- Shares of General Motors (GM +0.7%) and Ford (F +0.5%) are both mild out-performers after GM announces it will use aluminum in future truck lines.
- GM is expected to reap some significant long-term benefits from its move, while Ford's aluminum play doesn't look as risky with its rival following its tracks.
- Automobile industry analysts are split on which automaker is set up to see the largest gains: Ford has a huge head start and the F-150 brand juggernaut in its favor, while GM has scale and a production tech advantage.