General Motors (GM) reported a dip in fourth quarter sales but strong overall full-year results in the US, capping off another robust year for the Big Three automaker. GM reported Q4 sales slipped 6.9% from a year ago to just over 703,000 but were up 5.5% in 2025 to 2.853 million vehicles, making it the top-selling automaker in the US. GM said full-size pickup sales were up for the sixth straight year, the best in 20 years. Sales of full-size SUVs like the Tahoe, Suburban, and Yukon also propelled GM to a ...

Core Insights - BYD has surpassed Tesla to become the world's largest seller of battery electric vehicles, marking a significant shift in the EV market dynamics [1][5] - In 2025, BYD sold 2.25 million battery-powered EVs, a nearly 28% increase from the previous year, while Tesla's sales fell by 8.5% to 1.64 million [2] - BYD's total vehicle shipments reached 4.6 million in 2024, including plug-in hybrids, while Tesla does not offer hybrid models [2] Company Performance - Tesla has experienced a decline in sales, with Q4 sales dropping nearly 16% year-over-year due to the removal of the $7,500 tax credit in the US [7] - The company is facing challenges in Europe and China, where competition is intensifying and demand is fluctuating [7][10] - BYD has also faced competition and a crackdown on EV discounting in China, leading to a 10% year-over-year sales drop in December [10] Competitive Landscape - BYD is recognized for its technological innovations, including rapid EV charging and autonomous driving features, enhancing its competitive edge [9] - The company is expanding internationally, planning to open 1,000 new stores in Europe, where it has already outsold Tesla [10] - Tesla's CEO, Elon Musk, has acknowledged BYD's competitiveness, indicating a shift in perception regarding the Chinese automaker [11]

Has the turnaround started for this embattled electric automaker?Patience is a virtue in financial markets. Sometimes it can pay to wait until an overvalued stock gets cheap enough to earn a place in your portfolio. And with shares down by over 80% from their peak, Rivian Automotive (RIVN +0.48%) might deserve a closer look. Let's dig deeper to find out if the embattled electric vehicle (EV) maker can bounce back as it expands its business model and potentially benefits from a thinning of the competition as ...

The Detroit automaker has done a great job winning over investors this year.For investors in the U.S., Ford Motor Company (F +1.13%) is probably a household name, especially these days. That's because its shares have performed extraordinarily well, producing a total return of 48% in 2025 (as of Dec. 17). That gain almost triples the performance of the S&P 500.The Detroit carmaker has had a phenomenal year, giving it due credit. Investors should have no complaints. However, there's one automotive stock you s ...

Ford made a decision to pivot away from full electric vehicles, and it comes at a hefty cost -- but does it make Ford stock a sell?The automotive industry has been adapting to the shifting landscape as the Trump administration continues to remove support for electric vehicles (EVs), helping fuel a slowdown in EV demand during the fourth quarter and likely beyond. Investors have been watching these changes and massive strategic decisions, and billions of investment dollars hang in the balance. This week, For ...

General Motors Co. (NYSE:GM) is reportedly eyeing its current Chief Product Officer, Sterling Anderson, who was also formerly a Tesla Inc. (NASDAQ:TSLA) Autopilot exec and co-founder of Aurora Innovation Inc. (NASDAQ:AUR) , as the company's next CEO.Check out the current price of GM Stock here.Sterling Anderson To Succeed Mary Barra?Anderson could be gearing up to succeed GM's current CEO, Mary Barra, according to a report by Bloomberg on Thursday. The report suggests that Anderson could replace Barra if he ...

Group 1 - The automotive industry is making significant decisions regarding electric vehicles (EVs) and U.S. production capacity in response to tariffs [1] - AutoNation, a leading vehicle retailer, recently acquired a Toyota franchise for approximately $120 million, marking its first such move in a decade [2] - This acquisition signals a potential shift in Toyota's strategy towards EVs, as the company has focused more on hybrids rather than fully electric vehicles [3][6] Group 2 - Toyota's Chairman Akio Toyoda has expressed skepticism about the future dominance of EVs, predicting that their global market share may peak at 30% [4] - The company is implementing a "multi-pathway" strategy, emphasizing hybrids as a more balanced approach compared to the industry's push for full electrification [4] - Toyota plans to offer hybrid options for nearly all models in its U.S. lineup by the end of the decade, with popular models like the Camry and RAV4 already featuring hybrid variants [5]

Joining us now with his thoughts on all of it is Steve Wesley, former Tesla board member and founder of the Wesley Group. Steve, on Ford, you know, the 19.5% billion dollar write down I think is the most visible sign of this pivot we've seen US automakers make around EVs. What do you think is the primary driver. Is it what consumers want. Is it the regulatory regime.>> Well, look, first $19.5% billion right. Huge, huge number. And this is from a company where their CEO said just last month, we can't walk aw ...

Core Viewpoint - Ford Motor Company is shifting its investment strategy from large electric vehicles (EVs) to higher-margin products, including hybrids and American-built trucks, in response to profitability challenges in the EV segment [2][3]. Investment Strategy - The company plans to take a significant write-off of nearly $20 billion related to its previous EV plans, redirecting funds towards more profitable areas [2][3]. - Investments will focus on hybrids, affordable EVs, and energy storage solutions, particularly in the Midwest [3][5]. Product Performance - The F-150 hybrid has become increasingly popular, making up 30% of the vehicle mix, with sales of hybrids up 30% last month despite overall flat sales [4][5]. - Ford aims to provide a range of vehicles, including affordable EVs priced around $30,000, while maintaining options for traditional combustion engines [7]. Job Creation and Economic Impact - The announcement is expected to create thousands of new jobs across America, reinforcing Ford's position as the leading auto producer in the country [6][9]. - The company emphasizes the importance of providing affordable vehicles and choices for consumers, which aligns with new regulatory standards [6][7].

LOOKING FOR A LOWER END PRICE POINT. >> PHIL THANK YOU. PHIL LEBEAU WITH THE NEWS ON FORD.SHARES ARE HIGHER BY ABOUT 1% IN THE AFTERMARKET SESSION. BUT GOING DOWN THE AFFORDABILITY ROUTE, WHILE A GREAT ONE FOR THE AMERICAN PEOPLE, MEANS A LOT MORE COMPETITION. THAT IS WHERE TESLA IS NOW COMPETING WITH ITS LOWER COST VERSION.A LOT OF OTHER AUTOMAKERS ARE COMPETING WITH LOWER COST VERSIONS OF EVS. WHAT DO YOU MAKE OF THIS NEWS. >> I THINK ON THE MARGINS, IT'S POSITIVE FOR FORD, BUT INCREMENTALLY. SO I THINK I ...