חברות הרכב החשמלי Rivian Automotive ו־Lucid Group פרסמו את תוצאותיהן הכספיות לרבעון הראשון של 2025 – אך בניגוד לציפיות לשיאי תנודתיות, המשקיעים הגיבו באיפוק מפתיע. למרות ש-Rivian עקפה את תחזיות האנליסטים ורשמה רווח גולמי חיובי שני ברציפות, מניית החברה ירדה בכ־5.8% ביום המסחר שלאחר פרסום הדו”ח. גם Lucid, שעמדה בתחזיות וצמצמה את ההפסד, סיימה את היום בירידה של 3.4%. המשקיעים, כך נראה, מוטרדים הרבה יותר מהתחזיות לעתיד ומהשפעת המכסים של ממשל טראמפ מאשר מהמספרים ברבעון החולף.


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