What was expected to be another blockbuster year for BYD has instead become the company’s toughest stretch since 2020. In September, it lost its crown as China’s best-selling automaker and a month later posted its second straight quarterly decline https://t.co/fSlf4AD6Ty ...

European automakers may have to halt production within days, the industry’s main lobby group warns, as a deepening shortage of Nexperia chips threatens to idle assembly lines https://t.co/MmvSQ2Ib7D ...

and Ford beating on earnings but lowering guidance after a fire hit operations at the manufacturing plant of their primary aluminum supplier last month. >> In fact, here to help us break down the Ford quarter, what it means for the rest of Autos is former Ford CEO Mark Fields, also a CNBC contributor. Mark, happy Friday.Thanks for being with us. >> Great to be here, Carl. Thanks.>> What a week between um the fire, which we'll get to in a second, but tariff expectations, uh Ford's comments about EVs, what do ...

Product Development - U S automaker's technological overhaul will debut in two years with the Cadillac Escalade IQ [1]

Market Trends & Earnings Season - U S E-reports mostly beat expectations [2] - Approximately 85% of S&P 500 companies have beaten profit estimates, fueling the market rally [4][6] - The market is experiencing a strong rally, with the Dow Jones Industrial Average up by approximately 540 points [3] - The S&P 500 is up by about 78 points, the NASDAQ Composite is rallying by roughly 340 points, and the Russell 2000 is up nearly 2% [4] - The first right-hand shows an average of 16% growth, well ahead of the 85% expectation coming in [7] Company Performance & Stocks - Apple hit a record high after Loop Capital upgraded it to buy, driven by positive iPhone trends [2][4][36] - Apple's market capitalization reached $39 trillion [5][48][66] - Cleveland Cliffs' stock is up more than 18% after a quarterly beat and the discovery of two sites with the potential to produce rare earth minerals [50] - Rare earth sector is on fire [3] - One mining company's stock is up 15% [63] Credit Concerns & Economic Outlook - There are ongoing discussions about credit concerns, particularly regarding delinquencies in car loans [2][11] - The 10-year at 4% is still relatively elevated, indicating relatively low supply and strong yield [19] - Private credit firms like Apollo and KKR are down approximately 20% since July [23][24] - The longest government shutdown is 34 days, which has some modest effect [15] - Gold is rallying, up better than 2%, near a record story at $4348 per ounce [4]

Tata shares will begin trading Tuesday without the value of its commercial vehicles business, marking the final step in the automaker’s split into two listed entities. https://t.co/7J1A7qVGHf ...

A bet made in 2021 has left one U.S. automaker relatively insulated from the threat facing its rivals after China further curbed rare-earth magnet exports. “GM looks like a genius today.” https://t.co/6J3ChSUEA3 ...

Hyundai tried to win favor with the Trump administration, taking aggressive steps to strengthen the Korean automaker’s ties to the U.S. So far that looks like a painful miscalculation. https://t.co/aGokRYcyn0 ...

Hyundai tried to win favor with the Trump administration, taking aggressive steps to strengthen the Korean automaker’s ties to the U.S. So far that looks like a painful miscalculation. https://t.co/8vt3furwDP ...

Market Trends - Chinese automakers are surpassing Western competitors in attracting middle-class drivers in China [1] - Chinese automakers are now targeting affluent customers [1]