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The Morning Shift
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  • Newsletter

The Morning Shift

  • Exterior view of the San Jose Amigos Auto Sales, a used car dealer in San Jose, California.

    Used Car Prices Are The Highest They've Been Since COVID

    We're looking at the climbing prices of used cars, and South Korea's latest response to U.S. tariffs, Japanese auto worker unions, and Jeep's latest recall.

    By Amber DaSilva 9 hours ago Read More
  • Abandoned and foreclosed homes on Hendry Street in Boston, Massachusetts.

    Subprime Auto Loan Delinquency Is Only Getting Worse

    We're looking at how many car owners are behind on their loans, as well as the latest steps towards enacting a U.S./EU trade deal.

    By Amber DaSilva 1 day ago Read More
  • Three McLaren supercars driving down a highway during the company's 'Streets of Endurance' US road trip.

    McLaren Plans Performance SUV To Cap Lineup Expansion

    Can a performance SUV do for McLaren's fortunes what it did for Porsche, Lamborghini, and others?

    By Ryan Erik King 2 days ago Read More
  • Hyundai sign and logo above car dealership lot over building and showroom with clear, blue sky in background.

    Hyundai Data Breach May Have Exposed Data On As Many As 2.7 Million Drivers

    We're looking at a data breach at Hyundai, as well as dealers' climbing new-car inventories and more.

    By Amber DaSilva 3 days ago Read More
  • In an aerial view, Tesla cars sit parked in a lot at the Tesla factory on April 20, 2022 in Fremont, California. Tesla reported first quarter earnings that far exceeded analyst expectations with revenue of $18.76 billion compared to expectations of $17.80 billion.

    Tesla Loses Even More Ground In China

    We're looking at Tesla's sales figures in China, as well as the end of the short-lived Nexperia chip shortage and more.

    By Amber DaSilva 4 days ago Read More
  • People travel through Hartsfield-Jackson Atlanta International Airport on November 7, 2025 in Atlanta, Georgia.

    Airlines Scramble To Cancel Hundreds Of Flights To Meet FAA-Mandated 10% Cut

    In this morning's edition, we're looking at the first morning of the FAA's flight cuts and the 21% slash in Honda's annual profit forecast.

    By Ryan Erik King 7 days ago Read More
  • Tesla CEO Elon Musk attends the memorial service for political activist Charlie Kirk at State Farm Stadium on September 21, 2025 in Glendale, Arizona. Kirk, the CEO and co-founder of Turning Point USA, was shot and killed on September 10th while speaking at an event during his

    The Big Vote On Elon Musk's $1 Trillion Tesla Pay Package Is Here

    We're looking at the latest updates on Elon Musk's trillion-dollar Tesla payday, as well as Toyota and Honda's latest play for India.

    By Amber DaSilva 8 days ago Read More
  • A car hauler heads to cross the Ambassador Bridge between Windsor, Canada and Detroit, Michigan on the first day of President Donald Trump's new 25% tariffs on goods from Canada and Mexico on March 4, 2025 in Windsor, Canada.

    Automakers Beg Trump To Extend North American Free Trade Deal Worth 'Tens Of Billions Of Dollars'

    A cavalcade of automakers are telling the White House to extend the current North American free trade deal, Toyota finds a silver lining in rising US sales.

    By Ryan Erik King 9 days ago Read More
  • Close-up of flush-mounted, retracting door handle on Tesla automobile, San Ramon, California, September 21, 2020.

    Tesla Owners Across The Country Are Complaining About Their Malfunctioning Door Handles

    Tesla owners are complaining about issues with door handles on their cars, Toyota is getting ready to post its second-straight quarterly profit drop in the U.S.

    By Andy Kalmowitz 10 days ago Read More
  • A general view of the entrance to Nexperia a micro chip plant previously traded as Wafer Fab on November 19, 2022 in Newport, Wales, United Kingdom. The takeover of Britain's largest microchip plant Nexperia by a Chinese-owned company must be reversed the UK government has said. Newport Wafer Fab was acquired by Dutch-based technology company Nexperia, a subsidiary of Shanghai listed Wingtech, in July 2021. However, Nexperia must now sell 86% of its stake

    China To Relieve Looming Chip Shortage By Opening Up Exports To Some Companies

    We're looking at a break for companies hit by the new chip shortage, as well as the state of affairs at ZF.

    By Amber DaSilva 11 days ago Read More
  • A general view of the Nexperia plant on April 1, 2022 in Newport, Wales

    The New Chip Shortage Is Already Hitting Suppliers

    We're looking at the new chip shortage, as well as Audi adjusting its earnings estimates in the face of economic headwinds.

    By Amber DaSilva 14 days ago Read More
  • A sign for General Motors' Factory Zero plant is seen on October 29, 2025 in Detroit, Michigan. General Motors announced today it will be laying off 3,300 hourly employees around the country at plants that make electric vehicles and batteries due to slowing EV consumer interest. GM's all-electric Factory Zero plant, which manufactures the Chevrolet Silverado EV and the GMC Sierra EV, among others, will be hit the hardest, with 1,200 workers to be laid off.

    GM Pauses Factory Zero, Indefinitely Laying Off Workers

    We're looking at GM's Factory Zero pause, as well as BYD's less-than-stellar third quarter, and more.

    By Amber DaSilva 15 days ago Read More
  • The Chinese producer of electric cars BYD presents its vehicles (EV) on the 2nd day of the IAA MOBILITY 2025 automobile fair on September 10, 2025 in Munich, Germany. The IAA is taking place as German automakers are seeing profits lag and are struggling to maintain market share while Chinese automakers are making strong gains, especially with electric cars.

    China Could Ditch EV Subsidies

    We're looking at the possibility of China abandoning its EV subsidies, as well as the general distaste for Elon Musk's proposed trillion-dollar payday.

    By Amber DaSilva 16 days ago Read More
  • Tesla CEO Elon Musk attends the memorial service for political activist Charlie Kirk at State Farm Stadium on September 21, 2025 in Glendale, Arizona. Kirk, the CEO and co-founder of Turning Point USA, was shot and killed on September 10th while speaking at an event during his

    Elon Musk's Far-Right Politics Have Cost Tesla Millions

    In this morning's edition, we're looking at the effects of Elon Musk's far-right politics on Tesla sales, as well as the F-150 as a symbol of American trade.

    By Amber DaSilva 17 days ago Read More
  • sign marks the location of a General Motors dealership on July 22, 2025 in Chicago, Illinois. General Motors, the maker of the Chevrolet, Buick, GMC, and Cadillac brands, reported a $1.1 billion drop in the second quarter net income compared with the same quarter in 2024, which it attributed to increased costs and industry uncertainty stemming from tariffs imposed by the Trump administration.

    Tariff Costs Are Hitting Automaker Destination Fees

    We're looking at how tariffs are showing up in automaker destination fees, as well as the looming threat of our latest chip shortage.

    By Amber DaSilva 18 days ago Read More
  • Honda factory

    There's Another Chip Shortage Coming To Screw Up Vehicle Production

    The auto industry is gearing up for another semiconductor chip shortage, and Jaguar-Land Rover's cyberattack cost the UK economy over $2.5 billion.

    By Andy Kalmowitz 23 days ago Read More
  • VW ID Buzz

    VW ID Buzz Production Paused Due To Weak Demand

    Volkswagen pauses ID Buzz production in Germany because not enough people want one, and the Tesla Model Y and Model 3 Standard may hurt Tesla's bottom line.

    By Andy Kalmowitz 24 days ago Read More
  • Waymo self-driving Jaguar I-Pace with lidar and cameras on a city street with graffiti and colorful building facade in the Mission District, San Francisco, California, September 11, 2025.

    NHTSA Investigates Waymo For School Bus Safety

    We're looking at NHTSA's new investigation into Waymo robotaxi behavior near school buses, as well as the latest shortages to hit American auto factories.

    By Amber DaSilva 25 days ago Read More
  • A truck carries brand new cars on March 04, 2025 in Richmond, California.

    Trump's Tariffs Have Cost Automakers $10 Billion On Cars Imported From Canada And Mexico So Far

    So far, automakers have been eating most of the tariff-related costs in the U.S. but those days are coming to an end.

    By Andy Kalmowitz 28 days ago Read More
  • Tesla CEO Elon Musk attends the memorial service for political activist Charlie Kirk

    Tesla Is Still Fighting For Elon Musk's $56 Billion Payday

    Tesla sales are slumping, the Cybertruck's a flop, and Elon Musk desperately deserves fifty-six billion American dollars.

    By Amber DaSilva 29 days ago Read More
  • Stellantis logo

    Stellantis Is Making A $13 Billion Bet On Itself And The U.S.

    You could have your choice of men, but I could never love again.

    By Andy Kalmowitz 1 month ago Read More
  • Cybertruck crash test

    Tesla Cybertruck Sales Are In The Toilet

    Remember Elon Musk's ambitious sales promise for the Cybertruck? Yeah, that didn't happen.

    By Andy Kalmowitz 1 month ago Read More
  • SALE sign is seen at the San Jose Amigos Auto Sales, a used car dealer in San Jose, California.

    Get Ready For Car Prices To Climb

    The days of automakers absorbing tariff-related price increases may be ending, and that's bad news if you're buying a new car.

    By Amber DaSilva 1 month ago Read More
  • Ford Mustang Mach-E vehicles are seen for sale on a dealership lot on June 24, 2025 in Austin, Texas. Ford Motor is recalling more than 197,00

    Ford Cancels $7,500 EV Lease Credit Extension Following Pressure From Republican Senators

    Ford's plan to prolong the EV incentive seemed clever, but not everyone approved.

    By Andy Kalmowitz 1 month ago Read More
  • Tesla CEO Elon Musk speaks alongside U.S. President Donald Trump in the Oval Office of the White House on May 30, 2025 in Washington, DC.

    Elon Musk's Record Tesla Pay Package Could Net Him Tens Of Billions Even If He Does A Bad Job

    What does it take for the richest man in the world to get even richer? Turns out, not as much as we thought.

    By Andy Kalmowitz 1 month ago Read More
  • The Model Y standard, with Tesla's falling stock price overlaid

    Investors Didn't Like Tesla's Cheaper Model 3 And Model Y

    A pair of decontented EVs have left investors discontented.

    By Amber DaSilva 1 month ago Read More
  • U.S. President Donald Trump sits in the cab of a truck as he welcomes members of American Trucking Associations to the White House March 23, 2017 in Washington, DC.

    Trump Throws 25% Tariff On Medium- And Heavy-Duty Trucks Because Of 'Unfair Outside Competition'

    More noise from the White House, and not enough from Chevy's EV.

    By Andy Kalmowitz 1 month ago Read More
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