Core Viewpoint - General Motors (GM) is increasingly dissatisfied with geopolitical disruptions affecting its operations and has requested thousands of suppliers to eliminate Chinese components from their supply chains [1][3]. Group 1: Supply Chain Strategy - GM executives have been instructing suppliers to seek alternative sources for raw materials and components outside of China, aiming for a complete supply chain shift by 2027 [3][4]. - The urgency of this initiative has intensified due to the escalation of the US-China trade war, which began affecting supplier directives as early as the end of 2024 [3][4]. - This move is part of a broader strategy to enhance supply chain resilience, with a preference for sourcing components from North American factories [4]. Group 2: Industry Context - The escalation of the US-China trade war in 2025 has prompted automotive companies to reassess their long-standing relationships with China, a key supplier of components and materials [4][5]. - Automotive manufacturers and suppliers have already begun shifting supply chains to avoid tariffs imposed during Trump's first term, with the situation becoming more complex as mutual tariffs were introduced in 2025 [5]. - The entrenched nature of China's component and raw material networks poses significant challenges for suppliers attempting to find alternatives, particularly in areas like lighting, electronics, and custom parts manufacturing [5].

Core Insights - Wall Street has experienced a significant rally in 2023, primarily driven by advancements in artificial intelligence (AI) technology, particularly generative and agentic AI, which have transformed the information technology sector globally [1] Group 1: Non-Tech Stocks with Growth Potential - Several non-tech companies have emerged as strong investment opportunities alongside tech giants, with a favorable Zacks Rank indicating potential for fruitful investments by 2026 [2] - The selected non-tech stocks include Southern Copper Corp. (SCCO), HCA Healthcare Inc. (HCA), General Motors Co. (GM), Morgan Stanley (MS), and Capital One Financial Corp. (COF), all holding a Zacks Rank 1 (Strong Buy) [2] Group 2: Southern Copper Corp. (SCCO) - Southern Copper has the largest copper reserves in the industry and operates in investment-grade countries like Mexico and Peru, positioning it for enhanced performance through low-cost production and growth investments [5][6] - The company has a capital investment program exceeding $15 billion for this decade, with approximately $10.3 billion allocated to Peru, the second-largest copper producer [6] - SCCO's expected revenue and earnings growth rates for the next year are 1.5% and 12.1%, respectively, with a 14.4% improvement in the Zacks Consensus Estimate for next year's earnings over the last 30 days [8] Group 3: HCA Healthcare Inc. (HCA) - HCA Healthcare's revenues have increased by 7.2% year over year in the first nine months of 2025, driven by growth in admissions and inpatient surgeries, with projected revenues of $75-$76.5 billion for 2025 [11] - The company has engaged in multiple buyouts to expand its network and increase patient volumes, alongside a significant share repurchase of $7.5 billion and dividend payments of $517 million in the same period [12] - HCA's expected revenue and earnings growth rates for the next year are 4.3% and 8.4%, respectively, with a 5% improvement in the Zacks Consensus Estimate for next year's earnings over the last 30 days [13] Group 4: General Motors Co. (GM) - General Motors holds a 17% market share as the top-selling U.S. automaker, with strong demand for its brands and a 10% year-over-year sales increase in China [14] - The company's software and services division has generated $2 billion in revenue year to date, supported by 11 million OnStar subscribers, and it maintains strong liquidity of $35.7 billion [15] - GM's expected revenue and earnings growth rates for the next year are -0.7% and 7.9%, respectively, with a 0.6% improvement in the Zacks Consensus Estimate for next year's earnings over the last seven days [16] Group 5: Morgan Stanley (MS) - Morgan Stanley's focus on wealth and asset management, along with strategic acquisitions like EquityZen, is expected to enhance its top line, with projected revenue and investment banking fee increases of 11.7% and 12.8% in 2025 [17] - Despite challenges in trading revenue growth due to market volatility, the company maintains a solid balance sheet with efficient capital distributions [18] - MS's expected revenue and earnings growth rates for the next year are 4.1% and 5.8%, respectively, with a 0.1% improvement in the Zacks Consensus Estimate for next year's earnings over the last seven days [18] Group 6: Capital One Financial Corp. (COF) - Capital One's third-quarter 2025 results benefited from higher revenues, particularly from the Discover Financial acquisition, reshaping the credit card landscape [19] - Strong consumer loan demand is anticipated to support COF's net interest income, with solid credit card and online banking operations contributing to revenue growth [20] - COF's expected revenue and earnings growth rates for the next year are 18% and 6.2%, respectively, with a 2.5% improvement in the Zacks Consensus Estimate for next year's earnings over the last 30 days [20]

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Core Points - Ecopetrol S.A. announced that its shareholders approved an amendment to its bylaws during an extraordinary General Shareholders' Meeting held on November 11, 2025 [1] - The meeting was convened in compliance with legal and statutory requirements, and the proposed agenda was approved [2][1] - Germán Ávila, Minister of Finance and Public Credit, was appointed as Chair of the Meeting [3][1] - The Elections and Voting Committee and the Committee for Review and Approval of the Minutes were both approved and appointed [4][5] - The amendment to the bylaws was approved and will be formalized and filed with the commercial registry in Colombia [6][1] Voting Results - The voting results for the agenda items showed overwhelming support, with the approval of the agenda receiving 99.9999% positive votes [7] - The appointment of the Chair received 99.9999% positive votes, while the Elections and Voting Committee and the Committee for Review and Approval of the Minutes received approximately 99.967% positive votes [7] - For the amendment to Ecopetrol's bylaws, the majority shareholder's proposal received 91.1434% positive votes, while the alternative proposal received 0.0329% [7] Company Overview - Ecopetrol is the largest company in Colombia and a major integrated energy company in the Americas, employing over 19,000 people [8] - The company is responsible for more than 60% of Colombia's hydrocarbon production and holds leading positions in petrochemicals and gas distribution [8] - Ecopetrol has expanded its operations internationally, with interests in the United States, Brazil, Chile, Peru, and Bolivia, including drilling and exploration operations and power transmission [8]

JHVEPhoto/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26) This is an abridged transcript. General Motors (GM) has directed thousands of its suppliers to remove components sourced fr ...

Group 1: General Motors (GM) - General Motors has directed thousands of its suppliers to remove components sourced from China, targeting a complete relocation away from China by 2027 [5] - The initiative began in late 2024 and is accelerating due to rising tensions between the U.S. and China, with GM preferring to source parts from North American factories but open to suppliers outside the U.S. as long as they exclude China [6] - The transition is challenging as many parts GM relies on, such as lighting, electronics, and battery materials, are still dominated by China [7] Group 2: Advanced Micro Devices (AMD) - AMD's CEO updated the total addressable market for AI data centers, projecting it to reach $1 trillion by 2030, up from a previous estimate of $500 billion [8] - The CEO emphasized that the pace of change in AI is unprecedented, with companies expressing a strong need to invest in AI infrastructure, indicating insatiable demand [9] - AMD's gross margins are expected to range between 55% and 58%, which is better than previously forecasted [10] Group 3: Alphabet (Google) - Google is facing a lawsuit accusing it of using its Gemini AI assistant to unlawfully track private communications of Gmail users and others [10] - The lawsuit claims that Google "secretly" activated Gemini for all applications in October, allowing it to collect private data without user consent [11] - Users can deactivate Gemini, but they must navigate through Google's privacy settings to do so, otherwise, Google can access the entire recorded history of users' private communications [12]

Core Viewpoint - General Motors is urging thousands of suppliers to find alternatives to materials and components sourced from China, aiming to completely shift its supply chain outside of China by 2027, with initial directives given as early as the end of 2024 [1][3]. Group 1: Supply Chain Strategy - General Motors has been executing risk mitigation strategies for supply chain stability since the pandemic, which is not specifically targeted at China or any particular region [1]. - The company has emphasized a "local sourcing, local production" principle, particularly in its joint ventures like SAIC-GM [1][4]. Group 2: Challenges in Supply Chain Transition - The transition away from Chinese suppliers is complicated and costly, as China has established a dominant position in certain automotive supply chain sectors, such as lighting, electronics, tools, and molds [3]. - Industry experts indicate that the deep-rooted nature of China's supply chain network, developed over two to three decades, makes it unrealistic for companies to find alternatives within a few years [4]. Group 3: Impact of Trade Policies - The U.S. government's tariffs and restrictions under the Trump administration have pressured automakers like General Motors to reduce reliance on Chinese components, prompting a shift in supply chain strategies [3].

Group 1 - General Motors announced leadership changes, with Steve Hill appointed as the Senior Vice President of Global Export and Retail Innovation starting December 1, and John Roth succeeding him as the President of General Motors China [1] - During his tenure as President of General Motors China, Steve Hill played a crucial role in the company's recovery in the Chinese market, leading to consecutive profitability over four quarters and a year-on-year increase in both sales and market share in Q3 2025 [2] - Hill's strategies included optimizing business operations, enhancing local team authority, and advancing the transition to electric vehicles, while also leveraging production capacity in China for global exports [2] Group 2 - John Roth, the incoming President of General Motors China, has a strong background in global markets, having led Cadillac to regain its reputation and achieve significant sales growth [3] - Roth's extensive experience at General Motors since 1991 includes various roles in sales and marketing, which positions him well to enhance General Motors China's importance in the global market [5] - Rory Harvey, Executive Vice President and Global Market President, emphasized Roth's leadership experience and successful business outcomes as key factors for driving sustainable growth in China [5]

Core Insights - General Motors announced leadership changes to support the recovery of its business in the Chinese market and to promote global export growth [1] Group 1: Leadership Changes - Effective December 1, Steve Hill will take on the newly established role of Senior Vice President of Global Export and Retail Innovation, leveraging GM's global manufacturing network and distribution channels to accelerate export growth [1] - John Roth, currently the Global Vice President of Cadillac, will succeed Steve Hill as Senior Vice President and President of GM China, having led Cadillac to become the fastest-growing luxury brand and the top-selling luxury electric vehicle brand [1][2] - Rory Harvey, GM's Executive Vice President and President of Global Markets, emphasized Hill's deep understanding of global operations and extensive experience in sales, marketing, and after-sales service as key factors for success in his new role [1] Group 2: Performance and Strategy - Under Hill's leadership, GM China achieved profitability for four consecutive quarters and was the only global automaker to gain market share this year [1] - Hill highlighted significant growth in the export business of GM's joint ventures, particularly with SAIC-GM-Wuling, contributing to GM's international market profitability and future growth potential [2] - Roth expressed his commitment to driving business transformation in China, recognizing it as one of the most dynamic and competitive markets globally [3]