China's EV market recovery boosts automakers like BYD and NIO, benefiting semiconductor leaders Texas Instruments TXN, Onsemi ON, and STMicroelectronics STM.
Three of the magnificent seven stocks are now at risk of becoming a pain trade for the market as they are now the most crowded trade today
Autohome operates a platform connecting China's auto market. It provides exposure to China's EV market without the OEM risk.
Sentiment on the sector wasn't helped by the latest developments in Asia.
Rivian shined this week, but the EV market didn't have a good week overall.
EVs are eating the auto industry, but that doesn't automatically mean higher profit margins.
Tesla's stock price more than doubled over the past year, but it may not be the unstoppable giant that some think it is.
Rivian Automotive is exceeding its production targets but facing delivery challenges amid rising interest rates and stiff competition in the EV market.
In the Chinese race to take the EV crown, there is one name that stands out head and shoulders above any other competitor. Markets and analysts know and love it
In its Q3 report, Ford said it was adapting its EV approach to address cost competitiveness, reflecting customer price sensitivity. Earnings and sales grew.