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Analyst expectations for new vehicle sales.
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In today’s edition:

Jordyn Grzelewski, Caroline Nihill, Annie Saunders

FUTURE OF TRAVEL

aerial view of cars

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After several years defined by chaos and uncertainty, from the pandemic to chip shortages to tariffs, the new-vehicle market might see calmer waters in 2026.

In a recent analysis, Edmunds analysts forecast 16.3 million new-vehicle sales in 2025 and 16 million in 2026.

“These volumes reflect a market that, despite affordability constraints, policy changes, and economic uncertainty, has found a more natural balance in inventory, pricing, and days to turn,” Jessica Caldwell, Edmunds’ head of insights, wrote. “After several years of volatility, both consumers and automakers appear more comfortable operating in this new normal.”

Affordability challenges: Much like other parts of the economy, Edmunds analysts noted the rise of a “K-shaped divide” among new-vehicle buyers in 2025. More affluent shoppers ponied up for “larger, higher-priced vehicles,” while “price-sensitive shoppers have been pushed out of the new-vehicle market entirely” as a result of rising monthly payments.

One of the main trends Edmunds analysts expect to see in 2026 is the persistence of high, but stable, prices. Consumers may see some alleviation on monthly payments thanks to lower interest rates—but uncertainty around federal policy and supply chains are potential risks.

EV freefall: Edmunds analysts expect EVs’ share of the new-vehicle market to fall to about 6%, down from approximately 7.5% in 2025, in part due to the sunsetting of federal tax credits for EV purchases.

Keep reading here.—JG

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FUTURE OF TRAVEL

Female hands on the steering wheel of a car while driving next to a dashboard with binary code

Illustration: Morning Brew Design, Photos: Adobe Stock

GenAI is in your inbox, your search results, your Zoom meetings—and soon, maybe, your car.

GM recently became the latest automaker to announce plans to introduce an AI chatbot powered by Google Gemini, joining others in the industry that see opportunities to jump on the hype train and personalize the in-vehicle experience.

“You’ll be able to draft and send messages by voice, get personalized suggestions for a stop or what to do, or even have a productive chat to prepare for a meeting,” Dave Richardson, GM’s former SVP of software and services engineering, said during an event in October. “And in the future, we will introduce our own AI, fine-tuned to your vehicle. Think of this as an assistant. It’s going to anticipate your needs, offer timely help, and make every journey more personal and more enjoyable.”

“It will precondition your vehicle based on your schedule, optimize routes and errands around your business hours, enhance safety, coach you through a parallel park, or even teach you how to use SuperCruise,” he added. “This is how we unlock the full potential of the car, which you’ll be able to control with privacy and safety top of mind.”

Keep reading here.—JG

Together With Pure Storage

AI

AI finance implementation

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If a piece of technology wants to stay relevant for decades, it needs to constantly evolve. The 43-year-old Bloomberg Terminal, which feeds a constant stream of real-time financial data to Wall Street traders and others, is a prime example of this—especially as Bloomberg integrates AI into its feature set.

AI isn’t that new to the Bloomberg Terminal, which released a machine learning-based market sentiment model in 2009. Over the past two years, the company has begun to invest even more in generative AI and large language models for production. Amanda Stent, the head of AI strategy and research for Bloomberg, described AI as a way to help financial professionals who are overloaded with information.

“The volume of information that users have to stay on top of is really overwhelming, and so we need to give tools to help them adapt to that reality, to allow them to think and respond faster,” said Suzanne Szur, the research product manager at Bloomberg. “It’s really about transforming hours or days of manual information gathering and synthesis into minutes.”

Keep reading on IT Brew.—CN

BITS AND BYTES

Stat: 40%. That’s how much of Uber’s London miles are driven in EVs, Bloomberg reported about Uber cutting electrification incentives for drivers. That compares with 15% in Europe and 9% in North America.

Quote: “You may unintentionally unleash these agents broadly via credentials that have broad levels of access…That means they could have catastrophic impact. They can also actuate change at rates that have never been seen really before.”—Jason Martin, co-founder and co-CEO of Permiso Security, to IT Brew about workers using “shadow AI” on personal devices

Read: Could ChatGPT secretly tell you how to vote? (The Atlantic)

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