GM News & Events

The major averages closed mixed, with the S&P 500 and Nasdaq ending lower despite earlier gains, as oil prices keep rising amid continued conflict in the Middle East. Of note, President Trump said the U.S. is in "serious discussions" with Iran to end its military operations. However, he added that if a peace deal is not reached "shortly" and the Strait of Hormuz is not reopened, the U.S. will "conclude our lovely 'stay' in Iran by blowing up and completely obliterating all of their Electric Generating Plants, Oil Wells and Kharg Island (and possibly all desalinization plants!), which we have purposefully not yet 'touched.'" The comments came after the president stated that Tehran had accepted most of the U.S.'s 15-point plan to end the war.Additionally, Federal Reserve chair Jerome Powell said during a discussion at Harvard University that even with rising energy prices, he views inflation expectations as "well anchored beyond the short term." Powell added that he is "optimistic" about the medium- and long-run outlook for the U.S. economy and that the Fed is watching private credit "super carefully."Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SyscoJetro Restaurant Depot for a total enterprise value of $29.1BUberglobal chauffeur service leader BlacklaneAuriniaKezar Life Sciencesfor $6.955 per share in cash plus a non-transferable contingent value rightTJX'sboard raised itsand said it plans $2.5B-$2.75B of share repurchases for FY27Apollois near a deal to acquire Atlantic Aviation from KKR,2. WALL STREET CALLS:CrowdStriketo Outperform from Peer Perform at Wolfe ResearchExpediato Buy from Hold at JefferiesInstacartto Buy from Hold at JefferiesDole, Nomad Foodsto Hold at Deutsche BankStarbuckswith an Underperform at BNP Paribas3. AROUND THE WEB:JetBluetold CNBC it is increasing bag fees amid soaring fuel pricesGeneral Motorsis moving to a six days per week production schedule at its Flint plant, Reuters saysBanks led by JPMorganare dealing with pushback related to the terms of a $7.2B debt deal to fund Clayton, Dubilier & Rice's takeover of Sealed Air, Bloomberg reportsYouTubeemployees have admitted their goal was "viewer addiction" and shut down proposed safety tools for kids since they did not provide a sufficient return on investment, NY Post saysAn analysis of billions of anonymized credit card transactions by consumer transaction analysis company Indagari indicates that Claude is seeing record growth in paid subscribers, with subscriptions more than doubling this year according to Anthropic, TechCrunch says4. MOVERS:Compass Diversifiedadvanced after announcing it willto Archer for $292.5MiQiyigained in New York afteron HKEXViridiandeclined after announcing results from itsFermiclosed lower afterBoston Scientificfell after Raymond Jamesits rating on the stock5. EARNINGS/GUIDANCE:Alaska AirprovidedUSA Rare Earth, with CEO Barbara Humpton commenting, "2025 was the year that USA Rare Earth set the foundation to execute our integrated rare earth growth strategy"Spirecut itsNeumora Therapeutics, with EPS missing consensusCBAK Energy Technology, with revenue higher year-over-yearINDEXES:The Dow rose 49.50, or 0.11%, to 45,216.14, the Nasdaq lost 153.72, or 0.73%, to 20,794.64, and the S&P 500 declined 25.13, or 0.39%, to 6,343.72.

Institutional investors and professional traders rely on The Fly to keep up-to-the-second on breaking news in the electric vehicle and clean energy space, as well as which stocks in these sectors that the best analysts on Wall Street are saying to buy and sell.From the hotly-debated high-flier Tesla, Wall Street's newest darling Rivian, traditional-stalwarts turned EV-upstarts GMand Fordto the numerous SPAC-deal makers that have come public in this red-hot space, The Fly has you covered with "Charged," a weekly recap of the top stories and expert calls in the sector.Clickto check out Tesla's recent Media Buzz Sentiment as measured by TipRanks.Q1 DELIVERY ESTIMATE:Last week, Tesla published a company-compiled delivery consensus of sell-side analysts. Tesla said it "does not endorse any information, recommendations or conclusions made by the analysts." Consensus for total deliveries for 2026 is 1.69M vehicles, 2027 is 1.88M vehicles, 2028 is 2.13M vehicles, 2029 is 2.61M vehicles, and 2030 is 3.03M vehicles, the company reported.AI-POWERED CHARGING GUIDANCE:Google (GOOGL)it is bringing Maps' AI-powered EV charging features to over 350 car models with Android Auto. Now, Maps will recommend when and where to charge based on EV model and battery level, reducing range anxiety and the need to juggle multiple apps. Users just need to add their EV info to Maps and set a destination in the car to see their expected battery usage. Then, add their current charge level to get recommended charging stops, estimated arrival battery level and an updated ETA based on charging time. "To deliver accurate battery predictions for hundreds of vehicles, we combine AI with advanced energy models that analyze car details - like weight and battery size - alongside Maps' real-time information about traffic, road elevation and weather. This will allow us to bring intelligent trip-planning features to most U.S. EVs soon," the company said. AI-powered battery predictions are rolling out now on hundreds of EV models in the U.S. across more than 15 brands, with more coming soon. Publicly traded companies in the space include Tesla, Lucid, Nio, Rivian, Xpeng, Li Auto, Zeekr, General Motors, Ford, Stellantis, Volkswagen, BMW, Mercedes-Benz, and Hyundai.KEY MILESTONE:Rivianhas completed winter testing of the VW ID. EVERY1, the first vehicle from its joint venture with Volkswagento use Rivian's software and electrical architecture, triggering a $1B investment from Volkswagen, Sean O'Kane of TechCrunch. The funding includes $750M in equity and $250M in either equity or convertible debt, contingent on the prototypes supplied for testing.SHARE REPURCHASE PROGRAM:Li Autoannounced that its board of directors has approved a share repurchase program under which the company is authorized to purchase up to $1B of its Class A ordinary shares and/or American depositary shares for the period from the approval date up to March 31, 2027.