Thank you @tesla BurlingameLet’s have an amazing Quarter https://t.co/9rUqxuBTo5Tesla Owners Silicon Valley (@teslaownersSV):Our club will be dropping off donuts across the Bay area today to encourage the Tesla team ...

Market Dominance & Competition - China dominates EV manufacturing, accounting for 70% of global production [1] - China leads in EV sales, representing almost 67% of global sales, while the US accounts for only about 7% [1] - Intense competition among Chinese EV brands fosters rapid innovation [5] - BYD has emerged as a global powerhouse in the EV market [5] - In 2011, Tesla's Elon Musk dismissed BYD as a competitor, but now BYD is getting the last laugh [11][12][13] Technological Advancement - Chinese companies, initially cell phone or battery companies, have transitioned into EV manufacturing, gaining a tech lead [4] - China has developed five-minute EV chargers [6] - Volkswagen Group is utilizing Chinese companies like Xpeng for software and electrical systems in China [5] Future Outlook & Challenges - Mercedes-Benz is developing megawatt charging technology to compete with China's fast charging capabilities [9] - The removal of tax credits and changes to fuel economy rules in the US could hinder domestic automakers' EV development, potentially leading to displacement by Chinese competitors [10]

Core Insights - Monolithic Power Systems, Inc. (MPWR) is recognized as a strong dividend stock and has entered a strategic partnership with ECARX Holdings Inc. to develop automotive intelligence and robotics solutions [1][2] - The collaboration aims to enhance product testing, system upgrades, and accelerate time-to-market for new products, leveraging MPWR's global research and supply capabilities [2][3] Company Overview - ECARX is expanding its intelligent car and robotics technology into sectors such as automation and consumer electronics through its partnership with MPWR [3] - MPWR specializes in semiconductor-based power electronics, with applications in telecom, cloud services, automotive systems, and consumer products [3] Strategic Importance - Ziyu Shen, Chairman and CEO of ECARX, emphasized that the partnership with MPWR is a significant step in building a global strategy and technological ecosystem, highlighting the supply chain as a core competitive advantage [3]

Market Overview - U.S. stock markets rebounded on September 26, 2025, with the Dow Jones Industrial Average (DJIA) leading gains, rising 0.7% or 308 points to close at 46,366, while the S&P 500 (SPX) increased 0.6% to 6,642, following three consecutive days of declines [1][2] - The Nasdaq Composite (IXIC) saw a more modest rise of 0.4% to 22,469, attributed to declines in several major tech stocks, despite all three major indexes finishing lower for the week [3] Economic Indicators - The Personal Consumption Expenditures (PCE) price index report for August indicated a year-over-year increase of 2.9% and a month-over-month rise of 0.2%, aligning with economists' forecasts, providing some relief to investors concerned about inflation [4] - Consumer sentiment reported by the University of Michigan was weaker than expected, with consumers frustrated by high prices, although inflation expectations for the next 12 months slightly decreased [4] Upcoming Events - The week ahead is critical for market direction, with the Federal Open Market Committee (FOMC) meeting on October 1st expected to maintain current interest rates, while guidance on future monetary policy will be closely monitored [5] - Key economic data releases include the PCE price index for September and the non-farm payrolls report for September, which will provide insights into inflation trends and labor market health [6] Company Highlights - Electronic Arts (EA) shares surged 15% due to reports of a potential $50 billion deal to take the company private, marking a significant leveraged buyout [8] - Intel (INTC) shares rose 4.4%, continuing a strong performance with over a 20% increase since Monday, partly due to discussions with Apple regarding a potential stake acquisition [9] - BlackBerry Limited (BB) saw an 8.8% increase after reporting stronger-than-expected second-quarter earnings, while TD SYNNEX Corporation (SNX) gained 6.2% after surpassing earnings expectations [11] - Conversely, CarMax, Inc. (KMX) plummeted 20.1% after missing earnings estimates, while Microsoft Corporation (MSFT) and Oracle (ORCL) shares fell amid broader tech declines [12]

Joining us now to discuss is George Janericus, analyst at Canicuity. George, it's great to see you. >> Nice to see you too, Melissa.>> Um, there's two issues here. That is reducing the reliance on rare earth from China and elsewhere. And then there's the issue of the momentum in the stocks.And they seem to be sort of different issues because I'm not sure if if taking a stake in a in a mining company that has a mine that just opened is going to really do the trick. But we are seeing the excitement in in the ...

Core Points - Japan's finance ministry is establishing an investment facility at a state-owned development bank to support a $550 billion investment package agreed upon in a tariff deal with the United States [1][2] - The investment package will focus on sectors such as chips, metals, pharmaceuticals, energy, and shipbuilding, with investments expected to be made by January 2029 [2] - The new facility at the Japan Bank for International Cooperation (JBIC) will provide financial support for overseas expansions by Japanese companies in strategically important industries [3] - Regulations on JBIC have been revised to expand its investment scope in developed countries, including the automotive and pharmaceutical sectors [3]

Tesla urged US environmental regulators to maintain ambitious tailpipe emissions standards that were put in place to push the industry to sell electric vehicles in larger numbers https://t.co/1EcciAxGNh ...

Bosch's plan to slash 13,000 additional jobs shows how the German auto industry’s decline is rippling through Europe’s biggest economy https://t.co/AW57Uwkt4C ...

Volkswagen and Germany’s transport regulator KBA failed to overturn a lower court ruling that quashed a regulatory approval of a software device that deactivates emission cleaning in diesel engines depending on temperature https://t.co/jL1ifVoL1Y ...

Core Viewpoint - The US Government is negotiating for a potential 10% equity stake in Lithium Americas as part of a loan renegotiation for the Thacker Pass lithium project, highlighting direct government involvement in the economy [1][5]. Group 1: Government Involvement - The proposed investment reflects the Trump administration's strategy to support industries critical for national security, similar to previous interventions with companies like Intel and MP Materials [2]. - The Thacker Pass mine is projected to become the largest lithium source in the Western Hemisphere by 2028, essential for establishing a domestic lithium supply chain [2]. Group 2: Project Details - Located 25 miles (40 km) south of Nevada's border with Oregon, the Thacker Pass project aims to reduce US dependency on Chinese lithium, with an initial production target of 40,000 tonnes (t) annually, compared to the current US production of less than 5,000 t [3]. - The equity proposal arose amid concerns over low lithium prices due to Chinese overproduction, leading Lithium Americas to offer no-cost warrants equivalent to 5–10% of its common shares [4]. Group 3: Corporate Relationships - General Motors (GM) has invested $625 million for a 38% stake in the Thacker Pass mine and has rights to purchase all lithium from the first phase and a portion from the second phase for two decades [4]. - Trump officials are seeking commitments from GM regarding these purchases and are exploring the possibility of GM transferring some project control to the government [5].