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Electric Vehicles News 15 January 2026 - 17 January 2026

CATL stock price slips into weekend after block trade — what 300750.SZ investors watch next

CATL stock price slips into weekend after block trade — what 300750.SZ investors watch next

Shanghai, Jan 18, 2026, 04:38 CST — The market has closed. Contemporary Amperex Technology Co., Limited (CATL) Class A shares dropped 0.4% on Friday to 352.32 yuan. The stock is now down for five sessions straight, with a 349 million yuan block trade hitting the closing price in Shenzhen. (STCN) That’s significant since CATL is central to China’s electric-vehicle battery industry. Whenever its stock wavers, traders see it as a swift gauge of whether capital remains locked in the “new energy” sector or is pulling out. CATL dominated China’s power-battery market in 2025, holding a 43.42% share of installations, data
17 January 2026
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Tesla stock price stalls: NHTSA FSD probe deadline slips, earnings loom for TSLA

Tesla stock price stalls: NHTSA FSD probe deadline slips, earnings loom for TSLA

NEW YORK, Jan 17, 2026, 09:51 ET — Market closed Tesla shares dipped on Friday following news that U.S. auto safety regulators extended the deadline for the electric-vehicle maker to respond to questions about its Full Self-Driving system. The stock ended the day at $437.50. The timing is crucial since Tesla’s push into autonomy remains a key part of its stock narrative, and any doubts about its driver-assistance software can quickly hit its valuation. Investors are also facing a long weekend, limiting opportunities to react to news. U.S. stock and options markets will shut down Monday in observance of Martin
17 January 2026
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Ford stock price set for spotlight after BYD battery talks report as markets reopen Tuesday

Ford stock price set for spotlight after BYD battery talks report as markets reopen Tuesday

New York, Jan 17, 2026, 07:02 ET — Market closed. Ford Motor shares slipped 1.5% on Friday and may remain under scrutiny next week following reports that the automaker is negotiating with China’s BYD over batteries for hybrid vehicles. The talks sparked backlash from White House trade adviser Peter Navarro. (Reuters) The report is crucial now as Ford shifts focus toward hybrids—cars combining a gasoline engine with an electric motor and battery—while dialing back its expensive bet on fully electric vehicles. Batteries remain the main choke point and expense. It hits a sensitive nerve for investors: forging stronger links with
17 January 2026
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Tesla stock near $440 after NHTSA extends Full Self-Driving probe deadline

Tesla stock near $440 after NHTSA extends Full Self-Driving probe deadline

NEW YORK, Jan 16, 2026, 16:02 EST — After-hours Tesla shares edged up about 0.2% to $439.45 in Friday’s session, after U.S. auto safety regulators granted the company a five-week extension—pushing the deadline to Feb. 23—to respond to an investigation into whether its Full Self-Driving software led cars to break traffic laws. The stock fluctuated between $435.36 and $447.09. (Reuters) The extension puts Tesla’s driver-assistance goals back under regulatory scrutiny at a tricky time for the stock. A large chunk of Tesla’s long-term value hinges on software and autonomous driving, so probes linked to that story can quickly shift investor
16 January 2026
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Ford stock slips on report of BYD hybrid-battery talks as politics crowd the trade

Ford stock slips on report of BYD hybrid-battery talks as politics crowd the trade

New York, January 16, 2026, 11:13 ET — During the regular session Ford Motor shares slipped about 0.9% to $13.68 on Friday following a report that the automaker is in talks with China’s BYD over a battery supply deal for certain hybrid models. (https://finance.yahoo.com/quote/F/) (https://www.reuters.com/business/autos-transportation/ford-byd-talks-hybrid-vehicle-battery-deal-wsj-reports-2026-01-15/) The chatter matters now because Ford is pushing harder into hybrids — gas-electric models — to protect margins amid a slowdown in full electric adoption. Batteries remain a major expense even for hybrids, and securing supply deals could heavily influence pricing and production strategies. This comes at a sensitive time for manufacturers operating internationally. Any
16 January 2026
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Ford’s BYD hybrid battery talks ignite U.S. backlash as Ford pivots from EV bets

Ford’s BYD hybrid battery talks ignite U.S. backlash as Ford pivots from EV bets

DETROIT, Jan 16, 2026, 07:07 (EST) Ford Motor is in talks with China’s BYD about buying batteries for its hybrid vehicles, the Wall Street Journal reported on Thursday. One option under discussion would have Ford use BYD batteries for vehicles sold outside the United States. White House trade adviser Peter Navarro attacked the idea on X, writing: “What could go wrong here?” (Reuters) The talks matter because Ford is leaning harder into hybrids as demand for fully electric vehicles softens and costs stay high. Batteries remain one of the biggest expenses in any electrified car, and cheaper supply can swing
16 January 2026
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Tesla stock slips after Musk sets a deadline to end one-time Full Self-Driving sales

Tesla stock slips after Musk sets a deadline to end one-time Full Self-Driving sales

New York, Jan 15, 2026, 16:09 EST — After-hours Tesla (TSLA.O) shares slipped 0.2% to close at $438.45 on Thursday. The dip came after CEO Elon Musk announced the company will discontinue the one-time purchase option for its Full Self-Driving (FSD) software. “Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter,” Musk posted on X. (X (formerly Twitter)) This shift is significant since investors have viewed FSD as a crucial part of Tesla’s strategy: a high-margin software offering that could balance out the fluctuations in car prices and demand. Switching to
15 January 2026
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Rivian stock slips again as UBS turns bearish — Wall Street tests the R2 and autonomy story

Rivian stock slips again as UBS turns bearish — Wall Street tests the R2 and autonomy story

New York, Jan 15, 2026, 10:47 AM EST — Regular session Shares of Rivian Automotive, Inc (NASDAQ: RIVN) fell about 1.1% to $17.32 in morning trade on Thursday, extending losses after a pair of analyst downgrades this week. The stock ended Wednesday down 7.2% at $17.50 and is still up about 44% over the past four months. (Barron’s) Wolfe Research analyst Emmanuel Rosner cut Rivian to sell, arguing it needs a stronger AI push — closer to Tesla’s playbook — if it wants to justify the valuation. He set a $16 price target and warned of a near-term “catalyst vacuum.”
15 January 2026
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Tesla stock rises as Musk puts a Feb. 14 deadline on buying Full Self-Driving outright

Tesla stock rises as Musk puts a Feb. 14 deadline on buying Full Self-Driving outright

New York, Jan 15, 2026, 10:16 EST — Regular session Tesla shares climbed Thursday following CEO Elon Musk’s announcement that the company plans to eliminate the one-time purchase option for its Full Self-Driving (FSD) software next month, switching buyers exclusively to a subscription model. (The Independent) This shift is key as investors now see Tesla more as a software and services company than just an automaker, especially with its quarterly results due later this month. Subscription income tends to be more stable than one-time sales, but it also raises sharper scrutiny on Tesla’s safety and self-driving promises. (The Independent) Musk
15 January 2026
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XPeng stock slips before the open on 600,000-vehicle 2026 target — what traders watch next

XPeng stock slips before the open on 600,000-vehicle 2026 target — what traders watch next

NEW YORK, Jan 15, 2026, 07:40 EST — Premarket Xpeng’s U.S.-listed shares (XPEV) dipped 2.2% to $20.58 in premarket trading Thursday. The drop follows a Reuters report revealing that the Volkswagen-backed Chinese EV maker aims to sell between 550,000 and 600,000 vehicles in 2026, according to an internal strategy meeting. The stock last closed near $21.05. (Reuters) The figures are key because they push the monthly target up: 36Kr reported the plan calls for average deliveries exceeding 45,800 to 50,000 vehicles each month. The outlet also noted Xpeng is doubling down on extended-range models—vehicles with a fuel-powered generator to recharge
15 January 2026
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Rivian stock slips in premarket after UBS turns bearish — what could move RIVN next

Rivian stock slips in premarket after UBS turns bearish — what could move RIVN next

NEW YORK, Jan 15, 2026, 05:00 ET — Premarket Rivian Automotive’s shares eased 0.2% to $17.47 in premarket trading on Thursday, after the stock sank 7.2% in the previous session. The slide followed a UBS downgrade that questioned whether optimism around the EV maker’s next model and software push is already in the price. (Public) UBS analyst Joseph Spak cut Rivian to Sell from Hold and lifted his 12-month price target — his forecast for where the stock could trade — to $15 from $13, Barron’s reported. Spak wrote the stock had gone “too far too fast” and warned that
15 January 2026
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EU’s China EV price-floor plan lifts BYD and Xpeng — tariff fight may be shifting

EU’s China EV price-floor plan lifts BYD and Xpeng — tariff fight may be shifting

HONG KONG, Jan 15, 2026, 15:12 HKT Shares of China’s BYD climbed up to 4.8% in Hong Kong on Tuesday. Xpeng jumped 5.3%, while SAIC Motor added 3.6%, following news that the European Commission is considering a minimum-price system to replace tariffs on China-built electric vehicles. This pricing mechanism would also cover EVs made in China by foreign automakers. Eugene Hsiao from Macquarie Capital described the move as “positive for developing better ties” between the EU and Chinese carmakers. (The Business Times) The clash over electric-vehicle pricing has escalated into a key trade battle between Beijing and Brussels. Investors are
15 January 2026
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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