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Automotive Industry News 1 November 2025 - 11 November 2025

Tesla (TSLA) Today — Nov. 11, 2025: China Sales Sink to 3‑Year Low, Model Y & Cybertruck Chiefs Exit, as Musk’s AI Pivot Takes Center Stage

Tesla (TSLA) Today — Nov. 11, 2025: China Sales Sink to 3‑Year Low, Model Y & Cybertruck Chiefs Exit, as Musk’s AI Pivot Takes Center Stage

On Nov. 11, 2025, Tesla’s China sales hit a three‑year low, two vehicle‑program leaders departed, shareholders’ $1T Musk award reverberated, and fresh commentary put Optimus and FSD ambitions back in the spotlight. TSLA slips intraday. TSLA stock snapshot (intraday) As of publication, TSLA trades around $435–$443 with a modest decline on the day. What’s new today (Nov. 11, 2025) 1) China sales slump to a 3‑year low Fresh China Passenger Car Association data reported by Reuters show Tesla delivered 26,006 vehicles in China during October, a three‑year low and ‑35.8% YoY, while exports from Shanghai rose to 35,491 (a two‑year
11 November 2025
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Rivian (RIVN) Today: DA Davidson Lifts Price Target to $15 as CEO Pay Plan, AI Day and Q3 Momentum Dominate — Nov. 11, 2025

Rivian (RIVN) Today: DA Davidson Lifts Price Target to $15 as CEO Pay Plan, AI Day and Q3 Momentum Dominate — Nov. 11, 2025

Market reaction Rivian shares were $16.41 at 13:40 UTC, up on a five‑day basis after last week’s post‑earnings rally. What happened today (Nov. 11) 1) Street chatter tilts constructive, but measured DA Davidson’s target hike to $15 frames the near‑term setup as balanced: execution is improving, tariff drag is moderating, and December’s tech showcase could be a catalyst—but the rating remains Neutral pending clearer visibility on margins and the R2 ramp. TipRanks 2) CEO compensation remains a headline driver Investors continue to parse Rivian’s Musk‑style incentive blueprint for CEO RJ Scaringe. The package grants 36.5M options at $15.22, vesting against
11 November 2025
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Tesla (TSLA) News Today — November 10, 2025: China Sales Hit 3‑Year Low, Cybertruck Chief Exits, and Tesla Launches Short‑Term Rentals

Tesla (TSLA) News Today — November 10, 2025: China Sales Hit 3‑Year Low, Cybertruck Chief Exits, and Tesla Launches Short‑Term Rentals

China: sales slide underscores a tougher competitive landscape Fresh data out of Beijing show Tesla’s October retail sales fell 35.8% year over year to 26,006 vehicles, the company’s weakest monthly retail tally in three years. While exports from Giga Shanghai hit a two‑year high (35,491 units), Tesla’s domestic EV market share plunged to 3.2%, down from 8.7% in September—its lowest in more than three years. The drop comes amid fierce local competition (including Xiaomi’s record month) and softer consumer sentiment as incentives fade. Reuters Why it matters: China is Tesla’s second‑largest market; a sustained share decline can pressure margins and
10 November 2025
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NIO (NIO) Today: Firefly EVs Set Sail for Europe, Austria Launch Goes Live, North America on the Map as Shares Hover Near $6.90

NIO (NIO) Today: Firefly EVs Set Sail for Europe, Austria Launch Goes Live, North America on the Map as Shares Hover Near $6.90

Firefly’s “big lift” to Europe — and a first North America nod NIO’s entry‑level sub‑brand Firefly said a large batch of vehicles departed Shanghai’s Waigaoqiao Port for Europe, underscoring an accelerating rollout. In the same update, Firefly explicitly added North America to its overseas expansion footprint for the first time and said pre‑orders will open “soon” in Austria, Greece, and Portugal. Firefly also recapped that its first European deliveries took place August 14 (Norway and the Netherlands), marking NIO’s fastest overseas push from China launch to EU handover. CnEVPost Why it matters: The North America mention expands NIO’s optionality beyond
7 November 2025
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CarMax (KMX) Ousts CEO Bill Nash, Warns of Weak Q3; Shares Slide ~12% — Nov. 6, 2025

CarMax (KMX) Ousts CEO Bill Nash, Warns of Weak Q3; Shares Slide ~12% — Nov. 6, 2025

CarMax (NYSE: KMX) said its board terminated CEO Bill Nash effective Dec. 1 and named director David McCreight interim CEO. The used‑car giant also issued a downbeat Q3 outlook, sending KMX shares lower on Nov. 6, 2025. CarMax, Inc. announced sweeping leadership changes and a sharply weaker preliminary outlook for its fiscal third quarter ending Nov. 30, 2025: Key takeaways The details Leadership and governance Outlook and what’s pressuring results Wall Street and stock reaction (Nov. 6) Why this matters CarMax is the largest U.S. used‑car retailer, so its results are a bellwether for consumer demand, vehicle affordability, and credit
6 November 2025
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Ford (F) Stock Surges on Earnings – Rally Faces EV & Recall Challenges

Ford (F) News Today — Nov. 6, 2025: Louisville plant pauses after UPS crash, Maverick 300T turns heads at SEMA, Farley questions Apple CarPlay Ultra; shares hover near $13

Ford Motor Company (NYSE: F) enters Thursday, November 6, 2025, with a full slate of developments: a safety‑driven production pause and planned restart in Louisville following a nearby UPS air crash, fresh performance hardware on display at SEMA, new global powertrain moves for Ranger/Everest, and continuing debate over Big Tech’s role in the dash. Below is your concise, investor‑focused roundup with context and what to watch next. Key takeaways (today) 1) Louisville: safety pause, then prep to restart After Tuesday’s UPS Flight 2976 crash near the airport and Ford’s LAP, Ford confirmed LAP operations were paused, employees were evacuated amid
6 November 2025
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Qualcomm (QCOM) Stock: Poised to Soar on 5G/AI, or Falling Behind? Analysts Weigh In

QCOM Stock Today (Nov. 5, 2025): Qualcomm Beats Q4, Guides Above on AI‑Phone Rebound; Automotive Tops $1B

Qualcomm (NASDAQ: QCOM) reported fiscal Q4 results and an outlook that came in above Wall Street expectations, as demand for premium, AI‑ready smartphones improved and the company’s automotive business crossed the $1 billion quarterly milestone for the first time. Key takeaways Earnings snapshot: beats on revenue and EPS; one‑time tax charge hits GAAP Qualcomm’s September‑quarter revenue rose 10% to $11.27B, while non‑GAAP EPS increased to $3.00 from $2.69 a year ago. GAAP results reflected a $5.7B non‑cash tax charge tied to recent U.S. tax legislation, resulting in a quarterly GAAP loss; the company noted the charge does not affect its adjusted
5 November 2025
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Rivian Slashes 600 Jobs as EV Demand Slumps – Stock Hits & Experts Sound Alarm

Rivian Rally or Risk? EV Start-up Stock Jumps on Q3 Beat, Layoffs & R2 Hype

Key Facts: Rivian’s stock (NASDAQ: RIVN) closed around $13 on Nov. 4, 2025 (52-week range ~$9.50–$17.15 stockanalysis.com), giving it a market cap of about $15.2 billion stockanalysis.com. In Q3 2025 Rivian delivered 13,201 vehicles (highest quarter of 2025) and reported $1.558 billion in revenue, up 78% year-over-year businesswire.com. Adjusted gross profit turned positive ($24 M) for the quarter businesswire.com. Management kept 2025 delivery guidance at 41,500–43,500 vehicles businesswire.com (midpoint cut vs. prior); losing the $7,500 federal EV tax credit caused a short-term pull-forward of orders, then softer demand reuters.com reuters.com. Rivian announced a 600‑job layoff (4.5%) on Oct. 23 to cut
4 November 2025
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Tesla vs. BYD – The Ultimate 2025 EV Stock Showdown 🚀🔋

Tesla’s Top Rival Stumbles: BYD’s Profit Plunge Shakes the EV Market

From Battery Maker to EV Titan: BYD’s Meteoric Rise BYD (“Build Your Dreams”) has undergone a stunning transformation – from a humble battery producer into an electric vehicle powerhouse. The Shenzhen-based company, which started by making cellphone batteries, scaled its auto business to millions of units within a few years finanzen.net. In 2024 BYD sold about 4.27 million vehicles, firmly cementing itself among the world’s top five automakers finanzen.net. In fact, by the first half of 2025, BYD ranked #4 globally in passenger car sales – ahead of legacy giants like GM and Hyundai finanzen.net. This surge marked a tipping point,
4 November 2025
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Stellantis Stock’s Wild 2025 Ride: Tariff Troubles, $13B U.S. Gamble & EV Pivot Fuel STLA’s Ups and Downs

Stellantis Stock’s Wild 2025 Ride: Tariff Troubles, $13B U.S. Gamble & EV Pivot Fuel STLA’s Ups and Downs

Stellantis Stock Snapshot (Nov 2025) Stellantis N.V. – the parent of Jeep, Chrysler, Peugeot, Fiat and more – has had a rollercoaster year in 2025. As of November 1, 2025, STLA shares trade around $10 (USD) on the NYSE, near their lowest levels of the year ts2.tech. The stock is down roughly one-third from January, dramatically underperforming broader markets. Notably, Stellantis had plunged ~33% year-to-date by mid-October ts2.tech amid concerns over its profit outlook and strategic direction. Shares are also well off their 52-week high (~$13+), reflecting investor caution despite the stock’s ultra-low valuation metrics (forward P/E ~6, price-to-sales ~0.2)
1 November 2025
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Car Factories on the Brink: Chip War Crisis Forces Eleventh-Hour Trade Truce

Car Factories on the Brink: Chip War Crisis Forces Eleventh-Hour Trade Truce

Background: Dutch Takeover Spurs Chinese Backlash Nexperia is a major producer of so-called “mature node” semiconductors – basic but ubiquitous components like diodes, transistors and voltage regulators used in cars and consumer electronics reuters.com. Originally part of Philips, Nexperia was sold in 2017 to Chinese investors and later fully acquired by Wingtech Technology, a Shanghai-listed electronics firm investing.com investing.com. For years this arrangement flew under the radar, but rising geopolitical frictions set the stage for conflict. In December 2024, the U.S. Commerce Department placed Wingtech on its Entity List, accusing it of aiding China’s efforts to acquire sensitive chip capabilities
1 November 2025
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CAR FACTORIES ON THE BRINK: China-Dutch Chip Clash Sparks Global Auto Crisis – Trade Deal Offers Hope

CAR FACTORIES ON THE BRINK: China-Dutch Chip Clash Sparks Global Auto Crisis – Trade Deal Offers Hope

What’s Going On with Nexperia and China Nexperia is a Dutch semiconductor firm (spun out from Philips) that makes mature power-control chips (diodes, transistors, MOSFETs) used ubiquitously in cars and electronics ts2.tech reuters.com. In late September 2025 the Dutch government invoked emergency powers, taking over Nexperia and ousting its China-appointed CEO on national-security grounds. The move was triggered by U.S. pressure (Wingtech, Nexperia’s Chinese owner, was blacklisted) and fears that Nexperia’s technology might transfer to China reuters.com reuters.com. Beijing quickly retaliated. On Oct 4 China’s commerce ministry issued an export ban blocking Nexperia’s China factories from sending chips abroad ts2.tech
1 November 2025
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