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Morgan Stanley Bluntly Asks GM CEO: How Does It Plan To Profit From EVs When Tesla Struggles?
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Morgan Stanley Bluntly Asks GM CEO: How Does It Plan To Profit From EVs When Tesla Struggles?
GM reported a $1.1 billion hit from President Trump’s tariffs this quarter. CEO Mary Barra says automation focus is on factory efficiency, not AI cars. Piper Sandler said GM needs strategic changes to compete in the AI era. As the auto industry shifts into an electrified future, legacy players like General Motors are navigating tough questions about profitability, innovation, and long-term strategy. And while GM’s leadership is hinting at a pivo…
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