$GM

Tesla reaches 61.1% US loyalty rating in February 2026, topping S&P Global Mobility survey. One of only two brands exceeding 60%, marking significant improvement year-over-year.

Used EV sales jumped 28% in March 2026 as $4.45 gasoline prices fueled demand. Over 44% of sales were sub-$25,000 models. Tesla vehicles dominated in value retention and Q1 sales.

OpenAI misses growth targets, pressuring AI infrastructure stocks like Oracle and CoreWeave, while GM's beat hints at successful software monetization strategies.

GM beats Q1 earnings by 43%, raises full-year guidance to $13.5-$15.5B EBIT. Stock trades at 6X forward P/E despite strong margins, truck dominance, and 20% software growth.

SpaceX filed confidentially for IPO in April 2026, targeting $75B raise at $1.75-2T valuation. Analysts warn of historical risks facing mega-IPOs.

SpaceX's $75B IPO with 30% retail allocation risks repeating history. Analysts warn against day-one purchases due to unsustainable valuations and poor IPO track records.

Ferrari trades 32% below peak at 34.9x P/E, below 10-year average, while maintaining industry-leading 27% operating margins and unmatched brand moat.

Trump administration warns China on AI theft while Big Tech faces political pressure over AI development. Mixed earnings reported; Tesla sales decline sharply in California.

Tesla deploys robotaxis to Dallas and Houston while QXO's $17B TopBuild acquisition reshapes building products landscape amid autonomous vehicle competition.

Tesla shares fell 3.47% April 23 despite Q1 earnings beat and 16% sales growth, as $25B 2026 capex guidance for AI and robotics sparked investor concerns.

GM CEO Mary Barra earned $29.9M in 2025 as the company's stock nearly tripled, outpacing Ford CEO Jim Farley's $27.5M despite Ford achieving only 64% of earnings targets and recording 153 vehicle recalls.

NAFA's 2026 Institute & Expo drew 2,200 fleet professionals and 250 exhibitors to Cleveland, showcasing electrification and AI innovations shaping corporate and government transportation.

Forge Nano merging with SPAC to list on NASDAQ at $1.2B valuation, backed by GM Ventures and Volkswagen. Semiconductor nanocoating technology targets AI chips and defense batteries.

Trump administration pursues Iran talks while Pentagon urges Ford and GM into military production amid geopolitical tensions.

Ford's Q1 2026 EV sales collapsed 70% year-over-year to 6,860 units, losing its No. 2 market ranking to Toyota and competitors, forcing a pivot toward affordable vehicles and a 2027 pickup launch.

Markets hit records as Iran opens Strait of Hormuz, oil plunges 15% to $80/barrel. S&P 500 crosses 7,100, growth and crypto stocks rally as inflation concerns ease.

SpaceX targets historic $75B IPO at $2 trillion valuation, but recent mega-IPO analysis shows most underperformed markets, suggesting investor caution warranted.

Disney's $60B global expansion hinges on 'Human Bridge' cultural integration strategy, exemplified by Shanghai's 100M-guest success, repositioning the company as institutional partner rather than foreign operator.

CoreWeave secures major AI deals with Meta and Anthropic while Tesla's China sales slip 16% year-over-year amid rising competition.

Former Tesla President Jon McNeill outlines innovation framework that powered Tesla's rise, emphasizing cash velocity and cycle time as key health metrics for companies.