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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Ford Should Stop Selling EVs
24/7 Wall St.29d agobearish
Ford Should Stop Selling EVs

Two bombshell reports from the Times and the Wall Street Journal suggest the American auto industry is running out of time, yet the real threat to Ford may not be Chinese EVs at all.

General Motors (GM) Missed The Hybrid Shift As Toyota Closes In
Simply Wall St.29d agobearish
General Motors (GM) Missed The Hybrid Shift As Toyota Closes In

General Motors (NYSE:GM) is losing U.S. market share in the growing hybrid vehicle segment due to limited fuel-efficient offerings. Toyota is on track to overtake GM as the top-selling U.S. automaker by year-end, marking a potential shift in industry leadership. GM now plans to reintroduce plug-in hybrids in North America by 2027 after previously stepping away from this market. General Motors sits at the center of a major reshuffle in the U.S. auto industry as hybrid vehicle sales gain...

CEO Says Volkswagen May Double Layoffs to 100,000 Amid Sagging Profit
The Daily Upside30d agobearish
CEO Says Volkswagen May Double Layoffs to 100,000 Amid Sagging Profit

VfL Wolfsburg, the German soccer team that operates as a wholly owned subsidiary of carmaker Volkswagen, was relegated from the Bundesliga in May for the first time since being promoted to the country’s top-flight competition in 1997. On Monday, CEO Oliver Blume told staff that struggling VW could double existing plans to axe 50,000 jobs. The resulting 100,000 cuts would make for one of the most extraordinary downsizings in corporate history, underscoring the dire nature of the once-mighty carmaker’s quandary. Sign up for The Daily Upside at no cost for premium analysis on all your favorite stocks.

Tesla Stock Isn’t Cheap Anymore. Buy, Sell or Hold?
24/7 Wall St.31d agoneutral
Tesla Stock Isn’t Cheap Anymore. Buy, Sell or Hold?

Tesla just posted its strongest earnings inflection in years, yet the stock sits at a valuation that prices in a future most investors have never seen before. The real question is whether that future arrives on schedule or falls apart in Q2.

American drivers just sent Detroit a clear message
TheStreet31d agoneutral
American drivers just sent Detroit a clear message

Markets rarely speak in press releases. They speak in the quiet, unglamorous act of a person signing for a car and driving it home. Detroit spent the better part of a decade listening to a different signal. Executives read the headlines, the climate targets, and the government incentives, and they ...

China is becoming the auto industry's innovation lab
TheStreet33d agoneutral
China is becoming the auto industry's innovation lab

For decades, China has primarily been relied upon by global automakers as a manufacturing base and thriving sales market. Now, that relationship is changing rapidly, as some of the world’s largest automakers shift vehicle research and development to the East Asian nation. Volkswagen (VLKAF), Audi, ...

General Motors (GM) Stock Looks Undervalued On Cash Flow Yet Overvalued On Earnings
Simply Wall St.33d agoneutral
General Motors (GM) Stock Looks Undervalued On Cash Flow Yet Overvalued On Earnings

General Motors stock has doubled over the past three years, yet the valuation signals are pulling in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a sizeable discount while earnings based multiples suggest the shares screen as expensive. General Motors has returned 100.7% over three years, which puts extra attention on whether today’s price still leaves a margin of safety for new capital. Growth expectations around GM’s push into Ultium...