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Electric Vehicles News 2 January 2026 - 3 January 2026

BYD Stock Faces Shenzhen Reopen Test After 2025 Sales Growth Hits 5-Year Low

BYD Stock Faces Shenzhen Reopen Test After 2025 Sales Growth Hits 5-Year Low

NEW YORK, January 3, 2026, 08:11 ET — Market closed BYD’s Shenzhen-listed shares last closed down 2.04% at 97.72 yuan on Dec. 31, the final session before mainland markets paused for the New Year break. MarketScreener That pause matters now because BYD is the marquee name in China’s electric-vehicle boom, and its sales momentum is treated as a read-through on demand and pricing pressure across the sector. The update also lands as the global EV pecking order shifts, with BYD’s scale putting more attention on whether Chinese brands can keep expanding abroad without sacrificing profitability. The Shenzhen Stock Exchange is
3 January 2026
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NIO stock today: Record deliveries put shares in focus as the EV maker nears 1 million milestone

NIO stock today: Record deliveries put shares in focus as the EV maker nears 1 million milestone

NEW YORK, January 3, 2026, 07:21 ET — Market closed • NIO’s U.S.-listed shares finished higher on Friday after the company posted record December and quarterly deliveries.• The year-end delivery data is a key read-through on demand for China’s EV makers heading into 2026.• CEO William Li flagged an imminent production milestone and infrastructure expansion plans for the year ahead. NIO Inc’s U.S.-listed shares rose 0.78% to $5.14 at Friday’s close, after the Chinese electric-vehicle maker reported record deliveries for December and the fourth quarter. MarketWatch The update matters because deliveries — vehicles handed over to customers, a closely watched
3 January 2026
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Rivian stock drops after 2025 delivery update; Feb. 12 earnings now the next test

Rivian stock drops after 2025 delivery update; Feb. 12 earnings now the next test

NEW YORK, January 3, 2026, 07:20 ET — Market closed Rivian Automotive shares closed down 1.5% on Friday at $19.41 after the EV maker posted its quarterly and annual production and delivery update. The stock traded between $18.90 and $20.71 and sits in a 52-week range of $10.36 to $22.69, with shares last at $19.43 in after-hours trading. Investing The delivery tally matters now because it offers an early read on demand heading into 2026, before Rivian’s next earnings report. Deliveries — vehicles handed to customers — are a key volume gauge for automakers that still burn cash while they
3 January 2026
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Tesla stock slips after delivery update; Wall Street shifts focus to Tesla’s Jan. 28 earnings

Tesla stock slips after delivery update; Wall Street shifts focus to Tesla’s Jan. 28 earnings

NEW YORK, January 3, 2026, 06:15 ET — Market closed. Tesla (TSLA) shares ended down 2.6% at $438.07 in the last session, after the electric-vehicle maker released its quarterly production and delivery update. The stock traded between $435.33 and $462.42 on Friday. The data landed on the first trading day of 2026, giving investors an early read on demand. Deliveries, a proxy for sales that counts vehicles handed to customers, remain one of Tesla’s most-watched metrics. Truist analyst William Stein cut his price target — an analyst’s estimate of where a stock should trade — to $439 from $444 and
3 January 2026
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Polestar stock plunges after BBVA’s 8.4% stake filing reveals Geely-linked exit option

Polestar stock plunges after BBVA’s 8.4% stake filing reveals Geely-linked exit option

NEW YORK, January 2, 2026, 17:35 ET Shares of Polestar Automotive Holding UK PLC fell 6.9% to $19.81 on Friday and swung between $23.29 and $19.67, after a regulatory disclosure highlighted a large new stake tied to a Geely-linked exit option. The disclosure matters because Polestar is leaning on fresh funding to shore up its balance sheet, and the terms attached to that capital can influence how investors value the stock. It also lands days before new operating data. Polestar has said it will publish fourth-quarter retail sales volumes next week, a near-term read on demand as the EV market
2 January 2026
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Tesla stock falls on delivery miss as BYD takes EV crown — what’s next for TSLA

Tesla stock falls on delivery miss as BYD takes EV crown — what’s next for TSLA

NEW YORK, Jan 2, 2026, 4:18 PM ET — After-hours Tesla (TSLA.O) shares fell 2.3% to $439.31 in Friday’s regular session and traded between $462.42 and $435.33 after the electric-vehicle (EV) maker reported quarterly deliveries that missed estimates. Visible Alpha data showed analysts had expected 434,487 deliveries, and the annual tally left Tesla trailing China’s BYD after the expiry of a $7,500 U.S. federal EV tax credit and intensifying competition from rivals such as Volkswagen and BMW. “It’s about Optimus, Robotaxi and physical AI,” said Dennis Dick, a trader at Triple D Trading, which owns Tesla shares. Reuters The delivery
2 January 2026
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Polestar stock swings, down 6% as BBVA reveals 8.4% stake in SEC filing

Polestar stock swings, down 6% as BBVA reveals 8.4% stake in SEC filing

NEW YORK, January 2, 2026, 14:50 ET — Regular session Polestar Automotive Holding UK PLC shares fell 6.4% to $20.01 in afternoon trading on Friday, after swinging between $23.29 and $19.67 earlier in the session. The move put fresh focus on the electric-vehicle maker’s capital structure after it announced late last month it would raise $300 million in equity and pursue a separate debt-to-equity conversion with a Geely affiliate. SEC Polestar CEO Michael Lohscheller said the deals “significantly enhance our liquidity position and help strengthen our balance sheet,” in the Dec. 19 announcement. SEC A Schedule 13G filed with the
2 January 2026
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Ford stock slips in premarket as Tesla delivery miss revives EV demand worries

Ford stock slips in premarket as Tesla delivery miss revives EV demand worries

NEW YORK, January 2, 2026, 09:26 ET — Premarket Ford Motor’s shares dipped 0.7% in U.S. premarket trading on Friday, ahead of the regular 9:30 a.m. to 4 p.m. session, as weaker-than-expected Tesla delivery data weighed on sentiment across the electric-vehicle space. Reuters The early move matters because automakers tend to swing with interest-rate expectations and consumer financing costs, and investors are using the first full session of 2026 to reset positions after a late-2025 pullback. EV demand has been under extra pressure since the Trump administration ended a $7,500 federal tax credit for new electric vehicles at the end
2 January 2026
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Tesla deliveries miss as Baidu pops on AI chip IPO plan and Nasdaq opens 2026 higher

Tesla deliveries miss as Baidu pops on AI chip IPO plan and Nasdaq opens 2026 higher

NEW YORK, January 2, 2026, 10:48 ET The S&P 500 and Nasdaq opened 2026 on firmer footing on Friday, led by a rebound in technology shares. At 10:13 a.m. ET, the Dow was down 0.01%, the S&P 500 was up 0.38% and the Nasdaq Composite gained 0.75%. Reuters The first session of the year is an early test of whether last year’s momentum in big tech can carry into January after a late-December wobble. Traders are also looking for signs that policy-driven swings — from tariffs to incentives — will keep shaping market leadership. Moves in a handful of high-profile
2 January 2026
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Tesla stock ticks up after Q4 deliveries miss estimates as 2026 trading begins

Tesla stock ticks up after Q4 deliveries miss estimates as 2026 trading begins

NEW YORK, Jan 2, 2026, 09:52 ET — Regular session Tesla shares edged higher in early U.S. trading on Friday after the electric-vehicle maker reported fourth-quarter deliveries that fell short of Wall Street expectations, reviving questions about demand as the new year’s first regular session got underway. The deliveries update matters now because it is one of the first hard readouts on U.S. EV demand after a $7,500 federal tax credit ended in late September, pushing effective prices higher for many buyers. It also lands as investors continue to price Tesla more like a tech bet on self-driving and robotaxis
2 January 2026
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NIO stock today: Shares slide in premarket after record 2025 deliveries

NIO stock today: Shares slide in premarket after record 2025 deliveries

New York, January 2, 2026, 07:28 ET — Premarket U.S.-listed shares of Nio Inc were down 41 cents, or about 7.4%, at $5.10 in premarket trading on Friday. Peer China EV makers XPeng and Li Auto were also lower, down about 4.7% and 2.0%, respectively. The move comes after Nio reported record December and fourth-quarter deliveries, a closely watched read-through on demand as China’s EV makers start the year by resetting volume targets and price strategies. Nio said it delivered 48,135 vehicles in December and 124,807 in the fourth quarter, taking 2025 deliveries to 326,028, with cumulative deliveries at 997,592
2 January 2026
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NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

SHANGHAI, January 2, 2026, 07:19 ET NIO said on Thursday it delivered a record 48,135 vehicles in December 2025, up 54.6% from a year earlier, including 31,897 under its NIO brand, 9,154 under its family-oriented Onvo brand and 7,084 under its Firefly line. Fourth-quarter deliveries hit 124,807, up 71.7% year-on-year, while full-year deliveries reached 326,028, taking cumulative deliveries to 997,592 as of Dec. 31, the company said. nio.com+2EV+2 The monthly delivery update is a key gauge of demand and execution in China’s crowded electric-vehicle market. Deliveries — vehicles handed to customers — are a proxy for sales and can move
2 January 2026
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Stock Market Today

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

Broadcom Stock Gets a Google AI Spend Lift as Jefferies Sees 60% Upside

7 February 2026
Google raised its 2026 capital expenditure forecast to $175 billion–$185 billion, with most spending expected on data-center chips. Broadcom shares rose about 2% after the announcement, while Nvidia and AMD slipped. Jefferies reiterated a buy rating on Broadcom, maintaining a $500 price target, implying a 62% upside from Wednesday’s close.
No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

No $2,000 IRS stimulus check is coming in February 2026 — but Trump’s tariff-check talk keeps the rumors alive

7 February 2026
The IRS has not announced new federal stimulus payments for February 2026, and Congress has not approved fresh checks. Trump told NBC he is considering $2,000 tariff rebate checks but has not committed, saying any payout would likely come later in 2026. The IRS warns taxpayers to ignore texts and emails about “stimulus payments” and verify notices through official channels.
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