Goldman Sachs
June 6, 2026
US Autos and Industrial Tech
Weekly UpdateEquitiesIndustrialsConsumer Discretionary
This report covers weekly developments in US Autos and Industrial Tech, including labor strikes, robotaxi progress, and May industry sales data.
Key Takeaways
- 1.The UAW initiated a strike at a GM supplier's axle plant in Three Rivers, Michigan, potentially impacting GM production.
- 2.Robotaxi expansion and technology updates continued with Tesla expanding in Austin and Uber launching partnerships in Europe.
- 3.US May Auto SAAR reached 16.2 million, surpassing the StreetAccounts consensus of 16.0 million.
Table of Contents
- Key news from the week
- Autos & Industrial Tech
- Autonomy & Physical AI
- Notable industry data
- Stock performance from the week
- Key upcoming events
- Disclosure Appendix
Access the Full Report
Get unlimited access to institutional research reports with a 14-day free trial.
Authors
Mark Delaney, CFAWill BryantAman GuptaAyush Ghose
Securities
General MotorsTSLAAPTVF
Themes
Robotaxis and Autonomous DrivingLabor Relations in Auto IndustryEV vs Hybrid Demand Shift
Regions
North AmericaEuropeAsia PacificUnited StatesChinaGermany