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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

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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