AEVA is trading 5% down now at $26.41 after a sharp multi-day rebound from late-June lows and a strong move higher on June 29–30. Recent gains followed recovery from prior weakness tied to macro headwinds and lidar-sector competition, but there is still no fresh company-specific news driving today’s move. With major indices modestly up, today’s pullback looks more like profit-taking and consolidation than a reaction to new information.