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Rivian Raises Delivery Outlook After Strong Second Quarter; Ford US Sales Fall 10%
US Markets

Rivian Raises Delivery Outlook After Strong Second Quarter; Ford US Sales Fall 10%

Rivian Automotive (RIVN) raised delivery projections for this year after the electric vehicle manufacturer's second-quarter numbers exceeded expectations, while Ford (F) reported a 10% annual drop in new US vehicle sales for the three months to June.Rivian now expects full-year vehicle deliveries of 65,000 to 70,000, compared with its prior guidance of 62,000 to 67,000 and the FactSet-polled consensus for 64,000 units. Deliveries totaled 42,247 in 2025.Shares of Rivian were up nearly 10% in Thursday trade. The stock is down about 4.3% so far this year.For the June quarter, Rivian reported total deliveries of 12,194, surpassing six analysts' projection of 11,000 vehicles. The company delivered 10,365 vehicles in the March quarter, and 10,661 units in the 2025 second quarter.Rivian attributed the second-quarter performance to sequential growth of delivery vans and R1 electric sports utility vehicles, along with R2 SUV deliveries.The company said it produced 12,613 vehicles in the second quarter, up from the March quarter output of 10,236 vehicles and more than double the year-ago tally of 5,979 units.Ford Motor's (F) second-quarter new US sales declined 10% annually to 549,200 vehicles, partly reflecting the planned phase-out of the Escape and Corsair. Pure EV sales plunged 41%.It sold 457,315 units in the first quarter of 2026 and 612,095 vehicles in the second quarter of 2025.Ford sold 1 million vehicles from January to June, down 9.6% from the year-ago period. First-half F-Series sales tumbled 13%."Although customer demand remains high, first-half F-Series sales reflect a retiming of commercial production following last year's aluminum supply shortages," Ford said in a release. "Ford expects supply to recover more fully in the second half of the year."Separately, Tesla (TSLA) reported second-quarter deliveries well above Wall Street's expectations.On Wednesday, General Motors (GM) said US vehicle sales fell 4.2% year over year in the second quarter due to a smaller EV market, discontinued vehicles and inventory constraints.Last week, Cox Automotive maintained its 2026 new vehicle sales forecast at 15.8 million units, which would reflect a 2.9% annual drop.Price: $18.96, Change: $+1.78, Percent Change: +10.36%

$F$GM$RIVN$TSLA
Wire

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

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%

$F$LCID$META$NVDA$OWL$RIVN$TSLA
Sectors

Sector Update: Consumer Stocks Mixed in Afternoon Trading

Consumer stocks were mixed Tuesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) falling 1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) increasing 0.1%.In sector news, Redbook US same-store sales rose by 10.5% from a year earlier in the week ended June 27 after a 10.0% year-over-year increase in the previous week. Redbook noted that there was an increase in demand for seasonal products such as air conditioners, fans, pool and beach equipment, swimwear, and other summer apparel.Separately, US retailers are placing China orders four to six weeks earlier than usual to build Black Friday and Christmas inventories ahead of potential US tariff hikes, Reuters reported, citing shipping executives. Frontloaded shipments have tightened container capacity on China-US routes, with spot rates from Shanghai to New york and Los Angeles rising week over week and year over year, maritime consultancy Drewry said.In corporate news, Patrick Industries (PATK) and LCI Industries (LCII) have entered into a definitive agreement to merge in an all-stock deal, the companies said Tuesday. Patrick Industries shares fell past 5%, and LCI rose 4.5%.Philip Morris International (PM) shares were down 0.5% after it said Tuesday the US Food and Drug Administration issued Modified Risk Tobacco Product orders for 20 variants of ZYN nicotine pouch products.Ford (F) is recalling 741,195 US vehicles due to a transmission defect that may impair the park system, posing a risk of vehicles rolling away, Reuters reported, citing the US National Highway Traffic Safety Administration. Ford shares were shedding 0.8%.

$F$LCII$PATK$PM
International

Tesla Auto Registrations in Europe Gain in May, Other Makers Mixed

EV-maker Tesla (TSLA) new automobile registrations in Europe rose to 28,610 in May, up 107.9% on year, while registrations struck 118,068 in the first five months of the year, up 57.2% on year, reported the European Automobile Manufacturers' Association (ACEA) on Tuesday.Other automakers had mixed results, although total new EU car registrations increased by 4% in the first five months of the year, led by EV-sales, said ACEA.Toyota Motors (TM) registrations on the continent slipped to 78,168 in May, off 0.6% on year, while 391,443 Toyota cars were registered in the January through May period, off 2% on year.Ford (F) registrations declined to 25,290 in May, down 28.3% on year, while 156,933 Ford cars were registered in the January-May period, off 16.9% on year.Honda Motor (HMC) registrations touched 5,695 in May, up 8.3% on year, and reached 33,527 for the first five months of the year, up 6.3% on year.Stellantis (STLA) car registrations struck 164,958 in May, off 2.3% on year, while there were 905,444 registrations in January through May, up 5.3% on year, reported the ACEA.

$F$HMC$STLA$TM$TSLA
Wire

Ford Motor Negotiates Work Contracts With Unifor

Ford Motor (F) is in contract negotiations with Unifor that is seeking higher pay and retirement benefits for its members, the Canadian union said in a Sunday statement.The negotiations are taking place at the Sheraton Centre Toronto with a July 10 deadline to reach a tentative agreement, according to a statement.The union stated that the negotiations are taking place when US tariffs on Canada-manufactured vehicles and components have created uncertainty for autoworkers and automakers.Ford did not immediately respond to a request for comment from.Price: $13.97, Change: $-0.09, Percent Change: -0.64%

$F
Sectors

Sector Update: Consumer Stocks Mixed Late Afternoon

Consumer stocks were mixed late Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) decreasing 0.6% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 1.2%.In corporate news, Vail Resorts (MTN) is working with takeover-defense bankers to help the company assess potential risks from labor, a prominent billionaire, and other external pressures, Semafor reported. Vail shares jumped 11%.Ford Motor (F) will begin 2026 negotiations on Monday with Unifor, Canada's largest private-sector union representing thousands of autoworkers in national contract talks. Ford shares increased 0.3%.Kroger (KR) reiterated its full-year outlook on Thursday as the supermarket chain's fiscal Q1 sales topped market estimates, although earnings fell short of expectations. Its shares fell 8.6%.Diageo (DEO) Chief Executive Dave Lewis has ordered senior executives to implement broad cost-cutting measures as part of a major restructuring effort, the Financial Times reported. Diageo shares rose 2%.

$DEO$F$KR$MTN
Wire

Ford Motor, Unifor to Open 2026 Auto Talks on Monday

Ford Motor (F) will begin 2026 negotiations on Monday with Unifor, Canada's largest private-sector union representing thousands of autoworkers in national contract talks.Negotiations will be held in Toronto, Unifor said Thursday in a statement.Price: $13.80, Change: $-0.17, Percent Change: -1.18%

$F
Wire

General Motors' 'Underappreciated' Energy Storage Business Offers Upside, RBC Says

General Motors' (GM) energy storage business is underappreciated by investors, while its US tariff exposure is improving, creating potential upside to earnings and valuation, RBC Capital Markets said in a note emailed Friday.The analysts said that since Ford (F) unveiled its energy storage strategy in May, its shares have significantly outperformed General Motors', despite General Motors announcing its own battery energy storage system plans in June. This suggests investors may not yet be fully recognizing the earnings potential of the company's energy initiatives, the firm noted.If the company can find success with sodium-ion batteries as a vertically integrated offering, similar to Tesla (TSLA) or Ford, as opposed to an off-take agreement like it is doing with its lithium iron phosphate cells, this business could be a key catalyst for multiple-re-rating, the analysts added.Channel checks suggest General Motors' US tariff outlook is improving, the analysts said, adding that a reduction in Mexico tariffs from 25% to 15% could lower the company's estimated $3 billion tariff burden by about $500 million, while eliminating tariffs altogether could reduce it by roughly $1 billion.RBC has an outperform rating and a $95 price target on General Motors.Price: $80.89, Change: $+0.04, Percent Change: +0.04%

$F$GM$TSLA
Wire

Update: Ford's Top Aluminum Supplier Restarts New York Plant After Fires

(Updates with Ford's statement in the last paragraph.)Ford Motor's (F) top aluminum supplier, Novelis, said Wednesday it has restarted its aluminum-rolling plant in New York."Restarting the Oswego hot mill is an important step forward for our operations and, most importantly, for our customers," Novelis CEO Steve Fisher said in a statement. "We are deeply grateful for the flexibility and partnership our customers have shown, as well as the extraordinary efforts of our employees, suppliers and industry peers who came together to support continuity of supply."The Wall Street Journal earlier reported the restart.The plant, which also serves General Motors (GM), Stellantis (STLA) and some foreign automakers with US production, resumed operations after fires that caused a supply shock for the auto industry, the WSJ reported."We appreciate the close collaboration with Novelis to restart their hot mill," Ford said in an emailed statement to. "While this is positive progress, the disruption is a clear reminder of the distress facing many automotive suppliers today. Ford is committed to finding new and enhanced ways to work with our partners to prioritize long-term supply chain resilience -- not just for our company, but for the entire industry."Price: $14.39, Change: $-0.56, Percent Change: -3.75%

$F$GM$STLA
Sectors

Sector Update: Consumer Stocks Mixed Wednesday Afternoon

Consumer stocks were mixed Wednesday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 1.5% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 1.7%.In corporate news, Casey's General Stores (CASY) shares jumped past 15% after the convenience store operator recorded better-than-expected fiscal Q4 results.Chewy (CHWY) lowered its full-year sales outlook on Wednesday even though the online pet store company's fiscal Q1 revenue topped market estimates. Its shares fell 1.9%.Ford Motor's (F) top aluminum supplier, Novelis, will restart its aluminum-rolling plant in upstate New York on Wednesday, nine months after a fire caused a supply shock for the auto industry, The Wall Street Journal reported, citing the plant's owner. Ford shares were down 3.9%.

$CASY$CHWY$F
Wire

Update: Ford's Top Aluminum Supplier Restarts New York Plant After Fires

(Updates with Novelis' statement in the first and second paragraphs.)Ford Motor's (F) top aluminum supplier, Novelis, said Wednesday it has restarted its aluminum-rolling plant in New York."Restarting the Oswego hot mill is an important step forward for our operations and, most importantly, for our customers," Novelis President and Chief Executive Steve Fisher said in a statement. "We are deeply grateful for the flexibility and partnership our customers have shown, as well as the extraordinary efforts of our employees, suppliers and industry peers who came together to support continuity of supply."The Wall Street Journal earlier reported the news.The plant, which also serves General Motors (GM), Stellantis (STLA) and some foreign automakers with US production facilities, resumed the plant's operations after fires that caused a supply shock for the auto industry, WSJ reported.Ford didn't immediately reply to a request for comment from.Price: $14.66, Change: $-0.27, Percent Change: -1.81%

$F$GM$STLA
Equities

S&P 500 Posts First Weekly Loss Since March as Rate Worries Climb Amid May Jobs Beat

The Standard & Poor's 500 index fell 2.6% this week, its first weekly loss since March, as stronger-than-anticipated May payrolls boosted bets that the Federal Reserve will raise rates this year.The S&P 500 ended Friday's session at 7,383.74, breaking a winning streak that had gone on for nine weeks, the market benchmark's longest such run since 2023. The S&P 500 is now up 7.9% this year.The S&P 500 on Tuesday set new intraday and closing highs over 7,600. The gains were erased later in the week after the Labor Department released its May employment data on Friday.The jobs report showed nonfarm payrolls rose by 172,000, well above the 88,000 increase expected in a survey compiled by Bloomberg. April and March payrolls also received upward revisions for a net upward revision of 93,000 jobs. However, the May unemployment rate remained at 4.3%, as expected.The probability of a 25-basis-point increase in interest rates in December rose to 43%, from 36% a week ago, according to the CME FedWatch tool. The comparisons for September were 33% versus 20%. For October, the data showed an increase to 39% from 25%.The consumer discretionary sector had the largest percentage drop of the week, falling 6.2%, followed by a 5.4% loss in technology and a 3.9% slide in communication services. Materials shed 1.2% while utilities edged lower.Ford Motor (F) was hit hardest in consumer discretionary, losing 15%. The automaker reported its total US vehicle sales fell 13.6% year over year in May to 190,828 vehicles. Internal combustion vehicle sales fell 12.3% while hybrid and electric vehicle sales were down 15.7% and 43.9%, respectively, the company said.Also weighing on consumer discretionary, Lululemon Athletica (LULU) shares fell 13%. The athletic apparel retailer forecast fiscal Q2 earnings per share and revenue below analysts' expectations despite its fiscal Q1 results slightly topped Street views. Lululemon Athletica also trimmed its 2026 guidance.In the technology sector, Ciena (CIEN) had the largest percentage drop of the week, falling 16%. The drop came even as the networking systems and software company provided an upbeat fiscal third-quarter revenue outlook and its results topped market estimates.Broadcom (AVGO) also weighed on the technology sector as its stock declined 14%. The chip designer reported fiscal second-quarter results above Wall Street's estimates as its artificial intelligence revenue more than doubled on the back of increased demand for custom accelerators and networking solutions. However, analysts at RBC Capital Markets and UBS said investors were disappointed that the company only reiterated its its 2027 artificial intelligence guidance rather than raising it.On the upside, the energy sector rose 2.5%, followed by a 2.3% gain in health care, a 1.5% rise in real estate and a 1.3% increase in financials. Consumer staples and industrials also edged higher.Marathon Petroleum (MPC) had the largest weekly percentage increase in the energy sector, climbing 5.3%. The company reported it swung to a larger-than-expected Q1 adjusted net profit from a year-earlier loss while revenue also topped expectations.Next week, earnings are expected from companies including Oracle (ORCL) and Adobe (ADBE).Economic data will include the May consumer price index as well as the May producer price index.

Dow JonesNasdaq CompositeS&P 500$AVGO$CIEN$F$LULU$MPC
Sectors

Sector Update: Consumer Stocks Mixed Late Afternoon

Consumer stocks were mixed late Wednesday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) increasing 0.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) falling 1%.In corporate news, FedEx's (FDX) fiscal Q4 earnings may fall short of Wall Street's expectations as margin pressures continue to outweigh stable sales trends, Morgan Stanley said. FedEx shares fell 1%.Walt Disney (DIS) has started selling Super Bowl LXI commercial time at $8 million for a 30-second spot, Variety reported. Disney shares declined 1.8%.Ford Motor's (F) total US vehicle sales in May fell 13.6% to 190,828 from a year earlier, the automaker said. The stock fell 2.8%.Ulta Beauty's (ULTA) limited guidance flow-through from its $0.85 earnings per share beat, along with tougher Q2 to Q4 comparisons, raises questions about the extent of earnings delivery in H2, Morgan Stanley said. Ulta shares dropped 5%.

$DIS$F$FDX$ULTA
Sectors

Sector Update: Consumer Stocks Mixed Wednesday Afternoon

Consumer stocks were mixed Wednesday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) increasing 0.9% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) falling 1.1%.In corporate news, Ford Motor's (F) total US vehicle sales in May fell 13.6% to 190,828 from a year earlier, the automaker said. The stock fell 2.9%.Ulta Beauty's (ULTA) limited guidance flow-through from its $0.85 earnings per share beat, along with tougher Q2 to Q4 comparisons, raises questions about the extent of earnings delivery in H2, Morgan Stanley said. Ulta shares fell 4.5%.Macy's (M) raised its full-year outlook after the department store operator's fiscal Q1 earnings rose unexpectedly. The stock fell 0.6%.

$F$M$ULTA
Wire

Ford US Vehicle Sales Fall 13.6% Year Over Year in May

Ford Motor's (F) total US vehicle sales fell 13.6% year over year in May to 190,828 vehicles, the automaker said Wednesday.Internal combustion vehicle sales fell 12.3% to 167,916, while hybrid and electric vehicle sales were down 15.7% and 43.9% to 19,143 and 3,769, respectively, the company said.Price: $15.97, Change: $-0.19, Percent Change: -1.21%

$F
Commodities

Ford Energy, EDF Power Solutions Sign Framework Deal for up to 20 GWh of Battery Storage

Ford Energy, a wholly-owned subsidiary of Ford Motor (F), signed a five-year framework agreement with EDF Power Solutions on Monday, allowing the latter to procure up to 4 gigawatt-hours of battery energy storage systems annually.This represents a potential volume of 20 GWh over the entire course of the agreement, with deliveries expected to begin in 2028.According to the company's press release, this agreement underscores the emerging scale of demand for utility-grade, domestically supplied energy storage solutions."This agreement with EDF Power Solutions validates the market's need for a BESS supplier that combines industrial-scale manufacturing discipline with full lifecycle accountability," said Lisa Drake, president of Ford Energy.Ford Energy's DC Block system is a standardized 20-foot containerized battery energy storage unit with a rated capacity of 5.45 megawatt-hours per unit. The system uses lithium iron phosphate cells and is available in two-hour and four-hour discharge configurations.

$F
Wire

Ford Reveals Early Talks With Several Governments in North America, Europe on Defense Support

Ford Motor (F) said Monday it is in discussions with several North American and European governments to provide them with defense support.The company said that several governments from the regions approached it at the beginning of 2025 to explore how Ford's commercial vehicle lineup and advanced technologies could support modern defense operations.No specific defense project has been finalized yet, the company said, adding that the talks are still in early stages and remain productive.Price: $13.24, Change: $-0.17, Percent Change: -1.23%

$F
Commodities

Exchange-Traded Funds, Equity Futures Lower Pre-Bell Monday Amid Stalled Iran Peace Efforts, Inflation Concerns

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.1%, and the actively traded Invesco QQQ Trust (QQQ) was 0.03% lower in Monday's premarket activity as stalled diplomatic efforts between the US and Iran fuel concerns about inflation.US stock futures were also lower, with S&P 500 Index futures down 0.4%, Dow Jones Industrial Average futures slipping 0.7%, and Nasdaq futures retreating 0.4% before the start of regular trading.The New York Fed's services sector index improved to negative 5.8 in May from negative 14.0 in April, signaling a slower pace of contraction.The National Association of Home Builders' index for May will be released at 10 am ET.The US Treasury's international capital standards report for March will be released at 4 pm ET.In premarket activity, bitcoin was down by 2%. Among cryptocurrency ETFs, the cryptocurrency fund ProShares Bitcoin Strategy ETF (BITO) was 2.9% lower, Ether ETF (EETH) retreated by 4.8%, and Bitcoin & Ether Market Cap Weight ETF (BETH) lost 0.9%.Power Play:TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) was flat, and the iShares US Technology ETF (IYW) was 0.1% lower, while the iShares Expanded Tech Sector ETF (IGM) was up 0.4%. Among semiconductor ETFs, the State Street SPDR S&P Semiconductor ETF (XSD) was down 1.1%, while the iShares Semiconductor ETF (SOXX) lost 0.4%.LiveRamp (RAMP) shares were up more than 26% in premarket activity after the company agreed to be acquired by Publicis Groupe in an all-cash deal valued at about $2.17 billion. The company also reported higher fiscal Q4 financial results.Winners and Losers:EnergyThe iShares US Energy ETF (IYE) was up 0.8%, while the State Street Energy Select Sector SPDR ETF (XLE) was up by 0.04%.Dominion Energy (D) shares rose more than 15%, while NextEra Energy (NEE) stock declined over 1% after the companies agreed to merge in an all-stock deal.ConsumerThe State Street Consumer Staples Select Sector SPDR ETF (XLP) was down 0.02%, and the Vanguard Consumer Staples Index Fund ETF Shares (VDC) was 2% lower. The iShares US Consumer Staples ETF (IYK) was inactive. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) lost 0.6%. The VanEck Retail ETF (RTH) was inactive, while the State Street SPDR S&P Retail ETF (XRT) retreated by 0.3%.Ford Motor (F) shares were up more than 6% pre-bell after the company said it has outlined a revised Europe strategy built around new electric vehicles, commercial software services, and a broader product rollout through 2029.IndustrialThe State Street Industrial Select Sector SPDR ETF (XLI) advanced 0.1%, while the Vanguard Industrials Index Fund (VIS) retreated 0.01% and the iShares US Industrials ETF (IYJ) was down 0.3%.Ryanair (RYAAY) stock was up more than 4% before the opening bell after the company reported higher fiscal 2026 earnings and revenue.Health CareThe State Street Health Care Select Sector SPDR ETF (XLV) retreated by 0.6%, the Vanguard Health Care Index Fund (VHT) was down 0.8%, while the iShares US Healthcare ETF (IYH) slipped 0.2%. The iShares Biotechnology ETF (IBB) was 0.5% lower.ImmunityBio (IBRX) stock rose more than 4% premarket after the company said it signed an exclusive development and supply agreement with Japan BCG Laboratory to get exclusive rights to develop, import, and commercialize the latter's intravesical Tokyo-172 BCG in the US.FinancialThe State Street Financial Select Sector SPDR ETF (XLF) retreated by 0.3%. Direxion Daily Financial Bull 3X Shares (FAS) was down 0.8%, while its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), was 0.5% higher.Mizuho Financial (MFG) shares were down more than 4% pre-bell after the company said it had not yet made a final decision on an investment in Rakuten Bank.CommoditiesFront-month US West Texas Intermediate crude oil retreated by 0.9% to $104.50 per barrel on the New York Mercantile Exchange. Natural gas was up 2.3% at $3.03 per 1 million British Thermal Units. The United States Oil Fund (USO) decreased by 0.2%, while the United States Natural Gas Fund (UNG) was 2.2% higher.Gold futures for May gained by 0.1% to reach $4,567.60 an ounce on the Comex. Silver futures fell by 0.3% to $77.31 an ounce. SPDR Gold Shares (GLD) advanced by 0.1%, and the iShares Silver Trust (SLV) increased by 0.4%.

Dow JonesNasdaq CompositeS&P 500$BETH$BITO$D$EEM$EETH$EXI$F$FAS$FAZ$GLD$IBB$IBRX$IGM$IGV$IPK$IVV$IWM$IYE$IYH$IYJ$IYK$IYW$MFG$NEE$PMR$QQQ$RAMP$RTH$RYAAY$SLV$SOXX$SPY$UNG$USO$VDC$VHT$VIS$XLE$XLF$XLI$XLK$XLP$XLV$XLY$XRT$XSD
Wire

Ford Motor's Battery Storage Plan More Linked With AI Trade, RBC Capital Markets Says

Ford Motor (F) recently reiterating its battery energy storage business plans likely more linked with the AI trade rather than on business fundamentals, RBC Capital Markets said in a research report emailed Friday.The company will produce batteries domestically, making it eligible for regulatory benefits. The energy business value could range from $1 billion to $5 billion, assuming a 10% earnings before interest, taxes, depreciation, and amortization margin consistent with a systems integrator approach and 15% margins driven by a more insourced strategy at the high-end, analysts wrote.For the Ford Model E segment, the guided path to breakeven by 2029 is multi-pronged, given that the energy unit is expected to generate positive earnings before interest and taxes, legacy electric vehicle losses are likely to narrow, the universal EV platform launches in 2027, and European margins are likely to benefit from the Renault partnership, according to the note.The brokerage said it reiterated its sector perform rating on the stock and price target of $13 per share.Price: $13.37, Change: $-1.11, Percent Change: -7.67%

$F
International

US Equity Markets Mixed Amid Gains in Tech Stocks Despite Hot Producer Data

US equity indexes were mixed on Wednesday after technology stocks led major gains and a hotter-than-anticipated producer price inflation data was reported.* Among the top 10 companies with a market capitalization of more than $200 billion, implying a significant sway over indexes, seven were from technology and communication services. In the S&P 500, ON Semiconductor (ON) was among the top outperformers. Nasdaq's leader was Marvell Technology (MRVL), and Nvidia (NVDA) was the second-biggest gainer on the Dow.* The US Producer Price Index rose 1.4% in April from a 0.7% gain in March, according to the Bureau of Labor Statistics, beating the 0.5% increase expected in a survey compiled by Bloomberg.* June West Texas Intermediate crude oil fell $0.96 to settle at $101.22 per barrel, while July Brent crude, the global benchmark, was last seen down $1.97 at $105.80.* Ford Motor (F) shares were up roughly 13% after Morgan Stanley said the company had a "fairly high likelihood" of signing energy-storage solutions supply agreements with large commercial customers, including hyperscalers, in the next few months.* Palantir Technologies (PLTR) stock was down 4.4% after the company's external staff and other consultants were provided unrestricted entry to identifiable medical records by the UK's National Health Service, according to a Financial Times report on Tuesday, citing an internal briefing note.

Dow JonesNasdaq CompositeS&P 500$F$MRVL$NVDA$ON$PLTR

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