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Electric Vehicles News 18 January 2026 - 22 January 2026

Lucid stock jumps on Rockwell Saudi factory deal — here’s what traders watch next

Lucid stock jumps on Rockwell Saudi factory deal — here’s what traders watch next

Lucid shares jumped 13% Wednesday after Rockwell Automation expanded its partnership to supply FactoryTalk MES software for Lucid’s Saudi plant. Rockwell said Lucid will use the software to manage key production areas and train local staff. Investors await Lucid’s Feb. 24 earnings for updates on cash burn and production targets. Rockwell shares rose 3%.
21 January 2026
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Tesla stock slides 4% after Musk flags “agonizingly slow” Cybercab, Optimus ramp

Tesla stock slides 4% after Musk flags “agonizingly slow” Cybercab, Optimus ramp

Tesla shares fell 4.2% to $419.25 in early Wednesday trading after CEO Elon Musk warned that initial production of the Cybercab robotaxi and Optimus robot would be “agonizingly slow.” Investors are watching for Tesla’s Jan. 28 earnings, seeking updates on margins, spending, and autonomy timelines. The company recently cut about 1,700 jobs at its Berlin plant.
21 January 2026
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Tesla stock wobbles as Canada reopens door to China-made EVs — what traders watch next

Tesla stock wobbles as Canada reopens door to China-made EVs — what traders watch next

Tesla shares slipped 0.2% in early New York trading Tuesday as investors reacted to Canada’s new EV import quota, which could allow Tesla to resume shipments of China-made vehicles. Canada will permit up to 49,000 Chinese EVs annually at a 6.1% tariff, but half the quota is reserved for cars under C$35,000, above Tesla’s price range. Tesla and Syrah Resources also extended a graphite supply deadline to March 16, 2026.
20 January 2026
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Tesla stock in focus as Canada cuts China-made EV tariffs — what’s next for EV stocks

Tesla stock in focus as Canada cuts China-made EV tariffs — what’s next for EV stocks

Canada will drop its 100% tariff on China-made EVs, allowing up to 49,000 imports at a 6.1% rate, with half reserved for cars under C$35,000. Tesla shares fell 0.2% to $437.50 Friday ahead of the change. Wall Street was closed Monday for Martin Luther King Jr. Day. Tesla and Syrah Resources extended their graphite supply contract dispute deadline to March 16.
19 January 2026
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Tesla stock: Canada’s tariff U-turn puts Shanghai exports back in play

Tesla stock: Canada’s tariff U-turn puts Shanghai exports back in play

Tesla shares slipped 0.24% to $437.50 Friday after Canada set a new annual quota for China-made EV imports, partially reopening a supply route Tesla used before tariffs. The quota allows 49,000 vehicles, but half must be priced below C$35,000—a level Tesla does not meet. A separate battery-material supply deadline with Syrah Resources was extended to March 2026. U.S. markets are closed Monday for Martin Luther King Jr. Day.
19 January 2026
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CATL stock faces Monday test after supplier probed over “$17 billion” deal

CATL stock faces Monday test after supplier probed over “$17 billion” deal

CATL’s Shenzhen-listed shares closed down 0.4% at 352.32 yuan after China’s securities regulator launched a probe into supplier Ningbo Ronbay for allegedly misleading investors about a contract with CATL. Ronbay had announced a supply deal worth over 120 billion yuan but later called the figure an internal estimate. Investors await further disclosures as scrutiny on contract reporting intensifies.
18 January 2026
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Tesla stock price, Rivian and Lucid: EV stocks face a policy test before Tuesday’s open

Tesla stock price, Rivian and Lucid: EV stocks face a policy test before Tuesday’s open

Trump administration officials signaled plans to roll back electric vehicle regulations and tax credits, pressuring U.S.-listed EV stocks. Tesla closed down 0.2% Friday at $437.50, Rivian fell 2.4%, and Lucid rose 0.7%. Tesla faces a U.S. safety probe into its Full Self-Driving system, with a regulatory deadline set for Feb. 23. Investors await Tesla’s earnings on Jan. 28.
18 January 2026
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Stock Market Today

Kenvue stock price holds near $18 as Kimberly-Clark deal math tightens — what to watch next week

Kenvue stock price holds near $18 as Kimberly-Clark deal math tightens — what to watch next week

7 February 2026
Kenvue shares closed Friday at $18.13, up 0.33%, with about 63.5 million shares traded. The Kimberly-Clark offer values Kenvue at roughly $18.76 per share, leaving a deal spread of about 3%. Both companies’ shareholders approved the merger, which is expected to close in the second half of 2026 pending regulatory approvals. Kenvue’s dividend record date is Feb. 11, with earnings due Feb. 17.
IREN stock heads into Monday after 5% rebound as Microsoft AI financing stays in focus

IREN stock heads into Monday after 5% rebound as Microsoft AI financing stays in focus

7 February 2026
IREN shares closed up 5.1% at $41.83 Friday after reporting a $155.4 million quarterly loss and $184.7 million in revenue. The company announced $3.6 billion in GPU financing for its Microsoft contract, with $2.8 billion in cash as of Jan. 31. Bitcoin mining revenue fell, while AI cloud services rose. Traders await bitcoin’s weekend move and Monday’s market reaction.
Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

Cadence Bank stock is stuck at $42.11 after Huntington deal — what CADE holders watch next week

7 February 2026
Cadence Bank shares have been delisted following Huntington Bancshares’ takeover, with each Cadence share converted into 2.475 Huntington shares. Huntington closed Friday at $19.27 and named Senthil Kumar as chief risk officer ahead of new regulatory requirements. The merger leaves Cadence as a brand under Huntington, with customer account conversions planned for mid-2026. Huntington executives will address investors at a UBS conference on Tuesday.
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