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Electric Vehicles 17 December 2025 - 20 December 2025

EV Stocks News Today (Dec. 20, 2025): Tesla Delivery Forecasts, Rivian’s AI Pivot, and Policy Shifts Reset the 2026 Outlook

EV Stocks News Today (Dec. 20, 2025): Tesla Delivery Forecasts, Rivian’s AI Pivot, and Policy Shifts Reset the 2026 Outlook

The Delaware Supreme Court restored Elon Musk’s 2018 Tesla pay package, now valued at $139 billion, easing a major governance overhang. U.S. EV sales are projected to fall 2.1% in 2025, with battery-electric share dropping to 7.8%. Fewer incentives and affordability gaps are shifting EV stock narratives away from straight-line adoption.
Rivian Stock (NASDAQ: RIVN) Surges on AI and Autonomy Push: Latest News, Analyst Forecasts, and What Comes Next (Dec. 20, 2025)

Rivian Stock (NASDAQ: RIVN) Surges on AI and Autonomy Push: Latest News, Analyst Forecasts, and What Comes Next (Dec. 20, 2025)

Rivian shares surged to $22.45 after analyst upgrades from Baird and Wedbush, both raising price targets to $25 on optimism over the R2 platform and autonomy roadmap. The company’s Autonomy & AI Day on December 11 featured the debut of its in-house autonomy chip. Despite the rally, consensus price targets remain below current trading levels.
MCE Holdings Outlook (Dec 20, 2025): HLIB Keeps “Buy” as New Revenue Streams, Auto Hub and Perodua EV Supply Chain Set Up a Stronger 2026

MCE Holdings Outlook (Dec 20, 2025): HLIB Keeps “Buy” as New Revenue Streams, Auto Hub and Perodua EV Supply Chain Set Up a Stronger 2026

MCE Holdings reported a 13.6% drop in 1QFY2026 net profit to RM4.19 million, with revenue down 4.6% to RM39.52 million, citing reduced orders and higher transition costs. No dividend was declared. Shares last traded at RM1.54. Hong Leong Investment Bank maintained its BUY call, expecting new revenue streams and model launches to boost upcoming quarters.
MCE Holdings Outlook: Perodua QV-E Battery Leasing Raises Near‑Term Questions, but New Revenue Streams Point to Stronger Quarters

MCE Holdings Outlook: Perodua QV-E Battery Leasing Raises Near‑Term Questions, but New Revenue Streams Point to Stronger Quarters

Perodua expanded QV-E EV bookings from nine to 34 outlets across Peninsular Malaysia on 19 December 2025, responding to buyer feedback and aiming to ease adoption of its new battery leasing model. MCE Holdings’ shares fell from RM1.91 in October to RM1.56 amid market caution over early EV uptake, despite analysts citing new revenue streams and Perodua’s EV platform as long-term positives.
20 December 2025
Rivian Replaces Nvidia With Its Own AI Chip as Hands-Free Driving Expands: What It Means for the R2 and RIVN Stock in 2026

Rivian Replaces Nvidia With Its Own AI Chip as Hands-Free Driving Expands: What It Means for the R2 and RIVN Stock in 2026

Rivian will replace Nvidia’s Drive Orin chips with its own RAP1 autonomy processor in future vehicles, aiming for tighter control over cost and technology. The custom chip, built by TSMC, will power Rivian’s next-gen driver assistance systems. Wall Street responded with analyst upgrades, citing autonomy and vertical integration as key factors. Comparisons with Nvidia’s performance remain complex due to differing technical metrics.
Tesla Stock Today (Dec. 19, 2025): TSLA Holds Near $483 as Regulators, Robotaxi Momentum, and New Price Targets Shape the Outlook

Tesla Stock Today (Dec. 19, 2025): TSLA Holds Near $483 as Regulators, Robotaxi Momentum, and New Price Targets Shape the Outlook

Tesla shares traded near $483 Friday morning, flat after a volatile week that saw highs near $495. Italy’s competition authority closed probes into Tesla and other automakers over EV performance claims without issuing fines. In the U.S., California regulators moved to suspend Tesla’s sales licenses over “Autopilot” marketing but put the order on hold.
Rivian Stock (RIVN) Surges on AI, Autonomy, and R2 Momentum: Latest News, Analyst Targets, and 2026 Outlook (Dec. 19, 2025)

Rivian Stock (RIVN) Surges on AI, Autonomy, and R2 Momentum: Latest News, Analyst Targets, and 2026 Outlook (Dec. 19, 2025)

Rivian shares climbed to $20.28 on Dec. 19, 2025, after Baird upgraded the stock to Buy and raised its price target to $25, citing autonomy investments and the upcoming R2 model. The move followed Rivian’s Autonomy & AI Day, where the company unveiled a custom self-driving chip and a paid driver-assist service. Investors remain focused on Rivian’s ability to scale software and control costs.
XPeng Stock (XPEV) News & Forecasts: What Investors Are Watching on Dec. 19, 2025

XPeng Stock (XPEV) News & Forecasts: What Investors Are Watching on Dec. 19, 2025

XPeng shares rose 7.7% in Hong Kong on Dec. 19 after the company announced a deal with EP Manufacturing Berhad to begin assembling G6 SUVs and X9 minivans in Malaysia starting in 2026. The agreement includes a monthly minimum order and first rights for future models. XPeng aims to use Malaysia as a base for ASEAN right-hand-drive markets and to hedge against trade barriers. U.S. ADRs traded higher pre-market.
Lucid Stock (LCID) Today: Latest News, Analyst Forecasts, and What Could Move Lucid Group Shares Next

Lucid Stock (LCID) Today: Latest News, Analyst Forecasts, and What Could Move Lucid Group Shares Next

Lucid Group shares rose 2.9% to $11.45 as of 09:24 UTC on Dec. 19 after both its Gravity SUV and Air sedan made Car and Driver’s 10Best lists for 2026. The company is ramping Gravity SUV production and launched a certified pre-owned program, but continues to face cash burn and supply constraints. Lucid stock hit a 52-week low of $11.46 on Dec. 16 amid ongoing investor concerns over profitability.
Bosch Limited Stock (BOSCHLTD) on Dec. 19, 2025: Share Price Slips, EV Push Builds, and Analysts Debate Valuation

Bosch Limited Stock (BOSCHLTD) on Dec. 19, 2025: Share Price Slips, EV Push Builds, and Analysts Debate Valuation

Bosch Limited shares traded at ₹35,649 around midday Friday, down 0.75% and marking a fifth consecutive session of declines. The company has scheduled a board meeting for February 6, 2026, to review quarterly results and announced its trading window will close from January 1 to February 8. Broader auto sector sentiment remained mixed.
Ola Electric Shares Hit Record Low After Bhavish Aggarwal Stake Sale; ₹260-Crore Loan Repaid, Pledge Overhang Ends

Ola Electric Shares Hit Record Low After Bhavish Aggarwal Stake Sale; ₹260-Crore Loan Repaid, Pledge Overhang Ends

Ola Electric shares hit a record low of ₹30.76 on December 18, dropping over 4.5% intraday after founder Bhavish Aggarwal sold 2.83 crore shares for about ₹90.3 crore. The three-day selloff totaled 2.2% of the company, worth over ₹324 crore. The company said the sales aimed to clear a ₹260-crore promoter loan, not signal a change in control. The stock now trades nearly 59% below its IPO price.
Ford Stock (NYSE: F) Today: EV Strategy Reset, LG Battery Deal Cancellation, and What Analysts Forecast for 2026

Ford Stock (NYSE: F) Today: EV Strategy Reset, LG Battery Deal Cancellation, and What Analysts Forecast for 2026

Ford stock fell 2.6% to $13.31 Thursday after the company confirmed it canceled a $6.5 billion EV battery supply deal with LG Energy Solution. Ford also disclosed a $19.5 billion charge tied to its EV strategy overhaul, with about $5.5 billion in expected cash impact through 2027. LGES shares dropped sharply on the news.
EV Stocks Today: Tesla Faces California Sales Threat as Ford Pulls Back on Batteries and the EU Softens 2035 EV Rules (Dec. 18, 2025)

EV Stocks Today: Tesla Faces California Sales Threat as Ford Pulls Back on Batteries and the EU Softens 2035 EV Rules (Dec. 18, 2025)

California regulators threatened to suspend Tesla’s vehicle sales license for 30 days unless it changes marketing of “Autopilot” and “Full Self-Driving.” Ford canceled a major battery supply deal, hitting LG Energy Solution shares in South Korea. Europe delayed parts of its 2035 all-electric vehicle mandate, allowing more hybrid sales. Investors are watching for further policy shifts and market volatility.
EV Stocks Today (Dec. 17, 2025): Tesla Slides After Record High, QuantumScape’s Automaker Deal Steals the Spotlight, Ford Signals EV Pullback

EV Stocks Today (Dec. 17, 2025): Tesla Slides After Record High, QuantumScape’s Automaker Deal Steals the Spotlight, Ford Signals EV Pullback

Tesla hit a record intraday high before falling 4.6% to $467.26 as tech stocks slid on renewed AI concerns. QuantumScape announced a joint development deal with a top global automaker. Ford canceled a European battery supply agreement with LG Energy Solution. The Nasdaq closed down 1.8%, dragging most U.S.-listed EV stocks lower.
QuantumScape (QS) Stock Today: New Top-10 Automaker Deal, Nasdaq Listing Switch, Insider Filings, and Analyst Forecasts (Dec. 17, 2025)

QuantumScape (QS) Stock Today: New Top-10 Automaker Deal, Nasdaq Listing Switch, Insider Filings, and Analyst Forecasts (Dec. 17, 2025)

QuantumScape shares rose on Dec. 17 after the company announced a joint development agreement with an unnamed Top-10 global automaker. The stock traded between $10.90 and $12.01, closing at $11.22 with volume near 13.6 million shares. The deal marks QuantumScape’s latest commercial milestone as it seeks broader industry adoption of its solid-state battery technology.
EV Stocks Today (Dec. 17, 2025): Tesla’s California Autopilot Case, Ford’s $6.5B Battery Deal Exit, and Fresh Catalysts for EVgo, QuantumScape, Rivian, and Lucid

EV Stocks Today (Dec. 17, 2025): Tesla’s California Autopilot Case, Ford’s $6.5B Battery Deal Exit, and Fresh Catalysts for EVgo, QuantumScape, Rivian, and Lucid

Tesla shares fell 2.5% to $477.59 by midday after California’s DMV paused a 30-day suspension of the company’s sales and manufacturing licenses over “Autopilot” marketing. Ford dropped 2.1% after scrapping a major battery supply deal. Rivian and QuantumScape rose 1.3% and 3%, respectively. Broader EV stocks moved on regulatory and policy headlines.
Tesla Stock (TSLA) Hits Fresh Records as Robotaxi Momentum Meets California DMV Risk — News, Forecasts and Analyst Outlook for Dec. 17, 2025

Tesla Stock (TSLA) Hits Fresh Records as Robotaxi Momentum Meets California DMV Risk — News, Forecasts and Analyst Outlook for Dec. 17, 2025

Tesla shares closed at a record $489.88 on Tuesday after Elon Musk confirmed driverless robotaxi testing in Austin. California regulators ruled Tesla’s “Autopilot” marketing is misleading, giving the company a deadline to address the issue or risk a temporary sales suspension in the state. Vehicle sales remain Tesla’s main revenue source.
Ford Stock (NYSE: F) News Today: $19.5B EV Reset, LG Battery Deal Cancellation, and 2026 Forecasts (Dec. 17, 2025)

Ford Stock (NYSE: F) News Today: $19.5B EV Reset, LG Battery Deal Cancellation, and 2026 Forecasts (Dec. 17, 2025)

Ford shares traded near $13.67 Wednesday after the company took a $19.5 billion EV-related charge and canceled a $6.5 billion battery supply deal with LG Energy Solution. Ford is shifting away from large battery-electric vehicles, focusing instead on hybrids and battery storage for data centers. The company cited weaker EV demand and changing U.S. policy. Investors showed a mixed reaction to the news.
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Stock Market Today

  • Crane NXT ITT Secures 97% Stake in Antares Vision, Forcing Delisting from Euronext Milan
    March 22, 2026, 1:43 AM EDT. Crane NXT Inspection and Tracking Technologies S.p.A. has increased its stake in Antares Vision S.p.A. to approximately 97%, surpassing the threshold for mandatory delisting from Euronext Milan's STAR segment. The Italian inspection and tracking technologies firm acquired over 15 million shares through a combination of a public tender offer and market purchases at €5.00 each. This transaction marks a significant consolidation of control, transitioning Antares Vision into a privately held company and limiting access for minority shareholders. The move follows a 'Hold' rating with a €5.00 price target from analysts, capping a market capitalization near €360 million. Antares Vision specializes in product traceability and supply chain transparency, serving regulated industries with advanced inspection solutions.
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