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BYD reported a 30% jump in second-quarter profit, driven by an 82% surge in overseas exports. The Chinese automaker continues to outperform Tesla in global electric vehicle deliveries, leveraging hea…
BYD reported overseas sales surged 34% to $27 billion, surpassing domestic revenue for the first time. The Chinese EV maker's global expansion and price competitiveness are eroding market share and m…
AllianceBernstein analysis highlights how climate geopolitics and clean energy policy are reshaping markets. China has surpassed Tesla as the leading EV maker amid massive state-backed renewables spe…
Foreign investors and tech executives are flocking to Chinese manufacturing hubs to inspect cutting-edge advances in electric vehicles, robotics, and AI. The surge reflects mounting Western corporate…
Hyundai is considering expanding its Georgia plant capacity to 800,000 vehicles by 2028, aiming to localize production amid tariffs and potentially surpass Tesla's U.S. capacity. While TSLA is not me…
Alphabet's Waymo unveiled its first custom-designed 5nm ASIC for robotaxis, enhancing real-time sensor processing and autonomous driving capabilities. This move strengthens Waymo's market position ag…
Chinese tech IPOs on Shanghai's STAR Market are surging, led by humanoid robotics maker Unitree Robotics soaring over 460% and chipmaker CXMT rising nearly 500%. Driven by robust domestic demand and …
Rivian is working toward profitability through scaling production of its R2 SUV and electric pickups. Despite year-to-date share declines, quarterly revenue rose 27% with improving gross profits, dem…
Wood Mackenzie's 'electric shock' scenario shows EV adoption could surge globally, led by China (29.9M sales by 2040), pressuring oil demand to 99 mb/d and risking early refinery closures, while US E…
VW plans a US overhaul: new leadership, a 2030 pickup truck (possibly with Ford), and a broader SUV push, while scaling back ID.4 EV output in Chattanooga.
Ford unveils the $28,350 electric Fathom pickup, leveraging its Maverick success and new EV platform. Q2 earnings beat expectations, but EV segment still faces losses and comparisons to the troubled …
Lucid Motors reported a wider-than-expected loss and missed Wall Street sales estimates despite increased Gravity SUV deliveries, highlighting ongoing EV sector challenges, rising competition, and co…
Rivian posted a Q2 gross profit of $170M, crushing Wall Street's $71M estimate, boosted by R2 rollout progress. Stock rallied then reversed, but strong EV fundamentals signal rising competition for T…
Rivian's Q2 2026 results beat expectations with narrower losses and higher revenue, but shares fell 6% amid ongoing EV market and profitability concerns despite R2 launch progress.
Rivian's Q2 deliveries rose but revenue growth remains weak, losses stay heavy, and dilution concerns persist. High-priced R1 models and a shrinking US EV market threaten future profitability, raisin…
GM raised 2026 guidance after strong Q2 results, citing steady demand, reduced EV losses, and record pickup market share. Buybacks continued and EV restructuring nears completion, signaling improving…
Nvidia’s expanded autonomous driving partnerships, including Uber, strengthen its position amid a fragmented AV hardware supply chain, boosting confidence in long-term value and reducing bear concern…
Mercedes-Benz plans to launch an advanced driver-assistance system in the US, competing with Tesla's Full Self-Driving by offering urban autonomous driving at a lower price point, marking increased c…
Alphabet plans a $110 billion investment in Waymo, its self-driving car unit aiming for significant growth and profitability by 2027, expanding in US cities and London amid strong competition from Te…
GM challenges Tesla's dominance with strong EV sales, efficient China restructuring, and rare earth joint ventures boosting its outlook despite a recent earnings dip.