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Top Midday Stories: June Jobs Report Comes in Well Below Expectations; Tesla Q2 Deliveries Jump 25% Year Over Year to 480,126 Vehicles

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Wall Street's major market averages were mixed in late-morning trading Thursday, as investors reacted to the latest jobs report that came in well below expectations.

The June employment report showed nonfarm payrolls rose by 57,000, significantly below the 113,000-job increase expected in a survey compiled by Bloomberg as of 7:40 a.m. ET, while May payrolls were revised down to 129,000 jobs from 172,000. The unemployment rate fell to 4.2% in June from 4.3% in May, while the labor force participation rate fell to 61.5% from 61.8% in May.

In company news, Tesla (TSLA) said Thursday it delivered 480,126 vehicles in Q2, a 25% jump from a year earlier. The electric-vehicle maker said it delivered 467,762 Model 3/Y vehicles during the period, up from 373,728 a year ago. Tesla shares were down 6.8% around midday.

Two Blue Owl (OWL) private credit funds received large redemption requests for the second consecutive quarter, Bloomberg reported Thursday, citing an investor letter. Blue Owl Credit Income, or OCIC, received requests amounting to 18.8% of shares, or $3.6 billion, while Blue Owl Technology Income received shareholder requests totaling 38.1%, or $1.1 billion, the report said. The company said it has satisfied over 43% of the original demand from shareholders with repeat withdrawal requests and that OCIC doesn't need to sell a single private loan to satisfy the tender offer, according to the report. Blue Owl shares were up 5.6%.

Anthropic has begun early-stage work on developing its own AI chip and has held talks with Samsung as a potential manufacturing partner, The Information reported Thursday, citing people familiar with the matter.

OpenAI is in preliminary talks to give a 5% stake to the US government, the Financial Times reported Thursday, citing two people familiar with the matter.

Meta Platforms' (META) WhatsApp has been directed by the Indian government to halt the rollout of its planned username feature and justify its implementation, Reuters reported Thursday, citing a government letter it reviewed. Meta shares were down 4.1%.

Rivian Automotive (RIVN) said Thursday it raised its full-year 2026 delivery outlook to a range of 65,000 to 70,000 vehicles, from a prior range of 62,000 to 67,000, following stronger-than-expected Q2 deliveries. The company said it produced 12,613 units and delivered 12,194 vehicles in the quarter ended June 30, exceeding its guidance for 9,000 to 11,000 deliveries, driven by growth in its EDV and R1 lines and early contributions from R2 deliveries. Rivian shares were up 10.0%.

Lucid Group (LCID) said Thursday that it produced 4,774 vehicles and delivered 3,953 vehicles in Q2. The EV maker also named Alexander De Bock as its new chief financial officer, succeeding Taoufiq Boussaid, who is leaving the company. Lucid shares were down 7.2%.

Ford Motor (F) said Thursday it recorded Q2 US sales of 549,200, down 10.3% from the year-ago period's total of 612,095 vehicles. Ford shares were down 2.1%.

Nvidia (NVDA) said it is expanding access to its AI infrastructure by introducing a revenue-sharing model that grants token credits to developers in exchange for a portion of the recurring earnings from the cloud networks. Nvidia shares were down 1.2%.

Price: $9.11, Change: $+0.47, Percent Change: +5.38%

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