Joining us now to discuss it all is the former CEO of Ford, CNBC contributor Mark Fields. Mark, good to have you. Um, haven't talked to you since the Ford announcement and you know, obviously what a difference a year makes in terms of the landscape here domestically for EVs. Does it make sense to you and sort of how do you think about 26 when it comes to the domestic market.Yeah. Well, when you think about the the automakers and the announcements you've seen from Ford and GM this year and and I'm sure GM's ...

I want to start off with China right now. So you're saying that China is a leader in what you're calling the nextg economy that's robots even ship building uh AI you're saying they're neck andneck with the US. So how does an investor play that.Is there one ETF you can focus on that or is it more of a stock picking situation. >> I think you can get hit pretty broad exposure to it. Obviously our ETF see grow the China growth uh greater China growth ETF um has exposure to you know a combination of this China t ...

J P M O R G A N Asia Pacific Economic Research 22 December 2025 Global Data Watch: Asia China's post-tariff export diversification is broader than presumed No place to hide: China's post-tariff export diversification is broader than presumed A recurring theme characterizing 2025 has been that Chinese domestic demand disappointments have been offset by external sector resilience. Even as US tariffs on China at ~32% are among the highest in the world, China's goods exports have grown by 5% in 2025, in line wi ...

The EU recently scrapped plans for a ban on the sale of petrol and diesel cars from 2035. But Chinese EVs are still gaining ground in Europe. These charts help explain why https://t.co/lviQYXDfJb ...

ab 16 December 2025 Global Research Mining Strategy China Demand: Signals slow in Nov-25 China's commodity demand indicators weaken in Nov-25 November's commodity demand metrics deteriorated further. Retail sales significantly underperformed expectations, marking the weakest result in three years, while the downturn in the property sector worsened. Sustained weakness from here may present downside risks to demand expectations and prices, especially given economic decision makers in China may delay policy un ...

Tesla Inc. (NASDAQ:TSLA) ranks among the best high growth stocks to buy now. On November 25, Mizuho maintained its Outperform rating on Tesla Inc. (NASDAQ:TSLA) but lowered its price target from $48 to $475. Mizuho made the adjustment in anticipation of possible obstacles for battery electric vehicles (BEVs) in 2026, notably pointing to anticipated cuts in subsidies in major markets. Asif Islam / Shutterstock.com Tesla Inc. (NASDAQ:TSLA) stated that it delivered 497,000 vehicles worldwide in the third q ...

akinbostanci/E+ via Getty Images Listen below or on the go on Apple Podcasts and Spotify Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30). Transcript Rena Sherbill: Brian Stewart, Seeking Alpha's Director of news. Happy Friday. Brian Stewart: Happy Friday, great to be here. Rena Sherbill: Always great to do a Wall Street Roundup with you. Yesterday, I d ...

Sales of hybrid cars are booming as demand for full EVs slows. Can hybrids really help the climate? https://t.co/unRRR7KqPT ...

Summary of Key Points from the Conference Call Industry Overview - The focus is on the Latin American (LatAm) market, particularly regarding investment opportunities and risks in the region's economies and industries for 2026 [4][9][14]. Core Insights - **Investment Shift**: There is a significant potential for growth in LatAm markets after years of underperformance. Countries that transition from consumption and leverage to investment are expected to see the highest growth. Mexico is noted for its early advantage in nearshoring, while Brazil presents the best risk-reward scenario [4][9]. - **Policy Changes**: A shift away from populism towards fiscal responsibility is observed across several LatAm countries, which could lead to a new earnings cycle and improve the risk-reward balance for equity investors [13][14][17]. - **Equity Performance**: Brazilian equities have risen approximately 53% year-to-date and could increase another 20% while still being at a price-to-earnings (P/E) ratio of 10x. A policy shift could further reduce the cost of capital by 2-3 turns [9][20]. - **Investment Cycle**: The key to revitalizing LatAm economies is reigniting an investment cycle, which is essential for developing a new investment narrative. The current consumer cycle is seen as nearing its end, necessitating a focus on investment-led growth [18][20]. Country-Specific Insights - **Brazil**: Currently experiencing fiscal consolidation and policy confidence, with a focus on investment growth. The country is running out of fiscal road, and the investment narrative is crucial for future growth [18][20]. - **Mexico**: The USMCA negotiations are critical for the nearshoring narrative. The market has rallied significantly, but earnings growth remains muted, and the investment narrative is closely tied to USMCA developments [25][28]. - **Argentina**: Faces significant challenges with a weaker capital market but has potential for growth if an investment cycle can be established [4][9]. Risks and Challenges - **Consumer Cycle Limitations**: The consensus view suggests that the consumer cycle may be reaching its limits, and without meaningful fiscal consolidation and structural reforms, equities may continue to underperform [16][20]. - **USMCA Uncertainty**: The negotiations surrounding the USMCA are complex, and there is a material probability of a bear case scenario that could delay the nearshoring narrative and investment growth in Mexico [25][28][37]. - **Fintech Disruption**: In the banking sector, fintech companies are challenging traditional banks in Mexico, potentially leading to a significant reduction in profitability for incumbents if they are forced to raise deposit yields [87][97]. Investment Recommendations - **Equity Strategy**: The recommendation is to remain overweight in Brazil and Argentina, equal-weight in Mexico, and focus on sectors such as financial services, digitalization, energy, and nearshoring [23][70]. - **Cautious Approach**: A cautious stance is advised for agribusiness in Brazil due to current pressures on commodity prices and farmer margins, with a preference for selective exposure [74][80]. Conclusion - The LatAm market is at a pivotal point with potential for significant growth driven by policy shifts and investment cycles. However, challenges remain, particularly in the context of USMCA negotiations and the rise of fintech in the banking sector. Investors are encouraged to focus on sectors poised for growth while remaining cautious of the broader economic landscape [4][9][20][87].

“Only about $30-$40 per share in that business.” That curt assessment comes from five-star analyst Jed Dorsheimer of William Blair, highlighting just how differently the market now views Tesla stock. Although EVs still generate the lion’s share of its sales (over 75% in Q3), Dorsheimer feels that investors value Tesla more like an AI and robotics player. Recent gains in Tesla stock are reflective of that shift. For perspective, Tesla stock has risen a remarkable 48% over the past six months and 14.3% ...