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UAW Strike Takes ‘Strategic’ Aim at Some of GM’s Most Profitable Vehicles
The Wall Street Journal115d agoneutral
UAW Strike Takes ‘Strategic’ Aim at Some of GM’s Most Profitable Vehicles

The work stoppage at the Dauch Corp. plant—still commonly known by its former name, American Axle —halts the supply of axles and axle tubes destined for GM’s midsize and full-size pickup trucks. If GM’s existing stockpile of the crucial parts runs out, the automaker won’t be able to make some of its best-selling and most lucrative vehicles. The situation imperils GM’s heavy-duty Chevrolet Silverado and GMC Sierra pickups, as well as midsize trucks that compete for buyers with Toyota’s Tacoma and Ford’s Ranger.

Three Free Cash Flow and Quality ETFs Quietly Beating Every Other Smart Beta Strategy in 2026
24/7 Wall St.115d agobullish
Three Free Cash Flow and Quality ETFs Quietly Beating Every Other Smart Beta Strategy in 2026

Smart beta had a confusing first half of 2026, as momentum cooled after a strong 2025, low-volatility lagged a market that kept grinding higher, and dividend growth funds got squeezed by another leg up in yields. The strategies that held their ground share a common screen: companies that generate real cash and earn returns above ... Three Free Cash Flow and Quality ETFs Quietly Beating Every Other Smart Beta Strategy in 2026

Tesla’s Market Cap Is Up 1,000-Fold Since Its 2010 IPO. What That Means for SpaceX.
Barrons.com115d agoneutral
Tesla’s Market Cap Is Up 1,000-Fold Since Its 2010 IPO. What That Means for SpaceX.

Tesla stock rebounded early Tuesday as CEO Elon Musk reminded investors about where his EV company started and how far it’s come. The move came after Musk tweeted that Tesla’s IPO market cap was only 0.1% of its current market cap. The tweet also comes just ahead of SpaceX’s massive IPO, which is expected to raise a record amount of cash, and could value the rocket company at $2 trillion.

Jim Cramer Reacts to a Caller on Ford Motor Company and Shares Crucial Trading Advice
Insider Monkey116d agoneutral
Jim Cramer Reacts to a Caller on Ford Motor Company and Shares Crucial Trading Advice

Ford Motor Company (NYSE:F) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Inquiring about the stock, a caller mentioned that they took 20% “off the top” and asked if they should sell the rest of their […]

More Incentives Needed To Drive EV Demand, Mazda Executive Says
Benzinga116d agoneutral
More Incentives Needed To Drive EV Demand, Mazda Executive Says

Automakers may need governments to shift from EV mandates toward consumer incentives as electric vehicle adoption growth slows in some regions, according to a senior Mazda executive. Mazda Australia Managing Director Vinesh Bhindi said regulators should focus more heavily on...

Ford surges on energy business while US car buying remains slow
Yahoo Finance Video116d agobullishVIDEO
Ford surges on energy business while US car buying remains slow

Ford's (F) plans for a new energy storage business have sent the automaker's stock soaring. RBC Capital Markets lead equity analyst Tom Narayan reacts to what this may mean for the auto company while US car buying remains stilted since the pandemic.

Ford’s $50,000 per EV Problem Is Finally Going Away
24/7 Wall St.116d agoneutral
Ford’s $50,000 per EV Problem Is Finally Going Away

For years, Ford‘s (NYSE: F) electric vehicle ambitions came with a punishing price tag. Internal math implied losses of roughly $50,000 for every EV the company sold. That gap is finally closing, and investors have noticed. The Numbers Behind the Turnaround Ford reported a Model e EBIT loss of $777 million in Q1 2026. Management ... Ford’s $50,000 per EV Problem Is Finally Going Away

Ford's Battery Pivot Teases A Multi-Year Technical Breakout
Benzinga116d agoneutral
Ford's Battery Pivot Teases A Multi-Year Technical Breakout

Shares of the Ford Motor Company are up more than 10% this week, after investors embraced the news of a new subsidiary. What Happened? Ford Energy will be a subsidiary focused on large-scale battery storage systems for utilities, industrial customers,...

Ford vs GM: One Auto Giant Looks Much Stronger for 2026
24/7 Wall St.117d agoneutral
Ford vs GM: One Auto Giant Looks Much Stronger for 2026

Ford (NYSE:F) and General Motors (NYSE:GM) closed Q1 2026 with a sharp contrast. GM topped estimates with a 41.31% EPS beat built on margin discipline. Ford answered with a $2.50 billion swing in adjusted EBIT and a louder transformation story. Both raised guidance. Only one is winning. Act now: the analyst who called NVIDIA in ... Ford vs GM: One Auto Giant Looks Much Stronger for 2026

Ford Just Rallied 43% In a Month: What Could Push the Stock to $20 Per Share?
24/7 Wall St.119d agoneutral
Ford Just Rallied 43% In a Month: What Could Push the Stock to $20 Per Share?

Ford stock is up 6% in midday trading on Friday, extending an extraordinary run that has lifted Ford (NYSE:F) shares to $17.65. Impressively, the stock has rallied 43% over the past month. The catalyst isn’t about selling pickup trucks. A Wall Street Journal headline this week put it bluntly: “Ford’s Stock Is Surging and It’s ... Ford Just Rallied 43% In a Month: What Could Push the Stock to $20 Per Share?

GM Authorized $6 Billion in Buybacks. Will Ford Match the Move?
24/7 Wall St.119d agobullish
GM Authorized $6 Billion in Buybacks. Will Ford Match the Move?

Ford (NYSE: F) and General Motors (NYSE: GM) recently posted Q1 2026 results, and the contrast in how each is returning cash was the most striking takeaway. GM authorized a new $6 billion buyback in January and lifted its dividend. Ford kept its payout flat and bought back a fraction of that. Same industry, very ... GM Authorized $6 Billion in Buybacks. Will Ford Match the Move?

Larry Kudlow: The ‘Trumpian Economy’ Is Booming Despite the Gas Price Noise
24/7 Wall St.119d agoneutral
Larry Kudlow: The ‘Trumpian Economy’ Is Booming Despite the Gas Price Noise

Larry Kudlow spent Wednesday evening on Fox Business arguing that the economy is stronger than headlines admit. “The Trumpian economy is absolutely booming as is the stock market,” he said, listing the receipts: an Atlanta Fed nowcast pointing to 4.3% real GDP growth in the second quarter, core goods prices up only 1.1% excluding food ... Larry Kudlow: The ‘Trumpian Economy’ Is Booming Despite the Gas Price Noise