General Motors Company (GM)

Ford Credit, which generates 15-20% of Ford's profits despite only 5% of revenue, faces a significant threat from off-lease EVs losing substantial residual value. Experian estimates off-lease EV volume will peak in 2028 with 800,000 vehicles, with resale values expected to be $10,000 less than projected, creating an $8 billion industrywide loss. While Tesla and GM have higher EV lease volumes, Ford's exposure is smaller, and the situation is less dire than 2008, but investors should monitor this through 2028.

The Motley Fool•Daniel Miller

Apr 3

General Motors announced a $150 million investment in its Saginaw Metal Casting Operations to support next-generation V-8 engine production starting in 2027. The company reported strong Q1 2026 results with U.S. sales up 17%, driven by robust demand for trucks, SUVs, and EVs, with EV sales jumping 94%. The stock trades near its 20-day moving average with mixed technical signals, while analysts maintain a Buy rating with an average price target of $92.35.

Benzinga•Lekha Gupta

Apr 2

U.S. stock futures declined sharply on Thursday as President Trump escalated military tensions with Iran, threatening strikes on Iranian infrastructure for another two to three weeks. The S&P 500, Dow, and Nasdaq 100 all fell in premarket trading, with crude oil rising 6.74% amid geopolitical uncertainty. Key stocks including Micron Technology, General Motors, and IBM experienced mixed performance, while analyst Scott Wren maintains a cautiously optimistic 2026 outlook despite current market volatility.

Benzinga•Rishabh Mishra

Apr 2

The global EV battery market is expected to grow from $91.93 billion in 2024 to $251.33 billion by 2035 at a 9.6% CAGR, driven by cylindrical battery adoption, anode material innovations, and major infrastructure investments. North America is positioned for significant growth with substantial partnerships and government incentives supporting EV battery production.

GlobeNewswire Inc.•Marketsandmarkets

Apr 1

Tesla rose 4.52% on March 31 as part of a broader market rally, with investors optimistic about AI, robotics, and autonomous driving prospects. However, the stock faces scrutiny ahead of its April 2nd Q1 delivery report, which is expected to show sequential decline to 365,000-366,000 units, highlighting the gap between sentiment and weakening near-term vehicle demand.

The Motley Fool•Eric Trie

Mar 31

REalloys is building the only non-Chinese supply chain for rare earth magnets, critical components in defense systems, medical devices, and consumer electronics. With a January 2027 Pentagon deadline requiring defense contractors to eliminate Chinese-sourced rare earths and global demand expected to triple by 2035, REalloys' exclusive offtake agreement and Ohio processing facility position it as a key player in a $20-30 billion market. The company's Saskatchewan facility is expected to reach full production in 2027, with Phase 2 expansion targeting 20,000 tonnes annually of heavy rare earth permanent magnets.

Benzinga•Charles Kennedy

Mar 31

Altia announced its latest Design 13.5 platform, expanding beyond automotive to support embedded UI development across medical devices, consumer electronics, and industrial vehicles. The new toolchain features enhanced visual rendering, modular architecture, and improved team collaboration workflows, enabling faster development from concept to production while maintaining efficiency on limited hardware.

GlobeNewswire Inc.•Unknown

Mar 30

Altia announced the release of Altia Design 13.5, expanding its embedded UI development platform beyond automotive to medical devices, consumer electronics, and industrial markets. The new version features advanced visual capabilities including physically based rendering, modular architecture for scalable interfaces, and improved workflows for faster development cycles.

GlobeNewswire Inc.•Jason Williamson

Mar 30

Gene Munster of Deepwater Asset Management views Tesla's Q1 delivery report as a critical indicator of EV demand post-tax credit expiration. With legacy automakers like Ford, GM, and Toyota scaling back EV investments, Tesla faces limited U.S. competition, particularly with BYD absent from the market. Wall Street expects ~466,000 deliveries with 8% growth, while Tesla's focus on high-volume models and autonomy positions it for market share gains.

Benzinga•Ananya Gairola

Mar 28

Ford is implementing a radical production change using 'unicasting' technology to replace hundreds of smaller components with large aluminum castings, aiming to reduce costs and compete with Chinese automakers. While the manufacturing benefits are clear, concerns exist about potential unintended consequences, particularly regarding vehicle repair costs. Early research suggests vehicles with large castings can be less expensive to fix if designed with repairability in mind, which Ford has prioritized. This production evolution is critical for Ford's long-term competitiveness against rising Chinese auto industry threats.

The Motley Fool•Daniel Miller

Mar 28