GM Drives Higher… And Opportunities Overseas As The Dollar Falls 1/27/26

CNBC's "Fast Money"

CNBC

News, Investing, Business

3.9 • 1.3K Ratings

🗓️ 27 January 2026

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

GM surging to a fresh record high as the automaker tops earnings expectations. The dividend and buyback announcements they’re making, and what CEO Mary Barra had to say about the company’s next move. Plus A look at overseas investing, as the weaker dollar boosts markets abroad. Where one portfolio manager sees the biggest discounts, and the foreign stocks that could climb even higher. Fast Money Disclaimer

Transcript

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0:00.0	Live from the NASAC market site in the heart of New York City's Times Square, this is fast money.
0:06.3	Here's what's on top tonight.
0:08.0	Shares a GM rev up in their best day since October.
0:11.2	The company beating earnings estimates for the 13th quarter in a row.
0:14.6	What drove the gains and how much more can the stock accelerate from here?
0:18.1	We'll debate that.
0:19.2	And going global as the dollar hits nearly four-year
0:21.4	lows, are there more opportunities to invest overseas? We'll talk to one top fund manager
0:25.8	to find out where he is putting cash to work right now. Plus unhealthily gains, moving ship
0:31.5	moves, I should say, and shares of United Health. Someone's seeing buy signals on the Bitcoin
0:35.6	charts and match seven earnings kick off tomorrow. What to expect from META, Microsoft, and Tesla when the results cross the wires. I'm Melissa Lee. I'm going to you live in studio, Bia at the NASDAQ, Karen Feinnerman, Dan Nathan, Guy Adami, and Katie Stockton, founder and managing partner at Fair Lead Strategies. Well, stocks end of the day mix. The ESMP had fresh all-time highs and closing in on 7K.
0:56.5	The doubt falling over 400 points largely tied to the drop in United Health, while the
1:01.2	NASDAQ rose almost a percent ahead of big tech earnings kicking off tomorrow.
1:04.7	We'll get more on that in just a bit.
1:06.2	But we shift gears now, so to speak, to General Motors, surging nearly 9% to post-bankruptcy highs after beating
1:13.4	fourth quarter earnings estimates. Strong 2026 guidance, also boosting shares. The company
1:18.5	expecting adjusted profit margins between 8% and 10% this year. Earlier this month, GM pre-announce
1:24.0	a $7.1 billion charge tied to its EV pullback and restructuring in China,
1:29.2	even with the write downs. The company today authorizing a $6 billion share buyback and a 20%
1:35.6	hike in its dividend. It also expects to increase production to 2 million units a year,
1:40.2	a move that would put the company ahead of Ford to become the top assembler of vehicles in the United States.
1:46.2	Ford chair is still managing to rise close to 4% today, while the other big three manufacturers,
	...

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