Stellantis Stock: EV Reset, Big Buybacks and a Dividend US Investors Can’t Ignore
Stellantis N.V. is presented as a polarizing global auto stock, offering deep value and high cash returns amid slowing EV demand and aggressive cost-cutting. The article explores whether the company is a strong value play for US investors, emphasizing its strong North American performance, generous capital return policy, and disciplined EV strategy. It also addresses the structural headwinds of EV uncertainty, labor costs, and exposure to China and Europe.
The Chefs’ Warehouse, Inc. (CHEF) Reports Q4 revenue of $1.14B Versus Consensus of $1.1B
The Chefs’ Warehouse, Inc. (CHEF) reported Q4 revenue of $1.14 billion, exceeding the consensus of $1.1 billion. Chairman and CEO Christopher Pappas highlighted strong business activity, market share growth, and positive performance across domestic and international markets. The company projects FY26 revenue of $4.35B to $4.45B, aligning with analyst consensus, and Benchmark recently raised its price target to $84 due to strong underlying momentum.
CME Group director Gepsman sells $91k in stock
CME Group director Martin J. Gepsman sold 300 shares of the company's Common Stock Class A for $91,770, with each share priced at $305.9. This transaction occurred on February 20, 2026, leaving Gepsman with 24,999 shares. The sale took place as CME stock approaches its 52-week high, with the company also announcing extended trading hours for crypto futures and plans for new financial products.
Barclays Initiates Coverage of ON Semiconductor Corporation (ON) with an Equal Weight Rating
Barclays has initiated coverage of ON Semiconductor Corporation (ON) with an Equal Weight rating and a $75 price target, citing cautious optimism for an industrial recovery despite challenges like high China and auto exposure. This follows recent price target increases from Deutsche Bank and Needham after ON Semi reported strong Q4 non-GAAP EPS. The company continues to focus on intelligent power and sensing technologies, particularly in automotive, industrial, and AI data center power markets.
Fidelis Capital Partners LLC Acquires 36,255 Shares of NVIDIA Corporation $NVDA
Fidelis Capital Partners LLC increased its stake in NVIDIA (NVDA) by 13.7%, purchasing 36,255 shares to hold a total of 300,417 shares valued at approximately $56.05 million. This makes NVIDIA their fourth-largest holding, despite recent significant insider selling. Analysts maintain a broadly bullish outlook on NVIDIA, with a consensus "Buy" rating and an average price target of $264.20, driven by strong quarterly results and strategic partnerships.
Luxury Vehicles Most Popular in DC, CA, NJ
A LendingTree study found that Washington D.C., California, and New Jersey have the highest interest in luxury vehicles, specifically BMWs and Tesla Models Y and 3, based on auto loan queries from January to November 2024. This trend is correlated with high median incomes and urban traffic congestion in these areas. Conversely, states like North Dakota and cities such as Omaha, Nebraska, show the least interest in luxury cars, often due to sparser populations and lower incomes.
Elon Musk's Tesla Must Pay $243 Milllion In 2019 Fatal Autopilot Crash As Judge Says Evidence 'More Than Supports' Liability
A federal judge in Miami upheld a $243 million jury verdict against Tesla Inc. for a 2019 fatal crash involving its Autopilot system, stating that the evidence strongly supported the jury's decision. The crash, which killed one person and severely injured another, occurred when the Tesla's driver, relying on Autopilot, expected the car to brake but it instead accelerated into an intersection. The ruling comes as Tesla faces pressure regarding its robotaxi ambitions.
Tesla Robotaxi Crashes Raise Concerns About FSD Capabilities
Investor Ross Gerber has voiced concerns regarding Tesla's Full Self-Driving (FSD) technology after multiple Robotaxi crashes in Austin, Texas, suggesting that the system is not improving and may require hardware adjustments. These incidents, including a Tesla allegedly driving onto a boat ramp, raise questions about the safety and readiness of Tesla's FSD system and could impact public perception and regulatory scrutiny as the company plans to deploy a larger autonomous fleet.
U.S. Supreme Court Invalidates Some Trump Tariffs, But Most Auto Industry Tariffs Remain In Effect
The U.S. Supreme Court has invalidated some tariffs enacted by the Trump administration under the International Emergency Economic Powers Act of 1977, deeming them unconstitutional. However, most auto industry-related tariffs, including those on auto parts, steel, aluminum, and vehicles, remain in effect as they were issued under other laws like the Trade Expansion Act of 1962. This ruling means that car buyers should not expect immediate drops in new-car prices, as automakers continue to bear significant tariff costs.
CME Group director Gepsman sells $91k in stock By Investing.com
CME Group director Martin J. Gepsman sold 300 shares of Common Stock Class A for $91,770, with the company's stock trading near its 52-week high. This sale comes as CME Group is expanding its offerings through 24/7 crypto futures trading, developing rare earth futures, and planning single stock futures for Q3 2026. The company is also considering expanding its aluminium warehouse network in Asia.
CME Group director Gepsman sells $91k in stock
CME Group director Martin J. Gepsman sold 300 shares of Class A Common Stock for $91,770, with the stock trading near its 52-week high. The sale occurred as CME Group expands its offerings, including extending crypto futures trading hours, approving new aluminum warehouses, developing rare earths futures, and introducing single stock futures. Despite the positive business developments, InvestingPro analysis suggests the stock may be overvalued relative to its fair value.
What’s Next For Fortinet Stock?
Fortinet (FTNT) reported strong financial results for fiscal year 2025, with revenue up 14% to $6.80 billion and billings climbing 16% to $7.55 billion. The cybersecurity firm demonstrated robust profitability with a 37% non-GAAP operating margin and $2.21 billion in free cash flow, driven by strong demand for its solutions and a growing pipeline of recurring revenue from services. Looking ahead to 2026, Fortinet anticipates continued expansion, fueled by increasing enterprise deals, growth in unified SASE and AI-linked security solutions, and its strong cash position.
CME Group director Gepsman sells $91k in stock By Investing.com
CME Group director Martin J. Gepsman sold 300 shares of Class A Common Stock for $91,770, with the stock trading near its 52-week high. This sale follows CME Group's recent announcements, including extending crypto futures trading hours, expanding aluminum warehouses, developing rare earths futures, and introducing single stock futures. The company is actively diversifying its offerings and expanding its market reach.
CME Group director Gepsman sells $91k in stock
CME Group director Martin J. Gepsman sold 300 shares of Common Stock Class A for $91,770 on February 20, 2026, with the stock trading near its 52-week high after a 25% annual return. This sale coincides with CME Group's strategic expansions, including extending crypto futures trading hours, approving new aluminum warehouses, developing rare earths futures, and introducing single stock futures.
Tesla still has to pay $243 million over fatal Autopilot crash, judge rules
A federal judge has upheld a jury's verdict requiring Tesla to pay $243 million in damages related to a fatal 2019 Autopilot crash. The crash killed Naibel Benavides Leon when a Tesla driver, George McGee, ran into a parked SUV while distracted, despite trusting the Autopilot technology. The jury assigned Tesla 33% of the fault and awarded both punitive and compensatory damages.
James Fishback’s Azoria ETFs collapsed months after launch amid legal, financial scrutiny
James Fishback's Azoria Capital dissolved its two main exchange-traded funds (ETFs) less than six months after their launch due to limited investor interest and ongoing legal challenges faced by Fishback, who is also a Florida gubernatorial candidate. The liquidation comes after a federal judge ordered Fishback to surrender Azoria stock to satisfy a judgment owed to his former employer, Greenlight Capital. Fishback's political campaign is also facing scrutiny over fundraising, personal finances, and controversial rhetoric.
Guarantor: JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering $525,000 Buffered Digital Notes linked to the common stock of Tesla, Inc., with JPMorgan Chase & Co. fully and unconditionally guaranteeing the notes. These notes offer investors a fixed return of 29.15% at maturity if Tesla's stock performance meets certain conditions, but also carry risks including potential loss of up to 90% of the principal amount. The notes were priced on February 18, 2026, and are expected to settle around February 23, 2026.
JPMorgan cut Li Auto Inc. (LI) to Underweight from Neutral
JPMorgan downgraded Li Auto Inc. (LI) from Neutral to Underweight, lowering its price target to $14 due to an anticipated slowdown in China's auto industry and reduced profitability forecasts for Li Auto. The firm cited lower sales volumes, narrower margins, and a lack of new models as reasons for the downgrade. Despite this, Li Auto reported significant deliveries and continues to expand its retail and charging infrastructure.
Where Will Lucid Stock Be in 10 Years?
Lucid Group (NASDAQ: LCID) has seen its stock drop significantly since 2020 due to stagnant growth and high cash burn. Despite these challenges, the company showed early signs of a turnaround with increased revenue and deliveries in Q3 and Q4, and its high-end vehicles were immune to recent U.S. EV tax credit changes. The Saudi Arabian Public Investment Fund, which controls 64% of Lucid's shares, provides a crucial financial lifeline and strategic support, including a $2 billion credit line and a commitment to purchase up to 100,000 vehicles. Lucid's long-term success hinges on expanding into the mass market with more affordable models like the Gravity SUV and Lucid Earth, as well as its partnership with Uber for autonomous taxis.
Read the memo: Tesla rival Lucid cuts 12% of its US workforce as EV winter takes hold
Lucid Motors, a Tesla rival, is reducing its US workforce by 12%, excluding hourly production employees. Interim CEO Marc Winterhoff stated the cuts are necessary for organizational effectiveness and to optimize resources as the company aims for profitability amidst an industry-wide "EV winter" of plummeting sales. Despite doubling sales last year with the launch of its Gravity SUV, Lucid reported a net loss of nearly $1 billion in its last earnings and continues to burn cash.
Tesla unveils cheaper Cybertruck variant, but there's a catch
Tesla has introduced a more affordable Cybertruck variant in the U.S. for $59,990, a price Elon Musk stated is effective for only 10 days. The company also reduced the price of its premium Cyberbeast model to $99,990 and appears to be discontinuing its "Luxe Package." These moves come as Tesla faces challenges in Cybertruck sales, increased competition, and a slowdown in the broader EV market, leading to a strategy focused on price cuts.
Lucid Group Leans Into Autonomous Software Partnerships As Fleet Risks Mount
Lucid Group is shifting its strategic focus from purely vehicle sales to autonomous software and AI development through significant partnerships with Uber and Nuro for deploying premium EV fleets. This pivot, supported by executive leadership changes, positions Lucid to capitalize on recurring, software-centric opportunities in the autonomous fleet market. Despite this forward-looking strategy, the company still faces financial risks, including unprofitability and a short cash runway, highlighting the importance of successful execution on production and margin improvements.
Tesla canceled the car of the century
Bloomberg reports on the discontinuation of Tesla's Model S and Model X, highlighting the Model S's significant impact on the automotive industry despite its upcoming phase-out. The article reminisces about the Model S's early days and its role in popularizing electric vehicles, challenging traditional sales models, and pioneering over-the-air updates, even as Tesla shifts its focus towards robots and autonomous technology.
Tesla unveils cheaper Cybertruck variant, cuts Cyberbeast price to drive demand
Tesla has introduced a more affordable Cybertruck variant and reduced the price of its high-end Cyberbeast model, in response to challenges in attracting buyers for its electric pickup trucks. The new dual-motor all-wheel-drive Cybertruck is priced at $59,990, while the Cyberbeast's price has been cut to $99,990 from $114,990, with the "Luxe Package" likely being discontinued. These changes come as Tesla faces a slowdown in the broader EV market and aims to bolster demand for the Cybertruck.
Freedom Capital Raises Stellantis N.V. (STLA) to Buy from Hold
Freedom Capital has raised its rating for Stellantis N.V. (STLA) to Buy from Hold, with analyst Dmitriy Pozdnyakov issuing a $9 price target. This decision follows Stellantis's preliminary results showing a rise in auto deliveries and a strategic shift away from previous EV investment projections due to lower-than-expected demand. The company is reportedly considering exiting its U.S. battery joint venture with Samsung SDI to preserve cash.
Wall Street Analysts See XPeng (XPEV) as a Buy: Should You Invest?
Wall Street analysts currently have an average brokerage recommendation (ABR) of 1.70 for XPeng (XPEV), suggesting a "Strong Buy" to "Buy" rating based on 22 brokerage firms. However, the article cautions against solely relying on ABRs due to potential positive bias from brokerage firms. It recommends using the Zacks Rank, which for XPeng is currently a #4 (Sell), as a more reliable indicator because it is driven by earnings estimate revisions and has an audited track record of predicting stock performance.
Wall Street Cautious on Ford Motor Company (F)
Wall Street maintains a cautious stance on Ford Motor Company (F) following mixed Q4 2025 results. Analysts have reiterated both Buy and Hold ratings with varying price targets, despite the company's revenue decline but market share gains. Ford's CEO expects continued growth towards an 8% adjusted EBIT margin by 2029, with management anticipating strong adjusted EBIT and free cash flow for fiscal 2026.
Gallagher, Camden Property CAO, sells $18k in CPT stock
Michael P. Gallagher, Chief Accounting Officer at Camden Property Trust (NYSE:CPT), sold 169 shares of common stock for $18,324 to cover liabilities from restricted share vesting. Following the sale, Gallagher directly owns 39,640 shares. The company, a real estate investment trust, offers a 3.9% dividend yield and is considered overvalued by InvestingPro's Fair Value analysis.
SSR Mining (SSRM) Hits 15-Year High as Earnings Impress
SSR Mining Inc. (SSRM) experienced a significant rally, hitting a nearly 15-year high due to impressive earnings performance and the early redemption of senior convertible notes. The company swung to a net income of $395.7 million in the last year, a substantial increase from a $261 million net loss in 2024, with revenues soaring by 64% to $1.6 billion. SSRM also announced plans to redeem $230 million in convertible senior notes by March 19, 2026, offering noteholders the option to convert them into common shares.
GlobalFoundries (GFS), Renesas Electronics Announce Multi-Billion-Dollar Semiconductor Supply Chain Partnership
GlobalFoundries (GFS) and Renesas Electronics Corporation have announced a multi-billion-dollar partnership to enhance semiconductor supply chain resiliency. This collaboration will expand Renesas' access to GlobalFoundries’ specialized technology platforms and leverage GlobalFoundries' global manufacturing footprint, with initial production in the US extending to facilities worldwide. The agreement aims to support domestic chip production and meet the growing demand for semiconductors in various advanced applications like smart vehicles and AI-driven systems.
Wedgewood Partners Trims Alphabet Inc. Class A Position
Wedgewood Partners Inc., managed by David Rolfe, has reduced its position in Alphabet Inc. Class A (GOOGL) by selling 43,319 shares. Despite this, Alphabet Class A stock has seen significant gains over the past year and month, with Wall Street maintaining a Strong Buy view and high price targets due to strong Q4 2025 performance and accelerating AI-driven growth. TipRanks’ AI Analyst, Spark, rates GOOGL as "Outperform" based on strong financials, though tempered by weaker technical momentum and valuation concerns.
Two Creeks Capital Management Boosts Amazon Stake by 147,575 Shares
Two Creeks Capital Management, led by Ryan Pedlow, has significantly increased its stake in Amazon.Com, Inc. (AMZN) by adding 147,575 shares. Despite recent stock volatility and a massive capital expenditure plan, Wall Street analysts maintain "Strong Buy" ratings, citing AWS as a key growth driver. TipRanks' AI Analyst, Spark, rates AMZN as "Neutral" due to strong financial performance tempered by weakened free cash flow conversion and a demanding valuation.
Two Creeks Capital Management Boosts Amazon Stake by 147,575 Shares
Two Creeks Capital Management, managed by Ryan Pedlow, has significantly increased its stake in Amazon.Com, Inc. (AMZN) by purchasing 147,575 shares. Despite recent stock volatility and a massive capex plan, analysts maintain strong buy ratings for Amazon, citing AWS as a key growth driver, particularly with AI-driven gains. TipRanks' AI Analyst, Spark, rates AMZN as Neutral, acknowledging strong financial performance and AWS/AI acceleration but noting concerns about weakened free cash flow conversion and a demanding valuation.
Woodline Partners LP Boosts Broadcom Stake by 171,031 Shares
Woodline Partners LP, managed by Michael Rockefeller, significantly increased its stake in Broadcom Inc. (AVGO) by acquiring an additional 171,031 shares. Despite recent stock volatility, analysts maintain a StrongBuy rating for Broadcom, citing its leadership in AI ASIC and networking, particularly its partnership with Google. TipRanks’ AI Analyst, Spark, rates AVGO as "Outperform" due to strong financial performance and an upbeat outlook, although it notes a stretched valuation and mixed technical picture.
Blackstone Inc. Boosts Alphabet Class C Stake by 3,542 Shares
Blackstone Inc., managed by Stephen A. Schwarzman, has expanded its holdings in Alphabet Inc. Class C (GOOG) by 3,542 shares. Alphabet Class C has experienced a substantial 12-month rally of approximately 66%-73%, despite recent minor pullbacks, and analysts maintain a StrongBuy rating due to accelerating search and Google Cloud growth, coupled with strong AI momentum. TipRanks' AI Analyst, Spark, rates GOOG as an "Outperform" due to its robust financial performance and supportive technical trends, though it notes concerns regarding valuation and anticipated capital expenditure increases for 2026.
IBD Rating Upgrades: Oklo Shows Improved Relative Price Strength
Oklo (OKLO) has seen its Relative Strength (RS) Rating increase from 68 to 73, indicating improved market leadership. This proprietary rating tracks a stock's 52-week price movement against other stocks. The article highlights Oklo's recent upgrades and mentions related news discussing its rising market leadership and other financial activities.
Tesla cuts price of Cybertruck model Cyberbeast in US
Tesla has reduced the price of its most expensive Cybertruck model, the Cyberbeast, to $99,990 from $114,990 in the U.S. This price cut suggests the discontinuation of the "Luxe Package" which included Supervised Full Self-Driving and free Supercharger access. Separately, Tesla also introduced a new, cheaper all-wheel-drive variant of its Model Y SUV as part of its strategy to attract more cost-conscious buyers.
Tesla unveils cheaper Cybertruck model in US, cuts Cyberbeast price
Tesla has introduced a new, cheaper Cybertruck model in the US, priced at $59,990, making it their most affordable Cybertruck to date. The company also reduced the price of its high-end Cyberbeast model from $114,990 to $99,990. These price adjustments are part of Tesla's strategy to attract more cost-conscious buyers in 2026.
Talos Energy stock hits 52-week high at 13.45 USD By Investing.com
Talos Energy stock has reached a new 52-week high of $13.45 USD, marking a significant 40.13% increase over the past year, reflecting strong investor confidence and positive market sentiment. The company is set to announce earnings in five days, with analysts predicting a price target as high as $20 USD, suggesting it may still be undervalued. Recent developments include an Amended and Restated Credit Agreement extending their borrowing base to January 2030, and KeyBanc Capital Markets raising its price target to $13.50 due to potential balance sheet improvements and M&A opportunities.
BorgWarner Wins First 48V Electric Cross Differential Program with Chinese OEM
BorgWarner has secured its first global production program for a 48V electric cross differential (eXD) with a leading Chinese OEM, expanding its torque management portfolio for electric vehicles. This system integrates into the customer’s 48V electrical architecture, leveraging its benefits for energy efficiency and cost optimization. The eXD technology dynamically distributes torque to enhance traction, handling, and vehicle stability in various driving conditions.
Magna International Sets May 4, 2026 Date for Annual Shareholders’ Meeting
Magna International has filed a Form 6-K detailing arrangements for its annual shareholders' meeting, scheduled for May 4, 2026, with March 16, 2026, as the record date. The company emphasizes shareholder communication and governance processes, using notice-and-access for material delivery. Spark, TipRanks’ AI Analyst, rates TSE:MG as Neutral, noting solid financials and a supportive 2026 outlook balanced by recent profitability trends and an overbought technical setup.
Roper Technologies announces $0.91 per share dividend for April By Investing.com
Roper Technologies, Inc. has announced a dividend of $0.91 per share, continuing its record of 12 consecutive years of dividend increases and 35 years of maintenance. The payment is scheduled for April 22, 2026, to stockholders of record as of April 6, 2026, reflecting a current dividend yield of 1.11%. This announcement follows the company's Q4 2025 earnings, where it surpassed EPS expectations but slightly missed revenue forecasts.
Elon Musk Reiterates April Production Goal For Tesla's Cybercab, Says It Will Be 'Very Slow In The Beginning'
Elon Musk has confirmed Tesla's Cybercab will begin production in April, though he anticipates a slow start due to a "radical redesign of car manufacturing." The Cybercab, lacking pedals or a steering wheel, aims for a significantly higher production rate eventually. Musk also reiterated his belief that Tesla will have the world's largest autonomous fleet in the future.
10 Consumer Discretionary Stocks Whale Activity In Today's Session
This article details recent "whale activity" in options trading for ten consumer discretionary stocks. It highlights specific bullish, bearish, and neutral option trades for companies like Tesla, Amazon, and Nike, providing strike prices, expiration dates, total trade prices, and contract volumes for each. The report aims to help traders identify potential opportunities based on significant options movements.
How Much Is the 2026 Tesla Model Y?
The 2026 Tesla Model Y is now available, featuring new entry-level trims for both RWD and AWD configurations, expanding its lineup to five distinct trims. Pricing for the Model Y begins at $41,380, including destination, and ranges up to $58,880 for the Performance AWD model. The article details the features, range, acceleration, safety tech, and current incentives for each trim level.
Nissan Recalls Rogue SUV for Separate Engine-Related Issues
Nissan is recalling nearly 324,000 Rogue SUVs for two separate engine-related issues involving the 2023-25 and 2024-25 model years. One recall addresses breaking gears in the electric throttle body assembly, potentially causing a loss of power, while the other expands on a previous recall concerning engine oil breakdown and seizing engine bearings. Dealers will perform necessary repairs, including software reprogramming, inspections, and potentially engine replacement, all free of charge.
Why Is Billionaire Philippe Laffont Buying Sprouts Farmers Market Stock?
Billionaire hedge fund manager Philippe Laffont, known for his tech investments, has recently surprised the market by initiating a position in Sprouts Farmers Market (SFM), a specialty health-food retailer. This move, detailed in a recent 13F filing, comes as Sprouts Farmers Market exhibits solid financial growth, strategic operational strength, and an increasing integration of AI into its business model. Despite its stock being down 14% year-to-date, analysts hold a "Moderate Buy" rating for SFM, projecting a significant upside potential.
Supply Chains & Stability: Why Toyota is Looking Beyond BEVs
Toyota is adopting a multi-pathway strategy for vehicle electrification, diversifying its product portfolio beyond just Battery Electric Vehicles (BEVs) to include hybrids and hydrogen-powered vehicles. This approach aims to build resilience against market volatility, mitigate supply chain disruptions for critical minerals, and cater to diverse customer preferences and regional infrastructure limitations. By offering a range of sustainable options, Toyota seeks to maintain its market position and ensure customer access to low-carbon mobility solutions globally.
The Innovation ETF Up 22% That Most Tech Investors Have Never Considered
The iShares Exponential Technologies ETF (XT) has returned 22.63% over the past year, outperforming both QQQ and SPY benchmarks by diversifying across over 500 holdings in exponential-growth sectors like AI and genomics. While its one-year performance is strong, its five-year gain of 31% trails QQQ's 83%, demonstrating the trade-off of diversification versus concentrated leadership by mega-cap tech stocks. XT aims to provide broad innovation exposure without over-concentrating in specific high-flying names.
Tesla's Robotaxi service has had 14 crashes in Austin since taking to streets last year
Tesla's Robotaxi service has been involved in 14 crashes in Austin since its launch in June, including five recent incidents with property damage but no injuries. In contrast, Waymo, which operates a significantly larger fleet of fully driverless vehicles in Austin, reported 12 collisions from December to mid-January and 51 collisions since mid-June, with fewer injury-causing crashes over millions of miles compared to human drivers. The article highlights the differing scales of operation and reporting transparency between the two companies, with Tesla redacting much of its crash data.
