Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here is the latest in trending:Saudi visit: President Trump approves an F-35 sale, as well as a major non-NATO ally status. MBS also raised his investment commitment to $1T, while Elon Musk visited for a gala dinner.Real estate: Home values have declined for more than half of U.S. households in the past year, according to Zillow (Z), but it's not a crash.Sel ...

iStock/iStock Editorial via Getty Images Listen below or on the go via Apple Podcasts and Spotify Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund, investors include Nvidia (NVDA) - report. (01:41) This is an abridged transcript. Xiaomi's (OTCPK:XIACF) electric vehicle division has made a profit for the first time. In Q3, the EV arm posted an operating profit of 700 m ...

Accessibility StatementSkip Navigation CHANGZHOU, China, Nov. 19, 2025 /PRNewswire/ -- EZGO Technologies Ltd. (Nasdaq: EZGO) ("EZGO" or "we," "our," or the "Company"), a leading short-distance transportation solutions provider in China, today announced that on November 7, 2025, its board of directors approved a reverse split of its ordinary shares on a one-for-twenty-five basis (the "Reverse Share Split"), and a change in par value of its ordinary shares to no par value. The Company's ordinary shares will b ...

Humanoid robots could double Xpeng's revenue in FY30. Xpeng showcased its 7th-generation humanoid robot Iron on 5 Nov 2025, which became a key topic during the earnings call. Xpeng targets mass production of its humanoid robots by the end of 2026 and an annual sales volume of 1mn units in 2030 with a similar price tag as a car. We are of the view that carmakers could be important players in humanoid robots given their advantages in autonomous driving (AD) technologies. It appears to us that Xpeng now has th ...

A key supplier of Stellantis is nearing an agreement with its lenders to restructure its liabilities https://t.co/YVQ0EXILo1 ...

Renault Group and China’s Geely will invest 3.8bn reais ($714m) in Brazil to jointly develop new vehicles. The plan includes allocating part of the funds to Geely’s new zero- and low-emissions technology (GEA) platform. This architecture will serve as foundation for two new models scheduled to enter production in the second half of 2026. Remaining capital will go towards renovating a current Renault model for 2026 launch and introducing a further new vehicle in 2027. The investment was announced at Ayrt ...

文 | 肖漫 编辑 | 李勤、杨轩 理想汽车正经历前所未有的压力时刻。今年10月，理想卖出31767辆车，同比环比都在下滑。在这之前，理想已经把今年能打的产品牌都打完了，新的纯 电车型i8表现平淡，肩负起销量重担的i6虽订单高涨，但因产能瓶颈无法全力交付。而明年，显然是更激烈的战场。 36氪从多位产业人士处获悉，今年10月中旬，理想汽车在北京雁栖湖开了三天的秋季闭门战略会，对销量下滑、研发、产品等方方面面的问题进行了反 思，从而调整车型、产品和研发策略，以及加快出海节奏和加大AI投入力度。 战略会上，这家曾因节奏稳、判断准而在新能源车竞争前半程占据优势的公司，第一次在内部与外部同时承认"效率慢了"，产品节奏、组织节奏都难以匹 配当前的竞争强度。美团CEO王兴（理想汽车董事）只参与了第一天关于产品、战略的讨论，发言并不多。 另一个深刻反思和复盘的重点业务是出海。理想在官方的出海节奏上屡次摇摆，一度锚定2028年，此前主要依赖平行出口，但眼下随着政策逐步收紧，海 外销量大幅下滑。在AI上，理想早早就开始加大投入，但仍然需要交出更具说服力的结果。 理想正在进入一个必须重新校准的周期。 「承认变慢，低估小米」 "现在 ...

「核心提示」 电车作为未来的超级移动终端，战略意义不亚于3C和大家电，京东显然不愿意缺席。 跟雷军的"豪车梦"不同，刘强东造车选择了一条"很东哥"的路径——专攻百姓家。 近日，京东联合广汽埃安、宁德时代推出了换电车型Aion UT Super，租电起售价低至4.99万元，刷新了换电车型的价格下限，约为同级别"销冠"车型比亚 迪海鸥、吉利星愿的半价，有点当初双11"打骨折"的味道。 此前，A0级市场一直被海鸥、星愿"垄断"，Aion UT Super试图通过性价比路线，在主流市场快速实现销量突破。 同时，主机厂+电池厂+流量平台组成的"铁三角"，正试图跑通一种比"蔚小理"更轻、更具可复制性的造车"Air模式"。其野心，不止于卖车，更在于撬动 一直被车企牢牢掌控的电动汽车后市场。 "打骨折式"破价卖车 "门外汉"造车，靠什么大卖？ 刘强东曾说，比什么都不能跟雷军比营销。在小米汽车SU7一炮而红后，刘强东选择了另一种接地气的打法——性价比和换电。前者，是刘强东在零售领 域屡试不爽的杀手锏；后者，则破解了续航焦虑和电池衰减问题。 Aion UT Super在"双11"期间发布，4.99万元的起售价构成了核心杀伤力。从 ...

Geely Automobile has reported a robust third quarter (Q3), with increases across deliveries, turnover and earnings. The company delivered 761,000 vehicles in the three months to 30 September 2025, up 43% from 534,000 a year earlier. Quarterly revenue rose 27% to 89.192bn yuan from 70.48bn yuan in the same period of 2024. Profit attributable to owners of the parent reached 3.82bn yuan ($537.44m), a 59% rise from 2.39bn yuan a year ago. As of 30 September, total assets were 274.436bn yuan, up 1% from the ...

Chinese tech giant Xiaomi Corp (OTC:XIACY) (OTC:XIACY) reported its first-ever profit from its EV arm as it reported its third-quarter financial results that saw overall profits soar 80.9% to RMB11.3 billion (approximately $1.5 billion).Deliveries Surpassed 100,000 UnitsXiaomi reported a profit of RMB700 million (approximately $98.4 million) from its EV arm, according to a statement released by the company on Tuesday. Xiaomi's EV deliveries in Q3 exceeded 100,000 units, reaching 108,796 deliveries in the qu ...