(https://www.cnbc.com/2026/06/22/lucid-layoffs-evs.html) with the COO walking out is the clearest signal yet that EV cash burn has become uninvestable. But here's what everyone's missing: (https://www.cnbc.com/2026/06/22/ups-healthcare-logistics-investment.html) isn't a growth play—it's capital flight from retail weakness.

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