It has been a year to remember for the auto industry. Tesla unveiled a cab that doesn’t need a driver. GM’s stock is on fire. And EV maker Fisker went bust. Yahoo Finance executive editor Brian Sozzi sits down with widely followed Bank of America auto analyst John Murphy. Murphy made headlines recently for a very bullish on note on Tesla following a visit to the company’s Texas Gigafactory. The two dive into that call, but also into the future of General Motors. GM has secured Yahoo Finance’s “Surprise of the Year” award after consistently beating earnings estimates this year. The company has executed impressively on new product introductions, cost cuts and stock buybacks. Shares have surged higher as a result. Can the gains for GM continue in 2025 as incoming President Trump aims to enact stiffer tariffs?

Yahoo Finance's Opening Bid, brings you a high-octane take on the freshest analyst calls, wildest stock moves and shrewdest commentary in the business world. Executive Editor Brian Sozzi puts Wall Street's finest through their paces in this essential conversation for every investor - before the stock market opens.

Find this episode's transcripts and more episodes of Opening Bid at http://finance.yahoo.com/videos/series/opening-bid/.

Thoughts? Questions? Fan mail? Email us at [email protected].

00:00-John Murphy on Opening Bid

00:50-GM CEO Mary Barra interview teaser

06:20-2025 outlook for General Motors

10:40-Evaluating a rollback standard of emissions under Trump

15:15-How an analysts thinks through modeling for clients

17:00-Tariff impact on automakers

Yahoo Finance's Opening Bid is hosted by Brian Sozzi, and produced by Rachael Lewis-Krisky.

John Murphy is a Sr. Automotive Analyst at BofA Securities. He was recently inducted in the Automotive Hall of Fame having covered the automotive financial industry for over 20 years.

John Murphy disclosures for companies mentioned in episode:

General Motors: Investment relationship: Yes | Individual owns: No | Family owns: No | Company owns: Yes

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