(https://www.cnbc.com/2026/07/01/q2-auto-sales-gm-stellantis-toyota-hyundai.html) a 4.2% Q2 sales decline as EV demand collapsed, but the real story is (https://www.cnbc.com/2026/07/01/automakers-usmca-trade.html) obliterating the Mexico arbitrage that was propping up EV unit economics. GM's quarterly revenue hit $22.7B last quarter—solid absolute scale, but net margins collapsing to 2.1% as tariff premiums evaporate.

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