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- China Car Sales Drop Again - Cheap Foreign Labor Pushes China to Automation - Carvana to Invest in Slate - VinFast Reports 42% Revenue Increase - Dodge Charger Headed to Europe - Peugeot Launches EV Hot Hatch - Pepsico Operates 41 Autonomous Trucks - Uber Opens London Robotaxi Waitlist - Tesla Expands Robotaxi Service in Austin - Dongfeng Debuts AV Van - Firestone Celebrates 100 Years of Service
- China Car Sales Drop Again - Cheap Foreign Labor Pushes China to Automation - Carvana to Invest in Slate - VinFast Reports 42% Revenue Increase - Dodge Charger Headed to Europe - Peugeot Launches EV Hot Hatch - Pepsico Operates 41 Autonomous Trucks - Uber Opens London Robotaxi Waitlist - Tesla Expands Robotaxi Service in Austin - Dongfeng Debuts AV Van - Firestone Celebrates 100 Years of Service
Today on CarEdge Live, Ray and Zach discuss the latest news on Carvana. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
How do you know if an AI system is trustworthy, compliant, ethical, and fit for purpose? In this episode of the FIT4Privacy Podcast, Punit Bhatia is joined by Stella Liu, an AI evaluation expert and founder of AI Evals & Analytics, to unpack one of the most practical and overlooked challenges in AI today: how to evaluate AI systems before and after deployment. KEY MOMENTS 02:09 —AI Definition 03:02 —AI Evaluations 10:31 — Why AI Testing Is Hard 14:06 — Evals Plus Analytics 18:15 —Synthetic Data 23:47 —Protecting Privacy Ethical 29:05 — AI Evals as a Company 29:52 —How to reach Stella Liu Stella explains why AI behaves differently from traditional software, why testing code alone is no longer enough, and how AI evaluations (AI evals) help organizations assess real-world behavior, risk, and performance. From evaluation driven development to continuous monitoring in production, the conversation explores how teams can move beyond guesswork and hype toward repeatable, measurable AI governance. ⸻ ABOUT THE GUEST Stella Liu is the Co-founder of AI Evals & Analytics (Maven), where she created the AI Evals & Analytics Playbook and teaches top-rated courses on LLM evaluation, monitoring, and product alignment. She's also the Head of AI Applied Science at ASU, leading evals and analytics across university-wide AI products and building higher-ed's first formal AI evaluation framework, and she previously led data science at Shopify and Carvana with 12+ years shipping large-scale ML systems. ABOUT THE HOST Punit Bhatia is one of the leading privacy experts who works independently and has worked with professionals in over 30 countries. Punit works with business and privacy leaders to create an organization culture with high privacy awareness and compliance as a business priority. Selectively, Punit is open to mentor and coach privacy professionals. ⸻ Resources & Links Guest Links Stella Lui • Website: https://maven.com/ • LinkedIn: https://www.linkedin.com/in/wenxingl/ Grow Skills (Privacy Courses & Insights) • Courses: https://growskills.store/courses/ • Insights: https://growskills.store/insights/ • Website: https://growskills.store/ FIT4Privacy • Website: https://www.fit4privacy.com • Podcast: https://www.fit4privacy.com/podcast • Blog: https://www.fit4privacy.com/blog • YouTube: http://youtube.com/fit4privacy Punit Bhatia • Website: https://www.punitbhatia.com Books • Be Ready for GDPR • AI & Privacy – How to Find Balance • Intro to GDPR • Be an Effective DPO
Friday - Clark Stinks day! Lane (Clark's wife!) shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also today - A shocking 81% of consumers admit to routinely making impulse buys. But while small impulse buys hurt your weekly budget, there is one major lifestyle purchase that can absolutely sabotage long-term wealth: our second biggest purchase in life - a vehicle. The average cost of a car has climbed to a whopping $50,000, yet we still get tired of our rides and cycle through them too quickly. By making a single change to how, what, and how often you buy an automobile over your working lifetime—and investing those savings into the stock market instead—you could easily put an extra $250,000 directly into your pocket by the time you retire. Use our Wealth Impact Calculator to turbocharge your retirement savings today: All this and more on the May 29, 2026, episode of The Clark Howard Show. Clark Stinks: Segments 1 & 2 Car Buying & Your Retirement: Segment 3 Ask Clark: Segment 4 Mentioned on the show: What Is an HSA Account and How Does It Work? - Clark Howard Is a 401(k) Loan a Good Idea? Almost Never - Clark Howard 401(k) Loan Calculator - Clark Howard Why Does My Locked Credit Card Still Allow Charges? - Clark Howard Lost Your Credit Card? How To Place a Temporary Freeze on Your Account How To Get a Gym Membership for Practically Free - Clark Howard USA TODAY: Why you keep impulse buying, even when broke A Single Change to Your Car-Buying Habits Could Add $250,000 to Retirement Calculator: Wealth Impact of Buying Cars The Best Car-Buying Services - Clark Howard Do I Need a Mechanic Inspection When Buying a Used Car from CarMax or Carvana? 5 Best Places To Buy Pet Medicines - Clark Howard Clark.com resources: Episode transcripts Community.Clark.com / Ask Clark Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices. Visit megaphone.fm/adchoices
There's finally another way to buy a new car, as companies like Carvana and Volkswagen's new brand Scout are challenging the traditional dealership model. WSJ's Christopher Otts explains how a decades-old system is starting to show some wear. Jessica Mendoza hosts.Further Listening: - Why People Aren't Lining Up for This $120,000 Job - The Repo Man Is Busier Than Ever Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
How do you know if an AI system is trustworthy, compliant, ethical, and fit for purpose? In this episode of the FIT4Privacy Podcast, Punit Bhatia is joined by Stella Liu, an AI evaluation expert and founder of AI Evals & Analytics, to unpack one of the most practical—anud overlooked—challenges in AI today: how to evaluate AI systems before and after deployment. KEY MOMENTS 02:09 —AI Definition 03:02 —AI Evaluations 10:31 — Why AI Testing Is Hard 14:06 — Evals Plus Analytics 18:15 —Synthetic Data 23:47 —Protecting Privacy Ethical 29:05 — AI Evals as a Company 29:52 —How to reach Stella Liu Stella explains why AI behaves differently from traditional software, why testing code alone is no longer enough, and how AI evaluations (AI evals) help organizations assess real‑world behavior, risk, and performance. From evaluation‑driven development to continuous monitoring in production, the conversation explores how teams can move beyond guesswork and hype toward repeatable, measurable AI governance. ⸻ ABOUT THE GUEST Stella Liu is the Co-founder of AI Evals & Analytics (Maven), where she created the AI Evals & Analytics Playbook and teaches top-rated courses on LLM evaluation, monitoring, and product alignment. She's also the Head of AI Applied Science at ASU, leading evals and analytics across university-wide AI products and building higher-ed's first formal AI evaluation framework, and she previously led data science at Shopify and Carvana with 12+ years shipping large-scale ML systems. ABOUT THE HOST Punit Bhatia is one of the leading privacy experts who works independently and has worked with professionals in over 30 countries. Punit works with business and privacy leaders to create an organization culture with high privacy awareness and compliance as a business priority. Selectively, Punit is open to mentor and coach privacy professionals. ⸻ Resources & Links Guest Links Stella Lui • Website: https://maven.com/ • LinkedIn: https://www.linkedin.com/in/wenxingl/ Grow Skills (Privacy Courses & Insights) • Courses: https://growskills.store/courses/ • Insights: https://growskills.store/insights/ • Website: https://growskills.store/ FIT4Privacy • Website: https://www.fit4privacy.com • Podcast: https://www.fit4privacy.com/podcast • Blog: https://www.fit4privacy.com/blog • YouTube: http://youtube.com/fit4privacy Punit Bhatia • Website: https://www.punitbhatia.com Books • Be Ready for GDPR • AI & Privacy – How to Find Balance • Intro to GDPR • Be an Effective DPO
Today on CarEdge Live, Ray and Zach discuss the latest info on Carvana. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
- Chinese Cars Infiltrate America Anyway - Chinese Robotaxis Dodge U.S. Tech Bans - Xpeng Robotaxis Ditch Lidar For Cameras - WeRide Plans Massive Robotaxi Fleet - Will Robotaxis Cripple Car Sales? - Carvana Rattles Stellantis Dealers - U.S. Fees Fleece EV and Hybrid Drivers - Renault Launches Niagara Hybrid Truck - Geely Buys Radar Pickup Brand - Risky Auto Loans Spark Alarm
- Chinese Cars Infiltrate America Anyway - Chinese Robotaxis Dodge U.S. Tech Bans - Xpeng Robotaxis Ditch Lidar For Cameras - WeRide Plans Massive Robotaxi Fleet - Will Robotaxis Cripple Car Sales? - Carvana Rattles Stellantis Dealers - U.S. Fees Fleece EV and Hybrid Drivers - Renault Launches Niagara Hybrid Truck - Geely Buys Radar Pickup Brand - Risky Auto Loans Spark Alarm
Plus: online used-car retailer Carvana is expanding into new-car dealerships. And Elliott Investment Management has built a large stake in life-science tool provider Bio-Rad. Danny Lewis hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest is Harrison Moot, co-founder and CIO of Sandstone, who walks us through Europe's largest vertically integrated online marketplace for used cars. Auto1 is often shorthanded as the Carvana of Europe, and the comparison directionally fits, but the differences are what make the company worth understanding on its own terms. The core of the conversation is how Harrison frames the company. He argues that Auto1 is best understood as a pan-European clearing house for used vehicles rather than a dealer with a website, and that the model only works because the company built its consumer sourcing engine and its wholesale dealer liquidity for nearly a decade before ever launching the consumer retail business. Owning the sourcing, logistics, refurbishment, and financing stack across thirty fragmented national markets gives Auto1 a pricing and routing advantage that local dealers and asset-light classifieds cannot replicate. Please enjoy this Breakdown of Auto1. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at colossus.com/subscribe. ----- This episode is brought to you by Portrait Analytics - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before. Sign-up for a free trial today at portraitresearch.com ----- Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Timestamps (00:00:00) Welcome to Business Breakdowns (00:03:35) Auto1 Business Overview (00:07:06) European Market & C2B Model (00:12:31) Founding Story & Sequencing (00:16:39) Why Cazoo Failed (00:16:42) Cazoo vs. Auto1 Approach (00:18:29) How a Transaction Works (00:22:11) Dealer Buying Patterns (00:25:49) Retail vs. Wholesale (00:26:18) Consumer Financing & ABS (00:27:57) ABS Lowers Funding Costs (00:28:16) Unit Economics by Segment (00:32:37) Network Effects & Data Moat (00:37:35) Path to Margin Expansion (00:42:23) Balance Sheet & Working Capital (00:44:40) Four Growth Levers (00:48:27) Dealers: Customers Not Competitors (00:53:17) Four Key Business Risks (00:54:12) Inventory Risk & Mitigants (00:58:32) Valuation Framework & Multiples (01:03:14) Vertical Integration & Capital Cycles
In the first quarter, the auto finance industry balanced strong auto loan originations with persistent affordability challenges, shifting EV demand and rising asset-backed securitization activity. Auto lenders, including PenFed Credit Union, Driveway Finance and Carvana posted strong first-quarter gains, signaling continued demand for auto loans, according to their earnings releases last week. PenFed's originations jumped 88% year over year, while Driveway Finance's originations rose 34.8% YoY and Carvana's originations increased 59.3% YoY as digital sales and product expansion drove growth. Affordability, however, remained a key constraint with Q1 earnings for dealership groups, including Asbury Automotive Group, Group 1 Automotive and Penske Automotive, showing declines in sales and mixed finance and insurance revenue. To offset pressure, dealers are leaning on longer loan terms and payment-focused financing strategies as higher vehicle prices and interest rates continue to affect consumers. Meanwhile, OEM captive finance performance varied, as GM Financial's originations declined 15.8% YoY, while Ford Credit reported higher finance and lease penetration in Q1. In addition, Stellantis returned to profitability, supported by higher vehicle sales and growth in its financial services operations. Toyota reported a sales decline in March as weakening demand and geopolitical tensions tied to the Iran war weighed on performance. Lenders are also expanding credit access to sustain growth, with Western Funding launching full-spectrum lending. Wider market conditions shift EV demand remains an industry focus, as Rivian's deliveries increased 20% YoY in the first quarter, supported by growth in software and services revenue, according to its April 30 earnings presentation. Auto ABS issuance rose 5.1% as of April 24. Lease ABS outperformed the broader market as investor demand remained steady, according to JPMorgan Securities data. However, potential changes to SEC disclosure requirements could increase regulatory risk for ABS issuers, adding uncertainty to the funding environment. Lastly, Federal Reserve officials held interest rates steady although the split vote signaled growing internal division over the policy outlook amid heightened economic uncertainty. In this episode of “Weekly Wrap,” Auto Finance News Editor Amanda Harris, Deputy Editor Johnnie Martinez II and Senior Associate Editor Aidan Bush discuss top trends across macroeconomic dynamics, affordability, funding and powersports lending for the week ended May 1. Subscribe to “The Roadmap Podcast” on iTunes or Spotify or download the episode. Auto Finance News will present multiple invaluable events for industry professionals in 2026, starting with the Auto Finance Summit East and the Auto Finance Capital Summit in May. To see event agendas and register, visit autofinance.live.
I denne uges Aktieuniverset ser vi nærmere på de seneste regnskaber fra Big Tech og diskuterer udviklingen inden for agentic AI. Vi tager også et lytterspørgsmål om Carvana og ser på de flaskehalse, der opstår i AI-udviklingen. Derudover vender vi de seneste opdateringer fra Mellemøsten. Vi giver også en opdatering på Pluto.markets portefølje og de seneste overvejelser. Alt dette og meget mere! Denne episode er sponsoreret af Vipp. Udforsk deres unikke univers af design – fra eksklusive køkkener og møbler til deres særlige guesthouses rundt omkring i verden, herunder i Østrig. Du kan også blive medejer af unikke boliger gennem Vippresidences. Se det hele på Vipp.com. Denne episode er sponsoreret af Ansnei. Sikre din virksomhed eller hjem med et højteknologisk alarmsystem. Klik ind på Ansnei.com/aktie og få et ekslusivt tilbud på en sikkerhedsløsning og alarmpakke. Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset. Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten. Tjek os ud på: FB gruppe: facebook.com/groups/1023197861808843 X: x.com/aktieuniverset IG: instagram.com/aktieuniversetpodcast Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: newdealinvest.dk/risici/ og generelt om investeringsforeningen på newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her: newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Today on CarEdge Live, Ray and Zach discuss the latest info on Carvana. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1330: Carvana keeps its growth streak alive with record sales and profits, automakers book billions in tariff refunds (on paper), and AI is forcing retail media to evolve from impressions to real, measurable outcomes.Carvana is back in the fast lane, posting another record-breaking quarter with massive sales growth and strong profits. The online retailer continues to scale, signaling confidence in its long-term used car dominance.Carvana sold 187,393 vehicles in Q1 2026, up 40% year-over-year and marking its sixth straight quarter of 40%+ growth.Revenue jumped to $6.43B with net income hitting $405M, beating analyst expectations across the board.The company is expanding capacity, integrating ADESA sites, and building toward 1.5M annual unit capability—with room to reach 3M.Carvana expects continued growth in Q2, assuming stable market conditions and momentum holds.“We are continuing to hit records… and scale a business of Carvana's complexity at high speed,” said CEO Ernie Garcia.Automakers are seeing a short-term earnings lift from expected U.S. tariff refunds—but the cash isn't in hand yet, and the optics could get tricky. As billions in reimbursements loom, companies are balancing accounting wins with political uncertainty.Ford, GM, Mercedes, and Stellantis booked roughly $2.3B in expected tariff refunds, boosting Q1 profits on paper.Ford alone expects $1.3B back, GM about $500M, tied to overturned tariffs under IEEPA.Automakers stress the cash hasn't arrived yet—so it's not counted as free cash flow.The refund process could take months, adding uncertainty to already complex financial planning.The overturned IEEPA tariffs are just one piece—automakers still face ongoing import taxes on steel, aluminum, and vehicles and parts from Mexico, Canada, and beyond.As AI agents begin browsing, buying, and acting on behalf of users, Cloudflare says the internet isn't fully prepared. A new push for “agent readiness” could reshape how businesses structure sites, data, and digital experiences.Cloudflare warns most websites are built for humans—not AI agents that search, decide, and transact automatically.“Agent readiness” means structuring sites so AI can easily access, interpret, and act on information.This includes better APIs, structured data, and permissions for what agents can or can't do.Businesses may need to rethink UX entirely—designing for machines as much as for people.“The web is being rebuilt for agents,” Cloudflare suggests, signaling a major shift in how digital commerce will operate.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
We share our first impressions of Jeep's all-new and first-ever hybrid Cherokee, including cabin and cargo space, design, and safety. We discuss its refinement, fuel economy, and how it compares to competitors in a crowded field. We also answer a viewer's question about whether Carvana and other sites are a good option for selling a vehicle. Join CR at https://CR.org/joinviaYT to access our comprehensive ratings for items you use every day. CR is a mission-driven, independent, nonprofit organization. SHOW NOTES ----------------------------------- 00:00 Intro 00:32 Overview: 2026 Jeep Cherokee Laredo 01:45 Jeep Brand Appeal 03:02 Space, Size & Family Practicality 04:50 Design, Comfort & Interior Quality 08:00 Safety Features & Standard Equipment 09:11 Hybrid Performance & Driving Experience 11:44 Key Drawbacks 14:03 Door Safety & Usability Concerns 17:11 Should You Buy It? 19:09 Ride, Handling & Trim Strategy 21:46 Infotainment & Tech Usability 25:13 Small Wins & Practical Features 27:15 Question: Is using Carvana or similar online services a good option for selling a vehicle? ---------------------------------- Test Results: 2026 Jeep Cherokee Laredo https://www.consumerreports.org/cars/jeep/cherokee/2026/overview/?EXTKEY=YSOCIAL_YT Who Makes the Most Reliable New Cars? https://www.consumerreports.org/cars/car-reliability-owner-satisfaction/who-makes-the-most-reliable-cars-a7824554938/?EXTKEY=YSOCIAL_YT Which Brands Make the Best Cars? https://www.consumerreports.org/cars/cars-driving/which-car-brands-make-the-best-vehicles-a6159221985/?EXTKEY=YSOCIAL_YT 10 Best SUVs You Can Buy Right Now https://www.consumerreports.org/cars/suvs/10-best-suvs-you-can-buy-right-now-a8518508556/?EXTKEY=YSOCIAL_YT Where to Shop for Used Cars https://www.consumerreports.org/used-cars/where-to-shop-for-your-next-used-car-a1016305271/?EXTKEY=YSOCIAL_YT Selling Your Car to Online Retailers https://www.consumerreports.org/money/selling-a-car/how-to-sell-your-car-to-an-online-retailer-a2790904993/?EXTKEY=YSOCIAL_YT
We share our first impressions of Jeep's all-new and first-ever hybrid Cherokee, including cabin and cargo space, design, and safety. We discuss its refinement, fuel economy, and how it compares to competitors in a crowded field. We also answer a viewer's question about whether Carvana and other sites are a good option for selling a vehicle. Join CR at https://CR.org/joinviaYT to access our comprehensive ratings for items you use every day. CR is a mission-driven, independent, nonprofit organization. SHOW NOTES ----------------------------------- 00:00 Intro 00:32 Overview: 2026 Jeep Cherokee Laredo 01:45 Jeep Brand Appeal 03:02 Space, Size & Family Practicality 04:50 Design, Comfort & Interior Quality 08:00 Safety Features & Standard Equipment 09:11 Hybrid Performance & Driving Experience 11:44 Key Drawbacks 14:03 Door Safety & Usability Concerns 17:11 Should You Buy It? 19:09 Ride, Handling & Trim Strategy 21:46 Infotainment & Tech Usability 25:13 Small Wins & Practical Features 27:15 Question: Is using Carvana or similar online services a good option for selling a vehicle? ---------------------------------- Test Results: 2026 Jeep Cherokee Laredo https://www.consumerreports.org/cars/jeep/cherokee/2026/overview/?EXTKEY=YSOCIAL_YT Who Makes the Most Reliable New Cars? https://www.consumerreports.org/cars/car-reliability-owner-satisfaction/who-makes-the-most-reliable-cars-a7824554938/?EXTKEY=YSOCIAL_YT Which Brands Make the Best Cars? https://www.consumerreports.org/cars/cars-driving/which-car-brands-make-the-best-vehicles-a6159221985/?EXTKEY=YSOCIAL_YT 10 Best SUVs You Can Buy Right Now https://www.consumerreports.org/cars/suvs/10-best-suvs-you-can-buy-right-now-a8518508556/?EXTKEY=YSOCIAL_YT Where to Shop for Used Cars https://www.consumerreports.org/used-cars/where-to-shop-for-your-next-used-car-a1016305271/?EXTKEY=YSOCIAL_YT Selling Your Car to Online Retailers https://www.consumerreports.org/money/selling-a-car/how-to-sell-your-car-to-an-online-retailer-a2790904993/?EXTKEY=YSOCIAL_YT
Trump has told officials to prepare for an extended blockade of Iran, WSJ; Trump said they are doing very well in the Middle East.APAC equity performance incrementally improved across the session, with outperformance in the Hang Seng & Shanghai Composite.USD rangebound, lifted briefly on the WSJ report. Peers are broadly contained into the Fed.Fixed income was hit on the WSJ report, but has since retraced the move.Energy benchmarks jumped on the blockade update, but the move was relatively short-lived. Precious metals contained, base peers followed China higher.Looking ahead, highlights include Spanish HICP (Apr), German State/Nationwide HICP (Apr), EZ Economic Sentiment (Apr), US Durable Goods (Mar), US Housing Starts (Feb/Mar), Wholesale Inventories (Mar), Fed/BoC/BCB Policy Announcements (Apr), Speakers include BoC's Macklem & Fed Chair Powell, Supply from Italy & Germany.Earnings from Microsoft, Amazon.com, Meta, Alphabet, Ford, Qualcomm, Carvana, SoFi, Humana, Novartis, TotalEnergies, Iberdrola, GSK, Lloyds, Deutsche Bank, Mercedes-Benz, Adidas & Porsche AG.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
We share our first impressions of Jeep's all-new and first-ever hybrid Cherokee, including cabin and cargo space, design, and safety. We discuss its refinement, fuel economy, and how it compares to competitors in a crowded field. We also answer a viewer's question about whether Carvana and other sites are a good option for selling a vehicle. Join CR at https://CR.org/joinviaYT to access our comprehensive ratings for items you use every day. CR is a mission-driven, independent, nonprofit organization. SHOW NOTES ----------------------------------- 00:00 Intro 00:32 Overview: 2026 Jeep Cherokee Laredo 01:45 Jeep Brand Appeal 03:02 Space, Size & Family Practicality 04:50 Design, Comfort & Interior Quality 08:00 Safety Features & Standard Equipment 09:11 Hybrid Performance & Driving Experience 11:44 Key Drawbacks 14:03 Door Safety & Usability Concerns 17:11 Should You Buy It? 19:09 Ride, Handling & Trim Strategy 21:46 Infotainment & Tech Usability 25:13 Small Wins & Practical Features 27:15 Question: Is using Carvana or similar online services a good option for selling a vehicle? ---------------------------------- Test Results: 2026 Jeep Cherokee Laredo https://www.consumerreports.org/cars/jeep/cherokee/2026/overview/?EXTKEY=YSOCIAL_YT Who Makes the Most Reliable New Cars? https://www.consumerreports.org/cars/car-reliability-owner-satisfaction/who-makes-the-most-reliable-cars-a7824554938/?EXTKEY=YSOCIAL_YT Which Brands Make the Best Cars? https://www.consumerreports.org/cars/cars-driving/which-car-brands-make-the-best-vehicles-a6159221985/?EXTKEY=YSOCIAL_YT 10 Best SUVs You Can Buy Right Now https://www.consumerreports.org/cars/suvs/10-best-suvs-you-can-buy-right-now-a8518508556/?EXTKEY=YSOCIAL_YT Where to Shop for Used Cars https://www.consumerreports.org/used-cars/where-to-shop-for-your-next-used-car-a1016305271/?EXTKEY=YSOCIAL_YT Selling Your Car to Online Retailers https://www.consumerreports.org/money/selling-a-car/how-to-sell-your-car-to-an-online-retailer-a2790904993/?EXTKEY=YSOCIAL_YT
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den absurden SOX-Kursanstieg, die erste große Polymarket-Verhaftung und was sonst noch so wichtig wird in dieser Woche. Außerdem geht es um Nvidia, Alphabet, Amazon, Meta, Microsoft, Apple, Robinhood, Coca-Cola, eBay, Booking, Starbucks, T-Mobile US, Carvana, Chipotle, Visa, Mastercard, Merck, Altria, Roblox, Exxon, Chevron, Linde, Deutsche Börse, Airbus, adidas, Deutsche Bank, Mercedes-Benz, Scout24, BASF, BNP Paribas, Deutsche Post, ING, MTU Aero Engines, Volkswagen, TEQ General Artificial Intelligence ETF (WKN: A41AXG) und Inyova Impact Investing Active Equity Fund EUR (WKN: A4193H). Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen & 60 € ETF sichern! Riesige ETF-Auswahl, flexible Trades & persönlicher Support bei Smartbroker+. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast/ Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1323: Carvana keeps buying rooftops while Stellantis slows consolidation. GM delays its next-gen EV trucks amid weak demand, and Sony-Honda scale back Afeela.Show Notes with links:Carvana just scooped up its seventh CDJR store, planting its first franchised flag in Ohio. The online disruptor continues its push into traditional retail—while Stellantis quietly pumps the brakes.Carvana acquired Avon Lake CDJR near Cleveland, strengthening its hybrid model, pairing physical rooftops with its online sales and distribution network.Stellantis recently limited buyers to one CDJR store per year, signaling a push to slow consolidation and maintain dealer network balance.Analysts say these stores double as regional logistics hubs, keeping delivery distances within that 300–400 mile sweet spot.“Nobody wants to sell a Lexus store…with Stellantis, there's a ready supply.” said analyst Jeff Lick of Stephens Inc.GM is hitting pause on the future of its electric truck lineup, shelving plans for a next-gen refresh and signaling a sharper pivot back to gas-powered pickups as EV demand—and profitability—continue to lag.GM has indefinitely delayed its planned 2028 refresh of full-size EV trucks and SUVs, including Silverado EV and Escalade IQ.The move follows $7.6B in EV-related charges and a sharp drop in sales after federal incentives disappeared.Current EV truck volumes remain low, while GM is adding production capacity for gas-powered heavy-duty pickups.Factory Zero, once the centerpiece of GM's EV strategy, has seen layoffs, shutdowns, and reduced shifts amid weak demand.“EVs remain the end game for GM,” the company said, despite the pause in next-generation planning.Sony and Honda are scaling back their joint venture after deciding the current setup couldn't deliver competitive products anytime soon.Sony Honda Mobility is reducing operations after scrapping plans for its Afeela EV lineup.Employees will be reassigned back to Sony and Honda as the JV winds down activity.The companies cited challenges bringing products to market under the current structure.Even as EV plans fade, the partners say they'll continue focusing on software and user experience innovation.“It would be difficult…to bring products and services aligned with the JV's purpose to market,” the companies said.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
In this episode, Scott Becker explores Carvana's improving customer experience and Amazon's expansion into auto sales.
In this episode, Scott Becker explores Carvana's improving customer experience and Amazon's expansion into auto sales.
LikeFolio's Landon Swan says Carvana (CVNA) is flashing a bullish disconnect as consumer demand trends higher despite Wall Street skepticism. He explains how Carvana's fully online model is gaining traction with younger buyers and why the pullback from recent highs could be creating an entry point versus traditional rivals like CarMax (KMX).======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
TOPIC: Auto Industry News PANEL: Kalea Hall, Reuters; Luke Ramseth, The Detroit News; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1291: An activist investor pushes CarMax to overhaul its digital game, Carvana accelerates same-day delivery into Los Angeles, and Lucid rolls out CarPlay and Android Auto updates while resetting its software strategy. Activist investor Starboard Value is turning up the heat on CarMax's incoming CEO, arguing the used-car giant has plenty of untapped potential, and they've got a $350 million stake to back up that opinion.Starboard sent a letter to CEO-elect Keith Barr calling out CarMax for falling short, and pushing for a streamlined online trade-in process and better digital conversion rates.The firm wants SG&A expenses capped at 70–75% of gross profit, and believes modest price cuts of $100–$300 per vehicle could restore competitiveness.Starboard is also nominating two board members, including its own CEO Jeffrey Smith, signaling this is more than a suggestion.Analysts at Truist agree there's room to improve, but warn that gaining ground on Carvana while cutting costs at the same time won't be easy."If CarMax can get its flywheel moving again as Starboard talked about, then I think the stock would be drastically higher than it is today," said Morningstar analyst David Whiston.Carvana is taking its same-day delivery service to the City of Angels, and if you thought they were already moving fast, Los Angeles is about to find out what that really means.Carvana has rolled out same-day vehicle delivery to the Los Angeles metro area, letting eligible customers go from online checkout to driveway delivery in a matter of hours.Customers looking to sell can also get same-day pickup or drop-off after completing an online appraisal — making the whole transaction, buy or sell, a same-day affair.LA joins Sacramento and San Diego, making California one of the more saturated same-day markets, with Carvana now operating the service across 20 states nationwide.Lucid Motors is delivering some good news to Gravity SUV owners just in time for its investor day. After a rough few months of software headaches, it's a welcome update.Lucid is pushing a software update to North American Gravity SUV owners Thursday that enables Apple CarPlay and Android Auto, with European and Middle East owners getting it in late March.The features have been available on the Lucid Air sedan for some time, but the Gravity has had a rocky software rollout, significant enough that Lucid's interim CEO issued a public apology to owners.Lucid recently parted ways with several top software leaders and last month laid off 12% of its workforce.Today's show is brought to you by iPacket Value. From accurate MSRP validation to smarter merchandJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
- Oil and Aluminum Prices Surging Again - China Car Sales Drop 26% - Tesla Rebounds in China, Robots Coming Soon - Carvana Buys Stellantis Stores, Dealers Don't Like It - Honda Cancels EVs, Takes $16 Billion Hit - Nissan, Uber, Wayve Pilot Robotaxis in Tokyo - Changan's 80MPG Non-Plug-In Hybrid - Joby Aviation Moves Closer to eVTOL Services - Chinese Electric Heavy Trucks Invade Europe - New Kia Telluride Hybrid Debuts at $46K
- Oil and Aluminum Prices Surging Again - China Car Sales Drop 26% - Tesla Rebounds in China, Robots Coming Soon - Carvana Buys Stellantis Stores, Dealers Don't Like It - Honda Cancels EVs, Takes $16 Billion Hit - Nissan, Uber, Wayve Pilot Robotaxis in Tokyo - Changan's 80MPG Non-Plug-In Hybrid - Joby Aviation Moves Closer to eVTOL Services - Chinese Electric Heavy Trucks Invade Europe - New Kia Telluride Hybrid Debuts at $46K
Today I'm joined by John Hiester, Dealer Principal at John Hiester Automotive Group. In this conversation, we discuss how video and AI are transforming sales and F&I coaching, why Hiester moved toward salaried “product specialists,” and how diversification—from parts distribution to real estate—creates new stability beyond vehicle sales. This episode is brought to you by: 1. Lotlinx - Meet LotGPT, your AI Inventory Strategist built exclusively for car dealers. Fluent in your market, your dealership, and your inventory, LotGPT analyzes live inventory, real-time market supply, and shopper demand to surface risk and opportunity VIN by VIN. It reveals competitive insights, shopper behavior, and pricing dynamics, and even identifies underperforming VDPs with merchandising recommendations to boost conversion without cutting price. Put LotGPT to work for your dealership today, totally free, @ here. 2. Openlane - The world's best online dealer marketplace for used cars, bringing you exclusive inventory, simple transactions, and better outcomes. If you've never used OPENLANE before, or it's been a while since you have, you're eligible to earn up to $2,500 in buy or sale fee credits. Learn more @ here. 3. CDG Recruiting - Hire top dealership talent, fast. From sales managers to GMs and C-suite execs, we've placed over 1,000 roles across auto retail. Ready to scale without the hassle? Visit @ https://www.cdgrecruiting.com/ to get started. Check out Car Dealership Guy's stuff: For dealers: CDG Circles ➤ https://cdgcircles.com/ Industry job board ➤ http://jobs.dealershipguy.com Dealership recruiting ➤ http://www.cdgrecruiting.com Fix your dealership's social media ➤ http://www.trynomad.co Request to be a podcast guest ➤ http://www.cdgguest.com For industry vendors: Advertise with Car Dealership Guy ➤ http://www.cdgpartner.com Industry job board ➤ http://jobs.dealershipguy.com Request to be a podcast guest ➤ http://www.cdgguest.com Topics: 04:20 Videoing F&I added $600 per deal instantly. 08:20 Videotaping transactions unlocked $600 more per deal. 11:50 "You get what you settle for". 16:45 Carvana buying dealerships is just competition. 19:15 Beating big metro stores from a tiny town. 24:10 Daily red-yellow-green sheets drive accountability. 27:30 Taking cars to customers instead of waiting. 29:20 Stealing college grads from Apple with a program. 44:50 The employee who almost quit and stayed. Car Dealership Guy Socials: X ➤ x.com/GuyDealership Instagram ➤ instagram.com/cardealershipguy/ TikTok ➤ tiktok.com/@guydealership LinkedIn ➤ linkedin.com/company/cardealershipguy Threads ➤ threads.net/@cardealershipguy Facebook ➤ facebook.com/profile.php?id=100077402857683 Everything else ➤ dealershipguy.com
- Rising Oil Prices Threaten Automaker Sales and Guidance - Iran War Risks Canceling Formula 1 Races - China Allocates Billions for New Auto Trade-In Program - European Automakers Seek More Relief from Emission Rules - Ford February Sales Drop as Model Lineup Shifts - Carvana Shares Up Despite Year to Date Decline - Chrysler CEO Change Raises Questions About Brand Future - BYD Unveils Ultra-Fast Five Minute EV Charging - U.S. EV Charging Stations Expand Despite Sales Slump - Bridgestone Measures Environmental Impact of Tires
- Rising Oil Prices Threaten Automaker Sales and Guidance - Iran War Risks Canceling Formula 1 Races - China Allocates Billions for New Auto Trade-In Program - European Automakers Seek More Relief from Emission Rules - Ford February Sales Drop as Model Lineup Shifts - Carvana Shares Up Despite Year to Date Decline - Chrysler CEO Change Raises Questions About Brand Future - BYD Unveils Ultra-Fast Five Minute EV Charging - U.S. EV Charging Stations Expand Despite Sales Slump - Bridgestone Measures Environmental Impact of Tires
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1284: Today we're looking at Carvana quietly buying franchised dealerships, GM reshaping used-car sales around CarBravo, and Google's newest AI image model.Carvana is continuing its quiet march into the franchised dealer world. The online used-car giant just bought another Stellantis dealership near Boston—its sixth in about a year—raising eyebrows across the industry and hinting at a bigger strategy to capture inventory, service revenue, and customer proximity.The company has rapidly built a cluster of CDJR stores across the country including locations in California, Arizona, Georgia, and Texas, spending about $160 million on five of them.Stellantis recently added a rule limiting buyers to one CDJR dealership per year, a move some believe may be aimed at slowing consolidation from players like Carvana.Analysts say the strategy likely centers on access to trade-ins, parts, service revenue, and more used-car inventory to feed Carvana's core online business.CEO Ernie Garcia hinted at bigger ambitions saying: “The opportunities around us feel really, really, really big.”In a bid to compete with online disruptors like Carvana, GM is restructuring how its dealers sell pre-owned vehicles. The shift centers on pushing dealers toward GM's CarBravo platform and dramatically expanding what qualifies for a factory-backed warranty.GM is dissolving its long-running certified pre-owned program structure for Chevrolet, Buick, and GMC dealers, asking them to move used vehicle sales under its CarBravo national online marketplace starting in June.Dealers must use CarBravo if they want to sell used GM vehicles with factory-backed warranties, while Cadillac will keep its traditional certified pre-owned program.The program expands eligibility dramatically—even non-GM vehicles and cars up to 15 years old could qualify for warranties, far beyond today's typical five-year CPO limit.GM says the goal is to increase used-car inventory flowing through dealerships and capture demand in a market where 40M used cars sell annually vs. ~16M new vehicles.Mohawk Chevrolet president Andy Guelcher says the platform expanded reach: “I'm talking to people that I've never spoken to before.”Google just rolled out Gemini 3.1 Flash Image—aka Nano Banana 2—combining faster generation with the consistency needed for real production use.Google's Gemini 3.1 Flash Image merges the intelligence of its Pro image model with the speed of its Flash architecture, making high-quality image generation fast enough for everyday workflows.The model pulls real-time knowledge from the web, meaning generated images can reflect current information rather than static training data.It can maintain consistent characters across five people and track up to 14 objects, enabling multi-frame campaigns and repeatable branded assets.Today'Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
- Oil Prices Ease Despite Widening Iran War - Aluminum Prices Up Sharply Due to Iran War - Chinese Car Exports Disrupted by Iran War - February U.S. New Car Sales Mixed - Honda To Ramp Up Fleet Sales - Tesla and IG Metall Headed for A Showdown - Tesla Losing Billions of EV Credits - Stellantis Launches 0% Financing Sales Blitz - GM's CarBravo Battles Carvana For Used Sales
- Oil Prices Ease Despite Widening Iran War - Aluminum Prices Up Sharply Due to Iran War - Chinese Car Exports Disrupted by Iran War - February U.S. New Car Sales Mixed - Honda To Ramp Up Fleet Sales - Tesla and IG Metall Headed for A Showdown - Tesla Losing Billions of EV Credits - Stellantis Launches 0% Financing Sales Blitz - GM's CarBravo Battles Carvana For Used Sales
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1274: Today we unpack Carvana's push toward 3 million annual sales and what ADESA means for scale, a new study showing used EVs winning on long-term ownership math in a firm wholesale market, and Google's Gemini 3.1 Pro raising the stakes in the accelerating AI arms race.Carvana is doubling down on its bold goal of selling 3 million retail units annually by 2030–2035 — and ADESA is the engine under the hood. After a record 2025, the company says the runway is real.Carvana sold 596,641 vehicles in 2025, up 43%, with revenue jumping 49% to $20.3B. Net income hit a record $1.9B, and Q4 adjusted EBITDA reached $511M.CEO Ernie Garcia outlined a four-part plan: increase staffing, integrate retail production lines into more ADESA sites, build new lines, and eventually develop greenfield inspection centers.The company plans six to eight new ADESA integrations in 2026, with full buildouts costing $30–35M per site and adding 40,000 units of annual capacity each.We've got something a little tactical from this morning's Automotive State of the Union email: A new University of Michigan study says three-year-old EVs now deliver the lowest seven-year total cost of ownership in the U.S. And in today's firm Q1 wholesale market, that early depreciation story matters even more.Researchers reviewed 260,000 used listings across 17 cities, modeling price, depreciation, financing, insurance, maintenance, energy, and resale. In most cases, used BEVs came out cheapest to own.The key? Front-loaded depreciation. EVs drop harder in years one through three, lowering second-owner acquisition cost. After that, curves normalize — with battery warranty remaining as a major variable.With more off-lease EV volume coming, the opportunity is simple: buy where depreciation already did the heavy lifting and let the second buyer win on the math.Google just dropped Gemini 3.1 Pro, and early benchmarks suggest it may be one of the most powerful large language models yet. As the AI arms race heats up, the leap in “agentic” performance is turning heads across tech.Gemini 3.1 Pro is currently in preview, with general release coming soon. Observers say it's a significant jump from Gemini 3, which was already considered highly capable last November.On independent benchmarks — including Humanity's Last Exam — Google says the new model significantly outperformed its predecessor.Today's show is brought to you by ESi-Q. ESi-Q measures employee satisfaction and provides actionable insight into what's driving employee engagement and turJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
- Nearly All EV Owners Want Another One - Batteries Staying Healthy Over Life of EV - VW Design Going Through "Generational Transition" - CEOs and Executives Are Worried About Losing Their Jobs - Renault Has Rough 2025 and This Year Will Be Tougher - Investors Not Impressed by Carvana's Eye-Popping Numbers - Toyota C-HR Returns As More Expensive EV
- Nearly All EV Owners Want Another One - Batteries Staying Healthy Over Life of EV - VW Design Going Through "Generational Transition" - CEOs and Executives Are Worried About Losing Their Jobs - Renault Has Rough 2025 and This Year Will Be Tougher - Investors Not Impressed by Carvana's Eye-Popping Numbers - Toyota C-HR Returns As More Expensive EV
Investors react to latest Fed minutes. Omar Aguilar, CEO of Schwab Asset Management, and David Bahnsen, CIO of The Bahnsen Group, break down what the policy signals mean for equities, positioning and the path forward. DoorDash, Carvana, and Booking Holdings report numbers. Mark Mahaney, Senior Managing Director at Evercore ISI, analyzes those results plus the latest on Meta. Tyler Radke, Co-Head of U.S. Software Equity Research at Citi, on if software has finally found a bottom. MLS Commissioner Don Garber on expectations for growth ahead of the new season—and what the World Cup impact could be. Plus, a look ahead to Walmart's earnings as Corey Tarlowe of Jefferies outlines expectations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Likefolio's Landon Swan notes Carvana's (CVNA) extraordinary run over the past few years despite a recent dip in the stock. He notes that it is handily beating rival CarMax (KMX) in web visits and notes that it has figured out how to “double the margins” per vehicle compared to other auto retailers. “They focused on getting it right on a per-unit basis and then scaling from there.” However, he notes that some analysts are raising red flags about their finances.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Which accounting firms really deliver sane hours and happy teams? Dom Piscopo (Big Four Transparency) reveals this year's best—and worst—by job satisfaction and hours, including surprising outliers. Blake and David also unpack how AI startups are carving up PwC-style services, why Hazel AI rattled wealth managers and Intuit/Xero stocks, and where GLs still hold a moat. Plus, a practical way to use AI for W‑4/withholding—and an accountant's take on Carvana's too-good-to-be-true margins.SponsorsOnPay - http://accountingpodcast.promo/onpayUNC - http://accountingpodcast.promo/uncFutureViews System - http://accountingpodcast.promo/bezChapters(01:19) - Pets, Candy, Jewelry & Prefixed Dinners: Where the Money Goes (03:14) - Live Chat Shoutouts + Today's Guest Tease: Big Four Transparency (05:53) - Yours, Mine & Ours: How Couples Split (or Merge) Money (08:56) - Financial Secrets vs. “Cheating”: The Bankrate Survey Findings (11:01) - Meet Dom Piscopo + 2025 Best/Worst Firms by Job Satisfaction (15:43) - How the Rankings Work: Sample Size, Methodology & Office Variance (19:28) - Service Lines Compared: Tax vs Audit vs Advisory Satisfaction Trends (22:28) - Hours Worked Rankings + Do Hours Actually Drive Happiness? (25:04) - Where the Big Four Land: Satisfaction & Hours Benchmarks (26:51) - AI Disruption Debate: “Every PWC Webpage Is a $10B Startup” Tweet (28:47) - AI Startups vs QuickBooks: The SaaS Attack Cycle Restarts (29:55) - Hazel AI Shakes Wealth Management: Tax Planning at Scale (32:19) - Consumers Trust AI Money Advice + A Withholding/W-4 Use Case (35:11) - “Good Enough” AI: How Firms Can Productize & Review AI Work (36:38) - What Humans Still Do: Taste, Comfort, and Serving the Underserved (41:51) - Intuit & Xero Stocks Drop: CEOs Defend the Data-and-Trust Moat (45:11) - TurboTax Disruption? Building Tax Engines with AI Agents (46:52) - Vibe Coding Reality Check: Small Tools Now, ERPs Much Later (51:32) - Carvana Accounting Red Flags: When Margins Don't Add Up (56:04) - Wrap-Up: Big Four Transparency + CPE Credits via Earmark Show NotesValentine's Day Spending Expected to Reach New Records https://nrf.com/media-center/press-releases/valentine-s-day-spending-expected-to-reach-new-records Survey: Most Couples Keep At Least Some Of Their Money Separate https://www.bankrate.com/credit-cards/news/couples-finances/ Survey: 2 In 5 Americans In A Relationship Have Kept A Financial Secret From Their Partner https://www.bankrate.com/credit-cards/news/financial-infidelity-survey-2025/ AI Tax App Crashes Financial Stocks on Wall Street https://cpatrendlines.com/2026/02/10/ai-tax-app-crashes-financial-stocks-on-wall-street/ Americans Are Asking AI for Money Advice, But Should They Trust It? https://www.bestmoney.com/financial-advisor/learn-more/do-americans-trust-fin-ai 82% trust AI for financial information and guidance https://www.accountingtoday.com/news/82-trust-ai-for-financial-information-and-guidance Intuit Is Down 33% Year to Date. Here's Where the Stock Could Be Headed in 2026 https://www.tikr.com/blog/intuit-is-down-33-year-to-date-heres-where-the-stock-could-be-headed-in-2028 Intuit Stock Is Down 24% Already In 2026. Time to Buy? https://www.fool.com/investing/2026/01/30/intuit-stock-is-down-24-already-in-2026-time-to-bu/ Xero (ASX:XRO) Shares Crash 13% in Tech Selloff—Broker Urges Hold https://kalkine.com.au/news/technology/xero-asxxro-shares-crash-13-in-tech-selloffbroker-urges-hold Xero share price slides 14% in a week — what to watch next for ASX:XRO https://ts2.tech/en/xero-share-price-slides-14-in-a-week-what-to-watch-next-for-asxxro/ I've tested and ranked the 10 best vibe coding tools in 2026 https://www.techradar.com/pro/best-vibe-coding-tools Your Complete Guide To Vibe Coding Tools In 2026: Build Apps Just By Talking To AI https://softtechhub.us/2026/02/11/guide-to-vibe-coding/ AI startup Replit launches feature to vibe code mobile apps https://www.cnbc.com/2026/01/15/ai-startup-replit-launches-feature-to-vibe-code-mobile-apps.html Vibe coding - Wikipedia https://en.wikipedia.org/wiki/Vibe_coding What's actually driving Carvana's margins? https://www.cfo.com/news/whats-actually-driving-carvana-margins-ernie-garcia-drivetime-bridgecrest-zach-shefska-ray-shefska-/810911/Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsori...
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1267: CarMax taps a hospitality CEO to sharpen its digital edge, Toyota makes a disciplined move into three-row EVs with the Highlander name, and AI-generated resumes are creating new hiring headaches for retailers and operators. Show Notes with links: CarMax brings in a hospitality heavyweight to steer its turnaround. The nation's largest used-car retailer has tapped former InterContinental Hotels Group CEO Keith Barr to lead the charge as sales stall and Carvana gains ground. His mission: sharpen digital retail and squeeze costs.Barr takes over in March, replacing Bill Nash amid stagnant sales and rising competition from Carvana.CarMax operates 250+ stores covering 85% of the U.S., but retail volumes fell 8% last quarter.The focus: improve online conversion, streamline vehicle acquisition and reconditioning costs.Analysts say CarMax's omnichannel model may be confusing buyers and hurting digital sales.Barr is confident: “All those foundational pieces are there… we're going to sell more cars and continue to create more value for shareholders.”Toyota is making a calculated move into EVs with the Highlander EV—on its own terms. By putting the Highlander name on a three-row electric SUV, the company signals a strategic shift rooted in discipline, profitability, and market timing rather than rapid expansion.Toyota preserved margins while competitors absorbed heavy EV losses, maintaining flexibility as demand cooled.It's entering the most profitable U.S. segment—three-row midsize SUVs—with a name buyers already trust.Domestic production in Kentucky reduces tariff exposure and political risk while strengthening its U.S. footprint.Leadership under CEO Koji Sato appears focused on controlled scale and sustainable growth.AI may be speeding up hiring—but it's also muddying the truth. New survey data shows a growing disconnect between what candidates claim on resumes and what they can actually do on the job, with AI tools making embellishment easier than ever.80% of hiring managers say resumes often don't match real-world skills; 34% say it happens “all the time” or “often.”Retail examples include POS “experts” who couldn't navigate the system and candidates who folded instantly in negotiation role-play.86% of hiring leaders believe AI makes it too easy to exaggerate skills; 42% see it as a serious hiring risk.Meanwhile, 80% of hiring managers dislike AI-generated resumes, and over half are less likely to hire obvious AI users.As Express CEO Bob Funk Jr. put it: “Integrity is still a competitive advantage.”Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
Teacher is gifted a car from Carvana, plus Blake Shelton calls out Luke Bryan. Are you okay with this? See omnystudio.com/listener for privacy information.
The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Shoot us a Text.Episode #1265: Today we cover Carvana doubling down on franchised dealerships, the solid-state battery arms race heating up as automakers target 2027 launches, and how 7-Eleven is using AI to cut frontline hiring from weeks to days—saving millions of hours while keeping humans in the loop.Carvana is leaning harder into the franchise world. The online used-car giant has acquired its fifth franchised dealership, adding a Stellantis store in Sacramento as it continues blending digital retail scale with traditional brick-and-mortar rooftops.Carvana purchased Sacramento Chrysler-Dodge-Jeep-Ram from Nouri/Shaver Automotive Group, with the deal closing Dec. 11.This is Carvana's fifth Stellantis dealership since they first acquired a store in February 2025, with locations in Arizona, Texas, Georgia, and a second California store.The move comes as Carvana reports strong momentum: used-vehicle sales jumped 44% year-over-year and Q3 net income hit $263 million.A Carvana spokesperson said, “We are proud to bring the Carvana experience to Chrysler, Dodge, Jeep and Ram customers in the Sacramento area.”Last week brought major milestones in the race to develop solid state batteries, signaling that commercial EV launches powered by solid-state tech are finally moving from promise to pilot.Volkswagen-backed QuantumScape opened its highly automated Eagle Line pilot facility in San Jose, advancing U.S.-based solid-state production.Karma Automotive and Factorial Energy announced the first U.S. solid-state battery production program for passenger vehicles, debuting in the electric Karma Kaveya in 2027.Factorial's momentum is global, with partners including Mercedes-Benz, Stellantis, and Hyundai/Kia, and mass production targeted for 2029.Gartner's Pedro Pacheco: “This means there is now an ‘arms race' to see who gets SSBs to market the fastest and most successfully.”7-Eleven is quietly building a playbook for the future of frontline hiring. By combining recruiters, automation, and conversational AI, the convenience-store giant has dramatically cut hiring time, reduced ghosting, and freed up store managers to focus on running the business.Applicants start the process via QR codes that connect them to an AI text assistant named RITA, which gathers info and schedules store-level interviews automatically.After acquiring Speedway in 2021, 7-Eleven shifted from store-only hiring to a recruiter-supported, centralized model that drives better applicant flow.Automated hiring slashed time-to-hire from nearly two weeks to just three days, while improving retention and candidate quality.Automation has saved store leaders over 2 million hours per year, handling about 95% of the hiring process and enabling smarter, store-level recruiting spend.Rachel Allen emphasized the human-fJoin Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/
Today's show features: - Matt Bowers, Owner of Matt Bowers Automotive Group - Miguel Yelos San Martin, Principal of YSM Design, P.C. - Shane Wood, General Manager of Bruce Titus Automotive Group This episode is brought to you by: Foureyes – Foureyes helps dealers turn data into action. Starting with a clean, connected data foundation across dealership systems, Foureyes empowers dealerships to use that data to drive consistent execution throughout their business. The data stays dealer-owned, vendor-neutral, and works with any tools or partners. More than a CDP, Foureyes is a reset for how dealer data gets put to work. Headquartered in Oregon, Foureyes employees live in 20+ states to be closer to the communities where dealers are. Visit https://www.foureyes.io/ to learn more YSM Designs – brings decades of experience helping dealers create facilities that are both brand-compliant and operationally efficient. Every design is tailored to the unique needs of the dealership, balancing OEM standards with real-world functionality. With over 30 years designing automotive facilities, YSM knows what works. Learn more at www.ysmdesign.com Check out Car Dealership Guy's stuff: CDG Circles ➤ https://cdgcircles.com/ CDG News ➤ https://news.dealershipguy.com/ CDG Jobs ➤ https://jobs.dealershipguy.com/ CDG Recruiting ➤ https://www.cdgrecruiting.com/ My Socials: X ➤ https://www.twitter.com/GuyDealership Instagram ➤ https://www.instagram.com/cardealershipguy/ TikTok ➤ https://www.tiktok.com/@guydealership LinkedIn ➤ https://www.linkedin.com/company/cardealershipguy/ Threads ➤ https://www.threads.net/@cardealershipguy Facebook ➤ https://www.facebook.com/profile.php?id=100077402857683 Everything else ➤ dealershipguy.com
Hard Parking with Jhae Pfenning – Episode 312Drew Bunkley is back in the studio! After leaving Carvana, Drew dives into his exciting pivot to AI and app development under his new brand Trenton Talk. We talk:How he's using AI (Gemini Pro, Nano Banana Pro & more) to go from zero coding experience to building & testing full apps in monthsThe vehicle wrap visualizer app – upload your car photo, apply custom colors/logos, get realistic previews (game-changer for wrap shops & clients – far beyond Tire Rack visuals)Couch Play Pro – the couples app designed to fight "couch disconnect" with interactive games, trivia, TikTok challenges, date-night planners, dream trip builders & AI-generated itinerariesHis hilarious AI character Lil Z – a sassy mini Corvette ZR1 doll that comes alive, trash-talks at car shows & stars in short videos (check the intro clip!)Jhae celebrates turning 50 with an epic birthday weekend recap – huge thanks to Wes Tankersley, the One Drink Wednesday crew, friends from near & far, family, and everyone who made it special.Also in this episode:The real challenges of being NSX Club president & pushing sustainable changeOneLess charity car show & food drive for United Food Bank – Feb 21, Mesa, AZ (register & donate!)Super Bowl thoughts, Drew's new fantasy plays draft app, and a rant on the flag-football Pro BowlTimestamps / Chapters00:00 – Intro & weekend vibes02:24 – Drew's career shift from Carvana to AI & apps05:55 – Adult learning in AI – from prompts to full app creation08:56 – Vehicle wrap visualizer deep dive11:37 – Couch Play Pro: reconnecting couples through tech15:47 – Fear of change & betting on yourself19:48 – Little Z character & AI video content21:27 – NSX Club presidency, changes & challenges29:04 – One Last Thing United Food Bank car show (Feb 21)35:19 – Jhae turns 50 – epic birthday recap40:05 – Super Bowl app, predictions & wrap-upMain Show SponsorsRight Honda: https://righthonda.com/Right Toyota: https://www.righttoyota.com/Arcus Foundry: https://arcusfoundry.comAutocannon Official Gear: https://shop.autocannon.com/Contact Hard Parking with Jhae PfenningEmail: Info@HardParking.comWebsite: www.Hardparking.comPatreon: www.patreon.com/hardparkingpodcast/Instagram: instagram.com/hardparkingpod/YouTube: youtube.com/@HardParkingHard Parking – cars, culture, real talk. New episodes weekly. Subscribe, like, and share to help grow the show. Let's keep the parking lot full!
Dan Nathan and Guy Adami welcome Jim Chanos, founder of Chanos and Co, to discuss a wide range of investment and market topics. They delve deep into Chanos' investment strategies, including his focus on short selling and hedging, as well as his views on the AI CapEx and its potential impacts on various industries. Jim also provides insights into specific companies like MicroStrategy and CoreWeave and highlights the implications of excessive reliance on subprime loans in companies like Carvana. The discussion expands to macroeconomic issues, such as the Chinese economy and its trade relationships with the U.S., and the speculative nature of current market conditions. The episode concludes with a look at retail investment behavior and the potential risks in the crypto market. Articles Referenced - Credit Market's Reality Check Follows Decade of Loose Lending (Bloomberg) - The American and Chinese Economies Are Hurtling Toward a Messy Divorce (WSJ) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media
Today on CarEdge Live, Ray and Zach discuss the latest news on Carvana. Tune in to learn more! Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Grinch is now the top-selling IP of the holidays… Because consumers prefer the anti-hero.Zegna's $1,100 sneaker makes $160M/year… because the ultimate luxury is slooooooow.Carvana is officially the craziest stock of the last 3 years… because of 43,000 problems.Forget the Santa Rally, how about the “Dreidel Rally?”... Stocks pop for Hanukkah.$ZGN $CVNA $SPYBuy tickets to The IPO Tour (our In-Person Offering) TODAYAustin, TX (2/25): https://tickets.austintheatre.org/13274/13275 Arlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): https://www.squadup.com/events/the-best-one-yet-liveGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week on Market Mondays, we kick things off with our Futures Trading Tip of the Week and a breakdown of the biggest investing mistake of the year. We dive into the shocking rebound of Carvana joining the S&P 500 after nearly going bankrupt — debating whether it's a true comeback story or a sign the market is getting reckless again. We also break down the massive bidding war for Warner Bros Discovery, who needs WBD the most to survive the next decade, and what this means for the future of media. Caleb Silver, Editor-in-Chief of Investopedia, joins us with expert data and insight throughout the discussion.We compare Paramount's heavy debt load to Netflix's growth and free cash flow dominance and question whether a Netflix–WBD deal would spark a new era of media consolidation or run into regulatory roadblocks. From there, we shift to AI and corporate strategy, analyzing IBM's $11B acquisition of Confluent and whether M&A is becoming the quiet force powering the next leg of the AI boom. We also cover holiday spending vs weak investor sentiment, whether investors should rotate into safer stocks, and what Wednesday's Fed decision could mean for markets heading into 2026.To wrap up, we go rapid-fire: the most attractive stocks currently dipping for LEAPs and swing trades, which companies are less likely to be corrupt or mismanaged, whether failed AI bets could force bailouts in tech, Bitcoin's next move toward $65K or $70K, Apple's potential talent crisis after losing multiple key executives, and if an oil collapse into the $30s could make the entire energy sector uninvestable. A packed episode with strategy, clarity, and expert perspective. #MarketMondays #EarnYourLeisure #CalebSilver #Investopedia #Investing #StockMarket #Bitcoin #OptionsTrading #AIStocks #MediaMergers #Carvana #Apple #OilPrices #WealthBuilding #FinancePodcast #EYLSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy