The (https://www.cnbc.com/2026/07/27/ford-and-general-motors-get-upgraded-by-jefferies-which-sees-sharp-gains-ahead.html) on $GM and $F is being read as cyclical auto recovery. The earnings data tells a different story: $GM posted Q4 EPS of on $48.0B revenue, but NI margin sits at just — suggesting structural pressure, not cyclical strength.

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