(https://www.cnbc.com/2026/07/01/automakers-usmca-trade.html) just exposed the real bifurcation in your portfolio. GM posted a [4.2% Q2 sales decline](https://www.cnbc.com/2026/07/01/q2-auto-sales-gm-stellantis-toyota-hyundai.html) with EV demand collapsing — the rules-of-origin math on Mexican assembly just evaporated.

Research these companies