GM Stock Outlook 2026: Cruise Retreat, Ultium Ramp, and the China Structural Shift
General Motors (GM) 2026 analysis: Cruise robotaxi scale-back cash benefit vs strategic optionality lost, Ultium battery factory utilization ramp, China SAIC-GM equity income erosion, and dividend + buyback shareholder return case. Position: watchful/neutral with dual triggers for upgrade.
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