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Electric Vehicles 2 January 2026 - 4 January 2026

Rivian (RIVN) Assigned $23 Price Target, Software Strength Supports Margins
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 closed Friday down 2.6% at $438.07 after trading between $435.33 and $462.42. Tesla said fourth-quarter deliveries — vehicles handed to customers — totaled 418,227, including 406,585 Model 3 and Model Y cars, while production reached 434,358; it reported 2025 deliveries of 1,636,129. The company reported record fourth-quarter energy storage deployments of 14.2 gigawatt-hours, a measure of battery capacity, and said 2025 deployments totaled 46.7 GWh. Tesla Investor Relations
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 rose 319.10 points, or 0.66%, to 48,382.39 on Friday and the S&P 500 added 0.19% to 6,858.47, while the Nasdaq slipped 0.03% to 23,235.63, as Wall Street opened 2026 with gains in chipmakers and industrials. Joe Mazzola, head of trading and derivatives strategy at Charles Schwab, said investors have adopted a “buy the dip, sell the rip” mentality. Reuters
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 in Friday’s regular session and traded between $462.42 and $435.33 after the electric-vehicle 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
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Taiwan Semiconductor

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AerCap

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Walt Disney

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American International Group

NYSE: AIG 87 / 100
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