Ford reported a significant 61% increase in second quarter electric vehicle sales, following Tesla's strong performance in vehicle deliveries. Wedbush analyst Dan Ives raised Tesla's price target to $300 per share in response. Morning Brief Anchors Brad Smith and Madison Mills discuss the implications for both companies and their stocks moving forward. Despite concerns, Ford's EV sales are on the rise, highlighting the potential for growth in the electric vehicle market. Analysts are optimistic about Tesla's future prospects, with upcoming catalysts like quarterly earnings and Robo Taxi Day expected to drive further stock gains. Both companies are making strategic moves to capture market share, with Ford focusing on international expansion and Tesla targeting the Chinese market. Overall, the future looks bright for both automakers in the EV space.