Track market-moving stories before they get noisy

Zoom is rebounding strongly, with >30% gains since early 2026, outperforming the broader market. Firming revenue growth, robust profitability, and a deeply undervalued stock underpin my reiterated buy rating. ZM's significant cash position and its >$1 billion stake in Anthropic provide additional upside and strategic flexibility.

I don't remember the last time Ford Motor (F +0.88%) shares sped up like this. The legacy automotive company completely shifted gears in May, positioning itself as an artificial intelligence (AI) play in a strategic move that sent its stock soaring 44.4% during the month, according to data provided by S&P Global Market Intelligence.

Image source: Getty Images.

What is the big Ford energy pivot? There were rumors that Ford may enter the energy business. On May 11, Ford formally launched Ford Energy, which will operate as a subsidiary of the parent company.

Ford Energy will battery energy storage systems (BESS) for data centers, utilities, and large industrial customers. Operations cover the full battery cell manufacturing process, from the production of electrode coils to module assemble and after-sales service.

While investors were fretting over Ford's loss-making electric vehicles (EV) business -- the Model e unit posted $4.8 billion in operating loss in fiscal year 2025 -- recalls costs, and choppy cash flows, the company was working behind the scenes, building BESS manufacturing sites and securing supply chains.

Ford has repurposed its existing EV battery manufacturing plant in Kentucky to build BESS as it strives to enter a red-hot market. The AI boom has suddenly put massive pressure on existing power grids, forcing data center operators and utilities to secure more flexible power solutions and increasingly rely on large-scale storage to manage peak demand and grid instability.

Ford Energy's flagship product, the Ford Energy DC block, is a standardized 20-foot containerized BESS that can last 20 years.

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Within a week of launch, Ford Energy signed a five-year agreement with EDF power solutions to provide up to 4 gigawatt hours (GWh) of DC BESS annually, with a total potential volume of up to 20 GWh over the term of the agreement. Ford expects first deliveries to begin in 2028.

Should you buy Ford stock now, or wait? Analysts have high expectations for Ford Energy, with Morgan Stanley analyst Andrew Percoco valuing the business at $10 billion. Ford's licensing agreement with Chinese battery maker CATL is touted as a significant competitive advantage, as it allows Ford to license battery technology and carve out a space in the BESS market.

The rally in Ford stock, however, means some of the initial optimism is already baked into the current stock price. That explains why the automotive stock has hit the brakes in June, with shares already falling 14% so far this month, as of this writing.

The pullback serves as a stark reminder that despite its new energy business, Ford is still tied to the traditional auto market. Right now, its car sales are far from impressive. In May, Ford's total vehicle sales dropped 13.6% compared to last year, with EVs leading the decline with a 44% drop. Hybrids also slipped nearly 16%, while standard gas-powered vehicles fell 12%.

By pivoting underutilized EV battery capacity toward battery storage, Ford is essentially trying to catch the AI wave. I believe that's a really smart move, but I wouldn't expect Ford to always trade like a hyper-growth tech company. The energy business, however, could provide a solid cushion against a weak auto business, especially if it is as profitable as many expect. That's one gamble investors may want to make for this 4%-yielding stock.

Karl Brauer takes the wheel of conversations in the automotive space, talking about what drew investors to Ford (F) as the stock hits the brakes following a stellar rally in recent weeks. He then calls Telsa (TSLA) a "car company in transition" as CEO Elon Musk shifts focus toward AI and robotics.

Two fires at the upstate New York facility last year proved extremely disruptive to the auto industry.

An aluminum plant in upstate New York is back online after nine months, meaning relief could be on the way for Ford, General Motors, and other U.S. auto manufacturers.

The blue Ford oval logo is displayed on the new Ford World Headquarters during its opening celebration in Dearborn, Michigan, U.S. November 16, 2025. REUTERS/Rebecca Cook/File Photo Purchase Licensing Rights, opens new tab

CompaniesJune 11 (Reuters) - Ford (F.N), opens new tab is ​recalling 548,463 vehicles in ‌the United States over an issue with the center console, the ​U.S. National Highway Traffic ​Safety Administration said on Thursday.

The ⁠issue relates to the console's ​chrome plating, which may bubble ​and peel over time, potentially resulting in sharp edges. Passengers who come ​in contact with these ​edges face an increased risk of injury, ‌the ⁠regulator said.

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The recall, which affects certain 2018-2024 Ford Expedition vehicles, may have been caused by the center ​console chrome ​trim that ⁠was manufactured by a supplier using parameters that did not meet ​Ford specifications, the NHTSA said.

As a ​remedy, ⁠the dealers will inspect and replace the center consoles as ⁠necessary, ​free of charge, ​per the regulator.

Reporting by Angela Christy in ​Bengaluru; Editing by Sherry Jacob-Phillips

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Both Bank of America (NYSE: BAC | BAC Price Prediction) and Ford (NYSE: F) flashed bullish technical signals over the past few months, but which one is better in a retirement portfolio right now?

Key Takeaways Novelis restarted its Oswego hot mill after two 2025 fires disrupted aluminum sheet production.F's aluminum shortage cut F-Series inventory and halted several vehicle production lines.Ford estimates 100,000 lost trucks in 2025 and a $1.5B-$2B impact through 2026. Ford Motor Company’s (F - Free Report) primary aluminum supplier in New York has resumed operations at its hot mill following two fires last year that shut down the facility and contributed to billions of dollars in lost production for Ford’s highly profitable F-Series pickup lineup.

The Novelis facility in Oswego, NY, is the largest U.S.-based supplier of automotive-grade aluminum sheet. A fire on Sept. 16, 2025, halted the rolling line of Novelis that produced aluminum sheets, while a second fire on Nov. 20, 2025, caused further damage to both the rolling equipment and parts of the plant. The aluminum sheets manufactured there are used to produce vehicle components such as hoods, fenders and other exterior body panels.

The disruption had a significant impact on Ford, which relies on aluminum body construction for its F-150 pickup, the best-selling vehicle in the United States for decades. The resulting aluminum shortage reduced the automaker’s truck inventory levels at dealerships ahead of the typically strong summer selling season.

Per Ford spokesperson Dave Tovar, the restart marks an important step forward, but it also highlights the challenges many automotive suppliers continue to face. Ford remains focused on working closely with suppliers to strengthen long-term supply chain resilience.

Per Ford CEO Jim Farley, the company currently has a solid supply of finished aluminum. F-Series inventory stands at roughly a 50-day supply nationwide, which is somewhat below Ford’s preferred level for trucks, but production is ramping up steadily, and the company expects a strong performance in the second half of the year.

Ford uses lightweight aluminum in its truck bodies to help improve fuel efficiency. The Novelis fires forced Ford to temporarily suspend production of the all-electric F-150 Lightning at its Rouge Electric Vehicle Center in Dearborn due to insufficient aluminum supplies. The company also briefly halted production of the Ford Expedition and Lincoln Navigator SUVs at its Kentucky Truck Plant in Louisville. In addition, the shortage constrained the output of the gasoline-powered F-150, which is assembled at Ford’s Dearborn Truck Plant and Kansas City Assembly Plant in Claycomo, Missouri.

Overall, Ford estimates it lost approximately 100,000 units of truck production in 2025 because of the supply disruption. To recover from last year’s inventory shortfall, the automaker plans to build an additional 50,000 trucks this year, targeting total production of about 150,000 units.

Per Ford, the aluminum shortage and manufacturing disruptions caused by the fires are projected to have a financial impact of between $1.5 billion and $2 billion through 2026. F carries a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

How did the Novelis Outage Impact Its Other Customers?Stellantis N.V. (STLA - Free Report) was also affected by the Novelis fire, leading the automaker to temporarily suspend production of the Jeep Grand Wagoneer at its Warren, MI, assembly plant. The Wagoneer lineup relies extensively on aluminum components supplied by Novelis, including key body panels such as the hood and doors. As a result of the supply disruption, production at the Warren facility was halted on Oct. 13, 2025, and remained idle until operations resumed during the week of Nov. 3, 2025.

General Motors Company (GM - Free Report) experienced only limited disruption from the Novelis fire, largely due to the supply chain risk management practices it developed after the 2011 tsunami and Fukushima nuclear disaster in Japan. That event exposed weaknesses in GM’s business continuity planning and prompted the company to adopt a more strategic approach to supply chain resilience. As a result, GM was better positioned to identify potential disruptions, assess supplier exposure and respond more effectively to supply chain challenges, helping it avoid the significant production impacts seen at some of its peers.

F’s Price Performance, Valuation and Estimates  Ford has outperformed the Zacks Automotive-Domestic industry in the last six months. Its shares have gained 3.9% against the industry’s decline of 4.9%. 

Image Source: Zacks Investment Research

From a valuation perspective, F appears undervalued. Going by its price/sales ratio, the company is trading at a forward sales multiple of 0.33, lower than the industry’s 3.48. 

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Ford’s 2026 EPS has moved up 6 cents in the past 30 days, while for 2027 EPS, it has moved down a penny in the past 60 days. 

Image Source: Zacks Investment Research

A Ford logo on a pickup truck for sale in Encinitas, California, U.S. October 20, 2025. REUTERS/Mike Blake/File Photo Purchase Licensing Rights, opens new tab

CompaniesJune 12 (Reuters) - Ford (F.N), opens new tab is ​recalling 255,404 vehicles in ‌the U.S. over an issue with the canister purge ​valve, which may ​malfunction, causing the engine to ⁠stall unexpectedly while driving, ​the U.S. National Highway ​Traffic Safety Administration said on Friday.

The recall affects certain 2012-2018 ​Focus vehicles which were ​previously repaired incorrectly, the regulator said.

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The ‌dealers ⁠will update the powertrain control module doftware free of charge, as per ​NHTSA.

The ​regulator ⁠said the affected vehicles may be ​identified with an illuminated ​malfunction ⁠indicator light or customers may observe inaccurate fuel ⁠gauge ​indication.

Reporting by Angela ​Christy in Bengaluru; Editing by ​Rashmi Aich and Mrigank Dhaniwala

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Published June 12, 2026 6:38pm EDT

The 2012-18 models face a malfunctioning purge valve that can cause excessive vacuum and fuel tank deformation Ford announced a recall covering more than a quarter million Ford Focus vehicles over an issue that may cause the engine to stall unexpectedly.

The recall affects 255,404 Focus vehicles from the 2012-18 model years due to an issue with the canister purge valve (CPV). These vehicles were covered by a prior recall, but the correct software fix may not have been installed on the affected vehicles.

If the fix wasn't properly installed, the CPV may malfunction and stick open, with the powertrain control module (PCM) unable to adequately detect the stuck open CPV.

"A CPV that is stuck open during the evaporative leak monitor check can cause excessive vacuum in the fuel system of these vehicles. Excessive vacuum can result in deformation of the plastic fuel tank," the recall report said.

FORD ISSUES RECALL FOR MORE THAN 548,000 VEHICLES OVER ISSUE WITH CENTER CONSOLE

Ford's recall affects over 255,000 Ford Focus vehicles from the 2012-2018 model years. (Scott Olson/Getty Images)

Affected vehicles may trigger a malfunction indicator light, or drivers may observe an inaccurate fuel gauge indication, inaccurate distance to empty and/or have drivability concerns.

Ford flagged a concern with the National Highway Transportation Safety Administration (NHTSA) that it found discrepancies that showed the software fix may not have been successfully applied to all vehicles.

MORE THAN 1 MILLION JEEP VEHICLES RECALLED OVER FIRE RISK AS OWNERS WARNED NOT TO PARK INSIDE

Ticker Security Last Change Change % F FORD MOTOR CO. 14.83 +0.12 +0.78% The company then identified the subset of affected vehicles and issued a recall earlier this month. Ford isn't aware of any reports of accidents or injury related to the issue.

Owners of affected vehicles will be notified by mail and instructed to take their vehicle to a Ford or Lincoln dealer to have the PCM updated, with software parts to be validated before the process concludes. 

FORD RECALLS NEARLY 420,000 EXPEDITION AND LINCOLN NAVIGATOR SUVS OVER SEAT BELT LOCKING ISSUE

Owners of recalled vehicles can take their vehicles to Ford and Lincoln dealerships for the software fix. (David Paul Morris/Bloomberg via Getty Images)

There will be no charge for the service. 

Ford approved a reimbursement plan for owners who paid to have the issue fixed prior to the May 2023 safety recall, and owners who paid out of their own expense to have repairs completed may be eligible for reimbursement.

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General Motors is expanding efforts to capitalize on the expected growth of energy storage and data centers by promoting different battery cell chemistries, while also offering more support for its electric vehicle owners to combat higher energy costs.

The Detroit automaker detailed plans Tuesday to increase its vehicle-to-grid capabilities — in which a vehicle can provide energy to the electric grid — for its EV customers and develop next-generation sodium-ion batteries that GM's battery leader said "will reshape grid-scale energy storage."

Both moves are meant to address concerns about rising energy costs amid an artificial intelligence boom. The stock market has speculated that vast sums of money will be spent on infrastructure to support a big data center buildout.

"Sodium-ion-powered energy storage systems have the potential to operate without active cooling and with much less system complexity," Kurt Kelty, GM's vice president of battery and sustainability, said Tuesday in a blog post. "In large energy storage systems, that matters."

Not having to cool the battery cells could lead to lower upfront costs as well as operating costs, the automaker said.

GM is partnering with Denver-based startup Peak Energy on sodium-ion battery cell development, after the company already demonstrated how the chemistry can "translate into lower costs and greater reliability," Kelty said.

The automaker expects the tie-up with Peak Energy will produce sodium-ion cells for customer use after 2028.

The leadership team of Peak Energy — which was founded in 2023 — includes former employees of Tesla, Lockheed Martin and battery developer Northvolt, according to its website.

A GM spokesman declined to comment on details or cost of the partnership with Peak Energy.

Along with developing new sodium-ion battery cells, GM said it is continuing work on reusing its large EV batteries for energy storage systems with companies such as Redwood Materials and producing lower-cost lithium iron phosphate, or LFP, battery cells through a joint venture with LG Energy Solution.

LFP batteries are viewed as a quick way for companies to take advantage of existing battery capacity, while GM said it sees the sodium-ion battery cells as a future solution for such systems.

"Our next-generation sodium-ion cell development will drive energy density higher, with the potential to outperform more mature chemistries, including LFP, over time. In a market increasingly shaped by cost pressure, energy demand growth, and geopolitical risk, that's a real differentiator," Kelty said.

GM has spent billions of dollars in recent years to increase its research and development as well as battery cell production for exponential growth of all-electric vehicles that did not materialize as planned.

GM, through its Ultium Cells joint venture, currently has about 90 gigawatt hours of production capacity at two plants, one in Ohio and one in Tennessee. Ultium Cells in March announced a $70 million investment to begin producing LFP batteries for energy storage systems at the Tennessee plant.

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Other automakers, including GM crosstown rival Ford Motor, have shifted to focus on energy storage to assist in filling capacity at multibillion-dollar battery plants in the U.S.

For GM customers, the ability to have an EV be capable of sending energy back to the grid during peak hours, or to power their home, through an energy storage system from the Detroit automaker could help with reducing energy costs and grid usage.

GM said it is seeking partnerships with utility companies nationwide to assist in offering such vehicle-to-grid services for customers. It's already working with utility companies in California and Michigan.

Residential electricity prices in the U.S. have risen by nearly 48% since January 2020, from 12.76 cents per kilowatt-hour to 18.83 cents per kilowatt-hour in March 2026, and are expected to rise to around 19 cents per kilowatt-hour starting in March 2027, according to a recent forecast by the U.S. Energy Information Administration.

GM on Tuesday also announced an "Energy Pass" that targets more seamless public charging for its EV customers, including when using Tesla Superchargers, and said all of the all-electric vehicles it produces as of the 2027 model year will include a North American Charging Standard charging port.

GM plans to revamp its energy business and place a big bet on sodium-ion batteries just as shares of rival Ford got a boost from a similar move a few weeks ago.

General Motors is releasing a software update that allows some U.S. electric-vehicle owners ​to pipe power back to the electric grid, another example ‌of car companies pursuing business opportunities in the energy sector.

General Motors GM is pushing into stationary electricity storage through a partnership with Peak Energy Technologies, a young battery startup focused on sodium-ion technology. The move could give GM a new route into one of the hottest power markets tied to the AI boom, as data centers place heavier pressure on the electric grid and investors look for new winners beyond traditional EV growth.

GM and Peak plan to build grid-scale batteries that can store electricity during off-peak hours and release it when utilities and major power users need it most. GM is also working to let more of its existing EVs send power back to the grid when plugged in at home, turning vehicles that sit idle 95% of the time into possible distributed energy assets. The company is taking an undisclosed equity stake in Peak through GM Ventures, while future production could happen at an existing GM facility or through a joint manufacturing plant.

The timing matters. GM and Ford F have spent tens of billions of dollars building EV programs, only to face slower US consumer adoption than expected. Ford has already attracted investor attention after a Wall Street analyst framed its $2 billion energy-storage push as a possible AI beneficiary, while GM is now leaning into a smaller but potentially expandable strategy. Peak expects $10 million in revenue this year, $100 million in 2027, and is backed by a $1.1 billion backlog. With US grid-battery demand expected to double by 2030 to more than 100 gigawatt-hours, GM's energy-storage pivot could become a new way to reuse its battery expertise while softening the blow from a still-money-losing EV business.

General Motors (GM - Free Report) ended the recent trading session at $79.43, demonstrating a -5.17% change from the preceding day's closing price. This move lagged the S&P 500's daily loss of 1.62%. On the other hand, the Dow registered a loss of 1.87%, and the technology-centric Nasdaq decreased by 1.98%.

The an automotive manufacturer's shares have seen an increase of 9.58% over the last month, surpassing the Auto-Tires-Trucks sector's loss of 4.7% and the S&P 500's loss of 0.03%.

The investment community will be closely monitoring the performance of General Motors in its forthcoming earnings report. The company is scheduled to release its earnings on July 21, 2026. The company is forecasted to report an EPS of $3.12, showcasing a 23.32% upward movement from the corresponding quarter of the prior year. Our most recent consensus estimate is calling for quarterly revenue of $46.65 billion, down 0.99% from the year-ago period.

GM's full-year Zacks Consensus Estimates are calling for earnings of $12.85 per share and revenue of $185.27 billion. These results would represent year-over-year changes of +21.23% and +0.13%, respectively.

It's also important for investors to be aware of any recent modifications to analyst estimates for General Motors. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 0.42% upward. General Motors currently has a Zacks Rank of #3 (Hold).

Looking at valuation, General Motors is presently trading at a Forward P/E ratio of 6.52. This denotes a discount relative to the industry average Forward P/E of 19.66.

It's also important to note that GM currently trades at a PEG ratio of 0.42. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Automotive - Domestic was holding an average PEG ratio of 0.93 at yesterday's closing price.

The Automotive - Domestic industry is part of the Auto-Tires-Trucks sector. This group has a Zacks Industry Rank of 182, putting it in the bottom 26% of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

United Auto Workers (UAW) President Shawn Fain delivers the keynote address at the UAW 2026 CAP Conference, the national conference of the union's political arm attended by top union... Purchase Licensing Rights, opens new tab Read more

CompaniesDETROIT, June 10 (Reuters) - The United Auto Workers has ​reached a deal with axle supplier ‌Dauch Corp (DCH.N), opens new tab after a 10-day strike against the company at its Three Rivers, Michigan, plant, ​union President Shawn Fain said on ​Wednesday.

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Dauch, formerly known as American Axle, ⁠supplies axles to General Motors' (GM.N), opens new tab full-size ​and midsize trucks from the plant.

Members of ​UAW Local 2093 will soon vote on the new agreement with the company that includes a ​top wage rate of $30 per hour ​by 2030, a more than 36% increase in four ‌years, ⁠said Josh Jager, bargaining chairman for Local 2093.

The strike will continue until the contract is ratified, the UAW said.

Workers at ​the Dauch ​plant ⁠in 2008 agreed to accept lower wages. Since then, the top ​wage has increased by $4 to $22 ​per ⁠hour, Jager said.

A Dauch spokesperson said in a statement: "We appreciate the efforts of both ⁠the ​UAW and Dauch labor ​negotiations teams to find common ground."

Reporting by Kalea Hall; ​Editing by Muralikumar Anantharaman and Jamie Freed

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Kalea Hall reports on the automotive industry, focusing on the Detroit Three automakers, from Detroit. Kalea was previously an automotive reporter at The Detroit News daily newspaper where she covered the auto industry and General Motors for more than five years. She’s been a professional reporter since 2013, when she started at The Vindicator, a daily newspaper in Youngstown, Ohio and her hometown paper. Growing up in an auto plant town inspired Kalea to deeply understand the industry, and helped her report award-winning stories for The Vindicator. At The Detroit News, she worked collaboratively with a team to break news and write comprehensive pieces. Kalea has a bachelor’s degree in journalism from Point Park University in Pittsburgh and a master’s degree in journalism from Michigan State University.

General Motors on Tuesday announced it's releasing a software update that allows some electric vehicle (EV) owners to send power back to the electric grid.

The update allows owners of GM's vehicle-to-home energy system, which allows the EV to power the home during a blackout, the expanded capability of sending electricity to the power grid.

Owners of the system would be able to sell power from their vehicle back to utility providers at times when demand is high, with GM getting a portion of the proceeds. EVs are viewed as an untapped resource for balancing the electric grid to meet surging demand from AI data centers as well as extreme weather events. 

GM said that it alone has over 250,000 bidirectional capable vehicles on U.S. roads at this time, while it will include the vehicle-to-grid technology in all planned future EVs. 

AUTO INDUSTRY TRADE GROUP URGES FEDS TO SCRAP GAS TAX AND REPLACE IT WITH A VEHICLE WEIGHT FEE

GM's vehicle-to-grid energy program would let consumers charge more cheaply and be compensated when their EV's power is sent back to the grid to support it during peak demand. (Megan Varner/Bloomberg via Getty Images)

It said that the quarter-million GM EVs that are capable of vehicle-to-grid energy transfers have the storage capacity to help power 120,000 homes for up to one week. 

GM said it's actively testing vehicle-grid integration technology through a partnership with Pacific Gas and Electric Company (PG&E), and it expects that, by 2030, there will be over 52,000 GM EVs actively participating in grid-balancing protocols.

It's also conducting tests in Michigan with DTE Energy, using the homes of GM employees to grow reliable backup capacity in a way that suits the preferences of home and EV owners, which GM Energy Vice President Wade Sheffer said is a "win for customers, automakers and utilities."

INSIDE GM'S $242M PUSH TO REBUILD AMERICA'S SKILLED TRADES WORKFORCE

Ticker Security Last Change Change % GM GENERAL MOTORS CO. 81.50 +0.65 +0.80% "Maintaining a safe, reliable, and affordable grid is paramount. This transition won't be easy, and we deeply respect the challenge of balancing day-to-day grid reliability with rapid innovation," Sheffer said in a letter, adding that the company sees three areas in which utilities, regulators and automakers can simplify the path forward.

Those include boosting the enrollment of customers in utility programs by GM and industry partners, educating them on EV grid support and the value in utility programs and rates, with best practices developed amid its ongoing regional pilot projects.

GM TAKES $7B HIT AFTER SHIFTING EV STRATEGY DUE TO SLOWING DEMAND

GM aims to have over 50,000 of its EVs participating in grid-balancing by 2030. (Nick Lachance/Toronto Star via Getty Images)

GM noted that consumers will be more motivated to participate when given clear and appropriate incentives, such as expanding localized, time-of-use tariffs, allowing EV owners to charge cost-effectively during energy surplus and receive appropriate compensation for supporting the grid during peak strain or times of need.

GM also said that streamlining paperwork, engineering reviews and utility interconnection processes to boost consumer confidence in being able to easily purchase and install a bidirectional charger.

"It's time for us to look at parking lots and driveways across our communities as a massive, distributed power asset waiting to be integrated. By working together, we can help secure an affordable, reliable, and resilient energy future for everyone," Sheffer's letter said.

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Reuters contributed to this report.

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium also includes the Zacks Style Scores.

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Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

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VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

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To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: General Motors (GM - Free Report) One of the world’s largest automakers, General Motors held the largest share of the U.S. auto market at 16.5% in 2024. Headquartered in Detroit, the auto giant has had a long and checkered history. Founded in 1908, the company rose to dominate the U.S. industry. However, hit by the financial crisis, General Motors filed for bankruptcy on Jun 1, 2009. Just within 40 days, the firm emerged from bankruptcy. In 2010, the company launched its IPO – the biggest in U.S. history at that time – and has been steadily profitable since then. From going bankrupt in 2009 to becoming one of the world’s best-run car companies, General Motors has indeed come a long way.

GM is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Auto-Tires-Trucks stock. GM has a Momentum Style Score of A, and shares are up 4.7% over the past four weeks.

10 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2026. The Zacks Consensus Estimate has increased $0.37 to $12.85 per share. GM boasts an average earnings surprise of +20.3%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, GM should be on investors' short list.

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New research center would mark a step towards realizing reliable, abundant fusion energy

SAN DIEGO--(BUSINESS WIRE)--General Atomics (GA) announced today that the company is collaborating with the U.S. Department of Energy (DOE) to develop design concepts for a facility dedicated to testing full-scale fusion power-plant “blankets,” a critical system that has never been tested at this scale.

“California, and San Diego in particular, is quickly becoming an epicenter of the fusion economy. A Blanket Test Facility would represent the next stage in turning scientific discovery into sustainable power.”

Share A new Fusion Blanket Component Test Facility (BCTF) would enable scientists and engineers to evaluate integrated fusion blanket systems. These systems use specialized lithium-based materials—solid, liquid, or salt—that line the inside of a fusion vessel to capture energy and produce the tritium needed to sustain fusion reactions. Successful testing would address a major scientific and engineering challenge on the path to realizing the world’s first commercial fusion power plant.

“This is an important phase for fusion energy in the United States,” said Dr. Anantha Krishnan, senior vice president of the General Atomics Energy Group. “No one has tested a fusion blanket at this scale. While there are more research and development challenges ahead, a BCTF brings us closer to turning fusion from proven science into practical, sustainable power.”

“This collaboration marks a critical step toward realizing fusion’s promise,” said Pattrick Calderoni, fusion program lead at Idaho National Laboratory. “A BCTF will enable us to test and qualify the components that will make fusion power possible.”

The public-private partnership was initiated by a seed investment from the U.S. Department of Energy, provided to INL to launch preconceptual design and lay the groundwork for establishing key collaborations. In addition to GA, the collaboration will include Idaho National Laboratory (INL), Kyoto Fusioneering, the University of California San Diego, and other key collaborators across industry and academia.

The plan is to develop a design that would leverage GA’s established Magnet Technologies Center, the former site where the ITER Central Solenoid, the world’s most powerful pulsed superconducting magnet, was completed last year. If the project proceeds to full construction, the existing infrastructure provides the advanced equipment and expertise needed to move the project on a faster timeline.

Engineers would use the facility to confirm that circulating blanket fluids can effectively remove heat, withstand mechanical stress, and safely extract fuel at power plant levels—critical steps needed before advancing to more complex neutron and tritium testing.

“The Blanket Test Facility would give the fusion community the speed and scale needed to de-risk next-generation blanket designs,” said Dr. Brian Grierson, director of Fusion Energy Technologies at General Atomics. “It’s where innovation meets practicality, and where we transform theory into real-world systems.”

As an associated effect, BCTF could also strengthen California’s growing image as a global hub for fusion research and engineering, particularly in San Diego. GA operates the DIII-D National Fusion Facility on behalf of the DOE, the nation’s largest magnetic-fusion user facility and testbed. San Diego hosts the Fusion Data Science and Digital Engineering Center, major academic programs at UC San Diego and San Diego State University, and a growing network of private-sector and government collaborators.

The emerging ecosystem was recently bolstered by California senate bill 80 (SB 80), which created the California Fusion Research and Development Innovation Initiative, the first state program of its kind to accelerate commercialization of fusion technologies. Ongoing efforts by the City of San Diego and the San Diego Regional Economic Development Council further reinforce the region’s potential role as a center for fusion innovation and advanced manufacturing.

“California, and San Diego in particular, is quickly becoming an epicenter of the fusion economy,” said Dr. Wayne Solomon, vice president of Magnetic Fusion Energy at General Atomics. “A Blanket Test Facility would represent the next stage in turning scientific discovery into sustainable power.”

Fusion is the same process that powers the sun. Instead of splitting atoms as in traditional nuclear power, fusion fuses light atomic nuclei to release massive amounts of energy, without long-lived radioactive waste. Researchers believe fusion could provide virtually limitless, carbon-free electricity to meet the growing global energy demand.

General Atomics is the first fusion company in the United States, establishing the first research program in 1957. Since then, the company has led international fusion research, advancing plasma physics, high-field magnets, and precision engineering. GA scientists and engineers in San Diego collaborate with teams across the globe to solve the scientific challenges of fusion energy, and develop critical solutions needed to make commercial fusion power a reality.

For more information about General Atomics’ research and technologies, visit GA.com/energy-systems-and-products.

About General Atomics

Since the dawn of the atomic age, General Atomics innovations have advanced the state of the art across the full spectrum of science and technology from nuclear energy and defense to medicine and high-performance computing. Behind a talented global team of scientists, engineers, and professionals, GA’s unique experience and capabilities continue to deliver safe, sustainable, economical, and innovative solutions to meet growing global demands.

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Key Takeaways GE secured more than 650 commercial engine orders in Q1 2026 from major airlines.GE won defense deals, including a $1.4B T408 engine contract for the U.S. Marine Corps.GE expects 2026 adjusted revenue growth in the low-double-digit range across key units. GE Aerospace (GE - Free Report) is witnessing strong order trends across its commercial and defense aerospace markets. Solid demand for its LEAP, GEnx & GE9X engines and services, supported by growth in air traffic, fleet renewal and expansion activities, is driving the Commercial Engines & Services business.

Recently, GE entered into a 10-year maintenance and overhaul deal with Japan Airlines to offer support services for the latter’s Boeing 787 fleet’s avionics systems. In first-quarter 2026, the company received orders for more than 650 commercial engines, including commitments from American Airlines, United Airlines and Delta Airlines. It also entered into a long-term materials agreement to support Ryanair’s fleet of about 2,000 CFM56 and LEAP engines.

While the commercial aerospace market has remained the major driver for the company, the defense side of the industry has also been witnessing positive momentum. GE has been witnessing robust orders for its propulsion & additive technologies, critical aircraft systems and aftermarket services in the defense sector.

Recently, GE secured a deal from Boeing Defence UK for the extension of support services for T700-GE-T701D engines. The contract will involve GE to provide logistics management, repair, maintenance and technical support services for these turboshaft engines that run the Apache AH-64E fleet of the British Army.

Apart from this, the company formed an agreement with the U.S. Air Force to work on the preliminary design review for its latest GE426 engine. Also, in first-quarter 2026, it clinched a $1.4 billion deal for T408 engines to support the U.S. Marine Corps’ CH-53K helicopter fleet.

Driven by business strength, GE expects adjusted revenues to increase in the low-double-digit range for 2026. This includes mid-teens growth in the commercial engines and services unit and mid-to-high single-digit growth in the defense and propulsion technologies unit.

GE's Peers in the Defense MarketHowmet Aerospace Inc. (HWM - Free Report) has also been witnessing positive momentum in the commercial and defense sectors. Howmet has been witnessing robust orders for engine spares across both these sectors. In the first quarter, revenues from the commercial and defense aerospace markets surged 20% and 10% year over year, respectively.

Its another peer, RTX Corporation (RTX - Free Report) is benefiting from strength in the aerospace market, with growth in both aftermarket and OEM verticals. RTX reported 10% organic sales growth in the first quarter, driven by solid momentum in the Collins Aerospace and Pratt & Whitney segments. Rising aircraft utilization and demand for sustainable technologies are supporting RTX Corp.’s growth.

GE's Price Performance, Valuation and EstimatesShares of GE Aerospace have increased 30.1% in the past year compared with the industry’s growth of 4.5%.

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From a valuation standpoint, GE is trading at a forward price-to-earnings ratio of 38.18X, above the industry’s average of 32.27X. GE Aerospace carries a Value Score of D.

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The Zacks Consensus Estimate for GE’s 2026 and 2027 earnings has been on the rise over the past 60 days.

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The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

GE Aerospace (GE - Free Report) closed the most recent trading day at $320.84, moving +1.14% from the previous trading session. The stock outpaced the S&P 500's daily gain of 0.58%. Meanwhile, the Dow gained 0.05%, and the Nasdaq, a tech-heavy index, added 0.91%.

Shares of the industrial conglomerate have appreciated by 11.86% over the course of the past month, outperforming the Aerospace sector's gain of 6.75%, and the S&P 500's gain of 4.96%.

The investment community will be closely monitoring the performance of GE Aerospace in its forthcoming earnings report. The company is predicted to post an EPS of $1.87, indicating a 12.65% growth compared to the equivalent quarter last year. Meanwhile, our latest consensus estimate is calling for revenue of $11.84 billion, up 16.64% from the prior-year quarter.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $7.46 per share and revenue of $48.38 billion. These totals would mark changes of +17.11% and +14.3%, respectively, from last year.

Investors should also pay attention to any latest changes in analyst estimates for GE Aerospace. Recent revisions tend to reflect the latest near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection has moved 0.19% higher. As of now, GE Aerospace holds a Zacks Rank of #3 (Hold).

In the context of valuation, GE Aerospace is at present trading with a Forward P/E ratio of 42.5. This signifies a premium in comparison to the average Forward P/E of 22.74 for its industry.

Also, we should mention that GE has a PEG ratio of 2.95. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. By the end of yesterday's trading, the Aerospace - Defense industry had an average PEG ratio of 1.56.

The Aerospace - Defense industry is part of the Aerospace sector. This group has a Zacks Industry Rank of 107, putting it in the top 44% of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

When General Electric split into three businesses, it was GE Aerospace (GE +0.76%) that kept the iconic ticker "GE". Notably, the CEO who orchestrated the three-way split stayed on to helm GE Aerospace. When you know that, perhaps it isn't as surprising that the company is doing so well. The interesting thing is that the future still looks incredibly promising.

GE Aerospace had a great first quarter In the first quarter of 2026, GE Aerospace posted adjusted revenue growth of 29% year over year. That drove adjusted earnings-per-share growth of 25% and adjusted cash flow growth of 14%. It was a very strong quarter for a business that serves an industry that is under significant strain today.

Image source: Getty Images.

For example, Spirit Airlines was forced into bankruptcy for the second time. And this time, it chose to liquidate rather than attempt a comeback. It isn't the only company facing financial stress, noting that the founder of JetBlue (JBLU +0.60%) has warned that the airline could end up in bankruptcy court, too, even though the company's current CEO disputes that claim. Still, the impact of higher jet fuel prices on the airlines that buy jet engines from GE Aerospace can't be ignored. And yet GE Aerospace continues to post strong financial results.

GE Aerospace's future looks quite bright In fact, despite the headwind of high jet fuel costs caused by the geopolitical conflict in the Middle East, GE Aerospace saw its orders grow 87% year over year in the first quarter. Building jet engines takes time, so orders often happen well in advance of delivery. And all the engines out there still need to be maintained, which supports the company's service revenues. All in, GE Aerospace's backlog stood at $210 billion. Of that total, $170 billion is related to services, which are an annuity-like income stream.

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In fact, the company is so well-positioned right now that management expects to hit the high end of its full-year guidance in 2026. Given the importance of service-related revenues, that optimism seems entirely reasonable. No wonder the stock has been on a fairly steady ascent since General Electric was broken into three businesses in early 2024.

While it is impossible to predict whether investors will continue buying GE Aerospace stock, given its lofty 40x price-to-earnings ratio, the company's huge backlog certainly suggests the business will remain robust for the foreseeable future. And if that's the case, growth investors seem unlikely to suddenly abandon the shares.

CEO of GE Aerospace Larry Culp spoke with Bloomberg's Co-Anchor of The Opening Trade Guy Johnson about GE's recent corporate restructuring and the company's current position and strategic outlook within the aerospace industry. -------- More on Bloomberg Television and Markets Like this video?

BLOOMFIELD, Conn., June 09, 2026 (GLOBE NEWSWIRE) -- LiquidPiston, Inc., a leading innovator in compact, efficient, heavy-fueled rotary combustion engine technologies and hybrid power systems, today announced that Mark Little, Ph.D., former Chief Technology Officer at GE and Director of GE Global Research, has joined the company’s Board of Directors.

As Director at GE Global Research and a company officer for 22 years, Little served as a senior leader running technology teams and multi-billion dollar global businesses, including GE Power Generation, a supplier of gas turbines, steam turbines, combined cycle power plants, aeroderivatives, reciprocating engines, wind turbines, and water systems.

In that role, Little led an international scientific and engineering team of 2,600 employees, one of the world’s largest and most diversified industrial research and development organizations. As CTO, Little was responsible for 50,000 technologists across GE’s many businesses.

“If there was a Venn diagram of skills most applicable to LiquidPiston’s business, Mark Little would reside in the middle,” said Alec Shkolnik, President, CEO and co-founder of LiquidPiston.

“Mark blends unmatched experience across research and development, engineering, and scientific discovery with a business acumen and customer-first mindset that will be invaluable for us. We are already beginning to tap into his decades of experience as a leader in power generation and research-driven engineering environments. On top of those qualifications, Mark is extremely well connected and knowledgeable, and will provide an increased level of governance as we move LiquidPiston toward the commercialization phase.”

LiquidPiston has won $65 million in development contracts with the U.S. Army and U.S. Air Force in areas including power generation and hybrid flight. Those wins, paired with Little’s experience working in highly demanding, mission-critical markets at GE Global Research and GE Energy before that, attracted him to the company.

“I’ve been very fortunate to have had a career that’s been professionally rewarding in so many ways,” said Little. “My long tenure at GE is very formative to how I approach leadership today, and I’m excited to join the LiquidPiston board, where I can have a true impact by helping the company advance cutting-edge power solutions for the world’s most demanding customers.”

LiquidPiston Milestones to Date

$65 million in technology development contracts with the U.S. Army and U.S. Air Force.113 patents demonstrating technology innovation.$50+ million raised from nearly 20,000 investors. About Mark Little, Ph.D.

Mark M. Little, Ph.D. ’82 is former Senior Vice President and Chief Technology Officer of the General Electric Company (GE) and the former Director of GE Global Research. As Director of GE Global Research, Little led a highly diversified industrial research organization of approximately 2,600 scientists and engineers across facilities in the United States, India, China, Brazil, Israel, and Germany. As CTO, Little was responsible for 50,000 technologists across GE’s many businesses. Little joined GE in 1978 within the turbine business, advancing through various strategic management roles and eventually serving as Vice President of GE Power Generation and Vice President of the power-generation segment for GE Energy. Little holds a bachelor’s degree from Tufts University, a master’s degree from Northeastern University, and earned his Ph.D. in mechanical engineering from Rensselaer Polytechnic Institute.

About LiquidPiston

LiquidPiston, Inc., based in Bloomfield, Conn., is a leading developer of compact internal combustion engines and hybrid power solutions that scale efficiently and operate on fossil or renewable fuels. The company’s patented High Efficiency Hybrid Cycle™ and novel engine architecture support next-generation fuel-to-energy conversion for hybrid power systems used in unmanned aerial systems, mobile power generation, and APU applications.

Key Takeaways GE's Defense & Propulsion orders surged 67%, while revenues rose 19% to $3.2B in Q1 2026.GE secured contracts, including a $1.4B T408 engine deal and a $5B F110 engine program.GE expects mid-to-high single-digit segment revenue growth and operating profit of $1.55B-$1.65B in 2026. GE Aerospace (GE - Free Report) is witnessing strong momentum in its Defense & Propulsion Technologies segment, supported by a solid pipeline of orders. Growing popularity for the company’s propulsion & additive technologies, critical aircraft systems and aftermarket services in the defense sector is driving the segment’s performance.

The company recently secured a deal from Boeing Defence UK for the extension of support services for T700-GE-T701D engines. The contract will involve GE to provide logistics management, repair, maintenance and technical support services for these turboshaft engines that run the Apache AH-64E fleet of the British Army. It entered into a multi-year partnership with Palantir Technologies Inc. (PLTR) in March 2026 to work on improving the fleet management and operational readiness of the U.S. Air Force’s military aircraft.

In first-quarter 2026, GE clinched a $1.4 billion deal for T408 engines to support the U.S. Marine Corps’ CH-53K helicopter fleet. This apart, its $5 billion contract from the U.S. Air Force to supply F110 engines, parts and support services as part of a Foreign Military Sales (FMS) program is noteworthy.

GE’s strong pipeline of projects supported its first-quarter results as the Defense & Propulsion Technologies segment’s orders surged 67% and revenues increased 19% to $3.2 billion. The segment’s operating profit grew 17% to $379 million.

Robust budgetary provisions for the defense sector set the stage for GE Aerospace, which remains focused on winning more defense contracts, which is likely to boost its top line. For 2026, GE expects revenues from the Defense & Propulsion Technologies segment to increase in the mid-to-high single-digit range, whereas operating profit is anticipated to be in the band of $1.55-$1.65 billion.

GE's Peers in the Defense MarketAmong its major peers, Textron Inc. (TXT - Free Report) enjoys solid demand for its defense products as well. In the first quarter of 2026, revenues from Textron’s Bell segment increased year over year, driven by continued growth on the MV-75 Cheyenne program. Textron Systems revenues increased 13% largely due to higher volume on the Ship-to-Shore Connector program and military training services at ATAC.

Its another peer, RTX Corporation (RTX - Free Report) , is witnessing solid bookings and backlog levels. RTX’s strong backlog supports a positive outlook for revenue growth in its defense business, which is expected to strengthen profits over the long term. RTX won several notable defense contracts during the first quarter of 2026, which resulted in solid bookings of $14 billion and a record backlog of $271 billion.

GE's Price Performance, Valuation and EstimatesShares of GE Aerospace have gained 1.6% in the past three months against the industry’s 12.4% decline.

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From a valuation standpoint, GE is trading at a forward price-to-earnings ratio of 41.29X, above the industry’s average of 31.83X. GE Aerospace carries a Value Score of D.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for GE’s 2026 and 2027 earnings has increased over the past 60 days.

Image Source: Zacks Investment Research

The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.