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Electric Vehicles News 4 January 2026 - 10 January 2026

NIO stock (NYSE: NIO) ends down again as China car outlook flattens — what to watch next

NIO stock (NYSE: NIO) ends down again as China car outlook flattens — what to watch next

NIO Inc’s U.S.-listed shares fell 1.9% to $4.64 Friday, underperforming as broader markets rose. The stock is now about 42% below its 52-week high amid concerns over China’s EV demand. NIO plans to launch in Thailand in March and expand to Australia and New Zealand later in 2026. Pre-orders for its Firefly brand opened in Singapore this week.
Polestar stock drops despite “best year ever” sales; Feb. 18 update is next test

Polestar stock drops despite “best year ever” sales; Feb. 18 update is next test

Polestar shares fell 5.9% to $20.90 in Friday’s Nasdaq session after the company reported preliminary 2025 retail sales of about 60,119 cars, up 34%, and a 27% rise in fourth-quarter volumes. The company said a December ADS ratio change restored compliance with Nasdaq’s $1 bid-price rule. CEO Michael Lohscheller set Feb. 18 for a strategy update. Europe now accounts for 78% of sales as U.S. tariffs and competition weigh.
Rivian stock slips after 19,641-vehicle recall as jobs data and VW tie-up hit tape

Rivian stock slips after 19,641-vehicle recall as jobs data and VW tie-up hit tape

Rivian shares fell 0.9% to $19.89 early Friday after U.S. regulators announced a recall of 19,641 vehicles over a rear suspension issue linked to one minor-injury crash. CEO R.J. Scaringe sold 17,450 shares under a preset plan, while Piper Sandler raised its price target to $20. Volkswagen confirmed plans to use Qualcomm chips in joint software work with Rivian.
Ford stock jumps nearly 5% on Piper Sandler upgrade as investors look past EV cuts

Ford stock jumps nearly 5% on Piper Sandler upgrade as investors look past EV cuts

Ford shares rose 4.8% to $14.40 in after-hours trading Thursday after Piper Sandler upgraded the stock and raised its price target to $16. General Motors recorded a $6 billion charge tied to reduced EV investments as Detroit automakers shift focus amid weaker demand and the end of federal tax credits. Ford’s U.S. sales climbed 6% in 2025, with hybrid sales up nearly 22%.
Tesla stock slips again as Germany sales slump and Murdoch share-sale filing keep demand in focus

Tesla stock slips again as Germany sales slump and Murdoch share-sale filing keep demand in focus

Tesla shares fell 1.4% to $425.20 in early U.S. trading Thursday after December sales in Germany dropped 48% from a year earlier. Director James Murdoch sold 60,000 shares for about $26.7 million under a pre-set plan, a U.S. filing showed. The stock has declined about 14% since Dec. 22. Tesla will report quarterly results after the market closes Jan. 28.
Tesla Stock Slips Premarket as CES Robotics, Self-Driving Race Keeps Pressure on TSLA

Tesla Stock Slips Premarket as CES Robotics, Self-Driving Race Keeps Pressure on TSLA

Tesla shares fell 0.4% to $431.41 in premarket trading Thursday as CES headlines highlighted competition in robotics and autonomy. Arm launched a new “Physical AI” unit, and Mobileye agreed to buy robotics startup Mentee for $900 million. U.S. stock index futures were also lower ahead of Friday’s jobs report. Tesla reports fourth-quarter earnings on Jan. 28.
NIO stock ticks up as CATL battery-swap pact, millionth-vehicle milestone hit tape

NIO stock ticks up as CATL battery-swap pact, millionth-vehicle milestone hit tape

NIO shares rose 0.2% to $4.79 in early New York trading after announcing a five-year battery partnership with CATL. The company marked its 1,000,000th vehicle in Hefei and set new growth and infrastructure targets. CATL said the deal will focus on longer-life batteries and battery-swap technology. Financial terms and rollout timelines were not disclosed.
Tesla stock slides on Europe sales slump as BYD gains; traders eye Jan. 28 earnings

Tesla stock slides on Europe sales slump as BYD gains; traders eye Jan. 28 earnings

Tesla shares fell 3.2% to $437.13 Tuesday after German data showed December sales dropped 48% year-on-year. UK registrations slid 29% as Chinese rival BYD surged. Tesla lost its global EV sales lead to BYD after a second annual decline. Investors are watching for growth in AI and autonomous driving as EV demand slows.
Rivian stock moves before the bell: deliveries, CES and Feb. 12 earnings in focus

Rivian stock moves before the bell: deliveries, CES and Feb. 12 earnings in focus

Rivian shares rose 0.3% to $19.47 in premarket trading Monday after missing 2025 delivery estimates, with 42,247 vehicles delivered, down 18% year-on-year. The stock had swung between $18.90 and $20.71 in the previous session. Rivian will report fourth-quarter and full-year results on Feb. 12. Investors are watching for updates on cost cuts and the upcoming R2 SUV launch.
Tesla stock heads into Monday under pressure after delivery miss hands EV crown to BYD

Tesla stock heads into Monday under pressure after delivery miss hands EV crown to BYD

Tesla shares fell 2.6% to $438.07 Friday after fourth-quarter deliveries dropped 15.6% year-over-year, missing analyst estimates. China’s BYD overtook Tesla as the top global EV seller in 2025. Tesla delivered 418,227 vehicles last quarter, below the 434,487 expected. The company reported record energy-storage deployments despite slowing auto sales.
Tesla stock faces a Monday test after delivery miss hands EV crown to BYD

Tesla stock faces a Monday test after delivery miss hands EV crown to BYD

Tesla delivered 418,227 vehicles in the fourth quarter, down 15.6% from a year earlier and missing analyst estimates. Shares fell 2.6% to $438.07 after the report. Tesla lost its annual EV sales lead to China’s BYD and faces investor scrutiny ahead of its Jan. 28 earnings. U.S. EV sales dropped as higher prices followed the end of a federal tax credit.
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Stock Market Today

KLA stock price jumps 8% as chip rebound lifts KLAC — what to know before Monday

KLA stock price jumps 8% as chip rebound lifts KLAC — what to know before Monday

8 February 2026
KLA Corp shares surged 8.4% to $1,442.95 Friday, leading gains in chip-equipment stocks after Amazon announced a major increase in capital spending. About 1.6 million KLA shares traded as the PHLX semiconductor index rose 5.7%. KLA’s board declared a $1.90 quarterly dividend, payable March 3 to holders as of Feb. 17. Applied Materials and Lam Research also rallied sharply into the close.
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