We recently published 13 Stocks Jim Cramer Talked About.  General Motors Company (NYSE:GM) is one of the stocks that Jim Cramer talked about. Car manufacturer General Motors Company (NYSE:GM)’s shares are up by 67% over the past year and are flat year-to-date. Cramer discussed the firm after European car manufacturer Stellantis announced a $26.5 billion electric vehicle writedown. He indicated his preference to change the narrative and remarked that General Motors Company (NYSE:GM) CEO Mary Barra had anti ...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty ImagesSeeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here's the latest in trending:More data: Markets will get a fresh, though slightly delayed, view of inflation for the first month of 2026 wit ...

Tesla (NASDAQ: TSLA) was the quintessential hypergrowth stock for much of the last decade or more. But recently, it has entered a period of stagnancy. Its overall revenues have been flat to down since the end of 2023, and its operating income has slumped by more than half in the last few years. Global unit sales volumes for its electric vehicles have stopped growing. At the same time, the company is trying to pivot its focus to autonomous vehicles and humanoid robots, but has struggled to gain much tractio ...

In one of the single largest deregulatory actions in U.S. history, the Donald Trump administration officially terminated the 2009 “endangerment finding” on Thursday, effectively dismantling the legal foundation for federal climate regulations.The move immediately eliminates greenhouse gas (GHG) emission standards for cars and trucks, signaling a decisive end to the government-led push for a mandatory transition to electric vehicles (EVs).Blow To The ‘EV Mandate’The repeal of the landmark scientific finding— ...

Summary of Conference Call Notes on the Automotive Industry Industry Overview - **Industry**: Automotive, specifically focusing on electric vehicles (EVs) and new energy vehicles (NEVs) in China - **Current Market Sentiment**: Investor positioning in the automotive sector is underweight as of early 2026, with concerns about demand and cost inflation impacting outlooks [1][2] Key Points 1. Industry Volume Trajectory - **January 2026 Performance**: Domestic passenger vehicle retail volume decreased by 20% month-over-month (mom), compared to a 14% decrease in January 2024 [3] - **Market Expectations**: Anticipation of continued volume decline into February 2026, attributed to the Chinese New Year holiday and reduced stimulus effects [3] - **Future Outlook**: Expected recovery in consumer demand starting March 2026, coinciding with new product launches from BYD and the Beijing Auto Show [3] 2. Raw Material and Memory Cost Inflation - **Cost Increases**: Year-to-date increases in commodity prices (lithium, copper, aluminum) range from 27% to 85% year-over-year [4][18] - **Impact on BOM Costs**: Estimated average increase in Bill of Materials (BOM) costs for EVs is approximately Rmb4,000, leading to a gross margin decline of 2.0% and a net margin decline of 1.7% [4][11] - **OEM Negotiations**: OEMs are negotiating cost-sharing with suppliers, but are expected to absorb 100% of memory cost increases [4] 3. Potential Policy Stimulus - **Government Support Expectations**: Investors anticipate additional government support if demand remains weak, including subsidies for Level 3 vehicles and domestic chip usage [7] - **Economic Contribution**: Passenger vehicles accounted for about 5% of GDP in 2025, indicating the sector's significance to the economy [7] 4. Sensitivity Analysis on Costs - **Margin Concerns**: Rising raw material and memory costs are raising concerns about potential margin impacts for OEMs [8] - **Cost Pass-Through Assumptions**: Analysis assumes a 50/50 cost pass-through ratio for battery and metals, while memory costs are fully absorbed by OEMs [9][12] 5. Target Price Adjustments - **Price Target Reductions**: Target prices for covered OEMs and suppliers have been cut by up to 12% due to weaker demand and higher costs, with average estimates lowered by approximately 16% [2][24] - **Specific Company Adjustments**: - **BYD**: Target price reduced from Rmb144 to Rmb137 due to weaker delivery volumes and higher BOM costs [25] - **Li Auto**: Target price reduced from US$27 to US$24, reflecting lower sales and higher costs [25] - **XPeng**: Target price reduced from US$25 to US$22, driven by weaker sales and pricing pressures [25] - **NIO**: Target price reduced from US$7.0 to US$6.6, impacted by BOM cost inflation [25] 6. Long-term Projections - **Revenue and Net Income Changes**: Projections for revenue and net income have been adjusted downward for several companies, reflecting anticipated market conditions through 2030 [24][30] Additional Insights - **Investor Concerns**: There is a growing concern among investors regarding the sustainability of margins in light of rising costs and competitive pressures [8] - **Market Dynamics**: The automotive sector is facing significant challenges from both internal cost pressures and external market conditions, necessitating close monitoring of policy developments and consumer demand trends [7][8] This summary encapsulates the critical insights from the conference call, highlighting the automotive industry's current challenges and future outlook.

Core Insights - Companies are facing significant losses due to regulatory changes and a decline in demand for electric vehicles [1] Group 1: Industry Impact - Regulatory changes are prompting companies to reassess their electric vehicle production strategies [1] - There is a noticeable cooling in demand for electric vehicles, leading to adjustments in capacity [1] Group 2: Company Actions - Companies are taking substantial losses as they navigate the current market conditions [1] - In response to the changing landscape, companies are making moves to reduce electric vehicle capacity [1]

分组1 - Rivian Automotive reported a quarterly loss of $0.54 per share, better than the Zacks Consensus Estimate of a loss of $0.69, representing an earnings surprise of +21.51% [1] - The company posted revenues of $1.29 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.11%, but down from $1.73 billion year-over-year [2] - Rivian shares have declined approximately 25.1% since the beginning of the year, contrasting with the S&P 500's gain of 1.4% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is -$0.69 on revenues of $1.34 billion, and for the current fiscal year, it is -$2.32 on revenues of $6.57 billion [7] - The Zacks Industry Rank for Automotive - Domestic is in the top 36% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

加拿大电动汽车产业迎来一则令人振奋的消息——一座中加合资的汽车工厂计划落户加拿大，这项合作还处于初步阶段，但已确定生产的电动汽车将面 向全球出口。消息由加拿大工业部长梅拉妮·若利在2月的首个周末前公布，瞬间引发业界与媒体的高度关注。 中加双方的关系有明显回暖迹象。中国放宽了对加拿大农产品的进口限制，加拿大则在电动汽车领域投桃报李。卡尼推动的贸易多元化举措，旨在应对 特朗普关税政策对传统贸易关系带来的冲击，同时试图让加拿大在新全球贸易秩序中扮演更重要的角色。 根据初步协议，从2026年起，每年将允许不超过4.9万辆中国产电动汽车以6.1%的最惠国关税税率进入加拿大市场，这一数量不到加拿大年汽车销量的 3%。相比此前高达100%的关税，这一变化可谓剧烈。加拿大政府预期，这项协议将吸引大量中国企业投资，并催生合资企业在加拿大的落地。这些投资 不仅是卡尼"构建新经济联盟"政治承诺的实践，也是其对抗美国关税压力的重要筹码。 值得注意的是，若利曾随同加拿大总理马克·卡尼于1月中旬访问北京，这是自2017年以来首次有加拿大总理到访中国。更有意思的是，这次访问紧随卡尼 在达沃斯世界经济论坛上的一次颇具针对性的演讲之后——他呼 ...

Ford Motor Company (NYSE:F), a global maker of automobiles and commercial vehicles, closed Wednesday at $13.85, up about 2.1%. The stock moved higher as investors emphasized record 2025 revenue, 2026 EBIT guidance, and cost-cutting plans over Ford’s large EV-driven losses, and they are watching execution on the reshaped EV and hybrid strategy next.Trading volume reached 125.4 million shares, coming in about 113% above compared with its three-month average of 58.8 million shares. Ford Motor Company IPO'd in ...

Ford Motor Company recorded a small increase in revenue in 2025 compared with 2024, but results weakened sharply as expenses rose, and the carmaker took significant charges linked to its electric vehicle (EV) plans. Total revenue edged up to $187.3bn in 2025 from $185bn a year earlier. Profitability moved in the opposite direction. Ford swung from operating income of $5.2bn in 2024 to an operating loss of $9.2bn in 2025. Total costs and expenses climbed to $196.4bn from $179.8bn, outweighing the modes ...