Market Overview - Pre-market futures are showing slight increases with the Dow and S&P 500 up by +9 points and Nasdaq up by +4 points [1] - Bond yields are decreasing, with the 10-year yield at +4.36%, the 2-year at +3.84%, and the 30-year down to +4.94% [1] Q2 Earnings Reports - General Motors (GM) reported earnings of $2.53 per share, exceeding expectations by +5.86%, with revenues of $47.98 billion, surpassing estimates by +1.89%. However, North American EBIT fell below expectations, leading to a -1.8% drop in shares [2] - Lockheed Martin (LMT) had a strong earnings surprise of +12.33% with earnings of $7.29 per share, but revenues of $18.2 billion were below consensus, resulting in a -7% pre-market decline. Northrop Grumman (NOC) reported earnings of $7.11 per share, exceeding estimates by +5.96% and outperforming on revenue by +2.94%, leading to a +3% increase in shares [3] - D.R. Horton (DHI) reported earnings of $3.36 per share, beating consensus by +15.86%, with revenues of $9.23 billion, exceeding expectations by +5.13%. Shares rose by +6% [4] - Coca-Cola (KO) reported earnings of 87 cents per share, beating expectations of 83 cents, but revenues of $12.54 billion fell short by -0.44%, leading to a modest decline in shares [5] - Sherwin-Williams (SHW) missed earnings expectations by -10.11% with earnings of $3.38 per share, although revenues of $6.31 billion slightly exceeded estimates by +0.49%, resulting in a -4% drop in shares [6] Upcoming Earnings Expectations - Key earnings reports expected after market close include Texas Instruments (TXN), Capital One (COF), and Intuitive Surgical (ISRG). TXN anticipates double-digit growth in both earnings and revenues, COF expects over +20% growth, and ISRG forecasts +8% earnings growth and +16.8% revenue growth [7]

Core Viewpoint - General Motors Co reported better-than-expected revenue and earnings, yet its shares declined significantly in early trading, indicating market concerns despite positive financial results [1][3]. Financial Performance - The company achieved revenues of $47.12 billion, a decrease of 2% year-on-year, but exceeded market expectations of $45.84 billion due to strong vehicle demand and stable pricing [1][2]. - Earnings per share were reported at $2.53, surpassing the consensus estimate of $2.34, despite facing a $1.1 billion impact from tariffs [2]. Tariff Impact and Mitigation - The tariff impact is anticipated to be greater in the latter half of the year compared to the first half, but the company is making progress in mitigating at least 30% of these costs through manufacturing adjustments and targeted cost initiatives [2]. - Management has reiterated its full-year guidance for both revenue and earnings, focusing on ramping up deliveries of new models while stabilizing the bottom line [3]. Stock Performance - Shares of General Motors experienced a decline of 7.33%, trading at $49.31 at the time of publication [3].

通用汽车日内跌幅扩大至近8%。 ...

Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest international finance news for July 22, 2025. Coca-Cola reported second quarter results that topped estimates. The company plans to start using more cane sugar in its drinks, but will not completely drop high fructose corn syrup. General Motors beat Q2 earnings expectations, but President Trump's tariffs added $1.1 billion in costs in the second quarter. The company expects a $4 to 5 billion tariff impact this year. #youtube #stocks ...

Group 1 - General Motors Co (NYSE:GM) stock has decreased by 7% to $49.58, despite beating earnings and revenue expectations for Q2, with tariffs impacting profits by as much as $1.1 billion and a 35% decline in quarterly profit [1] - The stock is down 6.7% for 2025 and is on track for its lowest close in nearly a month, potentially logging its worst daily drop since March 27 [1] Group 2 - Traders have significantly increased activity in the options market, with 25,000 calls and 18,000 puts exchanged today, which is seven times the typical volume [2] - The most popular option is the weekly 7/25 53-strike call, followed closely by the 50-strike put from the same series [2] Group 3 - There has been a notable shift in sentiment among options traders, who have been more bearish than usual, as indicated by GM's 50-day put/call volume ratio of 1.27, ranking higher than 98% of readings from the past year [3] - Short-term traders are also exhibiting a put-bias, reflected in the Schaeffer's put/call open interest ratio (SOIR) of 1.25, which stands in the 90th percentile of readings from the past 12 months [4]

Core Insights - General Motors (GM) reported a revenue of $47.12 billion for the quarter ended June 2025, reflecting a decrease of 1.8% year-over-year, with EPS at $2.53 compared to $3.06 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $46.25 billion by 1.89%, and the EPS also surpassed the consensus estimate of $2.39 by 5.86% [1] Financial Performance - Total net sales and revenue for GM Financial reached $4.26 billion, exceeding the average estimate of $4.02 billion, marking an 8.6% year-over-year increase [4] - Total net sales and revenue for Total Automotive was $42.87 billion, slightly below the estimated $41.02 billion, representing a decline of 2.7% year-over-year [4] - Total net sales and revenue for Total Automotive - GMNA was $39.49 billion, compared to the estimated $37.56 billion, indicating a decrease of 3% year-over-year [4] Vehicle Sales - Worldwide wholesale vehicle sales totaled 974 thousand, surpassing the estimated 949.67 thousand [4] - GMNA's wholesale vehicle sales were 849 thousand, exceeding the estimate of 828.43 thousand [4] - Total GMI wholesale vehicle sales were 125 thousand, slightly below the estimate of 131.05 thousand [4] Stock Performance - GM shares returned +9.7% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Industry Information - CATL and BYD's Fudi Battery have partnered with BHP to accelerate the electrification of the global mining industry, focusing on electric mining equipment and fast-charging infrastructure [7][8] - As of June 2025, the total number of motor vehicles in China reached 460 million, with 55 million drivers, marking a record high in new energy vehicle registrations [9][10] - China's new energy vehicle ownership reached 36.89 million by June 2025, accounting for 10.27% of total vehicles, with a year-on-year growth of 27.86% in new registrations [9][10] - The export volume of automobiles from China increased by over 10% in the first half of 2025, totaling 3.083 million vehicles [11] - Rho Motion reported that global new energy vehicle sales reached 9.1 million in the first half of 2025, with China contributing 5.5 million, a 32% increase year-on-year [12][13] Policy Information - Gansu province has adjusted the pricing mechanism for electric vehicle charging services to a model of "electricity cost + service fee," effective from August 1, 2025 [25][26] - The State Council has mandated the establishment of a working group to regulate competition in the new energy vehicle industry, focusing on cost investigation and price monitoring [17] - The Ministry of Industry and Information Technology will assist companies in rapid listing verification and precise subsidies for vehicle trade-ins [14][15] - New energy vehicle charging infrastructure subsidies have been announced in various regions, including a 1.49 million yuan subsidy in Zhejiang and a 960,000 yuan subsidy in Shanxi [39][40] Company Information - Xpeng Motors has completed a $250 million Series B financing round to accelerate the development and mass production of its flying car [16] - NIO has launched the world's highest-altitude battery swap station in Tibet, enhancing its service network [7] - Geely has signed a merger agreement with Zeekr Technology, aiming to strengthen its market position [7] - Ideal Auto reported a cash reserve of 110.7 billion yuan, leading in the number of self-built fast-charging stations among automakers [7] - The first model of Huawei's HarmonyOS vehicle, named Shangjie H5, has been officially announced [15]

Core Insights - Proactive provides fast, accessible, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, mining, oil and gas, and emerging technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - General Motors reported a second-quarter profit of $3 billion, which represents a decrease of $1.1 billion primarily due to tariffs imposed by the Trump administration [1] - The company's net income fell by 35% in the second quarter compared to the previous year [1] Financial Performance - The profit decline of $1.1 billion is attributed to external factors, specifically tariffs [1] - The significant drop in net income indicates potential challenges in maintaining profitability amidst tariff impacts [1]

GM: Tariffs Cost Automaker $1.1 Billion Last Quarterhttps://t.co/qeKY1V17C3 https://t.co/zfajMURf8j ...