Key Takeaways GM has made buybacks central to capital allocation, retiring over 465 million shares since late 2023.GM generated $10.6B in 2025 automotive free cash flow, up from a $3B average five years ago.General Motors raised its quarterly dividend 20% and approved a new $6B buyback authorization.U.S. legacy automaker General Motors (GM) has been generating strong free cash flow. In recent years, the company has become more focused on returning that cash to shareholders. Buybacks and dividends are now a ...

VANCOUVER, British Columbia, Feb. 05, 2026 (GLOBE NEWSWIRE) -- General Fusion Inc. (“General Fusion” or the “Company”), a leader in the global race to make commercial fusion energy a reality, announced that Wendy Kei has joined General Fusion as a strategic advisor to support the Company with public company readiness, advisory support to the audit committee, and oversight of financial reporting. Kei brings more than three decades of distinguished public company financial and governance experience across a w ...

Coffee, cars, silver, and more.In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:Starbucks earnings.GM earnings.GM's autonomy plans.Will silver's run continue?To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.A full transcript is below.This podcast was recorded on Jan. 28, 2026.Travis Hoium: Earning season has begun, and Starbucks is back. Motley F ...

Core Viewpoint - The AI sector remains promising, with significant growth potential and opportunities for investment despite recent volatility in stock prices [7][40][67]. Market Overview - The AI stocks experienced a sell-off similar to previous market declines, with the S&P 500 dropping approximately 15% during a recent period [8]. - The current market is characterized by confusion, with geopolitical events influencing investor behavior and leading to volatility in both tech and safe haven sectors [17][22]. AI Sector Insights - The global AI market is projected to grow from $539 billion in 2026 to over $3 trillion by 2033, driven by investments from major tech companies and increasing demand for data centers [40][42]. - Adoption of AI technologies is expanding across various sectors, including healthcare and manufacturing, indicating a long-term trend rather than a temporary phase [15][20]. Stock Recommendations - The top 10 AI stocks recommended show an average revenue growth rate of 38% and an EPS growth rate of 99%, significantly outperforming the S&P 500 and the Magnificent Seven stocks [66][67]. - Specific stocks highlighted include: - **Lumentum Holdings (LITE)**: Up 402% in the last year, with a long-term growth rate of 61% [70]. - **Micron Technology (MU)**: Up 387% in the last year, with a long-term growth rate of 51% [72]. - **Ciena (CIEN)**: Up 215% in the last year, with a long-term EPS growth CAGR of 44% [74]. - **General Motors (GM)**: Up 76% in the last year, utilizing AI for enhanced vehicle connectivity [79]. - **Taiwan Semiconductor Manufacturing (TSM)**: Up 71% in the last year, with strong growth metrics [80]. - **Credo Technology (CRDO)**: Despite recent declines, it has strong growth potential with a forward EPS growth rate of 248% [97]. - **AppLovin (APP)**: Up almost 1000% within Alpha Picks, with a long-term growth rate of 48% [98]. - **Globus Medical (GMED)**: In the healthcare sector, showing strong growth metrics [100]. Investment Strategy - The strategy emphasizes buying on dips, particularly for stocks with strong fundamentals that have recently experienced price declines [35][106]. - The quant model used for stock selection focuses on multiple factors, including growth, value, and profitability, ensuring a diversified approach to investment [51][60].

PresentationKristin Dziczek Well, thank you so much for coming back and staying with us. This you won't want to miss. So it's my pleasure to introduce our next session, managing transformation in a dynamic environment. [Operator Instructions] I'd first like to introduce our moderator, Mike Colias. Mike is the U.S. Auto Editor for Reuters. He's long covered the auto industry and for the Wall Street Journal and Automotive News, and he's the author of a 2025 book, Inevitable: Inside the Messy, Unstoppable Tran ...

General Motors Company (NYSE: GM) Conference Summary Company Overview - **Company**: General Motors Company (GM) - **Date of Conference**: February 04, 2026 - **Key Speaker**: Paul Jacobson, CFO of GM Core Industry Insights - **Transformation in the Auto Industry**: The auto industry is undergoing significant transformation, particularly in the shift towards electric vehicles (EVs) and adapting to a dynamic regulatory environment [2][4][15] - **Impact of Tariffs**: GM has faced over $3 billion in tariffs last year and expects $3-$4 billion in tariffs this year, which has influenced financial guidance and operational strategies [5][6] - **Market Share Gains**: GM has achieved substantial market share gains in lower-priced vehicles, selling over 700,000 vehicles priced under $30,000, indicating a successful strategy across different market segments [9][10] Financial Performance - **Earnings and Margins**: GM restored its North American margins to 8%-10% ahead of expectations, demonstrating resilience and effective management despite external challenges [6][12] - **Free Cash Flow**: GM has increased its free cash flow from approximately $3 billion to a consistent $10 billion over the past 4-5 years, providing a financial cushion to absorb shocks [12][13] - **Balance Sheet Strength**: The company boasts a strong balance sheet with minimal pension liabilities and an investment-grade credit rating, positioning it well for future investments [13] Electric Vehicle Strategy - **Investment in EVs**: GM announced a $7 billion charge related to EV investments, indicating a commitment to infrastructure capable of producing 1 million EVs annually [16][18] - **Regulatory Environment**: Changes in the regulatory landscape are expected to align better with consumer demand, potentially leading to more stable EV adoption rates [17][15] - **Onshoring Investments**: GM plans to invest $5 billion in onshoring initiatives, aiming to produce nearly 2 million vehicles in the U.S. by 2027, which will help mitigate tariff impacts [18][24] Supply Chain Management - **Resiliency Focus**: GM has prioritized supply chain resiliency, particularly in light of past challenges such as the chip shortage and rare earth material dependencies [41][45] - **Supplier Relationships**: The company emphasizes healthy collaboration with suppliers to ensure stability and profitability across the supply chain [26][27] Future Outlook - **Software and Services Growth**: GM is focusing on expanding its software and services revenue, targeting $7.5 billion in deferred revenue, and enhancing customer interactions through technology [20][62] - **Market Positioning**: GM aims to maintain competitiveness in a changing market landscape, particularly against emerging Chinese brands and evolving consumer preferences [72][74] - **Long-term EV Commitment**: Despite current challenges, GM remains committed to the EV market, viewing it as a long-term growth opportunity, while also ensuring profitability through cost management and technological advancements [55][56] Additional Considerations - **Hybrid Vehicles**: GM is exploring opportunities in hybrid vehicles, leveraging existing expertise while ensuring a measured approach to market entry [58][59] - **AI Integration**: The use of AI in vehicle development and production processes is growing, enhancing efficiency and decision-making capabilities within the company [75][76] This summary encapsulates the key points discussed during the conference, highlighting GM's strategic direction, financial health, and industry positioning amidst ongoing transformations in the automotive sector.

近日，通用汽车发布的2025年全年财报显示，集团总营收1850.19亿美元，同比下滑1.3%；归属于股东的净利润26.97亿美元，较2024年的60亿美元大 幅收窄55.1%。 电动化转型缓慢是上汽通用的核心短板。2025年上汽通用新能源销量仅8.88万辆，渗透率15.8%，远低于国内汽车行业约50%的平均渗透率。为应对 市场竞争，公司推出"一口价"战略。 财务数据显示，集团调整后息税前利润127.47亿美元，与净利润27.80亿美元相差近四倍，其表示核心原因是大额一次性特殊费用计提：电动车战略重 组费用79亿美元、中国市场业务重组8.4亿美元、法律事项6.6亿美元、Cruise自动驾驶项目重组2.2亿美元及其他费用2亿美元。 财报显示，第四季度成为通用汽车全年业绩拖累项，2025年第四季度通用汽车归属于股东的净亏损33.1亿美元，同比扩大11.8%，主要受电动汽车产 能调整及美国政策变化影响——其中对电动车业务的减值计提达59.92亿美元，占当季特殊费用的83.2%。 满新 摄 公司同步宣布股东回报方案：季度普通股股息从每股0.15美元上调至0.18美元，增幅20%，将于2026年3月19日支付；董事会批准 ...

据媒体4日报道，美国两党参议员计划于周三提出立法，拟将美国进出口银行的贷款上限提高700亿美元至2050亿美元，并将其授权延长十年，是 为通过扩大融资规模，全力支持美国总统唐纳德·特朗普在关键矿产领域的战略议程。 该提案由共和党参议员Kevin Cramer与民主党参议员Mark Warner共同发起，正值特朗普政府加速推进供应链重组之际。Kevin Cramer向媒体透 露，特朗普对该机构的资助持"全情投入"态度，并充分认可该机构在商业层面的价值。这一立法努力与白宫本周启动的"Project Vault"计划紧密呼 应，后者旨在利用进出口银行的融资建立关键矿产的商业库存。 受此政策利好推动，市场对相关行业的预期迅速升温，预计政府资本的注入将直接提振国内矿产供应链。在消息公布后的盘前交易中，美国稀土 相关概念股普遍上涨，其中美国稀土上涨17.46%，但盘前涨幅收窄；美国锑业上涨5.3%，Critical Metals与MP Materials也分别录得显著涨幅。 供应链安全与贸易平衡 根据拟议的立法内容，立法者寻求将进出口银行的贷款上限从目前的1350亿美元大幅提升至2050亿美元。Kevin Cramer指 ...

周一（2月2日）美股盘前，稀土概念明显走强。 截至发稿，NioCorp Developments盘前涨近9%，Critical Metals涨超7%，TMC the metals、 American Resources、United States Antimony涨逾6%，USA Rare Earth涨近6%、MP Materials涨近 5%。 | 代码 | 名称 | 盘前治失幅\ | | --- | --- | --- | | NB | NioCorp Developments | 8.98% | | CRML | Critical Metals | 7.52% | | TMC | TMC the metals | 6.50% | | AREC | American Resources | 6.01% | | UAMY | United States Antimony | 6.00% | | USAR | USA Rare Earth | 5.71% | | MP | MP Materials | 4.88% | | PPTA | Perpetua Resources | 4.13% | | UUUU | ...

General Motors (GM) has spent the past several quarters reshaping the business: trimming EV ambitions, cutting costs, and leaning on strong pickup and SUV demand to shore up cash flow and margins as it pivots into 2026. After a solid fourth-quarter showing and updated 2026 guidance, the board approved a 20% dividend bump and authorized a $6 billion buyback alongside the results. For income-focused investors, that dividend move reads well on the surface, but the bigger question for buy-or-sit-out decision ...