Core Viewpoint - Rivian and Lucid, once leading electric vehicle stocks, have significantly declined in value due to production challenges and financial losses, raising questions about their potential for recovery and investment viability [1][2]. Rivian Overview - Rivian offers three electric vehicle models: R1T pickup, R1S SUV, and an electric delivery van for Amazon [4]. - The company aimed to produce 50,000 vehicles in 2022 but only managed 24,337 due to supply chain issues, with production increasing to 57,232 in 2023 but dropping to 49,476 in 2024 [4][5]. - Rivian anticipates producing 40,000 to 46,000 vehicles in 2025, facing challenges such as higher tariffs and supply chain disruptions [6]. - Analysts project a 5% revenue increase to $5.24 billion in 2025, with expectations of narrowing net losses from $4.75 billion in 2024 to $3.38 billion in 2025 [7][8]. - Revenue is expected to surge 41% to $7.37 billion in 2026, contingent on the successful launch of the R2 SUV [9]. Lucid Overview - Lucid currently sells the Air sedan and the Gravity SUV, which launched in late 2024 after delays [10]. - The company significantly underperformed its delivery targets, with actual deliveries of 4,369 in 2022, 6,001 in 2023, and 10,241 in 2024 [11]. - For 2025, Lucid expects to produce about 20,000 vehicles, more than double its 2024 output, with revenue projected to rise 73% to $1.4 billion [12][13]. - Analysts forecast Lucid's revenue to nearly double to $2.73 billion in 2026, but the company still faces challenges with negative gross margins and a crowded luxury SUV market [14]. Investment Comparison - Rivian is viewed as a more attractive investment due to faster production ramp-up, lower losses per vehicle, and a cheaper stock valuation compared to Lucid [15].

Group 1 - General Motors (GM) is facing significant challenges as it transitions to electric vehicles (EVs) amid regulatory changes and increased competition [1] - The company must prioritize advancements in battery technology to ensure its survival in the evolving automotive landscape [1] - The end of the EV tax credit and rising material costs due to tariffs are additional hurdles that GM must navigate [1] Group 2 - The automotive industry is shifting towards a future dominated by electric vehicles, necessitating that traditional automakers adapt or risk obsolescence [1] - GM's ability to compete with a growing list of EV-only manufacturers will be crucial for its long-term viability [1]

Core Points - GreenPower Motor Company Inc. held its Annual General and Special Meeting (AGM) on May 23, 2025, where significant corporate decisions were made [1] - Shareholders elected all management's director nominees and re-approved the Company's 2022 Equity Incentive Plan [2] - BDO Canada LLP was appointed as the Company's auditors for the upcoming fiscal year [2] - The Board of Directors appointed Fraser Atkinson as Chairman and CEO, Brendan Riley as President, and Michael Sieffert as CFO and Corporate Secretary for the next year [3] Company Overview - GreenPower designs, builds, and distributes a range of all-electric medium and heavy-duty vehicles, including transit buses, school buses, shuttles, and cargo vans [4] - The Company employs a clean-sheet design approach to manufacture zero-emission vehicles, integrating global suppliers for key components [4] - GreenPower was founded in Vancouver, Canada, with primary operational facilities in southern California, and it has been listed on the Toronto exchange since November 2015, completing its U.S. IPO and NASDAQ listing in August 2020 [4]

Industry Overview - The Zacks Mining - Silver industry is experiencing promising prospects due to rising silver prices and a projected demand of around 1.15 billion ounces, primarily driven by industrial use [1][4] - The industry comprises companies engaged in the exploration, development, and production of silver, with only 20% of silver coming from mining activities where silver is the primary revenue source [3] Demand and Supply Dynamics - Total silver demand is expected to dip slightly by 1% to 1.148 billion ounces in 2025, with industrial use projected at approximately 677.4 million ounces, accounting for about 59% of total demand [4] - The solar energy industry is a significant driver of silver demand, particularly in photovoltaic applications, alongside rising usage in 5G infrastructure and electric vehicles [4] - Global silver supply is projected to rise by 2% in 2025 to 1.031 billion ounces, but this will still result in a deficit of 117.6 million ounces, marking the fifth consecutive year of supply shortfall [5] Price Trends - Silver prices increased by approximately 22% in 2024 and 14.9% year-to-date, supported by economic uncertainties and solid demand amid tight supply expectations [5] - The industry's current valuation based on the forward 12-month EV/EBITDA ratio is 12.05X, significantly lower than the S&P 500's 24.69X, indicating potential for growth [13] Company Performance - Avino Silver Mines produced 678,458 silver equivalent ounces in Q1 2025, an 8% year-over-year increase, and is on track to achieve a production range of 2.5 - 2.8 million silver equivalent ounces in 2025 [17] - Fresnillo produced 107 million silver-equivalent ounces in 2024 and expects a decline in total production for 2025, focusing on profit margins and optimizing its mining operations [23] - Endeavour Silver recently acquired Compañia Minera Kolpa S.A. for $145 million, which is expected to enhance its production profile by approximately 5 million silver equivalent ounces [25] Market Outlook - The Zacks Industry Rank for the Mining-Silver industry is 15, placing it in the top 6% of 245 Zacks industries, indicating bright prospects in the near term [8] - The industry has outperformed the Basic Materials sector but has lagged behind the Zacks S&P 500 composite over the past year, with a collective loss of 7.6% compared to the sector's 9.9% decline [10]

Chinese carmaker BYD Company ADR BYDDY might have stolen the April electric vehicle title in Europe, but markets didn’t bat an eyelid. Neither did Tesla TSLA shares.BYD sold 7,231 battery electric cars (BEVs) in Europe in April, edging out Tesla, which sold 7,165, new figures from JATO Dynamics show. Although the milestone represents a symbolic turning point in the European EV battle, it didn’t dent investor faith, as Tesla shares gained more than 2% on the day of the news.It's the first time a Chinese bran ...

BYD just scored a major win against Tesla in one of its biggest markets. The Chinese electric vehicle giant outsold Tesla in Europe for the first time last month, as Elon Musk's automaker saw its sales collapse amid furious backlash over its CEO's politics.BYD sold 7,230 battery-electric vehicles in April, compared to 7,165 for Tesla, according to JATO Dynamics data. It's a major milestone for the Chinese brand, and suggests BYD has taken advantage of Tesla's alarming decline in Europe.New Tesla registrat ...

根据 Counterpoint Research最新发布的《全球乘用电动车销量追踪报告》 显示，2024年东南亚电动 汽车市场呈现显著增长，销量同比增长超50%，推动电动汽车在新乘用车销量中占领10%的份额。 东南亚现已成为全球增长最快的地区之一。其汽车市场长期由日本和韩国制造商主导，但在后疫情 时代，电动汽车需求激增，而Toyota、Honda、Nissan和Mazda等传统车企反应较慢，使得中国电动 汽车制造商在该地区获得显著市场优势。 根据 Counterpoint Research《最新全球乘用车预测报告》 显示，预计到2025年东南亚地区电动汽车 将占乘用车总销量的13%以上，同比增长41%，并且增长势头有望延续，到2035年预计该地区每售 出的两辆乘用车中就有一辆为电动汽车。 电动汽车在新乘用车中占的份额 数据来源： Counterpoint Research 《最新全球乘用车预测报告》 点击阅读原文查阅更多报告相关内容 2024年东南亚电动汽车市场迎来爆发式增长，销量同比增幅超50%。 在政府激励、资源充足以及中国车企大力投资这三驾马车的拉动下，东南亚正加速崛起为全球 电动汽车的生产枢纽。 预计 ...

Rivian (RIVN -4.02%) stock is finding the opposite of what was set up to be a slightly quiet year for the automaker, which is in between vehicle launches. Rivian is dealing with tariff uncertainty, trying to boost deliveries, and constructing the expansion to its Illinois plant to enable production of its all-new R2 SUV. Despite trading well below all-time highs, the stock is quietly up 56% over the past year, but if you need more reason for optimism amid a slowing EV market, here are two.Operational improv ...

Core Insights - Demand for advanced chipmaking equipment is rapidly increasing due to advancements in semiconductors for AI, electric vehicles, and high-performance computing, leading investors to focus on companies like ACM Research (ACMR) and Applied Materials (AMAT) [1] Company Overview - Applied Materials has a market capitalization exceeding $134 billion and is a leader in materials engineering, focusing on innovations such as gate-all-around transistors and advanced memory [2] - ACM Research, with a market cap of $1.37 billion, is expanding in wafer cleaning and advanced packaging, particularly in Asia, while also scaling globally [2] Stock Performance - In 2025, ACM Research's shares have increased by 60.8%, significantly outperforming Applied Materials' 2.1% gain, reflecting ACMR's strong revenue momentum and growing influence in the Chinese market [3] - AMAT's slower stock performance is attributed to U.S. export controls affecting its China business, despite its leadership in advanced technologies [3] Strategic Positioning - ACM Research is strategically positioned in the Chinese semiconductor market, benefiting from local manufacturing and customer relationships amid China's push for self-reliance in chipmaking [5] - ACMR's gross margin for Q1 2025 was 48.2%, exceeding its long-term target range of 42% to 48%, supported by a favorable product mix and disciplined cost controls [6] Financial Health - ACMR's net cash increased to $271 million in Q1 2025, up from $259 million at the end of 2024, with positive operating cash flow of $5.3 million compared to a negative $9 million a year earlier [7] - Applied Materials reported an adjusted EPS of $2.39 in Q2 2025, exceeding estimates, with a gross margin of 49.2%, the highest in over two decades [11] Market Challenges - The Trump administration's 25% semiconductor tariffs pose significant challenges for both AMAT and ACMR, potentially inflating costs and disrupting supply chains [13] Valuation Comparison - ACM Research is trading at a forward P/E of 17.09X, below its 5-year median of 21.70X, indicating it is attractively valued compared to Applied Materials, which is trading at a forward P/S of 17.09X, aligning with its historical average [14] Price Targets - Analysts project an average price target of $199.33 for Applied Materials, suggesting a 20.1% upside, while ACM Research has an average price target of $34.43, implying a 45.45% upside [15][19] Investment Outlook - ACMR is gaining momentum with strong margins and relevance in China's chip self-reliance, while AMAT benefits from AI-driven demand and shareholder returns, though its slower growth and higher valuation limit near-term upside [21]

Rivian Automotive, Inc. NASDAQ: RIVN is a key player in the electric vehicle (EV) market, and the company’s stock is currently trading just below $20, marking a potential inflection point for investor consideration. Investors often analyze key moments (such as dropping below a multiple of 10) to differentiate volatility from fundamental changes in a company's growth strategy. Rivian Automotive TodayRIVNRivian Automotive$16.92 +0.63 (+3.87%) 52-Week Range$9.50▼$18.86Price Target$14.24Add to WatchlistRivian' ...