Stellantis shares fell 7% to $4.37 in afternoon trading after the automaker reported essentially flat U.S. third-quarter 2026 sales. Ram brand sales increased 29%, but Jeep sales fell 20%; because Jeep sells more vehicles than Ram, the decline weighed more heavily on Stellantis' overall mix. The company also said it would temporarily pause production at four French plants during October because of a shortage of long-range electric-vehicle batteries and slower demand for some models. Ford shares fell 2% to $12.02 and General Motors shares slipped 0.8% to $78.69, while the Consumer Discretionary Select Sector SPDR ETF rose 1% and the SPDR S&P 500 ETF Trust gained 0.7%. Earlier figures showed Stellantis selling 324,277 vehicles in the quarter, down from 324,825 a year earlier, with year-to-date sales up 3% to 958,463. Investors are watching whether Jeep volumes stabilize, Ram momentum continues and the French production pause ends as described.