General Motors (GM) has secured 100% of the lithium output from Phase 1 of the Thacker Pass mine for 20 years, ensuring battery-grade lithium supply sufficient for up to 1 million electric vehicles annually. GM's Q2 2026 financial results exceeded expectations with $48 billion in revenue, $3.57 adjusted EPS, and $5 billion in free cash flow, leading to an upward revision of its 2026 guidance. Despite near-term challenges such as tariffs, commodity inflation, and retooling costs, GM remains strategically strong due to its dominant domestic lithium supply, robust internal combustion engine truck and SUV sales, and aggressive shareholder returns. The analyst rates GM as Hold, citing valuation expansion and short-term headwinds but positive positioning for 2027–2028 and ongoing share buybacks.
General Motors (GM) is trading at a forward price-to-earnings ratio of 8.2, significantly below the sector average by 53.4%, indicating it is undervalued. The company is shifting focus to personal vehicle autonomy and its Super Cruise system, which i...
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...
