Carmakers, the EV transition, battery supply chains and autonomy.
17 report(s) in the archive
Tesla's third-quarter deliveries topped forecasts by about 25,000 vehicles while Rivian's production beat faded after investors turned to its unchanged guidance.
Tesla delivered 486,532 vehicles in the third quarter, beating consensus estimates by roughly 25,000 units, while Rivian also beat delivery expectations on record production but saw early gains fade.
GM confirmed a sales decline for the quarter and Tesla's delivery report, due Friday, is widely expected to show a drop too.
GM's US sales fell in the third quarter and Tesla's upcoming delivery report is expected to show a similar decline.
Tesla ran into resistance near $377-$381 and Alphabet's Class C shares tested $354 in the September 21 session.
The Nasdaq 100's relative strength index reached 81 at 30,788, a level traders generally treat as overbought, while the Dow Jones Industrial Average sat unmoved at 52,500.
Porsche's CEO told staff no further job cuts are planned, but investors kept selling both stocks a day after the warning.
Volkswagen and Porsche shares extended losses for a second session after Porsche's profit warning, even as its CEO moved to reassure employees that no additional layoffs are planned.
One company generates billions in annual free cash flow while the other is still burning cash to scale new battery technology.
GE Vernova generates $3.7 billion in annual free cash flow while Eos Energy is still burning cash to scale its battery technology, framing the two as opposite bets in the power and storage market.
ARK trimmed two AI software winners while adding $3.35 million to a flying-taxi startup and defending Tesla and bitcoin against bearish calls.
ARK sold its Palantir and AMD positions and put $3.35 million into Archer Aviation, while Wood publicly pushed back on a 'dead cat' bitcoin warning and kept Ark's core Tesla stake despite Tesla trailing every other Magnificent Seven stock in 2026.
The halt targets new capacity even as manufacturers' mood in neighboring Japan hits a near five-year high on semiconductor demand.
China has stopped approving new battery storage plants, a move that could slow capacity growth in a sector that has been expanding rapidly.
A last-minute agreement between management and labor unions heads off a broader confrontation even as the company presses ahead with cuts.
Volkswagen reached a deal with labor representatives that averts an immediate showdown over job cuts, though the reductions themselves are still going ahead.
A Prime Air Boeing 767-300 ran off the runway and hit a Tesla Cybercab lot, the latest in a string of US aviation accidents this year.
Five people died when an Amazon-branded Boeing 767-300 cargo plane overshot the runway in Miami and struck a Tesla Cybercab lot, according to the Financial Times and ZeroHedge.
A narrower-than-expected rollout of Tesla's robotaxi cut into investor hopes for a broad autonomous ride-hailing launch.
Tesla shares fell after the Cybercab launch turned out to be far more limited than investors had been expecting.
Investors rewarded the automaker's board for approving what the company called a radical overhaul of its operations.
Volkswagen shares rallied after its board signed off on a restructuring plan described as radical, lifting the stock and helping offset a soft session for European equities.
NHTSA-linked recall covers more than 27,000 vehicles, adding to a difficult stretch for the EV maker's flagship sedan.
Lucid is recalling more than 27,000 Air sedans after the National Highway Traffic Safety Administration flagged a fire risk.
Automakers including Tesla began pulling vehicles from Chinese roads after regulators flagged a door-handle safety flaw, triggering a broad selloff in EV shares.
Tesla and other automakers began a record vehicle recall in China over door-handle safety, and EV shares fell in response.
Reports of an August Cybercab debut in Austin sent Uber and Lyft lower as investors reprice the terminal value of human-driver networks against Tesla's autonomous fleet ambitions.
A report that Tesla will launch its purpose-built Cybercab robotaxi in Austin this month pressured Uber and Lyft shares, reviving the structural bear case around driver-based ride-hailing economics.
Pony.ai and Uber will deploy more than 2,000 robotaxis across Europe as the White House orders a Navy shipbuilding overhaul and a new shipyard, redirecting industrial capital toward autonomy and hard assets.
Two industrial policy and mobility catalysts landed simultaneously: a 2,000-plus vehicle robotaxi rollout in Europe from Pony.ai and Uber, and a presidential directive to overhaul U.S. Navy shipbuilding including construction of a new shipyard. Both channel capital into physical infrastructure with multi-year visibility.
Regional divergence deepens across the electrification cycle even as Ford commits to repatriating Lincoln production from China by 2030, underscoring the tariff-driven redrawing of automotive supply chains.
July global electric vehicle registrations rose, but the composition was lopsided: European strength compensated for softness in China and North America. Separately, Ford plans to move Lincoln manufacturing to the United States from China by the end of the decade.
Volkswagen is preparing to rework its US product range and has appointed a new head of the region, according to a report.