Key Takeaways Microvast's stock has soared 119.4% YTD, outpacing its industry and major competitors.ASSB battery tech boosted Q2 revenues 9.2% and turned EBITDA positive at $25.9 million.Huzhou expansion adds 2 GWh capacity, enhancing NMC market share and long-term growth.Microvast Holdings (MVST) shares have experienced outstanding growth over the year-to-date period. It has skyrocketed 119.4% during the period, outperforming the 44.3% rise of its industry and the 15.7% growth of the Zacks S&P 500 Composit ...

When you look at, you know, how Ferrari has traded relative to its peers, particularly over here in Europe, it's just incredible. I mean, the rise that you've seen since the listing in early 2016, the stock listed a little bit earlier in the US, but this is a name that just has been sort of reliably up, up and up over the years. And, you know, I think going into this Capital Markets Day, you saw analysts as bullish as they had been in half a decade.A lot of optimism that surely they were going to have posit ...

If the job is to turn around Tesla’s There’s nothing wrong per se with a less whizz-bang trim on a vehicle aimed at enticing more customers. That’s especially so when the political party your chief executive backed has yanked away the tax credit buoying sales and rivals are releasing a range of competing EVs into a domestic market poised to shrink. The US needs cheaper vehicles.EV calculatorHow much will I save if I choose an electric vehicle?SELECT vehicle typeCalculate But this is Tesla, pioneer of EVs, ...

We recently published 10 Stocks Wall Street is Watching Heading into October. General Motors Company (NYSE:GM) is one of the stocks Wall Street is watching. Jon McNeill, CEO of DVx Ventures and former Tesla president, said in a recent program on CNBC that the demand for EVs may decline following the end of subsidies but rebound in the long term. “Demand is continuing to increase around the world. When I land in Tel Aviv, I see a lot of EVs, a lot of Chinese EVs. When I land in Mexico City, I see a lot of ...

分组1: Wolf Speed - Wolf Speed has exited bankruptcy, resulting in a share rally of over 30% due to a significant restructuring of its business and a reduction of approximately 70% in its debt [2][3][4] - The company is focusing on growth markets such as electric vehicles (EVs), artificial intelligence (AI), and clean energy, where its silicon carbide chips are in demand [3][4] - Existing shareholders faced substantial losses as old shares were canceled, and they received only a small fraction of new shares in exchange, with most new equity allocated to creditors [4][5] 分组2: Spotify - Spotify has announced a leadership change with Daniel Ek stepping down as CEO after nearly 20 years, transitioning to an executive chairman role, while Gustav Solderstrom and Alex Nordstrom take on co-CEO positions [6][7] - The company has seen its shares more than double over the past year, with a current market cap reflecting strong performance and a user base of approximately 700 million, including nearly 300 million paying subscribers [8][10] - The new co-CEO structure aims to enhance focus on business operations and technology, with both leaders having been instrumental in Spotify's growth over the past decade [9][10] 分组3: Oaklo - Bank of America has downgraded Oaklo to neutral from buy, raising its price target to 117, indicating a mixed view on the company's valuation amid concerns about overly optimistic assumptions regarding small modular reactors [10][11][12] - The nuclear energy sector is expected to grow, but Oaklo remains pre-revenue, leading to skepticism about the realistic deployment and growth of its projects at this early stage [11][12]

Key Takeaways Ford benefits from Ford Pro growth, strong liquidity, and shareholder-friendly cash returns.Stellantis faces falling sales, shrinking profits, weak cash flow, and heavy tariff costs.Ford stock is up 17% so far in 2025, while Stellantis shares have dropped more than 28% year to date.The auto industry is at a turning point. Legacy automakers are working to defend profits from their gas-powered vehicles while pouring billions into EVs, software and new mobility. At the same time, higher tariffs a ...

Group 1: Company Overview - Rivian is constructing a $5 billion plant aimed at scaling global production, with an initial focus on launching the R2 model in Illinois [1][2] - The new facility is designed to produce 400,000 units, with significant site work and infrastructure already established [2] Group 2: Market Demand and Sales - There is an anticipated dip in EV sales starting next quarter, affecting the entire industry, but Rivian remains optimistic about long-term demand for EVs, particularly for the R2 model priced at $45,000 [3][4] - Rivian believes that the R2 will appeal to consumers due to its comfort and off-road capabilities, capturing the essence of the R1 vehicle at a lower price point [4] Group 3: Supply Chain and Raw Materials - Rivian is dependent on raw materials from China, particularly heavy rare earth metals, and is actively working with the U.S. administration to secure trade relationships [5][6] - The company is also exploring technologies to produce motors without heavy rare earth metals, which could mitigate supply chain risks [8] Group 4: Supplier Health and Challenges - Rivian has faced challenges with its supply base, particularly with tier 2 and tier 3 suppliers, but has implemented a robust process to assess supplier health for the R2 production [10] - The company is focused on ensuring that its supply chain is ready to ramp up production effectively [10] Group 5: Government Relations and Funding - Rivian maintains a strong partnership with the Department of Energy, emphasizing the administration's goal to create jobs in the U.S. and support technological leadership [12] - The company has secured a significant joint venture and software supply agreement with Volkswagen, highlighting the strength of its technology [13]

Group 1 - Tesla has removed the rear-wheel drive (RWD) trim model of the Cybertruck from its website just five months after its debut, indicating a decline in sales [1][4] - The base model now available is the all-wheel drive version priced at $72,490 after a $7,500 federal tax credit, with the original price being $79,990 [2][3] - Sales of the Cybertruck have significantly decreased, with only 4,306 units sold in Q2 2025, a 50% drop year-over-year, and a year-to-date total of 10,712 units, which is 7% lower than the previous year [4] Group 2 - The removal of the RWD model and the decline in sales are attributed to the cooling excitement around the Cybertruck line and the impending end of federal tax credits for electric vehicles [4] - Analysts highlight ongoing challenges in the EV market, with fluctuations in consumer demand affecting overall sales [5] - Tesla's board has proposed a pay package for Elon Musk worth up to $1 trillion, which is seen as a strategy to retain his focus on the company [5][6]

Core Insights - Ford's $5 billion investment in the "Ford Universal EV Platform and Ford Universal EV Production System" signifies a strong commitment to electric vehicles (EVs) and aligns with CEO Jim Farley's long-term strategy [1][2] - The investment reflects the growing market share of EVs in the automotive industry, indicating a shift in focus among major car manufacturers [4][6] Investment Implications - Ford's focus on affordability and cost of ownership highlights the importance of reducing the upfront cost of EVs, which is seen as an opportunity rather than a challenge [5][6] - The planned introduction of a midsize four-door electric pickup with a starting price of approximately $30,000 by 2027 emphasizes the potential for capturing market share through lower upfront costs [6][8] Competitive Landscape - Ford's investment underscores the necessity for automakers to engage in EV production to remain relevant in the automotive market, especially as Tesla currently dominates with a 46% share of the U.S. EV market [9][10] - Despite Ford's significant investment, it currently sells nearly seven times fewer EVs in the U.S. compared to Tesla, indicating a substantial gap that needs to be addressed [9][10] Market Dynamics - The total cost of ownership for EVs can be significantly lower than that of internal combustion engine (ICE) vehicles, suggesting that reducing upfront prices could lead to increased sales volumes [7][8] - The automotive industry is entering a cycle where lower production costs can lead to lower prices and higher sales, a strategy that Ford is actively pursuing [8] Future Considerations - While Ford's decision to invest in EVs is seen as necessary, the company's past performance, including a $5 billion loss in its Model e segment, raises questions about the effectiveness of this strategy [13][14] - The competitive advantage held by Tesla, which is further enhanced by its scale and brand recognition, presents a challenge for Ford as it seeks to establish itself in the EV market [14]

Key Takeaways COHR can look forward to investing more in AI and EV with $400 million from divestiture.Weak automotive and SiC demand resulted in a 6% Y/Y dip in the Materials segment's revenues.Heightened focus on Lithium-Sulfur batteries and SHARP technology should be COHR's next move. Coherent Corp. (COHR) holds a leading position in Silicon Carbide (SiC) substrates for power electronics, which enhance the energy efficiency of electric and hybrid-electric vehicles. Its laser technology is also utilized in ...