Geopolitics Alpha

Tariff Hearings, Robotaxi Scrutiny: 15%-25% Rates [2026]

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Tariff Hearings, Robotaxi Scrutiny: 15%-25% Rates [2026]

Automakers face tariff hearings and robotaxi scrutiny under a new Congress. What is confirmed, what is not, and the 15 rate range.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLI Industrial Select Sector SPDR-0.3% 30d

    Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • CARZ First Trust S-Network Future Vehicles & Technology ETF

    First Trust S-Network Future Vehicles & Technology ETF: it holds carmakers and parts makers. Linked by “automaker” (autos) in this story.

  • CAT Caterpillar-26.6% 30d

    Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • DE Deere-1.1% 30d

    Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • WMT Walmart+20.2% 30d

    Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • NKE Nike+6.7% 30d

    Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • TSLA Tesla+1.9% 30d

    Tesla (motor vehicles and passenger car bodies): carmakers move with demand, costs and trade rules. Linked by “automaker” (autos) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLI+3.03%+5.45%baseafter closeafter closeafter closeafter close
XRT-2.55%-2.49%baseafter closeafter closeafter closeafter close
CARZ+0.00%+0.00%baseafter closeafter closeafter closeafter close
CAT+12.53%+12.71%baseafter closeafter closeafter closeafter close
DE+1.76%+0.35%baseafter closeafter closeafter closeafter close
WMT-3.29%-2.27%baseafter closeafter closeafter closeafter close
NKE-2.20%-2.74%baseafter closeafter closeafter closeafter close
TSLA+16.37%+15.91%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Tariff Hearings, Robotaxi Scrutiny: 15%-25% Rates [2026] shattered.io

Source: shattered.io

This story

CompanyWhenMoveStatus
CARZthree days earlier0.00%final price
CARZfive days earlier0.00%final price
CATthree days earlier+12.71%final price
CATfive days earlier+12.53%final price
DEthree days earlier+0.35%final price
DEfive days earlier+1.76%final price
NKEthree days earlier-2.74%final price
NKEfive days earlier-2.20%final price
TSLAthree days earlier+15.91%final price
TSLAfive days earlier+16.37%final price
WMTthree days earlier-2.27%final price
WMTfive days earlier-3.29%final price
XLIthree days earlier+5.45%final price
XLIfive days earlier+3.03%final price
XRTthree days earlier-2.49%final price
XRTfive days earlier-2.55%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

How solid “Tariff Hearings, Robotaxi Scrutiny: 15%-25% Rates [2026]” looks

12 out of 100

“Tariff Hearings, Robotaxi Scrutiny: 15%-25% Rates [2026]” scores 12 out of 100. The score uses 1 sources.