UK motor industry news: carmakers, EVs and charging, recalls, regulation and motorsport business
News and analysis from the Primary Ignition newsroom.
The way the AI trade has developed over the last two years has a subtle absurdity. Investors have poured money into NVIDIA, Broadcom, and Marvell, paying premium-on-premium multiples…
The fact that the same seven names consistently appear at the top of the list whenever the world breaks is almost too neat. ExxonMobil, Palantir, Lockheed Martin, RTX,…
Right now, private market trading platforms are experiencing an odd phenomenon. Anduril shares are quoted at about $94 by Forge and Notice, suggesting a current valuation of more…
In the week leading up to earnings, a certain level of anxiety develops around a stock like Palantir. Not the typical kind, where investors worry about an EPS…
The way Marvell Technology handled the POET situation was almost surgical. A partnership that POET’s CFO had been publicly celebrating a few days prior was abruptly terminated with…
When production slows down in a Canadian auto plant, there’s a certain sound: the parking lot is half full during shift change, there are fewer forklifts operating in…
The way auto loan rates have resisted declining this cycle is almost unyielding. The Federal Reserve made a cut. Analysts at Bankrate observed. The figures hardly changed. The…
When the fuel hedge desk does the math again and the result remains the same, there’s a certain silence in a Fort Worth boardroom. $4 billion. Before facing…
Right now, Delta Air Lines seems almost out of style. Delta sat in Atlanta, announced a dividend, beat earnings, and watched its stock close Monday at $68.20—barely moving,…
There’s a particular calm that surrounds Airbus that you don’t quite get from its American counterpart. Walk through the Toulouse final assembly line on a quiet weekday and…
