$GM

$MP down 47% from peaks yet secures landmark DOD partnership with $110/kg price floor, targeting doubled revenue by 2026.

GM discontinues affordable Chevy Bolt EV revival due to eliminated federal tax credits, new tariffs, and emissions policy changes under Trump administration.

Tesla faces competition from scaled-up EV makers like Rivian while Ford and GM retreat from electric vehicles amid demand slowdown.

General Motors becomes second-largest U.S. EV seller with strong growth, but Tesla's valuation rests on energy storage, robotaxis, and humanoid robots beyond vehicle sales.

Tesla's 58.9% U.S. EV market dominance and emerging Robotaxi and Optimus robot initiatives position the stock for potential S&P 500 outperformance in 2026 despite 2025 sales declines.

Iran conflict risks disrupting global auto sales, with Chinese automakers facing direct Middle East exposure. Oil supply concerns could boost EV demand if prices spike significantly.

Lear Corporation's EVP and President of Seating sold 7,133 shares for $967,000, marking the third insider sale this year amid strong stock performance.

Carvana acquires Stellantis dealerships amid turnaround hopes, but steep EV costs and market share losses raise investor caution.

USA Rare Earth secures $3.1B ($1.6B from U.S. government) to expand rare-earth production. High growth potential tempered by execution risks and established competition from MP Materials.

U.S. EV registrations fell 0.4% in 2025, marking the first decline in ten years. December plunged 48% after federal tax credits expired, though Tesla maintains dominance.

Tesla's Model Y outperformed broader EV market decline in December, with registrations down just 24% versus 48% EV market decline, retaining top-selling EV position.

Carvana acquires six Stellantis CDJR dealerships across four states, signaling strategic shift toward hybrid model combining online sales with physical new car dealerships.

Controlled Thermal Resources merges with SPAC in $4.7B deal, securing $300M capital for California lithium-geothermal project with General Motors and Stellantis supply commitments.

Ferrari, TSMC, and BWX Technologies emerge as potential multi-baggers through 2036, leveraging luxury pricing power, semiconductor dominance, and nuclear growth.

Automotive lithium-ion battery market expands 24.6% annually from $125.75B (2025) to $371.15B (2030), driven by electrification and solid-state technology advances.

EV battery management system market surging 26.6% annually from $9.3B in 2025 to $30B by 2030, driven by AI integration and regulatory support.

Ford, GM, and Stellantis stocks fall as Iran-U.S. tensions surge oil prices, threatening auto sector margins already pressured by EV transition costs.

Supreme Court voids Trump's tariffs in 6-3 decision. Tech and consumer stocks poised to benefit from lower costs, while domestic manufacturers face increased competition.

Ford targets profit growth by shifting focus to higher-margin gas and hybrid vehicles, backed by strong commercial division performance and cost reduction efforts despite Q4 headwinds.

Stellantis suspends 2026 dividend after $25.9B charge and anticipated $1.6B operating loss. Company expects recovery with $7B operating profit in 2026.