Chinese E.V. makers report June deliveries. XPeng (XPEV) is up 24.0%, Li Auto (LI) is up 46.7%, Nio (NIO) is up 98.1%, and Zeekr (ZK) is up 89.0% year-over-year. Caroline Woods discusses what’s ahead for Chinese E.V. makers. She also talks about how Deutsche Bank raises Walmart’s (WMT) price target and questions if Walmart’s perception could be changing.