Podcasts about Nio

- Donut Battery Labeled a Fraud - U.S. Accuses BYD and NIO of Military Ties - Honda CEO Asked to Resign - BYD Expects to Double Scale in 5 Years - IIHS Starts Testing Commercial Vehicles - Stellantis Begins Robotaxi Tests in Europe - Lucid Gravity Gets Level 2 Capability - BMW Owner Racking Up Hands-Free Driving Miles - Hyundai Group Could Pass Toyota and Honda in the U.S.

- Donut Battery Labeled a Fraud - U.S. Accuses BYD and NIO of Military Ties - Honda CEO Asked to Resign - BYD Expects to Double Scale in 5 Years - IIHS Starts Testing Commercial Vehicles - Stellantis Begins Robotaxi Tests in Europe - Lucid Gravity Gets Level 2 Capability - BMW Owner Racking Up Hands-Free Driving Miles - Hyundai Group Could Pass Toyota and Honda in the U.S.

The balance of power among China's leading EV makers may be shifting.This week on China EVs & More, Tu Le and Lei Xing break down a remarkable set of earnings results that reveal very different trajectories for China's EV leaders.NIO appears to be emerging from one of the most challenging periods in its history, delivering consecutive profitable quarters while building momentum behind the ES9, ONVO, and Firefly brands.Meanwhile, Li Auto finds itself in an unfamiliar position. Margins are under pressure, earnings disappointed, and the company is increasingly relying on the success of its new BEV lineup to reignite growth.And then there's BYD.While competitors focus on selling cars, BYD continues expanding deeper into batteries, semiconductors, AI, and autonomous driving technology. The company recently unveiled its own advanced automotive chips, reinforcing its position as one of the most vertically integrated technology companies in the automotive industry.Tu and Lei also discuss:⚡ NIO's surprising turnaround and profitability outlook⚡ Li Auto's reset and what comes next for the L-Series and i-Series⚡ BYD's chip ambitions and technology strategy⚡ XPeng's robotaxi and robotics plans⚡ Stellantis' €60 billion strategy and deepening China partnerships⚡ Volvo's U.S. approval and what it means for Chinese technology in North America⚡ Tesla FSD vs China's rapidly evolving intelligent driving systems⚡ Why the next automotive battle is about AI, software, autonomy, and scaleThe EV race isn't slowing down. But the leaderboard may be changing faster than most people realize._____⏱️ YouTube Chapter Timestamps00:00 The Auto Industry Has Flipped02:00 Trump-Xi Summit & Global Auto Implications05:00 NIO Earnings: Is the Turnaround Real?09:00 Li Auto's Challenges & Margin Pressure13:00 XPeng's Robotaxi & Robotics Ambitions17:00 Why BYD Is Becoming a Chip Company21:00 CATL, Chips & China's Tech Arms Race25:00 Stellantis' €60 Billion China Strategy30:00 Why Europe Needs Chinese Technology34:00 Tesla FSD vs China's Intelligent Driving Systems38:00 Waymo's Momentum & Autonomous Driving Reality41:00 Volvo Approval & Future Chinese Market Access44:00 What Happens Next for Global Automakers?47:00 Final Thoughts_____#ChinaEVs #NIO #BYD #LiAuto #XPeng #Tesla #ElectricVehicles #Robotaxi #AutonomousDriving #ChinaEVsAndMore

Can SpaceX justify a US$1.75 trillion valuation while Marvell becomes Wall Street's newest AI darling? Hosted by Michelle Martin, she unpacks SpaceX's blockbuster IPO plans and how Elon Musk is pitching Starlink, AI infrastructure and the xAI ecosystem to investors. We also explore why Nvidia CEO Jensen Huang's endorsement sent Marvell soaring and what it says about the next wave of AI winners. In Up or Down, we track Mapletree Investments, Nio, General Mills, Victoria's Secret and Li-Ning. Plus, what these stories reveal about the future of AI, consumer brands and global investing.See omnystudio.com/listener for privacy information.

- U.S. Wants More Local Content in Cars - GM Extends Battery Plant Layoffs - Axle Strike Puts GM Trucks at Risk - EU Countries Not Offering Enough Corporate EV Incentives - CATL Sodium Batteries Enter Mass Production - BYD Posts 1st Increase in 8 Months - NIO Abandons PHEVs and EREVs - Nissan Applying Quantum Computing Across Company

- U.S. Wants More Local Content in Cars - GM Extends Battery Plant Layoffs - Axle Strike Puts GM Trucks at Risk - EU Countries Not Offering Enough Corporate EV Incentives - CATL Sodium Batteries Enter Mass Production - BYD Posts 1st Increase in 8 Months - NIO Abandons PHEVs and EREVs - Nissan Applying Quantum Computing Across Company

Hur mycket kan du egentligen påverka din pension och varför känns ett av livets viktigaste ekonomiska beslut ofta så krångligt att man helst skjuter upp det? I veckans avsnitt av Pengapeppen gästas Moa Tyborn av Shoka Åhrman – sparekonom, författare och en av Sveriges mest uppskattade röster inom privatekonomi. I ett varmt, inspirerande och väldigt konkret samtal hjälper hon oss att reda ut pensionsdjungeln och visar att pension faktiskt inte handlar om siffror och blanketter, utan om frihet, valmöjligheter och framtidsdrömmar. Vi pratar om varför så många känner oro inför pensionen, hur pensionssystemet egentligen fungerar, vad den allmänna pensionen, eget sparande och tjänstepensionen betyder för din framtida ekonomi och vilka små saker du kan göra redan idag för att ge ditt framtida jag bättre förutsättningar. Dessutom pratar vi om ekonomiskt självförtroende, vanliga missuppfattningar och varför det aldrig är för sent att börja ta tag i sitt sparande. Helt enkelt ett avsnitt som ger både kunskap, framtidstro och konkreta verktyg för att skapa en ekonomiska trygghet, både idag och imorgon.   Höjdpunkter: 03:06 Pengar handlar inte om pengar – det handlar om frihet 08:35 Kommer dagens unga verkligen få någon pension? 09:25 Nio av tio har tjänstepension – men många vet inte om det 12:07 Den lilla pensionsdelen som kan göra stor skillnad 14:35 När ska man börja pensionsspara? Shokas svar överraskar 17:13 “Det är inte för sent” – därför kan du börja även efter 50 19:34 Därför får kvinnor fortfarande betydligt lägre pension än män 25:31 Varför unga känner pensionsångest – och varför de inte behöver göra det 26:26 Sluta tänka pension – börja tänka på ditt framtida drömliv 33:32 Om Shoka fick ge sitt 25-åriga jag ett enda ekonomiskt råd

Een pijnlijke ruzie tussen China en de EU. Eentje die kan uitmonden in een handelsoorlog. Het begon allemaal met een plan van Brussel. De Europese Commissie vindt dat de handel met China niet eerlijk verloopt en wil de tarieven op Chinese spullen gaan verhogen. Tot woede van de Chinezen. China waarschuwt dat het tegenmaatregelen neemt als Europa doorzet. En over die escalatie hebben we het deze aflevering. Wat gebeurt er als China terugslaat? Welke aandelen hebben er dan last van? En is Trump de lachende derde? Over Trump gesproken: hij viel opnieuw Iran aan. Net nu het leek dat er een akkoord lag tussen het Iraanse regime en de Trump-regering. We kijken wat die aanval betekent voor de olieprijs en voor de beurzen wereldwijd. Ook hoor je over het opvallende vertrek van de CFO van Adyen. Hij was tien jaar lang belangrijk voor het bedrijf, maar gaat weg. De financiele man gaat zelfs helemaal de fintechwereld uit. Verder vertellen we je alles over de bijzondere stap van KPN. Dat slaat de handen ineen met de eigenaar van Lidl. Samen willen ze een vuist bieden tegen de cloud-macht van de Amerikanen. Te gast: debutant Thomas Pellegrom van ABN Amro MeesPierson BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.

In this week's update, Jim Stromberg, CEO & Founder of StockInvest.us, dives deep into the current state of the markets. With the Nasdaq sitting in extremely overbought territory for over two weeks, is a 10% correction to the 24,000-point level imminent, or will the momentum push us straight to 30,000?Jim shares his personal trades, his outlook on the "best decade ever" for the global economy, and high-conviction bets on oil, gold, and defense stocks. We also get an update on the $1,000 Challenge portfolio, which has grown to over $4,400!Nasdaq Analysis: Why the RSI hitting 87 suggests a cooling period is ahead.The Oil Bet: Jim predicts a drop from $99 to $40 by the end of summer—here's how he's positioned.Geopolitics & Defense: Why drone manufacturers and military component producers are long-term dividend goldmines as the world rearms.Stock Deep Dives: Updates on Tesla (TSLA), Nvidia (NVDA), NIO, American Airlines (AAL), and more.Market Breadth: Only 32% of stocks are showing buy signals—what does this mean for the "hidden" rally?0:00 – Introduction: Nasdaq Overbought?1:20 – Global Economy: The Tide is Turning between East & West2:15 – Why a 10% Nasdaq Correction is Healthy3:00 – Oil Market: The Bearish Case for $40 Oil4:10 – Gold Outlook: Cooling down to $3,5005:10 – Geopolitics: Ukraine, Iran, and Global Stability6:00 – Investment Strategy: The Weapon Industry & Drone Wars7:30 – 10-Year Treasury Yields at 4.46% (Market Risk)8:40 – StockInvest.us Internal Data: Buy/Sell Signals Overview9:50 – Individual Stocks: Tesla, Nvidia, and the "Greed" Trap11:10 – Retail & Travel: Starbucks vs. Dollar General12:20 – $1000 Challenge Update: Portfolio hits $4,400+13:10 – NIO Forecast & Upcoming Earnings

Four stories today — all connected to what mattersfor your portfolio right now.Tomorrow the Onvo L80 officially launches. NIO's directanswer to Tesla's Model Y — priced below it, with batteryswap included, and Morgan Stanley projecting Onvo reaches30% of NIO group deliveries in Q2 up from 16% in Q1.William Li confirmed deposit flow was already exceedinginternal forecasts before the official launch.ES9 deliveries start May 27th. The L60 facelift haspre-sales coming late May with an official launch in June.That's four major NIO and Onvo product launches in asingle quarter — the most aggressive product calendarin company history.Today NIO pushed the Aster 1.5.0 OTA update to allexisting Firefly owners — a free motor power boost from105kW to 120kW, no hardware changes required. The updatealso prepares Firefly vehicles for NIO's fifth-generationbattery swap stations — the infrastructure that unifiesall three NIO brands on one network for the first time.NIO operates 3,846 swap stations and has delivered over110 million swaps since 2018. William Li guides to4,500-4,600 stations by year end. Gen 5 changes theunit economics of the entire swap business.Trump and Xi Jinping agreed today that the Strait ofHormuz must remain open. That's a joint US-China position— not just American pressure on Iran. China absorbs1.5 million barrels of Iranian oil daily. When Beijingpublicly aligns with Washington on Hormuz staying open,Iran's negotiating position weakens significantly.China also ordered 200 Boeing jets. Jensen Huang metChinese Premier Li Qiang directly in Beijing.And at midnight tonight Drake drops Iceman — 928 dayssince his last solo album, first since the Kendrick Lamarbeef reshaped his public image. The streaming numbersSaturday morning are a referendum on whether hip-hopstill moves the needle commercially — and whetherDrake's cultural dominance survived the feud.NIO earnings May 21st. Xpeng May 28th.---

Six stories today — all connected to your portfolio.The NIO ES8 topped China's large SUV retail rankingsfor the fifth consecutive month — including combustionvehicles. The most premium mainstream NIO product isthe best-selling large SUV in China. That margin mixis what William Li was signaling when he told his teamrevenue growth would outpace delivery growth in Q1.The Onvo L80 launches tomorrow. Starting at 245,800 yuanwith the battery — 17,700 yuan cheaper than Tesla'sModel Y in China. Under BaaS the entry price drops to159,800 yuan. 2,840 liters of total cargo space —largest of any five-seat SUV in China. 900-voltarchitecture. LiDAR version with NIO's Shenji chipor pure vision with Nvidia Orin X. Early order datais tracking slightly better than the L90 at the samepre-sales stage. Onvo targets 3,300 swap stationsby year end.Trump landed in Beijing today with Tim Cook, Elon Musk,and Jensen Huang — who boarded Air Force One in Alaskaat the last minute after Trump called him personally.Topics: trade, Taiwan, Iran, and Nvidia chip exportcontrols. If any movement emerges on chip exportsfrom this summit it moves the entire semiconductorsector and NIO's autonomy roadmap simultaneously.Tesla FSD just crossed 10 billion cumulative miles.Huawei Qiankun hit 10.47 billion kilometers cumulativewith 910 million kilometers in April alone. A Huaweiexecutive declared they will surpass Tesla by October.Tesla is reportedly pushing its full-strength FSD V14to employee vehicles in China for the first time.The biggest autonomous driving battle in Chinesehistory is underway.Chinese industry executives are now calling L3 amarketing grey zone — the liability problem betweenL2 and L4 creates confusion that hurts consumersand exposes manufacturers. NIO's careful marketinglanguage is a competitive advantage in this environment.Xpeng reports Q1 earnings May 28th — one week after NIO.PPI hit 6% year over year. Markets hit all time highs.Cerebras priced its AI chip IPO at $185/share.---

Four stories today — all connected to your NIO position.NIO reports Q1 2026 earnings on May 21st before US marketsopen. Three things to watch on the call: whether revenuegrowth outpaced delivery growth as management guided,whether gross margin held above 17.5% from Q4 2025,and what William Li says about ES9 and L80 demand momentum.April delivery breakdown: the ES8 delivered 13,020 units —44% of NIO's entire monthly volume. The 5566 lineup(ET5, ET5 Touring, ES6, EC6) is under significant pressurewith meaningful year-over-year declines across every model.In Q1 the ES8 accounted for over 77% of NIO-brand deliveries.That's a company running on one engine. The ES9 and L80are engines two and three — both launching in the next 15 days.Every major automaker now wants chip independence.Volkswagen announced it's developing its own automotiveSystem-on-Chip in China for Level 3 autonomous driving.VW is already using Xpeng's Turing chip in its firstall-electric China SUV — the ID. UNYX 08 — which justentered production with deliveries starting by end of June.Reports from the Chinese internet suggest NIO is planningto sell its Shenji NX9031 chip to other manufacturersafter spinning off the chip business. The Apple siliconplaybook applied to automotive.April CPI dropped today at 3.8% year over year — thehighest since May 2023. Gasoline up 28.4% annually.Beef up 14.8%. Airline fares up 20.7%. Real wages fell.Bank of America now forecasts no Fed rate cuts untilthe second half of 2027. Traders are pricing a 30%chance of an actual rate hike by year end.The macro headwind is real. It's Iran-driven.It resolves when Hormuz resolves. Until then —watch oil, not the Dow.Also — missed yesterday. Writing a book. More soon.

Five stories today — NIO leads everything.ES9 test drives open May 11th — this Sunday.NIO has initiated a 10,000 kilometer (6,200 mile)shortest-time driving challenge alongside the opens.Onvo L80 launches May 15. ES9 deliveries begin May 27on the same day as the official launch — nearlyunheard of in the Chinese EV industry.A leaked image circulating on Chinese social mediasuggests NIO is developing a companion smartphonethat extends across all three of its brands — NIO,Onvo, and Firefly. A NIO phone would integratenatively with the swap network, NIO Pilot, vehiclecontrols, and the Shenji chip ecosystem. This is theecosystem thesis playing out in real time.April EV sales are in. Leapmotor hit 71,387 units —a 73.9% year-over-year increase and a new all-timemonthly record. NIO delivered 29,356 units — up22.8% year-over-year but squeezed out of the 30Kclub by Xiaomi. NIO's cumulative deliveries crossed1.11 million units. The April softness was predicted.May 15th is when the recovery starts.Leapmotor's record comes with a problem. Its newD-series flagship is priced at 250,000-300,000 yuan —moving directly into NIO's territory. The brand thatbuilt its identity on affordability is now trying tosell premium products to buyers who expect premiumbrand experience. NIO spent eleven years building that.Leapmotor is trying to do it with a product launch.Markets hit all-time highs today — S&P 500 at 7,398,Nasdaq at 26,247, six straight winning weeks. Micronsurged 13.7%, Oracle 13.56%, SanDisk 14.27% in onesession. Apple signed a chip-making deal with Intel.And Michael Burry compared the AI trade to the finalmonths of the 1999-2000 dot-com bubble.Watch the semis. Watch the AI infrastructure names.The momentum is real. So is the caution sign.---

Vera Herngren gästar vardagsfilosofiska rummet och ställs inför ett av våra mörkare dilemman. Historisk intervju avhandlas och vi ställer frågan: Hur många glassar kan en diabetiker bälga i sig egentligen? Lyssna på alla avsnitt i Sveriges Radios app. Avsnittsbeskrivning:Vera Herngren gästar vardagsfilosofiska rummet och ställs inför ett av våra mörkare dilemman. Både World deer calling championship 2026 och en historisk intervju med John Guidetti avhandlas. Den stora frågan: Hur många glassar kan en diabetiker bälga i sig egentligen? Samir kommer med ett alldeles eget fall för musikdomstolen. Vi pratar om den märkliga kärleken mellan Tottenham och Greta gris. Och sist men inte minst: Vakten på Berghain och Ines nio bröstvårtor.Programledare: Samir Yosufi & Hanna Hellquist

Episode #250 of China EVs & More dives into a turning point moment for the global auto industry as China's EV market enters a new phase ahead of the Beijing Auto Show.Tu Le and Lei Xing break down an explosion of flagship SUV launches across Chinese brands — from NIO, XPeng, Zeekr, and LeapMotor — all competing in the same $40K–$60K range with similar tech, features, and performance. The result? A hyper-competitive market where price has become the ultimate differentiator.  But that's just one side of the story.The episode also explores:Why Chinese EVs are converging on identical feature sets (800V, ADAS, AI chassis)How foreign automakers (VW, Nissan, Audi) are attempting a comeback in ChinaWhy marketing costs and partnerships may determine survival for legacy OEMsAnd how China's EV ecosystem is shifting from price wars → brand differentiationThis is not just about China anymore — it's about who wins the global auto reset.

In the 1990s, DUP leader Ian Paisley railed against the peace process, denouncing it as a sellout. But newly declassified documents reveal that some of his lieutenants, including Gregory Campbell, held in fact much more moderate views that those they professed publicly. East Londonderry MP Gregory Campbell has always presented himself as a hardliner who has long been known for tough rhetoric and even gratuitous insults. But formerly secret files from the UK's archive in Kew have revealed a different side to him and that he and other senior DUP figures were keen to play a part in the peace talks, with NIO officials regarding them as key DUP moderates. The Belfast Telegraph's Northern Ireland editor, Sam McBride, joins Ciarán Dunbar. Hosted on Acast. See acast.com/privacy for more information.

Three stories on the last day of April — all connectedto your portfolio.Trump started a war with Iran in February. Oil hit $104.The Strait of Hormuz closed. And Chinese EV exports hit arecord high in March — up 140% year over year according tothe China Passenger Car Association. Solar, batteries, andEVs combined rose 70% in total export value. China's batteryexports alone hit $10 billion in a single month.Diesel is up over 100% in parts of Southeast Asia. Countriesthat depended on Middle Eastern oil don't need governmentincentives to switch to EVs anymore — their fuel bill isthe incentive. Trump started a war that accidentallyaccelerated the global case for Chinese clean energy.NIO's battery asset operator Mirattery issued its secondgreen ABN of 2026 — another 1 billion yuan, bringingcumulative issuance to 4 billion yuan total. The seniortranche carries a coupon rate of just 2.00% — below China's3.00% benchmark lending rate. The issuance was oversubscribed.Rates are trending down. The swap network is now raisinginstitutional capital at premium terms. That's infrastructure,not just a product feature.Big Tech reported last night. Microsoft beat. Amazon beat.Alphabet beat and rose 10%. Meta beat and fell 5% on flatQ2 revenue guidance. Combined AI capital expenditure acrossthe four companies has hit $725 billion for 2026. The marketis no longer rewarding beats — it's demanding proof thatthe spending is generating returns right now. Alphabet showedit. Meta didn't. The scoreboard reflects that.May is NIO's biggest month in company history.ES9 official launch. Onvo L80. Beijing Auto Show public days.---

Nasdaq still offers a lot of good trades, but it is getting less and again risk is higher. New trends are forming and it is time to restructure the holdings accordingly. In the $1.000 challenge NIO is on a small dip, but Jim believe it will be short lived and new upturns await. Is $5.000 within reach by end of the week?Tune in for this week's episode of "Trading Tips With Jim"

Six stories from the biggest auto show in history —plus two US macro stories your portfolio needs today.The 2026 Beijing Auto Show opened April 24 as the largestauto show ever staged — 380,000 square meters, 1,451 vehicles,181 world premieres. The secretary-general of the PassengerCar Association called it the only booming top-level autoshow left in the world as Detroit, Frankfurt, and Tokyocontinue to shrink or cancel.Tesla skipped it. Again.NIO brought all three brands — NIO, Onvo, and Firefly —under one roof for the first time. The ES9 made its publicdebut with over 40 industry-first technologies, dual ShenjiNX9031 chips, and SkyRide full active suspension.Official launch late May. Deliveries June 1.The CEOs were the real show. Lei Jun of Xiaomi visitedNIO, Xpeng, Li Auto, and BYD's booths and gave printedT-shirts to Li Bin, Li Xiang, and He Xiaopeng — photoshit every Chinese hot search immediately. Wang Chuanfu —the richest man in China — took the subway to the venueand stood at the BYD booth for six hours straight.Huawei spread across 4,400+ square meters with five brandson one platform — and is creating a brand identity problemnobody has answered yet. Xpeng showcased Level 4 autonomousdriving with the GX model.Back in the US — Big Tech reports this week. Apple,Microsoft, Meta, and Amazon all drop earnings. The Fedmeets Tuesday with a 100% chance of no rate cut as oilstays above $100 and Goldman raised their Q4 Brentforecast to $90 per barrel.---

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über schlechte Zeiten für Porschianer, das neue Machtbarometer der globalen Autoindustrie und den wahren Schwellenländer-ETF. Außerdem geht es um ServiceNow, IBM, SAP, Texas Instruments, Intel, Arm Holdings, Nvidia, Siemens Energy, Porsche, Blackstone, Lockheed Martin, American Express, Nike, Meta, Volkswagen, BMW, Mercedes-Benz Group, BYD, Geely, Nio, Zeekr, Samsung, SK Hynix, WisdomTree True Emerging Markets ETF (WKN: A41U4P) Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Five stories today — starting with the one every NIO investor needs to hear right now.A British Virgin Islands holding company called Charge Peak, which owns the patents of bankrupt Israeli startup Better Place, just sent NIO a cease-and-desist letter demanding $250 million — calculated as 2% of NIO's 2025 revenue. They're claiming NIO's battery swap network infringes three European patents.Here's why I'm not worried. This is not a lawsuit — it's a negotiating letter. Better Place went bankrupt in 2013. NIO was founded in 2014 and has been filing its own independent battery swap patents since 2017. NIO responded directly — their technology is "materially different" and developed through years of independent R&D. And the three patents cover European operations only — about 60 of NIO's 4,000 global swap stations.The timing is telling. This letter dropped the day before Beijing Auto Show with NIO stock up 95% in 12 months. That's not coincidence. That's a shakedown. Buy the dip if it comes.On the same day — NIO delivered its 100,000th third-generation ES8 in Beijing. 100,000 units above 300,000 yuan in a market where 56% of dealerships are losing money. William Li didn't pick that timing by accident.Israel and Lebanon extended their ceasefire three weeks after Trump personally joined the White House meeting. Three more weeks of breathing room for markets.Google dropped $750 million to help companies deploy AI faster — the real AI battleground is now implementation, not model building.And a startup called Noscroll launched an AI bot that does your doomscrolling for you. The irony for this channel writes itself.Beijing Auto Show media day is tomorrow. This channel covers everything.---

Four stories that all connect to your portfolio today.Tesla reported Q1 2026 earnings — $22.38 billion in revenue and $0.41 EPS, both beats. But deliveries missed at 358,023 units and Tesla built 50,000 more cars than it sold. Capex guidance jumped $5 billion above prior guidance to $25 billion. The stock gave back its after-hours gains on that news.Meanwhile NIO delivered 83,465 vehicles in the same quarter — up 98.3% year over year. The growth gap between these two companies is the story.China's auto price war just paused heading into Beijing Auto Show. Three years of below-cost pricing, collapsing margins, and industry-wide bleeding — and it stopped this week. That pause is a structural tailwind for NIO which was designed to compete above the price war's reach.Chinese automakers held 80 car launches in March 2026. Sales dropped 15% in the same month. That's the fast consumer goods trap — brands launching constantly while buyers wait for the next cheaper model. NIO operates above 300,000 yuan where that trap doesn't apply the same way.Beijing Auto Show opens Friday. 1,451 vehicles. 181 world premieres. Tesla skipped it again. NIO is at booth E203 with all three brands. ES9 momentum, ES8 milestone, and a potential Gen 5 battery swap announcement. This channel covers it all starting Friday.

Four stories today — all connected to your portfolio.Trump extended the Iran ceasefire hours after saying he wouldn't, calling Iran "seriously fractured." JD Vance called off his Pakistan trip. Iran said it hadn't decided whether to show up. And then — extension, no end date. Oil moves tonight. Nothing is resolved.CATL held its Super Tech Day in Beijing. Five new battery products. The headline: a full charge from 10% to 98% in 6 minutes and 27 seconds — a new global record. The Kirin Condensed Matter Battery delivers 1,500 km of range. And Naxtra — the world's first mass-producible sodium-ion battery — goes into production by end of 2026. CATL supplies NIO. Better batteries strengthen the swap network. And NIO already owns 4,000 stations — the infrastructure CATL is now trying to build from scratch.The 2026 Onvo L90 launched today with NIO's in-house Shenji NX9031 chip for the first time. Nvidia chips out. NIO silicon in. Deliveries start May 9th. The L80 comes next.NIO stock is up 95% over the past 12 months — its best run since 2020. The fundamentals are finally matching the promise. Beijing Auto Show starts April 24th. This week is loud.Courtside Financial. Hosted by Obi.

Five stories that matter for your portfolio today.William Li held an internal NIO meeting and told his employees Q2 will be hard. Most CEOs would never say that out loud. Obi breaks down why that's actually the most bullish signal you could get — because honest CEOs outperform, and because Li already identified the solution.Q1 deliveries hit 83,465 vehicles — up 98.3% year over year. Revenue growth is expected to outpace delivery growth. ES9 early orders from non-NIO buyers are already 1.5 times the ES8 at the same pre-sales period. That's total addressable market expansion in real time.The broader Chinese auto industry is bleeding. The 200,000 yuan segment has become the kill zone. NIO operates above 300,000 yuan where margins still exist and brand matters more than spreadsheets.Sam Altman's World project is expanding to Tinder, Zoom, DocuSign, Shopify, and Okta. Iris scanning to prove you're human in an internet he helped make more confusing.A man hacked the US Supreme Court filing system, bragged about it on Instagram, and walked out with probation.And a disgruntled researcher dumped working Windows exploit code online because of a conflict with Microsoft. Criminals are actively using it. Every one of these stories is a tailwind for cybersecurity spending.Courtside Financial. Hosted by Obi.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

William Li said at the ES9 launch that people can now forget about MPVs. Buick — with 27 years of MPV history in China — responded publicly on Weibo and invited Li to sit in their new Century before making that judgment.Today Obi breaks down what's actually happening beneath the brand beef.The numbers tell the real story: 11.88 million SUVs sold in China in 2025 vs just 1.06 million MPVs — and the gap is growing. The market has already voted.The ES9 starts at 420K yuan, the Buick Century starts at 470K yuan. They're fighting for the same wallet. But the ES9 isn't just competing on product — it's competing on technology, ecosystem, and the kind of brand momentum that has people in Chinese restaurants talking about NIO stock for the first time.Buick's response is good marketing. But when a legacy brand publicly defends its category against you — that's not strength. That's confirmation you're winning the narrative.ES9 deliveries start June 1st. 46 days away.Courtside Financial. Hosted by Obi.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

Jessica Dersén och Karin Svensson, medgrundare ALL I AM Beauty gästar podden Framtidens E-Handel och djupdyker i hur man skalar ett influencer-drivet varumärke tillsammans med Amanda Schulman, utmaningarna med att bygga ett hållbart community och varför de väljer att prioritera kontroll och lönsamhet framför topline-tillväxt till varje pris. Dessutom diskuterar vi varför hudvård är en svårare nöt att knäcka än makeup, hur man optimerar sin meta-annonsering och varför de nu förbereder sig för en internationell expansion.02:28 - Zlatan-samarbetet lade grunden för deras entreprenöriella mindset09:19 - Amanda Schulman fungerar som både medgrundare och affärsmotor10:34 - Omsättningen fördubblades till 25 miljoner med bibehållen lönsamhet11:21 - Egen e-handel står för 70 % av totalförsäljningen14:33 - Retail-partners kräver investeringar i marknadsföring för hyllplats17:59 - Fysisk närvaro är avgörande för att kunden ska testa20:41 - Hudvård kräver högre förtroende och kredibilitet än makeup23:35 - Autentiskt och ”fult” content presterar ofta bäst digitalt30:40 - Teamet levererar upp till 30 nya annonser veckovis31:35 - Likviditetsprognoser på sex månader säkrar bolagets finansiella hälsa34:04 - Överlager hanteras strategiskt via gåvor och nischade kampanjer36:36 - Nyförsäljningen ökade dramatiskt genom optimerad anskaffning via Meta43:40 - Norge identifieras som nästa stora marknad för expansion51:10 - Målet är att fördubbla omsättningen även under 202657:17 - Nio månader utan lön krävdes för att starta resan Här hittar du Jessica & Karin:https://www.linkedin.com/in/jessica-ders%C3%A9n-55450531/ https://www.linkedin.com/in/karin-svensson-b4ba114a/ Sponsor Walley:https://www.walley.se/ Framtidens Berns Event:https://framtidensehandel.se/products/roast Följ Björn på LinkedIn:https://www.linkedin.com/in/bjornspenger/ Följ Framtidens E-handel på LinkedIn:https://www.linkedin.com/company/framtidens-e-handel/ Besök vår hemsida, YouTube & Instagram:https://www.framtidensehandel.se/ https://www.instagram.com/framtidens.ehandel/ https://www.youtube.com/channel/UCEYywBFgOr34TN8NtXeL5HQPoddproducent och klippare Michaela Dorch & Videoproducent Fredrik Ankarsköld:https://www.linkedin.com/in/michaela-dorch/ https://www.linkedin.com/in/ankarskold/ Tusen tack för att du lyssnar!Support till showen http://supporter.acast.com/framtidens-e-handel. Hosted on Acast. See acast.com/privacy for more information.

Six stories today that connect around a single theme — the companies that survive consolidation own the decade.Nissan's Dongfeng joint venture was caught running a coordinated troll army against Li Auto during a product launch. Leaked internal documents exposed Li Auto's models as explicit targets. China's Ministry of Industry and Information Technology stepped in.This is happening against the backdrop of China's auto industry hitting a 4.1% profit margin — its lowest since 2015. Over half of Chinese dealerships lost money last year. The price war nearly destroyed the industry. NIO just posted their first quarterly profit in this environment. That's the story.Meta is projected to surpass Google as the world's largest digital advertising platform in 2026 at $243 billion — Zuckerberg's quiet comeback is one of the greatest in modern corporate history.Citadel's Ken Griffin publicly warned of global recession if the Strait of Hormuz stays closed. The Iran ceasefire expires next week.Over 1,000 Hollywood insiders signed an open letter opposing the Paramount and Warner Bros Discovery merger.And Hailey Bieber turned Justin's Coachella headline set into a Rhode brand product launch. That's a founder mindset.Courtside Financial. Hosted by Obi.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

- Tesla Receives First FSD Approval in Europe - Nio CEO Says Adopting Common Specs Will Save Billions - Foreign Brands Gain Ground as China EV Subsidies Fade - VW Group Sales Slump Amid U.S. Tariff Challenges - Volvo U.S. Sales Plunge as Inventory Levels Rise - Chery Pursues European Production Through Partnerships - BYD Tests New Affordable Plug-In Hybrid Pickup Truck - Ford Uses AI for Real-Time Robot Weld Repairs - Cars.com Shares Jump Following Workforce Cost Cutting

- Tesla Receives First FSD Approval in Europe - Nio CEO Says Adopting Common Specs Will Save Billions - Foreign Brands Gain Ground as China EV Subsidies Fade - VW Group Sales Slump Amid U.S. Tariff Challenges - Volvo U.S. Sales Plunge as Inventory Levels Rise - Chery Pursues European Production Through Partnerships - BYD Tests New Affordable Plug-In Hybrid Pickup Truck - Ford Uses AI for Real-Time Robot Weld Repairs - Cars.com Shares Jump Following Workforce Cost Cutting

In Episode 244, Tu Le and Lei Xing break down a major escalation in the global EV race: Chinese automakers are now targeting the most profitable segment in North America — large SUVs and trucks.  NIO's new ES9 flagship SUV delivers Tahoe-level size and luxury at a fraction of the price in China, signaling a direct challenge to the profit engines of GM, Ford, and Stellantis.The episode also explores:The continued collapse of premium brands in China, including Porsche and MercedesRising export dependence as domestic competition intensifiesThe next wave of product launches ahead of the Beijing Auto ShowTesla's strategy amid stagnating product refresh cyclesHow global macro forces — including the Iran war — are impacting EV demand and costsTu and Lei highlight a critical shift:

I took my short term profits last week as I believe we will head back to red this week. But the red will not be for long or very deep. Personally I will use the chance to accumulate more of the shares I want at prices I believe is fairly good. Especially Nasdaq seems to offer some good buys and I am correct that week will be red the entries will be even better.If you wonder which stocks I am looking at, then tune into this week's episode of "Trading Tips With Jim" as we head into week 16/2026PS: After video was made NIO went up 7% in Fridays trading. Correct end value for the $1000 challenge last week is therefore $4.576

Four stories today that all connect back to NIO and your portfolio.William Li took the stage at the China EV 100 Forum urging the entire Chinese auto industry to standardize batteries and chips — a move he says could unlock over $14 billion in industry-wide savings. NIO's own ES9 has over 4,000 chips from 1,000+ varieties. NIO is cutting internally to ~400 types.A 36Kr analysis reveals China's auto chip self-sufficiency is only 25% — 75% still imported. DRAM prices jumped 180% in 3 months as Samsung, SK Hynix and Micron redirect capacity to AI. One mid-tier smart EV's memory cost went from $100 to $290.The $29K pure EV sedan market is dominated by Tesla and Xiaomi — and 2026 may be the last window for anyone else to crack it.And Trump just announced a US Navy blockade of the Strait of Hormuz after 21 hours of failed peace talks in Islamabad. Experts warn elevated oil prices could persist through end of 2026 — making NIO's battery swap model more valuable every single day.Courtside Financial. Hosted by Obi.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

Friday roundup. Here's everything that mattered this week.NIO unveiled the ES9 — physically larger than a Rolls Royce Cullinan and projected to carry NIO's highest SUV gross margin. Pre-orders from outside NIO's existing community are already running 1.5x the ES8's pre-sale pace. We break down what it means for the business.ALSO THIS WEEK:— Inflation worst reading in 2 years — gas up $1+/gallon since US-Iran conflict began— 3,200 ships idle in the Strait of Hormuz— S&P 500 recovering war losses as ceasefire talks progress— Someone threw a Molotov cocktail at Sam Altman's house— Michael Burry posted and deleted — Palantir dropped anyway— Chinese NEV exports up 124% YoY in Q1 — Tesla China exports up 164%— Can NIO actually become the next BMW, Benz or Audi? The honest answer from the Chinese press— US crackdown on China academic collaboration — what it means for the tech warCourtside Financial. Hosted by Obi.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

Most NIO investors are focused on delivery numbers. Not enough people are talking about the man leading the company and why he actually has something to lose.William Li founded NIO in 2014 with ~$150M of his own money.When the company was going bankrupt in 2020 he pledged his personal shares to fund $100M in emergency notes out of his own pocket. Then came the Hefei Miracle — a $1B lifeline from the Hefei government that saved the company.Today Obi breaks down that full story, explains why the 2026 $1.1B performance pay package is actually one of the most bullish signals in the NIO thesis, and covers Sam Altman getting a Molotov cocktail thrown at his house, Snap's AI glasses, StubHub's $10M FTC settlement, and YouTube raising Premium prices again.How quickly people forget. How many never knew.Courtside Financial. Hosted by Obi.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcAttention to all Ovtlyr who will be joining us at the Trader Fest Live Summit 2026 Presented by Tradier, Sponsored by Cboe!

NIO revealed the ES9 today in Hangzhou. Pre-sales start at 528,000 yuan — about $77,000 — with battery-as-a-service bringing the entry price down to 420,000 yuan. That's 31% lower than the ET9 sedan carrying identical technology — the same Shenji NX9031 autonomous driving chip, SkyRide active chassis, 900V architecture, and 600kW charging. Official launch late May. First deliveries June 1st. NIO Hong Kong shares hit a five month high. Obi used Nord VPN to access the Chinese internet and found Chinese automotive journalists on dealership floors, real buyers pressing their faces against showroom windows, and community members calling the ES9 a Range Rover killer at half the price. Full breakdown of the confirmed specs — 5,365mm length bigger than a Rolls-Royce Cullinan, 520kW dual motor, 620km range, 47 speakers, zero gravity second row seats, electrochromic windows, wire-controlled steering, 5.4 meter turning radius — plus the investment thesis for what the June 1st delivery date means for NIO's trajectory through the rest of 2026.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

GoPro cut 23% of their workforce this morning. Over 1,600 companies have announced layoffs since January 1st as AI eliminates jobs faster than any recovery can replace them. Apple former insiders confirmed this week that Apple had a 5-year head start on AI and wasted it — Siri still trailing ChatGPT, Gemini, and Claude in 2026. And NIO confirmed today their in-house Shenji chip is going into the Onvo L90 launching April 21st — meaning NIO's own semiconductor technology now runs across Firefly, Onvo, and the NIO main brand. Shenji chips are already being pitched to Leapmotor and Geely as a third party supply business. NIO is not just a car company. They're building an AI chip ecosystem inside a car company. Obi breaks down what the AI layoff wave means for everyday Americans, why Apple's failure is the most important business lesson of 2026, and why the Shenji chip story is the most underappreciated investment thesis in the EV space right now. ES9 reveals tomorrow.Nord Security Products:NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

J.P. Morgan put a $145 price target on Tesla today — a 60% drop from current levels. Meanwhile NIO upgraded the Firefly with more power, more features, and same price — giving existing owners the motor upgrade for free over the air. Volkswagen launched a new EV in China built using Xpeng's technology — the 89-year-old German automaker needed Chinese help to compete. BYD's Denza starts pre-sales for a luxury SUV that charges in 9 minutes. And tomorrow NIO reveals the ES9. Full breakdown of everything happening in the Chinese EV space 24 hours before NIO's biggest product reveal.Nord Security Products:*NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠*NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Discord: https://discord.gg/GSbp4wR

Three stories dropped today that most people aren't connecting. OpenAI is burning $85 billion in a single year. Pakistan is mediating an Iran truce that could drop gas prices this week. And tomorrow NIO reveals the ES9 — their largest SUV ever at 5,365mm long, bigger than a Rolls-Royce Cullinan, with 697 horsepower, 620km CLTC range, 900V charging adding 155 miles in five minutes, dual Shenji NX 9031 autonomous driving chips built in-house, and the SkyRide active chassis system from the ET9. Obi breaks down everything we know going into tomorrow's tech reveal event, why the battery swap model makes NIO owners immune to oil price swings regardless of what Pakistan negotiates, and why the ES9 is not just a car story — it's a civilization story about where automotive technology is actually being built.Nord Security Products:* NordVPN: ⁠https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902⁠* NordPass: ⁠https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356⁠Lessie AI (Courtside Financial Link) :https://bit.ly/4dmJk27Lessie AI Discount code: CF50Discord: https://discord.gg/GSbp4wR

I have started to get back into Tesla and continue to increase my market positions. Last week offered a strong return for the latest trades and again signals proved to be right.In this week's podcast I speak more about what I think will happen moving forward and also reveal more of my positions and onging trades. In the $1000 challenge NIO have had a good period bringing the $1000 challenge up above $4.400.This and much more in this week's episode of Trading Tips With Jim

Send us Fan MailEpisode Overview: The Threat of Chinese EVs to the U.S. MarketThe global auto industry is facing one of its biggest shakeups in decades—and it's coming fast.Chinese electric vehicle manufacturers like BYD, NIO, and XPeng are rapidly expanding beyond their domestic market, producing EVs that are not only cheaper—but in many cases, more advanced—than what traditional automakers are offering.At the center of this shift is BYD, which has already surpassed Tesla in global EV sales volume. Their ability to control battery production, reduce costs, and scale quickly has made them a serious global competitor.⚡ Why This MattersChinese EV companies are doing something legacy automakers have struggled with:Producing affordable EVs at scaleControlling their own battery supply chainsLaunching vehicles faster and cheaperIn markets like Europe and South America, Chinese EVs are already gaining traction—offering compelling alternatives at significantly lower price points.

In Episode 242 of China EVs & More, Tu Le and Lei Xing break down a pivotal week in the global EV industry — one defined by accelerating innovation, new partnerships, and intensifying competition across China, the U.S., and beyond.  XPeng reaches a major milestone with its first quarterly profit, joining NIO, Li Auto, and Leapmotor in demonstrating that China's EV startups can achieve profitability — even amid one of the most competitive markets in the world.Meanwhile, Rivian secures a $1.25 billion partnership with Uber, signaling a major push into the robotaxi ecosystem and raising questions about whether EV startups can remain viable without tapping into autonomy and mobility platforms.The hosts also dive into Xiaomi's refreshed SU7 launch, the growing wave of EV announcements ahead of the Beijing Auto Show, and how Chinese automakers continue to iterate products 2–3x faster than legacy competitors.Other key topics include:The rise of “physical AI” and next-generation autonomy platforms from XPengNVIDIA's expanding role in global AV ecosystemsThe future of robotaxis and whether margins will hold as competition growsThe coming battle for large electric SUVs in China and globallyHow Chinese EV technology is increasingly influencing global vehicle design and developmentWith Chinese OEMs scaling faster, launching more products, and expanding globally, Tu and Lei highlight a clear shift: the EV race is no longer about catching up — it's about survival and adaptation.

This week on China EVs & More, Tu and Lei break down one of the most turbulent weeks yet for the global auto industry.  Honda stunned the industry by announcing $15.7 billion in EV write-downs and abandoning its “Zero” EV program, marking the company's first loss in its 70-year history. Porsche and Volkswagen Group also revealed dramatic profit declines as EV investments, tariffs, and China market pressures weigh heavily on legacy automakers.Meanwhile, China's EV sector continues to move at breakneck speed. NIO and Li Auto both reported earnings and ambitious 2026 growth targets, while a new wave of large luxury SUVs — from AITO, BYD, Xpeng, and others — intensifies competition in China's most profitable segments.The hosts analyze how China's relentless product cycles and rapid innovation are redefining the global automotive landscape, leaving Western automakers scrambling to catch up.Other key topics include:Why the Tesla Model 3 could face pressure from Xiaomi's refreshed SU7The coming explosion of large electric SUVs at the Beijing Auto ShowWhether Chinese EVs could soon challenge U.S. truck and SUV dominanceThe role of partnerships and acquisitions as Chinese and Western automakers increasingly collaborateHow Canada's new EV policy could open the door to Chinese brands in North AmericaFrom collapsing profits to accelerating innovation, this episode highlights a stark reality: the global EV race is no longer just about electrification — it's about technology speed, scale, and survival._______

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(03:17) Adobe Earnings and CEO Transition(06:06) Dollar General's Performance and Market Indicators(09:07) Oil Prices and Economic Implications(12:05) NIO's Market Position and Growth Potential(15:20) Oracle's Business Model Transformation and Risks(35:33) Amazon's Debt Strategy and Its Implications(40:16) Salesforce's Buyback Strategy: Risky or Reasonable?(43:55) Analyzing Kelly Partners Group's Performance(52:39) The Collapse of GoEasy: Lessons in Lending(01:02:21) Nintendo's New Game and Market Impact*****************************************************Subscribe to Emerging Moats Research: emergingmoats.com *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

The EV market will "continue to be pretty challenging" for 2026, says Tu Le. While Tesla (TSLA) and NIO Inc. (NIO) vehicles deliveries soared abroad, indicators in Li Auto (LI) earnings show roadblocks that will expand to other companies. Frances Newton adds the end to EV tax credits as another critical headwind for the industry. She believes Tesla will lead the sector in the U.S. due to its exposure in AI and autonomous driving.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about 

Lego had its best year ever, launching 2 new sets every day… Thanks to a lesson from sports.Nvidia's Jensen Huang wrote his first blog post in 6 years… to explain AI is like a 5-layer cake.China's Nio is out-innovating Tesla… because it doesn't charge batteries, it swaps ‘em.Plus, it's the End of Athleisure… denim is eating LuluFYI, here's Nvidia blog post: https://blogs.nvidia.com/blog/ai-5-layer-cake/ $NIO $MAT $HAS $LULU $NVDABuy tickets to The IPO Tour (our In-Person Offering) TODAYArlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

DEK - Plus: Chinese EV-maker NIO reports first-ever net profit. And Uber expands feature that allows female users to request rides from women drivers. Julie Chang hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

- VW Profits Halved by Tariffs and China Losses - Renault Unveils New Strategy and 36 New Models - Ford Suspends Guidance Over Tariff Impact - Slate Names New CEO Ahead of $25K Pickup Launch - NIO Posts 1st Quarterly Profit on Sales Surge - Zoox Expands Testing to Phoenix and Dallas - Nissan and Uber Partner on Wayve-Powered AVs - 1st Look: Refreshed Chrysler Pacifica Revealed - Stellantis Taps Toyota and Bosch for Hybrid Tech - U.S. Selects 8 Projects for eVTOL Program

- VW Profits Halved by Tariffs and China Losses - Renault Unveils New Strategy and 36 New Models - Ford Suspends Guidance Over Tariff Impact - Slate Names New CEO Ahead of $25K Pickup Launch - NIO Posts 1st Quarterly Profit on Sales Surge - Zoox Expands Testing to Phoenix and Dallas - Nissan and Uber Partner on Wayve-Powered AVs - 1st Look: Refreshed Chrysler Pacifica Revealed - Stellantis Taps Toyota and Bosch for Hybrid Tech - U.S. Selects 8 Projects for eVTOL Program

In this episode of China EVs & More, Tu Le and Lei Xing break down one of the most eventful weeks in the EV industry — from NIO reaching major milestones to new rumors of partnerships between Chinese and Western automakers.  NIO is on the verge of two historic achievements: its first profitable quarter and its 100 millionth battery swap. For a company that helped pioneer China's smart EV startup movement, the milestone represents both redemption and a new beginning.The hosts also unpack a series of industry-shaking developments:Rumors of potential Xiaomi–Ford and Geely–Ford collaborationsCanada's evolving EV policy and the implications for Chinese automakers entering North AmericaThe ongoing EV price war in China and how it's reshaping the global auto marketTu and Lei explain why Chinese automakers are rapidly becoming global competitors — not just through vehicle exports, but through technology partnerships, battery supply chains, and software ecosystems.The conversation also highlights the next wave of EV competition: affordable electric vehicles. Rivian's highly anticipated R2 SUV, Ford's upcoming EV platform, and the Chevrolet Equinox EV could become critical in determining whether U.S. automakers can compete against Chinese EV makers in the next decade.The episode concludes with a look at China's fast-changing regulatory environment — from new vehicle safety rules to battery technology innovation — and why the Beijing Auto Show could reveal the next major shift in the EV industry.From battery swapping and profitability milestones to geopolitical trade dynamics and the future of affordable EVs, this episode captures a moment when the global auto industry is rapidly transforming.