Banking Industry - The European financial landscape is experiencing its most rapid consolidation in nearly two decades, highlighted by Nuveen's £9.9 billion takeover of Schroders, marking the end of the British firm's 222 years of independence [2] - Analysts at RBC Capital downgraded Schroders to Sector Perform from Outperform, raising the target price to 610p, indicating limited remaining upside as shares trade near the implied deal value [2] - EU banking M&A has surged to its highest level since the 2008 financial crisis, with February 2026 deal volume surpassing $60 billion [9] Automotive Industry - American automotive giants, including Ford and General Motors, are concerned about the rapid expansion of Chinese EV manufacturers like BYD and Geely, which are exploring joint ventures to produce cars domestically in the U.S. [4] - Ford CEO Jim Farley expressed mixed feelings about the efficiency of Chinese manufacturing, particularly after Xiaomi's EV success, warning that U.S. manufacturers must adopt similar techniques or face potential bankruptcies [5] Gold Market - The price of gold has reached unprecedented heights, recently exceeding $5,066 per ounce, driven by a "flight to safety" amid geopolitical instability [6] - The surge in gold prices has created challenges for the security industry, as the total value of bullion in vaults now exceeds the maximum limits of their insurance policies [7] Defense Industry - Germany is shifting its €108 billion defense budget towards high-tech autonomous systems and AI, responding to internal pressure to move away from traditional military investments [10] - The German government has approved a record €82.7 billion regular defense budget for 2026, with a focus on increasing funding for defense technology, including AI-powered drones [10] Legal and Regulatory Issues - The founders of Turkish delivery firm Getir have filed a $700 million lawsuit against Mubadala, alleging a breach of agreement during the restructuring of the company's assets [11] - The UK government is advancing plans to ban social media for teenagers under 16, aiming to address mental health concerns, which has drawn criticism from tech platforms [12]

Global EV Sales Overview - Global electric vehicle sales in January 2026 reached 1.2 million units, marking a 3% decrease year-over-year and a 44% drop from December 2025 [2] - The decline in sales is largely attributed to a significant downturn in the Chinese market, which is the largest EV market globally [1][4] Regional Performance - North America faced a challenging start to 2026, with EV sales dropping 33% year-over-year, marking the lowest monthly sales since early 2022 due to the expiration of federal EV tax credits [3][7] - In contrast, Europe demonstrated resilience with over 320,000 EVs sold in January, a 24% increase year-over-year despite a 33% decline from December [6] China's Market Dynamics - In China, EV sales fell 20% year-over-year and 55% from December, driven by new policies including a 5% purchase tax on EVs and changes to trade-in schemes [4] - The policy changes have contributed to a more market-driven environment for China's EV sector in 2026, following a challenging year for Tesla in 2025 [5] Emerging Markets - Outside major regions, EV sales nearly doubled in countries like South Korea, Brazil, and Thailand, indicating growth potential in these markets [6]

We recently published 13 Stocks Jim Cramer Talked About.  General Motors Company (NYSE:GM) is one of the stocks that Jim Cramer talked about. Car manufacturer General Motors Company (NYSE:GM)’s shares are up by 67% over the past year and are flat year-to-date. Cramer discussed the firm after European car manufacturer Stellantis announced a $26.5 billion electric vehicle writedown. He indicated his preference to change the narrative and remarked that General Motors Company (NYSE:GM) CEO Mary Barra had anti ...

关注 「电动车公社」 和我们一起重新思考汽车 随着新能源大潮袭来，全球汽车格局也发生了极大的变化。 中国车企乘势而起，正在跻身全球顶尖的行列；原本的全球巨头，却可能受制于战略转型，面临承压。 这一点，在各家财报上体现得尤为明显。前一年还赚得盆满钵满，下一年却可能因为种种原因"扭盈为亏"。 如此形势下，无论是传统巨头还是新势力，都必须根据自身情况和外部环境，随时调整计划，作出最适合自己的决策。 眼下，就让我们通过8家车企的财报表现，来回顾一下略显严峻 的市场情况吧。 需要注意的是， 由于港股、美股不同上市公司公布年度业绩的时间，主要集中在次年的 2-4 月份，而日本车企的财年计算方法稍有不同（从每年 4 月开始 是新财年） ，所以公社在这里总结的是截至到 2026 年 2 月 12 日，已公开的车企财报或业绩预告。 1 、 特斯拉：切换身份中 特斯拉 2025 年全年财报：营收 948.27 亿美元，同比下降 3% ， 出现史上首次下滑 ；净利 润 37.9 亿美元，同比下降 46%， 和前些年的如日中天不可 同日而语。 | FINANCIAL SUMMARY | | | | | | | | | --- | - ...

Turning around its business in China is important to General Motors and its investors, and there's a little good news in that area.If you only started following or investing in the automotive industry in the past few years, it's probably difficult to believe that General Motors (GM +1.28%) once sold more vehicles in China than it did in its core profit engine, the United States. Despite climbing the mountain and becoming a major player in China, GM has suffered large setbacks as China's domestic automakers ...

Market Overview - The S&P 500 decreased by 1.4% and the DOW by 1.1%, marking the worst week of 2026, with the tech-heavy NASDAQ down 2.3% due to policy chaos from the administration [1] - The market is experiencing volatility as the administration's tariff policies shift, impacting investor sentiment and market stability [1][11] Tariff Policy Changes - The Trump administration is considering rolling back steel and aluminum tariffs due to inflation concerns, which have moderated to 2.4% in January after a year of price fluctuations caused by these tariffs [2][3] - Shares of United States Steel Corp (X) fell by 3.4% and Alcoa (AA) by 2.8% in pre-market trading as renewed foreign competition becomes a possibility [2] Deregulation Efforts - The administration repealed the EPA's "Endangerment Finding," which was crucial for regulating greenhouse gases, benefiting the traditional energy sector but creating confusion for the auto industry [6][7] - Ford (F) and General Motors (GM) saw modest gains of 0.5% and 0.2% respectively, but the long-term implications of this deregulation remain uncertain as global markets move towards electric vehicles [6][8] Trade Deals and Global Relations - Recent trade announcements include a new framework with India, tariff reductions with Taiwan, and a deal with the U.K., but market reactions have been muted due to skepticism about the effectiveness of these frameworks [9][10] - The iShares MSCI Taiwan ETF saw a small increase of 0.9%, but concerns about a potential visit to China by the President may limit market optimism [10] Conclusion on Market Sentiment - The major indices are down, with the S&P 500 experiencing a 2.1% decline for the week, reflecting market uncertainty regarding the administration's policy changes [11] - Investors are left questioning the logic behind rolling back tariffs to combat inflation that the tariffs themselves helped create, highlighting the unpredictable nature of current market conditions [12]

2月11日，通用汽车发布声明表示，公司在全球采购中始终坚持公平、无歧视原则，不会因供应商 国别将其排除在外。 通用汽车强调，在供应商选择上，以综合成本、服务与技术能力、供货稳定性、产品质量及合规性 等核心商业因素为主要评判标准。 中国作为通用汽车全球战略的重要组成部分，公司将持续深化在华业务布局。通过与本土供应商长 期稳定合作，目前通用汽车在华供应链本土化率已超过 95%。 ...

GM Stock Can Move Higher After a Strong Year, Says Analyst. Plus, Cloudflare, Vertiv, and More. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# GM Stock Can Move Higher After a Strong Year, Says Analyst. Plus, Cloudflare, Vertiv, and More.S ...

格隆汇2月14日｜随着美国电动汽车热度消退，美国车企正面临巨额亏损。底特律三大车企——通用、 福特和斯特兰蒂斯——在第四季度销量下滑30%后，宣布了超过500亿美元的电动汽车相关资产减记。 销量下滑的原因是7500美元联邦税收抵免政策到期。 通用汽车持续缩减电动汽车产量，而福特则转向 在2027年前推出一款低成本电动皮卡。 斯特兰蒂斯出售了其电池业务股份，理由是对能源转型的节奏 判断失误。 美国联邦税收抵免削减、能效要求放宽，再加上需求疲软，迫使车企取消项目、裁员，并 重新转向燃油车。 ...

Valued at a market cap of $73 billion, General Motors is among the largest automobile companies in the world. The Detroit automaker recently announced a 20% dividend bump alongside a fresh $6 billion buyback program after beating Wall Street's fourth-quarter earnings forecasts. GM stock surged on the news and is now up close to 70% over the past 12 months. The iconic car maker has rewarded investors who stuck with the company through a year of aggressive restructuring and billion-dollar write-downs. It ...