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September was a rock-solid month for the U.S. auto industry, with major manufacturers like Toyota (TM, Rated “C+”), General Motors (GM, Rated “B”), and Ford (F, Rated “C”) recording year-over-year...
Quick, think of a time machine. The first image that pops into my head is the louvered, silver-skinned DeLorean of the Back to the Future trilogy. An iconic car that has a special place in...
Software has been eating the world for a long time. Indigestion was inevitable. It came in 2019. The most spectacular software fail of the year happened at Boeing (BA). Glitches caused two of...
It can be hard for many (and impossible for others) to discern a viable trend amid the kind of chop (and the noise) we’ve experienced lately in equity markets. For some, like my colleague Sean...
There is this idea that old businesses can be easily remade into digital upstarts, if managers throw enough money at the process. But that’s not really true. Just look at General Motors (GM). ...
Automation is being sold to us as a panacea. Removing irrational human impulses is supposed to make planes, trains, automobiles and other machines safer. Last week, a cutting-edge Boeing 737...
Sure, people hate airlines. But the business of making airplanes is lifting off … Last week Boeing (BA) reported spectacular fourth-quarter results. Fueled by demand for its 777 wide-bodied...
Something amazing has happened to consumer electronics. Companies can update their product software and enhance its features for many years after you take your new purchase home. You might...
Connectivity is a big new business, and the surprise winner is Amazon.com (Nasdaq: AMZN), a company best known for selling books and a broad array of consumer goods. Managers at Sidewalk...
Last week, I told you about what I consider “2 Bargain Car Stocks” in the race to make electric vehicles (EVs). Today, we’ll look at what metals could do well in the next leg of this fast and...