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Mercedes doubles down on EVs as U.S. rivals pull back
TheStreet69d 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. ...

AI Euphoria in Old World Auto Stocks Gets a Nod From Wall Street
Bloomberg69d 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

A Look At Ford Motor (F) Valuation After A Strong Year Of Shareholder Returns
Simply Wall St.70d agoneutral
A Look At Ford Motor (F) Valuation After A Strong Year Of Shareholder Returns

Recent performance snapshot Ford Motor (F) has been on investors’ radar after a recent stretch of strong price moves, with the stock up 36% over the past month and 26% in the past 3 months. See our latest analysis for Ford Motor. That sharp recent share price momentum, with a 35.94% 1 month share price return and 21.06% year to date share price return, sits alongside a 66.30% 1 year total shareholder return. This suggests sentiment has shifted meaningfully in a relatively short period. If...

UAW Strike Takes ‘Strategic’ Aim at Some of GM’s Most Profitable Vehicles
The Wall Street Journal71d 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.71d 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.com71d 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.

More Incentives Needed To Drive EV Demand, Mazda Executive Says
Benzinga72d 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’s $50,000 per EV Problem Is Finally Going Away
24/7 Wall St.72d 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
Benzinga72d 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.73d 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