Max Knoblauch7/1/25

GM and Ford climb on strong second-quarter sales ahead of expected tariff price hikes

The second quarter may have been filled with stock-shaking tariff announcements, but automakers have reaped the benefits of panic buying. Ford and GM released Q2 sales figures on Tuesday, and both Detroit companies are up on strong figures.

Ford said its sales rose more than 14% in the April to June period year over year, vastly outperforming industry-wide expectations. Electric vehicle and hybrid sales climbed by about 15%.

GM sales grew more than 7% from last year, including a more than 100% spike for its EVs.

South Korean rivals also reported strong sales, with Hyundai posting growth of 10% and Kia seeing 8%. Both automakers said it was their best first-half sales figures ever.

Across the industry, Q2 sales were boosted by tariff “panic buying” and inventory-clearing incentives. Several of those price freezes and discounts have since ended. Ford’s wildly successful employee pricing for all deals ends after the July 4 holiday.

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Claire Yubin Oh

CART VS. GOLIATH

The economics of Instacart’s grocery delivery are pretty tight — AI might help, or hurt

AI proved to be a double-edged sword this week for Instacart, as the gains from a new ChatGPT integration were wiped out by an AI pricing allegation.

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A new pass to access American Airlines’ loyalty program will set you back $5,000

AA is doubling down on perks and partnerships, as the nonflying parts of the operation have become a billion-dollar business.

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Air taxi companies have mastered a crucial piece of technology: The press release

In a “tongue-in-cheek infographic,” SMG Consulting calculated the flight hours to press release ratio of US air taxi companies.

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WHO’S FLYING THE PLANE?

Pilot shortages might only get worse for airlines in years to come

Even with the IATA projecting record sector profits, more pilots reaching retirement age could cause turbulence.

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Max Knoblauch12/9/25

US plane maker Boeing delivered 44 jets in November, marking a 17% dip from October but a drastic recovery from its 13 deliveries in the same month last year amid its machinists’ strike.

Boeing, which closed its $4.7 billion acquisition of key supplier Spirit AeroSystems on Monday, has delivered 537 jets year to date in 2025, significantly ahead of the 348 it delivered last year. Earlier this month, the company said its recovery was “in full force” and it expects positive free cash flow in 2026.

European rival Airbus expanded its annual delivery lead in the month, handing 72 jets over to customers. The manufacturer has made 657 deliveries on the year so far, but recently cut its annual delivery target to 790 from 820 due to quality issues.

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