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27.10.25 - 19:18
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Goldman Spots Four Big Takeaways From Last Week′s U.S. Auto, Industrial Tech Earnings (ZeroHedge)
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Goldman Spots Four Big Takeaways From Last Week's U.S. Auto, Industrial Tech Earnings
Goldman analysts highlighted several critical themes, including AI, autonomy, and robotics, alongside solid US auto demand, after last week's earnings from Tesla (TSLA), General Motors (GM), Ford (F), Visteon (VC), Gentex (GNTX), QuantumScape (QS), Mobileye (MBLY), Amphenol (APH), and Vertiv (VRT).
Analyst Mark Delaney found that datacenter capex remains robust, as indicated by earnings reports from Amphenol and Vertiv. He said General Motors and Ford had solid earnings, suggesting that healthy consumer credit performance is tied to prime borrowers. However, he warned that the Nexperia-related mess in the chip industry could disrupt auto supply chains worldwide (read here).
Delaney outlined four key observations after last week's earnings reports:
Datacenter capex trends are robust per Amphenol and Vertiv;
Auto demand is solid in the US, per GM and Ford;
The export restriction on Nexpe...
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24.10.25 - 15:30
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GM Cuts 200 Jobs At Michigan Tech Center Days After Stronger Than Expected Earnings Report (ZeroHedge)
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GM Cuts 200 Jobs At Michigan Tech Center Days After Stronger Than Expected Earnings Report
General Motors Co. laid off more than 200 salaried employees on Friday, mostly at its Tech Center in Warren, Michigan, according to Bloomberg.
The cuts, announced around 7 a.m. via a Slack message, were attributed to “business conditions” rather than performance, according to people familiar with the meeting.
A GM spokesperson said the move targeted overlapping roles in design engineering, explaining, “We're restructuring our design engineering team to strengthen our core architectural design engineering capabilities. As a result, a number of CAD execution roles have been eliminated. We recognize the efforts and accomplishments of the impacted team members, and we thank them for their contributions.”
Bloomberg writes that the job reductions are part of a broader effort to streamline operations and boost profitability amid tariffs and slower electric-vehicle sales. Earlier in the week, GM reporte...
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24.10.25 - 15:27
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Ford mit Top-Zahlen – Aktie trotz kassierter Prognose kräftig vorne (Der Aktionaer)
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Während Europas Autobauer und deren Aktienkurse schwächeln, liefert die US-Konkurrenz ab: Nachdem General Motors am Dienstag die Erwartungen übertroffen und die Aktie kräftig zugelegt hat, liefert nun auch Ford. Der Konzern übertraf trotz Lieferproblemen ebenfalls die Erwartungen. Trotz gekappter Prognose steigt die Aktie vorbörslich um rund vier Prozent...
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21.10.25 - 18:06
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General Motors lifts financial forecast as Trump tariff outlook improves (The Guardian)
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Detroit automaker expects 2025 adjusted core profit to be between $12bn and $13bn as it faces weakening EV marketGeneral Motors lifted its financial outlook for the year and slightly lowered its expected hit from tariffs, as the automaker awaits expected relief on tariffs in the US while confronting a weakening market for electric vehicles.The company now expects its annual adjusted core profit to be between $12bn and $13bn, compared with its prior estimate of $10bn to $12.5bn. The Detroit automaker said tariffs would hit its bottom line less than anticipated, lowering its updated impact to a range of $3.5bn to $4.5bn, from a previous $4bn to $5bn. Continue reading......
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21.10.25 - 16:12
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GM Spikes 11% After Raising Outlook On Trump Tariff Relief, Strong Truck Demand (ZeroHedge)
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GM Spikes 11% After Raising Outlook On Trump Tariff Relief, Strong Truck Demand
GM shares are trading up about 11% this morning after the automaker delivered stronger-than-expected third-quarter results and raised its 2025 outlook. The company reported adjusted EPS of $2.80 versus $2.31 expected and revenue of $48.59 billion versus $45.27 billion.
CEO Mary Barra said: “Thanks to the collective efforts of our team, and our compelling vehicle portfolio, GM delivered another very good quarter of earnings and free cash flow… we are raising our full-year guidance, underscoring our confidence in the company's trajectory.”
GM now expects $12–$13 billion in adjusted EBIT and $9.75–$10.50 in adjusted EPS for the year, both above prior forecasts. The company also lowered its expected tariff impact to between $3.5 billion and $4.5 billion, down from $4–$5 billion previously.
Barra thanked President Trump for “the important tariff updates” announced last week, which included new levies o...
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21.10.25 - 14:24
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GM Raises Outlook on Boost From Truck Sales, Tariff Relief (Bloomberg)
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General Motors Co. raised its full-year outlook and reported third-quarter results that beat Wall Street estimates. The automaker saw better-than-expected pickup truck sales and fresh relief from the Trump administration's tariffs on auto parts. General Motors CFO Paul Jacobson discusses the results, supply chain challenges, and the impact of tariffs on the auto industry on “Bloomberg Surveillance.” (Source: Bloomberg)...
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21.10.25 - 14:06
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Autobauer: General Motors macht mehr Gewinn und hebt Prognose an (Handelsblatt)
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Trumps Importzölle kosten den Konzern aus Detroit weniger als bisher gedacht. Die höheren Erwartungen lassen Anleger an der Börsen zugreifen... --- Im dritten Quartal übertraf GM mit Marken wie Chevrolet, GMC, Cadillac und Buick die Markterwartungen: Der bereinigte Gewinn je Aktie sank zwar auf 2,80 Dollar, lag damit aber deutlich über den Schätzungen der Analysten von 2,31 Dollar. Der Umsatz fiel leicht auf 48,6 Milliarden Dollar. Der Konzern verbuchte zudem eine Belastung von 1,6 Milliarden Dollar im Zusammenhang mit Änderungen seiner Strategie für Elektroautos..
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