Core Insights - Ford is set to report its fourth quarter results, focusing on its electric vehicle (EV) business and the impact of an aluminum plant fire on F-150 sales [1] Financial Performance - Ford is expected to report Q4 revenue of $42.40 billion, with adjusted earnings per share (EPS) of $0.19 and adjusted EBIT of $1.16 billion [1] - The company reported a $19.5 billion charge in December due to a shift in its EV strategy, with $12.5 billion recognized in Q4 and the remainder in 2026 and 2027 [2] - The asset impairment portion of the write-down is $8 billion, including $6 billion related to restructuring and asset acquisition from SK On [3] - Ford raised its 2025 adjusted EBIT guidance to about $7 billion, up from a previous range of $6 billion to $6.5 billion, while analyst consensus estimates are at $8.86 billion [4] Business Segments - Ford's business is divided into three units: Ford Blue (traditional gas-powered), Ford Model e (electric vehicles), and Ford Pro (commercial trucks) [6] - For Q4, Ford Blue is expected to generate $25.02 billion in revenue with $830.7 million in EBIT, while Model e is projected to have $1.16 billion in revenue but a $1.3 billion EBIT loss, and Ford Pro is expected to report $14.91 billion in revenue with $1.63 billion in EBIT [6] Sales Performance - Despite challenges in the EV sector and F-150 production, Ford's US sales rose 2.7% in Q4 compared to the previous year, driven by truck and hybrid sales [7] - For the full year, Ford reported a 6% increase in US sales, totaling approximately 2.2 million vehicles [7]

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Core Viewpoint - Rivian Automotive's stock has significantly declined since its IPO, raising questions about its investment potential as it prepares to launch its new R2 vehicles this year [1][2]. Company Performance - Rivian's share price has dropped approximately 92% from its all-time high of around $172 per share, currently trading at about $14.80 [2][5]. - The company has a market capitalization of $17 billion and has experienced a gross margin of -159.38% [5][6]. - In Q3 2023, Rivian reported a net loss of roughly $1.1 billion, with sales increasing 78% year over year to reach $1.56 billion [9]. Market Context - Rivian went public during a favorable environment for speculative growth stocks, but market conditions have since changed, with rising interest rates and increased competition from lower-priced Chinese EV alternatives [4][6]. - The EV market is growing at a slower rate compared to 2021, and government subsidies that previously supported the industry have expired [6]. Production and Delivery Challenges - Rivian's production and delivery scaling has been slower than anticipated, with fewer vehicles delivered in 2025 compared to previous years, and quarterly deliveries have not exceeded 15,564 units [7]. - The company has been issuing new shares to fund operations, leading to dilution for existing shareholders [7][10]. Future Prospects - The launch of Rivian's R2 platform vehicles is expected to be a significant catalyst for the company, potentially increasing vehicle production and sales growth [8]. - Despite the anticipated benefits from the R2 launch, gross margins on vehicles sold remain negative, and the lower-cost R2 vehicles may not provide the margin improvement investors hope for in the near term [10][11].

Shares of Chinese electric-vehicle maker Nio (NYSE: NIO) were trading higher on Friday after the company announced that it expects to report an adjusted operating profit for the fourth quarter -- its first-ever profit on that basis. As of 1:00 p.m. ET, Nio's American depositary shares were up about 7.3% from Thursday's closing price. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Ni ...

Core Viewpoint - Stellantis is taking a €22 billion ($26 billion) charge as part of a major reset of its electric vehicle strategy, marking the largest write-down in a series of recent EV-related charges by global automakers, totaling $55 billion across the industry [1][2]. Group 1: Financial Impact - Volkswagen recorded a $3.5 billion charge in September linked to its electric division [2]. - Ford announced a $19.5 billion charge in December after canceling plans for large EVs [2]. - General Motors reported a $6 billion write-down due to reduced EV production [2]. Group 2: Strategic Shift - Stellantis CEO Antonio Filosa stated that the reset is aimed at aligning with customer preferences, acknowledging past overestimations of the energy transition pace [6]. - The company is shifting focus back to gas-powered vehicles, reintroducing models like the V8 Hemi-powered Ram pickup series and the six-cylinder Dodge Charger [10]. Group 3: Historical Context - Stellantis was formed in 2021 through the merger of Fiat Chrysler Automobiles and PSA Group, investing heavily in EV infrastructure under previous CEO Carlos Tavares [7]. - The anticipated consumer demand for EVs did not materialize, leading to a 70% profit drop during Tavares' final year [8]. Group 4: Product Line Adjustments - Stellantis has canceled or delayed several electric vehicle models, including the Chrysler Airflow and the all-electric Ram 1500 [8]. - The company discontinued its fleet of plug-in hybrid vehicles, ceasing production of models like the Jeep Wrangler 4xe and Chrysler Pacifica Hybrid [9]. - Remaining electric launches by 2026 include the $65,000 Jeep Recon and an extended-range Ram 1500 REV [9]. Group 5: Market Reaction - Following the announcement of the significant EV write-down, Stellantis shares fell by 25.5%, trading at approximately $7.10 per share shortly after market opening [11].

Core Viewpoint - Nio is set to report its first-ever adjusted profit in Q4 2025, with non-GAAP operating profit expected between RMB 700 million and RMB 1.2 billion, a significant improvement from a loss of RMB 5.5 billion last year [1]. Group 1: Financial Performance - Nio's stock has surged recently, but it remains down over 35% from its October high, making it attractive for long-term holding [2]. - The profitability milestone is attributed to growing sales and cost-cutting measures, with successful reductions in manufacturing costs potentially boosting margins over time [4]. - Nio shares are trading at a compelling 0.94x sales, making them less expensive compared to peers like Xpeng [5]. Group 2: Growth Potential - Nio's recent launch of the ONVO and Firefly brands positions the company to capture both premium and budget-conscious consumers, with management guiding for an annual growth trajectory of at least 40% [6]. - The expanding battery-swapping network has surpassed 100 million cumulative swaps, providing a competitive advantage [7]. Group 3: Market Sentiment - Wall Street analysts remain bullish on Nio shares for the next 12 months, with a consensus rating of "Moderate Buy" and a mean target of $6.17, indicating potential upside of over 25% from current levels [8][10].

Core Insights - Cars.com announced the winners of its annual Best Of Awards for 2026, highlighting top-rated vehicles amidst rising vehicle prices and changing market conditions [1][2] - The Nissan Leaf was named Best Car of the Year, recognized for its value, innovation, and usability, especially as affordable EV options become more limited [2][7] Award Winners - Best Car: 2026 Nissan Leaf, starting at $31,485, offers up to 303 miles of range and access to Tesla's Supercharger network [7] - Best SUV: 2026 Nissan Armada, known for its strong twin-turbo V-6 power and towing capacity of up to 8,500 pounds [7] - Best Family Car: 2026 Hyundai Santa Fe, featuring three-row seating and flexible cargo space [7] - Best Pickup Truck: 2026 Ram 1500, combining work-ready trims with luxury models and class-leading comfort [7] - Best Electric Vehicle: 2026 Kia EV9, providing up to 305 miles of range and family-friendly versatility [7] - Best Luxury Vehicle: 2026 Cadillac Escalade IQ, offering an estimated 465 miles of range and advanced technology [7] Methodology - The Best Car of the Year was selected from over 40 new or redesigned models, evaluated based on quality, innovation, and value [4] - Other awards considered specific criteria relevant to their respective categories, open to all model-year 2026 vehicles [4]

Core Insights - Nio's stock has experienced a significant decline of 93% from its peak of $63 per share in early 2021 to approximately $4.50 today, primarily due to rising competition and trade uncertainties in the EV market [1] Industry Overview - China is the largest EV market globally, with battery electric vehicles making up about 59% of new car sales, compared to a peak of 10.5% in the U.S. This growth is supported by favorable government policies, although it has led to increased competition [2] - Established players like Tesla and BYD have faced declines in vehicle sales in China, with drops of 7.4% and 5.1% respectively in 2025, highlighting the challenges posed by intensifying competition and protectionist measures [3] Company Performance - Nio has bucked the trend of declining sales, achieving a 40.8% year-over-year increase in third-quarter deliveries, totaling 87,071 vehicles, with its sub-brand Onvo delivering 37,656 units, surpassing the flagship Nio brand [4] - Management is optimistic about future growth, projecting a compound annual growth rate (CAGR) of 40% to 50% over the next two years, aided by the upcoming release of the ES9 flagship SUV [5] - Nio's gross margin improved from 10.7% to 13.9% in the third quarter, indicating enhanced manufacturing efficiency and economies of scale. Operating losses narrowed by 33% to $494.7 million, suggesting a potential path to profitability if current trends persist [6]

Core Viewpoint - Rivian Automotive is an innovative electric vehicle (EV) company with potential, but current financials indicate it may not be a good investment at this time due to high risks and losses [1][2][8]. Financial Performance - Rivian's revenue for Q3 2025 reached $1.5 billion, representing a 78% increase compared to Q3 2024 [9]. - The company reported a consolidated gross profit of $24 million for the same quarter, an improvement of $416 million [9]. - Despite the revenue growth, Rivian incurred a significant loss of $2.75 billion in the first nine months of 2025, although this was an improvement from a $4 billion loss in the same period of 2024 [9]. - Rivian's gross margin stands at just 2%, which is considered very low in the automotive industry, especially when compared to Tesla's gross margin of 17% [10]. Market Position - Rivian ranked sixth in EV sales last year, selling less than half of what Chevrolet (General Motors) sold and less than a tenth of Tesla's nearly 600,000 EVs sold in 2025 [4]. - The American EV market is heavily dominated by Tesla, which holds a 43.1% market share, while other major players like General Motors, Ford, Hyundai, and Volkswagen collectively account for 31.6% [3]. Product Development - Rivian currently offers the R1 model, available as a truck or SUV, starting at around $70,000 [7]. - The company plans to introduce the R2 model, a more affordable SUV starting at $45,000, and has a future R3 model in development [7]. Industry Trends - The end of the EV tax credit in late 2024 negatively impacted overall EV sales in the U.S., which dropped by 36% in Q4 2024, although total EV sales for 2025 saw only a slight decline compared to 2024 [6]. - Despite slowing sales, the EV segment is expected to persist as costs decrease and vehicle ranges improve [6].

美國參議員 當眾質疑 Tesla FSD 太危險 結果被 工程副總 Lars Moravy 一句話 直接打臉！ Markey 質問 為什麼 Tesla FSD 哪都能開 不像 Waymo 只限 特定區域？ 這不危險嗎？ Lars 超淡定回答 FSD 是 Supervised Level 2 駕駛員必須監督 所以能全國跑 Robotaxi 才是 Level 4 無人駕駛 只在 Austin 這種預設區運營 然後 Markey 還追問純視覺 系統沒 LiDAR 行不行？ Lars 直接甩數據 他說我們的 FSD Supervised 平均 510 萬英里 才一次 重大事故 比人類開車 安全太多了！ 政客外行挑釁 Tesla 工程師 用硬數據回擊 爽不爽？ 這不只是 技術辯論 這是 Tesla 未來 Robotaxi 大計的關鍵一戰 如果聯邦法規 再不跟上 中國可能就 要把規則定了！ 你覺得 Lars 這波回擊 夠狠嗎？. ...