Competition from Waymo and Amazon, coupled with operational challenges, led to GM's decision to drop Cruise. Read more on the restructuring for this automaker.
Honda is committed to an all-electric fleet by 2040, focusing on North American production and innovative manufacturing processes. Read how the auto giant will compete in the BEV space.
GM's electrification strategy faces challenges, with slower BEV demand, battery issues, and a shift in battery technology. Read why I'm neutral on GM stock here.
Nvidia's automotive business remains promising as more carmakers adopt advanced electronic architectures that require the chips. Learn more on NVDA stock here.
Ford’s transition to BEVs from internal combustion is an epic task as automaker also strives to match Toyota-like efficiency. Click here for more on F and TM.
Ford Motor Company has bet big on BEVs; purchasing or adding shares now reflects a conviction that the gamble will pay off. Read our analysis of F stock.
GM’s profitability forecast for battery electric vehicles (BEVs) was scrapped due to the pandemic. Read what may be next for the auto giant and its EV plans.
Ford’s $2.7 billion accounting charge to close Argo triggered an $827 million
third quarter net loss. Read what F stock plans to do after the Argo shutdown.
For GM, potential profit from autonomous tech establishes a hedge against
slower-than-forecast consumer uptake of battery-electric vehicles. Read more
about GM’s commercial side.
Toyota’s share price represents a reasonable entry point for investors seeking
solid, if unspectacular, returns. Read how TM stock is positioned for the
future.
Toyota is sticking with a deliberately unhurried pace of BEV rollout, consistent
with market demand and regulatory pressure. See when TM stock is a buy.
Early reviews of Lucid’s first model are impressive, but long-term battery
performance and safety remain unproven. See why I think LCID is a speculative
buy.
Rivian Automotive’s (RIVN) IPO on November stoked good deal of excitement. See
why I think RIVN stock is a sell for anyone who can’t afford to lose their
stake.
Ford’s much touted Bronco models are delayed due to defective roofs from Webasto, following earlier COVID-related delays. See what this means for F stock.