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 ...

Core Insights - Mobileye Global Inc. announced a $900 million acquisition of Mentee Robotics, expanding its focus into "physical AI" for industrial fleets [1][3] - The company is positioning robotaxis as a key growth area, with plans for a Level 4-ready vehicle by February 2026 and a driverless launch in the U.S. in the second half of 2026 [1][6] Robotics Deal - The acquisition of Mentee Robotics is seen as a strategic move into "physical AI," building on existing autonomous driving technology [3] - Mobileye aims for near-term robotics deployments in structured environments like factories, with production expected by 2028, and plans to enter unstructured environments by the end of the decade [4] Core Automotive Business - Mobileye reported strong progress in its core Advanced Driver Assistance Systems (ADAS) business, winning approximately 95% of RFQs with its top-10 automaker customers in 2025 [5] - The company has a design pipeline valued at $24.5 billion through 2033, with most contracts awarded in the last three years [5] - Mobileye's chips currently power around 230 million vehicles globally [5] Robotaxis and Autonomy Programs - The company is advancing its robotaxi initiatives through partnerships with Volkswagen and MOIA, targeting a Level-4-ready vehicle in early 2026 [6] - Plans include launching driverless services in the U.S. later in 2026, with subsequent expansions to multiple cities [6] Cost Reduction and Autonomy - Mobileye is focused on reducing system costs for advanced driver assistance while enhancing higher-level autonomy towards near-zero human intervention, supported by its simulation-driven autonomy stack [7]

Autoliv, Inc. (ALV) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. ...

Market Overview - The U.S. equity markets started 2026 strongly, achieving two consecutive days of record highs driven by blue-chip tech firms and a rise in energy stocks [1] - Technology stocks benefited from renewed enthusiasm for AI and its growth potential, while the energy sector was optimistic about crude oil price stability following a U.S. attack on Venezuela [1] Investment Strategies - Investors are optimistic that rebuilding Venezuela's oil infrastructure will enhance the industry and improve supply chain dynamics without escalating geopolitical conflicts [2] - Momentum investing is highlighted as a successful strategy, particularly in times when value or growth investing may not yield desired profits [2][3] - The principle of momentum investing is to "buy high and sell higher," capitalizing on established trends that are likely to continue due to existing momentum [3] Momentum Stock Screening - A screening strategy has been developed to identify stocks with strong momentum, focusing on long-term price increases and short-term pullbacks [4] - The screening parameters include selecting the top 50 stocks based on a 52-week price change, then identifying the 10 worst performers over the last week to find potential entry points [5][6] - Stocks with a Zacks Rank 1 (Strong Buy) and a Momentum Style Score of B or better are prioritized, as they have a history of outperforming the market [7] Selected Stocks - General Motors (GM) has seen a 58.1% increase in the past year but experienced a 0.2% decline last week, with a Momentum Score of B [10] - NVIDIA (NVDA) has risen 33.6% over the past year but also dipped 0.2% last week, holding a Momentum Score of A [11] - Mercury General (MCY) has increased by 36% in the last year but fell 6.2% last week, with a Momentum Score of B [13]

Sales of new vehicles in the US jumped about 2% in 2025, according to a new analysis – despite panicked warnings that President Trump’s tariffs would pummel the auto industry.The White House boasted that Trump’s policies were to thank for the uptick, but many automakers said they haven’t fully passed along tariff costs to consumers yet – and analysts are warning that sales could slump once those price hikes hit this year.“Most vehicle sales metrics in 2025 were slightly stronger than many forecast – includi ...

Tesla's stock steadied on Wednesday after a volatile prior session, as investors digested a growing list of competitors positioning themselves for opportunities in artificial intelligence, autonomous ... ...

Key Takeaways NIO produced its one-millionth vehicle, a third-generation ES8, at its Hefei Xinqiao Phase II plant.The company targets 40-50% annual sales growth and plans 10,000 charging and battery-swap locations by 2030.NIO has spent 65B yuan on R&D and 18B yuan on infrastructure, delivering 326,028 vehicles in 2025.NIO Inc. (NIO) marked a major production milestone as its one-millionth mass-produced vehicle rolled off the assembly line at the NIO Advanced Manufacturing Xinqiao Phase II facility in Hefei, ...

Group 1 - The new Xiaomi SU7 has started pre-sales on January 7, with a price range of 229,900 to 309,900 yuan, and the Pro and Max versions have seen price increases of 14,000 and 10,000 yuan respectively [1][10] - The new model retains the design of the current Xiaomi SU7, featuring full laser radar, new color options, and enhanced body strength [4] - Interior upgrades include a new steering wheel design, removal of physical buttons in the center console, and improved seating design, with all models equipped with advanced braking systems and high-performance chips [6] Group 2 - The new Xiaomi SU7's powertrain has been upgraded, with the standard and Pro versions using a 752V silicon carbide high-voltage platform with a maximum power of 235 kW, while the Max version continues with an 897V platform providing 508 kW, and the CLTC electric range is 720/902/835 km respectively [8] - The new model addresses many pain points of the current version and is expected to see high demand after its launch [10] - The Geely Galaxy V900 has also started pre-sales on January 7, with a price range of 319,800 to 389,800 yuan [2][12] Group 3 - The Geely Galaxy V900 features a distinctive design with a large chrome grille and integrated lighting, and it is positioned as a mid-to-large MPV with dimensions of 5360/1998/1920 mm and a wheelbase of 3200 mm [12] - The interior offers flexible seating arrangements (6/7/8 seats), advanced entertainment systems, and a high-tech dashboard design [14] - The powertrain includes a 120 kW 1.5T engine paired with electric motors, providing a range of 220 to 260 km and a 0-100 km/h acceleration time of 6.5 seconds [15][17]