‘No Chips, No Music’ Says GM And BMW As Semiconductor Shortage Silences Apple CarPlay And Android Auto

GigaFactory (Photo by Patrick Pleul / POOL / AFP) (Photo by PATRICK PLEUL/POOL/AFP via Getty Images) POOL/AFP via Getty Images To learn how to improve your results in the market dramatically by buying...

The Future of Transportation Is a Lot More Than Tesla. How to Invest.

We once thought the future of transportation meant George Jetson’s flying car. Instead, we got Elon Musk’s Tesla—the company and the electric car—whose twin successes jolted the global automotive indu...

Yes, GM Needs to Do More to Challenge Tesla. But the Stock Is a Buy.

General Motors has grand ambitions and a cheap stock. That could be a winning combination for investors. But to realize it, the pace of the giant car maker’s electric-car launches must catch up to the...

Toyota Is Trying to Catch Up in the Crowded EV Race. It May Be Too Late.

Toyota Motor became the world’s most successful car company through the spirit of kaizen, or continuous improvement. Now, with electric vehicles on the rise, kaizen might prove to be its undoing. Kaiz...

Ford Posts $3.1 Billion First-Quarter Loss, Maintains 2022 Outlook

Ford Motor Co. F 0.95% swung to a net loss of $3.1 billion in the first quarter, a reversal largely driven by a steep loss in valuation of its stake in electric-vehicle startup Rivian Automotive Inc. ...

Ford’s Earnings Took a Huge Hit From Rivian. Wall Street Is Happy Anyway.

Text size Ford’s shares have moved about 7% or 8%, up or down, on average after the past four quarterly reports. Justin Sullivan/Getty Images Ford Motor reported first-quarter earnings that mode...

Big Pension Sells GM and Nvidia Stock. It Bought Ford and Intel.

Text size GMC vehicles Brandon Bell/Getty Images Alabama’s pension has made some intra-sector trades among its bigger investments. Retirement Systems of Alabama slashed an investment in General Motors...

Can We Feed The Clean Energy Beast With Raw Materials Using Fewer Imports?

SOROWAKO, SOUTH SULAWESI, INDONESIA – 2019/03/28: Nickel ore seen being processed at the PT Vale … [+] Indonesia plant. Nickel mining by the PT Vale Indonesia, a nickel plant in Soroako, S...

BrightDrop Electric Van Drives Record-Setting 260 Miles From NYC To DC

BrightDrop Zevo 600 delivery van making 260 mile trip from New York to Washington DC BrightDrop BrightDrop, General Motors’ electric commercial vehicle business unit began deliveries of its first prod...

Rivian Predicts a Shortage for EVs Far Bigger Than Chips—Batteries

Text size A battery pack heads to the chassis line at the Rivian plant in Illinois. Courtesy Rivian The menu of shortages is expanding for car makers. First, the appetizer: the chip shortage. The main...

Rivian CEO Warns of Looming Electric-Vehicle Battery Shortage

NORMAL, Ill.—Rivian Automotive Inc. Chief Executive RJ Scaringe is warning that the auto industry could soon face a looming shortage of battery supplies for electric vehicles—a challenge that he says ...

U.S. Car Sales Are in a Recession. One Analyst Is Bullish on GM and Ford Stock.

Text size U.S. car sales have tumbled Dreamstime Inflation is raging and the Fed is tightening monetary policy, creating a cycle that might push the U.S. economy into a recession. That isn’t great new...

Ford Stock: Auto Industry Problems Growing, Car Stock Enthusiasm Wanes

Text size The Ford logo is displayed on the sales lot at the Ford Store in San Leandro, California. Justin Sullivan/Getty Images The auto sector faces a number of headwinds that are too much for one a...

Steer Clear Of GM As It Revs Up Risky EV Venture With Honda

A battery pack and GM’s new Hummer EV stand outside an event where General Motors (Photo by JEFF … [+] KOWALSKY / AFP) (Photo by JEFF KOWALSKY/AFP via Getty Images) AFP via Getty Images Tw...

GM and Ford Shares Are Falling. Vehicle Recalls May Be Taking a Toll.

Text size A Ford Motor plant Scott Olson/Getty Images General Motors and Ford Motor both announced vehicle recalls Friday. Investors appear nervous, as both shares are falling, but that’s probably an ...

Competition Heats Up For Tesla In EV Market

Charger with Tesla logo at a Supercharger rapid battery charging station for the electric vehicle … [+] company Tesla Motors, in the Silicon Valley town of Mountain View, California, August 24, ...

Target Prices for Ford and GM Are Slipping. Tesla Is Holding Up Better.

Text size The assembly line at a General Motors plant in Michigan, in 2012. Bill Pugliano/Getty Images Wall Street is taking a less upbeat view of the stock-price outlook for General Motors and Ford M...

Tesla, GM, and Volkswagen Each Lead the Car Industry in R&D Spending

Text size A Tesla car at the company’s new factory in Germany. Christian Marquardt — Pool/Getty Images Does Tesla spend the most money on research and development? Or is it General Motors? Or Vo...

Analysts Say These Stocks Can Rally 30% Or More As Investors Navigate A ‘Perfect Storm Of Headwinds’

Topline With markets getting whipsawed by concerns over inflation, rising interest rates and Russia’s invasion of Ukraine, analysts at one of Wall Street’s biggest firms still see opportunities despit...

The All-Electric Cadillac Lyriq Is Here. What It Means for GM Stock.

The Lyriq has 300 miles of driving range, via a 100-kilowatt-hour battery. Cadillac photo Text size General Motors began retail production of its all-electric luxury crossover vehicle, the Cadillac Ly...

Why GM Will Drive Its EV Business Into A Wall

Cadillac LYRIQ on April 19, 2021 in Shanghai, China. (Photo by Wu Kai/VCG via Getty Images) VCG via Getty Images With gasoline prices surging, the timing could not be better for another high-end elect...

Ford Stock Is Down For a Very Odd Reason. No, Production Guidance Wasn’t Cut.

Auto investor nerves are frayed as they deal with Russia, inflation and the persistent chip shortage. Scott Olson/Getty Images Text size Automotive News incorrectly reported over the weekend that Ford...

BMW, Qualcomm And Arriver To Collaborate On New Driver Assist And Automation

BMW, Qualcomm and Arriver will collaborate to develop next generation assisted and automated driving … [+] systems based on the Qualcomm Snapdragon Ride platform BMW In November 2021, Qualcomm Q...

At Ford, the Chip Shortage Isn’t Getting Any Better. There Are More Output Cuts.

Text size The Ford company logo is displayed on a sign outside of the Chicago Assembly Plant on February 03, 2021 in Chicago, Illinois. Scott Olson/Getty Images The semiconductor shortage that is cons...

Ford Is All In on EVs. One Analyst Isn’t Buying It.

Text size Ford SUVs on a sales lot. Justin Sullivan/Getty Images Ford Motor made waves this week, announcing plans to create separate business units inside the company, one for electric vehicles and t...

Ford CEO Shuts Down EV Spinoff Rumors. The Ford Family Won’t Let It Happen.

Ford Motor CEO Jim Farley told investors Wednesday there were no plans to spin off his company’s electric vehicle business. That shouldn’t be a surprise. The Ford family is unlikely to ever let an EV ...

GM Stock Has Tumbled. Director Patricia Russo Bought Up Shares.

Text size GM director Patricia F. Russo (Photo by Monica Schipper/Getty Images for Women’s Forum of New York) Monica Schipper / Getty Images General Motors stock has tumbled in 2022, and directo...

Ford Stock Is Rising on Reports of an EV Spinoff. Steer Clear of the Rumors.

Text size A Ford Motor plant. Courtesy Ford Ford Motor stock is rising in early Friday trading after Bloomberg reported the company might spin off its electric-vehicle business. This isn’t the first r...

George Soros Buys a Big Rivian Stake

Text size Soros Fund Management’s stake was worth about $2.1 billion at the end of December. Courtesy Rivian George Soros’ family investment office, Soros Fund Management, revealed a new stake i...

The Chip Shortage Has Made These 4 Stocks a Buy

Text size GlobalFoundries, which makes basic chips for everything from cars and phones to toys and power tools, says chip capacity is growing at half the needed pace. Liesa Johannssen-Koppitz/Bloomber...

Ford Stock’s Rally Is Fizzling. Why Its Stock Is Still a Buy.

Text size A Ford Mustang at a charging station during the Washington Auto Show in January. Photographer: Al Drago/Bloomberg Al Drago/Bloomberg Wall Street is starting to act like this is as good as it...

GM, Ford Stock Downgrades Are Mounting. Auto Giants Face a Troubling Trend.

Text size GM and Ford stock have tumbled from 52-week highs set last month. Patrick Hertzog/AFP via Getty Images Downgrades are mounting for auto giants General Motors and Ford Motor . Wall Street is ...