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Are US automakers' concerns of domestic Chinese competition overblown?
Yahoo Finance Video1d agoneutralVIDEO
Are US automakers' concerns of domestic Chinese competition overblown?

Ahead of President Trump's meeting with China's Xi Jinping this week, US auto groups signaled their concerns about growing competition from Chinese automakers in a new letter to the administration. The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian examine automakers' worries of Chinese competition penetrating into the US market.

America’s Rare Earth Bet Nears a Real Test: MP Materials Closes In on GM Deliveries
Insider Monkey1d agoneutral
America’s Rare Earth Bet Nears a Real Test: MP Materials Closes In on GM Deliveries

For years, the “domestic rare earth supply chain” has been more of a policy talking point than a viable business. That’s starting to change. MP Materials Corp. (NYSE:MP), the company at the center of America’s push to reduce reliance on Chinese-processed rare earths, told investors at the Jefferies Global Industrials Conference on September 9 that […]

Gary Black Says Legacy Automakers Will Not License Tesla FSD, Instead Bet on In-House Self-Driving Efforts: ‘Inclined to Build’
Benzinga1d agoneutral
Gary Black Says Legacy Automakers Will Not License Tesla FSD, Instead Bet on In-House Self-Driving Efforts: ‘Inclined to Build’

Investor Gary Black says that legacy automakers such as General Motors Co. (NYSE:GM), Ford Motor Co. (NYSE:F) and others will not license Tesla Inc.‘s (NASDAQ:TSLA) Full Self-Driving (FSD) technology. Legacy Automakers Will Bet on In-House Self-Driving Efforts Responding to a post by Tesla investor and influencer Sawyer Merritt, the Future Fund LLC co-founder said that he had “predicted for years that no legacy auto makers would license $TSLA ‘s FSD technology from them.” The investor added that

Should You Pay Up For Tesla's Narrow Lead Over Its Peers?
Trefis3d agoneutral
Should You Pay Up For Tesla's Narrow Lead Over Its Peers?

Tesla (TSLA) earns a better operating margin than General Motors and Sunrun, its two peers here, and trades at 310 times earnings, the highest of the three. General Motors' 37.8 times rests on trailing earnings that include a loss quarter, so it is not comparable to a clean year. The lead is real but narrow: it is a margin lead, and a thin one. The price rests on a robotaxi, robot, and chip build-out whose capital spending management expects to keep growing for two to three more years.

General Motors (GM) Stock Could Be 40% Undervalued After Digital Business Optimism
Simply Wall St.5d agoneutral
General Motors (GM) Stock Could Be 40% Undervalued After Digital Business Optimism

General Motors has delivered a strong multi‑year return for shareholders. The question now is whether the current US$82.20 share price is adequately supported by the cash the business is expected to generate. With fresh attention on its software, battery and driver assistance plans, investors are asking if the recent market optimism lines up with the company’s underlying cash flow profile. General Motors has returned 160.0% over the past 3 years, which makes the link between that share price...

General Motors (GM) Software Push Has Investors Asking If The Stock Is Fully Valued
Simply Wall St.5d agoneutral
General Motors (GM) Software Push Has Investors Asking If The Stock Is Fully Valued

General Motors (GM) is back in the spotlight after fresh commentary highlighted its push into software and in-car digital services, with OnStar, Super Cruise and smartphone integration reshaping how investors view the automaker. Recent enthusiasm around General Motors' software push sits against a bumpier tape, with the share price down 5.1% over the past day and 4.0% over the week. Yet a 40.6% one year total shareholder return and 160.0% three year total shareholder return suggest momentum...

General Motors Unveils New Engine Lineup for 2027 Pickup Trucks
TIKR5d agoneutral
General Motors Unveils New Engine Lineup for 2027 Pickup Trucks

Key Stats for General Motors StockPrice change for General Motors stock in last 6 months: 18%$GM Stock Price as of Sep. 17: $8752-Week High: $92$GM Stock Price Target: $104What Happened?General Motors (GM) stock is in the news after the company unveiled its new engine lineup for the 2027 Chevrolet Silverado 1500 and GMC Sierra 1500 pickup trucks.

GM is re-downloading Apple CarPlay, Android Auto to its cars
Yahoo Finance Video6d agoneutralVIDEO
GM is re-downloading Apple CarPlay, Android Auto to its cars

General Motors (GM) will reinstall Apple's (AAPL) CarPlay and Android Auto in its vehicles after initially planning to remove the software from new cars. Yahoo Finance Senior Autos Reporter Pras Subramanian explains the consumer reaction that led to this decision.

General Motors (GM) Bets on Software to Strengthen its Pickup Truck Franchise
Insider Monkey6d agoneutral
General Motors (GM) Bets on Software to Strengthen its Pickup Truck Franchise

General Motors Company (NYSE:GM) is introducing a redesigned software experience on the 2027 Chevrolet Silverado 1500 and GMC Sierra 1500, its two important full-size pickup nameplates. The new interface expands screen real estate to more than 60 inches on some configurations, simplifies controls for functions such as trailering and off-roading, and allows GM’s native system […]