Search: GM - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	GM	$83.67 $83.67 -0.0%	N/A	Finnhub News	—	Finnhub - GM GM invests millions in Ontario plant for next...
Feb 18	GM	$83.67 $83.67 -0.0%	N/A	Finnhub News	—	Finnhub - GM Ford Recalibrates EV Strategy While Tesla Piv...
Feb 18	GM	$83.67 $83.67 -0.0%	N/A	Finnhub News	—	Finnhub - GM GM invests in Ontario plant for next-gen truc...
Feb 18	GM	$83.67 $83.67 -0.0%	N/A	Finnhub News	—	Finnhub - GM GM Invests Additional $63 Million at Oshawa A...
Feb 18	GM	$83.67 $83.67 -0.0%	N/A	Finnhub News	—	Finnhub - GM GM Stock Up 42% in 6 Months: Worth Holding On...
Feb 17	GM	$81.22 $83.67 +3.0%	N/A	Finnhub News	—	Finnhub - GM Washcoat Composition And Coating Techniques P...
Feb 17	GM	$81.22 $83.67 +3.0%	LONG	@financialjuice	GM's CFO states the tariff environment is stabilizing, which is positive for the company by reducing trade uncertainty and potential cost impacts.	@LiveSquawk SoftBank Group Dissolves Share Stake In Nvidi...
Feb 17	GM	$81.22 $83.67 +3.0%	N/A	Finnhub News	—	Finnhub - GM General Motors Company (GM) Is a Trending Sto...
Feb 17	GM	$81.22 $83.67 +3.0%	N/A	Finnhub News	—	Finnhub - GM General Motors Company (GM) Presents at Citi'...
Feb 17	GM	$81.22 $83.67 +3.0%	N/A	Finnhub News	—	Finnhub - GM Morning Minute: Harvard Sells Bitcoin for Eth...
Feb 17	GM	$81.22 $83.67 +3.0%	N/A	Finnhub News	—	Finnhub - GM General Motors CFO Says The "Tariff Environme...
Feb 17	GM	$81.22 $83.67 +3.0%	N/A	Finnhub News	—	Finnhub - GM Magna Stock Revs Nearly 20% In Massive Volume...
Feb 17	GM	$81.22 $83.67 +3.0%	N/A	Finnhub News	—	Finnhub - GM 2 S&P 500 Stocks to Research Further and 1 We...
Feb 16	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM General Motors Taps Lucid Veteran To Steer EV...
Feb 16	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM 2 Value Stocks with Exciting Potential and 1 ...
Feb 15	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM General Motors Company (GM) CEO Nailed It, Sa...
Feb 15	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM Diamond Hill Select Strategy Q4 2025 Portfoli...
Feb 15	GM	$81.08 $83.67 +3.2%	WATCH	Ed Glazer Economics Professor, Harvard University	Glazer contrasts the bus industry with the auto industry: "Between 1995 and 2025, the quality adjusted cost of a new car dropped by 40%... The miracles of low cost come from scale economies." The bus industry is broken because it ignores the manufacturing principles of GM and Toyota. If the bus market reforms toward standardization (as Johnson suggests), it either opens the door for these auto-giants to enter the market with their superior scale, or they serve as the benchmark for how manufacturing must evolve. WATCH for entry into the mass-transit hardware space or partnerships with transit agencies. They remain focused solely on consumer vehicles and ignore the B2G (Business to Government) market.	Bloomberg Markets How America Ended Up Paying So Much for Publi...
Feb 14	GM	$81.08 $83.67 +3.2%	SHORT	Steve Rattner Economic Analyst / CEO of Willett Advisors	"When you put a tariff on auto parts, you're actually hurting what we call the OEMs... Ford, I think, losing $900 million because of tariffs." Protectionist policies are backfiring on legacy US automakers. Instead of protecting them, tariffs on imported parts increase their Cost of Goods Sold (COGS), compressing margins while they are already struggling with the EV transition. SHORT/AVOID. Policy headwinds are directly attacking profitability. Government bailouts or subsidies offsetting tariff costs.	Bloomberg Markets Is Trump’s Manufacturing Comeback Real?
Feb 14	GM	$81.08 $83.67 +3.2%	LONG	Finnhub News	The EPA rollback under Trump is presented as a benefit for Ford and GM by reducing compliance costs, potentially slowing the EV transition.	Finnhub - GM Trump Ends 'EV Era' With Massive EPA Rollback...
Feb 14	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM Is General Motors (GM) Pricing In Its EV Push...
Feb 14	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM Possible Bearish Signals With General Motors ...
Feb 14	GM	$81.08 $83.67 +3.2%	SHORT	Steve Rattner Economic Analyst / CEO of Willett Advisors	Rattner notes that US manufacturing output is declining and automakers are taking "large charges" to modify/exit EV businesses due to the new administration's anti-EV stance. He explicitly mentions Ford losing $900 million due to tariffs on imported parts. The sector faces a double whammy: Tariffs on parts raise the Cost of Goods Sold (COGS) for US OEMs, while policy whiplash regarding EVs destroys the ROI on capital previously deployed to comply with mandates. SHORT US legacy automakers as they face margin compression from tariffs and strategic confusion. Sudden reversal of tariff policies or unexpected subsidies for legacy auto.	Bloomberg Markets Wall Street Week \| Rattner on Manufacturing, ...
Feb 13	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM GM Stock Can Move Higher After a Strong Year,...
Feb 13	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM Morning Minute: Coinbase Reports $667 Million...
Feb 13	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM Iconic car maker raises dividend by 20% after...
Feb 13	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM Anthropic Adds New Board Member as It Eyes IP...
Feb 13	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM Alphabet Century Bond Draws Questions
Feb 13	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM Anthropic taps ex-Microsoft CFO, Trump aide L...
Feb 13	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM Alphabet's $100 Billlion Century Bond Raises ...
Feb 13	GM	$81.08 $83.67 +3.2%	N/A	Finnhub News	—	Finnhub - GM CFOs On the Move: Week ending Feb. 13
Feb 12	GM	$79.93 $83.67 +4.7%	LONG	Donald Trump President of the United States	"Terminating the so-called endangerment finding... damaged the American auto industry... This action will eliminate over $1.3 trillion of regulatory costs and help bring car prices tumbling down." The repeal of the Endangerment Finding effectively kills federal emissions mandates that forced automakers to subsidize EV production with ICE profits. Legacy US automakers (GM, Ford) rely on high-margin trucks and SUVs (ICE vehicles). Deregulation allows them to maximize production of their most profitable units without buying regulatory credits or forcing unprofitable EV volume. LONG legacy US automakers as regulatory overhead vanishes. Retaliatory tariffs from export markets or state-level (California/CARB) legal battles maintaining stricter standards.	Bloomberg Markets Trump Announces Repeal of Climate Endangermen...
Feb 12	GM	$79.93 $83.67 +4.7%	N/A	Finnhub News	—	Finnhub - GM B&J Welding Supply Expands Footprint with GM ...
Feb 12	GM	$79.93 $83.67 +4.7%	WATCH	Peter Navarro Senior Counsel on Trade and Manufacturing (Trump Adviser)	Navarro states USMCA has "significant flaws" and will be "re-evaluated in July." He accuses Mexico and Canada of being "staging areas" for Chinese goods to evade US tariffs. This rhetoric signals imminent trade friction. If tariffs are slapped on Canadian/Mexican imports to close "loopholes," it hurts the Canadian economy (EWC/FXC) and US automakers with integrated cross-border supply chains (GM). WATCH/AVOID assets heavily exposed to cross-border North American trade until the July re-evaluation clarifies the tariff regime. The administration may bluff for leverage without actually imposing damaging tariffs.	Bloomberg Markets Trump Adviser Navarro on the Attack Against D...
Feb 12	GM	$79.93 $83.67 +4.7%	AVOID	Laura Davison Washington Bureau Chief	A USMCA withdrawal "would really eliminate all the rules of the road of trade in North America and could be a huge upset due to global trading patterns." The automotive sector has the most deeply integrated cross-border supply chains between the US, Canada, and Mexico. Uncertainty regarding the USMCA or persistent tariffs disrupts logistics and raises input costs for legacy automakers, squeezing margins. Avoid North American automakers heavily reliant on cross-border manufacturing. Tariffs are removed, leading to a relief rally in industrial supply chains.	Bloomberg Markets US House Votes to End Trump's Canada Tariffs
Feb 12	GM	$79.93 $83.67 +4.7%	N/A	Finnhub News	—	Finnhub - GM Morning Minute: Coinbase Gives AI Agents Thei...
Feb 12	GM	$79.93 $83.67 +4.7%	N/A	Finnhub News	—	Finnhub - GM WAJAX ANNOUNCES APPOINTMENT OF GEORGE J. MCCL...
Feb 12	GM	$79.93 $83.67 +4.7%	N/A	Finnhub News	—	Finnhub - GM Why I'm Putting The Pedal To The Metal On Gen...
Feb 11	GM	$79.82 $83.67 +4.8%	SHORT	Kailey Leinz Bloomberg Reporter	Trump visited a Ford Motor plant and called the USMCA agreement "irrelevant." Legacy US automakers have deeply integrated cross-border supply chains with Canada and Mexico. If USMCA is scrapped or borders are thickened by tariffs/blockades, production costs for Ford and GM will spike, and logistics will become chaotic. SHORT / AVOID. The auto sector cannot efficiently operate without the certainty of the trilateral trade agreement. Trump may offer specific subsidies or exemptions to US-domiciled manufacturers that offset tariff pain.	Bloomberg Markets Trump Privately Weighs Quitting USMCA Trade P...
Feb 11	GM	$79.82 $83.67 +4.8%	WATCH	Tom Donnelly CEO, Mazda North America	Donnelly notes the market "sweet spot" is currently under $30k and consumers are taking twice as long (5-6 weeks) to pull the trigger on purchases. Domestic OEMs like Ford and GM rely heavily on high-margin trucks and large SUVs with Average Transaction Prices (ATPs) often exceeding $50k-$60k. If the volume is aggressively shifting to sub-$30k sedans and used cars, these manufacturers face a negative mix shift and potential margin compression. Watch for inventory bloat in high-end trims for domestic manufacturers; the consumer is signaling an inability to absorb higher prices. Introduction of new incentives or rate cuts that lower monthly payments, reigniting demand for high-ticket trucks.	CNBC Mazda North America CEO: Consumers may be ext...
Feb 11	GM	$79.82 $83.67 +4.8%	N/A	Finnhub News	—	Finnhub - GM DZ Bank is Bullish on General Motors Company ...
Feb 11	GM	$79.82 $83.67 +4.8%	N/A	Finnhub News	—	Finnhub - GM Genflow Biosciences PLC Announces Notice of G...
Feb 11	GM	$79.82 $83.67 +4.8%	N/A	Finnhub News	—	Finnhub - GM What Catalysts Are Shifting The Story For Gla...
Feb 10	GM	$80.27 $83.67 +4.2%	LONG	Karoline Leavitt White House Press Secretary	The administration has introduced "auto loan interest deductions on new American-made vehicles" and is cutting EPA regulations to save "$2,400 per vehicle." This is a dual-pronged stimulus for Detroit automakers. The regulatory cuts lower the Cost of Goods Sold (COGS), while the tax deduction on interest creates a distinct competitive advantage for US-made cars over foreign imports (Toyota/Honda) for the consumer. LONG US Legacy Automakers. Margins expand via deregulation, and volume expands via tax-advantaged demand. Retaliatory tariffs from trading partners could hurt international sales for these global brands.	CNBC White House press secretary Karoline Leavitt ...

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