General Motors reported better-than-expected earnings and revenue for Q2 2026, driven by strong demand for internal combustion engine (ICE) vehicles in North America. The company raised its full-year adjusted EBIT and free cash flow guidance, citing improved profit margins and favorable product mix and pricing. Despite a currently low valuation, GM's earnings yield of 16.6% appears undervalued given margin improvements and expected cost reductions in the second half of 2026. Key risks include oil price volatility, which could accelerate electric vehicle adoption and challenge GM's dominance in gas-powered vehicles.
President Trump's threat to impose a 50% tariff on Canadian autos and auto parts starting January 1, 2027, is viewed by UBS analysts as a negotiating tactic rather than a firm policy. The tariff threat follows stalled US-Canada trade talks, with larg...
Tesla's key growth driver is its Full Self-Driving (FSD) software, which now attaches to 55% of Q2 North American deliveries and has nearly 1.5 million paid subscribers globally. Despite record vehicle deliveries and revenue growth, Tesla's operating...
President Trump announced a 50% tariff on Canadian vehicles and auto parts effective January 1, 2027, causing Ford and Stellantis shares to drop 4%, and General Motors to fall 2%. The tariffs follow failed US-Canada trade talks and aim to address a $...
General Motors electric vehicles, including those made with Honda, are under a high-level safety investigation by the US regulator NHTSA due to brake system failures. Over 1 million vehicles, including some non-EVs like Chevy Colorado and Buick model...
