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Semafor's Liz Hoffman on corporate woke wars, Elon Musk vs. Pres. Trump and impact on Tesla
CNBC Television· 2025-07-02 12:36
Corporate woke wars have found their latest battleground in a freezer. Semaphore reporting that Unilver cutting off funding to Bett and Jerry's foundation. This after a clash over transparency and ideological control. Joining us right now to get into it all, Liz Hoffman, Salfor's business and finance editor. This is a fascinating story. Um, tell us what's really going on here. So, you know, Unilver bought Ben & Jerry's 25 years ago and kind of first they really like their kind of quirky progressive politics ...
Trump says DOGE might 'eat' Elon Musk as he reconsiders EV subsidies
NBC News· 2025-07-01 14:24
We might have to put Doge on Elon. You know, you know what Doge is. Doge is the monster that have that might have to go back and eat Elon.Wouldn't that be terrible. He gets a lot of subsidies, Peter. But, uh, Elon's very upset that the EV mandate is going to be terminated.And you know what. When you look at it, even who wants, not everybody wants an electric. ...
China's Xiaomi undercuts Tesla with yet another cheaper car
CNBC· 2025-06-26 13:54
Core Insights - Xiaomi is launching a new electric SUV, the YU7, aimed at competing directly with Tesla's Model Y, priced at 253,500 yuan ($35,322), which is 10,000 yuan cheaper than Tesla's offering [1] - A Citi report had anticipated the YU7's price to be between 250,000 yuan and 320,000 yuan ($34,800 to $44,590), with expected monthly sales of around 30,000 units and annual sales projections of 300,000 to 360,000 units [2] - The YU7 is claimed to outperform Tesla's Model Y in several metrics, although it falls short in driver assistance features [3] Pricing and Market Position - The starting price of the YU7 is set at 253,500 yuan ($35,322), making it a competitive alternative to Tesla's Model Y priced at 263,500 yuan [1] - The pricing strategy aligns with Xiaomi's previous model, the SU7 sedan, which was also priced lower than Tesla's Model 3 [2] Sales Projections - Citi forecasts monthly sales of approximately 30,000 units for the YU7, with potential annual sales ranging from 300,000 to 360,000 units once sales momentum builds [2] Product Features - The YU7 includes driver-assist software, with the most advanced version utilizing Nvidia's Thor chip, although it is noted to be lacking in some driver assistance capabilities compared to Tesla [3] - Pre-sales for the YU7 commenced shortly after the announcement, with expected delivery timelines of one to five weeks [3]
【Tesla每日快訊】 Robotaxi的「關鍵脫離」吵翻天?揭秘背後真相!🔥Semi量產有序推進(2025/6/26-2)
大鱼聊电动· 2025-06-26 11:10
Market Trends & Dynamics - European car market new car registrations slightly decreased by 0.6% in the first half of 2025 [1] - Electric vehicle sales in Europe surged by 25%, reaching a 15.4% market share [1] - Hybrid vehicles are gaining popularity in Europe, accounting for 35.1% of the market [1] - New energy vehicle sales in Spain increased dramatically by 79% [1] - Chinese brand SAIC Motor has surpassed Tesla in sales [1] Tesla Developments - Tesla Robotaxi's "critical disengagements" are sparking online debate [1] - FSD technology experiences a serious intervention approximately once every 1,500 miles, indicating potential for improvement [1] - Tesla Semi production is accelerating with GROB Systems equipment arriving at the Nevada Giga Semi factory [1] - Tesla aims for trial production of the Semi by the end of 2025 and mass production by 2026, targeting an annual capacity of 50,000 units [1] Other - JOWUA offers a 5% discount with the code BIGFISH95 [1]
Curiosity-the wick in the candle | Mark Moodley | TEDxQMDS Qingdao Youth
TEDx Talks· 2025-06-23 15:25
Economic Shift & Geopolitics - The speaker argues there has been a rapid shift of economic power in the last 25 years, largely unnoticed [5] - The world order has changed significantly in the last 24-25 years [6] - The speaker challenges the Western media's narrative about China, finding it untrue based on personal observation [3][7] - The speaker highlights the "Thucydides Trap," suggesting the West is threatened by China's rise [16] - The speaker advocates for a multipolar world order, opposing hegemonic dominance by any single state [20][21][25] China's Economic Model & Development - China's economic model is described as a "socialist market economy," where the government owns core infrastructure but allows a private sector [14] - The private sector contributes significantly to China's GDP (60%), urban employment (80%), and new job creation (90%) [15] - China's rapid growth is likened to going from a bicycle to a spaceship in one lifetime, driven by economic reforms starting in 1978 [12] - The "Mayor's Economy" is mentioned as a development strategy, where local mayors are responsible for economic growth with state oversight [13] - China's Belt and Road Initiative is presented as a model for shared prosperity, contrasting with the concentration of wealth in the hands of a few in some Western economies [18][19] China's Future & Global Leadership - The World Bank projects China to be the number one economy by 2030 [27] - China is currently leading in areas like AI, electric vehicles (60 million), and digital finance [26] - The speaker emphasizes China's work ethic and long-term vision as key factors in its success [28] - A unified, multipolar system is needed to address global challenges like AI governance and pandemics [29]
Is Lucid Stock a Millionaire-Maker?
The Motley Fool· 2025-06-16 10:00
The massive drop may have some investors hoping that if Lucid can just regain its momentum in the EV market, perhaps it can achieve its previous share price -- which would be more than a 2,500% increase from its current price. Electric vehicle (EV) maker Lucid (LCID -2.55%) experienced a share price surge after the company went public in 2021. But since about mid-2022, the stock has been on a steady decline and is down 96% from its all- time high of about $58. For one, American consumer interest in electric ...
【Tesla每日快訊】 Model S/X 2025 升級有多強?新功能值不值得你掏腰包?🔥Semi/Waymo/Moove/NIO(2025/6/13-2)
大鱼聊电动· 2025-06-13 10:14
大家好我是大鱼 今天的资讯 包括下面几个消息 1. Model S/X 2025 升级 2. 特斯拉生产经营 方面的消息 3.其他车企的消息 Waymo NIO 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 Model S/X 2025 升级 Tesla 对它的旗舰车型 Model S 和X 进行了 2025 年的大升级! 这次更新不只换了新行头 还加了不少 高科技玩意儿 当然价格也跟着 水涨船高 先说大家最关心的价格 这次Model S 和X 全线车型都 涨了$5000 Model S Long Range 现在要$84990 Model S Plaid 涨到$99990 Model X 也不例外 Long Range 变成$89990 Plaid跳到$104990 这次升级的重头戏是啥? 前保险杆加了颗新相机 还带喷水器 自动驾驶功能将会更稳 车内氛围灯 也玩出新花样 现在可以随你心情 换多种颜色 从仪表板 中央控制台 到前后门板 甚至连脚部灯 和车门内袋的灯 都能变色 开车像在开派对 夜晚的车内氛围 绝对让你帅到没朋友 外观上 Tesla 丢出两款新色 霜 蓝色金属漆F ...
Is Tesla Stock Worth Owning in 2025?
The Motley Fool· 2025-06-11 07:31
*Stock prices used were from the trading day of June 6, 2025. The video was published on June 9, 2025. In this week's video, I cover need-to-know news items related to Tesla (TSLA 5.66%) during the week of June 2. Watch the short video to learn more, consider subscribing, and click the special offer link below. Here's everything you need to know about the electric vehicle maker's week. ...
Rivian Stock Below $20: Charging Up or in the Breakdown Lane?
MarketBeat· 2025-05-21 12:16
Core Insights - Rivian Automotive is currently trading just below $20, indicating a potential inflection point for investors as they assess the company's growth strategy and market volatility [1] - The company achieved its second consecutive quarter of positive gross profit in Q1 2025, reaching $206 million with a 17% gross margin, reflecting improved manufacturing efficiency [4][8] - Rivian's production in Q1 2025 reached 14,611 vehicles, with 8,640 deliveries, meeting anticipated targets [5] - The company has a strong liquidity position with $7.178 billion in cash and equivalents, bolstered by a $6.6 billion loan from the U.S. Department of Energy for expansion [9] - Rivian updated its 2025 delivery outlook to between 40,000 and 46,000 vehicles and increased capital expenditure guidance to $1.8 billion to $1.9 billion [10] Financial Performance - Rivian reported a net loss of $541 million and an Adjusted EBITDA loss of $329 million in Q1 2025, which is typical for a rapidly growing manufacturing company [8] - The company has reduced the cost of goods sold per vehicle by $31,000 in Q4 2024 compared to the previous year, indicating progress in cost management [9] - Management remains confident in achieving a "modest positive gross profit for the full year 2025," despite external economic factors [11] Strategic Initiatives - Rivian is developing the R2 platform, with production expected to begin in the first half of 2026, which is anticipated to have significantly lower material costs than the R1 [5] - The company is expanding its commercial vehicle business through partnerships, including a collaboration with HelloFresh and ongoing work with Amazon [6][7] - Rivian's commitment to vertical integration, including in-house design and manufacturing of battery packs and vehicle software, enhances its control over critical components [12] Market Position and Future Outlook - Rivian's strategic alliance with Volkswagen Group is expected to unlock a $1 billion investment by June 30, 2025, as part of a joint venture worth up to $5.8 billion [4] - The company is positioned for sustained growth through a multi-pronged strategy focused on cost efficiency and manufacturing scalability [13] - Rivian is seen as a compelling opportunity for long-term investors, with a clear path toward becoming a significant player in the electric vehicle market [16]
Xpeng shares rise, adding to 66% rally after the Chinese EV maker's losses narrowed
CNBC· 2025-05-21 12:04
Core Insights - Xpeng reported first quarter earnings that exceeded expectations, leading to a premarket share price increase of up to 6% [1] - The company anticipates second-quarter revenue between 17.5 billion yuan and 18.7 billion yuan, surpassing consensus estimates [1] - Xpeng expects to deliver between 102,000 and 108,000 electric vehicles in the second quarter, reflecting a year-over-year increase of approximately 237.7% to 257.5% [2] Financial Performance - Revenue for the first quarter was 15.81 billion yuan ($2.18 billion), representing a year-on-year increase of 141.5% and exceeding the expected 15.1 billion yuan [6] - The net loss for the first quarter was 660 million yuan, which was better than the anticipated loss of 1.4 billion yuan and a decrease from a loss of 1.37 billion yuan in the previous year [6] Market Position and Competition - Xpeng has launched new products, including a mass market car and a refreshed version of its flagship X9, contributing to improved performance over the last 18 months [3] - The company has seen a 66% year-to-date increase in share price, surpassing its initial public offering price of $15 per share, although it remains below its peak of over $50 per share from October 2021 [4] - Xpeng faces intensified competition from new entrants like Xiaomi and established players such as BYD in the electric vehicle market [4] Delivery Performance - In April, Xpeng delivered 35,045 electric vehicles, maintaining a record of over 30,000 vehicles for six consecutive months [5]