Today: 7 February 2026
Subscribe
Browse Category

Electric Vehicles News 31 December 2025 - 2 January 2026

Tesla deliveries miss as Baidu pops on AI chip IPO plan and Nasdaq opens 2026 higher

Tesla deliveries miss as Baidu pops on AI chip IPO plan and Nasdaq opens 2026 higher

NEW YORK, January 2, 2026, 10:48 ET The S&P 500 and Nasdaq opened 2026 on firmer footing on Friday, led by a rebound in technology shares. At 10:13 a.m. ET, the Dow was down 0.01%, the S&P 500 was up 0.38% and the Nasdaq Composite gained 0.75%. Reuters The first session of the year is an early test of whether last year’s momentum in big tech can carry into January after a late-December wobble. Traders are also looking for signs that policy-driven swings — from tariffs to incentives — will keep shaping market leadership. Moves in a handful of high-profile
2 January 2026
······
Tesla stock ticks up after Q4 deliveries miss estimates as 2026 trading begins

Tesla stock ticks up after Q4 deliveries miss estimates as 2026 trading begins

NEW YORK, Jan 2, 2026, 09:52 ET — Regular session Tesla shares edged higher in early U.S. trading on Friday after the electric-vehicle maker reported fourth-quarter deliveries that fell short of Wall Street expectations, reviving questions about demand as the new year’s first regular session got underway. The deliveries update matters now because it is one of the first hard readouts on U.S. EV demand after a $7,500 federal tax credit ended in late September, pushing effective prices higher for many buyers. It also lands as investors continue to price Tesla more like a tech bet on self-driving and robotaxis
2 January 2026
··
NIO stock today: Shares slide in premarket after record 2025 deliveries

NIO stock today: Shares slide in premarket after record 2025 deliveries

New York, January 2, 2026, 07:28 ET — Premarket U.S.-listed shares of Nio Inc were down 41 cents, or about 7.4%, at $5.10 in premarket trading on Friday. Peer China EV makers XPeng and Li Auto were also lower, down about 4.7% and 2.0%, respectively. The move comes after Nio reported record December and fourth-quarter deliveries, a closely watched read-through on demand as China’s EV makers start the year by resetting volume targets and price strategies. Nio said it delivered 48,135 vehicles in December and 124,807 in the fourth quarter, taking 2025 deliveries to 326,028, with cumulative deliveries at 997,592
2 January 2026
··
NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

NIO posts record December deliveries as CEO says 1 millionth vehicle is days away

SHANGHAI, January 2, 2026, 07:19 ET NIO said on Thursday it delivered a record 48,135 vehicles in December 2025, up 54.6% from a year earlier, including 31,897 under its NIO brand, 9,154 under its family-oriented Onvo brand and 7,084 under its Firefly line. Fourth-quarter deliveries hit 124,807, up 71.7% year-on-year, while full-year deliveries reached 326,028, taking cumulative deliveries to 997,592 as of Dec. 31, the company said. nio.com+2EV+2 The monthly delivery update is a key gauge of demand and execution in China’s crowded electric-vehicle market. Deliveries — vehicles handed to customers — are a proxy for sales and can move
2 January 2026
··
Polestar stock (PSNY) jumps on BBVA stake filing as Geely-backed funding stays in focus

Polestar stock (PSNY) jumps on BBVA stake filing as Geely-backed funding stays in focus

NEW YORK, January 1, 2026, 21:16 ET — Market closed Polestar Automotive Holding UK PLC’s U.S.-listed shares closed sharply higher in the last session of 2025 as investors digested fresh ownership filings that detailed new stakes and financing arrangements around the Swedish electric-vehicle maker. Investing.com Why this matters now: Polestar has leaned on its controlling shareholder network for liquidity, and the new documents spell out how banks and Geely-linked entities are structuring exposure — including downside protection and potential equity conversion features. SEC+1 U.S. equity markets were closed on Thursday for the New Year’s Day holiday, leaving Wednesday’s close as
2 January 2026
···
NIO stock set for a fresh test after record December deliveries as U.S. market reopens

NIO stock set for a fresh test after record December deliveries as U.S. market reopens

NEW YORK, January 1, 2026, 19:30 ET — Market closed NIO Inc said it delivered a record 48,135 vehicles in December, capping a record quarter for the Chinese electric-vehicle maker. Its U.S.-listed shares last closed at $5.10, down 7.4%, with Wall Street shut on Thursday for the New Year’s Day holiday. The delivery tally matters because it is one of the few high-frequency readouts investors get from Chinese EV makers. With no U.S. trading session on Thursday, the update sets the tone for how the stock could open when markets return on Friday. It also lands as sentiment around China’s
2 January 2026
··
EV Stocks Today: BYD’s weakest growth in five years and Tesla deliveries set up Friday’s trade

EV Stocks Today: BYD’s weakest growth in five years and Tesla deliveries set up Friday’s trade

NEW YORK, January 1, 2026, 1:03 PM ET — Market closed China’s BYD reported its weakest annual sales growth in five years, putting a spotlight on the pressure from an EV price war as U.S. markets stayed shut on Thursday for the New Year’s holiday. Reuters The update matters now because China is the world’s biggest electric-vehicle market, and year-end sales and delivery tallies often reset expectations for demand, pricing and margins. Traders also have Tesla’s fourth-quarter deliveries report on Friday as the next major checkpoint for the sector. Reuters In the last U.S. session on Wednesday, Tesla closed down
1 January 2026
·······
BYD stock slips in Shenzhen after sales growth slows to a five-year low

BYD stock slips in Shenzhen after sales growth slows to a five-year low

NEW YORK, January 1, 2026, 08:33 ET — Market closed BYD Co said in a stock filing on Thursday that 2025 vehicle sales rose 7.73% to 4.6 million units, its weakest growth in five years as competition in China’s electric-vehicle market intensified. The filing showed December sales fell 18.3% from a year earlier and the Shenzhen-listed stock last closed down 2.04% at 97.72 yuan. BYD has cut prices on more than 20 models and rolled out new tech features, but rivals including Geely and Leapmotor have kept pressure on the market leader. The update is an early read on 2026
1 January 2026
··
Polestar (PSNY) stock jumps nearly 10% as SEC filings spotlight Geely loan and BBVA stake

Polestar (PSNY) stock jumps nearly 10% as SEC filings spotlight Geely loan and BBVA stake

NEW YORK, January 1, 2026, 07:24 ET — Market closed • Polestar shares last traded up about 9.7% in the final U.S. session of 2025.• New SEC filings detailed a $600 million term loan facility tied to Geely and disclosed BBVA’s 8.4% stake with a put option.• Next focus: Jan. 9 Q4 retail sales volumes update and the U.S. jobs report. Polestar Automotive Holding UK PLC shares rose about 9.7% in Wednesday’s final U.S. session of 2025, last trading at $21.37 after moving between $18.94 and $21.60 on volume of about 336,600 shares. U.S. stock markets are closed Thursday for
1 January 2026
··
Tesla stock today: TSLA ends 2025 lower with deliveries report now the next big test

Tesla stock today: TSLA ends 2025 lower with deliveries report now the next big test

NEW YORK, January 1, 2026, 05:51 ET — Market closed. Tesla shares ended Wednesday down 1.0% at $449.72, and the U.S. stock market is closed Thursday for the New Year’s Day holiday. The next catalyst arrives on Friday, when the company is expected to report quarterly production and deliveries. Yahoo Finance+1 The delivery figure — the number of vehicles handed to customers — is the market’s quickest read on demand because Tesla releases it well ahead of quarterly earnings. That timing matters now because investors often trade Tesla on shifts in unit momentum, even as the company pitches longer-term bets
1 January 2026
··
NIO stock set for next test after record December deliveries — here’s what matters

NIO stock set for next test after record December deliveries — here’s what matters

NEW YORK, January 1, 2026, 05:44 ET — Market closed NIO Inc reported record vehicle deliveries for December and the fourth quarter, an update that will shape the next move in NIO stock when Wall Street reopens on Friday. U.S. markets are shut on Thursday for the New Year’s Day holiday. Monthly delivery releases can move Chinese electric-vehicle shares because they land weeks before formal earnings and give an early read on demand. For NIO, the data also test whether newer brands are scaling fast enough to support a push toward improved profitability. Investors have also been parsing early 2026
1 January 2026
··
Li Auto stock in focus after December deliveries; traders eye Nio, XPeng and Tesla next

Li Auto stock in focus after December deliveries; traders eye Nio, XPeng and Tesla next

NEW YORK, January 1, 2026, 03:16 ET — Market closed Li Auto Inc (2015.HK) (LI.O) said late Wednesday it delivered 44,246 vehicles in December, as Chinese electric-vehicle makers begin publishing year-end sales tallies. Nasdaq Li Auto’s U.S.-listed shares last closed down 34 cents, or about 2%, at $16.93. U.S. equity markets are closed on Thursday for New Year’s Day, with trading set to resume on Friday. Reuters The monthly delivery prints matter because they are one of the earliest reads on demand, and deliveries often map quickly into near-term revenue in the auto business. They also give investors a timely
1 January 2026
··
Tesla stock today slips as TSLA braces for Q4 deliveries after Tesla posts analyst consensus

Tesla stock today slips as TSLA braces for Q4 deliveries after Tesla posts analyst consensus

NEW YORK, December 31, 2025, 11:55 ET — Regular session Tesla shares were down about 0.2% at $453.58 in late morning trading on Wednesday, extending a muted move as investors focused on near-term demand signals into year-end. The stock traded between $452.42 and $458.39 in the session. The market’s attention is on Tesla’s fourth-quarter and full-year production and delivery report due Friday, a closely watched update that investors use as an early read on demand before earnings. Analysts polled by Visible Alpha expect Tesla deliveries of about 432,810 vehicles for the quarter, down roughly 13% from a year earlier after
31 December 2025
···
XPeng stock slides 6% today as Chinese EV shares retreat in thin year-end trade

XPeng stock slides 6% today as Chinese EV shares retreat in thin year-end trade

NEW YORK, December 31, 2025, 11:11 ET — Regular session XPeng Inc’s U.S.-listed shares slid about 6% on Wednesday, down 6.0% at $19.99 by 11:11 a.m. ET. The late-year session often brings thinner liquidity, which can magnify moves in higher-risk names. For investors in Chinese EVs, the timing matters because fresh demand signals arrive in early January, when manufacturers typically publish monthly delivery figures and China rolls out updated consumer incentives. XPeng’s ADRs (American depositary receipts, the U.S.-traded version of its shares) opened at $20.50 and hit a low of $19.87 before paring losses. The stock traded as high as
31 December 2025
·····
Polestar stock jumps as BBVA discloses 8.4% stake and Geely backstop details surface

Polestar stock jumps as BBVA discloses 8.4% stake and Geely backstop details surface

NEW YORK, December 31, 2025, 10:37 ET — Regular session Polestar Automotive Holding UK PLC shares rose 4.4% to $20.38 in morning trading on Wednesday after a regulatory filing showed Banco Bilbao Vizcaya Argentaria (BBVA) held an 8.4% stake. The bank reported beneficial ownership of 7,755,946 Class A American Depositary Shares (ADSs) as of Dec. 23 and disclosed a put option arrangement tied to Geely affiliates. SEC The disclosures matter because Polestar’s funding and potential dilution remain central to the equity story, and fresh ownership data can signal how recent capital has been placed. For traders, the terms around new
31 December 2025
···
Rivian stock slips in premarket as Tesla delivery report looms on year-end session

Rivian stock slips in premarket as Tesla delivery report looms on year-end session

NEW YORK, December 31, 2025, 07:29 ET — Premarket Rivian Automotive shares slipped in premarket trading on Wednesday, extending losses from the prior session as investors headed into the final trading day of 2025 with fresh anxiety about U.S. electric-vehicle demand. The stock’s early move comes in a quiet, holiday-shortened week when price swings can look bigger than the headlines behind them. U.S. markets are closed on Thursday for New Year’s Day, compressing positioning into Wednesday’s session. Reuters Sentiment across EV names has also been tied to Tesla’s quarterly deliveries report due on Friday. Reuters reported investors are bracing for
31 December 2025
···
NIO stock dips in premarket as China’s 2026 EV trade-in subsidies take shape

NIO stock dips in premarket as China’s 2026 EV trade-in subsidies take shape

NEW YORK, December 31, 2025, 07:19 ET — Premarket NIO Inc’s U.S.-listed shares fell about 3% in premarket trading on Wednesday to $5.33, after ending Tuesday up 3% at $5.50. MarketWatch The move comes as investors digest new signals from Beijing on vehicle demand support heading into 2026, a critical backdrop for Chinese electric-vehicle makers battling weak consumer confidence and an extended price war. China is front-loading 62.5 billion yuan ($8.94 billion) from special treasury bond funds for its 2026 consumer goods trade-in program, which includes subsidies for new energy vehicles (NEVs) — the local term for battery-electric and plug-in
31 December 2025
···
Tesla stock slips in premarket after Tesla posts downbeat delivery consensus ahead of Friday report

Tesla stock slips in premarket after Tesla posts downbeat delivery consensus ahead of Friday report

NEW YORK, December 31, 2025, 07:05 ET — Premarket Tesla shares edged lower in premarket trading on Wednesday after the electric-vehicle maker posted unusually pessimistic Wall Street delivery expectations on its investor relations site ahead of its quarterly report. Barron’s The publication matters because Tesla is expected to report fourth-quarter and annual production and delivery figures on Friday, and that print is the market’s fastest read on demand. Deliveries are the vehicles a carmaker hands to customers. Investing.com Tesla rarely puts sell-side forecasts in public view, and the move has sharpened investor focus on whether the company is trying to
31 December 2025
··
Rivian stock slips again in premarket after CEO share-sale disclosure, with Tesla deliveries next

Rivian stock slips again in premarket after CEO share-sale disclosure, with Tesla deliveries next

NEW YORK, December 31, 2025, 06:05 ET — Premarket Rivian Automotive shares were down about 0.9% in premarket trading on Wednesday at $19.42, after the stock fell 5.2% in the previous session. https://www.futunn.com/en/stock/RIVN-US The decline has kept focus on an insider-trading disclosure that surfaced as markets moved into the year’s final, lower-liquidity stretch, when smaller orders can move prices more than usual. That matters now because Rivian’s stock has been a high-volatility trade, and investors are sensitive to signals around funding risk and demand trends across the electric-vehicle sector. Insider sales can weigh on sentiment because some investors interpret them
31 December 2025
···
XPeng stock today: XPEV slides in premarket as China trade-in subsidies and new G7 REEV grab attention

XPeng stock today: XPEV slides in premarket as China trade-in subsidies and new G7 REEV grab attention

NEW YORK, December 31, 2025, 06:15 ET — Premarket XPeng Inc shares fell 4.2% to $20.38 in premarket trading on Wednesday, after ending the previous session up 3.8% at $21.28. Premarket volume was about 73,000 shares as of 5:59 a.m. ET. Investing.com The early drop lands as investors balance year-end positioning with fresh signals from Beijing on consumer support. For Chinese new-energy vehicles — a category that includes battery-electric cars and plug-in hybrids — policy changes can quickly reshape demand expectations. China has earmarked 62.5 billion yuan ($8.94 billion) from special treasury bonds for a consumer goods trade-in scheme in
31 December 2025
····
1 … 6 7 8 9 10 … 27

Stock Market Today

Costco stock price retakes $1,000 — what traders are watching before Monday

Costco stock price retakes $1,000 — what traders are watching before Monday

7 February 2026
Costco closed Friday up 1.2% at $1,001.16, regaining the $1,000 level as about 2.36 million shares changed hands. January net sales rose 9.3% to $21.33 billion, with comparable sales up 7.1% and online sales surging 34.4%. Wells Fargo raised its price target to $950, maintaining a neutral rating. The next earnings call is set for March 5.
Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

Johnson & Johnson stock price: What to watch after talc-case law firm ouster and new AFib data

7 February 2026
Johnson & Johnson shares rose 0.9% to $239.99 Friday after a New Jersey appeals court disqualified Beasley Allen from state talc cases, citing improper coordination with a former J&J attorney. The ruling affects about 3,600 state lawsuits, while a related federal motion is pending. J&J also reported early 12-month pilot data for its investigational AFib device at a cardiology meeting.
Go toTop