Tesla achieved record quarterly vehicle deliveries with a reported 25% year-over-year increase and signs of European recovery, while its stock fell 8% and analysts noted a potential glut of unsold EVs alongside 3% growth guidance. Ford's Q2 sales results show conflicting reports of a roughly 10% decline attributed to supplier issues, EV demand softness, and model phase-outs, though Bronco and Maverick hybrid models set sales records. Perspectives differ on whether these outcomes reflect market-driven EV scaling, policy distortions, or consumer preferences for hybrids and trucks.