Lamborghini will cancel its plan to release an electric vehicle in 2028 due to what the company is calling a lack of consumer demand. Lamborghini CEO Stephan Winkelmann spoke with The Sunday Times in an interview and said the EV will no longer join its lineup after the company's analysis found little demand for the EV, which was named the Lanzador in 2023. The company is owned by Volkswagen through its subsidiary, Audi.Winkelmann told The Sunday Times the "acceptance curve" for EVs in Lamborghini's target m ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors use fundamental analysis and traditional valuation metrics to find stocks that they believe are being undervalued by the ...

The major U.S. index futures are currently pointing to a slightly higher open on Tuesday, with stocks likely to regain ground following the sell-off seen in the previous session.Traders may look to pick up stocks at reduced levels following yesterday's slump, which dragged the Dow down to its lowest closing level in a month.Buying interest may be somewhat subdued, however, as uncertainty about tariffs continues to weigh on investors' minds.Traders may also be reluctant to make significant moves ahead of th ...

Core Insights - Uber has launched a new division called Uber Autonomous Solutions to manage all aspects of operating autonomous vehicles, including software and support services [1] - The company has formed partnerships with nearly two dozen autonomous vehicle technology firms, covering various applications from robotaxis to delivery robots [2] - Uber aims to make itself indispensable to these partners by providing operational support, allowing them to focus on software development [3] Partnerships and Investments - Uber has invested in companies like Lucid, Nuro, Waabi, and WeRide, and has allocated $100 million for building fast-charging stations for autonomous vehicles [2] - The company has established a shared robotaxi service with Waymo in Atlanta and Austin, and has partnerships with Chinese firms such as Baidu and Pony.ai [9] Operational Goals - The initiative aims to reduce costs per mile for partners and accelerate the deployment of robotaxis to over 15 cities by the end of the year [4] - Uber plans to handle infrastructure needs such as training data, mapping, fleet financing, and regulatory services [7] User Experience and Fleet Management - The new division will also focus on enhancing user experience, including customer support and fleet management, which involves remote assistance and insurance [8] - Uber's approach to fleet management is particularly relevant given recent scrutiny over labor practices in the autonomous vehicle sector [8] Strategic Context - The launch of this division follows Uber's sale of its in-house AV development unit, Uber ATG, in 2020, which was a response to internal challenges and external pressures [9] - The new division is seen as a way for Uber to protect its business model against potential revenue loss from the rise of autonomous vehicles [10]

Core Viewpoint - QuantumScape has experienced a challenging year, with its stock significantly down from its previous high, raising questions about its investment potential as it trades under $9 per share [1]. Group 1: Business Progress - QuantumScape made significant advancements in battery technology last year, notably integrating the Cobra separator process into production, achieving a 25x improvement in heat-treatment speed compared to the previous Raptor process [2]. - The company began shipping QSE-5 B1 cell samples to automotive customers in Q3, showcasing an energy density of 844 Wh/L and 301 Wh/kg, allowing for smaller and lighter batteries that can fast-charge from 10% to 80% in under 15 minutes [3]. Group 2: Collaborations and Agreements - QuantumScape expanded its collaboration with PowerCo, Volkswagen's battery arm, allowing for the mass production of battery cells up to 40 GWh per year, with potential expansion to 80 GWh per year [5]. - The company entered a joint development agreement with Murata Manufacturing and Corning to produce ceramic separators at high volume for its solid-state batteries, enhancing its global supplier ecosystem [5]. Group 3: Future Outlook - QuantumScape plans to begin field testing of its QSE-B1 sample cells in vehicles this year, as part of a program to demonstrate the technology's capabilities in real-world applications [6]. - The company anticipates an adjusted EBITDA loss between $250 million and $275 million for the full year [6].

Core Viewpoint - The U.S. Supreme Court's ruling to overturn Trump's emergency tariffs could lead to refunds of approximately $175 billion in tariffs, significantly impacting businesses and consumers, although the refund process is expected to be slow [1]. Group 1: Impact on Businesses - Thousands of businesses are now considering pursuing refunds due to the Supreme Court ruling, which affects not only those that sued but also a broader range of companies [1]. - Affected companies, including luxury brands like LVMH and Moncler, saw positive stock reactions following the ruling [1]. - The corporate sector, particularly in consumer goods, automotive, manufacturing, and apparel, has been heavily impacted by tariffs that increased costs and disrupted supply chains [1]. Group 2: Refund Process and Legal Actions - The refund process is anticipated to be lengthy, with many companies potentially waiting months to years to recoup tariffs [1]. - Over 1,800 tariff-related lawsuits have been filed since April, a significant increase from fewer than two dozen in 2024, indicating a growing trend of legal challenges against tariffs [1]. - Companies may face challenges in gathering detailed import data necessary for calculating tariffs paid under various regimes [1]. Group 3: Consumer Impact - The Federal Reserve Bank of New York reported that 90% of the costs from Trump's tariffs are borne by American consumers and companies, countering the argument that foreign entities bear the burden [1]. - The effective U.S. tariff rate was reported at 11.7% as of November, significantly higher than the average of 2.7% between 2022 and 2024 [1]. Group 4: Future Tariff Landscape - Despite the ruling, tariffs are expected to continue under different legal frameworks, particularly in sectors deemed crucial for national security [1]. - The automotive sector will still face significant tariffs not related to the overturned emergency powers, such as the 25% tariffs on vehicles from Mexico and Canada [1]. - Some companies are opting to sell their rights to collect refunds to outside investors, receiving a small upfront payment while forfeiting the remainder [1].

Economic Recovery in Europe - The German economy demonstrated unexpected resilience in February, with the HCOB Manufacturing PMI rising to 50.7 from 49.1 in January, marking the first expansion in nearly four years [2][9] - The broader Composite PMI increased to 53.1, driven by a robust services sector reaching a four-month high of 53.4 [2] - Investors reacted positively to the data, indicating that the European Central Bank's policy shifts are stabilizing industrial output, with the iShares MSCI Germany ETF (EWG) gaining attention as manufacturing output rose at its fastest rate since October 2025 [3] Middle East Diplomatic Developments - Iran and Egypt have fully restored diplomatic ties, ending decades of strained relations and leading to an immediate exchange of ambassadors, which is expected to de-escalate regional tensions [4][5][9] - This diplomatic thaw may lower the regional risk premium for oil, although the long-term impact on energy prices remains uncertain [5] U.S.-Saudi Nuclear Deal Concerns - A proposed civil nuclear pact between the U.S. and Saudi Arabia has raised proliferation concerns, as it reportedly lacks traditional non-proliferation safeguards, potentially allowing Saudi Arabia to enrich uranium domestically [6][7][9] - The deal is seen as a strategic move to reduce reliance on Russian uranium and strengthen Saudi Arabia's position within the U.S. security framework, with companies like Cameco (CCJ) and the Global X Uranium ETF (URA) being closely monitored [7] Hong Kong Labor Market Update - Hong Kong's unemployment rate increased to 3.9% for the November-January period, slightly above market expectations of 3.8%, reflecting ongoing pressures in specific sectors despite overall economic growth [10][11] - Total employment saw a marginal decrease, while the underemployment rate remained steady at 1.7% [10]

Core Viewpoint - Volkswagen is advancing plans to reduce its stake in Everllence, its unit that manufactures marine engines and heat pumps, with indicative offers received from private equity firms, valuing the unit at approximately €5bn to €6bn ($5.9bn to $7.1bn) [1][2] Group 1: Volkswagen's Strategic Moves - Volkswagen is looking to sell a controlling stake in Everllence while retaining a significant minority shareholding [2] - The sale of Everllence is part of Volkswagen's broader strategy to reshape its business amid declining demand and increased competition from Chinese manufacturers [2][6] Group 2: Financial Performance and Market Context - Volkswagen reported a net cash flow of €6bn from its automotive division in 2025, indicating stronger cash generation than expected [3] - The European automotive industry is facing challenges from competition with China and a slower-than-expected transition to electric vehicles [4] Group 3: Industry Trends and Comparisons - The auction of Everllence coincides with Continental's sale of its ContiTech division, highlighting a trend among European industrial groups to streamline operations amid rising costs and regulatory pressures [6] - Private equity firms are increasingly interested in acquiring non-core assets from large industrial groups, seeing opportunities for performance improvement through further investment [6]

Group 1: Company Overview - Mobileye Global Inc. (NASDAQ:MBLY) is recognized as a promising single-digit stock by analysts, with a strong position entering 2026 due to new program wins and partnership expansions [1] - The company develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies across various regions including the US, Europe, and China [5] Group 2: Recent Developments - Mahindra & Mahindra Ltd. has selected Mobileye's SuperVision and Surround ADAS platforms for at least six future vehicle models, with production expected to start in 2027, positioning Mobileye as a Tier 1 supplier [2] - The SuperVision system will utilize 11 cameras and optional radars powered by two EyeQ6H chips for advanced driving capabilities, while the Surround ADAS system will employ five cameras and multiple radars for hands-off highway driving [3] Group 3: Market Context - India is the third-largest automotive market globally, experiencing increased ADAS adoption driven by consumer demand and new regulatory standards like the Bharat New Car Assessment Program, which supports Mobileye's growth in this key market [4]

Core Insights - Volkswagen has received bids from leading private equity firms such as Blackstone, EQT, and CVC for its Everllence division, indicating strong interest in the asset from major investment players [1] Group 1 - The involvement of top private equity funds suggests a competitive bidding environment for Volkswagen's Everllence division [1] - The Financial Times reported this development, highlighting the significance of the interest from these firms [1]