GM
General Motors Company
stockNYSE

Every time tesla reports the non-GAAP income to pump their numbers, but somehow GAAP is always lower. GAAP net income was $0.15 a share or $700 million. Compare to GM $3.7 billion in net income....

Hello guys I'm just wondering if anyone here has already taken the first-round RBC Capital Markets Interview(phone screen) for the Summer 2027 GM Quant Trading Internship. If so I would appreciate some help regarding what types of topics I should study for the interview (probability/market-making/mental math/behavioral/etc). Thanks in advance for any help!

I asked AI if there was a connection between  GM laying off 1000 employees and  weather it was connected with alloy kore.  General Motors has not officially announced a partnership with Alloy Kore, a conceptual connection exists between GM’s recent software engineering restructuring and the value proposition offered by platforms like Alloy Kore. The rationale behind why these industry movements closely align includes the following: 1. Shift from In-House Infrastructure to Commercial Platforms The Layoffs: When General Motors cut roughly 1,000 software and services jobs, the stated goal was to "simplify for speed and excellence" and prioritize high-impact investments like AI and consumer-facing features. Industry analysts noted this leaves automakers more reliant on outside partnerships for foundational architecture. [ 1, 2, 3, 4] The Alloy Kore Model: Developed jointly by QNX (BlackBerry) and Vector, Alloy Kore provides the basic "plumbing" (operating system, middleware, and safety certifications) of a Software-Defined Vehicle (SDV). [ 1, 2, 3] The Connection: Automakers have historically struggled with building complex, lower-level software infrastructure from scratch—evidenced by GM’s past infotainment and EV software glitches. Trimming in-house software teams aligns with a strategy to offload non-differentiating baseline infrastructure to out-of-the-box platforms like Alloy Kore, allowing remaining staff to focus strictly on user experience and applications. [ 1, 2, 3] 2. Radical Reduction in Integration Costs Platforms like Alloy Kore claim to reduce software integration efforts by up to 50% and cut safety certification costs by up to 65%. For a major OEM facing strict cost-efficiency pressures, adopting a standardized foundational OS allows them to drastically shrink the engineering headcount required just to maintain baseline code compatibility and testing. [ 1, 2, 3] 3. Industry Precedent Major global automakers are already shifting toward this exact model. For instance, Mercedes-Benz signed on as an early customer of Alloy Kore, and major commercial truck ventures (like Volvo and Daimler’s Coretura) have selected it to standardize their next-generation vehicle software. If GM follows suit, it would be following a clear industry trend toward outsourcing the lower-level software stack. [ 1, 2, 3, 4] Would you like to take a closer look at how GM’s current software stack architecture compares to what Alloy Kore offers, or explore which other automakers are moving away from proprietary in-house software development? TechCrunch GM cuts 1,000 software jobs as it prioritizes quality and AI GM cuts 1,000 software jobs as it prioritizes quality and AI Sean O'Kane 7:30 AM PDT · August 19, 2024 Image Credits:GM General Motors is cutting around 1,000 s... Reuters GM lays off over 1,000 salaried software, services employees Aug 19, 2024 — GM lays off over 1,000 salaried software, services employees Aug 19 (Reuters) - General Motors (GM. N) , opens new tab said Monday it is laying off more than 1, General Motors How GM's AI and virtual labs are rewriting the vehicle ... Jun 18, 2026 — By reimagining vehicle development with AI tools, GM's engineers can make better decisions earlier in the process of building vehicles. LinkedIn · Conrad Layson Conrad Layson's Post - LinkedIn General Motors ' layoff of up to 1,000 software engineers is a counterintuitive move for an #oem pursuing the #softwaredefinedvehicle . | Conrad Layson Conrad L... Vector Informatik Foundational SDV Software Platform | Alloy Kore | Vector Platform: Alloy Kore foundational software platform jointly developed by Vector and QNX for software-defined vehicles (SDVs), selected by Coretura for commercia... YouTube · PLUGHITZ Live 4m Building Stronger Vehicle Software on QNX's Alloy Kore ... QNX Coretura Selects Alloy Kore for Its Commercial Vehicle ... Coretura, the Joint Venture Between Daimler Truck and Volvo Group, Selects Foundational Software Layer for Its Vehicle OS to Accelerate SDV Innovation * STUTTGA... Nasdaq QNX and Vector's Alloy Kore Attracts Mercedes QNX and Vector's Alloy Kore Attracts Mercedes-Benz in Push Toward Accelerating SDV Development * New Platform Empowers Automakers to Shift Software Engineering ... QNX Alloy Kore | The Foundational Automotive OS Product: Alloy Kore (Foundational Automotive OS/Vehicle Software Platform co-developed by QNX and Vector). Core Features: Pre-integrated real-time OS with commo... Yahoo Finance BlackBerry Expands SDV Reach With Alloy Kore ... BlackBerry Expands SDV Reach With Alloy Kore Design Win Explore stocks on Coinbase Trading disclosure BlackBerry Limited BB is strengthening its position in sof... GM Authority GM Trims Hundreds Of Salaried IT Workers GM Trims Hundreds Of Salaried IT Workers In a statement provided to Bloomberg, GM confirmed the cuts and said the move is tied to a broader restructuring effort...

GM guys

GM got earnings crash, what happens to TSLA, at higher interest rate era earnings

Uber currently cost around $1.10/mile on average. Depends what time, where, and what kind, but that’s the average. Median California data gives us $2.60/mile. At Waymo’s current production costs, that is the least they can collect and still break even on the car as they’d still need to average \~40k miles. But they’re still likely to run a significant operating loss as long as they are contracting fleet managers like Avis who take 10-30%. If they are using Uber, they also take 10-30%. Insurance alone, assuming it’s roughly equivalent to traditional auto insurance is likely to cost 20-80 cents per mile. So if we assume Waymo can charge $2.62/mile, at least 28% of their fare is already gone just in maintenance, networking, and insurance. Up to 90% is gone before Waymo even collects a dime. The goal is actually “up to around” 20k vehicles by end of 2027. And I’d treat that target as a stretch, rather than a forecast. They are trying to raise funding, after all… They only have 4k cars right now and that same target calls for up to around 8k cars by end of 2026. They currently have manufacturing capacity of 2k vehicles per year. They gonna squeeze out 4k cars in 10 weeks? Probably not. You’re right, the current bottleneck is software and regulatory approval. That’s true. But it’s not difficult to look down the road 12-24 months. Let’s not pretend Waymo has full regulatory approval and let’s not pretend that traditional cars don’t have their own stringent regulations that vary by state/country and legacy giants are experts in navigating. Waymo is only allowed is a few areas of a few cities under certain conditions. If this is a baseball game, we’re still in the top of the 1st inning, Waymo is up by a couple runs, and legacy giants haven’t even come up to bat yet. Waymo, assuming they continue their current business model (which I doubt), is dependent on auto manufacturers as they purchase their cars from Hyundai and Land Rover. Let’s assume Waymo meets double their annual output goal of 20k annually. Let’s assume they hit 40k. Analysts expect AV’s to eat 30-50% of car sales by 2035-2040. That’s 30-50 million cars per year. Even when we double their manufacturing capacity, Waymo can still only be able to meet a fraction of a percent of demand. Software and regulations are just a matter of time. It will be similar in to LLM’s. For a while ChatGPT was the only game in my town. Now there’s Anthropic, Gemini, Copilot, Muse, et al. Look forward as little as 12-24 months. What does the primary bottleneck look like then? Software will be available established as Volkswagen, Mercedes, and Hyundai will all have L4 autonomy. Possibly Toyota and GM, too. With Waymo operational in at least 15 cities, regulations will be clearer. The primary bottlenecks will become manufacturing capacity, established customer base, and networking capability. If AV’s eat 30-50% of car sales every manufacturer will be producing them just to survive. Every dealership and car rental company will be buying/running them just to survive. What Waymo lacks is the manufacturing capacity, customer base, and networking capability. Volkswagen/Mercedes/Hyundai/Toyota/GM obviously have the manufacturing capacity, and they the customers (dealerships), which will cost I don’t know how many billions for Waymo to replicate. Uber has the infastructure, which will cost $4B on the low end just to launch. But it will ultimately cost over $25B over the first couple years. The future of Waymo is obvious to me. Spending $25K in production costs on the driverless technology, buying cars, installing it, and renting it out for $2/mile doesn’t make sense. Focusing production just on the driverless technology and selling it to companies like Honda, who can produce an Accord for about $10k, install it more efficiently, and sell it to their franchised dealerships for \~$40k, who will run it on Uber and Lyft for $1-$2 a mile makes a lot more sense. That’s how you can get mature robotaxi costs to 50-80 cents per mile. None of the economics change, only the roles do. I see Tesla facing similar challenges as they famously don’t have franchised dealerships which are in the business of buying cars, maintaining fleets, and selling/renting them. Nor do they have any experience/success building/maintaining a global networking platform like Uber.

Why doesn't Elon just buy Rocketlab, Ford, GM, Mazda and Stellantis and make it illegal to start new car companies? Is he dumb?

You can’t name a large cap thats more overvalued than this one because there isn’t. If you replaced the CEO and gave the company a new name but the whole business stayed the same, the stock would be like $80, maybe 100 during peaks. Like GM or something

We all kinda saw this coming- but TESLA was far and away the first, had the charging infrastructure, and truthfully has the StarLink and AI power to optimize autonomous driving better than anyone else still I believe. But to have a market cap higher than Toyota and GM and Ford combined? Not sustainable. All other majors are now EV and hybrid players, and the Elon shine has turned a bit rusty IMHO

the july line is the whole story for me. collected on the 3 quiet ones, gave most of it back in one morning. and that was a 14.5% close down, not some freak tail nobody could have imagined. i only sell cash secured puts and covered calls, nothing naked, so i would not sell the straddle anyway. not selling into $GM or $NFLX today either. already rolled the puts i was worried about out to 2027, have not sold any new puts into this slide, october premium is $1,395 and i still have 30 positions open. only expiry i have on friday is a $HIMS Oct 23 $30 covered call, happy to let that one ride. with TSLA i would rather sit wednesday out and look again thursday once that 77% friday IV is gone.

Pretty indecisive day overall. Felt like a giant waiting room. ### 🧭 Where we closed: * **SPY:** $768.49 (🟢 +0.2622%) * **QQQ:** $717.68 (🔴 -0.0947%) * **VIX:** $16.98 (✅ Cooling) --- ### 🔥 The Movers: **🚀 Top Gainers:** * **BRZE** | $Price: 45.47 (Change: 51.35%) * **SAFX** | $Price: 0.21 (Change: 33.74%) * **MYGN** | $Price: 5.59 (Change: 32.90%) **📉 Top Losers:** * **GM** | $Price: 76.95 (Change: -7.00%) * **EOSE** | $Price: 1.70 (Change: -6.08%) * **SABR** | $Price: 1.57 (Change: -4.24%) **🌊 Volume Leaders:** * **BRZE** | $Price: 45.47 (Change: 51.35%) * **RKT** | $Price: 11.23 (Change: 4.90%) * **AGNC** | $Price: 8.79 (Change: 4.15%) --- 💬 **If you had to pick one ticker to swing into next session, what is it?** --- 📖 *Trying to figure out next day's play? Use free AI powered institutional flow, max pain levels, and breakout scanners for the after-hours session. [Check the live data here](https://stockbuyvest.com/screener).*

I wonder how my GM calls are doing...

no moves for me today, which feels like the move. not selling into $GM after this morning or $NFLX tonight, and definitely no new puts trying to catch this slide. i already did the messy part, rolled what i could out to 2027 at strikes i can actually live with, so i am sitting on 30 open positions and mostly just watching. october premium is $1,395 and that is fine, i do not need to force another trade to make the month look better. everything is cash secured too, not borrowing on margin, so the tied up buying power is annoying but it is not costing me interest while i wait. only thing close is my $HIMS Oct 23 $30 covered call, everything else has time.

Exactly my point. Stripped shitty R2 with one motor and RWD has range in the 180-200 real world miles in perfect weather, no off road capability, and it's still going to be 8-10k more than cars from Toyota and GM that will outperform it on range and build quality and some will have AWD.

Nobody knows the “real” answer but people can speculate. They may think they can get a higher ROI than what they can borrow. If you can get financing at 6%, and you’re confident you can make more than 7%, it may be strategic to borrow. They may think they can pay the debt down from government subsidies, if they manifest. They may sense that credit is going to be harder to obtain the future, or more expensive to obtain in the future. Ford sensed this in 2006 and issued billions of dollars in bonds. When the credit market went bust in 2008, the cash on hand from those bonds saved Ford from going bankrupt while GM and Chrysler wiped out their shareholders. Additionally, many companies issued bonds in 2020-2021 because they could get 20 year bonds at 1%. Many capital intensive businesses will issue bonds but maintain cash to cover unexpected costs and cyclical downturns. Ford is another example of this. Bond issuances do not inherently equal bad situation. Companies should be transparent about why they are issuing bonds, though.

3M (MMM) Beat # $2.50 EPS Revenue: approximately $6.58B Adjusted earnings exceeded the $2.39 consensus estimate. Full-year adjusted EPS guidance increased to $9.10–$9.15. This is a positive sign for profitability and operating execution. RTX Corporation (RTX) Beat # $2.26 EPS Revenue: approximately $25.0B Adjusted EPS beat the $1.78 estimate, and the company raised its full-year outlook. Defence and aerospace demand remain important drivers. General Motors (GM) Mixed # $3.70 EPS Revenue: approximately $50.0B Earnings exceeded estimates, but the full-year adjusted EBIT outlook was narrowed. The board also approved a $20B share buyback. The weaker outlook helps explain why the stock fell despite the earnings beat. GE Aerospace (GE) Raised outlook # $2.25 adjusted EPS Revenue: approximately $13.29B Adjusted EPS beat estimates of $2.01. The company raised its annual adjusted EPS forecast to $8.00–$8.10, supported by demand for commercial engine repairs and spare parts.

Most definitely! Also think it is no coincidence that it happened the day GM announced earnings along with a 20 Billion buy back, those ARR’s are looking good in GM ;)

I think people just don't understand, that if you want to find companies that are growing at an alarming rate, you basically have to invest in tech. Buying GM for instance gives you what? 2% growth per year? NBIS is like doubling revenue every quarter.....just saying

Loving it! No coincidence that it was released on the day GM released earnings!

Good morning, SqueezeFinders! Yesterday's price action on the $QQQ tech index showed that the bulls are now stepping in to try and stabilize and prevent a total collapse under 700. The recent close at 718.36 (+1.21%) leaves only a few percent cushion to 700 psychological level. The main directional sentiments today are a mix of the below detailed economic data releases, ongoing developments in the Middle-East/Eastern Europe, and some large earnings reports ($GE, $GM, $RTX, $MMM in premarket, and then $SPCX, $NFLX in after-hours). This market is very dynamic and has been unpredictable as far as risk-tolerance goes, as one day we're running, and the next we're crashing. Stay tuned for what's squeezy. Regardless of broader market sentiment, you can always locate relative strength by checking SqueezeRadar to track irregularities in our data, and find winners you may not have spotted before without our scanners. Also, make sure to check out our newest tool (developed by me), "Dracula's Library"! This tool allows you to quickly gather information on recent catalysts, and analyst/Institutional price targets all in one small graphical interface on our platform, all powered by AI. 🥇 Gold: \~$4,140/oz (-0.4%) 🥈 Silver: \~$57/oz (+0.2%) 🪙 Bitcoin: \~$81.7k/coin (-1.4%) 🛢️ Oil: \~$99.40/barrel (+0.9%) Today's economic data releases are: 🇺🇸 ADP Employment Change Weekly @ 8:15AM ET 🇺🇸 Housing Starts (Sep) @ 8:30AM ET 🇺🇸 Building Permits (Sep) @ 8:30AM ET 🇺🇸 Atlanta Fed GDPNow (Q3) @ 10:00AM ET 🇺🇸 Pending Home Sales (Sep) @ 10:00AM ET 🇺🇸 API Weekly Crude Oil Stock @ 4:30PM ET 📙Breakdown point: BELOW this price, the move will lose momentum significantly in the short-term, as shorts will gain confidence encouraging them to short more. Reducing probability of a squeeze without a catalyst. 📙Breakout point: ABOVE this price, the move will gain momentum significantly in the short-term, as shorts losses will increase pressuring them to cover. Increasing the probability of a squeeze occurring, especially if with a catalyst. 4. $ODD Squeezability Score: 48% Juice Target: 36.8 Confidence: 🍊 🍊 Price: 23.03 (+2.67%) Breakdown point: 20.7 Breakout point: 23.7 (continuation into the gap) Mentions (30D): 5 Event/Condition: Morgan Stanley raised its price target from $16.50 to $18.50 while maintaining an equal-weight rating as the shares recovered from prior drawdowns and Zacks upgraded the stock to strong-buy + earlier Q2 results delivered revenue of roughly $180.5 million that beat consensus and non-GAAP EPS of $0.20 versus the $0.12 estimate with management guiding to sequential revenue improvement in the third quarter + the data-driven beauty platform and contributions from Spoiled Child and MethodIQ continue to support the longer-term growth narrative despite near-term sales pressure at IL MAKIAGE + Recent price target 🎯 of $21 from Evercore ISI + Recent price target 🎯 of $18.50 from Morgan Stanley + Recent price target 🎯 of $18 from Truist 5. $MUR Squeezability Score: 33% Juice Target: 54.6 Confidence: 🍊 🍊 🍊 Price: 42.54 (+1.92%) Breakdown point: 40.0 Breakout point: 44.6 Mentions (30D): 2 Event/Condition: Successful appraisal at the Bubale West-1X well offshore Côte d’Ivoire encountered 88 feet of net oil pay while an exploration discovery at the Lac Da Trang North-1X well offshore Vietnam found 131 feet of net oil pay and the Lac Da Vang field achieved first oil with Chinook #8 coming online at nearly 15 MBOEPD in the Gulf of America + the Vietnam development is expected to ramp toward net peak production of 10,000–15,000 BOEPD in 2028–2029 with potential tieback infrastructure supporting capital-efficient growth + the board declared a quarterly dividend of $0.35 per share and the company scheduled its third-quarter earnings call for November 5 as offshore activity expands the resource base + Recent price target 🎯 of $44 from Mizuho + Recent price target 🎯 of $40 from UBS + Recent price target 🎯 of $37 from Morgan Stanley Gain access to all our cutting-edge research tools, live watchlists, alerts, and more: [https://www.squeeze-finder.com/subscribe](https://www.squeeze-finder.com/subscribe) HINT: Use code RDDT to get your first month for just $10! NOT FINANCIAL ADVICE, THESE POSTS ARE FOR INFORMATIONAL PURPOSES ONLY

So did GM and they are down 7%

GM profit forecast is weak, stock down over 7%. There is an Ai rotation, healthcare stocks are going up. Im just cold chillin', not opening anything new and DCAing away from AI.

GM is trading at 5x operating cash flows, confirmed their profits, and just announced a buyback equal to 28% of their market cap. Stock is down 7%. This is truly a remarkable market. Thanks Mango, American manufacturers are back....

Damn GM doing a share buyback , sick of this buyback shit

Damn GE and GM not lookin so hit tariffs fucked their shit up