F News & Events

Institutional investors and professional traders rely on The Fly to keep up-to-the-second on breaking news in the electric vehicle and clean energy space, as well as which stocks in these sectors that the best analysts on Wall Street are saying to buy and sell.From the hotly-debated high-flier Tesla, Wall Street's newest darling Rivian, traditional-stalwarts turned EV-upstarts GMand Fordto the numerous SPAC-deal makers that have come public in this red-hot space, The Fly has you covered with "Charged," a weekly recap of the top stories and expert calls in the sector.Clickto check out Tesla's recent Media Buzz Sentiment as measured by TipRanks.RESULTS:On April 30, Rivian reported Q1 losses per share of (33c) and revenue $1.381B, with consensus at (60c) and $1.37B, respectively. RJ Scaringe, Rivian Founder and CEO, said, "With the launch of R2, we are excited to dramatically expand our market opportunity and have more people driving Rivians. The support of the Department of Energy for the $4.5 billion loan to build our Georgia facility enables Rivian to grow American jobs and establish stronger U.S. technology and manufacturing leadership while further scaling our customer base."The company sees FY26 adjusted EBITDA in the range of ($2.1B)-($1.8B) and FY26 vehicles delivered between 62,000 - 67,000, it noted.Cantor Fitzgerald raised the firm's price target on Rivian to $19 from $18 and kept a Neutral rating on the shares following quarterly results. Rivian reaffirmed its FY26 delivery and financial guidance while highlighting R2 production ramp as the key near-term catalyst, supported by improving liquidity, strategic partnerships with Uberand Volkswagen, and expanded manufacturing capacity, though near-term sentiment remains neutral pending clearer autonomy monetization visibility despite a differentiated product and ecosystem strategy, the firm highlighted in a research note.DELIVERIES:Nioannounced its April delivery results. The company delivered 29,356 vehicles in April, representing an increase of 22.8% year-over-year. The deliveries consisted of 19,024 vehicles from the company's premium smart electric vehicle brand Nio, 5,352 vehicles from the company's family-oriented smart electric vehicle brand Onvo, and 4,980 vehicles from the company's small smart electric car brand Firefly. Cumulative deliveries reached 1,110,413 as of April 30.Meanwhile, XPengsaid it delivered a total of 31,011 vehicles in April, representing a 13% increase from the prior month.Li Autoalso announced that it delivered 34,085 vehicles in April. As of April 30, Li Auto's cumulative deliveries reached 1,669,442. In April, the all-new Li L9 Livis debuted at the 2026 Beijing International Automotive Exhibition, with its official launch scheduled for May 15. As of April 30, the company had 511 retail stores in 160 cities, 550 servicing centers and Li Auto-authorized servicing shops operating in 223 cities. The company also had 4,077 super charging stations in operation equipped with 22,509 charging stalls in China.

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.TARIFFS:President Donald Trump said via Truth Social, "I am pleased to announce that, based on the fact the European Union is not complying with our fully agreed to Trade Deal, next week I will be increasing Tariffs charged to the European Union for Cars and Trucks coming into the United States. The Tariff will be increased to 25%. It is fully understood and agreed that, if they produce Cars and Trucks in U.S.A. Plants, there will be NO TARIFF. Many Automobile and Truck Plants are currently under construction, with over 100 Billion Dollars being invested, A RECORD in the History of Car and Truck Manufacturing. These Plants, staffed with American Workers, will be opening soon - There has never been anything like what is happening in America today! Thank you for your attention to this matter. President DONALD J. TRUMP" Publicly traded companies in the space include Ford, General Motors, Honda, Lucid Group, Mercedes-Benz, Nissan, Rivian, Stellantis, Tesla, Toyotaand Volkswagen.STRAIT OF HORMUZ:President Trumpin social media, "Countries from all over the World, almost all of which are not involved in the Middle Eastern dispute going on so visibly, and violently, for all to see, have asked the United States if we could help free up their Ships, which are locked up in the Strait of Hormuz, on something which they have absolutely nothing to do with - They are merely neutral and innocent bystanders! For the good of Iran, the Middle East, and the United States, we have told these Countries that we will guide their Ships safely out of these restricted Waterways, so that they can freely and ably get on with their business. Again, these are Ships from areas of the World that are not in any way involved with that which is currently taking place in the Middle East. I have told my Representatives to inform them that we will use best efforts to get their Ships and Crews safely out of the Strait. In all cases, they said they will not be returning until the area becomes safe for navigation, and everything else. This process, Project Freedom, will begin Monday morning, Middle East time. I am fully aware that my Representatives are having very positive discussions with the Country of Iran, and that these discussions could lead to something very positive for all. The Ship movement is merely meant to free up people, companies, and Countries that have done absolutely nothing wrong - They are victims of circumstance. This is a Humanitarian gesture on behalf of the United States, Middle Eastern Countries but, in particular, the Country of Iran. Many of these Ships are running low on food, and everything else necessary for largescale crews to stay on board in a healthy and sanitary manner. I think it would go a long way in showing Goodwill on behalf of all of those who have been fighting so strenuously over the last number of months. If, in any way, this Humanitarian process is interfered with, that interference will, unfortunately, have to be dealt with forcefully."TROOPS IN GERMANY:The Pentagon intends to pull roughly 5,000 American troops from Germany, CBS News' Jennifer Jacobs, citing senior defense officials. The officials described the move as a signal of President Donald Trump's lack of satisfaction with the level of assistance European allies have offered to the U.S. in its war with Iran, Jacobs says. Over 36,000 active duty soldiers were assigned to bases throughout Germany as of last December, along with nearly 1,500 reservists and 11,500 civilians, Jacobs notes.BUSINESS MIX CHALLENGE:Kevin McGurn faces a challenge as the new head of Trump Media & Technology Group, namely figuring out how to package the company's odd mix of business ventures, The Wall Street Journal's Jennifer Hiller. McGurn is a longtime media executive and adviser who took over last week as interim chief executive of the company, best known as the parent of Truth Social, President Trump's social-media platform. Launched after Trump's ban from Twitter in 2021, Trump Media's businesses span social media, cryptocurrency and most recently, a $6B bet on nuclear fusion, the author notes. "Having those two businesses together or apart will be both options that we weigh, and I think we will pick the best path, but currently, the one that we're pursuing is the spinout," McGurn said in his first interview as interim CEO.

For reports total U.S. vehicle sales down to 178,667 units in April of this year, compared to 208,675 units last year, a decline of 14.4%. Ford reports April U.S. total electrified vehicles sold of 19,413, down 31.1% year-over-year, and internal combustion vehicle sales of 159,254, down 11.8% year-over-year.