With tariff headwinds building and EV credits rolling off, U.S. Franchise Auto Dealerships maintain solid momentum on disciplined OEM pricing and balanced inventories; investors often gravitate to Lithia & Driveway LAD and AutoNation AN.Rajat Gupta of JPMorgan issued a fresh research note on U.S. franchise auto dealers, arguing the group’s fundamentals remain resilient in the near term, with demand across the board ‘better than feared’.This is even as policy and macro headwinds build into late 2025 and 2026 ...

President Trump is expected to sign a resolution this morning blocking California's plan to phase out gas-powered cars by 2035. This comes as GM is investing$4 billion dollars in US production in response to tariffs on imported vehicles and auto parts. John McNeel joins us now to discuss all of it.He's the CEO of DVX Ventures, former Tesla president and current General Motors board member. It's good to have you, John. The the the order on California, we knew this was coming.How big of a deal is it for the a ...