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They're all beating the S&P 500 this year and poised to keep outrunning the bull This run-up is remarkable. Wall Street barely blinks an eye at news from 1600 Pennsylvania Avenue that would...
Modern vehicles are essentially high-tech computers on wheels. And as car manufacturers wait out the semiconductor shortage, potential profits are primed for the taking.
Note: With the holidays just around the corner, we’re giving Tony a well-deserved break for the next two weeks. You’ll get his next column with his latest investing ideas about the technology that...
From ownership to propulsion and operation, car-making is at a point of inflection. Power brokers are scrambling to find new business models, and to slow the process. CNBC ran a story last week...
Emergent technology can be a wrecking ball. Now Detroit is in line. Your father’s car companies are about to be leveled. Last month, the Detroit Free Press reported Ford Motor (F) is undergoing...
With self-driving cars, the giant global auto industry is careening toward unprecedented disruption as its 100-year-old business model is turned completely inside out. That is the big takeaway...
The materials sector includes companies involved with the discovery, development and processing of raw materials. The sector is highly influenced by supply and demand, and can fluctuate based on...
The EV race is heating up as legacy carmakers jockey for positioning.
Last week, we saw positive numbers from CPI and earnings reports fuel a rally. This week, we’ll see how another round of data plays out.
Chances are, you never considered Aesop’s fable, “The Tortoise and the Hare,” as applicable to investing. But in this economic climate, it is! Income and dividend analyst, Mike Larson, editor...