Stellantis CEO Antonio Filosa says the automaker will stay together as one company with $13 billion in U.S. investments over four years. Tesla ditches one-time Full Self-Driving purchases for subscription only. Plus, KPMG’s Lenny LaRocca explains why tariff uncertainty is finally pushing suppliers to invest in U.S. production, supply chain consolidation needs, and the shift from electric vehicles to artificial intelligence at CES.

President Donald Trump visited Detroit to tout tariffs and flipped off a worker at Ford’s F-150 plant. Bill Ford defends the automaker’s nearly $20 billion EV write-down. Plus, new polling shows Republican resistance to EVs has eased 20 points over three years as cultural hostility declines, though purchase interest dipped recently. Mike Murphy of EVs for All America explains what’s driving the shift and why only 28 percent of auto consumers rate Trump as a friend of the industry.

PwC’s CJ Finn discusses how to separate hype from reality at CES 2026 as artificial intelligence dominated nearly every automotive announcement. Honda dealers call on the automaker to end its partnership with Sony, calling the Afeela electric vehicle “an albatross” that bypasses franchised dealerships. Plus, U.S. inventory holds steady near 3 million units.