Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.I’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earnings, tech disruption, policy shi ...

In this articleSTLA2026 Jeep CherokeeMichael Wayland / CNBCLOS ANGELES – Stellantis is counting on the return of the Jeep Cherokee to help lead a U.S. turnaround for the SUV brand and embattled automaker. The Cherokee returns after a three-year hiatus, rejoining the compact and midsize vehicle markets, which represent the largest segments in the U.S. It also marks Jeep's first traditional hybrid model and its most fuel-efficient, gas-powered vehicle ever in the U.S."This is a critical vehicle for us," Richa ...

Core Viewpoint - Tesla is not retreating from the electric vehicle (EV) market but is instead leading it, maintaining its long-held aspirations despite challenges faced by other automakers [1][5]. Investment and Strategy - Tesla has committed to a significant $20 billion capital spending program, which includes investments in a lithium refinery in Texas, a lithium iron phosphate (LFP) battery factory in Nevada, and the Gigafactory in Texas for Cybercab production [4]. - These investments are aimed at supporting Tesla's vision for the future of the EV market, which aligns with the ambitions that many legacy automakers once promised [5]. Industry Context - Legacy automakers have struggled with their robotaxi developments, with companies like Ford and General Motors backing off from their initial plans, indicating a shift in their strategies due to weak sales performance [6][9]. - The failures of legacy automakers in the EV market are highlighted by significant financial writedowns, such as $19.5 billion at Ford and $27 billion at Stellantis, while Tesla holds a 46% share of the U.S. EV market compared to GM's 13% [9]. Tesla's Focus - Tesla's strategy differs from that of legacy automakers, as it aims to build out its robotaxi business, including the Cybercab, while also introducing lower-cost variants of its Model Y and Model 3 [12]. - The company's consistent focus on the EV market and its robotaxi ambitions reflects a belief in the potential of the sector, contrasting with the reset strategies of its competitors [13].

Core Viewpoint - Tesla's decision to discontinue the Model S and Model X is part of a strategic evolution towards a focus on autonomy rather than a retreat from the electric vehicle market [1][2]. Group 1: Production Decisions - The Model S and Model X are higher-cost models that do not significantly contribute to Tesla's sales, with only 4,000 units delivered in the last quarter, representing just 1.2% of total deliveries [4]. - The market is shifting towards lower-cost models, as evidenced by the decline in Model S/X sales and the production of more affordable versions of the Model 3 and Model Y [5]. - Tesla is reallocating production space at its Fremont factory, previously used for the S and X, to manufacture its Optimus robot as part of a $20 billion capital spending commitment by 2026 [6]. Group 2: Market Trends and Future Direction - The automotive industry is moving towards an autonomous future, with Tesla making gradual progress towards achieving autonomous robotaxis, unlike competitors who have struggled in this area [8]. - The cost dynamics of electric vehicles favor heavy usage, particularly in taxi applications, which will be enhanced by the introduction of dedicated robotaxi vehicles like the Cybercab [9]. - Discontinuing the Model S and Model X aligns with current market conditions and the overall direction of the EV market, marking a natural evolution in Tesla's business strategy [12].

Vancouver, British Columbia--(Newsfile Corp. - February 20, 2026) - Argentina Lithium & Energy Corp. (TSXV: LIT) (FSE: OAY3) (OTCQB: LILIF) ("Argentina Lithium" or the "Company") is pleased to provide the following updates. Argentina Lithium filed its maiden mineral resource estimate with the NI 43-101 technical report entitled "Mineral Resource Estimate - Rincon West Project, Salta, Argentina" with an effective date of November 27, 2025 (the "Report") (Press Release December 3, 2025). This resource estima ...

Volkswagen workers ratify first UAW contract, marks win for labor in the South | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A view of the Volkswagen plant where workers are voting on whether to join the United Auto Workers union (UAW), in Chattanooga, Tennessee, U.S., April 18, 2024 REUTERS/Nora Eckert/File Photo [Purchase Licensing Rights, opens new tab]- Companies[Volkswagen AG]Follow[Ford Motor Co]Follow[General Motors Co]Fol ...

Renault forecasts 2026 margin drop as price pressure dents profit | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Item 1 of 2 View of the new Renault Duster SUV for India during its presentation near Paris, France, January 8, 2026. REUTERS/Gilles Guillaume[1/2]View of the new Renault Duster SUV for India during its presentation near Paris, France, January 8, 2026. REUTERS/Gilles Guillaume [Purchase Licensing Rights, opens new tab]- ...

European stocks closed on a firm note on Wednesday, reacting to some encouraging earnings updates and economic data from the region, and on expectations of more monetary easing by a few central banks. Easing geopolitical tensions contributed as well to the positive mood in the .Soft inflation data from both France and the UK helped. Investors also reacted to reports of a leadership change at the European Central Bank. A Financial Times report said Christine Lagarde plans to leave the European Central Bank ...

Stellantis Under Scrutiny After EV Adoption Forecasts Prove "Overly Optimistic" [Accessibility Statement] Skip NavigationNYSE: STLANEW YORK, Feb. 18, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP is investigating Stellantis NV (NYSE: STLA) concerning whether the company's prior public statements about the trajectory of its electric-vehicle programs were consistent with information available to management at the time. On February 6, 2026, Stellantis disclosed a €22–22.2 billion charge and acknowledged that its ...

Market Overview - European stocks closed mostly higher, with the pan-European Stoxx 600 gaining 0.45% and the U.K.'s FTSE 100 climbing 0.79% [2] - Investors are optimistic about potential monetary easing from central banks, particularly the Bank of England, amid rising unemployment rates in the UK [1][9] Sector Performance - Defense stocks showed weakness due to hopes of de-escalation in U.S.-Iran tensions [3] - In the UK market, several companies such as Coca-Cola Europacific Partners, Barratt Redrow, and AstraZeneca saw gains between 2% and 3.5% [3] - Conversely, miners like Endeavour Mining and Antofagasta fell between 2% and 4% [4] Notable Company Movements - GSK's shares rose over 2.5% following the announcement of a £2 billion share buyback program [3] - Bayer in Germany soared more than 8%, while other companies like Vonovia and Infineon gained approximately 4% and 3.25% respectively [4] - In France, Dassault Systemes climbed about 4%, with other firms like Unibail Rodamco and AXA gaining 2%-3% [6] Economic Indicators - German consumer price inflation rebounded to 2.1% in January, influenced by higher food and services costs [7] - The UK's jobless rate increased to 5.2% in the fourth quarter, with average earnings growth at 4.2%, below expectations [9]