Group 1 - BMW has issued a recall of 87,394 vehicles due to a defect that may lead to engine overheating and potential fire hazards [1]

Here’s how Rivian changed the rear door manual release on the R2 https://t.co/RtHMZ8DXea ...

Renault plans to acquire the remaining stake in Flexis, ending the joint venture structure created in April 2024 with Volvo Group and CMA CGM. The French automaker and Volvo Group together hold a combined 90% stake in the commercial vehicle venture, with each owning 45%. French shipping and logistics group CMA CGM owns the rest. The commercial vehicle venture was set up to develop battery-electric vans using a centralised computing platform. French newspaper Le Monde reported that tensions emerged fol ...

Stellantis NV is looking to exit its U.S. battery joint venture with South Korea's Samsung SDI Co. as the automaker scales back its electric-vehicle ambitions, Bloomberg News reported on Tuesday, citing people familiar with the matter. ...

Stellantis NV is looking to exit its US battery joint venture with South Korea’s Samsung SDI Co. as the automaker unwinds electric-vehicle bets and tries to preserve cash after announcing more than €22 billion ($26 billion) in writedowns last week. https://t.co/WhRF5iKwSB ...

Harley-Davidson more than doubled its loss in the fourth quarter as motorcycle sales continued to slump https://t.co/3fYPwBubyz ...

Core Insights - Leadership instability is prevalent across Musk's companies, with approximately 66% of his direct reports leaving since 2021 [1] Departures from xAI - Tony Wu's exit marks the fourth co-founder departure from xAI since its establishment in 2023, indicating a significant loss of institutional knowledge as the company competes with rivals like OpenAI and Google [2] - xAI has lost 50% of its founding team within just one year, following the departures of Christian Szegedy, Igor Babuschkin, and Greg Yang [2] Departures from Tesla - Raj Jegannathan, a 13-year veteran and VP of IT and AI Infrastructure, has left Tesla, where he was known for his crisis management skills and was recently appointed to oversee North American sales [3] Broader Trends - The departures of Wu and Jegannathan are part of a larger trend termed "Musk Exhaustion," which has reached a critical point in early 2026, suggesting that high turnover may be leading to burnout among even the most dedicated employees [4] - Musk's perspective on turnover as a means to "trim the fat" contrasts with the reality that losing 66% of leadership indicates significant challenges in management and employee retention [4]

Group 1 - The company aims to invest in firms with strong qualitative attributes, purchasing them at attractive prices based on fundamentals and holding them indefinitely [1] - The investment strategy focuses on maintaining a concentrated portfolio to avoid underperformers while maximizing exposure to high-potential winners [1] - The company plans to publish articles on selected companies approximately three times a week, including extensive quarterly follow-ups and ongoing updates [1] Group 2 - The company may rate high-quality firms as 'Hold' if their growth opportunities do not meet the desired threshold or if the associated downside risks are deemed too high [1]

Tesla Semi Long Range (500 mi) now $290K, up 60% from the 2017 $180K.Inflation-adjusted, that original $180K would be ~$238K today (cumulative ~32% CPI rise 2017-2026).Still beats avg electric Class 8 trucks (~$435K) by $145K savings.Killer specs: 1.7 kWh/mi, 1.2 MW charging, triple 800 kW motors.Volume production 2026. CA vouchers + Uber deals = ~4 year payback vs diesel.Freight is going electric. 🚛⚡ $TSLA ...

Core Viewpoint - Xiaomi's entry into the U.S. automotive market is currently not planned, despite speculation arising from the sighting of a test vehicle in California [1][3] Group 1: Market Entry Plans - Xiaomi's founder Lei Jun stated that there are no specific plans for entering the U.S. market at this time, suggesting that the spotted vehicle may belong to a U.S. competitor or supplier [1] - Xiaomi's co-founder Lu Weibing previously indicated that the company plans to expand into overseas markets by 2027, although he acknowledged that the complexity of automotive exports is greater than expected, involving product adaptability, local regulations, and policy environments [3] Group 2: Domestic Market Focus - Lei Jun emphasized that Xiaomi's automotive division will prioritize strengthening its position in the Chinese market, asserting that without a solid domestic foundation, international expansion would be challenging [3] - Currently, Xiaomi is focusing resources on enhancing its domestic market performance, with its SU7 and YU7 models achieving impressive results [3] - The first upgraded version of the SU7 is set to launch in April this year, which aims to further solidify Xiaomi's market position [3]