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Electric Vehicles 31 December 2025 - 2 January 2026

Rivian (RIVN) Assigned $23 Price Target, Software Strength Supports Margins
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 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
BYD stock slips in Shenzhen after sales growth slows to a five-year low

BYD stock slips in Shenzhen after sales growth slows to a five-year low

BYD Co said in a stock filing on Thursday that 2025 vehicle sales rose 7.73% to 4.6 million units, its weakest growth in five years as competition in China’s electric-vehicle market intensified. The filing showed December sales fell 18.3% from a year earlier and the Shenzhen-listed stock last closed down 2.04% at 97.72 yuan. BYD has cut prices on more than 20 models and rolled out new tech features, but rivals including Geely and Leapmotor have kept pressure on the market leader.
Polestar stock jumps as BBVA discloses 8.4% stake and Geely backstop details surface

Polestar stock jumps as BBVA discloses 8.4% stake and Geely backstop details surface

Polestar Automotive Holding UK PLC shares rose 4.4% to $20.38 in morning trading on Wednesday after a regulatory filing showed Banco Bilbao Vizcaya Argentaria held an 8.4% stake. The bank reported beneficial ownership of 7,755,946 Class A American Depositary Shares as of Dec. 23 and disclosed a put option arrangement tied to Geely affiliates. SEC
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Taiwan Semiconductor

NYSE: TSM 96 / 100
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AerCap

NYSE: AER 95 / 100
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Constellation Energy

NASDAQ: CEG 93 / 100
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Walt Disney

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American International Group

NYSE: AIG 87 / 100
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