Auto Stocks Jump as Oil Slide, Lower Yields Boost Affordability; GT, LCID, ALV Rise

On May 26, 2026, shares of Lucid Group (LCID), Goodyear Tire & Rubber (GT), and Autoliv (ALV) surged after WTI crude fell 4.7% and Treasury yields declined, lowering gasoline and auto-loan costs for consumers. The macro shift is expected to unlock pent-up demand from buyers previously priced out of large-vehicle ownership. Goodyear’s stock, which has been volatile with 19 moves exceeding 5% in a year, traded at $6.09, down 31.8% year-to-date and 49% below its June 2025 high of $11.94. The gain signals the market views the oil and yield relief as meaningful for near-term sentiment but not as fundamentally changing the tire maker’s outlook. Earlier this month, the Dow broke 50,000 on strong corporate fundamentals and a U.S.-China agreement to keep the Strait of Hormuz open, easing supply-chain fears as April retail sales rose 0.5%, a sign of stable industrial demand.