TSLA358.0801.5%
GM84.290-1.08%
F13.365-0.135%
RIVN15.230-0.31%
CYD33.8800.13%
HMC32.110-0.1%
TM192.210-3.26%
CVNA65.400-1.505%
PAG214.150-1.96%
LAD339.230-6.68%
AN195.370-8.24%
GPI262.220-13.23%
ABG195.210-9.94%
SAH72.690-2.09%
TSLA358.0801.5%
GM84.290-1.08%
F13.365-0.135%
RIVN15.230-0.31%
CYD33.8800.13%
HMC32.110-0.1%
TM192.210-3.26%
CVNA65.400-1.505%
PAG214.150-1.96%
LAD339.230-6.68%
AN195.370-8.24%
GPI262.220-13.23%
ABG195.210-9.94%
SAH72.690-2.09%
TSLA358.0801.5%
GM84.290-1.08%
F13.365-0.135%
RIVN15.230-0.31%
CYD33.8800.13%
HMC32.110-0.1%
TM192.210-3.26%
CVNA65.400-1.505%
PAG214.150-1.96%
LAD339.230-6.68%
AN195.370-8.24%
GPI262.220-13.23%
ABG195.210-9.94%
SAH72.690-2.09%

Headlines

U.S. factory output rises 0.6% as global tensions disrupt supply chains

U.S. factory output rises 0.6% as global tensions disrupt supply chains

- May 15, 2026
On the Dash: Auto production remains a key growth driver, reinforcing the industry’s outsized impact on broader manufacturing performance. AI-related demand is increasingly supporting vehicle and tech production, helping offset...
The Detroit Three cuts 20,000 salaried jobs, AI threatens to eliminate thousands more

Detroit Three cuts 20,000 salaried jobs, AI threatens to eliminate thousands more

- May 15, 2026
On the Dash: The Detroit Three have cut more than 20,000 salaried jobs from recent employment peaks. AI is now accelerating workforce reductions that began years before the technology emerged. ...
Ford stock surges as energy storage ambitions fuel investor optimism

Ford stock surges as energy storage ambitions fuel investor optimism

- May 15, 2026
On the Dash: Ford is expanding beyond vehicle manufacturing into energy storage and infrastructure markets tied to AI growth. Investor enthusiasm suggests Wall Street increasingly values automakers with diversified technology...
Stellantis expands China EV strategy with $1.17B Dongfeng partnership

Stellantis expands China EV strategy with $1.17B Dongfeng partnership

- May 15, 2026
On the Dash: Stellantis is accelerating its EV strategy through deeper partnerships with Chinese automakers and suppliers. China’s leadership in EV technology continues to reshape global manufacturing and sourcing decisions. ...
Toyota plans $2B Texas factory expansion amid U.S. production push

Toyota plans $2B Texas factory expansion amid U.S. production push

- May 15, 2026
On the Dash: Toyota is increasing U.S. production capacity as tariffs continue reshaping global vehicle sourcing and pricing. Expanded domestic truck production could improve inventory stability and reduce exposure to...
New-vehicle inventory holds steady as automakers push remaining 2025 stock

New-vehicle inventory holds steady as automakers push remaining 2025 stock

- May 15, 2026
On the Dash: Model year 2025 inventory dropped 36% month-over-month; 93% of lots are now model year 2026 vehicles. Dodge carries 142 days of supply; Toyota sits tight at just...
Auto loan balances newly entering serious delinquency held at 2.97% in Q1, as the pace of missed payments slowed.

Auto loan delinquencies hold near 3% as borrower stress eases

- May 14, 2026
On the Dash: Auto loan balances newly entering serious delinquency held at 2.97% in Q1 2026. Borrowers aged 18 to 29 posted the highest serious delinquency rates across all loan...
Trump’s China visit raises new questions for U.S. automakers

Trump’s China visit raises new questions for U.S. automakers

- May 14, 2026
On the Dash: Dealers should expect continued uncertainty around EV sourcing, tariffs, and future U.S.-China trade policy. National security concerns surrounding connected vehicles could reshape future technology standards and inventory...
Honda posts first annual loss as EV strategy reset triggers $10B writedown

Honda posts first annual loss as EV strategy reset triggers $10B writedown

- May 14, 2026
On the Dash: Honda’s renewed focus on hybrids could boost showroom demand as consumers continue to favor practical electrified options. Slower EV adoption is forcing automakers to prioritize profitability and...
More shoppers considering EVs, price and charging availability still driving many away

More shoppers considering EVs, price and charging availability still driving many away

- May 14, 2026
On the Dash: Gas prices pushed EV consideration higher in April, 26% now "very likely" to consider an EV Purchase price is the most frequent objection, followed by range and...
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