Tesla (NASDAQ: TSLA | TSLA Price Prediction) is not worth more than all the world’s car companies combined, although this is often raised in a “fake news” sort of way. A more…
Ford (NYSE: F) left the EV business for dead earlier this year. It does appear it will enter again, on a small scale, next year. At the same time, Toyota (NYSE: TM),…
Ford (NYSE: F | F Price Prediction) CEO Jim Farley has been on a press binge, talking, alternatively, about China’s car joint ventures and the importance of the US government keeping China’s…
Ford Motor (NYSE:F | F Price Prediction) shares rose 6% today, climbing from $11.52 to more than $12, while Toyota Motor (NYSE:TM) stock rallied 6%, moving from $203.66 to $215. Both moves are…
“Hybrids now are almost one out of every five vehicles that were sold in the United States in the fourth quarter.” That single data point reshapes how you should think about the…
There are many regions worldwide where cars can be sold. However, without success in China, the EU, and the US, global automotive companies get painted into a corner. Ford’s (NYSE: F) US…
Not all vehicles and mobility stocks are created equal. Some are global giants navigating geopolitical headwinds while still raising guidance. Some are cyclical recovery stories with record free cash flow and fresh…
For decades, the gold standard of research about US auto quality has been JD Power studies. Most of its research reports have been issued for decades. It recently released this year’s version…
Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the next?
Chinese EV makers have their eye on the United States, the world’s second-largest car market. Tariffs have kept these inexpensive, well-built EVs out of the U.S. market so far.
Watch the Video Why sentiment has changed I opened the discussion by admitting that I have reversed my long-standing negative view on Ford and General Motors. Lee immediately agreed, pointing out that…
When Ford (NYSE:F | F Price Prediction) announced a $19.5 billion write-off on its electric vehicle business, shareholders didn’t panic. They exhaled. The stock barely flinched, trading near 52-week highs at $13.67, because…
Tesla’s (NASDAQ: TSLA | TSLA Price Prediction) stock trades at a high valuation for several reasons. Today, this has nothing to do with car sales. Its unit sales in the EU dropped…
Ford and General Motors stocks trade at highs even though both automakers have failed in the electric vehicle segment, especially in China and Europe.
Stanley Druckenmiller built his reputation on Wall Street managing billions for George Soros, including the 1992 trade that profited $1 billion shorting the British pound. He later ran Duquesne Capital, delivering average…
