Stellantis bets on U.S. production
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 15 October 2025
⏱️ 6 minutes
🧾️ Download transcript
Summary
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: VERI, PZZA, and more
Luxury names surge after 13% pop in LVMH stock price
Intel to launch new AI chip next year - report
Nscale plans massive Texas AI data center for Microsoft in expanded deal for 200,000 Nvidia chips
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:08.0 | It's good to be with you on this Wednesday, October 15th. I'm Julie Morgan. |
| 0:13.0 | Stalantis hits the gas on a U.S. expansion. Jamie Diamond has something to say about gold, and Netflix has a new partner. |
| 0:23.4 | Stalantis announced plans to invest $13 billion over the next four years |
| 0:28.2 | to expand its manufacturing capabilities in the U.S., the largest in the company's history. |
| 0:34.7 | The investment will also facilitate the production of five new vehicles. |
| 0:39.0 | As part of the $13 billion investment, D'Lantis will increase research and development and |
| 0:44.6 | supplier costs to execute its full product strategy over the next four years. The plan includes |
| 0:50.8 | $600 million to reopen the Belvedere Assembly plant to expand Jeep output, |
| 0:56.6 | $400 million to upgrade the Toledo Assembly Complex for Wrangler and Gladiator Production, |
| 1:03.0 | new funding for the Warren Truck Plant to build an all-new range-extended EV and ICE SUV, |
| 1:08.7 | and additional investment in Indiana to produce the GMT4 EVO engine. |
| 1:14.7 | Besides increasing production, the investment in the U.S. will help mitigate as much as $1.74 billion |
| 1:21.3 | in tariff costs on affected vehicles and components. At one point this morning, |
| 1:26.9 | STLA was up nearly 5% in pre-market action. |
| 1:31.0 | As of the time of this recording, it's up 0.4% after closing more than 2.5% lower on Tuesday. |
| 1:40.1 | The CEO of J.P. Morgan Chase said he sees some logic in holding gold. Jamie Diamond said he's not a gold buyer. It costs 4% to own it. He said it could easily go to $5,000 or even $10,000 in environments like this. He went on to say that this is one of the few times in his life it seems semi-rational to have some in your |
| 2:02.1 | portfolio. Gold, which traded below $2,000 an ounce just two years ago, has now climbed |
| 2:08.7 | nearly 58% year-to-date, topping $4,200 as of the time of this recording. The medal has outperformed |
| 2:16.6 | equities over the past two decades, |
| 2:19.1 | buoyed by investor demand for safe haven assets amid rising inflation and geopolitical tension. |
| 2:25.9 | Adding to the bullish sentiment, Bank of America's October fund managers survey found that being long gold |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Seeking Alpha, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Seeking Alpha and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.