Automotive, Defense & Industrial Stock News and Analysis
A small white aircraft is hovering thirty feet above a backyard somewhere over a suburb outside of Dallas, lowering a bag of pharmacy supplies onto a patch of…
Observing Cathie Wood sell into a rally that she helped organize has an almost unsettling quality. Taiwan Semiconductor and Advanced Micro Devices, two companies that remain close to…
On a weekday morning, the rhythm of uptown Charlotte reveals the location. In the background, a coffee shop close to the Belk College campus is half full of…
A certain silence permeates the floor of an automation trade show. Not exactly silence—somewhere a conveyor is humming, a sales representative is explaining vision systems to a man…
Walking through downtown Oakland and discovering that the modest building next to Broadway is owned by a business that moves more money through its rails than PayPal does…
Stellantis appears to be in the midst of a certain level of apathy that Wall Street has reserved for legacy automakers. The Q1 2026 figures are not nuanced.…
Even those in the AI industry pause for a moment when they see the amount that was announced last Friday: $40 billion, of which $10 billion has already…
There isn’t a clear winner in the public market, which is the most peculiar aspect of the enterprise software category that everyone in venture capital seems to be…
Nio’s latest move in the competitive electric vehicle arena hinges on a high-stakes bet: that a technologically advanced flagship SUV can drive both market share and a path…
Chinese electric vehicle giant BYD has once again raised its export ambitions, now targeting over 1.5 million vehicles for 2026, a significant increase from a previous goal of…
