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Bloomberg65d agoneutral
Pentagon Accuses Alibaba, Baidu of Aiding China’s Military

(Bloomberg) -- The Pentagon accused some of China’s biggest companies, including Alibaba Group Holding Ltd., Baidu Inc. and BYD Co. of supporting the Chinese military, doubling down on an earlier decision to label crown jewels of the country’s corporate world as threats to US national security.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump Says He, Not Congress, Is in Charge of Kennedy Center

How Tariff Relief and GM Supplier Win Could Reshape Cleveland-Cliffs' (CLF) Investment Narrative
Simply Wall St.67d agoneutral
How Tariff Relief and GM Supplier Win Could Reshape Cleveland-Cliffs' (CLF) Investment Narrative

Cleveland-Cliffs recently benefited from reduced U.S. steel tariffs and a sector-wide steel rally, which together improved its competitive positioning and earnings outlook perceptions. Recognition as General Motors’ 2025 Supplier of the Year further underscored Cleveland-Cliffs’ entrenched role in North American automotive steel supply chains at a time when policy shifts are reshaping industry economics. We’ll now examine how the tariff reduction, combined with Cleveland-Cliffs’ strengthened...

Is It Time To Reassess General Motors (GM) After Its 75% One Year Surge?
Simply Wall St.68d agobullish
Is It Time To Reassess General Motors (GM) After Its 75% One Year Surge?

If you are wondering whether General Motors at around US$82 a share still offers value, the key is understanding how its current price lines up with different valuation yardsticks. The stock has pulled back around 1.4% over the last week, yet it is up 4.3% over 30 days, 1.4% year to date and 74.6% over the past year, with a 133.7% return over three years and 39.0% over five years. This naturally raises questions about how much of the story is already priced in. Recent market attention has...

Mercedes doubles down on EVs as U.S. rivals pull back
TheStreet71d agoneutral
Mercedes doubles down on EVs as U.S. rivals pull back

When an entire industry sprints for the same exit, following the crowd looks like the safe move. Carmakers are herd animals. They chase the same buyers, copy the same bets, and retreat in the same direction when those bets sour. For two years, that direction has been away from electric vehicles. ...

Investing.com71d agobearish
Bernstein cuts food giants as GLP-1s, health trends threaten growth outlooks

Investing.com -- Bernstein turned more cautious on the U.S. packaged food sector, downgrading several industry heavyweights as it warned that structural headwinds ranging from rising GLP-1 drug adoption to regulatory scrutiny and shifting consumer preferences are likely to pressure growth and profitability for years to come.

AI Euphoria in Old World Auto Stocks Gets a Nod From Wall Street
Bloomberg71d agoneutral
AI Euphoria in Old World Auto Stocks Gets a Nod From Wall Street

(Bloomberg) -- Investors betting that more old-world auto companies are in line to benefit from the boom in artificial intelligence got another stamp of approval from Wall Street.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTikTok Billionaire Overtakes Mukesh Ambani as Asia’s Second-Richest PersonRBI May Have Sold Gold to Save FX Reserves

UAW Strike Takes ‘Strategic’ Aim at Some of GM’s Most Profitable Vehicles
The Wall Street Journal72d 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.

A Look At General Motors (GM) Valuation After Strong Recent Shareholder Returns
Simply Wall St.72d agoneutral
A Look At General Motors (GM) Valuation After Strong Recent Shareholder Returns

Recent performance snapshot for General Motors (GM) General Motors (GM) stock has been relatively active, with a move of roughly 5% over the past week and about 9% over the past month, compared with a single day decline of around 1%. See our latest analysis for General Motors. At the current share price of $82.68, GM’s recent 7 day share price return of 4.94% and 30 day share price return of 9.12% sit against a much stronger 1 year total shareholder return of 75.13% and 3 year total...