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How The Narrative On General Motors (GM) Is Shifting With Mixed Analyst Targets And New Ventures
Simply Wall St.63d agoneutral
How The Narrative On General Motors (GM) Is Shifting With Mixed Analyst Targets And New Ventures

General Motors' fair value estimate has been adjusted slightly higher, moving from US$93.92 to about US$94.81 per share, putting a finer point on what some analysts think the stock could be worth. That shift sits against a backdrop of mixed Street commentary, with some firms lifting targets and others trimming them as they reassess how GM's core production and newer business lines might feed into earnings and cash flow. As you read on, you will see how to track these changing views and what...

GM to offer EV owners ability to sell power to US electricity grid
Reuters63d agobearish
GM to offer EV owners ability to sell power to US electricity grid

SAN FRANCISCO, June 9 (Reuters) - General Motors is releasing a software update that allows some ‌U. electric-vehicle owners to pipe power back to the electric grid, ‌another example of car companies pursuing business opportunities in the energy sector.

Bloomberg64d 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.66d 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.67d 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
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. ...