Ally Financial's Margin Is About to Get a Tailwind as High-Cost Deposits Roll Off. Is the Digital Bank a Buy?

Ally Financial is positioned for margin expansion as $18 billion in high-yield CDs mature in 2026 and can be replaced with lower-rate funding. The digital bank reported strong Q1 results with 8% net financing revenue growth, 24% expense reduction, and improved net interest margin of 3.5%. Trading at just 11x earnings and 8x forward earnings, Ally appears undervalued with tailwinds from auto loan originations and credit quality improvements.

07/10/2026, 4:30 AM • The Motley Fool

Micron Technology Is Quietly Setting Up for a Strong Earnings Catalyst

Micron Technology has signed strategic long-term supply agreements with General Motors and Ford Motor Company for automotive memory chips, with the company indicating it has 16 such deals in total. These multiyear contracts tied to Micron's $2 billion fab modernization could reduce the cyclical volatility of the memory business by converting spot market sales into predictable backlog, potentially providing investors with early signals of future demand ahead of earnings reports.

07/09/2026, 6:05 PM • The Motley Fool

With 6 Months Wrapped Up, Ford Is Losing a Race It Rarely Loses

Ford's F-150 has lost its position as the best-selling vehicle in the U.S. for the first half of 2026, trailing Honda's CR-V due to aluminum supply disruptions caused by two supplier plant fires. While Ford estimates F-150 sales at just under 210,000 units, Honda's CR-V surged to 226,114 units with strong hybrid demand and high inventory turnover. Ford expects to recover approximately $1 billion of its $1.5-2 billion EBIT loss through additional production shifts in the second half of 2026.

07/07/2026, 6:05 PM • The Motley Fool

Why Micron Stock Is Plummeting Today

Micron stock fell 9.6% on July 1, 2026, as investors rotated out of AI chip stocks into AI software stocks. Despite the decline and no negative company news, Micron announced a new partnership with General Motors to supply memory chips and storage platforms for vehicle production, which represents a positive long-term contract win.

07/01/2026, 2:11 PM • The Motley Fool

The Simplest Graph Shows Exactly Why GM Is a Big Buy -- but There's 1 Huge Drawback

General Motors has broken free from historically low automaker valuations, matching Ferrari's lofty P/E multiples through aggressive share buybacks ($30 billion over five years) and strong free cash flow generation ($53 billion since 2021). However, the strategy's effectiveness may diminish as GM's stock becomes more expensive, making future buybacks less accretive. Meanwhile, Ford lags in valuation despite strong dividends and new energy initiatives, hampered by quality and recall issues.

07/01/2026, 1:30 PM • The Motley Fool

1 Stock That's More Than Doubled in 3 Years, and 3 Reasons It Will Keep Soaring

General Motors stock has surged 116% over three years and 62% in the past year, outperforming the S&P 500. The article highlights three reasons for continued growth: aggressive share buybacks resulting in a 7.6% total shareholder yield, a growing software business through OnStar and Super Cruise subscriptions with high-margin recurring revenue, and progress toward EV profitability through LMR battery technology expected within three to five years.

06/28/2026, 3:32 PM • The Motley Fool

The Big Paint vs Rare Earth Faceoff: One Stock to Buy Right Now for 2026 and Beyond

The article compares MP Materials, a rare-earth elements producer serving EVs and defense, against Sherwin-Williams, a mature paint and coatings company. MP Materials offers high-growth potential with government backing and major customer contracts but faces losses and Chinese competition. Sherwin-Williams provides stable cash flows, consistent dividend growth, and profitability but slower growth. The author recommends MP Materials for its explosive growth potential despite higher valuation and risk.

06/27/2026, 3:11 PM • The Motley Fool

The Lemon Reps Recover Over $3.2 Million for Lemon Law Victims in Their First 12 Months

The Lemon Reps, a Beverly Hills-based lemon law firm, announced it recovered over $3.2 million for clients and resolved more than 1,500 cases in the past year with an average 90-day settlement timeline. General Motors and Stellantis vehicles accounted for the largest share of claims, with common issues including transmission failures, electrical defects, powertrain problems, and brake/drivetrain complaints.

06/26/2026, 4:42 PM • GlobeNewswire

베테랑 자동차 애널리스트 존 머피, Murphy Automotive Partners와 MAPP 선보이며 어떤 자동차 브랜드가 살아남을지 새 기준 제시

John Murphy, a veteran auto analyst from Bank of America, has launched Murphy Automotive Partners and introduced MAPP (Murphy Automotive Product Pipeline), a new research service forecasting U.S. vehicle launches through 2031. The report warns of a historic three-year new vehicle drought, predicts hybrid market share will double to over 25% by 2031, and indicates pure EV adoption will stagnate. Murphy's Brand Survival Index identifies which automakers face existential risks, emphasizing that product competitiveness—not electrification hype—will determine winners and losers.

06/25/2026, 9:56 PM • GlobeNewswire

Langjähriger Wall-Street-Autoanalyst John Murphy gründet Murphy Automotive Partners und veröffentlicht MAPP – eine neue Bewertung der Zukunftsfähigkeit von Automarken

Former Bank of America auto analyst John Murphy has launched Murphy Automotive Partners and introduced MAPP (Murphy Automotive Product Pipeline), a new analysis tool assessing the future viability of car brands through 2031. The research indicates the industry faces a severe product shortage until 2028, with hybrid vehicles expected to more than double market share while pure electric vehicles stagnate. Murphy's Brand Survival Index suggests some major automakers face significant risk, with success depending on product cycles rather than powertrain hype.

06/25/2026, 9:56 PM • GlobeNewswire

ウォール街で長年自動車業界のアナリストを務めてきたジョン・マーフィー、マーフィー・オートモーティブ・パートナーズと、どの自動車ブランドが生き残るかを示す新たな見解であるMAPPをローンチ

John Murphy, a veteran auto analyst, launched Murphy Automotive Partners and introduced MAPP (Murphy Automotive Product Pipeline), a new research tool forecasting the U.S. auto market through 2031. The analysis reveals the industry faces a severe product drought, with hybrid vehicles expected to more than double market share while EVs stagnate. Many established car brands face existential risks as the market shifts toward trucks and away from mid-size crossovers.

06/25/2026, 9:56 PM • GlobeNewswire

资深华尔街汽车分析师 John Murphy 创立 Murphy Automotive Partners 并推出 MAPP——关于汽车品牌生存之道的新论断

John Murphy, a veteran auto analyst from Bank of America, has launched Murphy Automotive Partners and introduced MAPP (Murphy Automotive Product Pipeline), a research tool analyzing U.S. automotive product launches through 2031. The analysis reveals a severe product development drought, predicts hybrid vehicle sales will more than double to capture over 25% market share by 2031 while EVs stagnate, and introduces a Brand Survival Index to identify which automakers face existential risks.

06/25/2026, 9:56 PM • GlobeNewswire

Down 14%, Is Tesla a Good Buy Now?

Tesla's stock has fallen 14% in 2026 amid cooling EV demand in the U.S. and scrutiny over self-driving capabilities. However, the article suggests the dip may present a buying opportunity, citing strong growth potential in Tesla's energy storage division, which is expected to generate $18.3 billion this year, and rebounding European EV sales. The energy storage market is projected to grow 22% annually through 2033.

06/25/2026, 5:11 PM • The Motley Fool

General Motors Stock Surged 65% Over the Past Year. Is Now the Time to Buy?

GM stock has surged 65% over the past year, driven by share buybacks and optimism about new energy storage and defense business opportunities. However, the author argues this enthusiasm is overblown, as GM remains primarily an automotive company facing significant headwinds including high vehicle costs, slowing sales, rising defaults on auto loans, and intense competition from Chinese automakers. The author recommends investors wait on the sidelines rather than buy at current levels.

06/25/2026, 10:15 AM • The Motley Fool

Why Detroit Autos Could Be in Trouble Soon. Hint: Saying Goodbye to Big Profits?

Detroit automakers face potential profit pressures as consumer demand shifts from high-margin full-size trucks and SUVs toward more affordable, fuel-efficient vehicles. Rising gas prices, vehicle affordability crisis (average new car price above $50,000), and the challenge of maintaining margins on electric vehicles are creating headwinds for Ford, GM, and Stellantis.

06/24/2026, 4:05 AM • The Motley Fool