Core Insights - Amazon's latest 13F filing reveals a significant focus on Rivian Automotive, with 94% of its $2.46 billion equity portfolio invested in RIVN stock, indicating a strong commitment to the electric vehicle sector [1][2][5] - The company has completely exited positions in Advanced Micro Devices (AMD) and IonQ, suggesting a strategic shift away from speculative tech investments towards more stable supply-chain hardware [4][5] Group 1: Amazon's Investment Strategy - Amazon holds 158.36 million shares of Rivian, valued at $2.32 billion, making it its largest public equity holding [2] - The average purchase price for Rivian shares was $79.29, indicating that Amazon is currently down over 80% on this investment [2] - The partnership between Amazon and Rivian is highlighted as a strong tie in the EV market, with thousands of Rivian vans already in Amazon's electric delivery fleet [3] Group 2: Market Context and Implications - Despite the strong performance of AMD and IonQ stocks, with AMD up over 120% year-to-date and IonQ up 64%, Amazon's exit from these positions may reflect a long-term strategy focused on logistics and decarbonization rather than short-term gains [4] - The shift in investment focus suggests that Amazon believes the future growth story will be driven by electric vehicles rather than AI chips, contrasting with current market trends where semiconductor stocks are gaining attention [5]

Rivian Automotive reported a larger net loss for the third quarter of 2025 even as revenue rose sharply and gross profit turned positive. Net loss attributable to common shareholders increased to $1.17bn for the quarter, compared with $1.1bn a year earlier. Total revenue reached $1.55bn, up 78% from $874m in the third quarter of 2024. Automotive revenue increased 47% to $1.14bn, supported by higher deliveries and increased average selling prices. Software and services revenue expanded to $416m, a 324% ...

Core Insights - Carvana has experienced significant growth in 2025, benefiting from a strong used car market and stable new car prices [1][2] - The expiration of the U.S. $7,500 EV tax credit has introduced uncertainty in the electric vehicle market, impacting demand [2][7] - Despite a decline in EV purchases, Carvana's CEO believes that the overall demand for used cars remains robust [3][4] Company Performance - Carvana sold 150,941 retail units in Q3 2025, representing a 44% increase year-over-year [6] - Revenue increased by 55% to $5.65 billion, with net income reaching $263 million, up $115 million from the previous year [6] - The company reported record levels in retail units sold, revenue, adjusted EBITDA, and operating income [6] Market Trends - The auto industry is witnessing a shift in consumer preferences, particularly in the electric vehicle segment, as the expiration of tax credits has led to a reduction in EV purchases [7][8] - Despite the challenges, Carvana's CEO remains optimistic about the future of electric vehicles, suggesting that they will eventually rebound [7][8] - In Q3 2025, consumers purchased 90 different EV models, but only nine models sold more than 10,000 units, indicating a concentration of sales among a few models [9] Industry Data - U.S. EV sales reached over 1 million units in 2025, capturing a 10.5% market share, up from 8.1% in 2024 and 7.8% in 2023 [11] - The majority of EVs sell at a low volume, with many models selling less than 2,000 units a month, which poses profitability challenges for automakers [9]

In this articleRIVNBrand new Lucid electric cars sit parked in front of a Lucid Studio showroom in San Francisco on May 24, 2024.Justin Sullivan | Getty ImagesDETROIT — Challenges are mounting for all-electric vehicle manufacturers Rivian Automotive and Lucid Group as the companies try to sell investors on a brighter, more profitable future to come.But things could get worse before they get better as both automakers are set to report third-quarter results this week, starting with Rivian after the bell Tuesd ...

We strongly believe that the demand fundamental is uh healthy and strong. We are seeing a demand growth of about 1.1% to 1.3% million barrels per day this year. Almost the same next year in 2026.It's a record year for oil, gas, and even coal. When you look at the 5-year average, it's at the lowest end of the 5-year average in terms of physical barrels storage available on the market. So it tells you that demand is real and it is strong.It is not reflected in terms of over supply or glut otherwise you will s ...

The electric-car maker has hired He will also be an on-the-ground leader for Tesla as opposed to the previous structure in which a small team of local staffers were managed remotely by an executive team in China and other regional hubs.EV calculatorHow much will I save if I choose an electric vehicle?SELECT vehicle typeCalculate Isabel Fan, Tesla’s director for Southeast Asia, had overseen the launch of Tesla’s two Indian stores launch in Mumbai and New Delhi in July and August, respectively. The previous ...

Core Insights - Global markets are expected to face a reality check after a strong rally, with warnings from Goldman Sachs and Morgan Stanley about potential drawdowns in the next two years [1][5] Market Performance - Equities worldwide have reached record highs this year, driven by AI-related gains and expectations of interest rate cuts, with significant increases in key U.S. indexes, Japan's Nikkei 225, South Korea's Kospi, and China's Shanghai Composite [2] Drawdown Predictions - Goldman Sachs CEO David Solomon predicts a 10 to 20% drawdown in equity markets within the next 12 to 24 months, emphasizing that such pullbacks are normal in long-term bull markets [3] - Solomon also noted that 10 to 15% drawdowns are common even during positive market cycles, which should not alter fundamental investment beliefs [4] Healthy Market Corrections - Morgan Stanley CEO Ted Pick views periodic pullbacks as healthy developments rather than signs of crisis, suggesting that drawdowns not driven by macroeconomic factors are a normal part of market behavior [4][5] Regional Opportunities - Goldman Sachs and Morgan Stanley identify Asia as a bright spot for investment, particularly following the recent U.S.-China trade pact, with Goldman highlighting China's significance as a major global economy [6] - Morgan Stanley expresses optimism about Hong Kong, China, Japan, and India, citing unique growth stories and investment themes such as Japan's corporate governance reforms and India's infrastructure development [7]

Summary of Motorcar Parts of America FY Conference Call Company Overview - **Company**: Motorcar Parts of America (NasdaqGS:MPAA) - **Industry**: Automotive aftermarket parts, focusing on diagnostic business, electric powertrains, and remanufacturing Key Points Financial Performance - The company reported a **free cash flow** of **$385 million** for the year, representing over **10%** of its **$3.3 billion** equity capitalization [3][4] - The **EBIT margin** for Q3 was **14.7%**, highlighting strong profitability compared to competitors in the automotive space [1][2] Growth Strategy - The company aims to expand into **new industries**, particularly in **industrial applications**, which could lead to a re-rating of the company in the future [2] - A **billion-dollar target** for new electric products by **2030** remains unchanged, with a focus on efficient electric mobility solutions [6] Market Positioning - The company has a **B2B branding strategy**, serving **60%** of revenue to professional installers and **40%** to DIY markets [14] - The remanufacturing process is emphasized as a way to provide original equipment quality parts, which are essential for older vehicles [18][19] Supply Chain and Manufacturing - The company has diversified its manufacturing footprint, reducing reliance on China and increasing production in **Mexico** and **Malaysia** [23][24] - The company is well-positioned to mitigate tariff impacts due to its flexible manufacturing capabilities [23][24] Pricing and Consumer Demand - The company is successfully passing through cost increases to consumers, emphasizing the non-discretionary nature of its products [26] - There is concern about consumer behavior shifting towards cheaper alternatives, but the company maintains that its products are essential for vehicle operation [42][43] Product Expansion - The company has expanded into the **brake business**, which has seen significant growth and margin improvement opportunities [31][32] - The diagnostic business is projected to become a **$100 million-plus** business, with plans to enhance its presence in retail stores [46][47] Future Outlook - The company is optimistic about returning to **pre-COVID gross margins** of over **20%**, driven by operational efficiencies and market opportunities [50] - There is a focus on **organic growth** and share repurchases, with a strong liquidity position allowing for strategic investments [52][53] Challenges and Considerations - The company acknowledges potential challenges from changing tariffs and trade agreements but believes it has the flexibility to adapt [38][40] - The impact of inflation and consumer purchasing behavior on demand for non-discretionary parts is being monitored closely [41][43] Additional Insights - The company plans to hold an **Investor Day** in **2026** to provide updates on its strategy and performance [7] - The management emphasizes the importance of maintaining a strong balance sheet and generating cash flow for future opportunities [27][52]

Morocco’s Neo Motors plans to begin selling the kingdom’s first homegrown electric car for about 100,000 dirhams ($10,740) next year https://t.co/CdXk8rNnzD ...

DETROIT — Sales of all-electric vehicles collapsed last month following the end of up to $7,500 in federal incentives for purchasing an EV, several automakers said Monday.Ford Motor, Kia and Hyundai Motor reported massive declines in EV sales as many buyers pulled ahead purchases before the credits ended under changes by the Trump administration.Ford, which ranked third in U.S. EV sales through the third quarter, reported a 25% drop in its year-over-year all-electric October sales. That included a 12% drop ...