Ford Motor Option Alert: Jun, 2026 $12 Puts at the Ask: 4650 vs 1643 OI; Earnings 7/30 After Close 

Ford Motor Option Alert: Jun, 2026 $12 Puts at the Ask: 4650 @ $1.72 vs 1643 OI; Earnings 7/30 After Close Ref=$11.56

Ford Motor (NYSE:F) Azioni

Ford Motor

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

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

Ford Recalls Over 850,000 Vehicles Due To Stalling Engines

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

Why China Automotive Systems Stock Is Gaining On Wednesday

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

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

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

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

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

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

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

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

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

Options

BABA

CAVA

SBUX

XPEV

10 Consumer Discretionary Stocks Whale Activity In Today's Session

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

Long Ideas

GOOG

GOOGL

Forget Robotaxis - Ford Just Drove Straight Into Tesla's Valuation Problem

Multinational bank BNP Paribas has said that Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) rivals Rivian Automotive Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) and Lucid Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) could benefit from U.S. President Donald Trump's <a href="https://www.benzinga.com/markets/tech/25/07/46257394/trumps-big-bautiful-bill-passes-ev-tax-breaks-to-end-on-september-30-what-it-means-for-electric-vehicles">Big Beautiful Bill</a>.
What Happened: "Similarly to RIVN, we do believe LCID stands to benefit from reduced EV competition as OEMs deemphasize US EV ambitions," a BNP analyst cited by Bloomberg said <a href="https://www.bloomberg.com/news/articles/2025-07-03/rivian-lucid-to-benefit-from-trump-tax-bill-bnp-paribas-says">on</a> Thursday.
The report said that while U.S. automakers like General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) and Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) have ramped up EV production, analysts from the bank predict that Trump's tax bill could slow down the activities of the legacy automakers.
This could benefit new-age companies like Rivian and Lucid with more market share available for the brands. BNP also expects Rivian to gain from the backlash surrounding Tesla CEO Elon Musk.
The analysts also shared that third-quarter deliveries could rise as consumers would want to avail benefits of the $7,500 tax credit before it ends on September 30.
Why It Matters: The news comes as Rivian shared its <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46224223/rivians-production-dips-for-next-gen-models-volkswagen-infusion-boosts-outlook">Q2 delivery figures</a>, which outlined the EV maker recording over 10,661 units in the quarter and producing over 5,979 units from April to June.
Lucid shares, meanwhile, surged as the company shared <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46248543/lucid-stock-is-climbing-higher-thursday-whats-going-on">its Q2 statistics</a>. The company's production increased from 2,212 units in the first quarter to 3,863 units in Q2. Deliveries saw a slight increase to 3,309 units.
Meanwhile, Tesla also reported a strong rebound for its Q2 deliveries as the company delivered over <a href="https://www.benzinga.com/markets/tech/25/07/46239998/dan-ives-hails-teslas-better-than-expected-q2-deliveries-says-fireworks-come-early-for-elon-musk-led-ev-giant">384,211 vehicles in Q2</a>, largely driven by the Model 3 and the Model Y.
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
<ul class="wp-block-list">
<li><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">Tesla Made $2.76 Billion From ZEV Credits In 2024 In US But Trump&#8217;s Tax Bill Just Killed This Revenue Stream</a></li>
</ul>
Photo courtesy: Michael Berlfein via Shutterstock

LCID

RIVN

Trump's Tax Bill Could Be A Boost For Tesla-Rivals Rivian, Lucid Amid EV Slowdown, Says BNP Paribas

President Donald Trump's controversial One Big, Beautiful Bill has passed the House of Representatives with a 218-214 vote, with Trump expected to sign the bill into law on July 4. Here's what it means for EVs in the U.S.
What Happened: "It is obvious that the future of transportation is electric; this bill forfeits America's role in that future to China," The Electrification Coalition, a pro-EV group, said on Thursday, according to Reuters.
The tax bill eliminates the federal EV credit, worth $7,500, on all purchases of new electric vehicles, as well as a $4,000 credit on used EVs, which could be a blow to the growing EV sector in the country.
The bill also eliminates the civil fines imposed on corporations for not meeting the Corporate Average Fuel Economy (CAFE) norms and repeals the proposed $250 annual fee on EV owners.
Elsewhere, the bill also eliminates the proposal that the U.S. Postal Service would need to overhaul its delivery fleet and sell off all the Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) <a href="https://www.benzinga.com/markets/tech/25/06/46048352/gop-cant-kill-usps-ev-fleet-under-tax-bill-says-senate-parliamentarian">transit EV vans</a> it currently uses.
Why It Matters: The tax bill has been a point of contention between Trump and his allies, most significantly, Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk. Musk had launched a scathing attack on Trump over the budget, even claiming that if the bill were to pass, he would set up a <a href="https://www.benzinga.com/news/politics/25/06/46186733/elon-musk-staging-a-political-comeback-tesla-ceo-sparks-america-party-buzz-as-he-slams-trumps-insane-spending-bill">new political party</a>.
Trump responded by saying that Musk would need <a href="https://www.benzinga.com/news/politics/25/07/46216023/after-trump-warns-elon-musk-to-close-up-shop-china-rallies-behind-worlds-richest-man-theres-no-need-to-keep-putting-up-with-it">to "close up shop"</a> and return to South Africa if it weren't for the U.S. government subsidies, further adding to the feud between the two.
The bill is in line with the Trump administration's <a href="https://www.benzinga.com/news/politics/25/06/45943245/trump-says-he-was-amazed-that-tesla-ceo-elon-musk-endorsed-him-despite-his-anti-ev-stance">anti-EV stance</a> as the president had recently signed a resolution to overturn <a href="https://www.benzinga.com/trading-ideas/movers/25/06/45911368/trump-signs-resolutions-to-overturn-californias-ev-mandate-report">California's EV mandate</a>, which aimed to phase out ICE-powered vehicles by 2035.
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
Read Next:
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46109160/japans-top-trade-negotiator-calls-trumps-25-auto-tariffs-unacceptable-amid-ongoing-talks">Japan's Top Trade Negotiator Calls Trump's 25% Auto Tariffs ‘Unacceptable' Amid Ongoing Talks</a></li>
</ul>
Photo courtesy: Shutterstock

Trump's 'Big Beautiful Bill' Passes—EV Tax Breaks To End On September 30: What It Means For Electric Vehicles

A pickup truck carefully designed so that the likes of Blade Runner and James Bond <a href="https://www.benzinga.com/news/23/12/36104426/elon-musk-wanted-to-make-a-vehicle-for-the-future-one-that-blade-runner-would-drive">would be proud</a> to drive it could be facing a demand decline that would force changes from Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>).
What Happened: Tesla CEO Elon Musk had grand ambitions for the Cybertruck<a href="https://www.benzinga.com/analyst-ratings/analyst-color/23/11/36032944/cybertruck-delivery-event-elon-musk-highlights-teslas-best-product-says-finally-the"> with planned production capacity </a>of 250,000 vehicles annually. Millions of people registered for the unique electric pickup truck.
In 2024, an estimated 38,965 Cybertrucks were sold in the U.S.,<a href="https://www.benzinga.com/news/25/01/42986863/us-electric-vehicle-sales-hit-record-1-3-million-units-in-2024-despite-tesla-declines-top-10-bestsel"> ranking fifth </a>among all electric vehicles in the country for the year.
In the first 14 months of availability, around 46,000 Cybertrucks were sold based <a href="https://www.benzinga.com/markets/equities/25/03/44414187/elon-musks-tesla-recalls-over-46000-cybertrucks-due-to-safety-concerns">on recall data.</a>
New data from Tesla suggests the Cybertruck demand could be stalling even more and the company could be selling less than 90% of its original annual goal.
Tesla recently reported its <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46221375/tesla-stock-jumps-on-strong-q2-deliveries">second-quarter delivery figures</a>. The company delivered 384,122 total vehicles in the second quarter. Of this total, the majority fit into the Model 3 and Model Y category. The company's other category, which includes the Model S, Model X, Cybertruck and Tesla Semi had 10,394 deliveries in the second quarter.
Electrek <a href="https://electrek.co/2025/07/02/tesla-confirms-cybertruck-sales-are-down-to-just-5000-units/">estimates </a>that this means around 5,000 Cybertrucks were delivered with international data pointing to around 5,000 Model S and Model X vehicles sold in the quarter.
Tesla had 12,881 deliveries of the Other category in the first quarter, which would likely mean around 5,000 Cybertrucks delivered in that quarter.
Put that together and year-to-date Cybertruck deliveries stand at around 10,000, or 20,000 on an annualized basis. This is 8% of the 250,000 annual target the company was originally aiming for with Musk originally saying 2025 could be the first year of hitting that six-figure milestone.
Reports of weak demand for the Cybertruck, increased inventory of the vehicle on hand and price cuts have been trending topics when looking at the newer Tesla vehicle. The latest sales figures appear to back reports that Cybertruck demand is not where it should have been by now.
You may not be a billionaire like Elon Musk, but you can uncover hidden gems in the stock market using our proprietary data and pattern recognition — <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/46157351/benzingas-stock-whisper-index-5-stocks-investors-secretly-monitor-but-dont-talk-about-yet-71">check out five stocks flying under the radar that deserve your attention.</a>
Why It's Important: As reported by Electrek, Tesla reported seven straight quarters of 15,000 or more deliveries for its Other vehicles category prior to this year's first quarter. This includes three straight quarters, the second, third and fourth of 2024, with over 20,000 deliveries for the Other vehicles category.
With less than 11,000 Other vehicles delivered in the second quarter, the total is now lower than the first quarter of 2023, which was before the Cybertruck was even available.
An electric pickup truck from Tesla was expected to disrupt the market with pickup trucks one of the top-selling vehicle classes every year in America. Instead, the unique design and high price of the Cybertruck may have pickup truck fans keeping their traditional gas-powered vehicle.
Other automakers have also released electric pickup trucks and could be dipping into Tesla's market share.
Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) has the F-150 Lightning, which had 5,842 deliveries in the second quarter. General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) had 3,056 Silverado EV, 1,524GMC Sierra EV and 4,508 Hummer EV deliveries in the second quarter, according to the report. The Hummer EV total includes both pickup trucks and SUVs.
Rivian Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) delivered 10,661 vehicles in the second quarter, but doesn't break out its split between trucks and SUVs.
These companies are all expected to keep the pressure up on Tesla. There is also the upcoming convertible electric pickup truck that can turn into an SUV from Jeff Bezos-backed Slate Auto. Over 100,000 vehicles <a href="https://www.benzinga.com/news/25/05/45381497/jeff-bezos-backed-slate-hit-100k-ev-reservations-in-2-weeks-how-it-compares-to-cybertruck-launch">have been reserved </a>from Slate Auto.
With a current renewed focus on autonomous vehicles and robotaxis, Tesla may have to decide what it wants to do with the Cybertruck and if it will scale back some of the production capacity due to weakened demand.
 TSLA Price Action: Tesla stock trades at $315.36 on Thursday versus a 52-week trading range of $182 to $488.54. Tesla stock is down 16.7% year-to-date in 2025.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/entertainment/25/06/46042333/elon-musk-paid-1m-for-a-james-bond-car-it-was-found-in-a-100-storage-unit">Elon Musk Paid $1M For A James Bond Car — It Was Found In A $100 Storage Unit</a></li>
</ul>
Photo: Shutterstock

Cybertruck Dreams Shatter As Musk's 250K Goal Unravels

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

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding TSLA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), we observe a call option sweep with bearish sentiment. It expires in 8 day(s) on July 11, 2025. Parties traded 200 contract(s) at a $320.00 strike. This particular call needed to be split into 19 different trades to become filled. The total cost received by the writing party (or parties) was $148.0K, with a price of $740.0 per contract. There were 10560 open contracts at this strike prior to today, and today 18921 contract(s) were bought and sold. 
• For BABA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>), we notice a call option sweep that happens to be bearish, expiring in 43 day(s) on August 15, 2025. This event was a transfer of 50 contract(s) at a $110.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $25.6K, with a price of $513.0 per contract. There were 4089 open contracts at this strike prior to today, and today 2173 contract(s) were bought and sold. 
• Regarding F (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), we observe a call option sweep with bullish sentiment. It expires in 561 day(s) on January 15, 2027. Parties traded 1000 contract(s) at a $14.85 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $79.0K, with a price of $79.0 per contract. There were 28155 open contracts at this strike prior to today, and today 1336 contract(s) were bought and sold. 
• For JD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>), we notice a put option trade that happens to be neutral, expiring in 260 day(s) on March 20, 2026. This event was a transfer of 150 contract(s) at a $28.00 strike. The total cost received by the writing party (or parties) was $30.7K, with a price of $205.0 per contract. There were 1941 open contracts at this strike prior to today, and today 700 contract(s) were bought and sold. 
• For XPEV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>), we notice a call option trade that happens to be bullish, expiring in 43 day(s) on August 15, 2025. This event was a transfer of 199 contract(s) at a $19.00 strike. The total cost received by the writing party (or parties) was $26.2K, with a price of $132.0 per contract. There were 295 open contracts at this strike prior to today, and today 436 contract(s) were bought and sold. 
• Regarding CAVA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>), we observe a call option trade with bearish sentiment. It expires in 78 day(s) on September 19, 2025. Parties traded 29 contract(s) at a $75.00 strike. The total cost received by the writing party (or parties) was $47.8K, with a price of $1650.0 per contract. There were 1269 open contracts at this strike prior to today, and today 213 contract(s) were bought and sold. 
• Regarding HOG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HOG#NYSE">HOG</a>), we observe a call option trade with bearish sentiment. It expires in 15 day(s) on July 18, 2025. Parties traded 123 contract(s) at a $23.00 strike. The total cost received by the writing party (or parties) was $33.8K, with a price of $275.0 per contract. There were 653 open contracts at this strike prior to today, and today 176 contract(s) were bought and sold. 
• Regarding SBUX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>), we observe a call option trade with neutral sentiment. It expires in 8 day(s) on July 11, 2025. Parties traded 65 contract(s) at a $89.00 strike. The total cost received by the writing party (or parties) was $36.7K, with a price of $566.0 per contract. There were 1289 open contracts at this strike prior to today, and today 165 contract(s) were bought and sold. 
• For RCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>), we notice a call option sweep that happens to be bullish, expiring in 197 day(s) on January 16, 2026. This event was a transfer of 88 contract(s) at a $410.00 strike. This particular call needed to be split into 18 different trades to become filled. The total cost received by the writing party (or parties) was $143.4K, with a price of $1630.0 per contract. There were 111 open contracts at this strike prior to today, and today 102 contract(s) were bought and sold. 
• For NKE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NKE#NYSE">NKE</a>), we notice a call option trade that happens to be bearish, expiring in 8 day(s) on July 11, 2025. This event was a transfer of 64 contract(s) at a $69.00 strike. The total cost received by the writing party (or parties) was $48.0K, with a price of $750.0 per contract. There were 271 open contracts at this strike prior to today, and today 71 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

10 Consumer Discretionary Stocks With Whale Alerts In Today's Session

Once dismissed as a moonshot, D-Wave Quantum (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/QBTS#NYSE">QBTS</a>) is now emerging as one of the most commercially grounded players in <a href="https://www.benzinga.com/topic/quantum-computing">the quantum computing race</a>—and Wall Street is starting to take notice. 
On Wednesday, Cantor Fitzgerald analyst Troy Jensen initiated coverage on the company with an &#8220;Overweight&#8221; rating and a $20 price target, citing D-Wave's leadership in Quantum Annealing technology, its growing list of enterprise use cases, and a surge in demand from sectors such as logistics, aerospace, and national defense.
Jensen noted that D-Wave is the first commercial quantum computing company and a leader in Quantum Annealing technology with over 30+ proven business use cases.
The analyst noted that companies are utilizing D-Wave&#8217;s Annealing technology in optimization problems, such as scheduling and logistics routing, and achieving productivity improvements.
Also Read: <a href="https://www.benzinga.com/trading-ideas/movers/25/07/46193784/d-wave-quantum-stock-is-trading-higher-tuesday-whats-happening" target="_blank" rel="noreferrer noopener">D-Wave Surges After Raising $400M in Stock Sale, Boosting Cash Pile to $815M for Acquisitions</a>
Moreover, D-Wave has demonstrated quantum computational supremacy on real-world problems.
Ford Otosan, a joint venture with Ford Motor Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and Koç Holding in Turkey, has deployed a hybrid-quantum application in production that has improved scheduling time by a factor of six, Jensen noted.
It recognized its first Advantage system sale with Jülich Supercomputing Centre purchasing its own D-Wave Advantage Annealing Quantum computing system. It announced the physical assembly of an Advantage2 Annealing system at Davidson Technologies&#8217; (private) headquarters in Alabama in its support of the U.S. Department of Defense, intelligence community, and the aerospace industry, the analyst said.
After a challenging 2022 and 2023, D-Wave&#8217;s share price has rallied since late 2024, up ~1,326% in the last 52 weeks and up ~74% year-to-date compared to an ~6% advance in the previous 52 weeks and a ~3% decline year-to-date for the Russell 2000 index, Jensen pointed out.
D-Wave is in the very early innings of commercializing its technology, the analyst highlighted.
He noted D-Wave can capture 15% of the quantum hardware, software, and services market by 2035E, which equates to $477 million in present value terms, using a 10% discount rate.
Jensen projected second-quarter revenue of $2.3 million and EPS of $(0.05).
QBTS Price Action: D-Wave Quantum shares were up 7.1% at $15.88 at last check Wednesday.
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Photo: courtesy of D-Wave Quantum

Price Target

Initiation

Analyst Ratings

QBTS

D-Wave Surges 1,326%: What's Driving Quantum Computing's Newest Star?

<a href="https://www.bloomberg.com/news/articles/2025-07-02/carney-meets-with-automakers-as-canada-s-factories-show-tariff-strain?srnd=homepage-americas" title="https://www.bloomberg.com/news/articles/2025-07-02/carney-meets-with-automakers-as-canada-s-factories-show-tariff-strain?srnd=homepage-americas">https://www.bloomberg.com/news/articles/2025-07-02/carney-meets-with-automakers-as-canada-s-factories-show-tariff-strain?srnd=homepage-americas</a>

'Carney Meets With Automakers as Canada's Factories Show Tariff Strain" -Bloomberg

Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) said the company's sales in Q2 2025 surged 14.2% as the company's market share increased to 14.3%, up 1.8% from the first quarter.
What Happened: Ford said it sold 612,095 units in the second quarter, according to a statement released by the Detroit-based automaker. The company also said the F-series pickup trucks posted best Q2 sales since 2019, with over 222,459 units, which is an 11.5% YoY increase.
The company also said it sold a record 156,509 electrified vehicles (Hybrids and EVs) YTD, which is a 14.7% increase. However, the automaker's EVs experienced a decline as the company sold 16,438 EVs compared to Q2 2024's 23,957 units, a -31.4% decline.
"We blew the doors off the overall industry with our second-quarter sales," Ford's Blue and Model e president, Andrew Frick, said in the statement. Industry estimates shared that Ford would experience a 1.4% increase in sales for the second quarter.
Why It Matters: The data comes as Ford is proceeding with its plans to invest in a <a href="https://www.benzinga.com/markets/tech/25/06/46074112/ford-to-proceed-with-3-billion-battery-plant-despite-potential-tax-incentive-loss-under-trumps-budget-plan-we-stick-behind-our-investments">$3 billion battery</a> manufacturing unit in Michigan despite the decline in all-electric vehicles this quarter.
Ford's electrification plans, including the investment, seem to be going ahead full steam. CEO Jim Farley recently <a href="https://www.benzinga.com/markets/tech/25/07/46187171/ford-ceo-jim-farley-praises-chinese-evs-amid-affordable-ev-platform-plans-its-the-most-humbling-thing">hailed Chinese EVs</a> at an event and the company is also reportedly working on an <a href="https://www.benzinga.com/markets/tech/25/06/46020713/ford-says-upcoming-budget-ev-platform-will-rival-chinese-ev-prices-report">affordable EV platform</a> to rival Chinese EVs.
However, the automaker has also had to deal with a <a href="https://www.benzinga.com/markets/tech/25/06/46068633/ford-recalls-aviator-suvs-as-adhesive-issue-adds-to-automakers-mounting-recall-woes">string of recalls</a> affecting millions of vehicles due to a variety of issues ranging from software glitches to suspension issues and more.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="215" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/02022639/F-JUL-2-2025-1024x215.jpg" alt="" class="wp-image-969749" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/02022639/F-JUL-2-2025-1024x215.jpg 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/02022639/F-JUL-2-2025-300x63.jpg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/02022639/F-JUL-2-2025-768x161.jpg 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/02022639/F-JUL-2-2025-1536x322.jpg 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/02022639/F-JUL-2-2025.jpg 1570w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Ford scores well on Value and Quality metrics, but offers Satisfactory ratings on Momentum and Growth. For more such insights, sign up for<a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"> Benzinga Edge Stock Rankings</a> today!
Check out more of Benzinga's Future Of Mobility coverage by<a href="https://www.benzinga.com/topic/mobility"> following this link.</a>
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<li><a href="https://www.benzinga.com/markets/tech/25/06/46156654/ford-ceo-jim-farley-believes-waymos-approach-makes-more-sense-than-elon-musk-led-teslas-when-you-have-a-brand-like-ford-you-have-to-be-really-careful">Ford CEO Jim Farley Believes Waymo&#8217;s Approach Makes More Sense Than Elon Musk-led Tesla&#8217;s: &#8216;When You Have A Brand Like Ford&#8230; You Have To Be Really Careful&#8217;</a></li>
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Photo courtesy: Tada Images / Shutterstock.com

Ford Sales Surge 14.2% In Q2, Beating Market Estimates But EV Sales Decline 31%

Shares of Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) are trading higher Tuesday after the companies reported strong <a href="https://www.benzinga.com/markets/tech/25/07/46187171/ford-ceo-jim-farley-praises-chinese-evs-amid-affordable-ev-platform-plans-its-the-most-humbling-thing">second-quarter sales</a>.
What To Know: Ford reported a 14.2% increase in second-quarter vehicle sales, significantly outpacing industry estimates and expanding its U.S. market share.
Ford highlighted broad-based strength across its truck, hybrid and SUV categories. The company's F-Series posted its best second quarter since 2019 with over 222,000 units sold, while electrified vehicle sales hit a record 82,886 units in the quarter. Ford also noted a 26% jump in Maverick sales and a 44.7% increase in its Bronco lineup. In total, Ford's second-quarter sales reached 612,095 units, up 14.2% year-over-year. 
"We blew the doors off the overall industry with our second-quarter sales," said Andrew Frick, president, Ford Blue and Model e, and interim head of Ford Pro.
GM, meanwhile, posted a 7% increase in U.S. sales for the second quarter and a 12% rise for the first half of 2025. Chevrolet and Buick drove much of the growth, with record crossover sales and continued dominance in full-size pickups and SUVs. GM also saw its EV sales double in the second quarter, making Chevrolet the best-selling EV brand and Cadillac the top luxury EV brand by market share during the quarter.
"The investments we have made in our crossovers, SUVs, and pickups – both gas and electric – along with great execution by our employees, suppliers and dealers, have made GM the engine of growth for the U.S. industry this year," said Duncan Aldred, GM senior VP and president of North America.
As both companies lean into a mix of combustion, hybrid and electric offerings, the results underscore the continued strength of U.S. consumer demand for pickups and SUVs. Investors responded positively to the strong execution and upward market share trends, sending both stocks higher on the day.
Price Action: Ford shares were up 4.54% at $11.33 and General Motors shares were up 5.24% at $51.80 at the time of writing Tuesday, according to <a href="https://pro.benzinga.com/dashboard?new_user=False&amp;backend=google-oauth2">Benzinga Pro</a>.
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Image via Shutterstock.

Ford, General Motors Shares Rise As Automakers Report Q2 Sales Growth

Reuters Reports Electric Vehicle Advocacy Group Calls Senate Tax And Budget Bill That Kills EV Tax Credits "Profound Blow To U.S. Economic Competitiveness"

WIIM

Ford shares are trading higher after the company reported its June total vehicle sales numbers.

<a href="https://s205.q4cdn.com/882619693/files/doc_news/2025/Jul/01/Ford-U-S-Q2-2025-Sales-Release.pdf" title="https://s205.q4cdn.com/882619693/files/doc_news/2025/Jul/01/Ford-U-S-Q2-2025-Sales-Release.pdf">https://s205.q4cdn.com/882619693/files/doc_news/2025/Jul/01/Ford-U-S-Q2-2025-Sales-Release.pdf</a>

Ford June U.S. Total Vehicle Sales 612,095 Units; Q2 Electrified Vehicles Sales Of 82,886 Units

Xpeng Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPEV#NYSE">XPEV</a>) recorded a 224% YoY increase in June deliveries as the Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) rival delivered 197,189 units in the first half of 2025, exceeding the total units delivered in the entire year in 2024.
What Happened: The automaker delivered 34,611 vehicles in June, marking the 8th consecutive month where Xpeng delivered more than 30,000 units, the company said in an official press release on Tuesday.
Xpeng also delivered a record 103,181 units in Q2 2025, which the company said was a new quarterly record. The automaker said that it had expanded into over 40 countries and regions throughout the globe.
Why It Matters: The statement from Xpeng comes as the company recently received over <a href="https://www.benzinga.com/markets/asia/25/06/45900203/xpeng-receives-10000-pre-orders-in-under-an-hour-for-new-tesla-model-3-rival-report">10,000 pre-orders</a> for its G7 SUV in 46 minutes. The G7 rivals the Tesla Model 3 and retails for around $30,000.&nbsp;
Xpeng recently suggested that its new self-driving chip is <a href="https://www.benzinga.com/markets/tech/25/06/45903304/xpeng-says-its-new-self-driving-chip-is-3x-more-powerful-than-nvidias-will-power-vw-cars">three times more powerful</a> than Nvidia Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). The company also says it is in talks with companies like Volkswagen (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>) as Xpeng&#8217;s Turing Chip will power select VW models&#8217; autonomous driving capabilities in China.
Elsewhere, Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) CEO Jim Farley hailed <a href="https://www.benzinga.com/markets/tech/25/07/46187171/ford-ceo-jim-farley-praises-chinese-evs-amid-affordable-ev-platform-plans-its-the-most-humbling-thing">the Chinese EV industry</a> at an event, saying, "It is the most humbling thing" for manufacturers in the West to see Chinese EVs, signaling the growing role of Chinese EV manufacturers in the global auto industry.
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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</ul>
Photo courtesy: THINK A / Shutterstock.com

NVDA

VWAGY

Tesla Rival Xpeng Records 224% Surge In June Deliveries: Crosses 2024 Sales Mark In 6 Months

Press Releases

Ford Issues 2025 Proxy Statement, Sets Virtual Annual Meeting for May 8

Global Markets Roiled by President Trump's Sweeping New Tariffs

Ford to Report Q1 2025 Financial Results on May 5

NYSE Content Advisory: Pre-Market update + Bank of America beats earnings estimates

DTE Energy breaks ground on new solar park to help meet Ford Motor Company's needs for 100% carbon-free and renewable energy

Ford Motor Company Announces Details for Q1 2025 Earnings Conference Call

Ford Motor Company Board Declares Dividend for Second-Quarter 2025

Ford Reports First Quarter 2025 Financial Results

Ford Names Kyle Crockett as Chief Accounting Officer

Hagens Berman: Ford Hit with New Lawsuit Following Fatal F-350 Rollover Crash and Roof Crush Defect

AAPL

AYRO

Cenntro

Chijet Motor Company, Inc. - Ordinary Shares

Chijet Motor Co

ECD Automotive Design, Inc. - Common Stock

ECD Automotive Design

Envirotech Vehicles

Faraday Future Intelligent Electric Inc. - Class A Common Stock

Faraday Future

Fly-E Group

General Motors

Honda Motor Co

Lucid Group

Li Auto Inc. - American Depositary Shares

Li Auto

Lotus Technology Inc. - American Depositary Shares

Lotus Technology

NIO Inc. American depositary shares, each representing one Class A ordinary share

NWTN

Polestar Automotive Holding UK Limited - Class A ADS

Polestar Automotive

Polestar Automotive Holding UK Limited - Class C-1 ADS (ADW)

Rivian Automotive, Inc. - Class A Common Stock

Rivian Automotive

Thor Industries

Toyota Motor

Tesla

VinFast Auto

Winnebago Industries

Workhorse Gr

XPeng Inc. American depositary shares, each representing two Class A ordinary shares

XPeng

ZEEKR Intelligent Technology Holding Limited American Depositary Shares (each representing ten (10) Ordinary Shares)

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