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The Morning Shift
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  • Newsletter

The Morning Shift

  • Toyota cars for sale at a dealership in Texas under a partly cloudy sky
    161

    A Crummy Economy Is Seriously Sinking Car Sales

    Slacking car sales, consumer uncertainty, how the EV wars in China are benefiting Tesla, and a little billion-dollar fraud forgiveness. It's a busy Tuesday.

    By Erin Marquis 1 month ago Read More
  • DEARBORN, MICHIGAN - APRIL 11: The new Ford F-150 truck goes through the assembly line at the Ford Dearborn Plant on April 11, 2024 in Dearborn, Michigan. Both the new F-150 and the all-new Ford Ranger trucks were launched today at a celebratory event at the Dearborn plant.
    53

    Automakers Are Investing In AI, But No One's Seeing Any Benefit Yet

    We're looking at automakers' enthusiasm for unproven AI, as well as the one nation on Earth that still likes Tesla and more.

    By Amber DaSilva 1 month ago Read More
  • A Tesla supercharger in Germany
    87

    Tesla's Sales Are Still Dropping All Around The World

    We're looking at Tesla's unending downward slide, as well as its continued investment in small-scale robotaxi services instead of, y'know, selling cars.

    By Amber DaSilva 2 months ago Read More
  • front view of a Mercedes-AMG GT XX concept
    52

    Mercedes Has An Ambitious Plan To Win Back The U.S. Luxury Sales Crown From Lexus And BMW

    Mercedes-Benz has big plans to fix and grow its U.S. sales with the help of high-performance EVs, and more

    By Andy Kalmowitz 2 months ago Read More
  • WASHINGTON, DC - NOVEMBER 19: U.S. President Donald Trump and Crown Prince and Prime Minister Mohammed bin Salman of Saudi Arabia stand for a photo with Tesla CEO Elon Musk, Nvidia CEO Jensen Huang and other participants at the U.S.-Saudi Investment Forum at the Kennedy Center on November 19, 2025 in Washington, DC. The forum is intended to bring together business leaders, innovators and political leaders with the goal of strengthening economic ties and promoting investment between the United States and Saudi Arabia
    62

    Automakers Line Up To Hang Out With Trump And Mohammed Bin Salman

    We're looking at automaker execs' social climbing, as well as Foxconn's latest EV plans and more.

    By Amber DaSilva 2 months ago Read More
  • The new Ford F-150 truck is launched at a celebratory event at the Ford Dearborn Plant on April 11, 2024 in Dearborn, Michigan.
    73

    A Labor Shortage Will Mess Up Trump's American Manufacturing Plans

    We're looking at how a skilled labor shortage could be a big issue for the Trump Administration's U.S. vehicle manufacturing plans and more.

    By Andy Kalmowitz 2 months ago Read More
  • Bollinger box truck
    39

    EV Truck Maker Bollinger Hasn't Paid Its Employees Or Suppliers In Months

    Struggling electric truck maker allegedly hasn't been paying its employees or suppliers, Toyota wants to adopt an incredibly long nine-year lifecycle for its vehicles, and more.

    By Andy Kalmowitz 2 months ago Read More
  • Amazon Autos Ford partnership
    36

    Ford And Amazon Team Up To Sell Used Cars Online

    Ford starts selling certified pre-owned cars on Amazon, Tesla gets out of a 6,000-employee class action lawsuit because of a judge's ruling and more.

    By Andy Kalmowitz 2 months ago Read More
  • Jaguar Land Rover motor company logo and name outside of a car engine factory
    16

    Cyberattack Decimated Jaguar-Land Rover's Already Weak Profitability

    The financial toll of Jaguar-Land Rover's cyberattack is getting clearer, Tesla wants to build cars without using any Chinese parts and more.

    By Andy Kalmowitz 2 months ago Read More
  • Exterior view of the San Jose Amigos Auto Sales, a used car dealer in San Jose, California.
    94

    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 2 months ago Read More
  • Abandoned and foreclosed homes on Hendry Street in Boston, Massachusetts.
    138

    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 2 months ago Read More
  • Three McLaren supercars driving down a highway during the company's 'Streets of Endurance' US road trip.
    25

    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 months ago Read More
  • Hyundai sign and logo above car dealership lot over building and showroom with clear, blue sky in background.
    54

    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 2 months 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.
    53

    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 2 months ago Read More
  • People travel through Hartsfield-Jackson Atlanta International Airport on November 7, 2025 in Atlanta, Georgia.
    45

    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 2 months 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
    82

    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 2 months 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.
    34

    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 2 months ago Read More
  • Close-up of flush-mounted, retracting door handle on Tesla automobile, San Ramon, California, September 21, 2020.
    0

    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 2 months 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
    0

    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 2 months ago Read More
  • A general view of the Nexperia plant on April 1, 2022 in Newport, Wales
    0

    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 3 months 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.
    0

    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 3 months 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.
    0

    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 3 months 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
    0

    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 3 months 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.
    0

    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 3 months ago Read More
  • Honda factory
    0

    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 3 months ago Read More
  • VW ID Buzz
    0

    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 3 months 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.
    0

    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 3 months ago Read More
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