Today: 23 May 2026
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Electric Vehicles 2 January 2026 - 4 January 2026

NIO stock in focus as record deliveries meet a looming 1‑millionth vehicle milestone

NIO stock in focus as record deliveries meet a looming 1‑millionth vehicle milestone

NIO shares rose 0.8% to $5.14 Friday after the company reported record December deliveries of 48,135 vehicles, up 54.6% from a year earlier. The NIO, Onvo, and Firefly brands contributed to a full-year total of 326,028 vehicles. CEO William Li said NIO will celebrate its one-millionth vehicle rollout on Jan. 6. Investors await the next earnings report for updates on margins and guidance.
4 January 2026
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Rivian stock slides after 2025 deliveries miss estimates; Feb. 12 earnings now the next test

Rivian stock slides after 2025 deliveries miss estimates; Feb. 12 earnings now the next test

Rivian shares closed at $19.41, down 1.5%, after 2025 deliveries missed Wall Street forecasts by about 250 vehicles. The company reported 42,247 deliveries for the year, down 18% from 2024, and set Feb. 12 for its next results and 2026 outlook. Production outpaced deliveries in the fourth quarter. Investors are watching demand trends and the upcoming R2 SUV launch.
4 January 2026
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Tesla stock slides after delivery miss and BYD upset — what TSLA investors watch next

Tesla stock slides after delivery miss and BYD upset — what TSLA investors watch next

Tesla shares fell 2.6% to $438.07 after reporting fourth-quarter deliveries of 418,227 vehicles, below analyst expectations. The company posted record energy storage deployments of 14.2 GWh for the quarter. Tesla lost its global EV sales lead to China’s BYD for 2025. Registrations in France and Sweden dropped sharply in December, while Norway saw an 89% increase.
4 January 2026
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Polestar stock slides 7% as investors eye Jan. 9 sales update after Geely-backed funding moves

Polestar stock slides 7% as investors eye Jan. 9 sales update after Geely-backed funding moves

Polestar Automotive shares fell 7.3% to $19.81 on Friday, ahead of its fourth-quarter retail sales report due Jan. 9. The drop follows a December reverse split and new funding, including a $300 million equity deal and a Geely-linked loan. Nasdaq has warned Polestar it risks delisting if its share price stays below $1 by April 2026. Trading volume reached about 417,700 shares.
4 January 2026
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Wall Street kicks off 2026 higher as chipmakers rally, Tesla slides on deliveries

Wall Street kicks off 2026 higher as chipmakers rally, Tesla slides on deliveries

The Dow gained 319 points, or 0.66%, to 48,382.39 on Friday, while the S&P 500 rose 0.19% and the Nasdaq slipped 0.03%. Semiconductor and industrial shares led gains as Tesla fell 2.6% after reporting a 15.6% drop in fourth-quarter deliveries and losing its top EV-seller spot to BYD. Investors now await U.S. jobs data on Jan. 9 and inflation figures on Jan. 13.
3 January 2026
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Tesla stock slides after Q4 deliveries report as BYD overtakes — what’s next for TSLA

Tesla stock slides after Q4 deliveries report as BYD overtakes — what’s next for TSLA

Tesla shares fell 2.6% to $438.07 Friday after reporting fourth-quarter deliveries of 418,227 vehicles, down over 8% for the year. China’s BYD overtook Tesla in 2025 with 2.26 million EV sales. Tesla deployed a record 14.2 GWh of energy storage in the quarter. Investors await the Jan. 28 earnings report for revenue, margins, and 2026 outlook.
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

Rivian shares fell 1.5% to $19.41 Friday after reporting 2025 production of 42,284 vehicles and deliveries of 42,247, in line with expectations. The company produced 10,974 vehicles and delivered 9,745 in the fourth quarter. Rivian will release full earnings results on Feb. 12. Investors await updates on the lower-priced R2 SUV launch in 2026.
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

Tesla shares fell 2.6% to $438.07 after reporting fourth-quarter deliveries of 418,227 vehicles, missing analyst expectations and marking a second annual decline. The company produced 434,358 vehicles in the quarter and delivered 1,636,129 for 2025. Analyst William Stein cut his price target to $439. European registrations slumped in France and Sweden but surged in Norway.
3 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

Tesla shares fell 2.3% to $439.31 after quarterly deliveries missed analyst estimates, with 418,227 vehicles handed over in Q4. The company reported record energy-storage deployments but trailed China’s BYD in annual deliveries. Tesla will release Q4 earnings on Jan. 28. European registrations dropped sharply in France and Sweden but rose in Norway.
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

Ford shares fell 0.7% to $13.12 in premarket trading Friday, following weaker-than-expected Tesla deliveries and ongoing concerns about U.S. electric vehicle demand after the federal tax credit ended. General Motors dropped 1.2%, Tesla slid 1.1%, while Rivian rose 0.7%. Tesla reported 418,227 deliveries for the quarter, missing estimates. Investors are watching economic data and interest-rate signals as 2026 trading begins.
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

Tesla shares rose 0.6% early Friday after reporting fourth-quarter deliveries of 418,227 vehicles, missing analyst estimates. The company produced 434,358 vehicles and set Jan. 28 for its Q4 results. Rivian gained 2.5% after posting 2025 deliveries of 42,247 vehicles and a Feb. 12 results date. BYD surpassed Tesla in annual EV sales for 2025, selling 2.26 million units.
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

Nio shares fell 7.4% to $5.10 in premarket trading Friday after the company reported record December and fourth-quarter deliveries. XPeng and Li Auto also traded lower, down 4.7% and 2.0%. Nio delivered 48,135 vehicles in December and 124,807 in the fourth quarter, bringing 2025 deliveries to 326,028. CEO William Li said the company will soon mark its one-millionth mass-produced vehicle.
2 January 2026
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Stock Market Today

  • Northern Star Resources Shares Fall as CEO Succession Plan Announced
    May 23, 2026, 1:52 AM EDT. Northern Star Resources (ASX:NST) revealed Managing Director Stuart Tonkin will step down in early FY27, starting a CEO succession process. Shares dropped 17.41% over 30 days to A$18.83, down 33.53% in 90 days, contrasting with a 5-year total shareholder return of 86.28%. Analysts value the stock at A$27.38, implying 31.2% undervaluation. The firm's acquisition of the Hemi project and a strong 10-year reserve-backed production profile underpin long-term growth prospects. However, this outlook depends heavily on successful large capital projects and stable gold prices, with risks from cost overruns and commodity volatility. Investors face a trade-off between potential rewards and risks amid the leadership change and recent price weakness.

Latest articles

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

23 May 2026
The Dow closed at a record 50,579.70 on Friday, while the S&P 500 notched its eighth straight weekly gain. After-hours trading saw SPY, QQQ, DIA, and IWM all move lower. U.S. markets will be closed Monday for Memorial Day. Investors await Thursday’s inflation data.
IREN Stock Pauses as Nvidia Rally Cools Before Holiday

IREN Stock Pauses as Nvidia Rally Cools Before Holiday

23 May 2026
IREN shares fell 2.1% to $56.83 Friday, ending a two-day rally but closing the week up 7.4%. The stock’s moves follow a $3.4 billion AI cloud deal with Nvidia and a $3 billion convertible note offering. March-quarter revenue dropped to $144.8 million, with a net loss of $247.8 million. U.S. markets close Monday for Memorial Day; trading resumes Tuesday.
AXT stock reaches record; investors weigh risk to rally

AXT stock reaches record; investors weigh risk to rally

23 May 2026
AXT shares jumped 16.37% to $140.83 on Friday, hitting a 52-week high and trading above all recent analyst targets. The surge followed strong demand for AI-linked optical networking hardware and a sharp rise in indium phosphide orders. First-quarter revenue climbed to $26.9 million, with gross margin turning positive. Management forecast Q2 profitability and a backlog over $100 million.
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