The AI buildout is showing up in car prices now, plus Netflix hits a wall | The 8:30

General Motors beat on revenue and earnings, approved a new $20 billion buyback after completing a $6 billion one, and told investors commodity inflation will land near $2 billion, the top of its range, driven by logistics and DRAM memory. The same cost pressure runs through Northrop Grumman, RTX and GE Aerospace, all reporting this morning. Netflix reports tonight into the worst sentiment it has faced in years, with the Wall Street Journal reporting it has hit a wall in America. Plus housing starts fell 5.2% when economists expected a rise, and a Korean AI listing sank 32% on its first day. Featuring Julie Hyman, Host, Yahoo Finance Jake Conley, Breaking Business News Reporter, Yahoo Finance Pras Subramanian, Senior Autos Reporter, Yahoo Finance Timestamps 0:00 GM beats, narrows guidance and adds a $20 billion buyback 1:44 The $2 billion commodity inflation line 4:19 Unit sales are down and revenue is up 5:42 Why the average American car is 13 years old 6:58 Northrop and RTX raise forecasts on rearmament 9:21 Assuming $1.5 trillion for the Pentagon 11:24 The same cost problem, three industries 12:12 Tungsten futures, and a brief digression 12:56 GE Aerospace raises guidance for the eighth time and falls 16:11 What the midterms do to defense spending 16:45 Netflix has hit a wall 20:06 Why Netflix cannot buy its way onto YouTube 20:59 United's CEO wants a national wealth tax 30:18 A Korean AI listing drops 32% on day one 33:20 HSBC turns on the neoclouds 36:43 Anthropic steps in where Microsoft stepped out 37:47 Amazon is buying chips before it has anywhere to put them 40:51 Housing starts fall when they were supposed to rise 46:23 The dark fleet plan, and why it may not cut diesel costs 51:17 Salesforce buys Braze for $5.7 billion 53:08 Musk's SpaceX pledge goes through the Trump accounts #GMEarnings #Netflix #HousingMarket #The830 #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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