Tag
General Motors
6 articles
GM's Truck Software Play: Why Picture-in-Picture Matters to Its Margin Story
General Motors rolls out over-the-air updates to Silverado and Sierra trucks, signaling a strategic shift toward software-defined vehicles and recurring revenue.
GM's $4.5B Parts Deal Keeps Inventory Costs Off the Balance Sheet Through 2029
The agreement with Procura Auto Parts, financed by JPMorgan Chase and Banco Santander, secures critical component supply through 2029 while preserving GM's cash position.
Ford Rises 4.5 Percent as ICE Truck and SUV Sales Offset Overall Decline
Strong F-Series and SUV demand cushioned a 3 percent drop in total Q2 sales, lifting Ford shares 4.5 percent.
Ford and GM Face $20B Supply Chain Risk as China Controls 10,000 U.S. Auto Parts Firms
Chinese ownership of American auto suppliers creates unpriced geopolitical vulnerability for traditional automakers
Auto Lenders Face Underwater Consumer Debt Crisis: Ford, GM Risk Significant Downside
Mounting consumer car loan defaults and diminished trade-in values signal a deepening crisis for auto manufacturers and lenders, threatening their earnings outlooks.
Traditional Automakers Power Up: ICE Innovation Sets Ford, GM for Revaluation
The market's premature dismissal of internal combustion engines overlooks significant innovation, positioning legacy automakers for substantial upside as next-generation powertrains emerge.