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Tesla Defies Auto Industry Sales Slump, Goldman Raises Q2 Delivery Forecast
Investor's Business Daily57d agobearish
Tesla Defies Auto Industry Sales Slump, Goldman Raises Q2 Delivery Forecast

Goldman Sachs expects rising Tesla sales at a time when the broader auto industry is struggling. Goldman's forecast of 420,000 cars would be a 9.3% increase compared to Q2 2025, when Tesla delivered 384,122 vehicles. Sales growth of that level would buck current trends for both Tesla — which has had two years of declining sales — and the overall auto industry — with sales projected to slip 2.6% year over year for the quarter, according to Cox Automotive.

Investing.com57d agoneutral
Trump supports Canada’s Chinese EV import cap arrangement, Carney says

Investing.com -- President Donald Trump expressed approval of Canada's agreement with China that limits Chinese electric vehicle imports through a quota system with reduced tariffs, Canadian Prime Minister Mark Carney said Wednesday at the Group of Seven leaders summit in Evian, France.

Ford (F) Starts Contract Talks That Could Shape Canada Auto Labor Deals
Simply Wall St.57d agoneutral
Ford (F) Starts Contract Talks That Could Shape Canada Auto Labor Deals

Ford Motor and Canadian autoworker union Unifor have started what union leaders describe as the most consequential contract talks in a generation. The negotiations are expected to set terms that will influence future labor agreements at General Motors and Stellantis in Canada. Outcomes from these talks could affect Ford's North American operations, labor costs, and competitive position in the region. Ford Motor, ticker NYSE:F, enters these negotiations with its stock at $14.41 and a return...

GM unveils new Silverado amid growing pickup truck challenges
Yahoo Finance Video58d agoneutralVIDEO
GM unveils new Silverado amid growing pickup truck challenges

Yahoo Finance Senior Autos Reporter Pras Subramanian joins Josh Lipton on Market Domination to break down the new (GM) Chevrolet's redesigned Silverado and examine the mounting challenges facing the pickup truck market, from shifting consumer demand to affordability concerns and increased competition.

GM reveals new Silverado pickup as Ford F-150 sales falter
Yahoo Finance58d agoneutral
GM reveals new Silverado pickup as Ford F-150 sales falter

GM revealed its next-generation 2027 Chevrolet Silverado pickup, calling it the most powerful and advanced Silverado ever — and rolling it out just as crosstown rival Ford struggles to keep its bestselling F-150 on dealer lots.

Ford analyst identifies big benefits from its latest pivot
TheStreet58d agoneutral
Ford analyst identifies big benefits from its latest pivot

For the past three and a half years, Ford Motor has traded in a very narrow range, never going much above $15 per share and never too far below $10 per share. But the debut of Ford Energy last month changed all of that, sending the stock soaring 47% in May, peaking at $17.44 to close out the month. ...

EV target takes unexpected turn in one of the world's top markets
TheStreet58d agoneutral
EV target takes unexpected turn in one of the world's top markets

For over a decade, the U.S. has been playing catch-up with Europe when it comes to electric vehicle adoption. But low demand here in the states has original equipment manufacturers like Ford, GM and Stellantis reassessing their respective EV game plans. U.S. EV demand fell off a cliff in 2025 after ...

Car owners caught in government fight that could cost them big
TheStreet60d agoneutral
Car owners caught in government fight that could cost them big

President Donald Trump has come out in support of the REPAIR Act, a bill making its way through Congress that would ensure a car owner's right to repair and modify their vehicles without artificial barriers imposed by car manufacturers. According to some consumer advocacy groups, original equipment ...

Ford Aluminum Supply Restarts Support F-150 Output And Valuation Upside
Simply Wall St.60d agoneutral
Ford Aluminum Supply Restarts Support F-150 Output And Valuation Upside

Novelis has restarted operations at its Oswego, New York aluminum plant after extended outages caused by two fires last year. The facility is a critical supplier to Ford Motor (NYSE:F), particularly for aluminum used in F-Series trucks such as the F-150. Previous disruptions led to suspended production on several Ford models and an estimated loss of 100,000 trucks for 2025. With supply normalizing, Ford plans to accelerate output and aims to recover about half of the previously lost...

Higher Costs for Plastics Used Everywhere Are Becoming Next Inflation Headache
Bloomberg62d agoneutral
Higher Costs for Plastics Used Everywhere Are Becoming Next Inflation Headache

(Bloomberg) -- US plastic suppliers say they are running out of room to absorb high costs of raw materials, raising the prospect of price increases for consumer goods ranging from groceries to cars later this year.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Iran Deal Is Close After Scrapping New StrikesTrump Vows New Attacks on Iran, Threatens Key Energy TargetsUAE and Iran Meet Face-to-Fa

The Number That Complicates The Tesla Stock Story
Trefis63d agoneutral
The Number That Complicates The Tesla Stock Story

For any holder of Tesla (TSLA) stock, the long-term vision is captivating: a future of AI, robotics, and autonomous fleets. Management is backing this with a planned capital expenditure of over $25 billion for 2026. But while the company invests in a revolutionary tomorrow, one number from today’s financial reality deserves your full attention.

Tesla Is Worth More Than The Next 10 Car Companies Combined
24/7 Wall St.63d agoneutral
Tesla Is Worth More Than The Next 10 Car Companies Combined

Tesla (NASDAQ: TSLA) is not worth more than all the world’s car companies combined, although this is often raised in a “fake news” sort of way. A more accurate way to make the calculation is to note that the figure is close to 10x, or maybe slightly more, in aggregate. The numbers are still staggering. ... Tesla Is Worth More Than The Next 10 Car Companies Combined