
Thursday's rotation rally handed automakers a one-day reprieve from months of pressure, but Friday morning that same trade ran straight into reverse, and the order in which Stellantis, GM, and Ford are falling tells the whole story.
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Thursday's rotation rally handed automakers a one-day reprieve from months of pressure, but Friday morning that same trade ran straight into reverse, and the order in which Stellantis, GM, and Ford are falling tells the whole story.
Barra expects $700 million of defense revenue this year at double-digit margins

General Motors has delivered its first components for Lockheed Martin interceptor missiles as the defense contractor boosts production to rebuild US stocks in the middle of the Iran war and to meet international demand, Lockheed said Thursday."This extraordinary 22‑day turnaround underscores Lockheed Martin's relentless focus on execution -- delivering for our troops faster, with greater capacity," said Tim Cahill, president of Lockheed Martin Missiles and Fire Control.

GM has started making Patriot missile parts for Lockheed Martin as the Pentagon seeks to restock its inventory.
GM and Lockheed Martin first said in June that they were engaged in 'collaboration discussions' about working together.

The Detroit automaker’s partnership with Lockheed Martin is a potential lift to America’s munitions supplies depleted by the conflicts in Ukraine and the Middle East.
GM currently sells one hybrid, the Corvette

The latest trading day saw General Motors (GM) settling at $85.14, representing a -2.32% change from its previous close.
Consumer stocks fell late Tuesday afternoon with the State Street Consumer Staples Select Sector SPD
Consumer stocks fell Tuesday afternoon with the State Street Consumer Staples Select Sector SPDR ETF

The letter takes aim at Ford’s licensing of Chinese battery technology and joint venture with Chinese auto maker Geely in Europe. “And the Company’s ongoing talks with BYD for hybrid vehicle components could lead to further embedding subsidized foreign technology into Ford’s core supply chains.” Ford posted a response online challenging how some of Duffy’s concerns were framed.

Today, Sept. 4, 2026, the electric vehicle maker's stock dropped 5.92% following its private Austin event, which left key autonomy questions unanswered.

The day after Volkswagen management, shareholders and unions agreed to cut a total 100,000 jobs over the coming years, automotive workers told AFP Friday they were feeling a mix of fury and disappointment.Management and unions agreed Thursday only to seek "alternative uses" for the plants.

F recalls nearly 149K Mustang vehicles over an electrical wiring defect that could cause loss of drive power or disrupt key functions.

On Sept. 2, 2026, the automaker's stock climbed despite an eighth straight monthly sales decline, as investors assessed pickup production strength.

The weak Chinese car market is too much for electric vehicle maker NIO to overcome. Following earnings, Citi analyst Jeff Chung cut his sales estimates and price target to $7.10 from $8.20. Declines left shares off 41% over the past 12 months.

On August 21, Reuters reported that the National Highway Traffic Safety Administration opened an engineering analysis covering 997,743 General Motors Company (NYSE:GM) pickups and SUVs equipped with the L87 V-8 engine. The probe spans model years 2021 through 2026 and includes the Cadillac Escalade, Chevrolet Silverado 1500, and GMC Yukon, some of GM’s most profitable […]

Tesla has lagged behind the S&P 500 Index over the past year, and analysts remain somewhat bullish about the stock’s growth prospects.

General Motors (NYSE:GM) faces a federal investigation into potential brake failure risks affecting over 1.1 million vehicles equipped with its eBoost brake-by-wire system. US safety regulators opened the probe to assess reports of braking performance issues and possible safety hazards for drivers. The review could lead to recalls, repairs, or other corrective actions depending on the investigation findings. Investors are monitoring potential regulatory, legal, and reputational impacts for...

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.
Nearly 1 million vehicles under review after 499 complaints

Federal auto-safety regulators are opening an investigation into nearly one million General Motors pickup trucks and sport-utility vehicles after receiving hundreds of reports of engine failures. The National Highway Traffic Safety Administration said Friday it was launching the probe into vehicles equipped with a particular GM V-8 engine that had already been the subject of an earlier recall. The regulator has received nearly 500 complaints alleging engine failure in vehicles that had already been serviced under recall, including nearly two dozen that required complete engine replacements.

National Highway Traffic Safety Administration said on Friday it has opened a probe into 997,743 General Motors pickup trucks and SUVs over concerns related to engine failure. The vehicles include the Cadillac Escalade, Chevrolet Silverado 1500 and GMC Yukon, among others, from model years 2021-2026 equipped with GM's L87 engines.

Ford and General Motors share nearly identical business models and faced the same market session Thursday, yet one dropped sharply while the other climbed. The reason behind their split reveals something important about how quickly product-report rallies can unravel.

DAN shares jump 10% as cost savings, stronger sales and higher 2026 forecasts outweigh a quarterly earnings miss and lower profit outlook.

Stellantis stock tumbled to a new low on Monday after it announced a recall of almost 1 million vehicles worldwide. The recall is a software issue in the radio systems of Jeep, Dodge and Chrysler brand cars. The glitch interferes with their rear view cameras, the company said, but will be fixed via an over-the-air software update.

Tesla's earnings just delivered a brutal profit shock, yet one of Wall Street's loudest voices is calling for 80% gains from here. The bull and bear cases could not be further apart, and the gap reveals everything about what this stock has become.
GPI misses Q2 estimates as lower vehicle volumes pressure sales and margins, while acquisitions reshape its dealership portfolio.
ADNT's Q3 earnings miss estimates despite a sales beat, as higher commodity and freight costs and Middle East disruptions pressure margins.
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