Carmakers such as Ford played the change in the U.S. economic policy perfectly. The American auto industry had just weeks notice that President Donald Trump was moving forward with a plan to impose universal tariffs on all imports coming into the country, and that automotive tariffs would be significantly increased. U.S. 2025 new-vehicle sales forecast GM: 2.83 million vehicles (+5.1% year over year); 17.3% market share Toyota: 2.52 million vehicles (+8.4% YoY); 15.5% market share Ford: 2.18 million ...

Core Viewpoint - Toyota Motor plans to start selling its U.S.-made Camry sedan, Highlander SUV, and Tundra pickup truck in Japan next year to enhance Japan-U.S. trade relations [1] Group 1 - The introduction of U.S.-made vehicles in Japan is part of Toyota's strategy to strengthen trade ties between Japan and the United States [1] - The specific models targeted for sale include the Camry sedan, Highlander SUV, and Tundra pickup truck [1]

Toyota group’s proposed $30 billion offer to privatize a forklift maker has prompted one of the world’s most tenacious activist funds to call it a lowball offer. A closer look at the target’s shareholdings helps explain why. https://t.co/kGjwZJJZL1 ...

Investment Announcements - Apple has announced a $600 billion investment in U.S. manufacturing and workforce training [1] - Johnson & Johnson plans to invest $55 billion in U.S. manufacturing, research and development, and new technologies [1] - Hyundai is investing $26 billion in the U.S. to enhance automotive production capacity and localize key components [1] - Toyota has announced plans to invest up to $10 billion in its U.S. operations over the next five years [4] Economic Outlook - Despite criticism of Trump's tariff policies, major companies continue to view the U.S. as a reliable place for investment, indicating strong confidence in the U.S. market [2] - The manufacturing sector has not yet seen a boom, with U.S. manufacturing activity contracting for the ninth consecutive month in November [3] - Trump claims that the return of factories from countries like Germany, Japan, and Canada is driven by companies wanting to avoid tariffs, leading to significant capital investments [3] Industry Trends - The auto industry is highlighted as a key sector experiencing a revival due to tariff policies, with companies returning to the U.S. for production [4][5] - Trump asserts that the U.S. is on the verge of unprecedented economic growth, attributing this to his tariff policy [5]

Core Insights - Kerrigan Advisors facilitated the sale of Arlington Toyota to Andy Mohr Automotive Group, marking the 39th Toyota franchise sold by the firm in the last decade and reinforcing its leadership in the auto retail sector [1][2][4] Company Overview - Arlington Toyota, established in 1983, is recognized as one of the highest-volume and most operationally efficient Toyota dealerships in the Chicago metro area, serving an affluent customer base [2][4] - Andy Mohr Automotive Group, founded in 1992, is one of Indiana's largest dealership groups and is expanding into the Chicago market with this acquisition [3][4] Market Dynamics - The sale of Arlington Toyota highlights the ongoing strength and desirability of top-performing Toyota franchises, with 92% of Toyota dealers expecting franchise values to either increase or remain stable through 2026, the highest sentiment among all brands for seven consecutive years [4][7] - Toyota holds a significant market share in the Chicago area, ranking as the 2 best-selling brand with an 11% market share, which is 88% higher than the national average [5] Economic Context - The Chicago metro area is a major economic hub, ranking as the third largest in the U.S. and home to 30 Fortune 500 companies, supporting a diverse economy and a population exceeding 9.4 million [5][6] Advisory Expertise - Kerrigan Advisors has established itself as a leading sell-side advisor in the auto retail industry, having generated over $10 billion in sales proceeds for clients since 2015, and is recognized for its conflict-free advisory approach [1][8]

Image: jobyaviation.comJoby Aviation has announced plans to double its manufacturing capacity in the United States as it prepares to scale production of its electric air taxis, targeting an output of four aircraft per month by 2027.The expansion comes amid growing momentum for advanced air mobility, supported by strong commercial interest and increasing regulatory backing. Joby has recently disclosed more than $1bn in potential aircraft and service sales, while the US government’s eVTOL Integration Pilot P ...

Summary of Gorilla Technology Group Fireside Chat Company Overview - **Company**: Gorilla Technology Group (NasdaqCM:GRRR) - **Industry**: AI Security Platforms and Infrastructure - **Core Offerings**: Mission-critical AI security platforms, video intelligence, post-event analytics, secure network intelligence, lawful interception, and IPDR capabilities [3][4][5] Key Developments - **Major Contract**: Signed a three-year contract with FRAIR valued at approximately $1.4 billion, with the first phase of $300 million currently being launched in Thailand [4][6] - **AI Infrastructure**: Transitioning from a software solutions company to a sovereign-grade AI compute provider with enhanced data center capabilities across multiple regions including Middle East, North Africa, Europe, Southeast Asia, and Latin America [4][5] - **5G Solutions**: Successfully deployed the first global 5G lawful interception solution, with ongoing projects in Taiwan and Southeast Asia [24][25] Strategic Investments - **Acquisition of Actros**: Investment in Actros to enhance AI-driven platforms and infrastructure deployment in India, which is projected to grow from $15 billion in 2024 to over $330 billion by 2033, representing a 40% CAGR [16][17][18] - **Data Center Growth**: Data center market in India expected to grow from $9-10 billion to about $30 billion by 2032-2033, indicating significant opportunities for Gorilla [17] Recognition and Sustainability - **Nobel Sustainability Nomination**: CEO Jay Chandan was nominated for the 2025 Sustainability Awards, highlighting Gorilla's commitment to sustainable AI deployment at a national scale [11][12] Financial Outlook - **Revenue Projections for 2026**: Expected revenue range of $137 million to $200 million, driven by signed contracts and backlog, with a focus on reducing customer concentration risk [27][28] - **Cash Position**: Over $110 million in cash with reduced debt below $15 million, allowing for flexibility in executing large projects without relying heavily on equity markets [30] Operational Highlights - **Execution and Delivery**: Emphasis on building a repeatable deployment model and expanding engineering teams in Thailand and India [6][7][8] - **Project Milestones**: Successful execution of projects in Egypt and ongoing developments in AI infrastructure, with a focus on national scale delivery [22][26] Conclusion - Gorilla Technology Group is positioning itself as a leader in AI security and infrastructure, with significant contracts, strategic investments, and a strong focus on sustainability and operational execution. The company is set to transition from a growth story to a steady infrastructure platform, with promising financial projections for 2026 [29][30]

Core Insights - The article highlights recent stock performance and research reports on major companies including Amazon, Toyota, and Intuit, as well as micro-cap stocks Eastman Kodak and Armanino Foods [2][4][7][10][13][16]. Amazon.com, Inc. (AMZN) - Amazon's shares have increased by 3% over the past six months, slightly underperforming the Zacks Internet - Commerce industry which gained 3.8% [4]. - The company is projected to achieve net sales between $206 billion and $213 billion for Q4 2025, with operating income expected to range from $21 billion to $26 billion, indicating operational efficiency gains [4]. - AI integration is enhancing personalization and logistics, contributing to a competitive edge, with expected net sales growth of 10.6% in 2025 compared to 2024 [5]. Toyota Motor Corp. (TM) - Toyota's shares have outperformed the Zacks Automotive - Foreign industry, rising by 20.9% compared to 12.4% [7]. - The company's hybrid vehicle sales, particularly the RAV4, are driving growth, with hybrid variants constituting about half of total sales [7]. - Despite a positive outlook for fiscal 2026, challenges include material costs, foreign exchange rates, and increased capital expenditures [8][9]. Intuit Inc. (INTU) - Intuit's shares have underperformed the Zacks Computer - Software industry, declining by 14.5% compared to a 4% decline in the industry [10]. - The company is facing higher expenses due to increased marketing and engineering investments, impacting profitability [10]. - Intuit's shift to a cloud-based subscription model aims to stabilize revenues, supported by strong performance in its core products, QuickBooks and TurboTax [11][12]. Eastman Kodak Co. (KODK) - Kodak's shares have outperformed the Zacks Electronics - Miscellaneous Products industry, increasing by 44.1% compared to 24.1% [13]. - The company is transitioning from legacy print to advanced manufacturing, with significant growth in its Advanced Materials and Chemicals segment, which saw a 15% year-over-year revenue increase in Q3 2025 [13][14]. - Despite improvements in margins and profitability, risks include declining print volumes and high capital intensity [15]. Armanino Foods of Distinction, Inc. (AMNF) - Armanino Foods' shares have outperformed the Zacks Food - Miscellaneous industry, rising by 42.8% compared to a decline of 8.9% [16]. - The company benefits from a strong position in the U.S. foodservice pesto market, with Q3 FY25 sales increasing by 11% year-over-year to $19.7 million [16]. - Challenges include high customer concentration and rising operating expenses, necessitating disciplined execution to maintain margins [18].

Toyota Motor Corporation is a Japanese automaker based in Toyota City, Aichi, Japan. It was founded in 1937 by Kiichiro Toyoda and expanded into the world’s largest auto manufacturer. The company produces over 10 million vehicles per year. Toyota’s marketing strategy drives sustainable growth and success. In 2024, Toyota generated $305.26 billion in annual revenue. Its trailing twelve months (TTM) revenue was $326.24 billion as of Oct 2025. [1]To understand Toyota’s secret to success, here is a comprehensiv ...

Core Viewpoint - Joby Aviation is leading the eVTOL market with a promising business model that suggests long-term growth potential, outperforming the S&P 500 significantly over the past three years and one year [1] Group 1: Company Performance - Joby Aviation's stock has increased by 336% over the last three years compared to the S&P 500's 75% and 73% over the last year compared to the S&P 500's 13% [1] - The current market capitalization of Joby Aviation is $14 billion, with a current stock price of approximately $14.85 [3] - Joby has a gross margin of -11490.90%, indicating significant financial challenges [3] Group 2: Business Model and Market Position - Joby Aviation operates as both the original equipment manufacturer (OEM) and the owner/operator of its aircraft, which provides it with more upside potential compared to competitors like Archer Aviation [3][4] - The company is expected to begin FAA Type Inspection Authorization flights in 2026, positioning it ahead of competitors in the certification race [6] - Joby's vertical manufacturing approach focuses on designing and manufacturing components in-house, supported by Toyota, contrasting with Archer's reliance on external suppliers [7] Group 3: Investment Considerations - Analysts express concerns about Joby's valuation and potential regulatory hurdles, with a price target of $10 compared to the current price of around $15 [2][4] - Despite potential regulatory challenges in urban air mobility, Joby has opportunities in defense/government sectors and regional air mobility, along with investment support from Delta Air Lines [9] - The stock's historical volatility suggests that investors may want to consider timing their entry points carefully [11]