Big moves in some of the top weighted stocks for the week. Nvidia, Tesla, Palunteer, Broadcom, Amazon, all down between anywhere from 2 to 8% as you can see there in that graphic. So, what's behind the move.And have we fallen too far too fast. Let's bring in Frank Cavaleri, founder and CEO over at Capthesis. He's also a CNBC pro contributor.Also with us is Sarah Kun, the managing director at Cleo Capital. Uh we're going to have a kind of more roundtable conversation about this because we'll have varying vie ...

Ford has reached a deal with Amazon to let customers purchase certified used cars through the online retail giant https://t.co/zYA1vsnUGg ...

Core Insights - Global electric car sales are projected to exceed 20 million units in 2025, representing over 25% of total car sales worldwide, marking a 17.6% increase from the previous year [1] Investment Opportunities - Investors may consider electric vehicle (EV) focused exchange-traded funds (ETFs) such as Global X Autonomous & Electric Vehicles ETF (DRIV), KraneShares Electric Vehicles & Future Mobility ETF (KARS), State Street SPDR S&P Kensho Smart Mobility ETF (HAIL), and iShares Self-Driving EV and Tech ETF (IDRV) for exposure to the EV market [2][3] Company Performance - Tesla is facing increased competition from Chinese automakers, impacting its sales performance, which has seen a decline in the first half of 2025 after a drop in annual deliveries in 2024 [4][5] - BYD Company is experiencing profit margin losses due to aggressive pricing strategies and competition in the Chinese market, leading to stalled sales momentum [7] ETF Performance - Global X Autonomous & Electric Vehicles ETF (DRIV) has net assets of $330.38 million and has surged 28.5% year to date, with top holdings including Tesla and Toyota Motors [9][10] - KraneShares Electric Vehicles & Future Mobility ETF (KARS) has net assets of $81.85 million and has increased by 49% year to date, with significant holdings in Tesla and BYD [11][12] - State Street SPDR S&P Kensho Smart Mobility ETF (HAIL) has assets worth $21.16 million and has gained 19% year to date, focusing on companies driving smart transportation innovation [13][14] - iShares Self-Driving EV and Tech ETF (IDRV) has net assets of $168.92 million and has risen 32.6% year to date, with major holdings in Tesla and Xpeng [15]

Based on what we see now, we believe we are well-positioned to secure the key European OEM program I discussed earlier in the short term and additional three program wins within the next three quarters. Our initiatives are aligned with the path to OEM selection, and we continue to expect that Arbe Robotics Ltd.'s radar technology will serve as a key enabler for 2028 passenger vehicle platforms. We expect the initial revenues will begin in 2027 with a ramp-up in 2028 as our chipsets are used in high-volume p ...

Financial Data and Key Metrics Changes - XPeng reported total revenues of RMB 20.38 billion for Q3 2025, a 101.8% increase year-over-year and an 11.5% increase quarter-over-quarter [25] - Vehicle sales revenues were RMB 18.05 billion, reflecting a 105.3% year-over-year increase and a 6.9% quarter-over-quarter increase [25] - Gross margin reached 20.1%, up from 15.3% in Q3 2024 and 17.3% in Q2 2025 [26] - Net loss narrowed to RMB 0.38 billion, compared to RMB 1.81 billion year-over-year and RMB 0.48 billion quarter-over-quarter [27] - Cash reserves totaled RMB 48.33 billion as of September 30, 2025 [28] Business Line Data and Key Metrics Changes - Vehicle deliveries totaled 116,007 units in Q3 2025, a 149% increase year-over-year [6] - Revenues from services and others were RMB 2.33 billion, representing a 78.1% year-over-year increase [26] - The XPeng P7 became one of the top three BEV sedans, contributing to over 40,000 monthly deliveries starting in September [6] Market Data and Key Metrics Changes - Monthly overseas deliveries exceeded 5,000 units for the first time in September 2025, a 79% increase year-over-year [13] - XPeng expanded its sales and service network to 52 countries and regions, with 56 new overseas stores opened during Q3 [13] Company Strategy and Development Direction - XPeng aims to achieve break-even in Q4 2025 and plans to mass-produce its VLA 2.0 model, Robotaxi, and humanoid robots by 2026 [7][9] - The company is focused on developing a portfolio of technologies and products in physical AI, with plans to open-source its physical world model [9][16] - XPeng launched pre-sales for the XPeng X9 Super Extended Range EV, targeting a broader market and aiming to increase NEV market share [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving significant sales growth opportunities through the introduction of new models and expansion into international markets [12][70] - The company anticipates total deliveries in Q4 2025 to reach between 125,000 and 132,000 units, reflecting a year-over-year growth of 36.6%-44.3% [23] - Management highlighted the importance of collaboration with partners to enhance the Robotaxi ecosystem and drive future growth [61] Other Important Information - XPeng's R&D expenses increased to RMB 2.43 billion, reflecting a 48.7% year-over-year increase [26] - The company plans to introduce three super extended range products in Q1 2026 to capture more of the EREV market [12] Q&A Session Summary Question: XPeng's long-term competitive advantage in physical AI - Management emphasized that the integration of full-stack technology and cross-domain capabilities will differentiate XPeng from traditional automakers [31][34] Question: Revenue from collaboration with Volkswagen - Management expects revenue from technical collaboration to remain comparable to Q3 levels in Q4, with Turing SoC revenue starting to ramp up in 2026 [36][38] Question: Humanoid robot strategy and competitive advantage - Management highlighted XPeng's unique approach to humanoid robots, focusing on human-like features and full-stack R&D capabilities [42][45] Question: Commercialization milestones for humanoid robots - Management outlined the challenges of mass production and the goal of integrating advanced capabilities by the end of 2026 [49][52] Question: Robotaxi service launch in 2026 - Management explained that the launch is based on achieving key technological milestones and aims to address current industry challenges [56][58] Question: Revenue estimates for new businesses - Management refrained from providing specific numerical guidance but expressed confidence in the potential for rapid growth in new business areas [65][67] Question: Details on new vehicle models and pricing - Management confirmed the launch of the XPeng X9 and additional models in various price segments, targeting both domestic and international markets [68][70]

Financial Data and Key Metrics Changes - XPENG reported total revenues of RMB 20.38 billion for Q3 2025, a 101.8% increase year-over-year and an 11.5% increase quarter-over-quarter [24] - Vehicle sales revenues were RMB 18.05 billion, reflecting a 105.3% year-over-year increase and a 6.9% quarter-over-quarter increase [24] - Gross margin reached 20.1%, up from 15.3% in Q3 2024 and 17.3% in Q2 2025 [25] - Net loss narrowed to RMB 0.38 billion, compared to RMB 1.81 billion year-over-year and RMB 0.48 billion quarter-over-quarter [26] Business Line Data and Key Metrics Changes - Vehicle deliveries totaled 116,007 units in Q3 2025, a 149% increase year-over-year [6] - Revenues from services and others were RMB 2.33 billion, representing a 78.1% year-over-year increase [25] - R&D expenses increased to RMB 2.43 billion, a 48.7% year-over-year rise [26] Market Data and Key Metrics Changes - Monthly overseas deliveries exceeded 5,000 units for the first time in September 2025, a 79% increase year-over-year [13] - The company expanded its sales and service network to 52 countries and regions, with 56 new overseas stores opened during Q3 [13] Company Strategy and Development Direction - XPENG aims to achieve break-even in Q4 2025 and is focused on Physical AI R&D, targeting mass production of VLA 2.0 models, Robotaxi, and humanoid robots by 2026 [7][9] - The company plans to launch three super extended range products in Q1 2026 to capture more of the EREV market [12] - XPENG is developing an extensive portfolio of technologies and products in the physical AI space, with a goal to become a leading global company in embodied intelligence [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving significant sales growth opportunities through the introduction of new models and expansion into international markets [22] - The company anticipates total deliveries in Q4 2025 to reach between 125,000 and 132,000 units, reflecting a year-over-year growth of 36.6%-44.3% [22] - Management highlighted the importance of an open and dynamic ecosystem for unlocking the full potential of physical AI [9] Other Important Information - XPENG's first European localized production facility in Austria commenced operations, with initial batches of XPENG G6 and G9 produced [13] - The company plans to open-source its VLA 2.0 model to global commercial partners, with Volkswagen as the initial launch customer [16] Q&A Session Summary Question: XPENG's long-term competitive advantage in physical AI - Management emphasized the shift from traditional automaking to a physical AI model, focusing on full-stack technology capability and cross-domain integration [30][31] Question: Revenue from collaboration with Volkswagen - Revenue from technical collaboration is expected to remain comparable to Q3 levels in Q4, with Turing SoC revenue starting to be recognized in Q4 [34][35] Question: Humanoid robot strategy and competitive advantage - Management highlighted XPENG's unique approach to humanoid robots, focusing on human-like features and full-stack R&D capabilities [40][42] Question: Commercialization milestones for humanoid robots - Management outlined the challenges of mass production and the goal to implement robots in commercial scenarios by 2026 [45][47] Question: Robotaxi service launch in 2026 - Management discussed the inflection points in R&D that will enable the launch of Robotaxi services, emphasizing cost reduction and operational efficiency [51][52]

Core Insights - Amazon has begun allowing customers to browse and purchase Ford Motor vehicles directly on its e-commerce platform, enhancing online shopping options for consumers [1] - This initiative follows Hyundai's similar move, indicating a trend towards online vehicle sales to provide alternatives to traditional dealership experiences [1] Company Developments - Ford Motor vehicles are now available for purchase on Amazon, marking a significant step in the automotive industry's shift towards e-commerce [1] - The collaboration with Amazon reflects Ford's strategy to adapt to changing consumer preferences and improve accessibility for potential buyers [1] Industry Trends - The automotive industry is increasingly embracing online sales platforms, as evidenced by Ford and Hyundai's recent initiatives [1] - This trend suggests a growing consumer demand for convenience and a desire to avoid the traditional dealership experience [1]

Financial Data and Key Metrics Changes - XPeng reported total revenues of RMB 20.38 billion for Q3 2025, a 101.8% increase year-over-year and an 11.5% increase quarter-over-quarter [21] - Vehicle sales revenues were RMB 18.05 billion, reflecting a 105.3% year-over-year increase and a 6.9% quarter-over-quarter increase [21] - Gross margin reached 20.1%, up from 15.3% in Q3 2024 and 17.3% in Q2 2025 [22] - Net loss decreased to RMB 0.38 billion from RMB 1.81 billion year-over-year and RMB 0.48 billion quarter-over-quarter [23] - Cash reserves totaled RMB 48.33 billion as of September 30, 2025 [24] Business Line Data and Key Metrics Changes - Vehicle deliveries totaled 116,007 units in Q3 2025, a 149% increase year-over-year [5] - The XPeng P7 became one of the top three BEV sedans, contributing to over 40,000 monthly deliveries starting in September [5] - Revenues from services and others were RMB 2.33 billion, a 78.1% year-over-year increase [21] Market Data and Key Metrics Changes - Monthly overseas deliveries exceeded 5,000 units for the first time in September 2025, a 79% year-over-year increase [11] - XPeng expanded its sales and service network to 52 countries and regions, with 56 new overseas stores opened in Q3 2025 [11] Company Strategy and Development Direction - XPeng aims to achieve break-even in Q4 2025 and is focused on physical AI R&D, targeting mass production of VLA 2.0 models, Robotaxi, and humanoid robots by 2026 [5][6] - The company plans to open-source its physical world model and collaborate with mobility platforms for Robotaxi services [7] - XPeng is launching the XPeng X9 Super Extended Range EV, which is expected to drive growth in the NEV market [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving significant sales growth opportunities through the introduction of new models and expansion into international markets [10][19] - The company anticipates total deliveries in Q4 2025 to reach between 125,000 and 132,000 units, reflecting a year-over-year growth of 36.6%-44.3% [19] - Management highlighted the importance of a collaborative ecosystem for scaling Robotaxi operations and humanoid robots [15][54] Other Important Information - XPeng's R&D expenses increased to RMB 2.43 billion, reflecting a 48.7% year-over-year increase [22] - The company plans to introduce three super extended range products in Q1 2026 to capture more of the EREV market [10] Q&A Session Summary Question: What are XPeng's long-term competitive advantages in physical AI? - Management emphasized the importance of full-stack technology capability and cross-domain integration as key competitive advantages in physical AI [26][28] Question: What is the expected revenue trend from collaboration with Volkswagen? - Revenue from technical collaboration is expected to remain comparable to Q3 levels in Q4, with significant ramp-up anticipated in 2026 as joint vehicle production begins [30][32] Question: Can you elaborate on the humanoid robot strategy and competitive advantages? - Management highlighted the unique human-like design and advanced integration of hardware and software as competitive advantages in the humanoid robot market [35][38] Question: What are the key milestones for humanoid robot commercialization by 2026? - Management outlined the challenges in mass production and the goal to achieve full capability integration by the end of 2026, with initial deployment in commercial scenarios [40][45] Question: What is the plan for Robotaxi services in 2026? - XPeng plans to launch three Robotaxi models in 2026, focusing on addressing current industry challenges and establishing a sustainable business model [47][49]

DETROIT — Ford Motor is partnering with Amazon to let the automaker's franchised dealers sell certified preowned vehicles through the online retail giant.The new program will allow customers to secure financing, start paperwork and schedule a pickup time for the vehicles at participating Ford dealers, the companies announced Monday. Some steps, such as a final signature, may still need to be completed in person, Ford said.The deal comes two years after Amazon said it would allow auto dealers to sell cars th ...

Core Insights - Tesla CEO Elon Musk engaged in a discussion with investor Ron Baron, covering various topics related to Tesla's future and market strategies [1] Group 1: Company Strategy - Musk emphasized Tesla's commitment to innovation and expanding its product lineup, including advancements in battery technology and autonomous driving [1] - The conversation highlighted Tesla's plans to increase production capacity and meet growing demand, with a focus on scaling operations globally [1] Group 2: Market Outlook - Musk shared insights on the competitive landscape, noting that Tesla aims to maintain its leadership position in the electric vehicle market despite increasing competition [1] - The discussion included projections for Tesla's market share and revenue growth, indicating optimism about future performance [1]