Podcasts about Nio

It's ev.news Briefly for Thursday 27 August 2026, only today's headlines and nothing else, in just 4 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the ev.news Community. You can be like them by clicking here: https://www.patreon.com/evnewsHYUNDAI PLANS 41 EUROPEAN MODELS BY 2030Hyundai and Genesis will launch 41 new or updated models in Europe by 2030, targeting more than 420,000 EV sales a year against 116,000 in 2025, with Ioniq 3 production having started at İzmit on 14 August and a small electric SUV, a mid-sized electric SUV and commercial vehicles to follow. CEO José Muñoz said Europe is one of the most competitive regions on the planet and that every EV credit protects the ICE and hybrid business, while the claimed 30% battery-cost reduction is a planned saving on 2027 models using mid-nickel NCM cells rather than an achieved one.HYUNDAI CLAIMS MORE THAN 600 MILES FOR SANTA FE EREVHyundai's first range-extender EV, the Santa Fe EREV, is due in North America in the first half of 2027 with a claimed 600-plus miles of total range from a battery less than half the size of a comparable EV's, using electric motors for drive and an engine solely as a generator. Production begins in Alabama in early 2027, with Hyundai expecting EREVs to matter more in North America than in Europe, and an Ioniq V EREV planned for China plus a Genesis EREV in early 2027.HYUNDAI PLANS INTERMEDIATE N PERFORMANCE TIERHyundai is creating an unnamed performance tier between N Line trims and full N models, using N powertrains but at lower cost and better suited to daily driving. It sees the high-volume middle ground as a sales opportunity that could also free the flagship N cars, such as the Ioniq 5 N and Ioniq 6 N, to become more track-focused, though no technical details have been disclosed.HYUNDAI SELECTS KALUZA FOR SMART CHARGINGHyundai has named London-based Kaluza its global partner for EV smart charging and vehicle-to-grid services, starting with Hyundai and Kia in the UK and expanding to Australia, with OVO becoming the first UK retailer to offer smart charging through the Kia App. The deal sits within Hyundai Motor Group's AllDayEnergy programme launched in July, expanding existing pilots in Jeju, the US and the Netherlands, with V2G services planned for next year.OMODA 4 SET FOR BARCELONA ESPORTS DEBUTChery brand Omoda will launch its 4.4-metre Omoda 4 compact crossover in Europe at the Valorant Champions Tour EMEA finals in Barcelona from 28 to 30 August, targeting younger technology-oriented buyers, before an Italian debut at the Turin show on 11 September. Europe accounts for more than 40 percent of Omoda and Jaecoo's global sales, and Chery, Europe's second bestselling Chinese automaker in July behind BYD, opened its first European hub and R&D centre in Barcelona in April.VOLVO ADDS SHARED ANIMAL HAZARD ALERTSA Volvo software update lets EX60, EX90 and ES90 cars use sensors and cameras to detect large animals such as deer and sheep, upload the location to the cloud and warn approaching vehicles, including those on the European Data for Road Safety programme, with added alerts for pedestrians, cyclists, roadworks and accidents ahead. Safety chief Åsa Haglund said the newer models' computing power makes this possible but that warnings must be trustworthy, since false positives deteriorate trust in driver-assistance systems.VOLTPOST ADDS CEILING AND SURFACE EV CHARGERSVoltpost has extended its Voltpost Air range beyond lamppost retrofits with ceiling-mounted chargers that lower retractable cables in parking garages and surface-mounted units for walls, pedestals and kerbside sites without poles. It claims installations take hours rather than days and can cut costs by up to 70%, though it has told Massachusetts regulators each charger needs 40A and dual-port units 80A, with some sites requiring power upgrades or a new meter.PLUG-IN SOLAR PANELS LEGALISED ACROSS GREAT BRITAINPlug-in solar panels became legal to buy and use across Great Britain on 27 August, with kits generating up to 800W, meeting up to 20% of a home's electricity use and saving up to £110 a year, after independent safety testing found compliant panels safe under a specification stricter than Germany's. Complete kits are expected to cost around £400–£600 initially and will be stocked by Amazon, Argos, Currys, B&Q, Screwfix and Wickes, with government assuming 15% of households pay for mounting help and 20% need minor electrical work.NIO CERTIFIED USED EVS START AT 26,900 EUROSNio's cheapest certified used EV in Europe costs 26,900 euros without a battery, which buyers instead subscribe to under Battery as a Service at 169 euros a month for 75kWh or 289 euros for 100kWh in Germany and the Netherlands, adding close to 7,000 euros over the remaining warranty for the larger pack. All cars are 2023 or 2024 builds with roughly two years of warranty left, drawn from Nio's own fleet and given full technical, cosmetic and structural inspections, original-parts repairs and no scheduled servicing for six months or 10,000 kilometres.APTERA SECURES UP TO $44 MILLION INVESTMENTAptera Motors has secured a strategic investment of up to $44 million from Shanghai Launch Automotive Technology, or Launch Design, covering fixtures, tooling, testing and pilot production for its first 40 solar electric vehicles at its planned Carlsbad, California site. The company is targeting the start of production in Q4 2026, with first vehicle bodies and chassis expected in October 2026.VESSEV RAISES $A27 MILLION FOR HYDROFOIL PRODUCTIONAuckland-based Vessev has raised $US19 million in Series A and follow-on funding led by Blackbird Ventures to scale production of its electric hydrofoiling vessels, grow its market team and develop onboard software and telemetry. The 2017-founded firm, which launched the 40-nautical-mile VS-9 in 2024 and has since added the VS-12, has delivery agreements in Sydney, Perth and Tasmania and named FlyTahoe as its first US customer, though its first Perth VS-9s only arrive in early 2027 pending classification and regulatory approval.

01. Funkerman, Sama (US) - Keep Up (Extended Mix) 02. Sergio (IL) - The Power (Original Mix) 03. Darmon - Make It Rain (Extended Mix) 04. David Eusse, CHRISSANDRO - Look At You (Original Mix) 05. Made In TLV - Milkshake (Extended Mix) 06. Words of Nio, Chiara Gamo - Back To You (Original Mix) 07. Barbabo - Barbabo - Dance with Me (Original Mix) 08. Dox, DvirNuns - Bad B$tch (Extended Mix) 09. HIGHLITE - Rockstar (Extended Mix) 10. Dodi, Buka - Shine (Original Mix) 11. Rafael Cerato, Humans Musik - Motion (Extended Mix) 12. Anturage, S.Samo, Yar.ko - Shake It (Extended Mix) 13. Yuvèe, Lee Doron - Nowhere To Hide (Extended Mix) 14. Garden City Movement, Mita Gami - Untouchable (Original Mix)

Juristen Maria, 28, nekades IVF på grund av sin cp-skada. Men hon vägrade ge upp drömmen om barn och tog strid mot kliniken. Här är hennes historia. Lyssna på alla avsnitt i Sveriges Radios app. Att bilda familj som funktionsvarierad är ingen självklarhet. Trots lagar och FN-konventioner om mänskliga rättigheter krockar drömmen om föräldraskap ofta med samhällets fördomar och normer. Den här säsongen av Funk – det sociala dilemmat, hör vi Maria Chölers personliga och gripande berättelse om att nekas rätten till IVF-behandling, och om hur hon använde sin juridiska expertis för att vinna sitt livs viktigaste mål.En dramatisk start på livetÅret är 1992. Maria ska födas genom ett planerat kejsarsnitt, men allt förändras i sista sekunden. Förlossningen blir akut och extremt komplicerad. Maria drabbas av syrebrist, dras ut utan hjärtslag och är kliniskt död. Läkarna lyckas rädda hennes liv, men syrebristen lämnar efter sig en neurologisk skada: en cp-skada.Trots sin funktionsvariation växer Maria upp i en stöttande familj utanför Göteborg där inga drömmar är för stora. Hon tar studenten, reser runt i världen, tar en juristexamen i Uppsala och börjar arbeta med juridik. Hon vägrar att låta sin cp-skada begränsa henne. Men det finns en sak hon har drömt om i hela sitt liv: att bli mamma.Den psykosociala bedömningen: ”Du är inte lämplig”Eftersom Maria vill skaffa barn på egen hand, med ett starkt stöd från sina föräldrar, vänder hon sig till en privat klinik för att påbörja en IVF-behandling. Den medicinska utredningen ser ljus ut och Maria är fylld av förväntan. Men när det är dags för den psykosociala bedömningen förändras stämningen drastiskt.Istället för de vanliga ett eller två samtalen tvingas Maria gå till psykologen fyra gånger. Vid det sista tillfället kräver psykologen dessutom att få träffa Marias mamma. Frustrationen växer, men mitt i orättvisan tänds en glöd i Maria. Hon inser att kliniken inte ser hela henne som människa – de ser bara hennes cp-skada.Kort därefter, mitt under en runda på stan, ringer telefonen. Glädjen blir kortvarig. Beskedet från kliniken slår undan benen på henne: De bedömer henne som inte lämplig att bli förälder.Juristen som bestred beslutetEfter några dagars förtvivlan samlar Maria sina krafter. Som utbildad jurist med flera års erfarenhet vet hon exakt hur man hittar luckor i ett resonemang och bestrider felaktiga beslut. Den här gången handlar det inte om en klient – det handlar om hennes eget framtida barn.Maria överklagar klinikens beslut till Socialstyrelsen och Rättsliga rådet. Hon sätter sig vid datorn, formulerar sig knivskarpt och driver sitt eget fall med allt hon har.Efter en nervös väntan kommer ett brev på posten. Maria öppnar det och möts av det befriande beskedet: Socialstyrelsen går helt på Marias linje och river upp klinikens beslut.Ett mirakel på julaftonTrots segern i Socialstyrelsen ställs Maria inför ett dilemma. Att byta sjukhus skulle innebära nya, långa utredningsköer och samma utmattande bedömningar på nytt. Hon väljer därför att gå tillbaka till samma klinik – men nu med Socialstyrelsens beslut i ryggen.Nu går processen snabbt. En donator hittas och lagom till lucia sätts ägget in. På julafton får Maria beskedet: Hon är gravid på första försöket.Nio månader senare föds hennes son, Manne. Idag är scenen i den stora tvåan utanför Göteborg inte längre en avlägsen fantasi. Verktygslådan är framme, morföräldrarna hjälper till med renoveringen, och Manne ska äntligen få sitt alldeles egna rum.Maria Chöler har samlat sina erfarenheter kring den här tiden i boken ”Kampen för dig”. Funk – Det sociala dilemmat, görs av produktionsbolaget filt för Sveriges RadioMedverkande: Maria ChölerProgramledare: Shang ImamProducent: Gustav AsplundMixning: Astrid Ankarkrona

Could Tesla really leave China—the market and manufacturing base that helped transform it into the world's most valuable automaker?In Episode #256 of China EVs & More, Tu Le and Lei Xing unpack reports that Tesla could potentially sell, spin off or close its China operations as Elon Musk considers a closer combination between Tesla and SpaceX.The implications would be enormous.Giga Shanghai accounts for roughly half of Tesla's global vehicle output, serves more than two million Tesla owners in China and remains a critical export hub supplying markets around the world.Tu and Lei debate whether Tesla could realistically walk away, who could possibly acquire Giga Shanghai, what the move could mean for Tesla's FSD ambitions in China—and whether the report could be signaling something deeper about Tesla's expectations for its automotive business.Then the conversation turns to another major disruption: Xiaomi's new SkyNomad EREV family SUVs.After finding enormous success with the SU7 and YU7, Xiaomi is now targeting the large family-SUV segment dominated by companies such as Li Auto.With the seven-seat N90 Max expected to start below RMB300,000 and offering a massive 76-kWh battery, 60-liter fuel tank and approximately 1,705 km of combined range, Xiaomi is once again using aggressive pricing to reset expectations.In this episode:• Could Tesla really sell or spin off its China business?• Why Giga Shanghai remains critical to Tesla's global manufacturing strategy• Tesla, SpaceX and the potential conflicts created by a merger• What happens to Tesla if FSD never receives full approval in China?• Who could realistically buy Tesla's Shanghai factory?• Tesla's growing reliance on exports from China• Xiaomi's new SkyNomad N90 and N70 family SUVs• Why Xiaomi's pricing should worry Li Auto• Xiaomi's highly automated Beijing factory• Why Xiaomi's latest technology event disappointed some investors• Audi's China-only EV strategy and Momenta-powered ADAS• BMW, Porsche and the continuing challenges facing German automakers• Why NIO is prioritizing profitability over global expansion• Battery swapping vs. charging outside China• How quickly ICE vehicles could disappear from China's domestic market• Why China's unwanted ICE capacity could eventually flood emerging marketsIf you want to understand the forces reshaping the world's largest automotive market—and what they mean for Tesla, Xiaomi, BYD, NIO, XPeng and the global automotive industry—subscribe to China EVs & More.Hosted by Tu Le of Sino Auto Insights and Lei Xing, bringing decades of firsthand experience covering China's automotive, EV, AV and mobility industries.

Conectamos la música clásica contemporánea con tradiciones mediterráneas y latinoamericanas, con artistas clásicos del programa como Anouar Brahem, Dino Saluzzi, Matthieu Saglio, Michel Camilo o Josemi Carmona. Le pas du chat noir — Anouar Brahem — Le pas du chat noir Gorrión — Dino Saluzzi — Cit De La Musique Lamento De Aioc — Paul Winter Consort — Concert in the Barn Metit — Matthieu Saglio, Abdoulaye NDiaye, Steve Shehan, Teo Saglio Prez, Marco Saglio Prez, Gael Saglio Prez — El Camino de los Vientos Sur Le Chemin — Matthieu Saglio, Lo Ullmann — El Camino de los Vientos Les berceaux — Jean-Louis Matinier, Kevin Seddiki — Rivages Alfonsina y el mar — Avishai Cohen — Aurora Hable con ella — Alberto Iglesias — Hable con ella BSO Satie Gnossiennes No. 1 — Michel Camilo, Tomatito — Spain Forever My Foolish Heart — Nio Josele — Paz Moon River — Josemi Carmona, Javier Colina, Bandolero, Farruquito — Vida Chicuelina — Marco Mezquida, Chicuelo — ConexiónEscuchar audio

Markets are entering a pivotal week as investors brace for another wave of corporate earnings and a closely watched US jobs report that could shape expectations for Federal Reserve policy. Michelle Martin examines why Bank of America is bullish on Spotify and Ralph Lauren ahead of earnings, the diverging fortunes of Apple and Amazon, and what results from Palantir, AMD, Disney, Uber and Airbnb could reveal about AI, consumer spending and travel demand. She also looks at Berkshire Hathaway's steady rise, Nio's strong vehicle deliveries, the Straits Times Index's impressive July performance, the debate over Great Eastern's rally, and why the latest Spider-Man blockbuster is proving that the right franchise can still deliver box office magic.See omnystudio.com/listener for privacy information.

China's automotive market may have just crossed one of the most important milestones in modern automotive history.In Episode 253 of China EVs & More, Tu Le and Lei Xing analyze the latest Chinese auto sales—and the numbers are staggering.China's domestic ICE vehicle sales plunged 50% year-over-year, while Chinese automakers continue expanding globally at an unprecedented pace. Foreign automakers—including Volkswagen Group, Porsche, Mercedes-Benz and BMW—are facing mounting pressure as Chinese brands continue taking market share.This episode also covers:✅ China's domestic ICE collapse and what it means for global automakers✅ Why BYD, Geely, Chery and Leapmotor continue gaining momentum✅ China's vehicle exports surpassing one million vehicles in a single month✅ Volkswagen's latest board meeting and the difficult decisions ahead✅ Why Porsche's China strategy continues to deteriorate✅ NIO's product cadence, ES8 momentum and upcoming NIO Day✅ Li Auto's launch strategy and how Chinese OEMs are changing product rollouts✅ Reuters' recent reporting on China's auto industry and why the government is trying to slow the "involution" and price war✅ How new safety regulations and payment reforms could reshape China's automotive market✅ Why Western automakers still underestimate China's competitive advantagesWhether you're an automotive executive, investor, supplier or simply passionate about the future of mobility, this episode explains why the world's largest automotive market is entering an entirely new phase—and why its effects will be felt across Europe, North America and beyond.

We're only halfway through 2026, but the global automotive industry is already revealing its biggest winners—and its biggest losers.In Episode 252, Tu Le and Lei Xing break down why Polestar is exiting the U.S. market, Volkswagen is preparing one of the largest restructurings in automotive history, and BYD believes it can become the world's largest automaker before the end of the decade.The discussion also explores why China's domestic market is slowing even as exports continue to surge, what NIO's recent momentum means for the premium EV segment, whether Li Auto is losing its edge, and how GM, Mercedes-Benz and other legacy automakers are responding to a rapidly changing competitive landscape.They also hit:Why Chery's global manufacturing strategy keeps expandingBYD's bold 2030 ambitions—and whether they're realisticVolkswagen's restructuring and what it means for the future of legacy autoThe growing rivalry between NIO and Li AutoGM Energy and the next phase of EV infrastructureWhy China's EV leaders are entering a completely different phase of competitionIf you want to understand where the automotive industry is headed—not just next year, but over the next decade—this episode connects the dots between product launches, geopolitics, manufacturing, software and global strategy.

China's EV market is entering a new chapter—and it could be the toughest one yet.In Episode 251, Tu and Lei break down why BMW's latest guidance may be one of the clearest signals yet that China's traditional ICE business is deteriorating faster than many expected. As NEV penetration accelerates and ICE sales continue to shrink, legacy automakers face mounting pressure to reinvent themselves while Chinese brands battle for survival in an increasingly competitive market.  The discussion explores why China's slowing economy affects foreign brands differently, how the latest sales trends are accelerating industry consolidation, and why companies like BYD, NIO, XPeng and Li Auto are entering a critical new phase. Tu and Lei also debate Volkswagen's manufacturing reset, BYD's global ambitions, BMW's warning on China, and whether the current price war is giving way to a fight over profitability, capacity and long-term survival.If you want to understand where the global automotive industry is heading next, this episode explains why China's market remains the industry's most important battleground.  

China's EV industry isn't slowing down—it's becoming even more competitive.In Episode 249, Tu Le and Lei Xing break down the escalating rivalry between NIO and Li Auto, examine why Chery is rapidly becoming one of China's most successful global automakers, and discuss what Tesla, Mercedes and other legacy automakers are up against as Chinese brands expand at home and abroad.  The conversation explores Chery's potential manufacturing partnership in the UK, the latest May sales results, NIO's growing momentum with the ES9, Li Auto's recent challenges, Mercedes' next-generation EV strategy, and why intelligent driving, software and global manufacturing are becoming the next battlegrounds in the automotive industry.If you want to understand where the global auto industry is headed—and which companies are building long-term advantages—this episode connects the dots beyond the headlines.  They also hit:Why Chery's export strategy is reshaping its global ambitionsWhether NIO's recent product launches have finally changed its trajectoryThe growing tension between NIO and Li Auto—and what it says about China's increasingly competitive EV marketWhy Mercedes is betting heavily on Chinese software and intelligent drivingTesla's resilience in China despite a flood of new competitorsHow intelligent driving has become the industry's newest competitive battlefieldWhy China's leading EV makers are preparing for a very different next phase of growth.  SEO KeywordsChina EVs, China EVs and More, Chery, NIO, Li Auto, Tesla China, Mercedes China, Chinese automakers, EV exports, China auto market, intelligent driving, autonomous driving, EV competition, Chery UK, electric vehicles, BYD, XPeng, Geely, Tu Le, Lei Xing, Sino Auto InsightsSuggested YouTube Chapters00:00 Welcome & Episode Setup 01:30 Chery's UK Manufacturing Move 03:10 Chery's Export Strategy & Global Push 05:15 Is Chery Too Dependent on Exports? 07:35 BYD, Geely, Chery & China's Global Automakers 09:40 May Sales: Tesla, LeapMotor, Xiaomi & NIO 10:55 NIO Momentum: ES8 / ES9 Update 11:15 NIO vs. Li Auto Suspension Test Controversy 13:15 Li Auto Under Pressure 15:55 Xiaomi, HIMA & the 30K+ Monthly Sales Club 17:30 Mercedes GLC, Momenta & China-Specific EV Tech 20:50 XPeng, FSD & China's Intelligent Driving Race 23:10 China EVs Entering Canada 25:00 USMCA, Canada & Chinese EV Investment 26:35 Honda's China Collapse 27:25 Legacy Automakers' Only Path Forward in China 29:45 Fast Charging, Battery Life & Viewer Q&A 31:30 Built-In Fridges, BYD, NIO & Closing Thoughts

Episode 250 marks a major milestone for China EVs & More—and fittingly, the discussion centers on one of the boldest announcements yet from China's automotive industry.BYD Chairman Wang Chuanfu publicly declared that BYD intends to become the world's largest automaker by 2030, setting its sights on Toyota and signaling that the company's global ambitions are only accelerating. But is that goal realistic? Tu Le and Lei Xing break down what it would actually take to sell more than 10 million vehicles annually—and why battery production, overseas manufacturing, charging infrastructure and geopolitics could become BYD's biggest challenges.  The conversation also explores:China's slowing domestic auto market despite record NEV adoptionWhy exports continue to hit new highsNIO's growing momentum with the ES8 and ES9The intensifying rivalry between NIO and Li AutoGM's new energy strategy and what it means for EV adoptionMercedes, Honda and other legacy automakers navigating China's rapidly changing marketFrom global expansion and intelligent driving to battery strategy and industry consolidation, Episode 250 examines the next phase of China's automotive transformation—and why the rest of the world can't afford to ignore it.

Johnny Mac shares five good news stories ahead of July 4th: YouTuber Carlos “The Malibu Artist” was shocked when a great white bit an underwater camera off Southern California, cracking its dome and producing footage from inside the shark's mouth. In Denver, the Food Matters Restaurant Challenge helps restaurants cut waste and costs, including Blue Sparrow Cafe re-steeping chai spices to save $2,500 per cafe yearly, Olivia using whole eggs, and Pit Friend Barbecue stopping cucumber coring to save $1,600 a year. Wildlife SOS reunites misplaced leopard cubs in India by using monitored “safe boxes,” reporting over 95% success over 15 years. NPR tested NIO's automated EV battery swap taking 3:08, with nearly 4,000 stations worldwide. Taipei Zoo's 11-year-old anteater Blackie escaped for a week before being safely returned.5 Good News Stories is a daily podcast with five positive, uplifting news stories to brighten your day. New episodes every day. Follow on Apple Podcasts, Spotify, or wherever you listen. Part of the Caloroga Shark Media networkJohn also hosts Daily Comedy NewsUnlock an ad-free podcast experience with Caloroga Shark Media!  For Apple users, hit the banner which says Uninterrupted Listening on your Apple podcasts app. Subscribe now for exclusive shows like 'Palace Intrigue,' and get bonus content from Deep Crown (our exclusive Palace Insider!) Or get 'Daily Comedy News,' and '5 Good News Stories' with no commercials! Plans start at $4.99 per month, or save 20% with a yearly plan at $49.99. Join today and help support the show!Get more info from Caloroga Shark Media and if you have any comments, suggestions, or just want to get in touch our email is info@caloroga.com

Ekots dagliga, längre sändningar med nyheter och fördjupning. Lyssna på alla avsnitt i Sveriges Radios app.

Four stories today — all connected to your portfolio.NIO's US-listed shares jumped nearly 4% in overnighttrading after the company rolled out a major upgradeto its NIO World Model driver-assist platform — reachingover 700,000 vehicles, including cars sold up to fouryears ago. The update runs across both Nvidia Orin-Xchips and NIO's own in-house Shenji chips simultaneously.NIO claims lower latency, smoother vehicle control, andindustry-leading route selection without HD maps.Driver-assist usage has doubled since January and theAI compiler boosted inference performance by 20%.NIO's head of autonomous driving R&D, Ren Shaoqing, saidthis week that NIO has caught up on its "smart drivinglesson" and that technology innovation in this space isabout to restructure the entire competitive landscape.William Li separately warned of a potential 20% contractionin China's auto market this year — yet NIO maintains its50% delivery growth target regardless.Noam Shazeer, co-inventor of the transformer architecturethat powers every modern large language model includingGPT, Claude, and Gemini, just left Google for OpenAI.Shazeer previously left Google to found Character.AI,returned in a multi-billion dollar deal in 2024, and isnow switching labs again less than two years later.The AI talent war has reached the point where theliteral inventor of the foundational technology is beingrecruited between every major lab simultaneously.Gas prices dropped below $4 per gallon today for thefirst time since March — a direct result of Brent crudefalling to $79 as markets price in tomorrow's formalIran deal signing ceremony in Switzerland. The sequenceis playing out as forecast: oil down, consumer pricesdown, inflation pressure easing. Shippers are alreadyreporting a slow recovery through Hormuz shipping routes.Chinese EVs now represent 6 of every 10 electric vehiclessold globally. Nearly 75% of all EVs produced worldwideare made in China. Export growth to markets withoutimport controls has been staggering — up 130% inSoutheast Asia, 60% in the Middle East, 55% in LatinAmerica year over year. Canada alone sold 940,000Chinese-made electric cars last year, up roughly 50%.

Six stories today — NIO leads and the China EV globalexpansion story is the one your portfolio needs to hear.NIO Champion Edition deliveries start Saturday June 20th— ET5, ET5 Touring, and EC6 all launching simultaneously.Starting at 313,000 yuan, better equipped and cheaper thanlast year's versions. The 5566 lineup has been struggling —down 56.3% year over year in May — and the Champion Editionsare NIO's answer. William Li said making EV models lightertakes courage. In May pure EVs outsold combustion cars inChina for the first time ever. He expects 70% NEVpenetration by Q3 2026.Chinese automakers can't enter the US because of 102.5%tariffs. So they're flanking. Geely acquired Ford's factoryin Valencia Spain. BYD is in talks with Stellantis for idleEuropean factories. Xpeng is talking to Volkswagen abouta European plant. BYD's Brazil factory holds 12.8% ofBrazil's auto market, outselling Volkswagen and Fiat.And several Chinese automakers are exploring Mexico asthe route into North America under USMCA preferentialtrade access. China's auto exports are up 61.5% yearover year in the first four months of 2026. The tariffwall didn't stop Chinese EVs. It redirected them.Kevin Warsh held his first Fed press conference andrepeatedly stressed "price stability" as his guidingprinciple. Money markets immediately priced in a ratehike by October. S&P 500 fell 1.2%. Two-year Treasuryyields climbed 16 basis points. The most hawkish Fedsignal since the Iran war started.But the Iran deal signs this Friday in Switzerland.The 14-point memorandum covers a permanent ceasefire,Hormuz reopening, and immediate Iranian oil exportwaivers. Brent crude is already at $79. Oil futuresare pricing $72 by February. When oil falls inflationfollows. When inflation falls rate cuts return. Whenrate cuts return growth stocks re-rate upward.Friday's signing is the real signal for your portfolio.BMW cut its 2026 profit guidance citing China demandweakness that "cannot be compensated" by Europe and USgains. State Farm's new agent contracts face massivebacklash as AI looms over the insurance industry.SpaceX shares are losing post-IPO steam. And the USAWorld Cup opener smashed every US soccer broadcastrecord — the business story behind the headline.

Five stories today — one of the most stacked news daysof the year.SpaceX confirmed Tuesday it is acquiring Cursor —the AI coding tool developed by Anysphere — for $60billion in an all-stock deal closing Q3 2026. Cursorgenerates $2.6 billion in annualized B2B revenue andis used by Fortune 500 developers globally. SpaceX'sstock gained 16% on Tuesday, surpassing Amazon inmarket cap. Elon Musk now controls SpaceX, xAI, Grok,Tesla, X, and the world's most used AI coding tool.SpaceX has also signed $26 billion per year in computedeals with Anthropic and Google combined.NIO Day 2026 preparations just started — advisorygroup applications are open now with a June 18 deadline.Deutsche Bank expects NIO's Q2 non-GAAP net profit toreach approximately 180 million yuan — a secondconsecutive profitable quarter driven by high-marginES8 and ES9 SUV performance. NIO AGM is June 24th.Deloitte surveyed 3,235 business and IT leaders across24 countries: 74% want AI to grow revenue, only 20%have seen it happen — a 54-point gap between ambitionand reality. 80-85% of enterprises miss their AI budgetforecasts by more than 25%. Uber blew its entire 2026AI coding budget by April. One company racked up a$500 million Claude bill from forgetting to set usagelimits. The era of AI accountability has started.Yum Brands is selling Pizza Hut for $2.7 billion.Brand recognition without innovation is nostalgia witha price tag. BlackRock is laying off for the third timein 18 months as AI replaces financial services rolesfaster than anyone predicted publicly.The US confirmed it will lift Iran oil sanctions themoment the accord is formally signed. Accord signed.Sanctions lifted. Iranian oil returns. Oil drops.Inflation eases. Rate cuts return. Growth stocksre-rate upward. Watch for the signature.

Four stories today — all connected to your NIO positionand the broader Chinese EV investment thesis.William Li spoke at the China Auto Chongqing Summit onJune 13th and said something most CEOs would never saypublicly. China's domestic auto retail sales declined19.5% year over year in the first five months of 2026.Early June accelerated to down 22%. The full year couldfall 15-20%. He called this the most brutal competitiveenvironment he's faced since entering the industry.Then he reaffirmed NIO will grow 40-50% this year anyway.That's not a contradiction. China's passenger vehicleownership has reached 370 million units — the market hasshifted from growth to replacement demand. Saturatedmarkets reward brands with real differentiation andpunish brands that competed on price alone. NIO spent68.8 billion yuan on R&D and 20 billion yuan on chargingand battery swap infrastructure. The ES8 is number onelarge SUV in China for six consecutive months. The ES9has a 17-week queue. The Firefly outsells Mini and Smartcombined. NIO designed itself for this exact moment.From the Chinese internet — are American automakersisolating themselves from the world? Chinese EVs face102.5% tariffs in the US but are winning Canada, Europe,Southeast Asia, and the Middle East simultaneously.China and Canada just agreed to allow 49,000 Chinesevehicles in at reduced tariffs. The US consumer is beingpriced out of the world's most competitively priced EVs.The security arguments are real — but so is the marketoutcome. US auto faces higher costs and fewer globalopportunities while Chinese brands expand everywhere else.The Pentagon added NIO to its Chinese military companieslist on June 9th. NIO called it unjustified and threatenedlegal action. This is not a sanctions list and does notrestrict trading of NIO securities. Some institutionalmandates force selling — that's real but finite pressure.18 analysts have buy ratings. The average price targetimplies 27% upside. NIO's AGM is June 24th — nine daysfrom now. That's the meeting that actually matters.China's NEV penetration rate hit 62.9% in May. Purebattery electric vehicles were 42.2% of all new car sales.William Li said the transition is irreversible. Six outof ten new cars sold in China are electric or hybrid.That's not a trend anymore. That's a completed transition.NIO is built for the world that already exists.

VOV1 - Bộ Thương mại Trung Quốc ngày 13/6 cáo buộc việc Mỹ đưa nhiều doanh nghiệp Trung Quốc vào “danh sách doanh nghiệp quân sự” là động thái phớt lờ đồng thuận đạt được giữa nguyên thủ hai nước và gây tổn hại nghiêm trọng tới quan hệ kinh tế - thương mại song phương.Trong phản hồi đăng tải trên trang web chính thức dưới hình thức trả lời câu hỏi báo chí, người phát ngôn Bộ Thương mại Trung Quốc nêu rõ, phía Mỹ đã “phớt lờ đồng thuận quan trọng đạt được tại cuộc gặp giữa lãnh đạo hai nước ở Bắc Kinh”, đồng thời không tính đến tổng thể quan hệ kinh tế - thương mại Trung - Mỹ. Người phát ngôn cáo buộc Mỹ liên tục mở rộng khái niệm an ninh quốc gia, lạm dụng quyền lực nhà nước để gây sức ép và “đàn áp vô lý” đối với các doanh nghiệp Trung Quốc.Theo phía Trung Quốc, các biện pháp của Mỹ đã “phá hoại nghiêm trọng trật tự kinh tế - thương mại quốc tế”, làm gián đoạn sự ổn định của chuỗi cung ứng và sản xuất toàn cầu, đồng thời xâm hại quyền và lợi ích hợp pháp của doanh nghiệp Trung Quốc.Bộ Thương mại Trung Quốc kêu gọi Mỹ “lập tức chấm dứt các hành động sai lầm, hủy bỏ các biện pháp liên quan”, đồng thời quay trở lại “quỹ đạo đúng đắn” trong việc xây dựng quan hệ chiến lược ổn định và mang tính xây dựng giữa hai nước. Trung Quốc cũng yêu cầu Mỹ đảm bảo môi trường cạnh tranh công bằng, không phân biệt đối xử đối với doanh nghiệp Trung Quốc.Cơ quan này cảnh báo, nếu phía Mỹ không thay đổi lập trường, Trung Quốc sẽ áp dụng các biện pháp đáp trả mạnh mẽ.Trước đó, ngày 8/6, Bộ Quốc phòng Mỹ đã công bố phiên bản mới nhất của “Danh sách doanh nghiệp công nghiệp quốc phòng Trung Quốc” (danh sách 1260H), bổ sung hơn 10 doanh nghiệp lớn của Trung Quốc trong các lĩnh vực công nghệ, sinh học – dược phẩm, năng lượng quang điện và robot.Danh sách cập nhật bao gồm tổng cộng 80 tập đoàn và gần 188 thực thể liên quan, trong đó có nhiều tên tuổi lớn như Alibaba, Baidu, BYD, NIO, WuXi AppTec, Trina Solar và Unitree Robotics./.Trung Kiên/VOV Bắc KinhẢnh minh họa. reuters

In 2020, China exported about a million cars a year. Now, it's tracking somewhere around twelve million — surpassing the historic peaks of giants like Japan and Germany.  Yet this massive global shift feels nearly invisible in the U.S. A 100% tariff on Chinese vehicles, combined with strict rules keeping Chinese hardware and software off American roads, has effectively built a regulatory wall around the domestic market. But in virtually every other corner of the globe, Chinese automakers are dramatically reshaping markets — from Europe and Southeast Asia to Latin America and Canada. In this episode, Shayle sits down with Michael Dunne, the CEO of Dunne Insights and author of the upcoming book Car Wars. Shayle and Michael map out the chaotic dynamics of the global auto market and consider what's actually happening inside China's automotive powerhouse. And they explore the biggest question of all: can America permanently shield legacy automakers, or is it just delaying an inevitable wave? Shayle and Michael discuss topics including: - How China successfully applied its massive manufacturing capacity to the automobile industry. - The market forces governing China's massive car exports - Unpacking the two tiers of Chinese automakers: Legacy scale giants like BYD, Geely, and SAIC versus the "Teslas of China” like Xiaomi, Xpeng, Leapmotor, and Nio. - Why China's expansion is already forcing major European and Japanese automakers to plan for closures and layoffs. - How regulatory frameworks in China are accelerating the commercialization of autonomous driving far quicker than in the U.S. - Concerns over cybersecurity in Chinese automobiles - Driving with Dunne podcast - Catalyst: Repurposing EV batteries for grid storage - Catalyst: Demystifying the Chinese EV market - Catalyst: Has Humble Robotics cracked the code on autonomous trucking? - Open Circuit: The AI race is really an electro-industrial race, led by China - Latitude Media: Rivian and EnergyHub are teaming up on managed charging Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Tune into Critical Capital, a brand new podcast from Crux and Latitude Studios. Hosted by Crux CEO Alfred Johnson, Critical Capital explores the interlocking forces powering clean and critical infrastructure. Join us every other Tuesday for in-depth conversations at the intersection of energy, government, finance, and global markets. Listen here, or wherever you get podcasts. Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company's messaging by visiting fischtankpr.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.

- 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

Four stories today — starting with the controversydominating Chinese automotive social media right now.Li Auto posted a chassis comparison video on theirofficial platform comparing the Li L9 Livis to theNIO ES9. The video was designed to make the ES9 lookinferior. NIO's VP of Branding Ma Lin went public onWeibo and challenged the video's authenticity — statingthat what it showed was physically impossible given theES9's suspension specifications. Li Auto deleted thevideo without responding. This is not the first time.The pattern is a company under sales pressure reachingfor competitive tactics that keep backfiring. Li Auto'syear-over-year sales have been falling for most of thepast 12 months. A company that is winning doesn't needto manufacture evidence against a competitor.NIO president Qin Lihong confirmed the All-New ES8 willcomplete its 120,000th delivery in June. At the same timethe ES9 hits its 10,000th delivery — in its very firstfull month of production. Two milestones. Same month.The barbell is working. NIO June total deliveries areexpected to top 40,000 units.My Discord raised the honest bear case questions thisweek. NIO is running on a few demand engines. If thoseslow down without new ones behind them Q3 and Q4 getscomplicated. The R&D restructuring concern — subsidiariesabsorbing innovation spend off the consolidated books —is a real question. Is profitability being achieved byweakening the long-term innovation engine? I don't wantthat trade. NIO's approach is more conservative thanXpeng's physical AI moonshot. Conservative can be right.Conservative can also mean getting outflanked. The juryis still out and these questions deserve honest answers.NIO fell 5.8% on the week because the May jobs reportdoubled consensus at 172,000 added. The 10-year yieldspiked to 4.54%. "Good news is bad news" — strong jobsmeans the Fed doesn't cut. Kevin Warsh walks into a ratehike environment nobody expected. This is a macro storynot a NIO thesis story. Watch oil. Watch the Iran deal.That's your real signal.

NIO is playing a different game — and Motley Fool just called it out. While competitors chase export volume and watch margins collapse, NIO focuses on winning the domestic market with brand, tech, and community.William Li's warning that China's automotive golden era is over actually strengthens NIO's positioning in a mature, saturated market. Plus: Uber burned through its full 2026 AI budget by April, one company hit a $500 million Claude bill, enterprise AI costs are exploding, and founders are finally naming names on VC horror stories (including Sequoia passing on today's $87B Cloudflare). May jobs report (+172k) adds macro pressure for the new Fed chair.Real talk from Obi: NIO's strategy looks increasingly smart, the AI spending narrative is getting stress-tested, and capital allocation biases have real consequences.Dial Tone: A Modern Salesman's Story — my debut novel. Pre-order now on Amazon (E-book ready, hard copy June 12th).

NIO is executing. The ES9 flagship is already on pace for 10,000 deliveries this month with strong waitlists on higher trims. Fresh today: partnership with GigaDevice on next-gen automotive chips and another smart financing move through Mirattery at ultra-low rates.We also check XPENG — strong demand on the GX SUV but a notable loss in their robotics team. Plus the hot US jobs report, Supabase hitting $10B valuation, Mira Murati speaking out, GM's battery push, and a quick SpaceX/NASA moment.Real talk: NIO's steady progress in the premium segment stands out while competition stays intense and macro throws some short-term pressure. The affluent buyer thesis and tech integration moves are what matter long-term.Dial Tone: A Modern Salesman's Story — my debut novel is now available for pre-order on Amazon. E-book ready now, hard copy June 12th.

Four stories today — starting with the luxury carconversation that connects directly to your NIO thesis.Rolls-Royce unveiled the new Spectre electric car andthe Chinese internet destroyed it immediately — tooconservative, no technology story, just an expensivecar with a plug. A Chinese financial analysis summed itup: domestic luxury brands still have a lot to learnabout what luxury means in 2026. Ferrari got the sametreatment with the Luce last week but the follow-upanalysis argues Ferrari prepared for it and doesn't care— their target is the tech nouveau riche globally,not Chinese internet approval.Here's the nuance everyone is missing. The NIO buyeris neither of these people. Ferrari and Rolls-Roycebuyers have exorbitant disposable income — these aretoys, discretionary purchases alongside yachts andprivate jets. The NIO ES9 buyer at 498,000 yuan is awealthy professional making a serious primary vehicledecision. That market is enormous. Ferrari's isdeliberately tiny. Western luxury brands strugglingto connect with Chinese consumers is a gift to NIO —which has spent 8 years studying exactly what theChinese affluent professional buyer wants.Bloomberg published "How the Iran War Is BoostingClean Energy in Asia and Europe" today — the samethesis this channel has been making since February.The energy price shock from Hormuz is acceleratingEV adoption globally. Chinese companies supply thealternatives. NIO exports are already reflecting it.Broadcom reported earnings and missed — stock plungeddouble digits. CrowdStrike also dropped sharply. TheNasdaq fell 0.76% while the Dow gained over 1% asinvestors rotated out of chip stocks. First realcrack in the AI chip trade. Speed bump not collapse —the underlying AI infrastructure spending is realand continues regardless of any single earnings miss.The House passed a war powers resolution limitingTrump on Iran — he called it meaningless. Israel andLebanon agreed to a ceasefire today — oil and yieldsslipped. The direction is toward resolution. Jobsreport Friday morning sets the tone for June.

Four stories today — all connected to the biggest monthin NIO's history.NIO has burned approximately 100 billion yuan — $14.6billion — over 8 years since William Li founded the companyin 2014. June is the verdict month. NIO delivered 67,061vehicles in April and May combined. To hit Q2 guidance of110,000-115,000 vehicles it needs 42,939 to 47,939 in Junealone. The ES9 is in its first full production month withover 50,000 pre-orders. Onvo L60 deliveries begin June 11.Gen 5 swap stations arrive mid to late June. NIO's shortinterest just hit a 32-month low — the bears are leaving.The setup has never been better.A major Chinese analysis this week asks why Chinese carsare getting bigger. The answer: margin pressure is forcingevery automaker upmarket into flagship territory whereprofits still exist. But the article makes a critical point —most brands launching flagships above 400,000 yuan arebystanders. Only brands with years of authentic premiuminvestment can actually convert those buyers. NIO has spent8 years building that identity. Most competitors have not.Lotus — the iconic British sports car brand owned by Geely —just walked back 8 years of all-electric commitment andis reintroducing hybrid powertrains. Pure EV was correctas a direction. But for a performance brand whose customerstrack their cars, range anxiety and charging limitationsmade the all-electric bet commercially unworkable. TheChinese internet put it perfectly: "Going fully electricwas correct. Retreating from fully electric is rational."NIO's battery swap network was built specifically to solvethe problem that just forced Lotus to retreat.Trump confirmed in a Wednesday interview that Iran hasalready agreed not to pursue nuclear weapons — and thatthe Strait of Hormuz could reopen as soon as this month.That triggers a sequence: oil drops, inflation falls,rate cut expectations return, growth stocks re-rate upward.Watch oil tonight. Watch Treasury yields. June could behistoric for your portfolio in more ways than one.

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.

Quick correction upfront — yesterday's story aboutWilliam Li preparing an 8th IPO came from a Chinesearticle headline I could not fully verify. I'm pullingit back until confirmed. Credibility first always.The ES9 launched May 27th and already has a 17-weekdelivery queue. NIO stock surged 6.79% on June 1st andis trading at $6.18. The demand is real. But a seriousquestion is being asked — the ES8 sold 110,000 unitsin 8 months. Can the ES9 replicate that in a marketwhere product half-lives keep shrinking?The honest bull case: the ES9 at 498,000 yuan targetsa different buyer than the ES8 at 406,800 yuan. If NIOopened a new segment rather than cannibalizing anexisting one, the ES9 has its own ceiling to find.The honest bear case: the 17-week queue reflectsinitial pent-up pre-order demand. The real test isAugust and September when that normalizes. Huawei,Aito, Zeekr, and Yangwang are all competing for thesame buyer above 400,000 yuan.The S&P 500 crossed 7,600 for the first time today.HPE surged 30% on its biggest earnings beat since 2018.Alphabet announced plans to raise $80 billion fromstock sales dedicated to AI infrastructure. The AItrade keeps running regardless of macro headwinds.SpaceX's IPO roadshow is live this week. The companytargets $1.8 trillion. Morningstar values it at $780billion. The gap is Elon Musk's broader vision — xAI,X, Starship — versus just the proven rocket andStarlink business. Watch the order book when it opens.Florida's Attorney General sued OpenAI and is seekingto hold Sam Altman personally liable for alleged harms.First major state-level action targeting an AI CEOindividually. If it gains traction every AI company'srisk calculus changes permanently.

- 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

Four stories to close out May — starting with the mostunderrated bull case in the NIO thesis right now.NIO's battery swap network delivered 16% of all EV chargingenergy in China over a five-day period. Not 16% of NIOvehicle energy. 16% of ALL electric vehicle charging energyacross the entire Chinese market. From one company'sinfrastructure. In five days. The market is pricing NIOas a car company. The swap network is becoming an energyinfrastructure business — a recurring revenue platformwith a flywheel that gets stronger with every vehicle sold.Gen 5 swap stations arrive mid to late June, unifiedacross all three NIO brands for the first time. The numberthat is already 16% goes higher.Software stocks closed May as their best month since 2001.The SaaSpocalypse — the fear that AI would destroy SaaS —didn't happen. Dell surged 33%. Snowflake 36.5%.AI is making software more valuable not less — selectingfor the companies that use AI as a feature rather thanrunning from it as a threat.SpaceX trimmed its self-assessed valuation to $1.8 trillionand is still on track for the largest IPO in world history.MiniMax — the Chinese AI company recently compared toDeepSeek — is pursuing a China listing. SoftBank announcedplans to invest up to €75 billion in French AI data centers.The AI infrastructure arms race is now a global story.The US and Iran are "mostly agreed" on a 60-day memorandumof understanding — ceasefire extended, Hormuz reopens,nuclear talks begin. The deal still needs Trump's signature.Oil closed May at $92.56 — down nearly 19% for the month —worst monthly performance since COVID. Watch Monday morning.If the deal gets signed the market opens at a new recordand everything that's been held back by the macro overhangsince February starts to move.

Four stories today — starting with the most importantweek in NIO's 2026 delivery story so far.NIO delivered 37,705 vehicles in May 2026 — up 62.3%year over year and up 28.4% from April's 29,356.Three brands all firing: 20,013 NIO brand, 12,029 Onvo,5,663 Firefly. Year-to-date deliveries hit 150,526 —up 68.7% year over year. Cumulative deliveries reached1,148,118. The ES8 has been the number one sellingvehicle above 400,000 yuan for five consecutive months.The ES9 has over 50,000 pre-orders — with deliveriesonly starting May 28th. June is when the ES9 volumereally arrives.William Li is reportedly preparing to take Mirattery —NIO's battery asset operator — public as his eighth IPO.Mirattery owns the batteries in NIO's 3,846 swap stations.It recently closed a Series C total of nearly 2 billionyuan with state-backed institutional investors. A MiratteryIPO gives the battery swap infrastructure its own publicvaluation — separate from NIO's stock price. NIOshareholders already own a piece of that business.The market hasn't priced it in yet.The May Chinese EV delivery rankings reshuffled.Leapmotor delivered 81,569 units — record high for thesecond consecutive month. Zeekr delivered 34,377 unitsup 81.81% year over year. Huawei HIMA delivered 46,122.Xiaomi exceeded 30,000 for the month. BYD delivered376,990 — ending its 8-month year-over-year declinestreak. The market is forming a barbell — premium brandsand value brands winning, the middle getting squeezed.NIO is firmly on the premium side of that barbell.The Iran 60-day MOU is still waiting for Trump'ssignature. Hormuz remains largely closed. Oil at $92.56.June brings Gen 5 swap stations, Onvo L60 launch, andES9 volume ramping. The setup for Q3 is building now.

Four stories today — all connected to the future ofthe Chinese EV market and your portfolio.BYD unveiled the Xuanji A3 — China's first mass-producedautomotive-grade 4nm smart driving chip. 2,100 TOPS ofcomputing power in a three-chip configuration. Built forL3 and L4 autonomous driving. Already in mass production.But the real story is the 24-year infrastructure behind it.BYD set up its chip division in 2002 — before the iPhone.7,000 chip engineers. 5 wafer fabrication facilities.Over 2,000 chip products across 13 categories. Chipssupplying 46 other automotive brands. BYD is the onlyautomaker on earth with full-process chip manufacturingcapability — from architecture design through wafermanufacturing to testing. Wang Chuanfu said it directly:"The second half of intelligentization is all about chips."Xpeng reported Q1 with revenue down 17.6% year over yearwhile R&D jumped nearly 50% in the opposite direction.That scissors gap swallowed every positive effect fromimproved margins. Xpeng has 42 billion yuan in cash burningat over 5 billion per quarter — chasing Robotaxi, humanoidrobots, a flying car, and the Turing chip licensing business.He Xiaopeng is betting that 2026-2028 are the three mostcritical years for physical AI and that bleeding now meansdominating later. High risk. High ceiling.A suspected mine was reported in the Strait of Hormuzby Omani authorities this morning. A ceasefire frameworksits waiting for final signatures — 60-day extension,Hormuz reopens, nuclear talks begin. Oil is down 20%from 2026 highs — worst monthly performance since COVID.Watch Treasury yields Sunday night. Watch oil Monday morning.Those two numbers tell you what the market believes.Audi started pre-sales for the China-specific E7X — anddropped the four-ring logo entirely, replacing it withjust the letters AUDI. Co-developed with SAIC. Startingat 289,800 yuan. When a brand that competed directly withNIO's target customer strips its most recognizable identityto survive in China — that's the most bullish NIO datapoint of the week.

Dell Technologies just had its best single session in companyhistory — up 33% after beating earnings and raising full-yearguidance. AI server demand is flooding Dell's infrastructuredivision. Snowflake surged 36.5%. Best Buy up 15.8%.And today I want to have the honest conversation this channelhas needed to have.I am a news guy first. I found the NIO story because it wasone of the most compelling business stories of the decade —a Chinese EV company surviving bankruptcy, rebuilding fromnothing, competing against the world's most advanced automakers— and almost nobody in the English-speaking world was tellingit properly. I opened that window. That's still what thischannel is.But I own Dell. And today was a very good day.The NIO vs Dell comparison isn't a competition — it's aportfolio conversation. A concentrated bet on NIO missesthe AI infrastructure wave. A concentrated bet on Dellmisses the Chinese EV expansion story. The mistake thiscommunity sometimes makes is treating NIO as an identityrather than an investment.You're not a NIO person. You're an investor who has NIOin your portfolio. Those are different things.Bloomberg confirmed a tentative US-Iran deal is beingdiscussed. S&P 500 closed at 7,580 — a new all time record.The Dow crossed 51,000 for the first time in history.Oil slipped on the deal optimism. If this holds — everymacro headwind that's been weighing on growth stocks sinceFebruary starts to reverse. Rate cut expectations return.And the stocks held back by the overhang — including NIO —get re-rated upward.NIO launched its fifth Q2 product today — Onvo L60 pre-saleskicked off at the Shenzhen Auto Show. Official launch June 11.I'm a news guy. I document stories. The Chinese EV storyis one of the most important business stories of the decade.But I own Dell too.

Welcome back. A lot happened. Let's get into it.NIO ES9 deliveries kicked off yesterday — one day early.NIO hired NBA legend Yao Ming as Chief Experience Officer.The stock surged 9.3% in the US and 10.45% in Hong Kong.The higher-priced Executive Signature Edition and HorizonSpecial Edition trims are selling far above managementexpectations — a margin story that flows directly intoQ2 revenue per unit.NIO Q1 2026: Revenue $3.7 billion — up 123% year over year.Deliveries 83,465 — up 98.3%. Vehicle margin 18.8% — fourthconsecutive quarterly improvement. Net loss narrowed to 332million yuan from 6.75 billion yuan a year ago. Q2 guidance:110,000-115,000 deliveries. Bank of America doubled its stake.Morgan Stanley and Bernstein both upgraded.Xpeng Q1 2026: Revenue $1.89 billion — down 17.6% year overyear. Deliveries 62,682 — down 33.3%. Gross margin 20.6%.Same market. Same quarter. Two completely different storiesabout brand positioning and where each company sits in theChinese EV landscape.Ferrari unveiled the Luce on May 25th — their first fullyelectric production car, designed with Jony Ive, priced at$645,000. Italy's deputy prime minister said it doesn't looklike a Ferrari. The Chinese internet compared it to a NissanLeaf. Ferrari's stock dropped 8% on launch day. China'sluxury EV market — NIO ET9 at 818K yuan, Maextro S800 at1 million yuan — doesn't need Ferrari's validation. It'salready here and already won.PCE inflation hit 3.8% for April — highest in nearly threeyears. And Wall Street is quietly profiting from the samewar it publicly says it wants to end. The financial incentiveskeeping Hormuz closed are enormous. Follow the money.

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.---

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.

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"

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

- 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

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!

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