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 ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty ImagesSeeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here's the latest in trending:More data: Markets will get a fresh, though slightly delayed, view of inflation for the first month of 2026 wit ...

In one of the single largest deregulatory actions in U.S. history, the Donald Trump administration officially terminated the 2009 “endangerment finding” on Thursday, effectively dismantling the legal foundation for federal climate regulations.The move immediately eliminates greenhouse gas (GHG) emission standards for cars and trucks, signaling a decisive end to the government-led push for a mandatory transition to electric vehicles (EVs).Blow To The ‘EV Mandate’The repeal of the landmark scientific finding— ...

It's time for the big three. We've got three stocks, three charts, three trades. Rick Dat will take us through the charts. Here to take us through the trades, Jason Brown, stock market expert at the brownreport.com and author of 5-year millionaire. Great to have you both with us. Jason would love your thoughts on this down day that we're starting with today and the action we've seen so far this week.>> Marley, I think the last few times I've been on, I said the S&P is due for a pullback. Um, we got a small ...

For quite a long time, General Motors Company ( GM ) has been dismissed as a Legacy business. Well, not anymore. At least, it's not the company that many of us knew of before. It has changed drastically. AndMy background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data driven models and fundamental research. My approach is center ...

要闻提示 NEWS REMIND 1.车圈鄙视链？ 小米车主遭特斯拉车主恶意别车、持续辱骂，「母亲吓得脸色发白」，小米发声 2.瞒不住了！曝字节拟年产10万颗自研 AI 芯片，与三星洽谈代工合作 3.或体面离场？曝魅族手机业务即将解散，前员工：不想捅破窗户纸 4.阿里将继续大投入淘宝闪购，三年内"不担心亏损" 5.1年净赚3782亿元！台积电发钱了：8万员工人均58万、449亿美元扩产 6.国产AI大模型杀疯了：不止DeepSeek，智谱GLM-5、Minimax 2.5双双发布 7.马斯克的xAI人事震荡：48小时内两位联合创始人相继离职 8.燧原科技科创板IPO已问询，拟募资60亿元 今日头条 HEADLINE NEWS 车圈鄙视链？ 小米车主遭特斯拉车主恶意别车、持续辱骂，「母亲吓得脸色发白」，小米发 声 2月11日，小米法务部转载车主维权博文表态支持维权，曝光了一起春节前的路怒事件：浙江宁波一位小 米车主送母亲前往奉化探亲时，在高架上因正常变道，遭到一辆黑色特斯拉司机恶意别车、持续辱骂，车 主冷静取证报警后，对方被依法处罚，还需补缴欠缴停车费并公开道歉。小米法务部提醒，无论在网络上 还是用车过程中，遇 ...

General Motors (GM) stock gained over 50% last year, outperforming the market by a wide margin. The stock has doubled over the last two years, which is well ahead of legacy automakers, including Detroit rivals Stellantis (STLA) and Ford (F). GM’s outperformance becomes all the more noteworthy as it comes amid all the noise over the slowdown in vehicle sales, tariff costs, electric vehicle (EV) losses, and struggles in China, which was once the company's largest market. www.barchart.com GM’s 2025 financia ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization, which provides a strong financial foundation [8][10] - It is trading at less than 7 times earnings, indicating a potentially undervalued position in the market compared to its peers [10][12] Market Trends - The company is strategically aligned with several market trends, including the onshoring boom driven by tariffs, a surge in U.S. LNG exports, and advancements in nuclear energy [14][6] - The influx of talent into the AI sector is expected to drive continuous innovation and growth, making investments in AI infrastructure increasingly attractive [12][11] Future Outlook - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act quickly [15][19] - The company is positioned to capitalize on the intersection of AI and energy, making it a compelling investment opportunity as the demand for AI continues to grow [3][11]

Supreme Court Justice Ketanji Brown Jackson poured cold water on hopes that courts could force President Donald Trump to refund his recently imposed tariffs, telling a CBS program on Tuesday that any legal challenge would face “lots of nuanced legal issues.”Jackson suggested the timeline for any ruling could stretch considerably given the constitutional complexity.Prediction market traders took notice immediately. Odds on Polymarket that Trump will be forced to refund tariffs have crashed to just 28%, down ...