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Tesla Rival Li Auto To Report Q3 Earnings On November 26 Amid Hesai Deal, Overseas Expansion - Li Auto (NASDAQ:LI)
Benzinga· 2025-11-14 11:24
Li Auto Inc. (NASDAQ:LI) has announced it will report its third-quarter earnings on November 26. Here’s what to know ahead of the announcement.Hesai Group DealThe automaker also announced on Friday that it will host its earnings call with investors and shareholders at 7:00 AM Eastern Time on Nov. 26.Li Auto recently signed an agreement with Chinese LiDAR maker Hesai Technology (NASDAQ:HSAI) as the company's sole supplier of LiDAR technology, a crucial element in advanced driver assistance technology, as wel ...
BYD: Not To Be Confused With Legacy Autos
Seeking Alpha· 2025-11-14 02:49
Core Insights - BYD has been increasing its market share in the electric vehicle (EV) sector as it expands globally through exports and production facilities [1] Group 1: Company Performance - The stock of BYD has experienced a decline despite its growing market presence in the EV industry [1] Group 2: Analyst Experience - The analyst has over 30 years of experience in critically analyzing various industries including airlines, oil, retail, mining, fintech, and e-commerce, which contributes to a comprehensive understanding of market dynamics [1] - The analyst has lived through multiple economic crises, providing a robust foundation for analyzing diverse business models and innovations [1]
Ford can't ‘walk away' from EVs if it wants to thrive, says its CEO
MarketWatch· 2025-11-12 18:04
Despite losing billions of dollars on EVs each year, Ford vows to move forward — armed with new knowledge of consumer preferences and the competitive scene. ...
Toyota to open North Carolina battery plant, confirms $10B investment in the U.S.
Youtube· 2025-11-12 17:01
Despite slowing EV sales here in the US, Toyota just out with a big new bet on that market. For that, we'll turn to Phil Labau. Morning, Phil. >> Good morning, Carl.It's a 10 billion dollar bet that Toyota is making when it comes to production here in the United States. A lot of that money will be spent on EV and hybrid production and battery production. And today, the company is beginning production, battery production at a new plant in Liberty, North Carolina.You might be saying to yourself, wait a second ...
Chevron CEO: Our portfolio strength and growth remain resilient even in a low-price environment
CNBC Television· 2025-11-12 13:21
Financial Performance & Shareholder Returns - Chevron aims to grow free cash flow at a 10% compound annual growth rate [3] - At a $70 oil price, Chevron could return 45% of its market cap to shareholders over the next 5 years through dividends and share repurchases [4] - Earnings per share growth is expected to be better than 10% annually if Brent stays above $70 through 2030 [4] - Break-even point to cover capital spending and dividends is below $50 [7] - Free cash flow is expected to triple from 2024 to 2026 at a $60 oil price [7] Production & Capital Expenditure - Production is growing at a 2% to 3% compound annual growth rate [9] - Capital expenditure is being reduced to a range of $18 billion to $21 billion per year through 2030 [8] - An additional $1 billion in cost cuts has been announced [9] - Synergies on the Hess transaction have been increased by 50% from $1 billion to $15 billion [9] Market Outlook & Strategy - The International Energy Agency's updated report shows demand for oil and gas growing to 2050 [13][14] - Chevron is in discussions to build data centers powered by natural gas, targeting large customers and off-grid power generation [19][20][21][22]
Overlooked Stock: XPEV "Dark Horse" in EV & Robotics, Races Against TSLA
Youtube· 2025-11-11 21:30
Welcome back to Market on Close. I'm Sam Bartis live from the floor of the New York Stock Exchange. It's time now for Overlooked Stocks and we're watching Xpunk today as shares rallied to a 52- week high after unveiling its humanoid robot.So, I'm joined by George Sillers, a senior markets correspondent to get us across this one. What do we know about this uh company going full Tesla as it's been described off the back of its AI day and the reaction we're seeing in the stock. Because it's up 7% as far as the ...
BYD Profit Drops as Competition Dents Revenue
WSJ· 2025-10-30 12:45
Core Insights - The automaker's net profit has decreased by 33% compared to the previous year, indicating significant challenges in its strategy to be recognized for high-quality electric vehicles (EVs) rather than competing on low-cost offerings [1] Financial Performance - The net profit decline of 33% highlights the financial difficulties faced by the company as it transitions its brand perception in the EV market [1] Strategic Challenges - The company is struggling to shift its market positioning from low-cost EVs to a focus on high-quality products, which is essential for long-term sustainability and competitiveness in the automotive industry [1]
Freedom Capital Upgrades Tesla (TSLA) to Hold, Raises PT to $406 on Stabilized EV Deliveries
Yahoo Finance· 2025-10-29 15:25
Tesla Inc. (NASDAQ:TSLA) is one of the stocks that should double in 3 years. On October 24, Freedom Capital analyst Dmitriy Pozdnyakov upgraded Tesla to Hold from Sell with a price target of $406, which was raised from $338. Freedom Capital views Tesla’s Q3 2025 report as a sign that it is nearing the realization of its new segment potential. Freedom Capital Upgrades Tesla (TSLA) to Hold, Raises PT to $406 on Stabilized EV Deliveries The updated model lineup has successfully stabilized electric vehicle d ...
How to Ride Trump’s Mineral Revolt Against China
Globenewswire· 2025-10-26 14:00
Washington, D.C., Oct. 26, 2025 (GLOBE NEWSWIRE) -- The United States has begun what former CIA and Pentagon advisor Jim Rickards calls a “mineral revolt” — a strategic effort to end China’s decades-long dominance over the raw materials that power America’s economy and national defense. “We rely on China for nearly 100% of 20 key minerals,” Rickards said. “These are critical to everything from NVIDIA’s A.I. chips to Elon Musk’s EVs, robots and satellites … to advanced military weaponry like F-16 fighters an ...
Ford beats on earnings, lowers 2025 guidance after supplier fire
Youtube· 2025-10-24 17:50
Core Insights - Ford reported strong Q3 results, earning 45 cents per share, exceeding the expectation of 36 cents per share, with revenue of over $47 billion, surpassing Wall Street's forecast by $4 billion [1][6] Financial Performance - EBIT for the quarter was $2.6 billion, flat compared to the previous year, with an EBIT margin of 5.1%, slightly below last year's 5.5% [2] - Free cash flow reached $4.3 billion, significantly higher than the previous year [2] Division Performance - The commercial vehicles division performed well, generating a profit of $1.98 billion [2] - Internal combustion engine vehicles contributed a profit of $1.54 billion [2] - The electric vehicle (EV) segment reported a loss of $1.41 billion, despite an increase in EV sales compared to the previous year [2][3] Supply Chain Challenges - The company faced a $1 billion impact from tariff costs, which was lower than initial expectations [3] - An aluminum fire at Nollis, a supplier in upstate New York, has restricted production, with an estimated impact of $1.5 to $2 billion on Ford this year [4] Strategic Adjustments - To mitigate the impact of aluminum shortages on F-150 and Super Duty production, Ford plans to increase F-Series production by 50,000 vehicles in 2026 and add 1,000 jobs at its plants in Kentucky and Michigan [5] Future Guidance - Ford's EBIT guidance for the full year is adjusted to $6 to $6.5 billion, down by approximately $0.5 billion from previous expectations [6] - The free cash flow forecast for 2025 is set at $2.3 billion [6]