The North American automotive sector is facing a severe test, as increased tariffs on parts from Mexico and Canada threaten to dramatically escalate production costs, potentially inflate vehicle prices for consumers, and squeeze already tight profit margins for manufacturers. This unfolding situation, marked by fluctuating trade policies and geopolitical leverage,
Market analysts and financial commentators provide crucial guidance in the volatile investment landscape. Cramer says no to VKTX, but expects PLTR to go up.
Palantir is strengthening its role in the US industry through partnerships with Lear and Lumen and will showcase customer success stories at its AIPCon 8 event in September 2025.
After the conclusion of the US market's regular session on Monday, let's examine the after-hours session and unveil the notable performers among the top gainers and losers.
BofA analysts discussed the impact of tariffs on automakers, with Ford and GM at high risk of negative ratings. Ford is pushing forward with low-cost EVs and connected vehicle subscriptions, while GM is focusing on Cadillac's EV transformation and Formula One participation. Tariffs may cost OEMs $6k-$8k per car, with potential cost passes to consumers.
Shares of Lear are trading lower by 8% since Monday's open. The stock has been volatile following President Donald Trump's announcement of a 25% tariff on imported cars and key auto parts.
Shares of Lear tumbled 9.1% during Thursday's session. Auto suppliers are down following the announcement of a 25% tariff on imported cars and key auto parts by President Donald Trump.
