President Donald Trump's Department of Energy (DOE) has rescinded a rule that incentivized automakers to produce more EVs to comply with Fuel Economy norms.Fuel Content Factor On EVsThe rescinded provision, called the "fuel content factor," allowed automakers to calculate fleetwide fuel economy by assigning higher-than-usual efficiency figures to electric vehicles, which then helped bring down the fleetwide fuel consumption figures, Reuters reported on Wednesday.The agency, according to the report, cited an ...

Core Insights - General Motors (GM) reported a better-than-expected fourth quarter for 2025, highlighting its commitment to returning significant value to shareholders through dividend increases and share repurchase authorizations [2][3]. Financial Performance - GM's fourth-quarter earnings exceeded Wall Street estimates, with a quarterly dividend increase to $0.18 per share, reflecting a dividend yield of approximately 0.8% [2]. - A new $6 billion share repurchase authorization was announced, adding to the $22 billion in share buybacks since 2023, which has reduced shares outstanding and increased the earnings power of remaining shares [5]. Strategic Positioning - GM's strong brands and technology-driven services have consistently generated strong cash flow, enabling the company to invest in its business, maintain a strong balance sheet, and return capital to shareholders [3]. - Despite the strong performance, GM reported a net income loss of $3.3 billion in the fourth quarter due to $7.2 billion in special charges related to realigning EV production capacity and responding to changing consumer demand and regulatory environments [6][7].

Core Viewpoint - Dongfeng Motor Group and Huawei Technologies are enhancing their collaboration in the electric vehicle (EV) sector, focusing on in-vehicle software, advanced driver-assist systems (ADAS), and AI applications following a high-level meeting in Shenzhen [1]. Group 1: Collaboration Details - The two companies signed an initial strategic cooperation agreement last year, allowing EVs produced under Dongfeng's Voyah brand to incorporate Huawei systems starting this year [2]. - A new joint "innovation laboratory" has been established, which will serve as the central hub for future collaboration between Dongfeng and Huawei [2]. Group 2: Digitalization and Performance Enhancement - Huawei will assist Dongfeng in digitalizing its value chain, aiming to enhance the company's performance through better integration of R&D, manufacturing, supply chain, marketing, and other enterprise functions, utilizing advanced AI systems [3]. - Dongfeng stated that the collaboration will focus on product definition, intelligent technologies, and marketing, exploring new market-oriented operational approaches for state-owned enterprises [3].

Wall Street sales consensus has crept up, but some worry that a sales bump, if it comes, will be more about a rush to buy EVs ahead of expiring U.S. tax incentives. ...