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seekingalpha.comNEGATIVO

U.K. is said to plan tariffs on Chinese EVs under pressure from EU

[Girl Holding UK Flag] solidcolours/iStock via Getty Images The U.K. is preparing to impose tariffs on Chinese electric-vehicle imports as it seeks to maintain access to a European manufacturing initiative, the Times of London reported Sun…

seekingalpha.comPOSITIVO

Volvo Cars pulls sales guidance as China, US markets weaken

[2021 Volvo Models] shaunl/iStock Unreleased via Getty Images Volvo Cars (VOLAF [https://seekingalpha.com/symbol/VOLAF]) withdrew its full-year sales-volume and cash-flow guidance, citing worsening market conditions in China and a slower-t…

finance.yahoo.comPOSITIVO

Is NIO Stock Worth Buying After Strong Q3 Delivery Numbers?

China's electric vehicle (EV) company NIO Inc. NIO delivered 109,178 vehicles in the third quarter of 2026, up 25.4% year over year and within its own guided range of 108,000-111,000 units. Third-quarter deliveries consisted of 62,500 unit…

seekingalpha.comPOSITIVO

Ford CEO: It’s not too late for U.S. to fend off Chinese EV rivals

[Partially Visible Ford Dealership Sign Through Bushes in Spanish Fork, Utah – Editorial Use Only] Ford Motor (F [https://seekingalpha.com/symbol/F]) CEO Jim Farley reportedly said Tuesday that it’s “too late” for Europe to fend off an inf…

finance.yahoo.comPOSITIVO

Can NIO's Geely Alliance Drive Battery-Swapping Adoption?

NIO Inc. NIO and Geely Automobile Holdings Limited GELHY announced a strategic partnership on Sept. 28, 2026, to integrate their charging and battery-swapping networks. Under the agreement, the two automakers will establish cross-sharehold…

seekingalpha.comPOSITIVO

Volvo Cars CEO Håkan Samuelsson to step down, Klaus Zellmer named successor

[Volvo Ends Plan To Sell Only Fully Electric Fleet By 2030 Amid Changing Demand] Brandon Bell/Getty Images News Volvo Cars (VLVLY [https://seekingalpha.com/symbol/VLVLY]) appointed Klaus Zellmer, currently CEO of Volkswagen’s Škoda Auto, a…

seekingalpha.comPOSITIVO

Trump says he'd be open to China building cars in U.S.

[In the Geely Automobile Factory in Linhai City, Zhejiang Province, the entire assembly line has been busy making new cars.] President Donald Trump has said he's not opposed to Chinese automakers manufacturing ​cars in the U.S. as long as…

finance.yahoo.comPOSITIVO

Why Are Ford's China Partnerships Drawing Regulatory Scrutiny?

Ford Motor Company F is facing scrutiny from U.S. Transportation Secretary Sean Duffy over its business relationships with Chinese companies, including battery supplier CATL and automaker Geely Automobile Holdings Limited GELHY. Per the le…

seekingalpha.comPOSITIVO

Ford's relationship with CATL and Geely is under government scrutiny

[Ford Fiesta Mk VI car logo on radiator grille. USA Ford logo close-up.] U.S. Transportation Secretary Sean Duffy sent a letter to Ford Motor (F [https://seekingalpha.com/symbol/F]) CEO Jim Farley warning that the automaker's ties to suppl…

finance.yahoo.comPOSITIVO

Can Tesla Overcome Mixed August Registration Trends Across Europe?

Tesla's TSLA August vehicle registrations across key European markets delivered a mixed performance, with sharp increases in France and Denmark offset by steep declines in Norway, Spain, Sweden, Portugal and Italy. New Tesla registrations,…

finance.yahoo.comPOSITIVO

Why Did Tesla Raise Cybertruck Prices by $5,000 in the United States?

Tesla, Inc. TSLA is increasing the price of its Cybertruck in the United States, drawing renewed attention to the EV maker's efforts to strike a balance between vehicle demand and profitability. The company has raised the starting prices o…

finance.yahoo.comPOSITIVO

How Ford Is Using an Unusual Strategy to Reverse Business in a Key Region. Hint: It's Using Competitors.

Ford Motor Company (NYSE: F) is thinking outside the box and making some big changes. It's planning to create sub-brands with popular models such as the Bronco SUV, adding not only a pickup version but even a luxury Lincoln variant. Invest…

finance.yahoo.comPOSITIVO

Here's Why You Should Retain Westport Stock in Your Portfolio

Westport Fuel Systems Inc. WPRT, which supplies alternative fuel systems and components, is poised to benefit from Cespira's strong growth, expanding HPDI adoption, rising engineering revenues and potential hydrogen applications. However,…

finance.yahoo.comPOSITIVO

Here's Why You Should Retain Oshkosh Stock in Your Portfolio

Oshkosh Corporation OSK Oshkosh benefits from strong Access backlog, airport demand, NGDV and defense growth, improving free cash flow and shareholder returns. However, weak refuse demand, compressed Access margins, tariff pressures and sl…

finance.yahoo.comPOSITIVO

Why Tesla Doesn't Need to Win China's Brutal EV Price War (Revised)

Tesla's TSLA July vehicle sales numbers in China point in opposite directions. Deliveries in the country fell nearly 33% year on year to 27,249 vehicles and 48.51% month over month, per CnEVPost. On the surface, it looks like the company i…

finance.yahoo.comPOSITIVO

Why Tesla Doesn't Need to Win China's Brutal EV Price War

Tesla's TSLA July vehicle sales numbers in China point in opposite directions. Deliveries in the country fell nearly 33% year on year to 27,249 vehicles and 48.51% month over month, per CnEVPost. On the surface, it looks like the company i…

finance.yahoo.comPOSITIVO

Geely Automobile (GELHY) Upgraded to Strong Buy: What Does It Mean for the Stock?

Geely Automobile Holdings Ltd. (GELHY) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices --…

seekingalpha.comPOSITIVO

General Motors and Ford gain new bull at Jefferies

[A dealership in Monroeville, Pennsylvania, USA with GMC pickup trucks for sale] Althom Shares of General Motors (GM [https://seekingalpha.com/symbol/GM]) and Ford (F [https://seekingalpha.com/symbol/F]) are both in the plus column on Mond…

finance.yahoo.comPOSITIVO

Tesla Stock Tumbles on Weak Q2 Earnings: Buy the Dip, Hold or Exit?

Shares of electric vehicle (EV) and tech giant Tesla TSLA fell more than 14% yesterday following the weaker-than-expected second-quarter 2026 earnings. Adjusted earnings of 33 cents per share declined 17.5% year over year and missed the Za…

finance.yahoo.comPOSITIVO

Why Is Honda Turning an EV Battery Plant Toward AI Demand?

Honda Motor Co., Ltd. HMC is converting a U.S. battery plant originally intended for electric vehicle (EV) production to manufacture batteries for AI data centers, per Nikkei as cited in a Seeking Alpha article. Earlier this month, the aut…

finance.yahoo.comPOSITIVO

Why Did Toyota's Global Vehicle Sales Fall for a Fourth Month?

Toyota Motor Corporation's TM global vehicle sales declined for the fourth straight month in May, as weak demand in China and the Middle East dragged down overall performance. Worldwide sales fell 7.2% year over year to 834,279 vehicles. I…

finance.yahoo.comPOSITIVO

What's Behind Lucid's Workforce Reduction and Leadership Shakeup?

Lucid Group, Inc. LCID is reducing its U.S. workforce by roughly 18% as part of a restructuring initiative to lower costs. The company estimates that the move will generate annualized savings of about $158 million. The layoffs will affect…

finance.yahoo.comPOSITIVO

Why Does Sweden Want to Block Tesla's FSD Expansion in Europe?

Tesla, Inc.'s TSLA Full Self-Driving (FSD) system recently gained access to public roads in the Netherlands, marking its first approval in Europe and fueling expectations of a broader rollout across the continent. However, not all countrie…

finance.yahoo.comPOSITIVO

Will Toyota's New EV Launches Boost Its Market Position?

Toyota Motor Corporation TM is expanding its zero-emission vehicle (ZEV) portfolio in 2026, reinforcing its position as a full-line automaker with a broader lineup of battery-electric vehicles (BEVs) and plug-in hybrid electric vehicles (P…

finance.yahoo.comPOSITIVO

Why Did BMWKY Lower Earnings and Delivery Expectations?

Bayerische Motoren Werke AG BMWKY has slashed its full-year 2026 outlook across several key financial measures due to worsening conditions in the Chinese automotive market and economic uncertainty stemming from the Middle East conflict. Th…

finance.yahoo.comPOSITIVO

Tesla Under Pressure Again: Is the Bear Case Getting Overplayed?

Tesla TSLA shares fell more than 5% yesterday after U.S. safety regulators opened a special investigation into a fatal crash involving a Model 3 in Texas. The driver claims Tesla's partially automated driving system was engaged when the ve…

finance.yahoo.comPOSITIVO

Why Is General Motors Partnering With Lockheed Martin on Defense?

General Motors Company GM has partnered with defense contractor Lockheed Martin to expand U.S. defense manufacturing capabilities, with the collaboration facilitated by the U.S. Department of Defense. The companies aim to increase producti…

finance.yahoo.comPOSITIVO

What Will Dana Gain From Its Combination With Eaton Mobility?

Dana Incorporated DAN has signed a definitive agreement with Eaton Corporation plc ETN to combine with Eaton's Mobility business in a transaction valued at approximately $5.1 billion. The deal brings together the companies' complementary p…

finance.yahoo.comPOSITIVO

What Drove Tesla China's 22.5% Y/Y Sales Growth in May?

Tesla, Inc. TSLA posted a strong rebound in China's retail market in May, snapping a two-month run of year-over-year sales declines while also maintaining robust export volumes from its Shanghai manufacturing facility. Per the data from th…

seekingalpha.comPOSITIVO

BYD chairman Wang Chuanfu bets on global No. 1 auto spot in five years

[the street view in Kowloon bay] LewisTsePuiLung Wang Chuanfu, chairman and president of BYD Company (BYDDF [https://seekingalpha.com/symbol/BYDDF]), expressed confidence in the company and predicted it would become the world's No. 1 carma…

finance.yahoo.comPOSITIVO

Tesla Sales in China Are Popping, But That Means Nothing If You Can’t Stomach TSLA Stock’s Absurd P/E Ratio

Here is my take before the details. I think Tesla (TSLA) stock still belongs in a long-term investor's portfolio, but only for those who can stomach an elevated price-to-earnings multiple. The China sales pop and the worldwide rollout of i…

finance.yahoo.comPOSITIVO

A Veteran Research Firm Issues a Stark Dot-Com Warning for Nvidia Stock

Nvidia (NVDA) is still the king of the AI trade, but the vibe around the stock has clearly changed. Bulls still point to massive AI spending from hyperscalers. Bears are now asking a harder question. How much of that spending is real deman…

finance.yahoo.comPOSITIVO

Why is Toyota Investing $2B in a New Manufacturing Facility in Texas?

Toyota Motor Corporation TM has applied for approval to construct a new manufacturing facility in Texas, reflecting growing momentum in the United States as President Donald Trump continues urging automakers to expand domestic production,…

finance.yahoo.comPOSITIVO

What Does Stellantis Aim to Achieve With its FaSTLAne 2030 Strategy?

Stellantis N.V. STLA introduced its five-year FaSTLAne 2030 strategy, outlining plans to invest €60 billion to roll out more than 60 new vehicle models, streamline vehicle architectures around the STLA One platform and strengthen collabora…

seekingalpha.comPOSITIVO

China’s luxury EV push takes aim at Rolls-Royce and Mercedes at a fraction of the price

[jac motors dealership in salvador] Joa_Souza/iStock Unreleased via Getty Images Chinese automakers are pushing aggressively into the high-end luxury market, betting that advanced technology and lower prices can lure buyers away from Europ…

finance.yahoo.comPOSITIVO

Stellantis Announces Turnaround Plans. The Stock Is Still a Buy.

Chrysler-parent Stellantis hosted its capital markets day on Thursday, outlining goals for its turnaround plan. The stock is down about 30% this year, though roughly flat since Barron’s Investor Circle introduced it as a pick on Feb. 13. T…