electric vehicles

Nio reports first adjusted operating profit with strong sales growth, but battery-swapping infrastructure losses and lower margins than competitors remain challenges.

Tesla diversifies beyond EVs into robotaxis, robots, and solar as automotive margins compress from $10,000 to $4,000 per vehicle amid intensifying competition.

Lucid plans to launch affordable vehicles under $50,000 and develop autonomous driving software to expand beyond luxury cars, though execution risks remain significant.

Lucid and Nio boost EV deliveries with strong growth, but face profitability challenges. Lucid struggles with massive losses while Nio nears breakeven by late 2025.

Rivian launches sub-$50K R2 model targeting mainstream EV buyers while investing in autonomous driving and AI to compete in the growing electric vehicle market.

Ferrari's hybrid sales surge to 45% of output while maintaining profitability. Stock declined despite operational strength, offering valuation opportunity as first EV approaches.

GM's China operations show strong momentum with new-energy vehicle sales surging 22.6% year-over-year, now exceeding half of total China sales after strategic restructuring.

Pentagon listed Alibaba, BYD, and Baidu as military-linked Chinese firms, then withdrew the filing hours later ahead of Trump-Xi summit talks.

Inflation cooled to 2.4%, steadying markets amid mixed earnings. Tech stocks showed divergence as investors reassess AI disruption timing.

Rivian's stock surged 20% after beating Q4 expectations and raising 2026 delivery guidance to 62,000-67,000 vehicles, boosted by upcoming R2 SUV launch.

Xiaomi's YU7 SUV outsold Tesla's Model Y in China's January EV market, delivering 37,869 units versus 16,845. The lower price positioning reflects intensifying competition in mid-range EVs.

USA Rare Earth shares surged 62% on $1.6B government backing for domestic rare-earth production by 2028, though pre-revenue status poses execution risks.

Rivian launches mass-market R2 truck in 2026 with $7B cash reserves, but faces EV market headwinds and fierce competition testing profitability prospects.

EV sales slumped globally in January 2026 as policy shifts triggered sharp declines in China and US, though Europe and emerging markets showed resilience.