GM, Ford Stocks Have Been Crushed by the UAW Strike. Tesla Isn’t Winning.

Investors are worried that rising labor costs at Ford and GM will give Tesla a cost advantage. That isn't reflected in Tesla stock though.

Barrons
If auto workers strike, will used-car prices increase? Will a UAW strike provide an opportunity for Tesla?

The current UAW contract with Ford, General Motors and Stellantis expires within days

MarketWatch
GM, Ford, and Even Tesla Will Pay Rising Labor Costs—Strike or No Strike

A strike or new contract will raise labor costs for General Motors, Ford, and Stellantis, but even nonunion automakers such as Rivian and Tesla are facing increasing wages.

Barrons
U.S., EU Agree to Coordinate Semiconductor Subsidy Programs

Two sides at meeting make little progress over U.S. electric-car subsidies, an issue raised by the French president

The Wall Street Journal