Bloomberg Intelligence BI Weekend: GM, Starbucks, UPS Earnings
14 snips
Jan 31, 2026 Janet Lorin, higher education finance reporter who breaks down Yale’s endowment model and its private equity strains. John Butler, senior telecom analyst who examines AT&T’s fiber push, Lumens plans, and broadband competition. They discuss Yale’s liquidity and tax pressures, and the race between fiber, cable, and fixed wireless in broadband.
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GM Still Mostly An ICE Business
- General Motors still sells mostly internal combustion vehicles, with EVs comprising only about 10–15% of its portfolio.
- Relaxed fuel-economy mandates and focus on profitable trucks may slow EV adoption and keep ICE vehicles dominant near term.
Prioritize Profitable Vehicles Now
- Focus on profitable products today rather than investing heavily in unproven hybrid tech.
- Maintain EV efforts modestly while prioritizing cash-generating ICE vehicles.
Tesla Valuation Driven By Future Bets
- Tesla's valuation reflects expectations beyond car sales, notably RoboTaxi ambitions.
- Investors look past near-term weak sales toward autonomous and charging-network narratives.