Key Stock Developments on Friday: Factors That May Influence the Market in the Upcoming Trading Session
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 21 2025
0mins
Source: CNBC
Market Overview: The S&P 500 has declined for five consecutive days, with various automotive stocks showing mixed performance; Stellantis' Jeep brand is set to unveil the new Cherokee amid a 26% drop in stock this year.
Automotive Stocks Performance: Ford and General Motors have seen gains of 14% and 6% respectively this year, while Tesla is down 20% year-to-date but up 43% over the past year.
Buckle and AT&T Updates: Buckle will report quarterly numbers soon, having gained 35% in three months. AT&T reached a new high, up 29% year-to-date, with an RSI indicating it may be overbought.
Sector Performance: The insurance sector is performing well, with Everest and Arthur Gallagher seeing increases, while the airline industry is struggling, with Delta and United both experiencing declines this week.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GM?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on GM
Wall Street analysts forecast GM stock price to rise
19 Analyst Rating
14 Buy
4 Hold
1 Sell
Moderate Buy
Current: 84.070
Low
57.00
Averages
95.06
High
122.00
Current: 84.070
Low
57.00
Averages
95.06
High
122.00
About GM
General Motors Company designs, builds and sells trucks, crossovers, cars and automobile parts and provides software-enabled services and subscriptions worldwide. The Company's segments include GMNA, GMI and GM Financial. Its GM North America (GMNA) and GM International (GMI) segment develop, manufacture and/or markets vehicles under the Buick, Cadillac, Chevrolet and GMC brands. The Company's GM Financial segment provides automotive financing and related services. The Company is also focused on investing in electric vehicles (EVs) and autonomous vehicles (Avs), software-enabled services and subscriptions and new business opportunities. The Company's portfolio includes OnStar, GM Energy, GM Insurance, GM Genuine Parts, and the GM Company Store. Its OnStar portfolio offers safety, connectivity and hands-free driver assistance technologies. Its GM Energy provides Home EV Charging, Public EV Charging, Vehicle-To-Home and Energy Storage services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Chemico Receives 2025 Supplier of the Year Award from GM
- Award Recognition: Chemico was honored with the 2025 Supplier of the Year award at GM's 34th annual Supplier of the Year event, marking its 16th recognition, which underscores its excellence and enduring partnership in chemical management.
- Strategic Partnership: Chemico has formed a strategic alliance with DuBois Chemicals, leveraging their combined technical expertise and service capabilities to deliver value-added chemical solutions for industrial manufacturing, cleaning, and water treatment applications, enhancing competitive positioning.
- Global Supply Chain Impact: In 2025, GM recognized 103 suppliers from 14 countries, with Chemico's performance aligning with key standards such as safety and innovation, reflecting its adherence to GM's core values and strategic priorities.
- Future Growth Potential: Since its founding in 1989, Chemico has established 50 locations and over 450 employees across the U.S. and Mexico, and with its extensive network of chemical solutions, it is poised for significant growth across various sectors including automotive and aerospace.
See More
Lockheed Martin and GM Defense Collaborate to Boost U.S. Defense Manufacturing
- MOU Signed: Lockheed Martin and GM Defense signed a memorandum of understanding to explore ways to expand U.S. defense manufacturing capacity by combining defense production expertise with commercial automotive capabilities, indicating a strategic collaboration in the defense sector.
- Supply Chain Strengthening: The collaboration will focus on strengthening defense supply chains, improving manufacturing and design processes, and evaluating opportunities to increase production capacity using commercial manufacturing infrastructure, reflecting the urgent need for enhanced production efficiency in the defense industry.
- Innovative Production Methods: Initial efforts will examine how commercial production methods could be applied to defense programs to accelerate manufacturing readiness and increase output, suggesting that defense companies are turning to commercial manufacturers to address production bottlenecks.
- Shifting Market Trends: Amid rising global demand and supply chain resilience concerns, this collaboration underscores a shift in defense spending priorities from weapon development to the industrial capacity needed to produce systems at scale, potentially supporting future growth for both Lockheed Martin and GM Defense.
See More
GM Partners with Lockheed Martin to Enhance Manufacturing Capacity
- Strategic Partnership: General Motors has entered into a partnership with Lockheed Martin to enhance manufacturing capabilities and scale production, facilitated by the U.S. Department of Defense, highlighting the deep manufacturing roots of both companies in the defense sector.
- Investment Plans: Lockheed Martin is set to invest $9 billion by 2030 to modernize 20 facilities, while GM commits $7 billion for research and development in the U.S., significantly boosting both companies' competitiveness in defense production.
- Efficient Manufacturing: The collaboration will focus on high-rate manufacturing and expanding production capacity, aiming to improve production readiness and supply chain resilience to meet the increasing defense demands, particularly in light of the conflicts in Ukraine and Iran.
- Historical Context: GM manufactured tanks for the U.S. during World War II, and its defense unit has rapidly grown since its re-establishment in 2017, serving clients such as the U.S. Army and NASA, indicating its potential and strategic significance in the defense market.
See More
GM and Lockheed Martin Collaborate to Strengthen U.S. Manufacturing and Defense
- Collaboration Background: General Motors and Lockheed Martin announced a partnership aimed at strengthening the U.S. manufacturing and defense industrial base, supported by the U.S. Department of Defense to meet the growing demand for defense product production capacity.
- Investment Scale: GM is investing $9 billion in capital and $7 billion in R&D this year for its overall business but has not disclosed specific investment amounts for GM Defense, while Lockheed plans to invest $9 billion through 2030 to scale munitions production.
- Project Focus: The companies will concentrate on three key areas: improving production readiness, strengthening supply chains, and applying advanced manufacturing and design approaches to enhance efficiency, which will help boost the production capacity of U.S. defense products.
- Strategic Significance: This collaboration not only reflects the strategic positioning of both companies in the defense sector but also indicates the U.S. government's emphasis on enhancing domestic manufacturing capabilities and defense supply chains, potentially leading to more government contracts and market opportunities in the future.
See More
General Motors Partners with Lockheed Martin for Defense Manufacturing
- Defense Partnership Agreement: General Motors has formed a new defense partnership with Lockheed Martin aimed at scaling production capabilities and enhancing manufacturing efficiency, which will help meet the U.S. Department of Defense's demand for weapon production.
- Investment and R&D: Lockheed Martin plans to invest $9 billion by 2030 to modernize 20 facilities, while GM commits to spending $7 billion on research and development in the U.S., demonstrating both companies' long-term commitment to the defense sector.
- Production Capacity Enhancement: The collaboration will focus on high-rate manufacturing, aiming to improve production readiness and supply chain resilience, which is expected to accelerate delivery and enhance overall efficiency in line with U.S. government support for the defense industry.
- Historical Context and Strategic Significance: GM's defense unit has rapidly grown since its reestablishment in 2017, and this partnership not only continues its historical role in manufacturing tanks during World War II but also reflects the strategic goal of reshoring American manufacturing.
See More
GM Partners with Peak Energy to Develop Sodium-Ion Batteries
- Strategic Partnership: General Motors has partnered with Peak Energy to develop next-generation sodium-ion batteries aimed at providing low-cost solutions for grid-scale energy storage, which is expected to significantly reduce storage system costs while enhancing reliability.
- Technical Advantage: The sodium-ion battery system eliminates the need for active cooling equipment, potentially lowering storage costs by around 20% while maintaining 99% uptime, giving it a competitive edge over traditional lithium-iron phosphate batteries in terms of cost and safety.
- Market Potential: GM's sodium-ion battery initiative mirrors Tesla's success, which achieved record storage deployments of 46.7 GWh last year, generating $12.7 billion in revenue, highlighting the substantial potential of the energy storage market.
- Future Outlook: While GM has yet to announce specific GWh targets, Ford is expected to deploy at least 20 GWh of storage systems annually, indicating that the energy storage business will become a crucial new opportunity for automakers as the electric vehicle market evolves.
See More
Chemico Receives 2025 Supplier of the Year Award from GM
- Award Recognition: Chemico was honored with the 2025 Supplier of the Year award at GM's 34th annual Supplier of the Year event, marking its 16th recognition, which underscores its excellence and enduring partnership in chemical management.
- Strategic Partnership: Chemico has formed a strategic alliance with DuBois Chemicals, leveraging their combined technical expertise and service capabilities to deliver value-added chemical solutions for industrial manufacturing, cleaning, and water treatment applications, enhancing competitive positioning.
- Global Supply Chain Impact: In 2025, GM recognized 103 suppliers from 14 countries, with Chemico's performance aligning with key standards such as safety and innovation, reflecting its adherence to GM's core values and strategic priorities.
- Future Growth Potential: Since its founding in 1989, Chemico has established 50 locations and over 450 employees across the U.S. and Mexico, and with its extensive network of chemical solutions, it is poised for significant growth across various sectors including automotive and aerospace.
See More
Lockheed Martin and GM Defense Collaborate to Boost U.S. Defense Manufacturing
- MOU Signed: Lockheed Martin and GM Defense signed a memorandum of understanding to explore ways to expand U.S. defense manufacturing capacity by combining defense production expertise with commercial automotive capabilities, indicating a strategic collaboration in the defense sector.
- Supply Chain Strengthening: The collaboration will focus on strengthening defense supply chains, improving manufacturing and design processes, and evaluating opportunities to increase production capacity using commercial manufacturing infrastructure, reflecting the urgent need for enhanced production efficiency in the defense industry.
- Innovative Production Methods: Initial efforts will examine how commercial production methods could be applied to defense programs to accelerate manufacturing readiness and increase output, suggesting that defense companies are turning to commercial manufacturers to address production bottlenecks.
- Shifting Market Trends: Amid rising global demand and supply chain resilience concerns, this collaboration underscores a shift in defense spending priorities from weapon development to the industrial capacity needed to produce systems at scale, potentially supporting future growth for both Lockheed Martin and GM Defense.
See More
GM Partners with Lockheed Martin to Enhance Manufacturing Capacity
- Strategic Partnership: General Motors has entered into a partnership with Lockheed Martin to enhance manufacturing capabilities and scale production, facilitated by the U.S. Department of Defense, highlighting the deep manufacturing roots of both companies in the defense sector.
- Investment Plans: Lockheed Martin is set to invest $9 billion by 2030 to modernize 20 facilities, while GM commits $7 billion for research and development in the U.S., significantly boosting both companies' competitiveness in defense production.
- Efficient Manufacturing: The collaboration will focus on high-rate manufacturing and expanding production capacity, aiming to improve production readiness and supply chain resilience to meet the increasing defense demands, particularly in light of the conflicts in Ukraine and Iran.
- Historical Context: GM manufactured tanks for the U.S. during World War II, and its defense unit has rapidly grown since its re-establishment in 2017, serving clients such as the U.S. Army and NASA, indicating its potential and strategic significance in the defense market.
See More
GM and Lockheed Martin Collaborate to Strengthen U.S. Manufacturing and Defense
- Collaboration Background: General Motors and Lockheed Martin announced a partnership aimed at strengthening the U.S. manufacturing and defense industrial base, supported by the U.S. Department of Defense to meet the growing demand for defense product production capacity.
- Investment Scale: GM is investing $9 billion in capital and $7 billion in R&D this year for its overall business but has not disclosed specific investment amounts for GM Defense, while Lockheed plans to invest $9 billion through 2030 to scale munitions production.
- Project Focus: The companies will concentrate on three key areas: improving production readiness, strengthening supply chains, and applying advanced manufacturing and design approaches to enhance efficiency, which will help boost the production capacity of U.S. defense products.
- Strategic Significance: This collaboration not only reflects the strategic positioning of both companies in the defense sector but also indicates the U.S. government's emphasis on enhancing domestic manufacturing capabilities and defense supply chains, potentially leading to more government contracts and market opportunities in the future.
See More
General Motors Partners with Lockheed Martin for Defense Manufacturing
- Defense Partnership Agreement: General Motors has formed a new defense partnership with Lockheed Martin aimed at scaling production capabilities and enhancing manufacturing efficiency, which will help meet the U.S. Department of Defense's demand for weapon production.
- Investment and R&D: Lockheed Martin plans to invest $9 billion by 2030 to modernize 20 facilities, while GM commits to spending $7 billion on research and development in the U.S., demonstrating both companies' long-term commitment to the defense sector.
- Production Capacity Enhancement: The collaboration will focus on high-rate manufacturing, aiming to improve production readiness and supply chain resilience, which is expected to accelerate delivery and enhance overall efficiency in line with U.S. government support for the defense industry.
- Historical Context and Strategic Significance: GM's defense unit has rapidly grown since its reestablishment in 2017, and this partnership not only continues its historical role in manufacturing tanks during World War II but also reflects the strategic goal of reshoring American manufacturing.
See More
GM Partners with Peak Energy to Develop Sodium-Ion Batteries
- Strategic Partnership: General Motors has partnered with Peak Energy to develop next-generation sodium-ion batteries aimed at providing low-cost solutions for grid-scale energy storage, which is expected to significantly reduce storage system costs while enhancing reliability.
- Technical Advantage: The sodium-ion battery system eliminates the need for active cooling equipment, potentially lowering storage costs by around 20% while maintaining 99% uptime, giving it a competitive edge over traditional lithium-iron phosphate batteries in terms of cost and safety.
- Market Potential: GM's sodium-ion battery initiative mirrors Tesla's success, which achieved record storage deployments of 46.7 GWh last year, generating $12.7 billion in revenue, highlighting the substantial potential of the energy storage market.
- Future Outlook: While GM has yet to announce specific GWh targets, Ford is expected to deploy at least 20 GWh of storage systems annually, indicating that the energy storage business will become a crucial new opportunity for automakers as the electric vehicle market evolves.
See More
