Mike Wayland

Slate Auto: Inside the EV startup, stealth production facility backed by Jeff Bezos Slate Auto hopes its modular, stripped-down vehicle will be the future of affordable EVs, but it has a long road ahead.

ICYMI: Slate Auto: Inside the EV startup, stealth production facility backed by Jeff Bezos
www.cnbc.com/2025/06/07/j...

GM news: After an outsider/Tesla veteran only lasted a year leading its manufacturing, GM returns to hiring from within (it's hard to build cars and manage a company's operations that are as vast as GM): pressroom.gm.com/gmbx/us/en/p...

Used vehicle prices ease from tariff fear-buying highs but remain elevated Used vehicle prices last month eased from a recent high in April as consumers who needed a vehicle but feared price hikes due to tariffs purchased one quickly.

Used vehicle prices ease from tariff fear-buying highs but remain elevated: www.cnbc.com/2025/06/06/t...

'Car Wars': Five auto insights investors should know from top BofA analyst Key topics include billions of dollars in expected EV write-downs, a retrench to "core" businesses for automakers and a collapse of the auto industry in China.

‘Car Wars’: Five auto insights investors should know from top BofA analyst: www.cnbc.com/2025/06/05/a...

I kind of miss in-person annual shareholder meetings. It was a love/hate relationship covering them but way more interesting with a live audience/shareholders. (Monitoring GM’s and just not the same).

Ford reports 16% sales increase in May amid employee pricing, tariffs Ford on Tuesday reported a 16.3% year-over-year U.S. sales increase for May, as the automaker continues an employee pricing program amid rising tariff costs.

Ford reports 16% sales increase in May amid employee pricing, tariffs: www.cnbc.com/2025/06/03/f...

Jeep reveals new Cherokee SUV, confirms hybrid model Jeep has reported six consecutive years of U.S. annual sales declines, with a 10% decline through the first quarter of this year.

Jeep shows off new Cherokee SUV, confirms hybrid model amid turnaround plan after years-long sales declines: www.cnbc.com/2025/05/29/j...

Auto giant Stellantis appoints Antonio Filosa as new CEO Auto giant Stellantis on Wednesday appointed North American boss Antonio Filosa as its new chief executive.

Updated with internal memo to employees from Filosa: Auto giant Stellantis appoints Antonio Filosa as new CEO cnb.cx/3Hgrj7B

Hybrid leader Toyota targets major growth in plug-in vehicles amid industry's EV uncertainty Company sources said Toyota plans to increase PHEVs from 2.4% last year to roughly 20% of its U.S. sales volume by 2030.

Toyota Motor is targeting significant growth in plug-in hybrid electric vehicles, or PHEVs. The automaker plans to increase PHEVs from 2.4% last year to roughly 20% of its U.S. sales volume by 2030, according to company sources. www.cnbc.com/2025/05/28/t...

Stellantis uses AI to bring back late ‘Imported from Detroit’ ad voice for a new patriotic campaign Stellantis deployed AI technology to use recordings of the late Kevin Yon to create the voiceover for the new ad, called “America Made Us.”

Was going to say I don't know how I feel about this but I don't like it: Stellantis uses AI to bring back late ‘Imported from Detroit’ ad voice for a new patriotic campaign www.autonews.com/stellantis/an-stellantis-ai-ad-campaign-0523/

Toyota redesigns America's top-selling RAV4 SUV to exclusively be a hybrid Toyota Motor will offer the 2026 RAV4 only as a hybrid or plug-in hybrid, eliminating a traditional gas engine in the vehicle.

Toyota redesigns America’s top-selling RAV4 SUV to exclusively be a hybrid www.cnbc.com/2025/05/20/t...

Here at Toyota’s HQ for the first time. Really impressive campus.

How much would a 100% 'Made in the USA' vehicle cost? It's complicated President Donald Trump wants automakers to build more vehicles in the U.S. with American parts, but it's not as easy as it might seem.

President Donald Trump wants automakers to build more vehicles in the U.S. with American parts, but it’s not as easy as it might seem.
www.cnbc.com/2025/05/16/m...

GM unveils new 'groundbreaking' EV battery tech, aims to be first to market The new batteries and packs utilize more-prevalent, less-expensive minerals and are lighter and more cost-effective.

GM unveils new 'groundbreaking' EV battery tech, aims to be first to market cnb.cx/3F9Q7xj

GM hires ex-Tesla, Aurora exec as chief product officer GM has hired Sterling Anderson, a former Tesla executive and cofounder of autonomous vehicle company Aurora innovation, as its chief product officer.

GM hires ex-Tesla, Aurora exec Sterling Anderson to newly created position of chief product officer cnb.cx/4diISQm

Used vehicle pricing barometer jumps to highest level since 2023 amid auto tariffs Manheim's Used Vehicle Value Index that tracks used vehicle prices sold at U.S. wholesale auctions increased 4.9% last month to its highest level since 2023.

Used vehicle pricing barometer jumps to highest level since 2023 amid auto tariffs: www.cnbc.com/2025/05/07/u...

Luxury carmaker Ferrari warns of U.S. tariff risks after 17% jump in first-quarter profit Luxury carmaker Ferrari on Tuesday reported a significant upswing in first-quarter profit, citing robust demand for personalized vehicles.

Luxury carmaker Ferrari warns of U.S. tariff risks after 17% jump in first-quarter profit cnb.cx/3GBqPJ1

Inside GM’s decade-long battle to revive Cadillac as the quintessential American luxury car brand Here's how the brand is trying to get its portfolio back into shape and boost its status in the competitive luxury vehicle market.

Inside GM’s decade-long battle to revive Cadillac as the quintessential American luxury car brand: www.cnbc.com/2025/05/05/g...

Ford CEO says Trump's tariff reprieve is helpful, but more changes needed Ford CEO Jim Farley said it's "essential" for U.S. policies to encourage exports as well as reward companies, such as Ford, for their American production

Ford CEO says Trump's tariff reprieve is helpful, but more changes needed; wants Ford to be rewarded for current production and exports cnb.cx/4jXYhI2

Ford CEO Jim Farley touts American manufacturing, says “we never left” … unlike others. Farley says what if others who import vehicles invested as much as Ford in the US? Farley says 4 million more vehicles a year would be manufactured in the U.S.

Auto groups lobby Trump administration against parts tariffs in rare unified message The group – representing franchised dealers, suppliers and nearly all major automakers – say the upcoming levies could jeopardize U.S. automotive production.

".. The joint letter is uncharacteristic, if not unprecedented, for the automotive industry. Such organizations rarely, if ever, sign on to a single joint message."

@mikewayland.bsky.social @cnbc.com $GM $F $STLA $AN
www.cnbc.com/2025/04/22/a...

Trump wants automakers to move vehicle production to the U.S. It's not that simple Relocating production lines takes years of planning and construction and requires massive amounts of space and capital.

Trump wants automakers to move vehicle production to the U.S. Why it’s not that simple: www.cnbc.com/2025/04/23/t...

Auto groups lobby Trump administration against parts tariffs in rare unified message The group – representing franchised dealers, suppliers and nearly all major automakers – say the upcoming levies could jeopardize U.S. automotive production.

NEW: Auto groups lobby Trump administration against parts tariffs in rare unified message www.cnbc.com/2025/04/22/a...

Read Hertz CEO's letter to employees about Bill Ackman's 'significant' stake in the rental car firm Hertz CEO Gil West said he is "encouraged" and "energized" by prominent investor Bill Ackman taking a "significant" position in the rental car company.

NEW: Hertz CEO 'encouraged' by Ackman's 'significant' stake in the company, he tells employees in a message viewed by CNBC: www.cnbc.com/2025/04/18/h...

Nissan aims to 'max out' U.S. production plant amid Trump's tariffs Nissan 6-million-square-foot facility in Smyrna, Tennessee, is capable of producing 640,000 vehicles a year on three shifts, Meunier said.

NEW: Nissan aims to 'max out' U.S. production plant amid Trump's tariffs cnb.cx/42JHH8R

It’s all about inventories now. And how fast they’ll shrink.

@mikewayland.bsky.social
@cnbc.com $GM $F $STLA
www.cnbc.com/2025/04/16/u...

Nissan aims to 'max out' U.S. production plant amid Trump's tariffs Nissan 6-million-square-foot facility in Smyrna, Tennessee, is capable of producing 640,000 vehicles a year on three shifts, Meunier said.

NEW: Nissan aims to 'max out' U.S. production plant amid Trump's tariffs cnb.cx/42JHH8R

The auto industry is having an unprecedented challenge in trying to plan out their businesses. It’s “no longer the exception” … it’s pretty normal, says Magna CEO Swamy Kotagiri.

Elkann says company is hopeful regarding Trump's comments yesterday about "help" for some automakers: www.cnbc.com/2025/04/14/a...

Stellantis Chair John Elkann, who's leading search for a CEO, says “painful” tariffs are putting U.S. automotive industry “at risk.”