Tesla Stock Performance & Investment - Tesla's stock closed at $330.56, down 1.50% [2] - JP Morgan increased its Tesla holdings to 46,015,610 shares, becoming the fifth-largest shareholder, with a value of over $15 billion [2] - Tesla is held by 3,989 institutional investors, totaling 1580 million shares [2] Tesla vs Short Sellers - MUFG Securities EMEA holds the largest net short position against Tesla, valued at $4100 million [2] - Musk believes short sellers will be "obliterated" if they don't exit their positions before Tesla achieves full self-driving [2] - The core of the multi-party game is whether Tesla's FSD will be successful; if successful and commercially available on a large scale, Tesla will become an AI robotics company, and its valuation model will be completely subverted [2] Tesla & Swedish Union Dispute - Tesla has been in a dispute with the Swedish union IF Metall for over 600 days due to Tesla's refusal to sign a collective agreement [2] - Only about 60 Tesla technicians participated in the strike [2] - IF Metall is now open to alternative solutions to a collective agreement, including incorporating Swedish industry standard terms into individual employee contracts or transferring Tesla's Swedish operations to a company with a collective agreement [2] Tesla's Used Car Market & Service - Tesla dominates the used electric vehicle market, with Model 3, Model Y, and Model S taking the top three spots in Carvana's sales [3] - Electric vehicles and plug-in hybrid vehicles accounted for 9% of Carvana's sales in Q2 2025, the highest record [3] - Tesla launched a monthly payment Extended Service Agreement (ESA) in Canada, similar to the US version, with prices varying by model [3]

NEW YORK, Aug. 15, 2025 (GLOBE NEWSWIRE) -- Fly-E Group, Inc. (Nasdaq: FLYE) (“Fly-E” or the “Company”), an electric vehicle company engaged in designing, installing, selling, and renting smart electric motorcycles, electric bikes, and electric scooters, today announced the grand opening of its newest retail location in Boston, Massachusetts. The new store, now fully operational, marks the Company’s continued expansion in the Northeastern United States and underscores its mission to make safe, reliable, and ...

When China’s biggest electric carmaker offered a $1bn investment in 2024, Turkey rolled out the red carpet. Yet a year down the line, things have not progressed much https://t.co/yO0lZA7cGm ...

🚨 JP Morgan Buys 6.6M $TSLA Shares in Q2, Becomes 5th Largest ShareHolderIn the second quarter, the position increased by 16.7% to a new high of 46,015,610 shares, valued at $14.62 billion as of June 30, when Tesla shares closed at $317.66.The New York-based firm held 39,415,548 shares in the U.S. EV maker by the end of March — a position worth $13.70 billion.Link: https://t.co/CRZiawv1n7 ...

Core Viewpoint - Xos, Inc. reported a breakout quarter in Q2 2025, achieving record unit volumes, highest revenue to date, and the lowest operating loss since going public, alongside positive free cash flow for the second time in its history [1][3][9]. Financial Performance - Generated $4.6 million in net cash from operating activities, marking the highest in the company's history [1][5]. - Delivered 135 units, generating $18.4 million in revenue, compared to 90 units and $15.5 million in Q2 2024, representing the highest quarterly deliveries and revenues in the company's history [5][21]. - Achieved gross margins of 8.8%, down from 20.6% in the previous quarter and 13.1% in Q2 2024, attributed to product mix and unfavorable inventory adjustments [5][21]. - Reported an operating loss of $7.1 million, the lowest since going public, with a 35% year-over-year reduction in operating expenses [5][21]. Strategic Developments - Xos's fleet-first growth strategy is outperforming in a volatile industry, with significant deliveries to UPS and steady deployments to FedEx ISPs and other large fleet operators [3][4]. - The company is diversifying revenue streams beyond vehicle sales, with powertrain systems and mobile charging hubs gaining traction [3][4]. - Xos is transitioning from a truck manufacturer to a complete electrification platform, reinforcing its market position [3][4]. Outlook for 2025 - Xos maintains its revenue and unit delivery outlook for 2025, projecting revenues between $50.2 million and $65.8 million, with unit deliveries expected to range from 320 to 420 units [7][9]. - The company revised its Non-GAAP operating loss outlook for 2025 to between $26.9 million and $24.4 million due to changes in expected product mix and increased costs from tariffs [7][9].

Core Insights - Nebius (NASDAQ: NBIS) achieved an actual Annual Recurring Revenue (ARR) of $405 million for Q2, exceeding the projected range of $372 to $403 million and surpassing the previous ARR of $310 million in April [1] Company Analysis - The company has demonstrated a proven track record in scaling businesses, with smart capital allocation and insider ownership contributing to its success [1] - Nebius shows consistent revenue growth and provides credible guidance, indicating strong management capabilities [1] Market Positioning - Nebius benefits from a strong technology moat and first-mover advantage, which positions it well for market disruption [1] - The company is experiencing network effects that drive exponential growth and has achieved market penetration in high-growth industries [1] Financial Health - Nebius exhibits sustainable revenue growth with efficient cash flow management, supported by a strong balance sheet and a long-term survival runway [1] - The company avoids excessive dilution and maintains financial strength, which is crucial for its ongoing operations [1] Investment Methodology - The investment strategy focuses on identifying high-conviction opportunities with a balanced portfolio construction, including core positions, growth bets, and speculative investments [1]

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BREAKING; Tesla’s second store in India is openTesla Experience Centre, Aerocity in Delhi https://t.co/EHaCqbNsxT ...

Also on the daily podcast: where the Detroit of electric vehicles will be and allergy treatments get ever better https://t.co/iVNaxkFrYz ...

-- Second Quarter Revenues of RMB 1,255.7 million, increase 33.5% year over year -- Second Quarter Net Income of RMB 5.9 million, compared to net loss of RMB 24.9 million in the same period of last year BEIJING, Aug. 11, 2025 (GLOBE NEWSWIRE) -- Niu Technologies (“NIU”, or “the Company”) (NASDAQ: NIU), the world’s leading provider of smart urban mobility solutions, today announced its unaudited financial results for the second quarter ended June 30, 2025. Second Quarter 2025 Financial Highlights Revenues we ...