Core Viewpoint - Rivian Automotive Inc's stock has experienced a decline following a downgrade from Guggenheim, reflecting concerns over long-term sales potential for its R2 and R3 models [1] Group 1: Stock Performance - Rivian's stock is currently trading at $12.65, down 2.9% after the downgrade [1] - The stock has faced a 5% deficit for 2025 and a significant year-over-year decline of 30.2% [3] - Since reaching a peak of $17.15 on May 20, the shares have formed a pattern of lower lows [3] Group 2: Analyst Ratings and Market Sentiment - Eight out of 26 brokerage firms still maintain a "buy" or better rating for Rivian, indicating some level of optimism [2] - The 12-month consensus target price is set at $15.10, representing a 19.5% premium over current trading levels [2] - Short interest is notably high, with 19.7% of the stock's available float sold short, suggesting bearish sentiment among investors [2] Group 3: Options Trading Activity - Short-term options traders are leaning bullish, as indicated by the Schaeffer's put/call open interest ratio (SOIR) being in the 14th percentile of annual readings [4] - A potential unwinding of this bullish sentiment could pose additional challenges for Rivian's stock in the future [4]

Core Viewpoint - Honda has halted plans for a large electric SUV due to weaker-than-expected demand for sizable electric vehicles and the impact of President Trump's decision to cut EV incentives in the US [1][2][4]. Group 1: Honda's Decision - Honda has reportedly scrapped the development of a seven-seat electric SUV, which was initially planned to follow the five-seat SUV and sedan based on the Concept 0 unveiled at CES [1][4]. - The company has cut approximately $48 billion (¥7 trillion) from its research and development budget for electric vehicles [4]. Group 2: Market Context - Demand for large electric cars has been lower than anticipated, influencing Honda's decision to suspend its EV plans [2][9]. - Other manufacturers, including Ferrari and Lamborghini, have also delayed or pushed back their electric vehicle projects in response to market conditions [12]. Group 3: Broader Industry Trends - The electric vehicle market is facing challenges, as evidenced by Kia's EV9 selling only 165 units in Australia compared to 5,165 units of the combustion-powered Sorento in the first half of the year [8][11]. - Major brands like Mercedes and VW are experiencing significant sales ratios favoring combustion-powered models over their electric counterparts [11].

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 ...

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. ...

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]

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]

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]

Core Viewpoint - Lucid Motors has seen a significant decline in its stock price, down 96% from its peak of approximately $58, raising concerns about its ability to regain momentum in the electric vehicle (EV) market [1][2] Positive Aspects - Lucid plans to double its vehicle production from the previous year, targeting around 20,000 vehicles by 2025, which could positively impact its share price if achieved [4] - In the first quarter, Lucid delivered 3,109 vehicles, marking a 58% increase year-over-year, with sales rising 36% to $235 million, indicating positive momentum [5] - The introduction of the Gravity SUV, priced around $80,000, aims to capture consumer interest in the SUV market, which is the best-selling vehicle category in the U.S. [6] - The upcoming midsize SUV, Lucid Earth, expected to launch in 2026 or 2027 with a starting price of $48,000, could attract a broader customer base [7] Negative Aspects - American consumer interest in electric vehicles has dropped from 23% in 2023 to 16%, which poses a challenge for EV companies, including Lucid [9] - Lucid's luxury vehicle pricing, starting at around $70,000, is significantly higher than the average transaction price for new vehicles, limiting its market reach [10] - Current automotive tariffs may negatively impact Lucid's gross margins by 8% to 15%, potentially forcing the company to raise prices [10] - The Trump administration's potential reduction of EV tax credits and infrastructure support could hinder the mass adoption of electric vehicles [11] Conclusion - Lucid is on a challenging path to success, with critical years ahead as it ramps up production and launches new models, but current consumer caution towards EVs complicates its prospects [12][13]

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 ...

*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. ...