Several foreign carmakers saw US sales surge in March: But that momentum is likely to stall given the 25% tariffs on imported vehicles and imported auto parts set to take effect by May 3.
Design wins power Mobileye’s bullish stance on autonomy’s future: A robust 83% revenue spike and new deals with Volkswagen and Lyft show Mobileye isn’t just surviving the autonomy winter—it’s positioning itself as its comeback story.
Tesla struggles to keep up as production challenges, Musk controversy hurt sales: The company is in a difficult spot as tariffs threaten to curb demand further and jack up production costs.
US tariffs could stall Germany’s economy this year: GDP is forecast to grow just 0.1% as the duties on autos and other imports curb companies’ access to an important growth market.
Rivian and Tesla see demand weaken in Q1: The two companies are struggling amid growing competition as more consumers opt for cheaper hybrid and gas-powered models in an uncertain economic and political climate.
Tesla’s at the center of a heated political battle, and insurers and their customers are paying the price.
Android Auto chases connected car gaming, while Apple CarPlay bets on sports content and simplified interfaces. Both present new advertising opportunities.
A 25% import tax reshapes car manufacturing, penalizing even US assembly and likely triggering consumer price hikes and marketing budget cuts.
These deals aren’t just PR—they’re lifelines for companies under pressure to commercialize AI fast, with Nvidia providing the hardware and software edge to do it.
Tariffs could add $12,000 to new car prices, drive up costs for electronics, and inflate grocery bills. Marketers must pivot to value-driven messaging as economic uncertainty reshapes spending.
In-Jeep ad pop-ups demonstrate how automakers want revenue from connected cars, but aggressive tactics could push drivers to reject paid features altogether
President Trump plans a 25% tariff on imported vehicles: The tariffs add to the growing challenges facing consumers.
With the humanoid robotics market projected to hit $38 billion by 2035, tech giants see a clear path to monetization—offering tangible use cases beyond the AI arms race.
The DOT’s halt on EV charging projects disrupts a $5B initiative. The move risks stalling consumer adoption and industry momentum.
Nissan rejected Honda’s proposal to become a subsidiary. Both companies risk losing critical synergies as competitors strengthen EV and autonomous tech partnerships.
Tariffs could make US-made vehicles more expensive than imports: US automakers’ supply chains depend on cross-border trade, and there’s no simple way to untangle those relationships.
Q4 revenues grew 2% YoY to $25.7 billion but fell short of expectations. Surging R&D costs threaten Musk’s ambitious 2025 production goals.
Auto brands will largely be absent from the Super Bowl: Once a stalwart of TV ad spending, carmakers are prioritizing cheaper ad channels.
EV sales set a volume record in Q4: While sales jumped 15.2% YoY, momentum may slow this year if Republicans keep their pledge to repeal or scale back incentives.
The economy is trending in a positive direction: US consumer prices rose in December by less than forecast. We expect the Fed will stick with a wait-and-see approach.