General Motors tackles steep tariff challenges with targeted U.S. plant shifts and a $4 billion investment playbook. Behind the scenes, GM is pushing hard on the vertical integration of its EV supply chain. In this article, we unpack together why GM's sales release was so strong and what to expect from the upcoming earnings release.
General Motors partners with Redwood Materials to supply energy for AI data centers. The collaboration uses GM's new and second-life EV batteries for energy storage solutions.
Sales of Tesla's Cybertruck have plummeted from their peak last year, to the point that the hulking (and expensive) GMC Hummer EV outsold the polarizing steel-clad curiosity in the second quarter.
General Motors said it will move production of the Cadillac Escalade to an assembly plant in Michigan. The automaker will also expand manufacturing of the Chevrolet Silverado and GMC Sierra light duty pickups at Orion Assembly.
General Motors said on Tuesday it is expanding production of its gas-powered SUVs and trucks, and will move its Cadillac Escalade to a Michigan assembly plant, while adding new capacity for Chevrolet Silverado and GMC Sierra light duty pickups at the same facility.
General Motors Company is navigating macroeconomic chaos by maintaining stability, cutting guidance realistically, and investing in U.S.-based EV and battery supply chains. EV sales are growing, with GM now holding 10.4% of the U.S. EV market, and strategic moves in LFP batteries and lithium sourcing strengthen its future. Risks remain high: tariffs, plant shutdowns, shrinking free cash flow, a...
General Motors remains attractively valued despite near-term uncertainty from tariffs and a potentially weakening economy, supporting my continued bullish stance. North American operations are strong, with rising market share and robust electric vehicle sales, now making GM the second-largest EV seller in the US. Profitability faces headwinds from higher costs and tariffs, but cash flow remains...
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