Today: 23 May 2026
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Electric Vehicles 30 December 2025 - 2 January 2026

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

NIO delivered a record 48,135 vehicles in December 2025, up 54.6% from a year earlier, bringing full-year deliveries to 326,028 and cumulative deliveries to 997,592. The company’s main NIO brand saw a yearly decline, but new Onvo and Firefly models drove growth. CEO William Li said NIO will soon reach its one-millionth vehicle and plans over 1,000 new battery swap stations in 2026. BYD’s December sales dropped 18.3% year-on-year.
EV Stocks Today: BYD’s weakest growth in five years and Tesla deliveries set up Friday’s trade

EV Stocks Today: BYD’s weakest growth in five years and Tesla deliveries set up Friday’s trade

BYD reported 2025 sales rose 7.7% to 4.6 million units, its slowest growth in five years, as December sales fell 18.3%. U.S.-listed Chinese EV makers dropped sharply Wednesday, with Nio down 7.5%, XPeng down 4.7%, and Li Auto down 2%. Tesla fell 1% ahead of its deliveries report due Friday. Nio delivered a record 48,135 vehicles in December, while XPeng and Li Auto also posted gains.
Polestar (PSNY) stock jumps nearly 10% as SEC filings spotlight Geely loan and BBVA stake

Polestar (PSNY) stock jumps nearly 10% as SEC filings spotlight Geely loan and BBVA stake

Polestar shares jumped 9.7% to $21.37 in the last U.S. session of 2025 after SEC filings detailed a $600 million term loan facility with Geely and BBVA’s 8.4% stake with a put option. The loan allows Geely to convert debt into shares at a price tied to recent Nasdaq closes. U.S. markets are closed Thursday for New Year’s Day. Investors await Polestar’s Q4 sales update on Jan. 9.
Tesla stock today slips as TSLA braces for Q4 deliveries after Tesla posts analyst consensus

Tesla stock today slips as TSLA braces for Q4 deliveries after Tesla posts analyst consensus

Tesla shares slipped 0.2% to $453.58 late Wednesday morning as investors awaited the company’s quarterly deliveries report due Friday. Analyst consensus points to a 13% year-on-year drop in fourth-quarter deliveries, with estimates around 432,810 vehicles. South Korea’s L&F sharply reduced its battery-material supply deal with Tesla, citing lower business tied to Tesla’s battery program.
XPeng stock slides 6% today as Chinese EV shares retreat in thin year-end trade

XPeng stock slides 6% today as Chinese EV shares retreat in thin year-end trade

XPeng’s U.S.-listed shares fell 6% to $19.99 by late morning in New York on Wednesday, while NIO dropped 9.5% and Li Auto slid 4.8%. Traders cited thin year-end liquidity and awaited January delivery data and details on China’s updated EV subsidies. XPeng’s ADRs traded between $19.87 and $20.54, with volume near 3.9 million shares. Broader U.S. stocks also slipped ahead of the New Year’s holiday.
Rivian stock slips in premarket as Tesla delivery report looms on year-end session

Rivian stock slips in premarket as Tesla delivery report looms on year-end session

Rivian shares slipped 0.7% to $19.46 in premarket trading Wednesday after a 5.2% drop Tuesday. Tesla and Lucid also traded lower ahead of Tesla’s quarterly delivery report due Friday. Thin year-end trading and the upcoming New Year’s Day market holiday have heightened focus on 2026 EV demand. No new filings or product news moved the stocks in early trade.
NIO stock dips in premarket as China’s 2026 EV trade-in subsidies take shape

NIO stock dips in premarket as China’s 2026 EV trade-in subsidies take shape

NIO’s U.S.-listed shares fell about 3% to $5.33 in premarket trading Wednesday, after rising 3% Tuesday. China advanced 62.5 billion yuan in funding for its 2026 consumer trade-in program, keeping EV subsidies in place but changing subsidy rules. Analysts say the new structure may favor higher-priced models and add uncertainty for mass-market demand. Investors await January delivery data for further signals.
Tesla stock slips in premarket after Tesla posts downbeat delivery consensus ahead of Friday report

Tesla stock slips in premarket after Tesla posts downbeat delivery consensus ahead of Friday report

Tesla shares slipped 0.3% in premarket trading Wednesday after the company published a consensus estimate showing fourth-quarter deliveries of 422,850 vehicles, below other analyst tallies. The move comes ahead of Tesla’s official quarterly report due Friday. The company rarely releases such forecasts publicly. Tesla closed Tuesday at $454.43, down 1.13%.
Rivian stock slips again in premarket after CEO share-sale disclosure, with Tesla deliveries next

Rivian stock slips again in premarket after CEO share-sale disclosure, with Tesla deliveries next

Rivian shares fell 0.9% to $19.42 in premarket trading Wednesday after a 5.2% drop the previous session. CEO R.J. Scaringe sold 17,450 shares on Dec. 23 under a pre-arranged plan, according to a regulatory filing. Investors are awaiting Rivian’s quarterly production and delivery update and Tesla’s delivery report for signs of electric-vehicle demand.
XPeng stock today: XPEV slides in premarket as China trade-in subsidies and new G7 REEV grab attention

XPeng stock today: XPEV slides in premarket as China trade-in subsidies and new G7 REEV grab attention

XPeng shares dropped 4.2% to $20.38 in premarket trading Wednesday, reversing a 3.8% gain from the previous session. The move followed China’s announcement of 62.5 billion yuan in 2026 trade-in subsidies for consumer goods, including new-energy vehicles. CEO He Xiaopeng detailed plans for a range-extended G7 model set to debut in early 2026.
NIO stock steadies in premarket as China rolls out 2026 trade-in subsidies for EVs

NIO stock steadies in premarket as China rolls out 2026 trade-in subsidies for EVs

NIO’s U.S.-listed shares closed up 3% at $5.50 Tuesday on heavy volume, then held steady in early premarket trade as Beijing announced new consumer subsidies for 2026, including up to 20,000 yuan for scrapping old cars and buying new energy vehicles. President Xi Jinping pledged more proactive macro policies next year. XPeng and Li Auto shares also rose.
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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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