$GM

Ford halted F-150 production due to supplier issues and plant repairs, affecting multiple plants. Cox Automotive forecasts Ford, GM, and Stellantis to lose market share to Asian rivals in Q3, with Ford expected to sell 504,172 vehicles, down 7.1% YoY. GM is projected to remain the top U.S. automaker despite a 5.2% sales decline. Retail sentiment on Stocktwits is bullish for RIVN, neutral for TSLA, and bearish for F and GM.

GM announced its first in-house designed heavy-duty diesel engine, the 8.3-liter Duramax, producing 555 horsepower and 1,230 lb-ft of torque. This marks a shift from past joint ventures with Isuzu, giving GM full accountability. The new engine outperforms competitors' offerings, according to GM. The move aims to rebuild trust amid past reliability concerns.

Lockheed Martin (LMT) received its first Patriot missile components from General Motors (GM) 22 days after their agreement, faster than traditional timelines. The Pentagon seeks faster weapons production amid high demand. Lockheed has a $58.6B contract for PAC-3 MSE interceptors through 2032. GM's quick delivery could help Lockheed scale production and diversify its supply chain, while GM may expand its defense business.

Tesla (TSLA), Ford (F), and GM (GM) face challenges due to the elimination of the federal EV tax credit. GM idled production and laid off workers, Ford scaled back battery plant workforce, and Tesla saw U.S. sales drop 23%. Ford and GM are repurposing EV investments, while Tesla may gain market share. All three companies face financial impacts from weaker EV demand.

MP Materials is reviving the U.S. rare earth supply chain with its Independence factory in Texas, producing automotive-grade magnets for EVs. General Motors is partnering with MP Materials to source these magnets domestically, aiming to reduce dependency on China, which controls 49% of global supply. The magnets are crucial for EV performance, and GM plans to use them in all North American EVs, though cost and timeline remain uncertain.

General Motors (GM) is introducing an 8.3L Duramax diesel engine, named Mongoose, for its trucks, aiming to reclaim dominance in the diesel market. The company has also launched new 6.7L, 5.7L, and 6.6L V8 engines, signaling a return to its roots in high-displacement engines. GM's strategy focuses on performance and reliability, addressing stagnation in its core lineup.

General Motors (GM) is increasing production of its gasoline-powered Chevrolet Silverado and GMC Sierra pickup trucks, despite rising fuel prices. GM plans to add capacity at a Michigan factory, previously slated for electric vehicles, to meet demand for V-8 engines and off-road models. GM executives believe current fuel price spikes are due to geopolitics, not long-term market shifts, and claim their new diesel engine will outperform hybrids in fuel economy.

Cox Automotive forecasts GM and Ford to lose U.S. market share in Q3, with Asian brands accounting for over half of new-vehicle sales. GM and Ford are expected to fall to 36% market share, a record low. Cox projects Q3 sales of 4.12 million vehicles, raising its full-year forecast to 16.1 million. Toyota and Hyundai are projected to gain share, while Tesla's sales are expected to drop 31%.

General Motors Defense delivered its first batch of components for Lockheed Martin's PAC-3 MSE Patriot missiles, accelerating production. The collaboration aims to boost missile output amid high demand, with Lockheed planning to increase production to 2,000 missiles per year by 2030. The partnership is part of a broader agreement to strengthen U.S. defense industrial capabilities.

Ford and GM sales are expected to decline by 8.8% and 6.2% respectively through Q3 2026, reducing their market shares to 12.5% and 16.7%. Stellantis is projected to gain market share. Combined, the three U.S. automakers' market share is expected to hit an all-time low of 36%. Hyundai, Kia, Toyota, and Honda are seeing sales increases, with Hyundai and Kia potentially outselling Ford in the first three quarters of 2026.