Today: 2 May 2026
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Electric Vehicles 12 March 2026 - 28 March 2026

VinFast Stock Price Jumps 5% as VFS Rally Builds Despite Loss Concerns (Reuters)

VinFast Stock Price Jumps 5% as VFS Rally Builds Despite Loss Concerns (Reuters)

VinFast Auto (VFS) shares rose over 5% Friday to $3.39, capping an 18.5% gain for the week after reporting 2025 preliminary results showing EV deliveries doubled to 196,919 and revenue up 105.4%. The company’s Q4 net loss widened to about $1.4 billion, with gross margin at negative 39.9%. About 33% of Q4 deliveries went to affiliated entities. VinFast expects to file its audited annual report by April 30.
28 March 2026
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Tesla Stock Falls as New Delivery Forecast Raises Fresh Demand Questions

Tesla Stock Falls as New Delivery Forecast Raises Fresh Demand Questions

Tesla shares fell 1.4% to $366.75 Friday after the company’s analyst consensus showed 2026 vehicle deliveries dropping to 1.689 million, down from January’s 1.723 million estimate. First-quarter deliveries slid to 365,645 vehicles, below the previous quarter’s 418,227. The Nasdaq dropped 1.33% amid Middle East tensions and rising oil prices. Tesla lost the global EV sales lead to BYD in 2025 after a second year of declines.
27 March 2026
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NIO Stock Price Falls as Nasdaq Correction Bites and March Delivery Hurdle Looms

NIO Stock Price Falls as Nasdaq Correction Bites and March Delivery Hurdle Looms

NIO’s U.S.-listed shares fell 3.8% to $5.56 Thursday as the Nasdaq entered correction territory and oil prices surged on Middle East concerns. The drop erased part of a post-earnings rally after NIO reported its first quarterly net profit and forecast break-even in 2026. NIO must deliver 32,000 to 35,000 vehicles in March to meet its Q1 guidance. Broader EV stocks also declined amid inflation fears and market uncertainty.
26 March 2026
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Tesla Stock Today: TSLA Slips as Europe Rebound Collides With Delivery Fears

Tesla Stock Today: TSLA Slips as Europe Rebound Collides With Delivery Fears

Tesla shares fell 1.1% to $381.62 in premarket trading Thursday after closing at $385.95. Wall Street has cut 2026 delivery growth forecasts to 3.8%, citing weakness in key markets. February EU registrations rose 11.8%, ending a 13-month decline, but BYD remained ahead. U.S. regulators last week escalated a probe into 3.2 million Tesla vehicles over Full Self-Driving safety concerns.
26 March 2026
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Tesla Stock Price Today: TSLA Rises on Europe Sales Rebound, but BYD and Zoox Keep Pressure On

Tesla Stock Price Today: TSLA Rises on Europe Sales Rebound, but BYD and Zoox Keep Pressure On

Tesla shares rose nearly 1% Tuesday after data showed an 11.8% jump in February European registrations, ending a 13-month decline. TSLA traded at $384.46 in late-morning New York. BYD’s sales more than doubled in Europe, matching Tesla’s 1.8% market share. U.S. regulators escalated a probe into 3.2 million Tesla vehicles with Full Self-Driving, raising the risk of a recall.
24 March 2026
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NIO Stock Jumps to $5.82 as Wall Street Rally Lifts China EV Shares

NIO Stock Jumps to $5.82 as Wall Street Rally Lifts China EV Shares

NIO Inc. shares rose 38 cents to $5.82 in late U.S. trading Monday as Wall Street rebounded after President Trump delayed strikes on Iranian power plants. Nearly 48.9 million NIO shares traded hands. The Chinese EV maker reported its first quarterly net profit this month but warned a chip shortage could disrupt production. February deliveries rose 57.6% year-on-year to 20,797 vehicles.
23 March 2026
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NIO Stock Price Slides Even After First Profit as Xpeng Warning Hits China EVs

NIO Stock Price Slides Even After First Profit as Xpeng Warning Hits China EVs

NIO’s U.S.-listed ADRs fell 7.8% to $5.43 Friday, tracking declines in Chinese EV stocks after Xpeng warned revenue would miss forecasts. NIO had recently reported its first quarterly net profit and forecast strong deliveries, but demand concerns and chip shortages persist. February deliveries rose 57.6% year-on-year. The company aims to expand overseas despite supply risks.
21 March 2026
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Rivian Stock Price Today: RIVN Slides as Wall Street Weighs Uber’s $1.25 Billion Robotaxi Bet

Rivian Stock Price Today: RIVN Slides as Wall Street Weighs Uber’s $1.25 Billion Robotaxi Bet

Rivian shares dropped 6% to $15.21 Friday after Uber announced a robotaxi partnership worth up to $1.25 billion. Uber or its partners plan to buy at least 10,000 autonomous R2 vehicles, with possible expansion to 40,000 more. Rivian said increased R&D spending means it no longer expects adjusted core profit in 2027. Only the first $300 million of Uber’s investment is guaranteed, with the rest tied to milestones.
20 March 2026
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NIO Stock Price Rises as Shares Buck Tesla-Led Selloff After First-Ever Profit

NIO Stock Price Rises as Shares Buck Tesla-Led Selloff After First-Ever Profit

NIO Inc.'s U.S.-listed shares rose 1.2% to $5.89 on Thursday, breaking a two-day decline despite low trading volume. The move followed the company's first-ever quarterly net profit and a forecast of up to 83,000 vehicle deliveries for Q1. Tesla fell 3.2% after a regulatory probe, while XPeng and Li Auto posted modest gains. NIO remains 26.6% below its 52-week high.
20 March 2026
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Tesla Stock Price Today: TSLA Holds Gains After U.S. Confirms $4.3 Billion LG Battery Deal

Tesla Stock Price Today: TSLA Holds Gains After U.S. Confirms $4.3 Billion LG Battery Deal

Tesla and LG Energy Solution signed a $4.3 billion deal to build a lithium iron phosphate battery-cell plant in Lansing, Michigan, with production set for 2027. Tesla shares rose to $396.35 midday Tuesday after the U.S. government confirmed the agreement. The new facility will supply batteries for Tesla’s Megapack 3 systems. Tesla faces negative cash flow forecasts and unresolved supply issues despite growth in its energy storage business.
17 March 2026
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NIO Stock Today: Shares Slip After Three-Day Rally as Profit Turnaround Faces First Test

NIO Stock Today: Shares Slip After Three-Day Rally as Profit Turnaround Faces First Test

NIO Inc. shares slipped 0.7% to $5.99 in U.S. trading Tuesday after posting its first quarterly profit, with net income of RMB282.7 million on a 75.9% revenue jump. Fourth-quarter deliveries rose 71.7% to 124,807 vehicles. CEO William Bin Li warned a chip shortage could raise costs or halt production. NIO must deliver 32,000 to 35,000 vehicles in March to meet its first-quarter target.
17 March 2026
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Nio Stock Climbs Again After HSBC Upgrade as First-Ever Profit Reshapes 2026 Outlook

Nio Stock Climbs Again After HSBC Upgrade as First-Ever Profit Reshapes 2026 Outlook

Nio shares climbed to $6.14 in New York after HSBC upgraded the Chinese EV maker and raised its price target to $6.80. Nio posted a Q4 net profit of 122.4 million yuan on revenue of 34.65 billion yuan, with vehicle margin at 18.1%. The company guided Q1 deliveries of 80,000 to 83,000 vehicles, up nearly double from a year earlier. CEO William Li warned chip shortages and higher costs could disrupt production.
16 March 2026
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Rivian Stock Price Falls Again After R2 SUV Reveal Raises Pressure on 2026 Growth

Rivian Stock Price Falls Again After R2 SUV Reveal Raises Pressure on 2026 Growth

Rivian shares fell 2.8% to $14.86 after the company priced its first R2 SUV at $57,990, higher than the $45,000 entry model promised for late 2027. The rollout starts with a high-performance trim this spring, with cheaper versions delayed. Rivian reported a $3.65 billion net loss on $5.39 billion revenue in 2025 and expects up to $2.05 billion in capital spending this year.
13 March 2026
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Ford Stock Falls Today as Honda’s EV Charge Rekindles Doubts Over Ford Turnaround

Ford Stock Falls Today as Honda’s EV Charge Rekindles Doubts Over Ford Turnaround

Ford shares fell 2% to $11.80 Friday, underperforming a Wall Street rebound, after renewed scrutiny of its $19.5 billion EV writedown and ongoing industry losses. The stock remains pressured by a $11.1 billion fourth-quarter net loss, higher tariffs, and rising oil prices. Ford plans new hybrids and a $30,000 EV pickup, but faces questions on affordability and upcoming safety hearings on BlueCruise crashes.
13 March 2026
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Tesla Stock Price Today: TSLA Rises on UK Power License, Even as Delivery Warnings Mount

Tesla Stock Price Today: TSLA Rises on UK Power License, Even as Delivery Warnings Mount

Tesla shares rose 0.6% to $397.41 Friday after Britain approved Tesla Energy Ventures as an electricity supplier. Analysts cut 2026 vehicle delivery growth forecasts to 3.8% and now expect about $5.19 billion in negative free cash flow. Tesla reported $44.06 billion in cash at the end of 2025 but plans over $20 billion in capital spending this year. UK Tesla vehicle sales fell 8.9% in 2025.
13 March 2026
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Tesla Stock Slips Despite China Sales Jump as Wall Street Cuts 2026 Forecasts

Tesla Stock Slips Despite China Sales Jump as Wall Street Cuts 2026 Forecasts

Tesla shares dropped 0.6% to $405.35 Thursday after warnings about 2026 deliveries and cash burn, despite a 91% jump in February China-made sales. Analysts now expect Tesla’s free cash flow to turn negative in 2026, with Wall Street forecasting a $5.19 billion deficit. The company plans over $20 billion in capital spending this year. Delivery growth forecasts for 2026 have been halved to 3.8%.
12 March 2026
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Stock Market Today

  • Warren Buffett Cuts Amazon Stake by 77% Ahead of Berkshire CEO Transition
    May 2, 2026, 8:04 AM EDT. Warren Buffett retired as Berkshire Hathaway CEO on Dec. 31, 2025, handing over to Greg Abel. Before stepping down, Buffett sold 77% of Berkshire's Amazon shares, reducing the position by 7.7 million shares worth about $1.7 billion. Amazon, a leader in e-commerce and cloud services via AWS, remains influential, but Buffett's value investing approach likely spurred the sale due to Amazon's high valuation. Berkshire's market moves signal a cautious stance amid rich market conditions, with the S&P 500 near its second-highest valuation since 1871.

Latest article

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

Beyond ChatGPT And Nvidia: 3 Technologies Wall Street May Have To Reprice Before 2026 Ends

2 May 2026
The S&P 500 and Nasdaq closed at record highs Friday as Alphabet, Amazon, Meta, and Microsoft projected 2026 AI spending above $700 billion. Meta shares dropped nearly 10% after raising its capital-spending outlook, while Alphabet rose on strong Google Cloud revenue. Meta acquired Assured Robot Intelligence, expanding into robotics AI. Google began selling its AI chips directly to customers, challenging Nvidia.
Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

2 May 2026
Seagate shares rose 7.9% and Sandisk jumped 8.3% Friday, while Western Digital slipped 0.6%. Sandisk reported Q3 revenue up 251% to $5.95 billion and signed $42 billion in long-term supply deals. Western Digital’s Q3 revenue climbed 45% to $3.34 billion, topping analyst estimates. Seagate forecast Q4 revenue of $3.45 billion, citing AI-driven demand.
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