About this episode
Yesterday
Sept. 11, 2026 | Ford bets $1 billion on Kentucky Truck Plant; Bozard Ford’s Ed Roberts
18m 24s
Sep 10
Sept. 10, 2026 | Range Rover’s Martin Limpert on EV ambitions; VW restructuring’s massive price tag
20m 38s
Sep 9
Sept. 9, 2026 | Sonatus CEO on AI in the vehicle; Ford pushes back on Duffy’s security claims
22m 14s
Mar 2025
A New Round Of Auto Tariffs… And The Data Center Dash 3/26/25
54m 41s
Sep 2023
GM and Stellantis Facing more UAW Walkouts
36m 17s
Aug 2024
Carmakers strain to navigate the next swerves
19m 19s
Apr 2025
SOTS 2nd Hour: Tariff Updates, Earnings Wrap-up, and Is This Rally Real? – plus: Coca-Cola CEO Talks Results 4/29/25
42m 32s
Oct 2024
Here come Tesla earnings
6m 25s
Jul 2023
Regulating AI Hiring & Auto Sales Make A Comeback
29m 21s
Volkswagen signals a major U.S. pivot toward pickups and SUVs while German labor pushes back on restructuring. Plus, KPMG’s Lenny LaRocca talks about why the tariff meltdown has not come.
Ford drops a billion dollars on its most profitable plant just days after a broadside from the Trump administration. Plus, Bozard Ford COO Ed Roberts talks about his mobile service success.
Range Rover Global Managing Director Martin Limpert talks about electric ambitions, a new model and the U.S. bespoke push. Plus, Volkswagen puts a staggering number on its overhaul.
Sonatus CEO Jeff Chou talks about the software challenge of fitting artificial intelligence inside today’s vehicles. Plus, Ford fires back after the U.S. Transportation Secretary calls out its CATL and Geely deals.
<p>Auto stocks are stalling out, as the Trump admin announces new import tariffs. What those taxes will look like, and how carmakers can handle the rough roads. Plus Hyperscale demand on the rise, as tech leans even more into AI. The names leading the charge, and how one tech gia ... Show More
Bloomberg News Autos Reporter Gabrielle Coppola and Diana Lee, CEO at Constellation, discuss the United Auto Workers’ expanding their strike to 38 additional facilities run by General Motors and Stellantis. Eloisa Lewis, CEO of New Climate Culture, explains her work reimagining c ... Show More
After responding to the unexpected success of $720 bln Tesla, older manufacturers now face rising China exports amid slower EV growth. In this Viewsroom podcast, Breakingviews columnists discuss how GM, VW and others – including governments – are handling the nascent trade war. R ... Show More
<p>Fresh news on the tariff front when it comes to potential deals – and hopes of relief for the automakers… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest from the White House, alongside the morning’s biggest earnings stories: from GM pulling guidance and de ... Show More
Will the numbers improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders expected to drop. (2:16) Boeing has a tentative agreement with union to end strike. (2:56)
Show Notes
UBS upgrades view on U.S. stocks to attractive - here are its top picks
Earnin ... Show More
Episode 97: Neal and Toby discuss the latest legal troubles for AI and whether ChatGPT's first decline in growth is a telling sign. Plus, the US auto industry is alive & well with soaring sales from major automakers, which could be a turning point for the economy. Then, a look at ... Show More
