GM touts new V-8 engines in revived ‘truck wars’ with Ford, Ram amid lackluster EV sales
Why now
Thesis: GM V-8 push signals slower EV transition, supporting legacy margins
Catalyst to watch: Truck sales data or EV demand updates
Main risk: EV narrative weakness could hurt long-term positioning
Why it matters
GM pushing V-8 trucks amid weak EV sales signals slower EV transition, supporting legacy margins but softening EV narrative.
Details
The large, gas-guzzling models continue to sell well in pickup trucks thanks to their ability to tow and haul heavy things.
Sources
- cnbc · 2026-09-17 14:00 UTC