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TSLA, F and BYDDY Forecast – Auto Makers Mixed in Premarket
FX Empire· 2025-03-28 12:35
Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, publications, and personal analysis intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].
Why Tesla is the big winner in Trump's auto tariffs
Business Insider· 2025-03-27 16:36
Group 1 - President Trump's new 25% tariffs on imported passenger vehicles have negatively impacted shares of Ford, GM, and Stellantis, while benefiting Tesla, whose stock rose by 4% [1] - The tariffs could cost the auto industry up to $82 billion and reduce earnings for Detroit's Big Three by as much as 60%, but Tesla's domestic production allows it to avoid these costs [2] - Tesla's Model Y SUV is expected to benefit significantly, as nearly 50% of its competitors may face increased input costs of $4,000 to $5,000 per vehicle due to the tariffs [3][4] Group 2 - The scope of the tariffs has expanded to include imports from all countries, affecting vehicles from South Korea and Italy, in addition to existing tariffs on non-US-produced vehicles [4] - Tesla is currently facing declining sales and scrutiny over CEO Elon Musk's involvement with the Trump Administration, despite Trump's support for the brand [5]
Why Elon Musk's Tesla has an advantage as Trump's 25% auto tariffs hit
New York Post· 2025-03-27 16:14
Elon Musk’s Tesla will get a major boost on key rivals in the auto sector after President Trump imposed 25% tariffs on all foreign-made cars and auto parts, according to financial analysts.Tesla manufactures all of the electric vehicles it sells in the US at plants in California and Texas – a key factor that should shield Musk’s pioneering company from the worst impacts of the tariffs.Meanwhile, competitors like GM and Ford – as well as international rivals like South Korea’s Hyundai and Germany’s Volkswage ...
Trump's auto tariffs shake global carmakers: analysts weigh impact
Proactiveinvestors NA· 2025-03-27 15:31
Core Viewpoint - The announcement of a 25% tariff on foreign-made automobiles by President Trump is expected to significantly impact both US and European automakers, aiming to reduce reliance on foreign imports and enhance domestic manufacturing [1] Group 1: Immediate Impact on Automakers - The tariffs are likely to create short-term frustration among investors due to the lack of clarity around the tariff structure, which may unsettle financial markets [2] - Analysts from Wedbush anticipate price increases of $5,000 to $10,000 per vehicle depending on the model if the tariffs remain unchanged [3] - UBS analysts acknowledge that the new tariffs will exert meaningful pressure on both US and foreign automakers, potentially leading to reduced production in Mexico and Canada [6][7] Group 2: Historical Context and Long-term Considerations - Experts draw parallels to the 1963 "chicken tax," suggesting that while tariffs can influence consumer behavior, their long-term effectiveness is questionable [5] - UBS analysts highlight potential long-term benefits, such as tax deductions on auto loans for US-made vehicles and relaxed emissions regulations, although these benefits may take time to materialize [6][7] Group 3: Macroeconomic Perspective - Wells Fargo analysts provide a more optimistic view on inflation, suggesting that a stronger US dollar and excess manufacturing capacity in key trading partners could mitigate some cost increases [9] - Their models indicate a potential 0.6 percentage point increase in the year-over-year rate of consumer price inflation due to the tariffs implemented thus far [9] Group 4: Industry Adjustment - The automotive industry is entering a critical period of adjustment, with supply chains and pricing structures in flux, and the full consequences of the tariffs will not be understood until more details emerge [10]
Why GM stock is getting hit the hardest by Trump auto tariffs
CNBC· 2025-03-27 14:56
Core Viewpoint - General Motors (GM) is facing significant challenges due to new tariffs imposed by the U.S. government, particularly affecting its operations and stock performance compared to competitors like Ford and Stellantis [2][3][7] Group 1: Tariff Impact - President Trump announced a 25% tariff on all cars not made in the U.S., which significantly impacts GM due to its high exposure to imports from Mexico [3][4] - GM's stock fell over 6%, underperforming compared to Ford and Stellantis, which saw declines of about 3% and 2% respectively [2][4] Group 2: Import Exposure - Mexico accounted for 16.2% of vehicle imports into the U.S. in 2024, the largest share of any country, which poses a risk for GM as it relies heavily on Mexican production [4][5] - Approximately 52% of GM vehicles sold in the U.S. were assembled domestically, while 30% were assembled in Canada and Mexico, and 18% were imported from other countries [5][6] Group 3: Competitive Position - Analysts suggest that Tesla and Ford are better shielded from the tariff impacts due to their assembly locations, while GM has the highest exposure to Mexico [4][6] - GM's reliance on Mexico and South Korea for production of small crossovers like Equinox and Blazer raises concerns about its vulnerability to tariffs [5][6] Group 4: Market Performance - GM's stock has decreased by 12% year-to-date, with a notable drop in late January due to investor concerns regarding tariff impacts not being addressed in earnings reports [7]
GM, Stellantis shares fall after Trump's auto tariff announcement
CNBC· 2025-03-27 12:38
Group 1 - President Trump announced a 25% tariff on all cars not made in the United States, effective April 2, impacting the auto industry significantly [2][4] - General Motors stock fell approximately 6% in early trading, while Stellantis decreased by over 1%, while Tesla saw a slight increase and Ford's shares remained stable [2][3] - Deutsche Bank analysts indicated that Tesla and Ford are relatively insulated from the tariffs due to their vehicle assembly locations, whereas GM has the highest exposure to Mexico [3] Group 2 - The tariffs will apply to imported passenger vehicles, light trucks, and essential automobile parts such as engines and transmissions [4]
Trump says Tesla CEO Elon Musk didn't advise on auto tariffs despite DOGE role
CNBC· 2025-03-26 23:31
U.S. President Donald Trump speaks to the media in the Oval Office at the White House in Washington, D.C., U.S., March 26, 2025.After President Donald Trump said on Wednesday he would impose 25% tariffs on "all cars that are not made in the United States," he said his key advisor, Tesla CEO Elon Musk, had not weighed in on the matter, "because he may have a conflict."He added that Musk had never "asked me for a favor in business whatsoever."Musk serves as a senior advisor to Trump, having earlier contribute ...
Trump announces 25% tariff on all imported cars
Sky News· 2025-03-26 22:00
Group 1 - The announcement of a new 25% tariff on all imported cars by the US President is set to take effect on April 2, referred to as "liberation day" [1][2] - The tariffs may lead to increased costs for American car manufacturers who source components globally, potentially resulting in lower sales [2][4] - Despite the optimism surrounding the tariffs, shares of General Motors fell by approximately 3%, while Stellantis saw a nearly 4% drop, indicating market concerns [3][4] Group 2 - The tariffs are part of a broader strategy by the US President to reshape global trade relations, including reciprocal taxes that match tariffs imposed by other nations [4] - Previous tariffs include a 20% tax on imports from China and 25% tariffs on Mexico and Canada, indicating a consistent approach to trade policy [5]
Nvidia And Tesla Stocks Slide 6% Apiece—Wiping Out $250 Billion
Forbes· 2025-03-26 18:18
ToplineShares of American artificial intelligence leaders Nvidia and Tesla tumbled Wednesday, shedding hundreds of billions of market value and leading a broader selloff across big technology stocks, which have struggled throughout 2025.Jensen Huang, left, and Elon Musk appear together last decade.Corbis via Getty Images Key FactsNvidia stock and Tesla stock each dove more than 6% by mid afternoon, contributing heavily to a more than 1% decline in the benchmark S&P 500 and more than 2% drop for the tech-con ...
Tesla Stock's 11% Surge Powers Broader Comeback—As Investors Bet Trump's Reciprocal Tariffs Won't Be So Bad
Forbes· 2025-03-24 19:41
Market Performance - The S&P 500 rose 1.7%, reaching its highest level since March 7, and is now up 4% from its six-month intraday low set on March 13, although it remains 6% below its all-time high recorded in February [1][2] - The Dow Jones Industrial Average increased by 1.4%, gaining over 570 points, while the Nasdaq jumped 2.2%, both hitting their highest levels in two weeks [2] Trade War Impact - The market rally was attributed to "easing trade war angst," with reports indicating that President Trump's upcoming reciprocal tariffs will be more focused than initially suggested [3] - Trump's comments about potentially granting "a lot of countries breaks" from the tariffs further fueled investor optimism [3] Technology Sector - The "magnificent seven" technology stocks, including Tesla, Alphabet, Amazon, Apple, Meta, Microsoft, and Nvidia, saw significant gains, with Tesla leading the surge at nearly 11% [4] - Despite the recent bounce, Tesla remains the S&P's second-biggest loser year-to-date, with the magnificent seven index down about 12% in 2025 [4] Market Capitalization - Tesla added approximately $80 billion in market capitalization on the day of the rally, which is roughly twice Ford's total valuation [5] Individual Wealth - Elon Musk's net worth increased by about $15 billion during Tesla's surge, bringing it to an estimated $349 billion, although it is still $115 billion below its peak in December [6] Cryptocurrency Market - Bitcoin prices rose to their highest level since March 7, trading above $88,000, marking a roughly 15% increase from its March low, indicating an improving risk appetite among investors [7]