Adam Jonas, a Morgan Stanley analyst specializing in the automotive sector, shares insights on the recent downgrades for General Motors and Ford, emphasizing concerns over their competitiveness. Meanwhile, Vistra, a standout in the energy market, discusses its rise as this year's top S&P 500 gainer, touching on strategic positions amidst changing energy dynamics. The conversation also dives into Apple’s stock pressure tied to weak iPhone demand and broader implications of rising treasury yields on the market.
