Core Insights - Lucid Group Inc. has unveiled a prototype of its new Robotaxi, developed in collaboration with Uber and Nuro, at CES 2026 [1][2] Group 1: Robotaxi Prototype - The Robotaxi prototype is based on Lucid's Gravity SUV and features advanced sensors including cameras, radars, and LiDAR, arranged in a "halo" structure similar to Waymo's autonomous vehicles [2] - Production of the Robotaxi is set to begin at Lucid's Arizona facility later this year, with a targeted launch in the San Francisco Bay Area in 2026 [3] Group 2: Production and Deliveries - In 2025, Lucid delivered over 15,841 vehicles, marking a 55% increase in deliveries compared to 2024 [4] - The company produced 18,378 vehicles in 2025, which represents a 104% increase year-over-year [4] Group 3: Future Plans - Lucid plans to deploy over 20,000 Gravity Robotaxis across multiple U.S. cities within the next five years, with availability through the Uber app [5]

Core Insights - The U.S. electric vehicle (EV) market saw record deliveries in the third quarter of 2025, with over 1.3 million EVs sold in 2024, marking a 7.3% year-over-year growth [3][10] - General Motors (GM) and Ford are scaling back their EV efforts due to a significant pullback in demand and the expiration of the federal EV tax credit [10][11][12] Sales Performance - The Chevrolet Equinox EV was the top-selling EV in the U.S. for 2025, with 57,195 units sold, reflecting a 100.7% increase year-over-year [9] - Other notable models include the Mustang Mach-E with 51,620 units sold (-0.2%), Hyundai IONIQ 5 with 47,039 units (+6.0%), and Honda Prologue with 39,194 units (+18.7%) [9] - Ford's F-150 Lightning saw a decline in sales, with 27,307 units sold (-18.5%), while the Chevy Blazer EV and Cadillac Lyriq also experienced sales drops [9][10] Market Dynamics - The top-selling EV models list for 2025 includes multiple models from GM, which ranked first, sixth, and eighth, while Ford ranked second and fifth [5][6] - Tesla's Model Y and Model 3 were the best-selling EVs in 2024, with reported sales of 372,613 and 189,903 units, respectively [6][7] - The future of the EV market may shift significantly in 2026, with potential dominance from pure-play EV companies like Tesla, Rivian, and Lucid, as well as foreign automakers [10][13] Strategic Shifts - GM announced the end of production for the BrightDrop fleet EV van and incurred a $1.6 billion charge related to its EV initiatives [11] - Ford plans to focus on traditional vehicles and hybrids, discontinuing the F-150 Lightning EV and outlining a total charge of $19.5 billion related to its EV strategy [12]

The growth story for Tesla, Inc. ( TSLA ) may be taking a pause, as the market for electric vehicles is expected to deepen its decline throughout 2026 following a series of oil-friendly policies put in placeMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that i ...

Core Viewpoint - Tesla-linked ETFs are facing renewed pressure as the assumptions behind Tesla's long-term growth are being scrutinized, leading to significant declines in ETF values [1] Group 1: ETF Performance - The ProShares Ultra TSLA ETF (TSLI) has decreased approximately 27% from its peak in December, illustrating the volatility of leveraged exposure when market sentiment shifts [1] - Inflows into the Direxion Daily TSLA Bull 2X Shares (TSLL) reached nearly $4 billion in the first half of 2025, but the fund has experienced consistent outflows since July as investor sentiment has changed [3] - The Roundhill TSLA WeeklyPay ETF (TSLW) has struggled due to sustained weakness in Tesla's stock, affecting both net asset value (NAV) and income potential [4] Group 2: Competitive Landscape - Nvidia's recent announcements regarding AI models for autonomous vehicle development have raised concerns that Tesla's competitive edge may be diluted, as Nvidia enables other automakers to compete more effectively [2][3] - Mobileye Global's $900 million acquisition of an AI humanoid robotics startup highlights the increasing competition in markets that Tesla is targeting for future growth [5] Group 3: Valuation Concerns - Tesla is currently trading at approximately 192.3 times estimated earnings for 2026, indicating that any recalibration of growth expectations could lead to significant losses for leveraged ETFs [6] - The trading of Tesla-linked ETFs is becoming less about fundamentals and more about investor belief, with increased competition posing challenges for Tesla's dominance in the autonomous vehicle space [7]

When opportunity knocks, investors should answer. This luxury stock rarely trades at a discount, and now might be the time to take a ride.Every investor out there loves to claim they've found a hidden gem in the stock market. The automotive sector might be low on the list for most investors searching the market for hidden gems, as it's known for being a capital-intensive, low-margin, and ultra-competitive industry.That rule of thumb doesn't do Ferrari (RACE 0.96%) justice, though, as the ultra-luxury sports ...

By Max A. Cherney and Abhirup Roy Jan 7 (Reuters) - Chip technology company Arm Holdings has reorganized the company to create a Physical AI unit to expand its presence in the robotics market, company executives told Reuters at CES, where robots are a theme of the year. The decision to create a ​unit that specializes in robotics arrives amid a flurry of announcements and activity at CES around humanoid robots. At the sprawling Las Vegas trade show, large ‌and small companies demonstrated robots that coul ...

她把人大代表的身份视为自己最大的荣誉，始终不忘当选时对选民的承诺，坚持与选民面对面交流，了 解一线实情、收集意见建议、积极建言献策，全心全意为民办实事，解决群众急难愁盼问题。当选代表 以来，累计提出代表建议8件，其中"关于消除新河二村危旧房安全隐患的建议"被列为南京市4处危房重 大安全除患挂牌督办件之一，3件建议被评为优秀建议，2次被评为履职先进个人。 李敏代表（江苏省风神汽车实业有限公司总经理） （来源：新华日报） ...

For December 2025, the Western European passenger vehicle (PV - cars) market grew for a sixth consecutive month, according to GlobalData. Sales were up 6% YoY, with a total circa one million units. 2025 sales finished with a total of 11.8 million units for the year (+2% YoY), which is well above our earlier-in-the-year expectations, when the market was posting YoY declines and there were major concerns over global trade tension. GlobalData forecast modest growth in the Western European PV market in 2026, a ...

Caroline Woods Okay. So if you want to follow the money and you want exposure to some of these sectors, what's the best way to do it? Through ETFs, some thematic ETFs, or do you have any individual stock picks?Kevin Mahn Exactly. So when I say follow the money, I don't necessarily mean flow of funds, but rather, where are all the billions of dollars going to be spent in 2026? And believe it or not, they're going to likely be in the same area as they were in 2025. First off, AI infrastructure. According to J ...

Key Points 2025 marked BYD's shift from regional dominance to global relevance. Volume leadership is no longer the story; execution is. Optionality beyond cars strengthens BYD's long-term resilience. 10 stocks we like better than BYD Company › For years, BYD's (OTC: BYDDY) investment story was easy to summarize: a Chinese EV champion benefiting from scale, cost advantages, and early bets on electrification. But 2025 marked a clear shift. BYD didn't just grow bigger; it grew more complex. The co ...