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Micron, Ford sign semiconductor supply agreement for vehicles
Reuters36d agoneutral
Micron, Ford sign semiconductor supply agreement for vehicles

Micron Technology and Ford Motor on Monday signed a long-term agreement to ‌secure the supply for memory and storage ‌platforms used in the automaker's next-generation vehicle production. This comes days after ​Micron's similar agreement with General Motors, as part of the chipmaker's ongoing investments to expand manufacturing in the United States for automotive customers, including its expansion ‌of advanced DRAM production ⁠in Virginia. DRAM, or dynamic random-access memory, is a critical component for servers ⁠that power cloud computing, databases and AI workloads.

Micron Technology (MU) Enters Into a Strategic Customer Agreement With General Motors
Insider Monkey37d agoneutral
Micron Technology (MU) Enters Into a Strategic Customer Agreement With General Motors

Micron Technology Inc. (NASDAQ:MU) is one of BlackRock’s 30 most important AI stocks right now. On July 1, Micron Technology Inc. (NASDAQ:MU) and General Motors revealed a Strategic Customer Agreement to ensure a stable, long-term provision of memory and storage solutions essential to GM’s large-scale vehicle manufacturing and delivery. The two companies are cooperating to […]

Why Did General Motors (GM) Just Partner With Micron?
Insider Monkey38d agoneutral
Why Did General Motors (GM) Just Partner With Micron?

General Motors Co (NYSE:GM) is one of the Top 10 Extreme Value Stocks To Buy Now. On July 1, General Motors Co (NYSE:GM) and Micron Technology announced a Strategic Customer Agreement to secure a long-term supply of memory and storage products. These components are important for GM’s vehicle production and delivery at scale. This agreement […]

GM's EV strategy is under pressure
TheStreet39d agoneutral
GM's EV strategy is under pressure

General Motors (GM) may have retained the top spot in U.S. auto sales for the second quarter, but it still saw a 4.2% year-over-year decline and an especially sharp drop in EV sales. The automaker pointed to a shrinking EV market and economic uncertainty as key factors for the overall decline. At ...

General Motors (GM) Secures Micron Deal For Future Software Defined Vehicles
Simply Wall St.40d agoneutral
General Motors (GM) Secures Micron Deal For Future Software Defined Vehicles

General Motors (NYSE:GM) has entered a long-term supply agreement with Micron Technology for advanced memory and storage components. The deal focuses on securing key semiconductor content for GM’s future vehicle platforms, including software-defined and AI-supported models. The agreement includes technology collaboration intended to support GM’s plans for intelligent, connected vehicles. For investors watching General Motors, this agreement with Micron speaks directly to how central...

The Bull Case For Micron Technology (MU) Could Change Following GM Long-Term Auto Memory Supply Deal
Simply Wall St.40d agoneutral
The Bull Case For Micron Technology (MU) Could Change Following GM Long-Term Auto Memory Supply Deal

In late June 2026, Micron Technology signed a long-term Strategic Customer Agreement with General Motors to supply LPDRAM, NOR and UFS NAND memory and storage for current and next-generation vehicles, underpinned by Micron’s US$2.00 billion Manassas, Virginia DRAM fab modernization that began production earlier this year. This deal adds automotive to Micron’s growing base of multi-year supply contracts, illustrating how AI-era memory shortages are pushing major OEMs to lock in dedicated...

Ford Is Now Down 4 Days in a Row. Is It Time to Switch to General Motors or Stellantis?
24/7 Wall St.40d agoneutral
Ford Is Now Down 4 Days in a Row. Is It Time to Switch to General Motors or Stellantis?

Shares of Ford (NYSE:F) are down 2% to $13 in Thursday midday trading, putting the stock on track for a fourth straight down day. The catalyst is a soft Q2 U.S. sales report, and the slide has investors asking whether the money would be better parked in a Detroit rival. Both General Motors (NYSE:GM) and ... Ford Is Now Down 4 Days in a Row. Is It Time to Switch to General Motors or Stellantis?

With Its First Mass-Market Vehicle Launching, Is Rivian Stock Ready To Turn The Corner?
Trefis40d agoneutral
With Its First Mass-Market Vehicle Launching, Is Rivian Stock Ready To Turn The Corner?

Rivian (RIVN) is a company at a pivot point. After years of producing its premium R1 electric truck and SUV, it has just begun production of the R2, its first vehicle designed for a mass market. For investors, this is the moment the story changes. The stock has gained 25% over the past year but still trades about 23% below its 52-week high, reflecting both the promise and the peril of this transition. The practical question is whether this operational turning point makes RIVN stock a smart buy r

GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy
24/7 Wall St.40d agobullish
GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy

General Motors (NYSE: GM) and Ford (NYSE: F) both reported Q1 2026 results in late April, and the earnings reports revealed two very different Detroit strategies. GM leaned on unified Ultium battery scale, a richer sales mix, and heavy share retirement. Ford leaned on hybrids, F-Series demand, and a fast-growing Ford Pro software business while ... GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy

Mixed US auto sales in Q2 amid high gas prices
AFP41d agoneutral
Mixed US auto sales in Q2 amid high gas prices

Automakers reported mixed second-quarter US sales Wednesday, illustrating continued demand for larger vehicles as well as strength in fuel-efficient models as high gasoline prices reverberated through showrooms.Toyota's sales were lifted by gains in hybrid vehicles, while Honda pointed to higher sales of models known for fuel efficiency such as the CRV compact SUV and its trademark sedans.