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F raises its 2026 EBIT guidance despite tariff and commodity headwinds, while a Novelis aluminum recovery can drive a major second-half benefit.

C3.ai (NYSE:AI) reported strong Q1 FY27 results with 73% quarter on quarter bookings growth and a return to positive free cash flow. The company signed 22 new high profile customer agreements in the quarter, including Ford and multiple U.S. government agencies. Federal sector bookings rose 138% year on year, while prior restructuring efforts contributed to steadier revenue and an improved operating loss profile. For investors tracking how enterprise and government spending is shaping the...

President Trump’s tariff and electric-vehicle policies are colliding with Volkswagen’s plans for the large and lucrative U.S. market. The WSJ’s Stephen Wilmot reports that Volkswagen is shaking up its U.S. leadership for the second time in two years as the world’s second-largest carmaker aims to revive its American business. Veteran executive Marco Schubert will take over Volkswagen’s business in North America in October.

New Canada tariffs are landing as a direct bill to two of America's biggest automakers, and the ripple effects stretch well beyond car lots into the housing market and household budgets.

In something of an unexpected consequence, Japanese automakers Toyota and Honda have more to lose than any US automaker from President Trump's threatened tariffs on Canadian-built vehicles.

GM's C$1B+ Canadian investment boosts production visibility, but tariffs, rising costs and launch pressures cloud the near-term outlook.

Its electric and energy arm is guided to a multibillion-dollar loss, and the launches meant to justify that spending arrive just as a one-off tariff benefit disappears.

On August 15, 2026, the Wall Street Journal reported that Ford Motor Company (NYSE:F) and General Motors Company (NYSE:GM) are privately lobbying for tariff policies that favor their own manufacturing footprints while each publicly claims to be the more “American” automaker. Ford, which builds about 80% of its U.S. sold vehicles domestically and employs more […]

Hyundai's CEO says tariffs are accelerating a localization push that was already underway, and the numbers behind that push reveal just how dramatically the company is betting on America outpacing its own four decades of history here.

Ford Motor stock has delivered a solid 44.6% total return over the past 5 years, yet current valuation checks send a mixed message, with the Discounted Cash Flow (DCF) intrinsic value pointing to a premium while earnings based multiples suggest the shares may be on the cheap side. A 44.6% gain over 5 years indicates that long term holders in Ford Motor have already seen meaningful value created, so new buyers need to think carefully about what is already reflected in the price. Planned...

Trump's January 1 deadline gives GM and Ford just four months to rethink supply chains that took decades to build, and a little-known legal wrinkle could make the whole tariff structure collapse before either company finishes planning around it.

President Trump's threat of 50% tariffs on Canadian autos and auto parts is more of a negotiating tactic than a settled policy, UBS analysts believe. In a note Tuesday, the bank argues that the January 1, 2027 start date functions as pressure to restart trade talks rather than a firm...

Another trade war has started with a volley of tariff threats, and this time the fight is with America’s neighbor and closest trading partner, Canada. While the U.S. has held several formal negotiations with Mexico this year about the USMCA, it hasn’t done so with Canada.

Prime Minister Mark Carney said his government is still working on options for retaliating against US President Donald Trump’s new tariffs on Canadian goods, but added that he’s willing to continue trade talks if the US adopts the “right attitude.”

Trade talks between the U.S. and Canada collapsed in the 11th hour Friday, renewing fears of an all-out trade war as new tariffs went into effect over the weekend. Ford and Stellantis shares slipped Monday after President Trump announced a 50% tariff on automobiles and auto parts from Canada come January.

Trump’s Canada tariff threat hit Detroit broadly, but Stellantis has the most awkward plant problem sitting right in the middle of it.

A Truth Social post landed at the open and immediately sent Detroit's Big Three into a tailspin, but the selloff is hitting Ford and Stellantis twice as hard as General Motors and nobody can fully explain why.

GM, Ford, and Stellantis shares were lower as trade talks between Canada and the U.S. broke down over the weekend.

Tesla Inc. CEO Elon Musk has backed the automaker’s domestic manufacturing prowess amid President Donald Trump‘s tariffs on the auto industry. Domestic Assembly, Domestic Parts On Saturday, podcast host Katie Miller took to the social media platform X, sharing a...

Commerce Secretary Howard Lutnick hailed President Donald Trump‘s tariffs on the automotive sector, touting them as a move that will strengthen the U.S.’s domestic manufacturing sector. Howard Lutnick Touts Thousands of Jobs, Ford’s Lincoln Pivot In an interview with Fox...

Also: GM and Ford clash over tariffs and trade policies; Chinese carrier opens Arctic shipping route.

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has backed the automaker’s domestic manufacturing prowess amid President Donald Trump‘s tariffs on the auto industry. Domestic Assembly, Domestic Parts On Saturday, podcast host Katie Miller took to the social media platform X, sharing a screenshot of a Wall Street Journal article outlining Ford Motor Co. (NYSE:F) and General Motors Co.‘s (NYSE:GM) domestic manufacturing push. “Every Tesla sold in the United States is assembled in the United States,” she sa

America’s trade war has left its two largest automakers sparring over favorable tariffs on imports, batteries and more.

Earlier this month, Blue Bird Corporation announced a collaboration with Ford Motor under which Blue Bird will design, build, and sell the next-generation F-53/F-59 commercial stripped chassis using Ford powertrains, while Ford separately committed billions of US dollars to retool its Louisville plant for the Fathom electric truck and to shift Lincoln production to the U.S. by 2030 in response to high China tariffs and new regulations. Together, these moves highlight Ford’s push to deepen...

Investing.com -- The US and Canada still have significant differences to resolve before an August 19 deadline for threatened 50% tariffs on a range of Canadian products, Bloomberg reported on Saturday.

Ford Motor (NYSE:F) plans to shift production of its Lincoln vehicles from China to U.S. plants by 2030 in response to tariffs and regulatory hurdles. The move affects Lincoln models currently sourced from China and is intended to reduce exposure to trade related costs and policy changes. Ford expects the transition to reshape its manufacturing footprint, supply chain and workforce allocation over the coming years. The decision aligns Lincoln more closely with U.S. production at a time when...

Ford Motor Co. is reportedly preparing to move production of some Lincoln models from China to the U.S. beginning in 2030, as high Trump tariffs and tighter restrictions on Chinese vehicle technology reshape the automaker’s production strategy. Lincoln Nautilus Attracts...

Walmart, Tesla, and more stocks will feel the effects of the capacity constraints, delays, and higher prices reported by shipping giants Maersk and Hapag-Lloyd.

The Lincoln Nautilus, currently subject to a 52.5% U.S. tariff, is the main vehicle Ford imports from China

Lincoln vehicles imported from China are currently subject to U.S. tariff rate of 52.5%, which significantly reduces the company’s profit margins.