Core Viewpoint - Rivian has received a positive outlook from analysts, particularly with an upgrade from hold to buy, indicating potential for stock price growth despite challenges in the EV market [3]. Company Insights - Rivian's stock price was recently upgraded by Baird analyst Ben Kallo, with a new price target set at $25 per share, up from $14, reflecting confidence in the company's future [3]. - The anticipated launch of Rivian's R2 model in 2026 is seen as a pivotal moment for the company, potentially boosting brand demand and stock performance [3][4]. - Rivian's current market capitalization stands at $26 billion, with shares trading around $21.13, indicating room for growth towards the new price target [3]. Industry Context - The U.S. EV market is facing challenges due to reduced federal support, including the removal of the $7,500 tax credit, which may hinder expansion for new entrants like Rivian [1]. - Rivian's CEO RJ Scaringe highlighted the limited choices in the EV market compared to gasoline vehicles, suggesting that the lack of compelling options contributes to waning demand [4][7]. - Competitors like Ford are pivoting away from full-electric vehicles due to low demand in the high-end EV segment, which may increase pressure on Rivian to manage costs effectively [8]. Financial Performance - Rivian is working on improving its gross margins as it aims for profitability, although it continues to face cash burn and a long path to scaling its business [10]. - The company has made progress in cost reduction, but the competitive landscape and demand challenges remain significant hurdles [10].

Lucid Group, Inc. (NASDAQ:LCID) is shifting from ultra-luxury to the mass market, setting its sights on the Tesla, Inc. (NASDAQ:TSLA) Model Y with a new midsize crossover priced under $50,000. The shift toward a more affordable model comes at a critical time, as Lucid’s new Gravity SUV faces a rocky start. LCID stock is moving. See the chart and price action here. The Model Y ChallengerRead Next: Trump Blasts $50 Million Defense CEO Paychecks While Weapons Face DelaysInternally dubbed “Project Midsize”—and ...

Going forward, analysts believe some consolidation in the index is likely after the recent rebound. However, the overall tone is expected to remain positive.In today's trade, shares of SJS Enterprises, Federal Bank, RIL, Adani PortsAdani Ports and Special Economic Zone has raised its earnings and cargo volume outlook after completing the acquisition of Australia’s North Queensland Export Terminal. On a proforma basis, APSEZ has revised its FY26 EBITDA guidance to Rs 22,350–23,350 crore from Rs 21,000–22,00 ...

https://t.co/puJEfm9U8t ...

Core Viewpoint - International Lithium Corp. (ILC) successfully passed all resolutions at its annual general meeting, with over 99% of votes in favor, and elected five directors for the upcoming year [1] Company Overview - International Lithium Corp. is focused on critical minerals exploration, primarily lithium, rubidium, and copper, with projects in Ontario, Canada, and plans to expand into Southern Africa [2] - The company has various projects at different stages, including a Definitive Feasibility Study in Namibia and a Preliminary Economic Assessment at Raleigh Lake [2] Market Demand and Strategic Focus - There is a growing demand for electricity driven by AI, data centers, electric vehicles, and grid-scale electricity storage, leading to increased demand for lithium and copper [3] - The company aims to generate revenue from lithium and other battery metals while contributing to environmental sustainability [4] Project Development - ILC is optimizing existing projects and exploring new opportunities, particularly in Southern Africa, with applications for exploration permits in Zimbabwe [5] - The Raleigh Lake Project, covering 32,900 hectares, is ILC's most significant project in Canada, with a Preliminary Economic Assessment published in December 2023 [7] Financial Position - The company has maintained sufficient cash flow to support its exploration projects following the disposal of several projects in recent years [8] - ILC positions itself as a key player in the lithium market, aiming to build value for shareholders throughout the 2020s [9]

The EU recently scrapped plans for a ban on the sale of petrol and diesel cars from 2035. But Chinese EVs are still gaining ground in Europe. These charts help explain why https://t.co/lviQYXDfJb ...

Western carmakers are coming up against fast-growing Chinese electric-vehicle brands all over the world. Those that slow down production risk giving their competitors an unassailable lead https://t.co/vY9sczFdWm ...

Porsche plans to shutter its proprietary charging network for electric vehicles in China https://t.co/KwLtIPDoB8 ...

December 21, 2025 11:35 PM GMT The Robot Almanac Vol. 6: Autonomous Vehicles Morgan Stanley Global Embodied AI Team December 2025 The content addressing private companies is being provided for informational purposes only and does not constitute a solicitation or imply future research coverage if the company goes public. Content is based on unaudited information. No investment recommendation is provided as there is limited public information available for private companies. Investors should conduct their own ...

As EU waters down 2035 EV goals, electric startups express concern https://t.co/8WTgCDhQ4w ...