Shares of Chinese electric-vehicle maker Nio (NYSE: NIO) were trading higher on Friday after the company announced that it expects to report an adjusted operating profit for the fourth quarter -- its first-ever profit on that basis. As of 1:00 p.m. ET, Nio's American depositary shares were up about 7.3% from Thursday's closing price. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Ni ...

Market Overview - The UK new car market grew by 3.4% in January, reaching 144,127 units, with growth across all buyer types [1] - Private retail buyers saw a 4.5% increase in registrations, while fleet registrations increased by 1.6%, and the low-volume business segment rose significantly by 46.5% [1] Electric Vehicle (EV) Performance - Battery electric vehicle (BEV) uptake rose by only 0.1% to 29,654 units, resulting in a 20.6% market share, the lowest since April 2025 [2] - The decline in BEV market share follows a strong performance in January 2025, influenced by buyers' attempts to avoid new tax rates on BEVs [2] - BEV sales are falling short of mandated targets under the UK government's Zero Emission Vehicle Mandate, with a target of 33% market share for 2026, compared to last year's target of 28% which was missed at 23.4% [3] Growth in Electrified Vehicles - Plug-in hybrids (PHEVs) recorded the largest growth, increasing by 47.3% to account for 12.9% of registrations [4] - Hybrid electric vehicles also saw a 4.8% increase, making up 13.4% of the market [4] Industry Insights - The SMMT Chief Executive noted that the UK car market is regaining momentum after a challenging start to the decade and is decarbonizing rapidly [5] - Despite a dip in EV market share in January, there are indications of growth by the end of the year, although the pace of transition may be slowing and is behind mandated targets [5] - A comprehensive review of the transition is necessary to align ambition with reality, especially with plans to end sales of new petrol and diesel cars in less than four years [5]

$TSLA: Tesla Isn’t What You Think Anymore https://t.co/VyrnoGUNLi ...

The S&P 500 was up 1.7pc and the Dow Jones Industrial Average hit a new high of 49,938 points after climbing 2pc.However, stocks then started to rebound as investors bought the dip, with the tech-heavy Nasdaq Composite rising 2pc.More than £18bn was wiped off London-listed software and data giants over the past week as concerns rose about artificial intelligence disrupting the industry.Thanks for joining us. That’s al we have for today.Andy Jassy, the company’s chief executive, said the tech giant’s capital ...

PALO ALTO, Calif.--(BUSINESS WIRE)--Honda Motor Co., Ltd. and Mythic announce a joint development agreement in which Honda R&D Co. Ltd., the R&D subsidiary of Honda, will license Mythic's Analog Processing Unit (APU) technology and the companies will co-develop an automotive-grade AI SOC for deployment in Honda's next-generation software-defined vehicles (SDVs) by the late 2020s/early 2030s. In line with Honda's safety approach, Mythic's intelligent, ultra-efficient analog compute-in-me. ...

Market Overview - China is the largest auto market globally, accounting for 30% of all new vehicle sales in 2025, while the United States holds an 18.4% share, and Japan and India are tied at 5.1% each [1] Domestic Manufacturers - The Chinese auto market, once dominated by foreign manufacturers like Volkswagen, Toyota, and General Motors, has seen the rise of domestic manufacturers over the past 30 years, with BYD emerging as a leader [2] Electric Vehicle Market - The International Energy Association (IEA) projects that electric vehicles (EVs) will constitute 60% of all vehicle sales in China by 2025 and grow to 80% by the end of the decade [3] Government Subsidies - China previously offered aggressive subsidies and tax breaks to promote EV purchases, but as the market matures, the government is cutting these subsidies, leading to a projected decline in domestic passenger vehicle sales in 2026 [4] Raw Material Costs - The price of lithium, a crucial material for battery production, has more than doubled from approximately $11 per kilogram to $23 per kilogram over the past year, with a 35% increase year-to-date in 2026 [5] BYD's Financial Performance - BYD's revenue for Q3 2025 decreased by 3.05% compared to Q3 2024, with diluted earnings per share (EPS) falling by 36%. Additionally, net operating cash flow for the first nine months of 2025 dropped by 27.42%, and EPS for the same period was down 11.42% compared to 2024 [6]

Jeep maker Stellantis said it would book charges of about $26 billion, the latest automaker to flush out massive investments in EVs that many Americans are still reluctant to buy https://t.co/sgyJiEhadZ ...

Core Insights - Stellantis experienced a historic decline, dropping over 25% in a single trading session, marking its worst performance since the 2021 merger of Fiat Chrysler and PSA Group [1] Company Performance - The significant drop in Stellantis's stock price indicates severe market reaction, reflecting investor concerns about the company's future prospects [1] - This decline is unprecedented for Stellantis, highlighting potential underlying issues within the company or the broader automotive industry [1] Industry Context - The automotive industry is facing various challenges, which may have contributed to Stellantis's stock performance, including supply chain disruptions and changing consumer preferences [1] - The merger of Fiat Chrysler and PSA Group aimed to create synergies and enhance competitiveness, but the current market reaction raises questions about the effectiveness of this strategy [1]

Core Viewpoint - Stellantis announced a $26.5 billion charge due to a reduction in electric vehicle (EV) production, reflecting a misjudgment of consumer demand for EVs, which is larger than similar charges taken by Ford and General Motors [1][6]. Group 1: Company Strategy and Leadership Changes - Stellantis had ambitious EV goals under former CEO Carlos Tavares, aiming for EVs to constitute 100% of European sales and 50% of U.S. sales by 2030, but he was ousted in 2024 after a significant drop in U.S. sales [2]. - The new CEO, Antonio Filosa, acknowledged that previous assumptions about EV demand were "over optimistic" and emphasized a strategic reset to focus on customer preferences globally and regionally [5]. Group 2: Financial Impact and Market Response - The $26.5 billion charge includes costs related to quality issues and a reduction in the EV supply chain, as well as adjustments to warranty provisions due to poor product quality and job cuts in Europe [6][7]. - Following the announcement, Stellantis shares fell over 22% in New York and more than 23% in Milan, indicating a negative market reaction to the news [10][11]. Group 3: Industry Context and Future Projections - Fully electric vehicles accounted for 19.5% of European sales and only 7.7% of new U.S. car sales last year, highlighting the challenges faced by automakers in transitioning to EVs [5]. - Stellantis forecasts a mid-single-digit increase in net revenue for 2026 and a low-single-digit adjusted operating income margin, with expectations of positive industrial free cash flows by 2027 [11].

Core Insights - General Motors (GM) anticipates a recovery in North America EBIT margins to the 8-10% range by 2026, up from 6.8% in 2025, driven by lower costs and improved product mix [1][10] Group 1: Margin Recovery Drivers - Lower electric vehicle (EV) losses are expected to significantly contribute to margin recovery, with GM projecting reduced costs associated with excess EV capacity and slower demand in 2025 [2] - A $1 billion year-over-year benefit from lower warranty expenses is anticipated in 2026, as warranty cash outflows stabilize and accruals align with cash trends [3] - Regulatory relief is projected to yield savings of $500-$750 million from reduced compliance costs related to emissions and fuel economy regulations, further supporting margins [3] Group 2: Product and Market Dynamics - GM benefits from strong demand for full-size pickups, SUVs, and profitable crossovers, maintaining low inventory and incentives to protect margins [4] - The company expects a decline in net tariff impact year-over-year, with gross tariff costs remaining high but offset by pricing actions and cost reductions [5] Group 3: Competitive Landscape - Ford faces challenges with uneven margin recovery due to elevated EV-related losses and warranty costs, despite profitability in its traditional internal combustion engine (ICE) business [7] - Stellantis is focusing on rebuilding margins through new product launches and a significant investment in domestic production, but near-term margins are pressured by higher incentives and warranty costs [8] Group 4: Stock Performance and Valuation - GM shares have increased by 76% over the past year, outperforming the industry [9] - The company appears undervalued with a forward price/earnings ratio of 6.68 compared to the industry's 81.6 [12]