NIO Inc. (NYSE:NIO) leads 2026 deliveries following July surge of 71%

NIO reported July deliveries of 35,934 vehicles, marking a 71.0% increase compared to the same month last year. Deliveries declined by 11.5% from June. With U.S. markets closed on Saturday, there has been no movement in the ADR.

EV stocks face Monday test: BYD sales slump hits demand mood, Tesla pops on Musk deal talk

EV stocks face Monday test: BYD sales slump hits demand mood, Tesla pops on Musk deal talk

BYD reported January vehicle sales dropped 30.1% compared to the same month last year, hitting 210,051 units and marking the fifth consecutive month of declines. According to a filing, exports of its “new-energy vehicles”—a category covering battery-electric and plug-in hybrids—reached 100,482 units.
Li Auto Inc Stock (NASDAQ: LI) Heads Into Year-End With China EV Rule Catalyst, Mixed Analyst Targets, and a Monday Watchlist

Li Auto Inc Stock (NASDAQ: LI) Heads Into Year-End With China EV Rule Catalyst, Mixed Analyst Targets, and a Monday Watchlist

Li Auto Inc. stock heads into the final week of 2025 with investors balancing a late-week bounce in China-linked EV names against a still-cautious analyst backdrop and a year-end trading environment that can amplify volatility. With U.S. markets closed for the weekend, the focus shifts to what could move LI when trading resumes Monday—especially fresh China policy headlines, sector sentiment around efficiency and pricing, and the next set of delivery and margin signposts. Benzinga+2Reuters+2
NIO Stock Weekend Update: NIO Inc. (NYSE: NIO) Closes Higher as China’s New EV Efficiency Rules and Battery-Supply Headlines Take Focus

NIO Stock Weekend Update: NIO Inc. (NYSE: NIO) Closes Higher as China’s New EV Efficiency Rules and Battery-Supply Headlines Take Focus

NIO Inc. stock is heading into the weekend on a firmer footing after the U.S.-listed ADR finished Friday’s session at $5.10, up about 4% on the day. Trading volume was roughly 48 million shares, broadly in line with recent activity, as investors weighed a mix of China policy headlines, fresh battery-supply chatter tied to NIO’s brands, and ongoing debates about whether the company’s 2026 path to better margins is on track. MarketWatch
EV Stocks Today (Dec. 17, 2025): Tesla’s California Autopilot Case, Ford’s $6.5B Battery Deal Exit, and Fresh Catalysts for EVgo, QuantumScape, Rivian, and Lucid

EV Stocks Today (Dec. 17, 2025): Tesla’s California Autopilot Case, Ford’s $6.5B Battery Deal Exit, and Fresh Catalysts for EVgo, QuantumScape, Rivian, and Lucid

NEW YORK — Wednesday, December 17, 2025 — U.S.-listed EV stocks are trading on a mix of regulatory headlines, shifting policy risk, and company-specific catalysts that are widening the gap between winners and laggards. Tesla remains the sector’s main gravity well as investors weigh a California Department of Motor Vehicles action tied to “Autopilot” marketing—while also continuing to price in Tesla’s robotaxi ambitions. Meanwhile, Ford’s decision to cancel a multibillion-dollar battery supply agreement adds to the narrative of an industry retrenchment in EV investment, even as charging-network operators and battery-tech names chase cost reductions and new partnerships. Reuters+1

US Stock Market Today Updates

MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

Warsh at Jackson Hole

Policy tone can move rates, USD, equities, gold and crypto simultaneously.

#2

Michigan sentiment

A weak final reading or elevated inflation expectations could pressure risk assets.

#3

Chicago PMI

A surprise versus 58.0 may alter the near-term manufacturing-growth narrative.

View full calendar
Times and estimates may change. Verify before trading.