Tesla Stocks Fall Nearly 4% over Reported Production Pause and Wells Fargo's Alarm on EV Business

Wells Fargo expected Tesla's Q2 deliveries to tumble 21% year-over-year to 343,000 units, around 17% below Wall Street consensus, after a 13% decline in deliveries in Q1, the worst quarterly performance in almost three years.

China’s Leapmotor, Huawei-Backed Aito Post Record EV Deliveries in May Amid Intensifying Price War

Aito, supported by Seres and powered by Huawei’s in-car technology, reported 44,454 deliveries, also a monthly record.

Tesla to Deliver First Self-Driving Model Y in June, Musk Says

Chinese Automakers Accelerate Organizational Restructuring Amid Intensified EV Market Battle

The key theme this year is integration.

Xpeng Shares Jump 13% on Q1 Stronger Sales and Guidance, Breakeven Expected in Q4

Xpeng CEO said the strong product cycle, global expansion and accelerated adoption of physical AI tech will fuel strong and sustainable growth for the company. Xpeng planned to mass produce the Turing chip and start vehicle integration in Q2. It aims to launch a mass-production–ready humanoid robot by 2026.

China's New-Energy Passenger Car Sales Surge in April

Geely Moves to Take ZEEKR Private in $6.5 Billion Deal

China Aims for EVs to Dominate New Vehicle Sales by 2035

Xiaomi Denies YU7 SUV Launch Delay as Lei Jun Skips Shanghai Auto Show

Musk to Cut Back Significant DOGE Work Following Tesla Q1 Earnings Big Miss

Tesla said uncertainty in the auto and energy markets continues to increase due to impacts of rapidly evolving trade policy on the global supply chain and cost structure, and "this dynamic, along with changing political sentiment, could have a meaningful impact on demand for our products in the near-term."