General Motors was upgraded to a buy ahead of its Q2 earnings report, with its valuation still considered low despite a 30% stock rally since last August. The company reported a Q1 EBIT margin expansion to 9.7% and a 33% EPS growth rate, with raised 2026 guidance forecasting 14% EBIT and 18% EPS annual growth. Vehicle sales declines are slowing, U.S. truck and EV market shares are increasing, and new growth areas are emerging in defense and AI data center energy storage. Near-term risks include commodity price volatility and supplier strikes, but GM's stock trades at a significant forward PEG discount, presenting an attractive risk/reward profile for investors.
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...
American companies such as Nike, Starbucks, and General Motors are seeing their businesses shrink in China due to geopolitical tensions, rising domestic competition, and a disconnect with Chinese consumers. While some brands struggle, others like Lul...
Ford shares dropped 4% after a rally driven by an unconfirmed report about future Bronco models reversed. The initial 4% gain was based on speculation of hybrid and pickup Bronco versions years away, which Ford has not confirmed. Meanwhile, General M...
