General Motors, the company whose president famously declared in 1953 that ‘what is good for the country is good for GM,’ is now prioritizing one of Wall Street’s favorite American traditions: stock buybacks. The Detroit automaker said Tuesday that its board authorized a $6 billion share repurchase program in addition to raising its quarterly dividend by 20% to 18 cents per share. Since November 2023, GM has bought back $23 billion worth of its own shares. Investors seemed to approve, sending shares climb ...

Transportation Secretary Sean Duffy has hailed President Donald Trump's policies for providing a major boost for affordability, as General Motors Co. (NYSE:GM) says it expects hundreds of millions in regulatory savings.Bringing Choice Back, Says Sean DuffyDuffy, in a post on the social media platform X on Tuesday, implied that the administration's efforts to bring car prices down were working. "President Trump and I are proud to bring CHOICE back to the American people!" Duffy said.He added that car prices ...

Group 1: Hong Kong Stock Market Performance - Most property stocks in Hong Kong rose, with China Jinmao (00817) up 7.95%, Greentown China (03900) up 5.79%, and China Overseas Macro Yang Group (00081) up 4.62%. Vanke Enterprises (02202) also saw a gain of 2.49% following significant progress in debt resolution, with the extension proposals for two medium-term notes totaling 5.7 billion yuan approved [1][1]. - Pop Mart (09992) increased by over 4.8%, reflecting confidence in its development as it recently repurchased shares for the first time since early 2024, which is expected to attract more investors [1][1]. - Nanshan Aluminum International (02610) rose over 4.7% after announcing plans to invest approximately 4.37 billion USD (about 30.56 billion yuan) in a new aluminum project in Indonesia [1][1]. Group 2: Notable Company Announcements - Alibaba Health (00241) rose over 3.3% after launching a new feature for its AI medical application "Hydrogen Ion" [2][2]. - GCL Global (GCL.US) increased by 9.91% ahead of its earnings call scheduled for January 30, 2026 [5][5]. - Ericsson (ERIC.US) continued its upward trend with a 4.03% increase after reporting a strong Q4 2025 financial performance, with adjusted EBITA rising 24% year-on-year [5][5]. Group 3: Market Trends and Price Adjustments - The gold market saw a significant rise, with spot gold prices surpassing 5200 USD, leading to a 7.38% increase in the shares of Wan Guo Gold Group (03939) [2][2]. - The semiconductor sector showed strong performance, with stocks like Naxin Micro (02676) up 10.62% and a price adjustment announcement from Zhongwei Semiconductor indicating a price increase of 15% to 50% due to supply-demand pressures [3][4]. - The storage sector also experienced a pre-market surge, with Micron Technology (MU.US) up 5.44% as price increases spread across the storage market [7][7].

Core Insights - General Motors (GM) and Invesco (IVZ) have exceeded Q4 earnings expectations, with GM's stock rising over 50% in the past year and IVZ also showing strong performance, although both are trading at discounts compared to the S&P 500 [1][2] General Motors (GM) - GM's Q4 adjusted EPS was $2.51, beating expectations of $2.20 by 14% and increasing over 30% from $1.92 a year ago [4] - Despite a net loss of $3.21 billion due to $7.2 billion in special charges related to unused EV manufacturing equipment, GM announced a $6 billion share repurchase plan and a 20% dividend increase, indicating confidence in long-term cash flow [3] - GM expects FY26 EPS to rise to $11-$13 from $10.60 in FY25, with adjusted EBIT projected at $13 billion-$15 billion and adjusted automotive free cash flow at $9 billion-$11 billion [11] - GM anticipates lower EV volume in 2026 but expects to improve EV losses by $1-$1.5 billion through production adjustments [12] - GM's valuation metrics show it trading at 0.4X forward sales and 6X forward earnings, with a PEG ratio under 1, indicating it is undervalued [14] Invesco (IVZ) - Invesco reported a Q4 adjusted EPS of $0.62, exceeding expectations of $0.57 by nearly 9% and increasing 19% from $0.52 in the same quarter last year [9] - The firm experienced net inflows of $19.1 billion, raising its assets under management (AUM) to a record $2.2 trillion, driven by index and fixed income services, as well as ETFs [8] - Invesco's strategic priorities for FY26 include expanding private markets through partnerships, simplifying its portfolio, and focusing on ETF growth [13] - Invesco's valuation metrics show it trading near 2X forward sales and 10X forward earnings, with a PEG ratio under 1, suggesting it is also undervalued [14] - Invesco's annual dividend yield stands at 2.93% [15]

Group 1: Impact on Health Insurers - The largest health insurers, including UnitedHealth and Humana, saw shares drop over 20%, while CVS Health (owner of Aetna) fell 14% due to proposed flat reimbursement rates for Medicare Advantage plans in 2027, significantly below Wall Street's expected increase of 4% to 6% [2] Group 2: Winners from Trump's Policies - General Motors reported better-than-expected profits, with shares rising 8.75%, benefiting from a more lenient stance on environmental regulations that allows for increased sales of gas-powered vehicles without needing to purchase electric vehicle credits [4] - Nucor, a North Carolina-based steel producer, experienced a 2.3% drop in shares following earnings but is up 42% over the past year, benefiting from the expansion of Section 232 tariffs that reduced U.S. finished steel imports [6]

Group 1: EU-India Free Trade Deal - The EU and India have finalized a free trade agreement after nearly two decades of negotiations, aimed at strengthening economic ties and countering U.S. trade policies under President Trump [1][2][3]. - European Commissioner President Ursula Vanderlayion referred to the agreement as "the mother of all deals," highlighting its significance [1]. Group 2: Market Reactions and Tariff Implications - The ongoing reliance on tariffs as a geopolitical tool by the U.S. suggests that trade policy volatility will continue to be a feature of the investment landscape [4][5]. - Markets are adjusting to the impact of tariffs, learning that they may not significantly affect growth or inflation as previously anticipated, partly due to strong U.S. profit margins [6][7]. - Recent tariff threats, such as the increase from 15% to 25% on South Korea, could have implications for sectors like automakers and pharmaceuticals, but markets have shown resilience [8][10]. Group 3: Earnings Reports and Investor Sentiment - Upcoming earnings reports from major U.S. companies, including Microsoft, Meta, Apple, and Tesla, are expected to be crucial for market direction, with a focus on earnings growth as a key driver for equity performance [11][12][14]. - There is a growing dispersion in the tech sector, with investors increasingly focusing on balance sheet strength, cash flows, and AI capital expenditures [12][13]. Group 4: Federal Reserve Outlook - The Federal Reserve's upcoming meeting is anticipated to focus on interest rate decisions, with no rate cuts expected in the near term, but potential for future cuts as inflation concerns ease [15][16][17]. - Discussions around productivity gains related to AI are expected to be a significant topic for the Fed, influencing future policy decisions [18][19]. Group 5: Airline Industry Insights - American Airlines reported a strong outlook for revenue growth, projecting a rise of 7% to 10% in the first quarter, despite challenges from recent storms [21][22]. - The airline industry is seeing a shift in consumer preferences towards premium services, with a focus on amenities and loyalty programs [26][27]. Group 6: Health Insurance Sector Challenges - UnitedHealth's recent performance reflects ongoing challenges in the managed care sector, with shrinking business segments and pressure from Medicare Advantage reimbursement rates expected to remain flat [40][56]. - The medical loss ratio (MLR) has been a significant concern, impacting profitability and investor sentiment in the health insurance industry [47][50]. Group 7: Boeing's Recovery and Future Prospects - Boeing reported a 57% increase in sales and generated cash for the second consecutive quarter, indicating a recovery in production and supply chain management [65][66]. - The company is working through challenges with its KC-46 tanker program, but overall, the outlook remains positive as production rates increase [70][77]. Group 8: Automotive Industry Dynamics - General Motors (GM) is positioned well in the U.S. auto market, benefiting from a strong demand for large SUVs and pickups, with a projected revenue increase [82][84]. - GM's strategy for electric vehicles (EVs) is evolving, with flexible production capabilities allowing for adjustments based on market demand [88][90].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR (State or other jurisdiction of incorporation or organization) 1240 Woodward Avenue, Detroit, Michigan 48265 (Address of principal executive offices) (Zip Code) (313) 667-1500 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period fro ...

General Motors on Tuesday announced a multibillion-dollar charge related to the realignment of its electric vehicle (EV) strategy following the release of its 2025 financial results and its guidance for 2026. GM reported that its net income attributable to stockholders was $2.7 billion with an EBIT-adjusted $12.7 billion.The Detroit automaker's fourth-quarter net income was lowered by over $7.2 billion in special charges that GM attributed primarily to changes in its EV capacity and investments as it adjust ...

General Motors Co (NYSE:GM) stock is surging to record highs, last seen up 9.1% at $86.66, after the company's better-than-expected fourth-quarter earnings of $2.51 per share, though revenue of $45.29 billion came in slightly below estimates. The auto name also announced a 20% dividend increase, a $6 billion share repurchase program, and strong 2026 earnings guidance. GM has been rallying on the charts since its early-April lows, now up 57.8% year-over-year. The shares are pivoting higher after consolidatin ...

General Motor shares are trading at a record. That's after the company says it's expecting another year of strong financial performance. This comes as the automaker sees higher demand for SUVs and trucks and pulls back on its electric vehicle plans.Here's what the CFO told our Pramanian earlier. >> If you think about where we've been for the last few years, we were tooling up and scaling up to produce a million EVs a year because that's what the uh government was requiring under the prior administration. So ...