup.
"Our relationship with Mary Kay spans decades and is built on shared values of innovation, empowerment, and excellence," GM Envolve Vice President Ian Hucker said. &#8220;As the organization takes bold steps into the future with the transition to an electric vehicle, we are proud to stand beside them, supporting a vision that's not only sustainable but also deeply inspiring."
Read Also: <a href="https://www.benzinga.com/tech/24/12/42666472/gms-60000-cadillac-lyriq-was-its-best-selling-ev-in-2024-as-of-q3-is-premium-the-way-to-go-for-ev-makers">GM&#8217;s $60,000 Cadillac Lyriq Was Its Best Selling EV In 2024 As Of Q3: Is Premium The Way To Go For EV Makers?</a>
Why It's Important: Cadillac launched the OPTIQ in late 2024. With the Mary Kay partnership, the vehicle model could get increased attention and brand recognition, especially among women.
In 1968, Mary Kay founder Mary Kay Ash bought a Cadillac Coupe De Ville in Texas and had the vehicle painted pink to match the Mary Kay lip and eye palette.
General Motors later named the color Mary Kay Pink Pearl and kept the shade exclusive for Mary Kay.
Mary Kay was the number one direct selling brand of skin care and color cosmetics globally for 2023, 2024 and 2025, according to Euromonitor International.
Mary Kay independent beauty consultants can earn the use of a pink Cadillac or a vehicle lease by hitting certain sales milestones. Around 10% of the company's independent sales directors earn the use of the iconic pink Cadillac. Since the program was <a href="https://www.marykay.com/en-us/sell-mary-kay/career-car-program">launched </a>in 1969, over 171,000 Mary Kay members have qualified or re-qualified as part of the Mary Kay Career Car program. The company said there are around 1,000 pink Cadillacs on the road today as part of the program.
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Photo courtesy: Mary Kay Inc.

Entrepreneurship

Mary Kay Iconic Pink Cadillac Goes Electric: 'Driving Into A Transformative Future'

As the uncertainty surrounding Trump tariffs and other policy changes in Washington continues, middle-income Americans are accelerating their car-buying plans, a new survey reveals.
What Happened: A new survey by&nbsp;Santander Holdings USA&nbsp;shows that the majority of middle-income Americans are concerned about rising car prices and the impact of future price uncertainty. Despite these worries, three-quarters of the respondents believe&nbsp;they are on the right&nbsp;financial track,&nbsp;<a href="https://www.axios.com/2025/07/28/car-buyers-prices-tariffs-survey?ref=biztoc.com">reported</a>&nbsp;Axios on Monday.
&#8220;Our&nbsp;research finds consumers are taking&nbsp;proactive steps to secure what&nbsp;matters most, especially autos,&#8221; said&nbsp;Betty Jotanovic, president of auto&nbsp;relationships at Santander Consumer USA.
The survey also highlights the significance of vehicle access to families, with many consumers making proactive decisions to secure their transportation needs.
Consumers are keeping a close eye on how uncertainty around future prices might influence their spending decisions. In Q2, 55% said they were considering purchasing a car in the next year, up from 47% in Q1. Additionally, 18% accelerated major purchases due to price concerns, with 41% of those buying a car.
Despite rising prices, consumers appear more eager to make a move—half of potential buyers say they're now more likely to take out an auto loan, 48% are more inclined to buy a used vehicle, and 42% are more likely to complete a purchase within the next three months.
SEE ALSO:&nbsp;<a href="https://benzinga.com/markets/macro-economic-events/25/07/46651859/trumps-new-eu-trade-deal-labeled-bad-news-by-economists-as-dow-futures-spike-over-1" target="_blank" rel="noreferrer noopener">Trump&#8217;s New EU Trade Deal Labeled &#8216;Bad News&#8217; By Economists As Dow Futures Spike Over 150 Points</a>
Why It Matters: The surge in car-buying plans among middle-income Americans reflects the impact of the ongoing policy shifts in Washington. This trend is also evident in the used car market, where buyers are facing&nbsp;<a href="https://www.benzinga.com/personal-finance/management/25/07/46483841/a-used-car-buyer-is-baffled-by-prices-says-there-are-no-more-affordable-safe-and-reliable-starter-cars-with-less-than-100k-miles">sticker shock</a>&nbsp;and dealerships are&nbsp;<a href="https://www.benzinga.com/personal-finance/management/25/07/46370165/car-buyer-says-paying-cash-made-the-dealer-act-like-they-just-spoke-fluent-dolphin-theyre-not-dealerships-anymore-theyre-bankerships">reacting</a>&nbsp;to cash payments in unusual ways.
These changes are occurring against the backdrop of the Trump administration&#8217;s&nbsp;$550 billion <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46622277/trumps-trade-deal-with-japan-a-tax-on-americans-economist-says-not-remotely-optimistic-us-auto-companies-will-gain-as-toyota-and-honda-stocks-rally">trade deal with Japan</a>, which some experts argue is essentially a tax increase for American consumers. 
The American Automotive Policy Council, representing U.S. automakers like GM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), Ford (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and Stellantis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>), has opposed a new trade deal that imposes a 25% tariff on U.S.-made vehicles from Canada and Mexico, while Japan faces only a 15% tariff, thus potentially raising vehicle prices in the U.S..
However, the U.S. Commerce Secretary&nbsp;<a href="https://www.benzinga.com/news/politics/25/07/46627767/commerce-secretary-howard-lutnick-dismisses-silly-concerns-of-us-automakers-over-japan-trade-deal-says-theyre-cool-with-it">Howard Lutnick</a>&nbsp;has stated that American auto CEOs are in favor of the new trade agreement.
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</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46549018/general-motors-delivers-q2-beat-braces-for-higher-tariff-pressures-ahead"> </a>

Trump Tariff Worries Drive Middle-Income Americans To Rush Car Buys: Report

Tesla Inc. Rivals BYD Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDF#OTC">BYDDF</a>), Toyota Motor Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>), Volkswagen AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VLKAF#OTC">VLKAF</a>) and Buick, owned by General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), have been accused of inflating sales figures in China amid fierce competition.
What Happened: A review of over 97 consumer complaints in China on three well-known websites points to the tactic being used by multiple brands in the region, Reuters reported on Monday.
Some complaints date as far back as 2021, the report suggests, but a majority of them were filed in 2024 and 2025 on 12365auto.com, a state-run China.com 315 auto consumer complaint platform, as well as Black Cat, the report said.
Yale Zhang, an expert cited in the report, said the practice disguises inventory, leading to "a misjudgment of monthly demand within the industry and result in increased production scheduling."
14 complaints said that the brands' dealerships in China told them the practice was undertaken to meet sales targets. Automakers such as Geely Automobile Holdings Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/GELYF#OTC">GELYF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/GELYY#OTC">GELYY</a>), Li Auto Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>) and Nissan (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) have also been named in the report.
BYD, Toyota, Volkswagen, General Motors, Geely, Li Auto and Nissan did not immediately respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment. 
Why It Matters: The news follows an earlier report where brands like Zeekr Intelligent Technology Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZK#NYSE">ZK</a>) and Neta Auto were <a href="https://www.benzinga.com/markets/asia/25/07/46512860/tesla-rival-geelys-zeekr-neta-inflated-sales-data-in-china-through-insurance-scheme-amid-zero-mileage-used-cars-row-report">accused of engaging</a> in the practice as competition in China's domestic market has concerned authorities, who <a href="https://www.benzinga.com/markets/tech/25/07/46460051/china-says-it-will-regulate-phenomenon-of-irrational-competition-amid-ev-price-war-report">term it "irrational.</a>"
The government had also previously<a href="https://www.benzinga.com/news/topics/25/06/45715047/byds-aggressive-pricing-triggers-ev-rat-race-stock-tumbles-authorities-voice-concern"> raised concerns</a> about the fierce competition in the industry, urging companies to also<a href="https://www.benzinga.com/markets/tech/25/06/45878086/tesla-rivals-byd-xpeng-pledge-faster-supplier-payments-amid-ev-price-war-in-china-report"> clear dues to the suppliers</a> within 60 days by introducing a regulation in March, which came into effect in June.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
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Photo: Johnathan Weiss/Shutterstock

BYDDF

BYDDY

GELYF

GELYY

NSANY

VLKAF

Tesla Rivals BYD, Toyota, VW, GM Accused Of Faking Car Sales In China To Hit Targets: Report

Wall Street ended the week on a high, with tech-driven indices hitting fresh records as strong corporate earnings, robust economic data, and breakthrough trade <a target="_blank" href="https://www.benzinga.com/markets/market-summary/25/07/46643937/trade-deals-wall-street-trump-fed-attack" rel="noreferrer noopener">deals lifted investor sentiment.</a>
The U.S. finalized new trade agreements with Indonesia, the Philippines, and Japan—Tokyo's pact being the most notable, cutting tariffs on Japanese autos <a target="_blank" href="https://www.benzinga.com/markets/market-summary/25/07/46648088/benzinga-bulls-and-bears-t-mobile-lendingtree-molina-healthcare-and-trade-deal-optimism-boosts-markets" rel="noreferrer noopener">and goods from 25% to 15%.</a>
In return, Japan committed $550 billion in investments and expanded access to U.S.-made products.
A U.S.-EU trade deal is reportedly nearing completion and could mirror the Japan agreement, with tariff relief expected before the August 1 deadline.
Also :&nbsp;<a href="https://benzinga.com/crypto/cryptocurrency/25/07/46612914/bitcoin-could-go-to-300000-before-great-depression-crisis-traders-argue?tblci=GiAIRlI0k8093O7NDun8A3VPr6xAR70_aoZJ6XnLiAtCAyCN1Vcoz7Dpifi1v-7FATDviEo" target="_blank" rel="noreferrer noopener">Bitcoin Could Go To $300,000 Before ‘Great Depression' Crisis, Traders Argue – Benzinga</a>
Meanwhile, President Donald Trump signed an Executive Order to bolster America's artificial intelligence leadership by facilitating the export of full-stack AI systems to trusted allies.
The White House said the move aims to advance both economic competitiveness and national security.
Earnings:
Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) &nbsp;reported second-quarter revenue of $96.43 billion, beating analyst<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46587283/alphabet-q2-earnings-revenue-eps-beat-estimates-google-parent-raises-capex-outlook-due-to-strong-and-growing-cloud-demand" rel="noreferrer noopener">&nbsp;estimates of $93.72 billion.</a>
The Google parent reported second-quarter earnings of $2.31 per share, beating estimates of $2.16 per share.
Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) reported second-quarter revenue of $22.5 billion, down 12% year-over-year. The revenue missed a Street <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46587882/tesla-q2-earnings-highlights-revenue-and-earnings-fall-short-new-models-still-set-for-2025-2026" rel="noreferrer noopener">consensus estimate of $22.8 billion.</a>
International Business Machines Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) reported quarterly earnings of&nbsp;$2.80&nbsp;per share, which beat the <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46587952/ibm-shares-slide-after-q2-results-eps-beat-revenues-beat" rel="noreferrer noopener">Street consensus estimate of&nbsp;$2.64. </a>Quarterly revenue came in at&nbsp;$16.977 billion, which beat the consensus estimate of&nbsp;$16.576 billion.
General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>): &nbsp;registered second-quarter adjusted earnings per share of $2.53, beating the&nbsp;analyst consensus estimate of $2.40. Quarterly sales of $47.12 billion outpaced<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46542820/general-motors-faces-tariffs-heat-margins-shrink" rel="noreferrer noopener"> the Street view of $45.57 billion.</a>
Intel Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) reported second-quarter revenue of $12.86 billion, beating <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/07/46617195/intel-q2-earnings-revenue-beat-eps-miss-chipmaker-sees-clear-opportunities-to-enhance-competitive-position" rel="noreferrer noopener">analyst&nbsp;estimates of $11.91 billion</a>. The chipmaker reported a second-quarter adjusted loss of 10 cents per share, missing analyst estimates for earnings of one cent per share.
SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) reported quarterly adjusted earnings of $1.70,&nbsp;which beat the <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46559325/sap-reports-better-than-expected-q2-results-details" rel="noreferrer noopener">consensus estimate of&nbsp;$1.47</a>. Quarterly revenue of $10.23 billion beat the&nbsp;$9.11 billion Street estimate.
Lockheed Martin Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) reported second quarter net sales of $18.16 billion, marginally missing the Street estimate of $18.63 billion, while adjusted earnings per share of $7.29 topped the<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46546336/missile-wins-cant-offset-margin-collapse-lockheed-martin-tumbles-after-q2-report" rel="noreferrer noopener"> consensus forecast of $6.63.</a>
T-Mobile US, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMUS#NASDAQ">TMUS</a>) reported second-quarter earnings of&nbsp;$2.84&nbsp;per share, which beat the analyst<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46587855/t-mobile-stock-climbs-after-q2-results-crushed-growth-records" rel="noreferrer noopener"> consensus estimate of&nbsp;$2.68.</a>&nbsp;Quarterly revenue came in at $21.13 billion,&nbsp;which beat the Street estimate of&nbsp;$20.98 billion&nbsp;and is up from revenue of&nbsp;$19.77 billion&nbsp;from the same period last year.
Technology:
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) is investigating whether a leak from its early alert system for cybersecurity companies allowed Chinese hackers to exploit flaws in its&nbsp;SharePoint&nbsp;service before <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46647734/microsoft-probes-possible-breach-of-its-cyber-threat-notification-system-after-suspected-chinese-hack-report" rel="noreferrer noopener">they were patched.</a>
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) is facing mounting pressure from investors as concerns intensify over its lagging generative AI (GenAI) strategy, a key driver of growth <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/reiteration/25/07/46636565/apple-faces-existential-threat-if-it-fails-to-act-on-genai" rel="noreferrer noopener">across the tech sector.</a>
NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) advanced AI processors worth over $1 billion were reportedly smuggled to China after the U.S. government's <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46600247/nvidia-ai-chips-worth-1-billion-flood-chinas-black-market-after-trumps-export-curbs-its-like-a-seafood-market" rel="noreferrer noopener">efforts to restrict chip exports</a>.
Alibaba Group Holding (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) launched an&nbsp;upgraded version&nbsp;of its third-generation&nbsp;Qwen3 family&nbsp;of large language models (LLMs), enhancing its AI capabilities in math and coding to outperform top models from OpenAI <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46566307/alibabas-upgraded-qwen3-outperforms-openai-deepseek" rel="noreferrer noopener">and DeepSeek in key benchmarks.</a>
Jeff Bezos, founder and executive chairman of Amazon.com, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), has offloaded $1.5 billion worth of company stock just days ahead of the e-commerce giant&#8217;s <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46623965/jeff-bezos-offloads-1-5-billion-in-amazon-stock-ahead-of-q2-earnings-report-plans-to-sell-more" rel="noreferrer noopener">upcoming Q2 earnings report.</a>
The National Highway Traffic Safety Administration (NHTSA) has concluded its 14-month investigation into&nbsp;Alphabet&#8217;s&nbsp;self-driving company,&nbsp;Waymo. The investigation was initiated due to a series of minor collisions and<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46647825/alphabets-waymo-cleared-as-nhtsa-closes-14-month-robotaxi-safety-probe" rel="noreferrer noopener"> unexpected vehicle behavior.</a>
Broadcom Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) is facing legal scrutiny over its&nbsp;$61 billion acquisition of&nbsp;VMware, as European Union judges assess a challenge to the deal's approval filed by <a target="_blank" href="https://www.benzinga.com/m-a/25/07/46634755/broadcoms-61-billion-vmware-deal-faces-eu-court-challenge-could-regulatory-blowback-hit-growth" rel="noreferrer noopener">a cloud computing group.</a>
Artificial Intelligence
A new plan to make the U.S. the powerhouse in the artificial intelligence sector and win the global AI race could make several tech <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46580004/trumps-ai-action-plan-to-unleash-4th-industrial-revolution-dan-ives-picks-6-stock-winners" target="_blank" rel="noreferrer noopener">giants stand out, according to tech analyst Dan Ives</a>.
Here are Ives' picks and why he thinks the push into AI is so important now.
Amid growing concerns about the financial burden of developing new AI models,&nbsp;Bret Taylor, chairman of&nbsp;OpenAI, has issued a cautionary <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46647201/openai-chairman-says-only-tech-giants-can-afford-new-ai-models-startups-should-focus-on-applications" rel="noreferrer noopener">note to AI entrepreneurs.</a>
Taylor, who has a background with tech giants like Google and Facebook, highlighted the substantial costs involved in training new AI models.
Chinese Premier&nbsp;Li Qiang&nbsp;has proposed the establishment of a global organization to promote international cooperation in the field <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46647539/china-pushes-for-global-ai-body-amid-rising-tensions-with-us-over-tech-exports-report" rel="noreferrer noopener">of artificial intelligence (AI).</a>
Premier Li made this proposal during the World Artificial Intelligence Conference (WAIC) in Shanghai, Reuters reported on Friday.
Automobiles:
Pony AI Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PONY#NASDAQ">PONY</a>)&nbsp;launched 24/7&nbsp;Robotaxi operations on&nbsp;Friday in Guangzhou and Shenzhen, significantly expanding its service hours in two of<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46625780/pony-ai-kicks-off-24-7-robotaxi-service-in-guangzhou-and-shenzhen" rel="noreferrer noopener"> China's most dynamic economic hubs</a>.
This shift marks a key milestone in the company's Chinese expansion, increasing availability from 15 hours daily to full round-the-clock access. Pony.ai also extended its Robotaxi testing in Beijing to 24 hours a day.
Tesla is offering a range of incentives and discounts on all the vehicles in its lineup as sales continue to plummet.
The offers were shared by influencer&nbsp;Sawyer Merritt&nbsp;on X on Thursday, detailing the incentives the company<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46625917/elon-musk-led-tesla-announces-new-offers-incentives-on-entire-lineup-amid-sluggish-us-sales" rel="noreferrer noopener"> offers on all its models.</a>
Tesla said that it has received multiple shareholder proposals concerning the company&#8217;s&nbsp;potential investment&nbsp;in&nbsp;Elon Musk&#8217;s&nbsp;artificial intelligence startup,&nbsp;xAI.
In a statement shared on&nbsp;X, Tesla acknowledged growing shareholder interest in the proposed investment in&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46646932/elon-musks-tesla-to-include-shareholder-proposal-on-xai-investment-in-proxy-after-receiving-multiple-requests" rel="noreferrer noopener">Grok&#8217;s</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46646932/elon-musks-tesla-to-include-shareholder-proposal-on-xai-investment-in-proxy-after-receiving-multiple-requests" rel="noreferrer noopener">&nbsp;parent company.</a>
Lucid Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>)&nbsp;Interim CEO,&nbsp;Marc Winterhoff, hailed Chinese electric vehicles and Robotaxis, saying he was &#8220;impressed by how much they came of age,&#8221;<a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46571454/tesla-rival-lucids-ceo-hails-chinese-evs-reiterates-commitment-to-us-robotaxi-operations-with-uber" rel="noreferrer noopener"> amid&nbsp;</a><a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46571454/tesla-rival-lucids-ceo-hails-chinese-evs-reiterates-commitment-to-us-robotaxi-operations-with-uber" rel="noreferrer noopener">Uber Technologies, Inc.</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>).
AutoNation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AN#NYSE">AN</a>)&nbsp;is benefiting from a broader trend of robust consumer spending in the automotive sector,<a target="_blank" href="https://www.benzinga.com/markets/equities/25/07/46633103/autonation-expands-financing-program-strengthening-its-cash-flow" rel="noreferrer noopener"> propelling its stock upward. </a>The company reported second-quarter adjusted earnings per share of $5.46 on Friday, beating the analyst consensus estimate of $4.60.
Quarterly sales of $6.974 billion outpaced the Street view of $6.769 billion.
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<li><a href="https://www.benzinga.com/trading-ideas/movers/25/07/46497814/3-dividend-bargains-for-the-rest-of-2025" target="_blank" rel="noreferrer noopener">3 Dividend Bargains For The Rest Of 2025</a></li>
</ul>

Equities

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General

AAPL

AVGO

BABA

INTC

LCID

NVDA

PONY

TMUS

UBER

Consumer Tech News (July 21–July 25): Big Tech Earnings, Pony AI Robotaxi, Tesla Discounts And More

Rivian Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) stock <a href="https://www.benzinga.com/topic/rivian" target="_blank" rel="noreferrer noopener">traded higher on</a> Friday, a positive movement largely mirroring gains seen by industry titan Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>). 
Tesla&#8217;s stock saw gains following a Business Insider <a href="https://www.businessinsider.com/tesla-robotaxi-bay-area-launch-san-francisco-memo-2025-7">report</a> indicating the imminent rollout of its robotaxi service in San Francisco this weekend. 
Despite this positive daily movement, Rivian&#8217;s year-to-date performance, with a gain of just over 6%, continues to trail the Nasdaq 100 Index&#8217;s more robust 11% return.
Also Read: <a href="https://www.benzinga.com/markets/bonds/25/06/45723708/rivian-stock-goes-red-after-offering-1-25-billion-green-bond-to-refinance-2026-debt" target="_blank" rel="noreferrer noopener">Rivian Stock Goes Red After Offering $1.25 Billion Green Bond To Refinance 2026 Debt</a>
This contrasts sharply with Tesla, which has seen a 21% year-to-date plunge, grappling with its second consecutive quarterly sales decline and issuing a warning of &#8220;rough quarters&#8221; ahead due to the expiration of federal EV tax credits. 
Weaker automotive revenue, escalating competition (particularly in China and Europe), and a lack of 2025 guidance have further amplified investor concerns for Tesla, as reported by <a href="https://www.cnbc.com/2025/07/24/tesla-tsla-shares-today.html#:~:text=Tesla%20shares%20fell%20on%20Thursday,federal%20electric%20vehicle%20tax%20credits.">CNBC</a> on Thursday.
While Rivian&#8217;s overall year-to-date trajectory might lag, the company is actively pursuing a strategy of expansion and technological innovation. Last week, Rivian joined the prestigious Russell 1000 index, <a href="https://www.benzinga.com/markets/large-cap/25/07/46449975/rivian-unseats-lucid-draftkings-ousts-plug-power-in-russell-1000-shake-up">a significant milestone</a>, while its rival, Lucid (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>), exited the index.
Rivian is <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46478004/rivian-stock-is-trading-higher-friday-weekly-recap">accelerating its growth</a> by strengthening its U.S. and Canadian footprint. The EV manufacturer has confirmed plans to open an East Coast headquarters in Atlanta, Georgia, by late 2025. 
This new office will complement its ongoing $5 billion manufacturing facility development in nearby Social Circle and is expected to initially employ 100 people, eventually scaling to 500. 
Furthermore, Rivian recently broke ground in Laval, Québec, Canada, on a new service center in partnership with Montoni Group. This facility, built by local partners, aims to enhance after-sales support and is another step in Rivian&#8217;s broader North American expansion strategy.
In terms of technological advancements, Rivian continues to enhance the EV driving experience. The company recently unveiled a next-generation in-car navigation system co-developed with Alphabet&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google. 
This integration of Google Maps&#8217; Auto SDK provides improved route planning, more detailed energy monitoring through an upgraded Energy app, and smart charging features launching this month, with bidirectional charging slated for 2025. Rivian has also maintained its focus on execution amid potential policy shifts. The company reaffirmed its full-year delivery guidance of 40,000 to 46,000 vehicles after delivering 10,661 units in the second quarter of 2025. 
While potential changes to fuel economy standards could impact its $325 million ZEV credit revenue stream, Rivian&#8217;s strong product roadmap, including the upcoming R2 launch in early 2026, and strategic infrastructure investments position it for long-term growth.
However, Rivian could <a href="https://www.benzinga.com/markets/tech/25/07/46627485/trump-tariffs-are-causing-decline-in-ev-battery-demand-says-tesla-general-motors-supplier-lg" target="_blank" rel="noreferrer noopener">face major setbacks</a> as Donald Trump&#8217;s tariffs and new legislation threaten to derail EV growth in the U.S. LG Energy Solutions, a key battery supplier for Tesla and General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), warned that the combination of new tariffs and the early end to EV subsidies will pressure automakers to hike prices, likely slowing demand across the board.
Rivian stands to lose even more under Trump&#8217;s &#8220;Big Beautiful Bill,&#8221; which scraps the $7,500 federal EV tax credit and weakens CAFE standards. That could severely impact ZEV credit sales, a key revenue stream for emerging EV players like Rivian. As industry suppliers like LG and Panasonic have already shifted production plans in response to declining demand, Rivian may struggle to stay competitive without meaningful policy support.
In other recent developments, Rivian founder and CEO RJ Scaringe <a href="https://www.benzinga.com/markets/tech/25/07/46424013/rivian-ceo-joins-bezos-gates-divorce-club-voting-power-slashed-before-r2-debut" target="_blank" rel="noreferrer noopener">transferred about 4 million</a> shares and 6 million stock options to his ex-wife, Meagan Scaringe, as part of their divorce settlement, reducing his stake in the EV maker. The move lowers his ownership to roughly 2% and his voting power to 4%, the smallest since Rivian&#8217;s 2021 IPO. While the transfer doesn&#8217;t impact Rivian&#8217;s operations, it reshapes the company&#8217;s ownership structure ahead of its R2 launch and could factor into future acquisition scenarios.
Price Action:&nbsp;Rivian shares are trading higher by 2.28% at $14.14 at last check on Friday.
Read Next:
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<li><a href="https://www.benzinga.com/trading-ideas/movers/25/07/46397924/lucid-stock-sinks-in-2025-whats-driving-the-decline" target="_blank" rel="noreferrer noopener">Lucid Stock Sinks In 2025: What&#8217;s Driving The Decline?</a></li>
</ul>
Photo via Shutterstock

Movers

Media

RIVN

Rivian Gains On Tesla's Robotaxi Hype, But Challenges Loom

The U.S. Commerce Secretary&nbsp;Howard Lutnick&nbsp;has disclosed that American auto CEOs are in favor of President&nbsp;Donald Trump&#8217;s&nbsp;new trade deal with Japan.
What Happened:&nbsp;&nbsp;Lutnick, in an interview on&nbsp;<a href="https://www.cnbc.com/2025/07/24/lutnick-trump-japan-deal-auto-trade-tariffs.html?ref=biztoc.com">CNBC</a>&nbsp;on Thursday, stated that American auto CEOs have expressed their acceptance of the new trade agreement. The deal, announced by Trump earlier this week, could potentially levy lower tariffs on Japanese car imports compared to vehicles produced by U.S.&nbsp;companies in Canada and Mexico.
Despite objections from the American Automotive Policy Council, a group representing major U.S. automakers such as General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), Ford (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), and Stellantis (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>), Lutnick dismissed their concerns. "Oh, my God, that's just so silly," said the Commerce Secretary, emphasizing that there would be no tariffs on the U.S. automakers if they build in America.
Under the new agreement, Japan will face a 15% tariff on cars exported to the U.S., while American automakers will be hit with a 25% tariff on vehicles they produce in Canada and Mexico and bring into the U.S. This has led to a surge in the shares of Japanese automakers such as&nbsp;Toyota&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>),&nbsp;Honda&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>),&nbsp;Nissan&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>), and&nbsp;Mazda&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/MZDAY#OTC">MZDAY</a>).
However, Lutnick maintained that the CEOs he spoke with did not oppose the deal.
SEE ALSO:&nbsp;<a href="https://benzinga.com/crypto/cryptocurrency/25/07/46612914/bitcoin-could-go-to-300000-before-great-depression-crisis-traders-argue" target="_blank" rel="noreferrer noopener">Bitcoin Could Go To $300,000 Before &#8216;Great Depression&#8217; Crisis, Traders Argue &#8211; Benzinga</a>
Why It Matters: This new trade agreement comes on the heels of Trump announcing a $550 billion trade deal with Japan, which is expected to create hundreds of thousands of jobs. The deal also involves Japan opening its markets to US cars, trucks, rice, and other agricultural products, while agreeing to a reciprocal tariff of 15% on US imports.
However, not everyone is optimistic about the deal. Economist Justin Wolfers argues that the deal essentially results in a <a href="https://www.benzinga.com/markets/macro-economic-events/25/07/46622277/trumps-trade-deal-with-japan-a-tax-on-americans-economist-says-not-remotely-optimistic-us-auto-companies-will-gain-as-toyota-and-honda-stocks-rally">tax increase</a> for American consumers. He further states that the narrative surrounding the deal is confusing and misleading.
Moreover, the acceptance of the deal by Japan is seen by some market commentators as a sign of a deeper <a href="https://www.benzinga.com/crypto/25/07/46594681/japan-accepting-trump-trade-deal-a-sign-of-desperation-market-commentator-says-bitcoin-and-gold-have-known-this-for-a-long-time">economic crisis</a>. They suggest that Japan accepted an unfavorable deal involving a $550 billion investment in the US, with the US receiving 90% of the profits.
Following the announcement of the deal, Japan&#8217;s 10-year bond yields surged to 1.59%, a level not seen since 2008, indicating potential economic instability.
READ MORE: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/economic-data/25/07/46512424/howard-lutnick-says-trumps-august-1-tariff-hard-deadline-is-final-smaller-nations-face-10-base-rate">Howard Lutnick Says Trump&#8217;s August 1 Tariff &#8216;Hard Deadline&#8217; Is Final — Smaller Nations Face 10% Base Rate </a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

MZDAY

Commerce Secretary Howard Lutnick Dismisses 'Silly' Concerns Of US Automakers Over Japan Trade Deal, Says They're 'Cool' With It

South Korea's LG Energy Solutions, which is a battery supplier for U.S. automakers like Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), says that President Donald Trump's tariffs are slowing down EV battery demand.
What Happened: "U.S. tariffs and an early end to EV subsidies will put a burden on automakers, potentially leading to vehicle price increases and a slowdown in EV growth in North America," the company's CFO Lee Chang-sil said during a call with investors, Reuters reported on Friday.
The company, which is one of the few non-Chinese producers of LFP batteries, says it will boost energy storage production and convert some U.S. EV production facilities to manufacture energy storage systems so it can offset EV demand, the report suggests.
Why It Matters: The news comes in as Trump's tariffs have had a big effect on the auto industry in the U.S., with major auto companies announcing billions in additional costs <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46569949/trump-just-hammered-us-cars-with-tariffs-toyota-says-thanks">due to the tariffs</a>.
Tariffs, however, are only a part of the picture, as the administration's Big Beautiful Bill law has axed the <a href="https://www.benzinga.com/markets/tech/25/07/46595605/tesla-cfo-urges-customers-to-order-now-or-risk-delay-as-trump-nixes-7500-ev-credit">$7,500 federal EV credit</a> as well as announced <a href="https://www.benzinga.com/markets/tech/25/07/46536292/trumps-new-zev-credit-regulations-arent-as-bad-for-elon-musk-says-piper-sandler-tesla-will-still-book-around-3-billion">relaxed CAFE norms</a>, affecting <a href="https://www.benzinga.com/markets/tech/25/07/46385263/tesla-rival-rivian-could-lose-a-major-revenue-stream-due-to-a">ZEV credit sales</a> for EV makers like Tesla and Rivian Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>)
Elsewhere, Panasonic Holdings Corp (OTC:<a class="ticker" href="https://www.benzinga.com/stock/PCRFF#OTC">PCRFF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/PCRHY#OTC">PCRHY</a>), a battery supplier for Tesla, also announced delays to <a href="https://www.benzinga.com/markets/tech/25/07/46362407/tesla-sales-slump-prompts-panasonic-to-delay-4-billion-us-battery-plant-expansion-report">ramp up production</a> in the Kansas battery plant due to <a href="https://www.benzinga.com/markets/eurozone/25/07/46594863/elon-musks-tesla-loses-ground-in-europe-sales-down-23-even-as-ev-market-grows">Tesla's sales slump</a>.
Check out more of Benzinga&#8217;s Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/tech/25/07/46623210/elon-musk-slams-trump-for-axing-subsidies-on-renewable-energy-says-spacex-won-nasa-contracts-by-doing-a-better-job-for-less-money">Elon Musk Slams Trump For Axing Subsidies On Renewable Energy, Says SpaceX Won NASA Contracts &#8216;By Doing A Better Job For Less Money&#8217;</a></li>
</ul>
Photo courtesy: Shutterstock

PCRFF

PCRHY

Trump Tariffs Are Causing Decline In EV Battery Demand, Says Tesla, General Motors Supplier LG

Economist Justin Wolfers is pushing back against the narrative surrounding President Donald Trump&#8217;s new trade agreement with Japan, arguing that the deal essentially results in a tax increase for American consumers.
What Happened: On Thursday, in a post on X, Wolfers addressed what he refers to as a &#8220;confusion in the reporting&#8221; of Trump&#8217;s latest trade deal with Japan. &#8220;So let me clarify,&#8221; he says, accompanied by a video of his recent appearance on MSNBC.
In the clip, Wolfers says, &#8220;the most important thing for viewers to think about is the framing. So if you began by saying that [the] tariff on Japan has gone from 25% to 15%, it would feel like he'd negotiated a great deal. That's not what happened here.&#8221;
See Also: <a href="https://www.benzinga.com/markets/eurozone/25/07/46514335/chrysler-jeep-parent-company-stellantis-expects-2-7-billion-net-loss-in-first-half-of-2025-as-trump-tariffs-cause-uncertainty">Chrysler, Jeep Parent Company Stellantis Expects $2.7 Billion Net Loss In First Half Of 2025 As Trump Tariffs Cause Uncertainty</a>
Wolfers notes that the tariffs on Japanese imports were previously just 2%, &#8220;so the biggest thing Trump has done is he's raised taxes on Americans who import goods from Japan from 2% to 15%.&#8221;
The deal's potential impact on U.S. automakers is also in question, as Wolfers pushed back against claims that the deal could open up the Japanese market to American manufacturers. &#8220;I am not remotely optimistic,&#8221; he says, adding that the reason why the Japanese don&#8217;t buy American cars is that they prefer smaller cars. 
<figure class="wp-block-embed aligncenter is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">It&#39;s been a little disheartening to hear so much confusion in the reporting on Trump&#39;s new trade deal with Japan. So let me try to clarify. <a href="https://t.co/ynsLMwgzLr">pic.twitter.com/ynsLMwgzLr</a>
&mdash; Justin Wolfers (@JustinWolfers) <a href="https://twitter.com/JustinWolfers/status/1948460631851471275?ref_src=twsrc%5Etfw">July 24, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: Fund manager Spencer Hakimian noted early this week that the announcement of the trade deal <a href="https://www.benzinga.com/markets/market-summary/25/07/46563227/trump-trade-deal-with-japan-sends-toyota-mazda-stock-soaring-nikkei-rises-sharply">sent Japanese automaker</a> Toyota Motor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>) soaring, despite the 15% tariffs being announced on all imports from Japan. 
He attributes this to the fact that while American automakers have to 50% more for steel and copper, on account of the tariffs, alongside similar tariffs on their production in China, Mexico and Canada, Toyota only pays 15%, and &#8220;they&#8217;re done with all the shenanigans.&#8221;
Japanese auto stocks have been rallying since the trade deal was announced, in sharp contrast to their American counterparts. 
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td class="has-text-align-center" data-align="center">Stocks</td>
<td class="has-text-align-center" data-align="center">Year-To-Date Performance</td>
<td class="has-text-align-center" data-align="center">Gains Since Trade Deal</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Toyota Motor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>)</td>
<td class="has-text-align-center" data-align="center">-0.76%</td>
<td class="has-text-align-center" data-align="center">+12.84%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Subaru Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FUJHY#OTC">FUJHY</a>)</td>
<td class="has-text-align-center" data-align="center">+12.37%</td>
<td class="has-text-align-center" data-align="center">+18.58%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Nissan Motor Co. Ltd (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>)</td>
<td class="has-text-align-center" data-align="center">-24.13%</td>
<td class="has-text-align-center" data-align="center">+9.61%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Mazda Motor Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MZDAY#OTC">MZDAY</a>)</td>
<td class="has-text-align-center" data-align="center">Flat</td>
<td class="has-text-align-center" data-align="center">+19.57%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Honda Motor Co. Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>)</td>
<td class="has-text-align-center" data-align="center">+18.15%</td>
<td class="has-text-align-center" data-align="center">+10.93%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Mitsubishi Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MSBHF#OTC">MSBHF</a>)</td>
<td class="has-text-align-center" data-align="center">+26.42%</td>
<td class="has-text-align-center" data-align="center">+6.20%</td>
</tr>
</tbody>
</table>
</figure>
On Wednesday, Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) warned that it could face &#8220;a few rough quarters&#8221; as a result of the tariffs imposed by President Donald Trump. The company further noted that it faced $300 million <a href="https://www.benzinga.com/markets/earnings/25/07/46594381/elon-musk-says-tesla-could-face-a-few-rough-quarters-as-ev-incentives-expire-and-trump-tariff-pressures-mount">in additional costs</a> during its second quarter, due to the same.
Early this week, General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) announced that it faced a $1.1 billion <a href="https://www.benzinga.com/markets/earnings/25/07/46542820/general-motors-faces-tariffs-heat-margins-shrink">tariff-related headwind</a> during its second quarter.
Price Action: Shares of Toyota were down 0.79% on Thursday, trading at $191.66, and another 1.13% after hours. 
<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="147" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/24235313/Screenshot-2025-07-25-at-9.23.02-AM-1024x147.png" alt="" class="wp-image-1000017" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/24235313/Screenshot-2025-07-25-at-9.23.02-AM-1024x147.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/24235313/Screenshot-2025-07-25-at-9.23.02-AM-300x43.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/24235313/Screenshot-2025-07-25-at-9.23.02-AM-768x110.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/24235313/Screenshot-2025-07-25-at-9.23.02-AM.png 1536w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
According to Benzinga&#8217;s Edge Stock Rankings, Toyota shares score high on Growth, Value and Quality, with a favorable price trend in the short, medium and long term. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for deeper insights into the stock, and to see how it compares with its U.S.-based competitors.
Photo Courtesy: Alec Issigonis on Shutterstock.com
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/movers/25/07/46581998/stellantis-shares-surge-on-u-s-eu-tariff-deal-prospects-whats-going-on">Stellantis Shares Surge On U.S.-EU Tariff Deal Prospects: What&#8217;s Going On?</a></li>
</ul>

Asia

Government

Large Cap

Regulations

Global

FUJHY

MSBHF

Trump's Trade Deal With Japan A Tax On Americans — Economist Says, 'Not Remotely Optimistic' US Auto Companies Will Gain As Toyota And Honda Stocks Rally

General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) is navigating a complex automotive landscape, contending with rising tariffs and significant capital expenditures, yet the company remains steadfast in its projection of $7.5 billion to $10 billion in <a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46542820/general-motors-faces-tariffs-heat-margins-shrink" rel="noreferrer noopener">free cash flow for 2025</a>.
Despite a mixed second quarter, marked by a sharp drop in the company&#8217;s adjusted EBIT margins to 6.4% and a substantial $1.1 billion tariff headwind, the auto giant still surpassed revenue and earnings expectations.
However, the company anticipates a challenging second half, particularly in North America, with expected declines in wholesale volumes and increased tariff burdens, though strategic measures are in place to mitigate these impacts.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/tech/25/07/46576289/tesla-is-still-selling-glossy-future-gm-just-shipped-111-more-evs" rel="noreferrer noopener">Tesla Is Still Selling Glossy Future &#8211; GM Just Shipped 111% More EVs</a>
Against this backdrop, Bank Of America Securities analyst Federico Merendi reiterated the Buy rating on General Motors, lowering the price forecast from $65 to $62.
The auto behemoth registered second-quarter adjusted earnings per share of $2.53, beating the&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/earnings/25/07/46542820/general-motors-faces-tariffs-heat-margins-shrink" rel="noreferrer noopener">analyst consensus estimate of $2.40</a>. Quarterly sales of $47.12 billion outpaced the Street view of $45.57 billion. Merendi highlights that China operations have now delivered two consecutive profitable quarters.
He adds that the company kept its full‑year guidance intact but cautioned that adjusted EBIT in the back half is likely to trail first‑half results, driven by a mid‑single‑digit sequential drop in North American wholesale volumes, translating to roughly an 8% year‑over‑year decline in the second half of 2025.
Merendi also points out that, unlike earlier messaging, the third quarter will carry a heavier gross tariff burden than the second quarter, though mitigating actions should soften the impact, and that stronger free cash flow in the second half could pave the way for share buybacks.
Looking toward year‑end, the analyst sees a tougher fourth quarter, with North America deliveries down about 9% and margin pressure, while noting that favorable mix shifts and further improvements in China should help offset some of those headwinds.
The analyst notes that while higher capital expenditures aren&#8217;t ideal, General Motors&#8217; peers face the same challenge, making the relative impact more manageable.
General Motors still expects to generate $7.5 billion to $10 billion of adjusted free cash flow in 2025, providing flexibility for both shareholder returns and reinvestment in the business.
Price Action: GM shares are trading higher by 8.79% to $53.19&nbsp;at last check Wednesday.
Read Next:
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</ul>
Photo by Jonathan Weiss via Shutterstock

Price Target

Reiteration

Analyst Ratings

Tariffs Cloud General Motors' Outlook As Annual Profits Remain At Risk

General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) reported better-than-expected <a href="https://www.benzinga.com/quote/GM/earnings">quarterly earnings on Tuesday</a>.
The auto behemoth registered second-quarter adjusted earnings per share of $2.53, beating the analyst consensus estimate of $2.40. Quarterly sales of $47.12 billion outpaced the Street view of $45.57 billion.
"In the United States, we continue to lead the industry in full-size trucks and SUVs, and the 10 all-new or redesigned crossover SUVs we have introduced like the Chevrolet Trax, Buick Envista, and GMC Acadia took huge leaps forward in design and technology, resulting in record demand and revenue growth, while reduced complexity contributed to stronger profitability," said CEO Mary Barra in the company's letter to shareholders.
General Motors affirms FY25 adjusted earnings per share guidance of $8.25-$10.00 versus $9.17 analyst estimate. General Motors is keeping its full‑year 2025 guidance unchanged while planning to offset at least 30% of the $4 billion–$5 billion gross tariff impact.
General Motors shares gained 6.9% to trade at $52.26 on Wednesday.
These analysts made changes to their price targets on General Motors following earnings announcement.
<ul class="wp-block-list">
<li>B of A Securities analyst John Murphy maintained General Motors with a Buy and lowered the price target from $65 to $62.</li>
<li>Wells Fargo analyst Colin Langan maintained the stock with an Underweight rating and raised the price target from $34 to $38.</li>
<li>Citigroup analyst Michael Ward maintained General Motors with a Buy and raised the price target from $59 to $61.</li>
</ul>
Considering buying GM stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="585" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23131230/image-340-1024x585.png" alt="" class="wp-image-997640" style="width:628px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23131230/image-340-1024x585.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23131230/image-340-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23131230/image-340-768x439.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/23131230/image-340.png 1103w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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</ul>
Photo via Shutterstock

Earnings

These Analysts Revise Their Forecasts On General Motors After Q2 Results

Citigroup analyst Michael Ward maintains General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) with a Buy and raises the price target from $59 to $61.

Citigroup Maintains Buy on General Motors, Raises Price Target to $61

WIIM

GM shares are trading higher, rebounding after falling Tuesday on Q2 financial results.

Even with shares down 12% this year, Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) still carries an <a href="https://www.benzinga.com/report/TSLA">out-of-this-world price-to-earnings ratio</a> of 189x. That's not just lofty—it's meme-level.
<h2 class="wp-block-heading">Tesla's Valuation Is Still From Another Planet</h2>
For context, Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) sit around 39x and 37x (per <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0723">Benzinga Pro</a> data), while Toyota Motor Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>) and General Motors Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) trade at just 7 times earnings. Somehow, Tesla is still priced like it&#8217;s leading a future that hasn't quite arrived.
That future was easier to believe in back in 2020, when Tesla shares soared nearly 700% and the company truly dominated the EV narrative. But the landscape has shifted &#8211; and fast.
Read Also: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46569949/trump-just-hammered-us-cars-with-tariffs-toyota-says-thanks">Trump Just Hammered US Cars With Tariffs &#8211; Toyota Says Thanks</a>
<h2 class="wp-block-heading">Competition Isn't Creeping—It's Sprinting</h2>
On Tuesday, GM reported that its electric vehicle sales surged 111% year-over-year in the second quarter. Sure, it's off a smaller base, but the trajectory is undeniable. 
Meanwhile, Tesla's own second-quarter vehicle sales fell 14%. In a market that once gave Tesla credit for being the only EV in town, that's a glaring reversal.
GM isn't the only challenger. Chinese automakers are rapidly scaling up production and expanding their global reach, offering more affordable alternatives with comparable technology. Tesla no longer feels like a monopoly. It feels like a frontrunner being caught from all sides.
<h2 class="wp-block-heading">Can Hype Still Outrun The Numbers?</h2>
Elon Musk is still Elon Musk—and few CEOs can spin a narrative quite like him. He's teased robotaxis, humanoid robots, and full autonomy as Tesla's next growth engine. But with <a href="https://www.benzinga.com/quote/TSLA/earnings">each sales miss</a>, the pressure mounts to deliver something—anything—that justifies the valuation.
Tesla's earnings call on Wednesday may offer another round of ambitious promises. But this time, with competitors closing in and fundamentals weakening, even the meme premium may need a reality check.
For now, Tesla is still trading like it's 2020. The rest of the EV world, however, is firmly in 2025.
TSLA Price Action: Tesla shares were up 0.31% at $333.13 on Wednesday, <a href="https://www.benzinga.com/pro/" target="_blank" rel="noreferrer noopener">according to Benzinga Pro.</a>
Read Next: 
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<li><a href="https://www.benzinga.com/markets/tech/25/07/46549038/teslas-battery-boom-faces-a-global-shockwave-thanks-to-trump">Tesla&#8217;s Battery Boom Faces A Global Shockwave—Thanks To Trump</a></li>
</ul>
Photo: Shutterstock

Tesla Is Still Selling Glossy Future - GM Just Shipped 111% More EVs

Wells Fargo analyst Colin Langan maintains General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) with a Underweight and raises the price target from $34 to $38.

Wells Fargo Maintains Underweight on General Motors, Raises Price Target to $38

Press Releases

Hagens Berman: Law Firm Behind Many of the Largest Auto Class Actions Sues GM for Engine Failure Defect in Over 800,000 SUVs and Pickup Trucks

GM enhances loyalty program and unveils new GM Rewards™ Mastercard® from Barclays

FocalPoint announces strategic collaboration with STMicroelectronics to deliver an enhanced GNSS solution for automotive

Legal

Investor Alert: Class Action Lawsuits Against General Motors, DocGo, Estée Lauder, and Axsome Therapeutics Survive Motions to Dismiss — Johnson Fistel, PLLP Encourages Shareholders to Contact the Firm

Sports

Malibu Boats Celebrates the Return of the Just Ride Tour, Powered by GM Marine

Malibu Boats Announces Continued Partnership with General Motors, Naming Chevrolet as The Official Vehicle Brand of Malibu Boats

Entertainment

Host and Executive Producer Keanu Reeves And North One Unveil New Limited Series Documenting the Birth of Cadillac Formula 1® Team

Dividends

GM declares quarterly dividend

GM releases 2025 second-quarter results

NYSE Content Advisory: Pre-market update + S&P 500 coming off record close

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