electric vehicles

QuantumScape hits solid-state battery milestones with 2029 production target, but faces years before revenue generation and substantial execution risks remain.

Tesla invests $20B in EV battery and lithium production while legacy automakers retreat from robotaxi development, highlighting divergent EV strategies.

Tech giants expand AI infrastructure in India while EV policy shifts. Tesla launches $30K Cybercab amid rescinded federal EV incentives and robotaxi restrictions.

ON Semiconductor gained 53% in 2026 with bullish outlook intact. Strong cash flow, diversified growth across automotive/AI, and attractive valuation support upside potential.

Copper producer Freeport-McMoRan and lithium producer Albemarle attract investors as commodity prices stabilize, positioning both for growth amid expanding production and rising EV demand.

Global industrial coatings market expected to grow from $117B in 2025 to $176B by 2035, driven by environmental regulations and demand for low-emission, high-performance coatings.

Battery Show Europe opens 2026 registration for June event in Stuttgart with three new attendee tiers and enhanced networking focus on battery, EV, and energy storage technologies.

Global cobalt demand expected to surge 54% by 2031, driven by EV battery manufacturing, aerospace, and 5G infrastructure growth.

Ford's stock surged 33% in 2025, but structural industry challenges and thin profit margins suggest limited long-term returns despite attractive dividend yields.

EVgo will report 2025 financial results March 3 amid network expansion efforts, including accelerated NACS connector deployment and a strategic partnership with Kroger for fast-charging infrastructure.

Mobilize Financial Services grew new financing 3.3% to €22.3B in 2025, posting €1.18B pre-tax profit while expanding into Poland despite declines in insurance services.

BYD's stock declined 19% but trades at attractive valuations with forward P/E of 17. International expansion plans targeting 1.3M vehicles by 2026 suggest underpriced growth potential.

Avis Budget reports $518M EV fleet write-down, posts $21.25 loss per share, far exceeding expectations. Stock drops 21% despite management's 2026 profitability forecast.

Ford's hybrid sales surged 22% in 2025, now matching or exceeding gas vehicle profitability, prompting the automaker to refocus strategy while delaying major EV expansion until 2027.

BHP's first-half profit surged 22% to $6.2 billion as copper prices jumped 32%, eclipsing iron ore earnings for the first time in company history.

Rivian stock surged 27% after Q4 results showed maintained margins despite 31% fewer deliveries, driven by higher pricing and production cost cuts.

Rivian's stock rallies below $20 ahead of its mass-market R2 SUV launch in Q2 2026, targeting $45,000 starting price and 62,000-67,000 deliveries.

GlobalFoundries and Renesas form multi-billion dollar alliance to boost semiconductor production capacity across US, Europe, and Asia starting mid-2026, targeting automotive and industrial markets.

GreenPower Motor restored Nasdaq compliance through $18M convertible shares, $5M term loan, and new CIBC banking relationship, strengthening its balance sheet and liquidity.

Power transistor market to triple from $16.26B to $42B by 2035, driven by EV adoption and renewable energy growth. Asia Pacific leads with 39.4% share.