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The Big 3: DAL, GM, UBER
Youtube· 2026-02-12 18:00
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 ...
Why I'm Putting The Pedal To The Metal On General Motors
Seeking Alpha· 2026-02-12 12:30
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 ...
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;曝字节拟年产10万颗自研AI芯片;曝魅族手机业务即将解散
雷峰网· 2026-02-12 00:35
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 ...
DZ Bank is Bullish on General Motors Company (GM)
Insider Monkey· 2026-02-11 19:40
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]
Odds Trump Is Forced To Refund Tariffs Drop Sharply As Supreme Court Justice Warns Of Legal Complexity - Apple (NASDAQ:AAPL), Best Buy Co (NYSE:BBY)
Benzinga· 2026-02-11 18:45
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 ...
【快讯】每日快讯(2026年2月11日)
乘联分会· 2026-02-11 08:30
Domestic News - Shanghai has opened over 5200 kilometers of autonomous driving testing roads, aiming to expand the application space for intelligent connected vehicles and create a multi-level application scenario layout by 2025 [4] - The Ministry of Industry and Information Technology has released a directory revealing the range information of several new energy vehicles, with high-end models approaching a pure electric range of 1000 kilometers, such as the Tengshi Z9 with a maximum range of 1068 kilometers [5][6] - AITO brand has signed a cooperation agreement with Abu Dhabi Motors' subsidiary, Performance Plus Motors, to officially enter the UAE market for sales and after-sales operations [7] - General Motors announced that its localization rate in the Chinese supply chain has exceeded 95%, emphasizing its commitment to strengthening its business in China [8][9] - The China Automotive Technology and Research Center and Changan Automobile Group have established a parts technology company in Chongqing with a registered capital of 100 million yuan [10] - FAW has successfully installed a high-energy density lithium manganese solid-liquid battery, achieving a range of over 1000 kilometers [11] - Guoxuan High-Tech will collaborate with BASF to develop next-generation solid-state battery technology [12] - Loobo and Uber plan to launch fully autonomous taxi services in Dubai in the first quarter of 2026, marking the city's first such service [13] International News - India's automotive export value reached $12.15 billion in FY25, a 10.7% increase from the previous fiscal year, driven by record exports of passenger and two-wheeler vehicles [14] - South Korea's January imports of passenger cars increased by 38% year-on-year, with local car manufacturers also seeing a 10% increase in sales [15] - Waymo has launched fully autonomous taxi services in Nashville, Tennessee, and plans to collaborate with Lyft for expanded service [16] - Audi is accelerating the digitalization of its factories and expanding AI applications, with about 100 use cases under development [17] Commercial Vehicles - FAW Liberation has signed a strategic agreement with a Saudi dealer, marking a significant breakthrough in the Middle East market [18] - The first government-publicly procured unmanned logistics vehicle project has been implemented in Hanzhong, Shaanxi Province [19] - The U.S. International Trade Commission has made a preliminary ruling on anti-dumping and countervailing duties regarding van-type trailers and their components from Mexico, Canada, and China [20] - Beijing Automotive Group, Tongxingbao, and Huochezhijia have signed a strategic cooperation agreement to promote the large-scale implementation of pre-installed ETC systems in commercial vehicles [21][22]
凯迪拉克被拖走!“租指标”买车,后果很严重
Xin Jing Bao· 2026-02-11 05:52
第三人王永未作陈述。 法院经审理认为,《北京市小客车数量调控暂行规定》第二条规定,本市实施小客车数量调控措施;第 七条规定,指标有效期为12个月,不得转让。 根据上述规定,涉案机动车车辆登记于王永名下,王永为该车辆的权利人。张成主张其全款购买涉案车 辆并实际占有,车辆未登记于其名下系因张成没有北京市小客车购车指标,故租赁王永的购车指标购买 涉案车辆,其为涉案车辆的所有权人。张成虽与王永签订了小客车指标租赁协议,但该协议因违反法律 法规的强制性规定而无效。涉案车辆未登记于张成名下,不得对抗作为债权人的善意第三人谢正。张成 于执行异议诉讼程序中要求确认涉案车辆为其所有并要求停止对车辆的执行行为,缺乏事实及法律依 据。法院最终驳回原告的全部诉讼请求。 新京报讯(记者张静姝通讯员李文凤)张成(化名)租赁他人指标用于购买车辆,并登记于指标人名下。后 指标人因无法偿还他人债务,名下财产被强制执行,该车辆被查封,在执行过程中,张成提起案外人执 行异议之诉,将申请执行人诉至法院,要求确认涉案车辆为其所有,停止对涉案车辆的执行。北京市海 淀区法院日前审理此案,判决驳回张成的诉请。 张成诉称,其全款购买凯迪拉克轿车一辆,现场与王 ...
通用汽车:公司在中国供应链的 本土化率已超过95%
Mei Ri Jing Ji Xin Wen· 2026-02-11 03:04
通用汽车官微2月11日声明称,公司始终秉持公平、无歧视原则,不因供应商的国别而将其排除在考虑 范围之外。通用汽车一直将中国视为全球商业战略的重要组成部分,并拟持续加强在华业务。通过与本 地供应商的长期紧密合作,在中国供应链的本土化率已超过95%。 0:00 ...
Why GM’s supply-chain chief sees suppressed dissent as a business risk
Yahoo Finance· 2026-02-10 20:49
Shilpan Amin sits at the operational core of General Motors. As the global chief procurement and supply-chain officer, his remit cuts across engineering, manufacturing, finance, and the company’s vast supplier network. At GM’s scale, procurement is not simply about buying parts. It determines how capital is deployed, how risk is priced and absorbed, how quickly vehicles move from design to launch, and how the company navigates geopolitical shocks while protecting long-term margins. In an industry reshap ...
通用汽车挖角Lucid高管,任命为副首席财务官兼战略主管
Ge Long Hui A P P· 2026-02-10 06:35
Core Insights - General Motors has appointed Claudia Gast as the new Vice President of Finance, Strategy, Corporate Development, and Technology Partnerships [1] - Gast previously held the position of Senior Vice President of Strategy and Business Development at electric vehicle startup Lucid Motors [1] - The automotive industry is increasingly hiring executives from electric vehicle startups and technology companies to navigate significant technological transformations, including electrification, autonomous driving, and software-centric vehicles [1]