
Companies such as Caterpillar and Cummins are pivoting to feed a booming market for once-prosaic machinery.
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

Companies such as Caterpillar and Cummins are pivoting to feed a booming market for once-prosaic machinery.

General Motors Co (NYSE:GM) is abandoning one of the most storied American automobile brands in the world’s largest auto market, and Ford Motor Company (NYSE:F) announced a different kind of pullback. Together, the two moves demonstrate how much American manufacturers have lost their foothold in China. Chevrolet Retires After 21 Years According to a report in […]

America’s trade war has left its two largest automakers sparring over favorable tariffs on imports, batteries and more.

Earlier this month, Blue Bird Corporation announced a collaboration with Ford Motor under which Blue Bird will design, build, and sell the next-generation F-53/F-59 commercial stripped chassis using Ford powertrains, while Ford separately committed billions of US dollars to retool its Louisville plant for the Fathom electric truck and to shift Lincoln production to the U.S. by 2030 in response to high China tariffs and new regulations. Together, these moves highlight Ford’s push to deepen...
Investing.com -- The US and Canada still have significant differences to resolve before an August 19 deadline for threatened 50% tariffs on a range of Canadian products, Bloomberg reported on Saturday.

Ford Motor (NYSE:F) plans to shift production of its Lincoln vehicles from China to U.S. plants by 2030 in response to tariffs and regulatory hurdles. The move affects Lincoln models currently sourced from China and is intended to reduce exposure to trade related costs and policy changes. Ford expects the transition to reshape its manufacturing footprint, supply chain and workforce allocation over the coming years. The decision aligns Lincoln more closely with U.S. production at a time when...

Ford Motor Co. is reportedly preparing to move production of some Lincoln models from China to the U.S. beginning in 2030, as high Trump tariffs and tighter restrictions on Chinese vehicle technology reshape the automaker’s production strategy. Lincoln Nautilus Attracts...

A struggling EV startup with one brand and massive losses somehow carries a higher market cap than a global automaker selling millions of vehicles across a dozen household names. The math looks broken, but the reason behind it reveals something uncomfortable about the future of the car industry.

GM is restarting EV battery production in Ohio after a seven-month shutdown, with about 1,400 workers expected back.

The U.S. auto industry's retreat from China is accelerating, while Chinese carmakers are inching closer to the American market despite attempts to keep them out .
Detroit's automakers plan to argue to the Trump administration that certain proposals floated as par

Ford expects to begin prototype builds of the Fathom EV in the first quarter of 2027.

GM's 13.1% monthly gain reflects stronger core operations, improving earnings prospects and growth in software and digital services.

Ford Motor Co. is investing $2 billion to transform its Louisville Assembly Plant for production of the new Fathom electric truck in 2027.

The Lincoln Nautilus, currently subject to a 52.5% U.S. tariff, is the main vehicle Ford imports from China
Lincoln vehicles imported from China are currently subject to U.S. tariff rate of 52.5%, which significantly reduces the company’s profit margins.

The decision reflects mounting tariff costs and regulatory constraints tied to vehicles made in China and sold in the American market.

<body><p>STORY: :: Nora Eckert, Autos Correspondent</p><p>:: Detroit, Michigan/ August 12, 2026</p><p>Why is Ford moving some auto production from China to the U.S.? Ford is moving production of its Lincoln models for the U.S. market out of China, back to the U.S. This is a substantial move for Ford, as it faces pretty hefty tariffs under the Trump administration. One of its Lincoln models, the Nautilus, had about 52.5% tariffs that it had been facing for the last year. </p><p>Ford CEO Jim Farley told us that the automaker had been preparing to make this move for some time. I mean, these tariffs have been in place for many months now, and that although Ford has a very strong U.S. production base, it found capacity to move even more production to the US from China.</p><p>Discussions around what Ford was going to do with its China produced models came up several months ago, as we were examining some reporting around the Connected Vehicle Rule, which is a Commerce Department regulation that bans the use of connected vehicle software and hardware from China in the U.S. And Ford has one particular model produced in China, the Lincoln Nautilus, that they previously said they might need to seek a specific authorization from Commerce to continue selling in the U.S. </p><p>But Ford told us this week that they no longer needed an authorization that the vehicle was able to sell in the U.S without any Commerce approval. U.S. Commerce Secretary Howard Lutnick told us that Ford's move is really encouraging, and that he wants to see more automakers following this pattern. We already saw GM onshore production of its Buick Envision model from China to the U.S., and we might be seeing more of these announcements as automakers confront a tariff landscape that seems here to stay.</p></body>

Ford Motor stock has delivered a 45.1% total return over the past five years, yet current valuation checks send mixed signals as the Discounted Cash Flow (DCF) intrinsic value estimate points to a premium while market based multiples suggest the shares may be on the cheap side. A 45.1% return over five years shows that long term shareholders in Ford Motor have been rewarded, which raises the bar for what counts as good value today. Recent headlines on Ford Motor's expanded commercial...

The Dearborn automaker said that as part of the plan it also will phase out importing Lincoln vehicles from China for sale in the United States.
Ford Motor Company (F) plans to move production of some Lincoln models from China to the US beginnin

Tesla's stock has cratered 26% this year while rivals circle, but a fresh wave of data from the world's largest car market suggests the company's fortunes may be shifting faster than Wall Street expected.
In today's Chart of the Day, Yahoo Finance Markets & Data Editor Jared Blikre breaks down the tech market’s latest reset, why valuations are becoming more attractive even as earnings remain strong, and what it could mean for the broader bull market heading into the end of the year.

UBER moves closer to launching autonomous rides in London after TfL licensed Wayve vehicles, with strong rider interest supporting rollout plans.

GM is exiting its Indiana battery JV with Samsung SDI as weaker EV demand prompts a pullback in battery investments.

General Motors' $4.5B parts plan aims to shield production from supply shocks by securing critical inventory ahead of potential disruptions.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.