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$ETH is attracting renewed institutional attention as both whale accumulation and high-profile endorsements strengthen the long-term bullish case for the network.
On Saturday, in a post on X, crypto analyst Ali Martinez said that Ethereum$ETH whales have acquired over 500,000 ETH over the past two weeks, signaling what some analysts interpret as quiet confidence among large holders. Historically, such buying behavior has often preceded major price moves or ecosystem developments.
Fundstrat’s Tom Lee says Ethereum is “the preferred choice for Wall Street” as tokenization scales.ETH could climb to $15,000 in the medium to long term based on Fundstrat’s valuation model, possibly as soon as the end of the year.Lee expects ETH to hit $4,000 in the short term, perhaps by the end of July, citing technical analysis from Fundstrat’s Mark Newton.
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By @MrJangKen • ID: 766881381 • October 21, 2025

DETROIT — General Motors delivered a powerful message to Wall Street on Tuesday, surpassing third-quarter earnings and revenue expectations while raising its full-year guidance. The news sent GM stock soaring more than 11%, putting it on track for its best single-day performance in over five years.
Q3 Performance Beats Street Estimates
For the third quarter, GM posted adjusted earnings per share of $2.80, well above the $2.31 expected by analysts. Revenue reached $48.59 billion, also topping projections of $45.27 billion, while adjusted EBIT came in at $3.38 billion, exceeding the anticipated $2.72 billion.
Although revenue was slightly below last year’s $48.76 billion, the results reflect strong operational performance and the company’s ability to navigate global challenges. Adjusted figures exclude special items, interest, and taxes not considered core to GM’s business.
Raising Full-Year Outlook
Buoyed by its third-quarter success, GM updated its guidance for 2025. The automaker now expects adjusted EBIT of $12 billion to $13 billion (up from $10 billion to $12.5 billion) and adjusted EPS of $9.75 to $10.50 (up from $8.25 to $10). Adjusted automotive free cash flow is projected between $10 billion and $11 billion, compared with previous guidance of $7.5 billion to $10 billion.

The company anticipates Q4 adjusted EPS between $1.64 and $2.39, with a midpoint of $2.02, above consensus estimates of $1.94.
"Thanks to the collective efforts of our team and our compelling vehicle portfolio, GM delivered another very good quarter of earnings and free cash flow,” said CEO Mary Barra in a shareholder letter. “Based on our performance, we are raising our full-year guidance, underscoring our confidence in the company’s trajectory.”
GM also revised its expected tariff impact for the year, lowering it to $3.5 billion–$4.5 billion from $4 billion–$5 billion, and expects to offset roughly 35% of those costs. Barra praised President Trump for recent tariff updates, including levies on imported medium- and heavy-duty trucks and a 3.75% tariff offset for American-made vehicles.
Electric Vehicle Challenges
GM’s adjusted results exclude a $1.6 billion charge related to its pullback in all-electric vehicle (EV) initiatives, which contributed to a 57% decline in net income to $1.3 billion from $3.1 billion a year earlier. The company’s net margin fell from 6.3% to 2.7%.
CFO Paul Jacobson noted that only 40% of GM’s EVs are currently profitable on a production basis, signaling that EV profitability will take longer to achieve than initially anticipated.
“We continue to believe there is a strong future for electric vehicles, and we’ve got a great portfolio to be competitive, but structural changes are necessary to lower production costs,” Jacobson told CNBC.
Despite these hurdles, GM’s EV sales have grown substantially. Its market share increased from 8.7% at the start of the year to 13.8% through Q3, surpassing Hyundai/Kia’s 8.6%, though still trailing Tesla.
Regional Performance
North America, GM’s traditional profit driver, delivered $2.5 billion in adjusted earnings, though margins slipped from 9.7% to 6.2%. Barra emphasized that returning to 8–10% adjusted margins in North America is a top priority, to be achieved through EV profitability, production discipline, cost management, and reduced tariff exposure.
Gains from China (+$217 million) and other international markets (+$184 million) helped offset North American margin pressure. GM Financial, the company’s lending arm, also posted a 17% increase in adjusted earnings to $804 million.
Key Takeaways:
GM surpassed third-quarter earnings and revenue expectations.The automaker raised its full-year guidance and anticipates lower tariff impacts.EV profitability remains a challenge, though sales and market share are growing.North American margins declined, but gains in China and international markets helped stabilize results.
GM’s performance underscores a resilient business model capable of navigating tariffs, macroeconomic pressures, and the transition to electric vehicles, positioning the company for a strong finish to 2025.
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