Wall Street Breakfast Stellantis bets on U.S. production
Oct 15, 2025
Stellantis shocks the market with a $13 billion investment in U.S. manufacturing, signaling a strong commitment to local production. Jamie Dimon discusses the growing appeal of gold as a safe haven amid economic uncertainty. Netflix teams up with Spotify to introduce video podcasts, set to launch in 2026. Additional headlines include rising luxury brands following LVMH's stock surge and Intel's planned AI chip launch next year. Stay tuned for insights into upcoming corporate events and market trends.
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Massive U.S. Investment And Production Push
- Stellantis will invest $13 billion in U.S. manufacturing over four years to expand production and product strategy.
- The plan includes reopening and upgrading plants and aims to produce five new vehicles while cutting up to $1.74 billion in tariff costs.
Targeted Plant Upgrades Signal Balanced EV Strategy
- Specific plant investments target Jeep, Wrangler/Gladiator, a Warren truck plant EV and Indiana engine production.
- These targeted upgrades suggest Stellantis is balancing EV rollout with continued ICE and hybrid production.
Dimon Acknowledges Logic For Gold Holdings
- Jamie Dimon sees logic in holding some gold despite not being a buyer himself and cites ownership costs.
- Gold has surged, topping $4,200 and becoming a crowded trade as managers seek safe-haven assets amid inflation and geopolitical risk.