EVs

Tesla has a steady drumbeat of AI news, while Rivian has a vacuum of it, an analyst says.

Tesla aims to grow its lead in physical AI this year.

Two ARK Invest funds made changes to their holdings on Jan. 8, a trading disclosure shows.

Tesla investors have had to deal with falling deliveries and more AI competition, so far in 2026.

Billions in charges are piling up at GM and Ford after tax incentives for the vehicles expired.

Vistra and Oklo stocks surge following agreements to provide nuclear power to Meta’s data centers.

Trump’s plan to lower mortgage rates, Glencore and Rio Tinto in mega-merger talks, General Motors takes another big EV charge, and more news to start your day.

It has been a slow start to the year for the maker of electric vehicles and developer of artificial-intelligence technology.

First robo-taxis and now robots. Other companies see opportunity in areas where the EV maker wants to use AI.

Ford sold 545,216 cars in the U.S. in the fourth quarter of 2025, up 3% from a year earlier. It was the best fourth-quarter performance since 2019.

Self-driving technology was a big part of Nvidia CEO Jensen Huang’s CES talk on Monday.

A former Fidelity portfolio manager posted a valuation for Tesla on Saturday. It’s low.

Chevron, the last oil major still operating in Venezuela, surges following the U.S. capture of President Nicolás Maduro.

Tesla falls after the electric-vehicle maker’s disappointing fourth-quarter delivery numbers, while Baidu jumps as it plans to list its AI chip unit.

The company reported fourth-quarter deliveries of 9,745 EVs, in line with Wall Street expectations but down 31% from a year earlier.

Combined, Li Auto, NIO, and XPeng delivered almost 130,000 cars in December, a monthly record.

The Chinese company sold 2.3 million all-electric cars in 2025. That will easily top Tesla’s expected 1.7 million units, making BYD the top seller of all-electric cars globally.

Tesla delivers 418,227 cars in the fourth quarter, below estimates.

Baidu’s chip unit files for Hong Kong IPO, Trump delays tariffs on furniture, Google shakes up home listings sector, and more news to start your day.

Nvidia shares fell, and Newmont and Hecla Mining also decline as precious metals prices tumble.

Tesla is due to report fourth-quarter deliveries on Friday. A company-compiled consensus of 20 brokers predicts deliveries of 422,850 vehicles, down from about 496,000 in the fourth quarter of 2024.

Meta Platforms announces the acquisition of AI start-up Manus, and Trump Media launches five ‘America First’ exchange-traded funds.

Tesla stock was rising despite the company saying analysts expect the company to deliver 422,850 vehicles in the fourth quarter, which would mark a 15% decline from 2024 levels.

Nvidia and Tesla shares fall, DigitalBridge jumps after SoftBank agrees to acquire the data-center investment firm, and Newmont slumps as precious metals prices tumble.

An Elon Musk holiday tweet boosted hopes for removing the safety monitor from Tesla’s robo-taxi service.