Today: 23 May 2026
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Electric Vehicles 1 April 2026 - 7 May 2026

QuantumScape Stock Jumps Toward $8 as Battery Bet Faces Its Big 2026 Test

QuantumScape Stock Jumps Toward $8 as Battery Bet Faces Its Big 2026 Test

QuantumScape shares rose to $7.95 Wednesday, up 70 cents, after the company said it began producing initial volumes of QSE-5 solid-state battery cells at its new Eagle Line pilot facility in San Jose. The company reported a first-quarter net loss of $100.8 million and said it has not yet generated revenue from principal operations. QuantumScape continues to work with Volkswagen Group’s PowerCo and other major automakers on testing.
7 May 2026
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Rivian Stock Slides as Smaller Federal Loan Puts Its R2 SUV Bet Under the Microscope

Rivian Stock Slides as Smaller Federal Loan Puts Its R2 SUV Bet Under the Microscope

Rivian shares fell 5.7% to $15.47 after the company said its federal loan for a Georgia factory would be cut to $4.5 billion. First-quarter revenue rose 11% to $1.38 billion, with a net loss of $416 million. Rivian kept its 2026 delivery forecast and reported 10,236 vehicles produced in Q1. Volkswagen invested $1 billion after software milestones; Uber-linked SMB Holding agreed to invest up to $1.25 billion.
1 May 2026
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ON Semiconductor Stock Jumps as Geely and NIO Deals Put 900V EV Chips in Focus

ON Semiconductor Stock Jumps as Geely and NIO Deals Put 900V EV Chips in Focus

ON Semiconductor shares jumped 8% Wednesday after announcing expanded silicon carbide chip deals with Geely Auto Group and NIO Inc., both focused on 900-volt electric vehicle platforms. The company’s market value reached about $41.2 billion ahead of first-quarter results due May 4. Investors are watching whether new auto-chip wins can offset uneven demand.
29 April 2026
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BYD Profit Tumbles 55% as China EV Price War Hits Tesla Rival

BYD Profit Tumbles 55% as China EV Price War Hits Tesla Rival

BYD reported a 55% drop in first-quarter net profit to 4.08 billion yuan and an 11.8% fall in revenue to 150.23 billion yuan, citing weaker sales and heavy discounting in China. New energy vehicle sales fell 30% year-on-year to 700,463 units, though March exports reached 120,083. The earnings report was released after market close; full market reaction is expected Wednesday.
28 April 2026
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Lucid Stock Hits Fresh Low as Uber and Saudi Cash Fail to Calm Wall Street

Lucid Stock Hits Fresh Low as Uber and Saudi Cash Fail to Calm Wall Street

Lucid Group shares hit a 52-week low of $5.83 as investors focused on dilution and weak Q1 revenue ahead of the May 5 earnings call. The company raised about $1.05 billion from a stock sale, Uber, and a Saudi PIF affiliate, but delivered only 3,093 vehicles in Q1 after Gravity SUV delays. Lucid expects Q1 revenue of $280–$284 million and an operating loss near $1 billion.
28 April 2026
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Geely’s 6.5 Million-Car Plan Puts China’s BYD Rivalry On A Global Fast Track

Geely’s 6.5 Million-Car Plan Puts China’s BYD Rivalry On A Global Fast Track

Geely sold 709,358 vehicles in Q1 2026, its highest ever for the period, with exports up 126% to 203,024 units. China’s EV exports reached $21 billion in Q1, up from $12 billion a year earlier, after the Iran war disrupted oil flows. Geely aims to sell over 6.5 million vehicles annually by 2030, with three-quarters as new energy vehicles. BYD’s domestic sales have fallen for seven months as rivals gain ground.
27 April 2026
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BMW AG’s China Fight Just Got Harder as Neue Klasse EVs Take Beijing

BMW AG’s China Fight Just Got Harder as Neue Klasse EVs Take Beijing

BMW unveiled China-specific electric models, the iX3 Long Wheelbase and i3 Long Wheelbase, at Auto China 2026 amid a 10% drop in its China sales for Q1. The new models, part of BMW’s Neue Klasse platform, offer up to 1,000 km range under China’s CLTC test. Chinese competitors Geely and Nio are intensifying pressure on German premium brands. The new 7 Series with Neue Klasse tech launches globally in July 2026.
26 April 2026
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Rivian’s R2 Moment Is Here, and Traders Are Betting the Next Move Could Be Sharp

Rivian’s R2 Moment Is Here, and Traders Are Betting the Next Move Could Be Sharp

Rivian has begun production of its R2 SUV at its Illinois plant, days before reporting first-quarter results on April 30. The new model targets a lower price point, with the base version set to launch around $45,000 in 2027. Options traders are bracing for a sharp move in the stock, which last traded near $16.50. A recent tornado damaged part of the factory roof, but Rivian said production plans remain unchanged.
25 April 2026
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Lucid Stock (LCID) Slides to New Low as Uber Robotaxi Bet Fails to Calm Dilution Fears

Lucid Stock (LCID) Slides to New Low as Uber Robotaxi Bet Fails to Calm Dilution Fears

Lucid Group shares fell 9.26% to $6.27 on Thursday, hitting a new low despite a recent $1.05 billion financing package backed by Uber and a Saudi PIF affiliate. The company is seeking approval to add 23.5 million shares to its stock incentive plan. Preliminary first-quarter results show up to $284 million in revenue and a loss of up to $1.005 billion. Investors remain concerned about dilution and ongoing losses.
24 April 2026
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Lucid Group stock tumbles as Uber stake fails to ease funding worries

Lucid Group stock tumbles as Uber stake fails to ease funding worries

Lucid Group shares fell 9.6% to $6.25 Thursday after Uber disclosed an 11.52% stake, totaling 37.75 million shares, in a regulatory filing. The drop followed Lucid’s $1.05 billion capital raise last week, including $500 million from Uber and $550 million from Saudi Arabia’s PIF affiliate. Lucid produced 5,500 vehicles and delivered 3,093 in Q1, missing estimates after a supplier issue halted Gravity SUV deliveries.
23 April 2026
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Tesla Earnings Surprise: $1.4 Billion Cash Flow Steals Focus From Revenue Miss

Tesla Earnings Surprise: $1.4 Billion Cash Flow Steals Focus From Revenue Miss

Tesla reported $1.44 billion in free cash flow for the first quarter, sending shares up 3.4% in late trading, despite revenue of $22.39 billion missing Wall Street estimates. Vehicle deliveries rose 6% to 358,023 but lagged forecasts, while global inventory climbed to 27 days of supply. Net income rose 17% to $477 million. Tesla ended the quarter with $44.74 billion in cash and short-term investments.
22 April 2026
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Tesla’s U.S. Solar Bet Faces China Export Threat as Energy Arm Becomes More Profitable Than Cars

Tesla’s U.S. Solar Bet Faces China Export Threat as Energy Arm Becomes More Profitable Than Cars

China is considering export restrictions on advanced solar-manufacturing equipment to the U.S., potentially affecting Tesla’s plans for new factories, sources told Reuters. Tesla aims to buy $2.9 billion in solar-panel equipment from China and expand U.S. solar production. China produces over 80% of global solar panel components. No final decision has been made, and consultations remain preliminary.
16 April 2026
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Tesla Revives Cheaper EV Push With New Compact SUV as Sales Pressure Builds

Tesla Revives Cheaper EV Push With New Compact SUV as Sales Pressure Builds

Tesla is developing a lower-cost compact SUV, with initial production planned for Shanghai, Reuters reported Thursday. The company built 408,386 vehicles and delivered 358,023 in the first quarter, leaving its widest gap in at least four years. Reuters said the new SUV likely will not reach production this year. Tesla did not respond to questions about the project.
9 April 2026
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NIO ES9 Price Starts at 528,000 Yuan as Flagship SUV Bet Faces China EV Slump

NIO ES9 Price Starts at 528,000 Yuan as Flagship SUV Bet Faces China EV Slump

NIO opened pre-orders for its ES9 flagship SUV Thursday, pricing it at 528,000 yuan with battery or 420,000 yuan under its Battery-as-a-Service plan. March deliveries rose 136% year-on-year, but NIO’s U.S. shares fell 4.9% after the announcement. The ES9 enters a shrinking premium SUV market in China, competing with Li Auto and Aito. CEO William Li warned chip shortages could add up to 10,000 yuan per vehicle.
9 April 2026
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Tesla Stock Drops After Q1 Deliveries Miss and 50,000-Vehicle Gap Raises Fresh Demand Questions

Tesla Stock Drops After Q1 Deliveries Miss and 50,000-Vehicle Gap Raises Fresh Demand Questions

Tesla delivered 358,023 vehicles in Q1, missing analyst estimates and sending shares down 4.2%. Production outpaced deliveries by over 50,000 vehicles, signaling rising inventory. China-made Model 3 and Model Y sales climbed, but Tesla’s China EV market share slipped to 8%. Analysts have cut 2026 delivery growth forecasts, raising concerns about future cash flow.
2 April 2026
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Tesla Sales Rebound in Europe as France Registrations Triple Ahead of Q1 Deliveries

Tesla Sales Rebound in Europe as France Registrations Triple Ahead of Q1 Deliveries

Tesla’s new-car registrations in France surged 203% to 9,569 in March, with sharp gains also reported in Norway, Sweden, and Denmark. Industry data showed first-quarter registrations rose in France, Norway, Sweden, Denmark, and Spain, but fell 23% in the Netherlands. Tesla is set to report first-quarter deliveries Thursday, with analyst estimates in the mid-360,000s, down from the previous quarter.
1 April 2026
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Nio March Deliveries Jump 136% as EV Maker Beats Q1 Goal, Firefly Posts Strong Month

Nio March Deliveries Jump 136% as EV Maker Beats Q1 Goal, Firefly Posts Strong Month

Nio delivered 35,486 vehicles in March, up 136% year-on-year, and 83,465 in the first quarter, slightly above its forecast. The main Nio brand accounted for most sales, with Firefly reaching 6,119 units and surpassing 50,000 cumulative deliveries. Nio’s March total trailed Li Auto and Leapmotor but topped Xpeng. The company plans several model launches in April and May.
1 April 2026
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Tesla Stock Jumps, but Q1 Deliveries Are the Real Test for Elon Musk’s EV Maker

Tesla Stock Jumps, but Q1 Deliveries Are the Real Test for Elon Musk’s EV Maker

Tesla shares climbed 4.6% Tuesday as Wall Street rebounded, but the stock ended the quarter down over 20%. Analysts expect Tesla’s quarterly vehicle deliveries to fall from the previous quarter, with consensus at 365,645. Tesla lost its global EV sales lead to BYD in 2025 and faces slowing growth forecasts. Europe remains tough, with BYD nearly matching Tesla’s market share in February.
1 April 2026
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Stock Market Today

  • Top Stifel Analyst Raises Marvell (MRVL) Stock Price Target Ahead of Q1 Earnings
    May 22, 2026, 8:46 PM EDT. Marvell Technology (MRVL) is set to report its fiscal Q1 earnings on May 27. The stock has surged 131% year-to-date, reflecting strong demand for its semiconductor products. A leading analyst at Stifel has increased Marvell's price target, citing robust growth prospects and solid market position. Investors are closely watching the earnings announcement for signs of continued momentum in the chipmaker's business amid a volatile tech sector.

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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