Tesla is slated to post second-quarter earnings after the market closes on Wednesday, with analysts expecting the electric vehicle giant to report declining revenue and profits. https://t.co/4mWp3kJUeV ...

RT Tesla (@Tesla)Q2 2025 was a seminal point in Tesla’s history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in AI, robotics & related services (hi @robotaxi)We officially launched our Robotaxi service in Austin in June, with our camera-only architecture with neural networks trained on data from our global fleet of millions of vehicles.Q2 HighlightsNorth America– Test drives in North America are up 20% sequentially (as you know, ...

Core Viewpoint - U Power Limited has entered into a Strategic Partnership with IoTeX to purchase Real-World Assets (RWAs) backed by corporate bonds, aimed at strengthening its capital structure and supporting the development of its EV battery-swapping technology [1][2]. Company Overview - U Power Limited specializes in AI-powered solutions for energy grids and intelligent transportation systems, focusing on its proprietary UOTTATM electric vehicle battery-swapping technology [1][6]. - The company is evolving from a battery-swapping station distributor to a provider of comprehensive AI-integrated energy solutions that optimize mobility and grid performance [6][7]. Strategic Partnership Details - The partnership will explore innovative solutions for the tokenization of RWAs, utilizing advanced AI technologies for secure and efficient asset growth [2][3]. - The collaboration is supported by HabitTrade, which will provide technical and strategic support for the token-equity integration [4]. Technological Integration - U Power aims to integrate its AI-empowered smart battery-swapping stations with a decentralized IoT infrastructure, enabling real-time asset tracking and monitoring for safety and performance [4]. - The partnership aligns with U Power's Web 3.0 initiative, focusing on the expansion of battery-token and battery-bank operations [4]. IoTeX Overview - IoTeX is a blockchain platform founded in 2017, dedicated to transforming machine-generated data into collective intelligence for AI applications [5]. - The platform provides infrastructure for connecting physical and digital worlds, including decentralized identity, data verification, smart contracts, and AI frameworks [5]. Industry Implications - The partnership signifies a commitment to sustainable development and technology innovation, leveraging blockchain-based finance (DeFi) for scalable real-world applications in energy and transportation [3].

Core Insights - LOBO EV Technologies Ltd. has announced a strategic partnership with the Jiangsu Research Institute of Dalian University of Technology to co-develop an AI-powered senior mobility robot, marking a significant step into the smart healthcare sector [1][5] Company Overview - LOBO EV Technologies Ltd. specializes in the design, development, manufacturing, and sale of electric mobility solutions, including e-bicycles, e-mopeds, and electric shuttles, and is expanding into medical technology [6] Product Details - The senior mobility robot is set to launch commercially in October 2025 and is projected to generate approximately USD 3 million in recurring annual revenue [2] - The robot features a stable four-wheel structure designed for elderly users, equipped with advanced sensors and laser radar for real-time obstacle detection and avoidance [3] - It includes an integrated SOS alert function for emergencies and offers real-time physiological monitoring, such as blood pressure and blood oxygen tracking, accessible via mobile applications [4] Strategic Importance - The partnership aims to leverage the advanced capabilities of the Jiangsu Research Institute in intelligent control and sensor technology, combined with LOBO's industrial experience, to accelerate the delivery of innovative care solutions for seniors [5]

Five things to know ahead of today's opening bell. Recapping the breaking news from Becky at the top of the show. Chevron has prevailed in its mediation with Exxon over the Guyana oil assets.The decision clears the way for Chevron's acquisition of Hess. A look at H stock up 8 and a half% premarket. Chevron up 3.7%.Federal Reserve Chair Jay Powell formerly responding to questions from the White House about renovations to the central bank's DC headquarters. In a letter to the Office of Management and Budget, ...

Industry Policy - China pledged to rein in "irrational competition" in its electric vehicle industry [1] - Policymakers are concerned about price wars threatening economic growth in the EV sector [1]

Tesla is slated to report second-quarter earnings after the market closes July 23, and bearish UBS analysts said Monday that the electric vehicle maker's stock remains "fundamentally overvalued." https://t.co/0pYclWwWkg ...

Group 1 - European countries exhibit a sense of "victory" over China, seeking to acquire rare earth resources while simultaneously attempting to suppress China through restrictive measures, reflecting a typical "bullying" behavior of Western nations [1] - The EU Ambassador to China emphasized the urgency of resolving Europe's rare earth needs within a month, warning that failure to do so could severely impact high-level meetings between China and the EU [3] - Despite engaging in friendly talks with China, the EU has raised tariffs on Chinese electric vehicles to 35% and restricted Chinese medical devices from entering the European market, indicating a dual strategy of maintaining a friendly facade while implementing sanctions [3] Group 2 - Western countries do not view China as an equal partner, focusing instead on the United States, which they regard as a dominant force, even at the cost of their own national interests [5] - European nations continue to criticize China for alleged military support to Russia, despite China's assurances of non-support, highlighting a contradiction in their diplomatic approach [5] - The historical context of Western imperialism in China contributes to a persistent arrogance among European nations, leading them to adopt aggressive commercial policies against China [7] Group 3 - In response to Europe's disregard for China's goodwill, China has implemented measures such as banning European companies from participating in government procurement projects exceeding 45 million RMB for medical devices and imposing a maximum anti-dumping tax of 34.9% on European cognac [7] - These actions signify China's shift from its historical position, showcasing its status as the world's second-largest economy and a military power capable of responding to European challenges [7]

Market Trends - BNP Paribas predicts Rivian and Lucid shares will rise due to potential benefits from President Trump's tax and spending bill ending electric vehicle tax credits [1] Policy Impact - The potential elimination of electric vehicle tax credits under President Trump's bill is expected to positively impact Rivian and Lucid [1]

Market Trends & Geopolitics - China's restrictions on rare earth exports have had a substantial impact, with exports of rare earth magnets plummeting 74% year-over-year in May 2025, including a 93% drop to the US [1] - The EU is prioritizing rare earth access as a core issue at the upcoming China-EU summit due to supply chain disruptions affecting European automakers [1] - Tesla employees in Germany have received internal emails indicating that FSD (Supervised version) is expected to be launched by the end of 2025 [1] - Tesla is planning to launch a Robotaxi service in Austin, Texas, in late June, initially using approximately 10 Model Y vehicles with remote operation technology [1] - Musk believes it is important to localize supply chains to mitigate geopolitical risks [2] Regulatory Landscape - The United Nations Economic Commission for Europe (UNECE) is expected to approve System-Initiated Maneuvers on highways in September 2025, potentially enabling Tesla's FSD on German highways [1] - A Texas Democratic lawmaker has requested a delay in the release of Robotaxi until September, pending the enactment of a new autonomous driving law, highlighting regulatory pressures [1] Tesla Production & Operations - Tesla's stock closed at $32216, up 003% [1] - Tesla is launching a monthly subscription Extended Service Agreement (ESA) in the US, covering repairs or replacements for up to four years or 100000 miles, with monthly fees varying by model (e,g, $50 for Model 3, $60 for Model Y, $125 for Model S, and $150 for Model X) [2] - Tesla is offering a limited-time promotion in Canada for Model 3 purchases made before June 30, 2025, including one year of free Supercharging [2]