General Motors (GM) released its fourth-quarter 2025 earnings on Jan. 27. Barring the slight revenue miss, it was otherwise a strong earnings report from the Detroit auto giant whose 2025 U.S. market share rose to a decade high after four years of incremental gains. The company’s 2026 guidance implies an improvement over 2025 across all metrics. At the top end, the company expects to post adjusted earnings before interest and taxes (EBIT) of $15 billion, $2.3 billion higher than what it posted last year. ...

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 ...

Core Viewpoint - Ford Motor Co. is opposed to attending a Senate committee hearing on vehicle safety features, citing scheduling conflicts and the subject matter as reasons for its stance [1][2]. Group 1: Hearing Opposition - Ford has expressed its opposition to the Senate hearing led by Sen. Ted Cruz, which will focus on vehicle safety features such as automatic emergency braking [1][2]. - The automaker's opposition is partly due to scheduling conflicts with the Detroit Auto Show, which coincides with the hearing [2]. - Ford has requested equal treatment for all companies involved, emphasizing that other automakers should have the opportunity to present similar witnesses as Tesla's VP of Engineering was invited instead of CEO Elon Musk [3]. Group 2: Safety Features Discussion - The hearing is expected to address safety features like rear seat occupant alerts and automatic emergency braking, which are viewed as redundant and potentially increasing vehicle costs [4]. Group 3: Regulatory Changes - The news coincides with the rollback of Corporate Average Fuel Economy (CAFE) standards by the Trump administration, which Ford's CEO Jim Farley supports, believing it will enhance focus on U.S.-made products [5]. - The rollback is also endorsed by Trump's Transportation Secretary and Sen. Cruz, who argue it will improve safety and reduce vehicle costs [5]. Group 4: Recall Issues - Ford is facing ongoing recall challenges, having recalled over 270,000 units from various models due to a roll-away risk [6]. - Despite these challenges, Ford is noted to perform well on Momentum, Quality, and Value metrics, with a favorable price trend in the short, medium, and long term [6].

Core Insights - Tesla Inc. experienced a significant decline in U.S. sales in November, reaching a near four-year low with 39,800 units sold, representing a 23% year-on-year decrease from 51,513 units sold in the same month last year [2] - Despite the sales drop, Tesla's market share in the U.S. electric vehicle (EV) sector increased to over 56.7% from 43.1%, attributed to legacy automakers reducing their EV efforts [2] Sales Performance - Tesla's U.S. sales in November were the lowest since January 2022, indicating a troubling trend for the company [2] - The company also reported a significant decline in European sales, with only 6,964 new registrations in October, marking a 48.5% year-on-year decrease from 13,519 units in October 2024 [4] Market Dynamics - The decline in EV sales is not limited to Tesla; Ford Motor Co. also reported a 60% drop in EV sales during November, with its F-150 Lightning EV Pickup Truck sales plummeting over 72% [4] - The shift in U.S. EV sales has been influenced by policy changes, including the Trump administration's rollback of Corporate Average Fuel Economy (CAFE) standards, which has been criticized for affecting EV demand [5] Product Strategy - In response to declining sales, Tesla is offering 0% financing on its models, suggesting a lack of demand for the vehicles. Experts recommend introducing new models to stimulate interest [3] - Tesla has launched more affordable trims of its Model 3 and Model Y vehicles, priced at $36,990 and $39,990 respectively, under the 'Standard' designation [3] Financial Metrics - Tesla scores well on the Momentum metric and has satisfactory ratings for Growth and Quality, but is rated poorly on Value. The company shows a favorable price trend in the medium and long term [6] - During after-hours trading, Tesla's stock (TSLA) declined by 0.80% to $446 [6]

Core Insights - The CEO of Ford Motor Co. supports the Trump administration's initiative to make automobiles more affordable, highlighting the potential for lower car prices and the introduction of new American-made vehicles due to recent regulatory changes [1][2]. Group 1: Regulatory Changes and Economic Impact - The rollback of the Corporate Average Fuel Economy (CAFE) standards under the Trump administration is seen as a positive move for affordability, allowing consumers more choice in vehicle types without being forced into electric vehicles [3][6]. - The White House claims that the reset of fuel-economy standards will save American families a total of $109 billion, contrasting with the Biden administration's stricter regulations that would have increased the average cost of a new car by nearly $1,000 [8][9]. Group 2: Market Trends and Consumer Preferences - Ford's CEO indicates that the adjustments in tariffs and more reasonable fuel economy standards will lead to a decrease in car prices, with a notable increase of 25% in the affordable range of vehicles offered by Ford in November, despite an overall market decline [10]. - The market demand is shifting towards affordable vehicles, as evidenced by the CEO's assertion that the company can now build what Americans want, which is more affordable options [10].