3 days ago
Stellantis N.V. (NYSE:STLA)'s long-idled Belvidere ******* embly Plant in Illinois has been a case study for how a plant reopening can be pushed further into the future. The plant has been dormant since February 2023, when Stellantis N.V. (NYSE:STLA) ended the Jeep Cherokee production and laid off over 1,300 employees. A 2027 production target for Belvidere has now shifted, with Stellantis targeting pilot production of the next-generation Cherokee in the first half of 2028 and retail production in the second half of 2029, even as Stellantis portrays the news as a larger investment rather than a delay.
Stellantis N.V. (NYSE:STLA) announced an increase in its Belvidere investment to more than $800 million, up from a previous commitment of $600 million or more, and confirmed that the plant will produce the next-generation Jeep Cherokee on its new STLA One platform, the first vehicle built in the US on that modular design, which the company claims will improve manufacturing efficiency and reduce costs.
However, according to UAW Local 1268 president Matt Frantzen, citing internal records and talks with company executives, the updated schedule pushes pilot production into the first half of 2028, while retail production is not targeted to begin until the second half of 2029, roughly two years later than Stellantis' previous 2027 initial-production target.
The Belvidere news is a grave situation developing north of the border. Unifor, the Canadian union that represents Detroit Three autoworkers, stated that Stellantis N.V. (NYSE:STLA) has signed an MOU with Canadian armored-vehicle maker Roshel outlining a potential sale of its Brampton, Ontario ******* embly plant, which has been idle since 2023. According to union president Lana Payne, Stellantis N.V. (NYSE:STLA) has yet to provide the official year's notice required by the collective agreement. Payne described it as a "lose-lose scenario," claiming Stellantis' 2023 commitment to keep Brampton staffed had been broken.
The two stories are directly related. Brampton had been scheduled to build the Jeep Compass, with retooling beginning in early 2024 before Stellantis N.V. (NYSE:STLA) paused it in 2025 and then, that October, moved Compass manufacturing to the US completely, the same reassignment that sent the model to Belvidere.
#stellantis #NYSE
Stellantis N.V. (NYSE:STLA) announced an increase in its Belvidere investment to more than $800 million, up from a previous commitment of $600 million or more, and confirmed that the plant will produce the next-generation Jeep Cherokee on its new STLA One platform, the first vehicle built in the US on that modular design, which the company claims will improve manufacturing efficiency and reduce costs.
However, according to UAW Local 1268 president Matt Frantzen, citing internal records and talks with company executives, the updated schedule pushes pilot production into the first half of 2028, while retail production is not targeted to begin until the second half of 2029, roughly two years later than Stellantis' previous 2027 initial-production target.
The Belvidere news is a grave situation developing north of the border. Unifor, the Canadian union that represents Detroit Three autoworkers, stated that Stellantis N.V. (NYSE:STLA) has signed an MOU with Canadian armored-vehicle maker Roshel outlining a potential sale of its Brampton, Ontario ******* embly plant, which has been idle since 2023. According to union president Lana Payne, Stellantis N.V. (NYSE:STLA) has yet to provide the official year's notice required by the collective agreement. Payne described it as a "lose-lose scenario," claiming Stellantis' 2023 commitment to keep Brampton staffed had been broken.
The two stories are directly related. Brampton had been scheduled to build the Jeep Compass, with retooling beginning in early 2024 before Stellantis N.V. (NYSE:STLA) paused it in 2025 and then, that October, moved Compass manufacturing to the US completely, the same reassignment that sent the model to Belvidere.
#stellantis #NYSE
8 days ago
Maserati is reportedly advancing talks on a technology and manufacturing partnership in China involving Huawei and JAC Motors, as the Stellantis-owned marque works on a wider relaunch strategy.
Citing an unnamed source, Italian newspaper Milano Finanza reported that the arrangement under discussion would pair Maserati with Maextro, the premium marque Huawei has built alongside JAC.
According to the translated version of the report, negotiators have resolved most sticking points, although a formal deal remains unsigned.
The goal is to have the venture running by 2027.
Under the roles outlined in the report, Huawei would oversee product strategy and in-car technology, while JAC would take charge of engineering and production.
#huawei
Citing an unnamed source, Italian newspaper Milano Finanza reported that the arrangement under discussion would pair Maserati with Maextro, the premium marque Huawei has built alongside JAC.
According to the translated version of the report, negotiators have resolved most sticking points, although a formal deal remains unsigned.
The goal is to have the venture running by 2027.
Under the roles outlined in the report, Huawei would oversee product strategy and in-car technology, while JAC would take charge of engineering and production.
#huawei
12 days ago
Ford Motor (NYSE:F), the global light-vehicle and truck maker with Ford and Lincoln brands, closed at $14.14, up 2.17%. Wednesday's session followed reports that August U.S. sales fell 10.3%. Investors will be closely watching pickup production and demand next.
Trading volume reached 51.7 million shares, coming in roughly 3.1% above its three-month average of 50.2 million shares.
The S&P 500 (SNPINDEX:^GSPC) closed at 7,667, up 0.47%, while the Nasdaq Composite (NASDAQINDEX:^IXIC) finished at 26,218, up 0.45%. Among automobile manufacturers, General Motors (NYSE:GM) closed at $84.88, down 0.88%, and Stellantis (NYSE:STLA) ended at $5.27, down 1.50%, highlighting softer trading in auto peers during the session.
Ford reported August U.S. sales fell 10.3%, marking an eighth straight month of year-over-year declines. Investors were encouraged, however, after the automaker said its production of the large, highly profitable "Super Duty" trucks last month reached a 20-year high. At the same time, the output of F-150 pickups reached its highest point in two years, reports CNBC. Ford was significantly affected by supplier issues due to its large aluminum bodies and other components following an aluminum plant fire late last year.
August electric vehicle (EV) sales were down nearly 80%, while hybrid sales were down 20%. Ford stock is nearly 20% off its 2026 highs, reached after the company announced the formation of Ford Energy in May. That came after it repurposed some EV ******* ets as part of a pivot to tap into demand for energy storage. That helped investors shrug off the plunging EV and hybrid sales.
Before you buy stock in Ford Motor Company, consider this:
#sales
Trading volume reached 51.7 million shares, coming in roughly 3.1% above its three-month average of 50.2 million shares.
The S&P 500 (SNPINDEX:^GSPC) closed at 7,667, up 0.47%, while the Nasdaq Composite (NASDAQINDEX:^IXIC) finished at 26,218, up 0.45%. Among automobile manufacturers, General Motors (NYSE:GM) closed at $84.88, down 0.88%, and Stellantis (NYSE:STLA) ended at $5.27, down 1.50%, highlighting softer trading in auto peers during the session.
Ford reported August U.S. sales fell 10.3%, marking an eighth straight month of year-over-year declines. Investors were encouraged, however, after the automaker said its production of the large, highly profitable "Super Duty" trucks last month reached a 20-year high. At the same time, the output of F-150 pickups reached its highest point in two years, reports CNBC. Ford was significantly affected by supplier issues due to its large aluminum bodies and other components following an aluminum plant fire late last year.
August electric vehicle (EV) sales were down nearly 80%, while hybrid sales were down 20%. Ford stock is nearly 20% off its 2026 highs, reached after the company announced the formation of Ford Energy in May. That came after it repurposed some EV ******* ets as part of a pivot to tap into demand for energy storage. That helped investors shrug off the plunging EV and hybrid sales.
Before you buy stock in Ford Motor Company, consider this:
#sales
21 days ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Stellantis just got another North America headache.
Trump's Canada tariff threat dragged down Ford and GM too, but Stellantis looks especially exposed because its Canadian factory footprint is already complicated, underused and politically sensitive.
President Donald Trump threatened to raise tariffs on Canadian cars, trucks, auto parts and steel to 50% from January 1, 2027, after US-Canada trade talks collapsed.
The market did not wait for the fine print. Stellantis shares fell roughly 3% in Paris and U.S.-linked trading, while Ford and General Motors also dropped as investors priced in higher costs for North American supply chains. US steelmakers moved the other way, with Cleveland-Cliffs, Nucor and Steel Dynamics rallying on the prospect that tariffs on Canadian steel could support domestic pricing.
#tell
Stellantis just got another North America headache.
Trump's Canada tariff threat dragged down Ford and GM too, but Stellantis looks especially exposed because its Canadian factory footprint is already complicated, underused and politically sensitive.
President Donald Trump threatened to raise tariffs on Canadian cars, trucks, auto parts and steel to 50% from January 1, 2027, after US-Canada trade talks collapsed.
The market did not wait for the fine print. Stellantis shares fell roughly 3% in Paris and U.S.-linked trading, while Ford and General Motors also dropped as investors priced in higher costs for North American supply chains. US steelmakers moved the other way, with Cleveland-Cliffs, Nucor and Steel Dynamics rallying on the prospect that tariffs on Canadian steel could support domestic pricing.
#tell
27 days ago
Pony.ai reported Tuesday that its overseas robotaxi deployment pipeline has grown to more than 4,000 vehicles, as the Chinese autonomous driving company accelerates its push into international markets.
Those vehicles are already under contract, though when each deployment goes live will depend on permitting, regulatory clearances, and other operational factors, Pony.ai CEO James Peng told ******* ysts on a post-earnings call, according to Reuters. Pony.ai offered no indication of when the full roster of planned international launches would be complete, and gave no figures on how many robotaxis it has actually put on the road outside China.
The total includes a contract with Uber for deployment of more than 2,000 robotaxis in Europe, the company said. Pony.ai did not disclose a breakdown of the remaining commitments across other markets.
Pony.ai announced the expanded Uber partnership last week, which builds on an existing commercial robotaxi service in Zagreb, Croatia, and adds four more European cities. Under the arrangement, Pony.ai contributes its autonomous driving technology and operational expertise, Uber provides its ride-hailing platform, and locally selected providers handle fleet tasks such as maintenance and charging.
Beyond Europe, Pony.ai said it has also advanced robotaxi operations in Luxembourg in collaboration with Bolt and Stellantis, and in Singapore made its robotaxi service available to the general public through ComfortDelGro's Zig app.
#international
Those vehicles are already under contract, though when each deployment goes live will depend on permitting, regulatory clearances, and other operational factors, Pony.ai CEO James Peng told ******* ysts on a post-earnings call, according to Reuters. Pony.ai offered no indication of when the full roster of planned international launches would be complete, and gave no figures on how many robotaxis it has actually put on the road outside China.
The total includes a contract with Uber for deployment of more than 2,000 robotaxis in Europe, the company said. Pony.ai did not disclose a breakdown of the remaining commitments across other markets.
Pony.ai announced the expanded Uber partnership last week, which builds on an existing commercial robotaxi service in Zagreb, Croatia, and adds four more European cities. Under the arrangement, Pony.ai contributes its autonomous driving technology and operational expertise, Uber provides its ride-hailing platform, and locally selected providers handle fleet tasks such as maintenance and charging.
Beyond Europe, Pony.ai said it has also advanced robotaxi operations in Luxembourg in collaboration with Bolt and Stellantis, and in Singapore made its robotaxi service available to the general public through ComfortDelGro's Zig app.
#international
1 month ago
On August 14, autoworkers at Stellantis (NYSE:STLA) learned their union had been told the company is weighing the sale of its Brampton, Ontario plant, a move Unifor tied directly to US tariffs on Canadian goods. The timing is awkward. Days earlier, Stellantis had posted a swing back to profit, which looked like the first real evidence that its turnaround plan is working. Now investors have to weigh a genuine operational rebound against a labor and trade headache tangled up in the very North American market the company is counting on.
Stellantis reported a Q2 net profit of 293 million euros, a sharp reversal from a loss of 1.87 billion euros a year earlier, while adjusted operating income more than tripled to 773 million euros. North America, the region investors watch most closely, saw market share climb to 7.4% from a flat 7%, and Ram notched its fourth straight quarter of year-over-year sales growth, up 6%, breaking a seven-year losing streak. Renewed demand for the reintroduced Hemi V8 helped drive that gain, and Stellantis is leaning further into high-margin performance vehicles to extend it.
The Ram 1500 TRX SRT, priced at $102,590 with shipping, just reached dealerships only six months after its unveiling, and a lower-priced Rumble Bee variant is coming in the lower $60,000s. SRT trims carry margins two to three times higher than standard versions, and the automaker plans eleven SRT models across Ram, Jeep, and Dodge over the next five years. Combined with two all-new and three refreshed vehicles launched in the quarter, and nine more on the way, that product cycle backs up a stated goal of pushing North American margins to 8% to 10% within five years.
Wall Street was not impressed by the Q2 print. Adjusted operating income fell short of the 914 million euro estimate, and the stock dropped nearly 10% on the news before recovering part of that loss, a sign the turnaround still has to prove itself. That skepticism looks more justified given what surfaced on August 14, when Unifor said Stellantis notified the union it may close and sell its Brampton plant, ending decades of vehicle ***** embly there. Stellantis pointed to US tariffs on Canadian goods as the driver, and Brampton would not be the first casualty.
The plant was already idled for retooling in 2024, paused again in 2025, and lost its planned Jeep Compass production to a factory in Illinois once the tariffs hit. Brampton employed 2,200 workers before closing, and Canada's government, including Industry Minister Melanie Joly's office, has been pushing Stellantis to restart it. Stellantis has also previously discussed building electric vehicles in Canada with Chinese partner Zhejiang Leapmotor, an idea Unifor has openly opposed. All of this lands just as Unifor enters new contract talks covering Brampton and two other plants, with the current agreement expiring in September.
#north #plant #million #euros
Stellantis reported a Q2 net profit of 293 million euros, a sharp reversal from a loss of 1.87 billion euros a year earlier, while adjusted operating income more than tripled to 773 million euros. North America, the region investors watch most closely, saw market share climb to 7.4% from a flat 7%, and Ram notched its fourth straight quarter of year-over-year sales growth, up 6%, breaking a seven-year losing streak. Renewed demand for the reintroduced Hemi V8 helped drive that gain, and Stellantis is leaning further into high-margin performance vehicles to extend it.
The Ram 1500 TRX SRT, priced at $102,590 with shipping, just reached dealerships only six months after its unveiling, and a lower-priced Rumble Bee variant is coming in the lower $60,000s. SRT trims carry margins two to three times higher than standard versions, and the automaker plans eleven SRT models across Ram, Jeep, and Dodge over the next five years. Combined with two all-new and three refreshed vehicles launched in the quarter, and nine more on the way, that product cycle backs up a stated goal of pushing North American margins to 8% to 10% within five years.
Wall Street was not impressed by the Q2 print. Adjusted operating income fell short of the 914 million euro estimate, and the stock dropped nearly 10% on the news before recovering part of that loss, a sign the turnaround still has to prove itself. That skepticism looks more justified given what surfaced on August 14, when Unifor said Stellantis notified the union it may close and sell its Brampton plant, ending decades of vehicle ***** embly there. Stellantis pointed to US tariffs on Canadian goods as the driver, and Brampton would not be the first casualty.
The plant was already idled for retooling in 2024, paused again in 2025, and lost its planned Jeep Compass production to a factory in Illinois once the tariffs hit. Brampton employed 2,200 workers before closing, and Canada's government, including Industry Minister Melanie Joly's office, has been pushing Stellantis to restart it. Stellantis has also previously discussed building electric vehicles in Canada with Chinese partner Zhejiang Leapmotor, an idea Unifor has openly opposed. All of this lands just as Unifor enters new contract talks covering Brampton and two other plants, with the current agreement expiring in September.
#north #plant #million #euros
1 month ago
Rivian burns $833 million per quarter selling just 65,000 vehicles a year, yet its $23 billion market cap edges out global automaker Stellantis.
Stellantis sells 5.4 million vehicles annually but sits at a $20 billion market cap, while Tesla commands $1.1 trillion on EV future optimism.
EVs represent only 5% of new US car sales, making the investor optimism inflating Rivian above Stellantis increasingly hard to justify.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rivian didn't make the cut. Grab the names FREE today.
Troubled EV company Rivian (NASDAQ: RIVN) has a $23 billion market cap. Global car giant Stellantis (NYSE: STLA) has a $20 billion market cap. This seems impossible. It shouldn't be. The EV revolution has ended in the US. Stellantis has troubled brands, but not that troubled.
#stellantis #rivian #billion #global
Stellantis sells 5.4 million vehicles annually but sits at a $20 billion market cap, while Tesla commands $1.1 trillion on EV future optimism.
EVs represent only 5% of new US car sales, making the investor optimism inflating Rivian above Stellantis increasingly hard to justify.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rivian didn't make the cut. Grab the names FREE today.
Troubled EV company Rivian (NASDAQ: RIVN) has a $23 billion market cap. Global car giant Stellantis (NYSE: STLA) has a $20 billion market cap. This seems impossible. It shouldn't be. The EV revolution has ended in the US. Stellantis has troubled brands, but not that troubled.
#stellantis #rivian #billion #global
2 months ago
Ram, Jeep, and Fiat parent company Stellantis (STLA) reported solid first-half results on Thursday morning, but only reaffirmed its prior guidance. Investors clearly wanted more from CEO Antonio Filosa's turnaround plan.
For the half, Stellantis reported revenue of 81.61 billion euros ($93.20 billion) vs. 80.71 billion euros per Bloomberg consensus, up 10% compared to last year. Stellantis posted adjusted earnings per share of 0.32 euros ($0.37) vs 0.35 euros expected, and adjusted operating income of 1.733 billion euros ($1.98 billion), more than triple the 540 million euros ($614 million) posted a year ago.
Stellantis confirmed its prior 2026 guidance, projecting net revenues to rise in the mid-single digits in 2026, with low-single-digit adjusted operating income margin. The company aims to return to positive industrial free cash flow by 2027.
The company said its net tariff headwind for the year is estimated at 1.0 billion to 1.2 billion euros ($1.14 billion-$1.37 billion), but Stellantis received an IEEPA refund of 400 million euros ($456.3 million) in the first half of the year.
Stellantis shares fell over 4% in premarket trade.
#stellantis #year
For the half, Stellantis reported revenue of 81.61 billion euros ($93.20 billion) vs. 80.71 billion euros per Bloomberg consensus, up 10% compared to last year. Stellantis posted adjusted earnings per share of 0.32 euros ($0.37) vs 0.35 euros expected, and adjusted operating income of 1.733 billion euros ($1.98 billion), more than triple the 540 million euros ($614 million) posted a year ago.
Stellantis confirmed its prior 2026 guidance, projecting net revenues to rise in the mid-single digits in 2026, with low-single-digit adjusted operating income margin. The company aims to return to positive industrial free cash flow by 2027.
The company said its net tariff headwind for the year is estimated at 1.0 billion to 1.2 billion euros ($1.14 billion-$1.37 billion), but Stellantis received an IEEPA refund of 400 million euros ($456.3 million) in the first half of the year.
Stellantis shares fell over 4% in premarket trade.
#stellantis #year
2 months ago
Ram, Jeep, and Fiat parent company Stellantis (STLA) will report first-half results on Thursday morning, with the success of CEO Antonio Filosa's turnaround plan in focus.
For the half, Stellantis is expected to report revenue of 80.71 billion euros ($91.82 billion) per Bloomberg consensus, up nearly 9% compared to last year. Stellantis is expected to post adjusted earnings per share of 0.35 euros ($0.40) and adjusted operating income of 1.42 billion euros ($1.62 billion), almost triple the 540 million euros ($614 million) posted a year ago.
After reporting its Q1 results, Stellantis confirmed its prior 2026 guidance, projecting net revenues to rise in the mid-single digits in 2026, with low-single-digit adjusted operating income margin. The company aims to return to positive industrial free cash flow by 2027.
The company's Big Three rivals — Ford (F) and GM (GM) — both upped their full-year profit projections in their respective reports, putting pressure on Stellantis to do the same.
Filosa's turnaround plan has worked in terms of sales success.
#stellantis #billion #company
For the half, Stellantis is expected to report revenue of 80.71 billion euros ($91.82 billion) per Bloomberg consensus, up nearly 9% compared to last year. Stellantis is expected to post adjusted earnings per share of 0.35 euros ($0.40) and adjusted operating income of 1.42 billion euros ($1.62 billion), almost triple the 540 million euros ($614 million) posted a year ago.
After reporting its Q1 results, Stellantis confirmed its prior 2026 guidance, projecting net revenues to rise in the mid-single digits in 2026, with low-single-digit adjusted operating income margin. The company aims to return to positive industrial free cash flow by 2027.
The company's Big Three rivals — Ford (F) and GM (GM) — both upped their full-year profit projections in their respective reports, putting pressure on Stellantis to do the same.
Filosa's turnaround plan has worked in terms of sales success.
#stellantis #billion #company
2 months ago
When we think about the major global automakers these days, many investors forget all about Stellantis (NYSE: STLA), while General Motors (NYSE: GM) and Ford Motor Company (NYSE: F) remain hot topics. It's understandable, considering Stellantis' declining relevance in multiple markets, lack of a true branding identity, and numerous management missteps. No doubt, Stellantis has many, many issues to fix in the coming years to regain lost global notoriety. That said, the company could be in oversold territory, and Wall Street forward estimates suggest ***** ysts are in "prove it" mode regarding the company's massive $70 billion turnaround plan. Here's a look at how Stellantis is poised to outperform its rivals over the next five years.
Over the past three years, General Motors, Ford, and Stellantis have traded in completely different trajectories. GM has been thriving, and its stock has doubled over the past three years, while Ford has essentially remained flat, but Stellantis checked in with a staggering near 70% decline. To get a better idea of just how much value Stellantis has shed, take a look at this next graph.
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Not only does Stellantis' market cap equal a fraction of rivals GM or Ford, but it has also even sunk below that of young electric vehicle (EV) maker Rivian (NASDAQ: RIVN). That's right; Stellantis, a global automaker with millions of shipments annually, has a market cap below Rivian, which only sells four electric vehicles and has only achieved its first full year of gross profitability in 2025, and remains a long way away from net profitability.
Roughly a decade ago, Stellantis, then operating as Fiat Chrysler Automobiles in this reference, was peaking in the U.S. market. By 2019, however, its market share began a sharp decline that would last until about 2023, before leveling off over the next couple of years. This is the first year investors are seeing life from its core Jeep and Ram brands in North America.
#ford #NYSE #signal
Over the past three years, General Motors, Ford, and Stellantis have traded in completely different trajectories. GM has been thriving, and its stock has doubled over the past three years, while Ford has essentially remained flat, but Stellantis checked in with a staggering near 70% decline. To get a better idea of just how much value Stellantis has shed, take a look at this next graph.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Not only does Stellantis' market cap equal a fraction of rivals GM or Ford, but it has also even sunk below that of young electric vehicle (EV) maker Rivian (NASDAQ: RIVN). That's right; Stellantis, a global automaker with millions of shipments annually, has a market cap below Rivian, which only sells four electric vehicles and has only achieved its first full year of gross profitability in 2025, and remains a long way away from net profitability.
Roughly a decade ago, Stellantis, then operating as Fiat Chrysler Automobiles in this reference, was peaking in the U.S. market. By 2019, however, its market share began a sharp decline that would last until about 2023, before leveling off over the next couple of years. This is the first year investors are seeing life from its core Jeep and Ram brands in North America.
#ford #NYSE #signal
2 months ago
Lucid burned $3.8B in free cash flow against $1.35B in revenue in 2025, while Rivian's cash reserves shrank from $4.81B to $2.85B.
Stellantis posted a $22.33B net loss for FY2025 as CEO Filosa admitted the company over-estimated the pace of the energy transition.
Tesla leads with a $1.4T market cap, but Q4 2025 deliveries fell 16% and prediction markets heavily doubt its near-term robotaxi and Optimus timelines.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Morning Brew Daily's July segment framed the U.S. electric vehicle industry in stark terms. They argued that Lucid (NASDAQ: LCID), once valued at $91 billion, is now worth just $2.87 billion, while Rivian (NASDAQ: RIVN) has fallen from a peak near $150 billion to roughly $25 billion. The guest **** yst on the show argued that both pure-play startups are "one boardroom decision at another company away" from collapse, and that neither company is expected to turn cash flow positive before 2030. The numbers back the framing.
#cash #free #flow
Stellantis posted a $22.33B net loss for FY2025 as CEO Filosa admitted the company over-estimated the pace of the energy transition.
Tesla leads with a $1.4T market cap, but Q4 2025 deliveries fell 16% and prediction markets heavily doubt its near-term robotaxi and Optimus timelines.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Morning Brew Daily's July segment framed the U.S. electric vehicle industry in stark terms. They argued that Lucid (NASDAQ: LCID), once valued at $91 billion, is now worth just $2.87 billion, while Rivian (NASDAQ: RIVN) has fallen from a peak near $150 billion to roughly $25 billion. The guest **** yst on the show argued that both pure-play startups are "one boardroom decision at another company away" from collapse, and that neither company is expected to turn cash flow positive before 2030. The numbers back the framing.
#cash #free #flow
2 months ago
The electric vehicle (EV) industry has been going through turmoil, and barring market leader Tesla (TSLA), no other player has been able to make money in the U.S. market. Legacy automakers, which announced ambitious vehicle electrification plans, have lately been licking their wounds and booking massive losses.
The quantum of losses the Detroit Big 3 have announced is gigantic. Ford (F) announced a $19.5 billion write-down in its EV business in December 2025. General Motors (GM), which had once declared that it wouldn't sell gasoline cars after 2035, has written down $7.6 billion. Stellantis (STLA), meanwhile, leads the pack with a charge of $26.5 billion.
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The quantum of losses the Detroit Big 3 have announced is gigantic. Ford (F) announced a $19.5 billion write-down in its EV business in December 2025. General Motors (GM), which had once declared that it wouldn't sell gasoline cars after 2035, has written down $7.6 billion. Stellantis (STLA), meanwhile, leads the pack with a charge of $26.5 billion.
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2 months ago
Ford's (F) EV sales plunged 41% in Q2, dragging total U.S. sales down 10%, while General Motors (GM) posted a milder 4% decline.
Ford stock is up 2% year-to-date despite the company's sales miss, making it the best Detroit performer as Stellantis (STLA) stock has cratered 47% and GM stock has shed 8%.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Stellantis didn't make the cut. Grab the names FREE today.
Shares of Ford (NYSE:F) are down 2% to $13 in Thursday midday trading, putting the stock on track for a fourth straight down day. The catalyst is a soft Q2 U.S. sales report, and the slide has investors asking whether the money would be better parked in a Detroit rival.
Both General Motors (NYSE:GM) and Stellantis (NYSE:STLA) shares are trading roughly flat today, at $75 and $6, respectively. Yet, the year-to-date scoreboard tells a more surprising story than the last four sessions suggest.
Ford stock is up 2% year-to-date despite the company's sales miss, making it the best Detroit performer as Stellantis (STLA) stock has cratered 47% and GM stock has shed 8%.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Stellantis didn't make the cut. Grab the names FREE today.
Shares of Ford (NYSE:F) are down 2% to $13 in Thursday midday trading, putting the stock on track for a fourth straight down day. The catalyst is a soft Q2 U.S. sales report, and the slide has investors asking whether the money would be better parked in a Detroit rival.
Both General Motors (NYSE:GM) and Stellantis (NYSE:STLA) shares are trading roughly flat today, at $75 and $6, respectively. Yet, the year-to-date scoreboard tells a more surprising story than the last four sessions suggest.
3 months ago
Stellantis (STLA) earns a C− after Filosa's first year, with shares down 39% and a $22 billion net loss dragging the 2026 dividend suspension.
Q1 2026 EPS tripled **** yst estimates at $0.25, and North America flipped from a $634 million loss to a $308 million profit.
Filosa's grade could rise with positive free cash flow before 2027, but another warranty crisis or Chinese rival gains could push it lower.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Stellantis didn't make the cut. Grab the names FREE today.
One year into Antonio Filosa's tenure as Stellantis (NYSE: STLA) chief executive officer, the verdict from investors is harsh, the operational data is genuinely mixed, and the strategic bets are still loading. Its shares have lost 38.7% since Filosa formally took the helm on June 23, 2025, closing at $5.74 on June 25, 2026, versus $9.36 at his start.
Q1 2026 EPS tripled **** yst estimates at $0.25, and North America flipped from a $634 million loss to a $308 million profit.
Filosa's grade could rise with positive free cash flow before 2027, but another warranty crisis or Chinese rival gains could push it lower.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Stellantis didn't make the cut. Grab the names FREE today.
One year into Antonio Filosa's tenure as Stellantis (NYSE: STLA) chief executive officer, the verdict from investors is harsh, the operational data is genuinely mixed, and the strategic bets are still loading. Its shares have lost 38.7% since Filosa formally took the helm on June 23, 2025, closing at $5.74 on June 25, 2026, versus $9.36 at his start.
3 months ago
Pony AI Inc. (NASDAQ::PONY) is one of the 10 Best 52-Week Low Technology Stocks to Buy According to **** ysts. On June 9, in collaboration with Stellantis and Bolt, Pony AI Inc. (NASDAQ:PONY), a global leader in autonomous driving technology, launched a mobility pilot program in Luxembourg. This will allow the companies to test autonomous vehicle technology in the country's local traffic. The testing program focused on the safety, performance, and regulatory readiness of Pony's seventh-generation autonomous vehicles. Moreover, the partners are preparing the pilot program, which is designed to test the technologies and operational processes required to support safe mobility in cities. The pilot program was based on earlier plans by Stellantis, Pony, and Bolt to help expand mobility solutions in Europe. This shows autonomous companies are heavily focused on delivering driverless transportation services on a larger scale.
Dr. James Peng, Founder and CEO of Pony, remarked,
"Luxembourg's forward-looking regulatory environment provides a strong foundation for autonomous mobility testing in Europe. Together with Bolt and Stellantis, we look forward to validating Pony.ai's technology in local traffic scenarios and supporting the responsible development of autonomous mobility across the region."
Earlier on May 28, Barclays **** yst Jiong Shao reiterated a Hold rating on Pony AI Inc. (NASDAQ:PONY) with a target price of $10. The firm's price target suggests an additional 19% upside from the current levels.
Pony AI Inc. (NASDAQ:PONY) is involved in the autonomous mobility sector. It provides several AV services, including software deployment, vehicle engineering, and more. It also offers logistics platforms with transportation services, along with licensing and applications business that includes personally owned vehicle intelligent solutions, data **** ytics tools, and more.
Dr. James Peng, Founder and CEO of Pony, remarked,
"Luxembourg's forward-looking regulatory environment provides a strong foundation for autonomous mobility testing in Europe. Together with Bolt and Stellantis, we look forward to validating Pony.ai's technology in local traffic scenarios and supporting the responsible development of autonomous mobility across the region."
Earlier on May 28, Barclays **** yst Jiong Shao reiterated a Hold rating on Pony AI Inc. (NASDAQ:PONY) with a target price of $10. The firm's price target suggests an additional 19% upside from the current levels.
Pony AI Inc. (NASDAQ:PONY) is involved in the autonomous mobility sector. It provides several AV services, including software deployment, vehicle engineering, and more. It also offers logistics platforms with transportation services, along with licensing and applications business that includes personally owned vehicle intelligent solutions, data **** ytics tools, and more.
3 months ago
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At Carvana, what's old is old and what's new is new.
The internet-age used car giant said this week it is cruising further into the sale of new vehicles, turning the Stellantis franchise dealership it owns in Dallas, Texas, into a test-drive center for shoppers on its e-commerce platform. It's a possible preview of how the company aims to transform both itself and, possibly, the entire car-buying experience. Again.
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READ ALSO: Accenture Plummets as Forecast Highlights Pressure on Consultants and Apple Joins the High-Tech Price-Hike Club
At Carvana, what's old is old and what's new is new.
The internet-age used car giant said this week it is cruising further into the sale of new vehicles, turning the Stellantis franchise dealership it owns in Dallas, Texas, into a test-drive center for shoppers on its e-commerce platform. It's a possible preview of how the company aims to transform both itself and, possibly, the entire car-buying experience. Again.
Sign up for The Daily Upside at no cost for premium ******* ysis on all your favorite stocks.
READ ALSO: Accenture Plummets as Forecast Highlights Pressure on Consultants and Apple Joins the High-Tech Price-Hike Club
10 months ago
Dec. 3 (UPI) -- President Donald Trump on Wednesday announced plans to lower fuel-economy and emissions standards imposed by the Biden administration.
The president spoke on the matter at 2:30 p.m. EST from the Oval Office with executives from Ford, General Motors and Stellantis in attendance, Bloomberg and The New York Times reported.
He proposed lowering President Joe Biden's fuel-economy standards from an average of 50 miles per gallon by 2031 for new vehicles to an average of 34.5 mpg, The Washington Post reported.
The federal government estimated new vehicles sold in the United States
The president spoke on the matter at 2:30 p.m. EST from the Oval Office with executives from Ford, General Motors and Stellantis in attendance, Bloomberg and The New York Times reported.
He proposed lowering President Joe Biden's fuel-economy standards from an average of 50 miles per gallon by 2031 for new vehicles to an average of 34.5 mpg, The Washington Post reported.
The federal government estimated new vehicles sold in the United States
10 months ago
President Donald Trump announced Wednesday a reset of Joe Biden's fuel-economy standards, arguing it will lower US car prices -- but critics warned it would worsen climate change and leave drivers paying more at the pump.
Trump was flanked in the Oval Office by the CEOs of Ford and Stellantis and a senior General Motors official, a show of buy-in from Detroit's "Big Three."
"My administration is taking historic action to lower costs for American consumers, protect American auto jobs and make buying a car much more affordable," the US president said.
"Today is a victory (for) common sense an
Trump was flanked in the Oval Office by the CEOs of Ford and Stellantis and a senior General Motors official, a show of buy-in from Detroit's "Big Three."
"My administration is taking historic action to lower costs for American consumers, protect American auto jobs and make buying a car much more affordable," the US president said.
"Today is a victory (for) common sense an
