Key Takeaways GM leads U.S. auto sales, driven by pickups and SUVs across Chevrolet, Buick, GMC and Cadillac.GM logged about $2B in software revenues YTD, while deferred software revenues jumped over 90% to $5B by Q3.Ford is resetting its EV strategy. It expects $19.5B in special items and targets Model e breakeven by 2029.General Motors (GM) and Ford (F) have long been fierce rivals in the American auto industry—but which stock looks like the better investment now? Both automakers have been resilient and w ...