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Electric Vehicles 11 November 2025 - 17 November 2025

Tesla (TSLA) News Today: China Supply Chain Shake-Up, Thiel Trims Stake, AI5 Delay and Divided Wall Street – 17 November 2025

Tesla (TSLA) News Today: China Supply Chain Shake-Up, Thiel Trims Stake, AI5 Delay and Divided Wall Street – 17 November 2025

Tesla shares rose about 2.5% to $414.46 on November 17 after Elon Musk ordered U.S. suppliers to phase out China-made parts within two years. Peter Thiel cut his Tesla stake by over 75% in Q3. Musk said the next-gen AI5 chip is delayed until mid-2027. Wall Street remains split on robotaxi prospects, with price targets ranging from $131 to $509.
Ford Stock Soars in 2025 as Wall Street Backs EV Reset, Hybrids and an Amazon-Powered Digital Pivot

Ford Stock Soars in 2025 as Wall Street Backs EV Reset, Hybrids and an Amazon-Powered Digital Pivot

Ford shares have surged about 32–37% in 2025, outpacing the S&P 500 and trading near a 52-week high around $13.20. Wall Street cites Ford’s shift away from costly EV projects toward profitable trucks and hybrids, despite ongoing multi-billion-dollar EV losses. Analyst targets average $11.73, with most maintaining a “Hold” rating. The stock’s dividend yield remains near 4.5%.
Is NIO (NYSE: NIO) Stock a Buy on 16 November 2025? Record Deliveries, Q4 Profit Push and Lawsuit Risks

Is NIO (NYSE: NIO) Stock a Buy on 16 November 2025? Record Deliveries, Q4 Profit Push and Lawsuit Risks

NIO Inc. shares closed at $6.24 on Nov. 13, down for a sixth straight day and about 20% below last month’s high. The company reported record vehicle deliveries for August, September, and October, but faces a major lawsuit from Singapore’s GIC and ongoing shareholder dilution after a $1.16 billion equity raise. Analyst sentiment and AI forecasts remain cautious ahead of NIO’s Q3 earnings on Nov. 25.
16 November 2025
XPeng (XPEV) Stock on November 16, 2025: Earnings Countdown, Flying Cars and Viral Humanoid Robot

XPeng (XPEV) Stock on November 16, 2025: Earnings Countdown, Flying Cars and Viral Humanoid Robot

XPeng stock surged over 123% year-to-date as Wall Street expects Q3 revenue to more than double and losses to shrink, with options trading hitting record highs ahead of Monday’s results. The company’s humanoid robot “IRON” drew crowds at a Shenzhen mall, while its AeroHT unit began trial production of flying cars, already logging 5,000 pre-orders from overseas markets.
Rivian (RIVN) Today: DA Davidson Lifts Price Target to $15 as CEO Pay Plan, AI Day and Q3 Momentum Dominate — Nov. 11, 2025

Rivian (RIVN) Stock Today, 15 Nov 2025: Q3 Revenue Jumps 78%, CEO’s New $4.6B Plan, VW Joint Venture Milestones — What It Means for 2026

Rivian shares closed at $15.11 Friday, down 7.9% and 17% below Tuesday’s 52-week high. Q3 revenue jumped 78% to $1.56 billion, with the company posting its first positive gross profit. Management narrowed 2025 delivery guidance after the U.S. EV lease credit expired. CEO RJ Scaringe sold shares Nov. 11 under a 10b5‑1 plan.
Ford (F) Today — Nov. 7, 2025: Lightning Cancellation Report, Ex‑Dividend Trading, and Recall Mailings Shape the Narrative

Ford Stock Forecast: Can NYSE:F Hold Its 2025 Rally After Q3 Beat, EV Reset and New Tariff Tailwinds? (15 November 2025)

Ford closed at $13.19 on Nov. 14, 2025, near its 52-week high, after a year of 37% gains and record Q3 revenue of $50.5 billion. A fire at a key supplier is expected to cut up to 100,000 units of F-Series truck production in Q4, prompting Ford to lower full-year guidance. The company’s electric division remains unprofitable. Market cap stands near $53 billion.
NIO Stock Rollercoaster: Record EV Sales, Lawsuit Shock, and What’s Next for the Tesla Rival

NIO Stock Analysis (November 2025): Record Deliveries Fuel Optimism Amid Profit Push

NIO delivered a record 40,397 vehicles in October 2025, surpassing Tesla’s retail sales in China for the first time. The company’s deliveries rose 92.6% year-on-year, driven by strong demand for its ONVO and FIREFLY brands. Despite rapid growth, NIO posted a Q2 net loss of RMB 4.99 billion and continues to face negative margins and high debt. Cumulative deliveries now exceed 913,000 units.
15 November 2025
Tesla’s Stock Skyrockets on AI Hype – Latest Price Jump, Earnings Shocks & Bold 2025 Forecasts

Tesla Stock Analysis & Forecast (Nov 2025): AI Ambitions Meet EV Market Challenges

Tesla shareholders approved CEO Elon Musk’s $1 trillion pay package on Nov. 6, tying compensation to ambitious targets including 20 million vehicles delivered and a $8.5 trillion market cap by 2035. Despite the vote, Tesla’s October sales plunged in key European markets, with registrations down 89% in Sweden and 86% in Denmark. Musk also announced the Cybercab robotaxi for 2026 and possible AI chip production.
NIO Stock Rollercoaster: Record EV Sales, Lawsuit Shock, and What’s Next for the Tesla Rival

NIO Stock Today (November 14, 2025): UBS Slashes Stake While BNP Paribas Piles In – What It Means for Investors

NIO shares traded near $6.19 on November 14, down about 1% as UBS cut its stake by nearly 59% last quarter, dropping from 70.15 million to 28.78 million shares. BNP Paribas increased its holdings ninefold, becoming the third-largest institutional investor. Over 44 million shares changed hands amid broader market declines and sector pressure. NIO’s Q3 2025 earnings are due November 25.
Battle of the EV Charging Standards: Tesla’s NACS vs. CCS2 vs. CHAdeMO – Who Will Rule the Roads in 2025?

Tesla Stock Today (Nov 13, 2025): TSLA Slumps 6.6% as Powerwall Recall, CarPlay Report, ARK Selling and China Weakness Weigh

Tesla shares fell 6.6% to $401.99 Thursday, erasing year-to-date gains after the company recalled about 10,500 Powerwall 2 batteries in the U.S. over overheating risks. The stock traded between $396.58 and $432.00 on heavy volume. ARK Invest trimmed its Tesla stake for a fourth straight session. Broader tech selling and weak China sales added pressure.
Lucid Group (LCID) Slides Again as $875 Million Convertible Notes Trigger Price Target Cut to $30 — What Investors Need to Know Today

Lucid Group (LCID) Slides Again as $875 Million Convertible Notes Trigger Price Target Cut to $30 — What Investors Need to Know Today

Lucid Group shares fell 5.6% to $15.66 on November 13, extending a three-day slide after announcing an $875 million convertible notes deal and a Benchmark price target cut from $70 to $30. The new notes, due 2031, carry a 7% coupon and could add up to 47 million shares if converted. Investors weighed the fresh liquidity against dilution risk as the stock hovered near its 52-week low.
Rivian (RIVN) Today: DA Davidson Lifts Price Target to $15 as CEO Pay Plan, AI Day and Q3 Momentum Dominate — Nov. 11, 2025

Rivian Stock Today, November 13, 2025: VW Mega‑Deal, CEO Pay Plan and Big Money Flows Shape RIVN Outlook

Volkswagen said its joint venture with Rivian could supply software and electronics for both electric and combustion-engine vehicles, expanding beyond EVs. Rivian shares traded near $17.52 midday, down 2–3% after a 40% rally since early November. Institutional investors showed mixed moves, with some selling and others buying. The JV is backed by up to $5.8 billion from Volkswagen.
Tesla Today (Nov 7, 2025): Shareholders Approve Musk’s $1 Trillion Pay, ‘Terafab’ AI Chip Plan Teased, and China FSD Targeted for Early 2026

Tesla Stock Today, November 13, 2025: TSLA Hovers Near $430 as China Sales Slump and FSD v14 Rolls Out

Tesla shares closed at $430.60 on Thursday, down over 2% after weak China sales and ongoing volatility. October China deliveries fell to 26,006 vehicles, the lowest in three years, with market share dropping to 3.2%. After-hours trading showed TSLA near $428.70. The stock remains up 38% year-over-year, with a market cap near $1.4 trillion.
NIO (NIO) Sets Nov. 25 Q3 Earnings Date; Europe Battery‑Swap Update; CSR Push in UAE — Nov. 12, 2025

NIO (NIO) Sets Nov. 25 Q3 Earnings Date; Europe Battery‑Swap Update; CSR Push in UAE — Nov. 12, 2025

NIO will report Q3 2025 earnings before the U.S. market opens on Nov. 25, with a management call at 7:00 a.m. ET. The company cited 60 battery swap stations in Europe after Sweden approved grid services, while a trade blog reported the closure of NIO’s Slagelse, Denmark site, unconfirmed by NIO. October deliveries topped 40,000 as China’s NEV sales hit new highs. NIO shares traded near $6.42 intraday.
Polestar (PSNYW) today: reverse stock split plan, wider Q3 loss, 9‑month revenue +49% — what it means for warrant holders (Nov 12, 2025)

Polestar (PSNYW) today: reverse stock split plan, wider Q3 loss, 9‑month revenue +49% — what it means for warrant holders (Nov 12, 2025)

Polestar Automotive will execute a reverse stock split after its shares stayed below Nasdaq’s $1 minimum. Q3 revenue rose 36% to $748 million, but net loss widened to $365 million on higher costs and weaker used EV values. Shares dropped up to 17% intraday after the update. The company has until April 29, 2026, to regain compliance with Nasdaq’s listing rule.
12 November 2025
Tesla’s Stock Skyrockets on AI Hype – Latest Price Jump, Earnings Shocks & Bold 2025 Forecasts

Tesla Stock Today (11/11/2025): TSLA Slips as China Sales Hit 3‑Year Low, Musk’s Form 4 Lands, and $60/Day Rentals Go Live

Tesla shares slipped 1.3% to around $439.6 midday Tuesday, trading between $432.36 and $442.49. October China sales dropped to 26,006 units, the lowest in three years, while Shanghai exports climbed. Tesla formalized Elon Musk’s 2025 CEO Performance Award in SEC filings covering 423.7 million restricted shares. Program heads for Cybertruck and Model Y announced departures this week.
Tesla (TSLA) Today — Nov. 11, 2025: China Sales Sink to 3‑Year Low, Model Y & Cybertruck Chiefs Exit, as Musk’s AI Pivot Takes Center Stage

Tesla (TSLA) Today — Nov. 11, 2025: China Sales Sink to 3‑Year Low, Model Y & Cybertruck Chiefs Exit, as Musk’s AI Pivot Takes Center Stage

Tesla’s China retail deliveries fell 35.8% year-over-year in October to 26,006, the lowest in three years, as market share dropped to 3.2%. Model Y chief Emmanuel Lamacchia and Cybertruck lead Siddhant Awasthi both announced departures. Shareholders approved Elon Musk’s performance award, valued near $1 trillion. TSLA traded lower intraday, around $435–$443.
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Stock Market Today

  • Wall Street Eyes Middle East Conflict Impact as Oil Prices Surge, U.S. Stocks Face Risks
    March 21, 2026, 9:07 PM EDT. Wall Street remains tense amid the Middle East conflict, which has pushed international oil prices up by over 40%, sparking fears of higher global inflation and slowed economic growth. The U.S. Federal Reserve ruled out interest rate cuts this year and hinted at possible hikes as the impact of the conflict on the economy stays uncertain. All major U.S. stock indexes have slid for four weeks, with the S&P 500 and Nasdaq hitting lows unseen since September 2025. Rising U.S. Treasury yields above 4.3% are adding pressure on stocks, as higher rates raise borrowing costs and may curb growth. Investors closely watch oil as a leading indicator, while next week's economic data and the CERAWeek energy conference could be pivotal.
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