Auto Sector

Auto Sector News

Automakers and suppliers — one of the largest, most cyclical industries globally.

What is Auto Sector?

The auto sector includes legacy OEMs (Toyota, VW, GM, Ford, Hyundai), EV-focused (Tesla, BYD, Rivian, Lucid), Indian (Maruti Suzuki, Tata Motors, Mahindra), suppliers (Bosch, Denso, Aptiv), and EV battery makers (CATL, LG Energy). The industry is undergoing its biggest disruption in a century via electrification, autonomy, and Chinese competition.

Why it matters for investors

Autos are deeply cyclical (big-ticket consumer purchases tied to credit and confidence), heavy capital users, and now strategically critical due to EV transition and supply-chain concerns. Auto sales are an important leading indicator of consumer financial health.

Frequently asked questions

Why are EV makers losing money?

High R&D, capacity buildouts, low scale on new models, and battery cost pressures. Tesla and BYD are profitable; most others lose money on EV programs.

What's the China risk for legacy automakers?

Chinese EV makers (BYD, Geely, NIO, Xpeng) are exporting competitive products at lower prices, threatening Western and Japanese OEMs in Europe and emerging markets.

🇺🇸 United States

Ford Stock Jumps After Q2 Earnings Beat and Bullish Analyst Upgrade

Ford Motor Co shares jumped after the automaker reported Q2 2026 results that beat analyst expectations

Jul 30, 2026

🇨🇳 China

Chinese Motorcycle Exports Hit Record H1 2026 as Tech Gains and Upmarket Push Pay Off

Chinese motorcycle manufacturers posted record export volumes in H1 2026, driven by technology improvements

Jul 30, 2026

🇮🇳 India

PCBL Chemical Q1 FY27: Net Profit Surges 65%, Stock Jumps 16% on Interim Dividend Announcement

PCBL Chemical reported Q1 FY27 net profit growth of 65% YoY, with profit before tax rising 70% to Rs 204.3 crore from Rs 120.2 crore a year earlier.

Jul 30, 2026

🇨🇦 Canada

JAECOO 5 Breaks Ground on First South Africa Plant in Chinese Auto Sector's Africa Expansion Push

OMODA & JAECOO broke ground on its first South African plant with the JAECOO 5 set to begin local production in ICE and HEV variants

Jul 29, 2026

🇨🇦 Canada

Canadian Q2 Earnings Season Opens: Allied REIT Beats Expectations, VerticalScope and Martinrea Set August Report Dates

Allied Properties REIT reported Q2 2026 results with leasing and occupancy ahead of expectations and continued net debt to EBITDA improvement.

Jul 29, 2026

🇮🇳 India

Wheels India Q1: Profit Up 28%, Revenue Up 18% But Stock Falls 5% on Margin Concerns

Wheels India reported Q1 net profit growth of 28% and revenue growth of 18%, yet the share price fell more than 5% as investors focused on margin concerns or valuation

Jul 29, 2026

🇧🇷 Brazil

Illinois Tool Works Q2 2026 Earnings: Diversified Industrial Bellwether Reports Results

Illinois Tool Works (ITW) hosted its Q2 2026 earnings call on July 28, with company participants led by VP of Investor Relations Erin Linnihan

Jul 29, 2026

🌐 Global

First Brands Bankruptcy: Creditors Pitched $2B Fraud Claw-Back as Path to Full Recovery

First Brands creditors are being pitched a full recovery via $2 billion in fraud claw-back lawsuits against alleged insiders and business partners

Jul 29, 2026

🇺🇸 United States

Analyst Predicts Tesla Stock Could Fall to $100 If Nasdaq Enters Bear Market as AI Premium Unwinds

A bearish analysis argues Tesla (NASDAQ: TSLA) could fall to $100 per share if the Nasdaq enters a formal bear market, representing approximately 70-75% downside from recent levels

Jul 28, 2026

🇨🇳 China

Xiaomi EV Launches SkyNomad Series With 6 Dedicated Stores as China Payments Body Revokes 6 Firm Memberships

Xiaomi Automotive launched its second major product series, SkyNomad, with dedicated showrooms opening nationally including a flagship at Shanghai's Pudong World Expo venue

Jul 28, 2026

🇮🇳 India

TVS Motor Raises Stake in TVS Credit to 85.15% With ₹711 Crore Acquisition Ahead of Possible Carve-Out

TVS Motor acquired an additional 4.39% stake in TVS Credit Services for ₹711 crore, lifting its holding to 85.15%

Jul 28, 2026

🇰🇷 South Korea

290,000 Users' Data Breached at Korean EV Charging Network Chaebi in Sector Cybersecurity Warning

A data breach at Chaebi, a Korean EV charging network operator, exposed personal data of approximately 290,000 users — a significant cybersecurity incident for the EV infrastructure sector

Jul 28, 2026

🇺🇸 United States

Xiaomi US ADR Surges as New SUV Launch and China Chip IPO Boost Sentiment

Xiaomi ADR shares surged on the back of new SUV announcements that expand its EV ambitions

Jul 28, 2026

🌐 Global

CATL Shares Jump as EV Battery Giant Unveils Buyback After Strong H1 Earnings

CATL shares surged in China after the world's largest EV battery maker announced a share buyback following strong H1 earnings

Jul 28, 2026

Country Cn

Squeezed Margins Force China's Carmakers to Retreat from Price War Despite Falling Sales and Subsidy Rollback

China's carmakers face narrowing profit margins from rising raw material costs, undermining their ability to sustain steep price discounts to drive volume

Jul 27, 2026

🇩🇪 Germany

VW Profit Plummets on China Collapse; CEO Blume Eyes Year-End Cost Rescue Without Closures

VW Group reports sharp H1 2026 profit decline driven by weak China sales; CEO Blume targets year-end cost-savings blueprint without factory closures.

Jul 25, 2026

🇨🇦 Canada

Waymo Driverless Cars Cut Crash Rate 68% vs Human Drivers, U.S. Study Finds

Waymo driverless vehicles were involved in 68% fewer crashes than human drivers over a three-year study across four U.S. cities, per U.S. Insurance Institute for Highway Safety data

Jul 25, 2026

🇺🇸 United States

Tesla Stock Plunges Despite Strong Q2 Revenue as Robotaxi and Autonomous Driving Timelines Disappoint

Tesla (TSLA) stock plunged despite reporting strong Q2 revenue, as investor concern about Robotaxi scaling timelines and autonomous driving regulatory hurdles overrode the fundamental beat.

Jul 25, 2026

🇮🇳 India

M&M Falls Below 100-Day SMA While Maruti Surges Above It — Auto Sector Divergence Signal

M&M share price fell below its 100-day Simple Moving Average while Maruti Suzuki surged above the same indicator on July 24, signaling contrasting near-term momentum between India's two largest passenger vehicle makers.

Jul 25, 2026

Country De

Volkswagen Profits Plunge and 100,000 Jobs Face Cuts Amid China Sales Collapse

Volkswagen reported a steep fall in profits and cut its revenue forecast amid a deepening sales slump in China

Jul 24, 2026

🇺🇸 United States

Mobileye Q2 2026 Beats Estimates but CEO Steps Down, Adding Uncertainty to ADAS Outlook

Mobileye Global MBLY beat Q2 2026 estimates on revenue and earnings per share

Jul 24, 2026

🇩🇪 Germany

Tesla Stock Under Pressure After 14.5% Crash — Chart Support Levels Determine Recovery Path

Tesla shares fell an additional 14.5% in a single session, extending a correction that has now reached -37% from record highs.

Jul 24, 2026

🇺🇸 United States

TE Connectivity (TEL) Shares Drop Despite Strong Earnings and Acquisition

TE Connectivity declines despite strong Q2 earnings and an acquisition, as sell-on-strength profit-taking and integration uncertainty outweigh the fundamentally positive results in the industrial connector bellwether.

Jul 23, 2026

🇺🇸 United States

Penske Automotive (PAG) Shares Surge on $210 Per Share Acquisition Offer

Penske Automotive receives a $210/share acquisition offer, sending shares surging as buyers recognize the scarcity premium of its national-scale franchise dealership network spanning Porsche, BMW, and Mercedes brands.

Jul 23, 2026

🇰🇷 South Korea

Samsung Galaxy Z Fold Unveiled at London Unpacked: 4:3 Ratio Screen and World's Lightest Foldable Target Premium Buyers

Samsung unveiled the Galaxy Z Fold at London Unpacked with a 4:3 aspect ratio screen and the lightest foldable form factor globally, targeting content consumption and premium market leadership.

Jul 23, 2026

India Markets

Bajaj Auto Hits 52-Week High, TVS Motor Surges 4.5% After Strong Q1 FY27 Results

Bajaj Auto hit a 52-week high of ₹10,838 and TVS Motor surged 4.5% after both companies reported strong Q1 FY27 earnings, confirming sector-wide momentum in Indian two-wheelers.

Jul 23, 2026

🇰🇷 South Korea

KOSPI Sidecar Triggered 40th Time in 2026 as Hyundai Motor Shares Collapse 50% from Peak

KOSPI circuit breakers triggered 40 times in 2026 as Hyundai Motor shares collapsed 50% from peak amid union strike concerns and foreign investor selling

Jul 23, 2026

🇮🇳 India

Gabriel India Shares Slide 6% as Rs 3,166 Crore Dual Acquisition Triggers Leverage Concerns

Gabriel India shares fell 6% after the auto components maker announced a Rs 3,166 crore dual acquisition alongside mixed Q1 financial results

Jul 22, 2026

🇬🇧 United Kingdom

Tesla Profits Plunge as EV Discounts and Capex Surge Weigh on Q2 Results

Tesla profits fell sharply as discounts on EV models compressed margins while capex more than doubled in a strategic pivot to semiconductors and autonomous taxis

Jul 22, 2026

🇮🇳 India

Bajaj Auto Q1 Net Profit Surges 46% to ₹3,226 Crore on Strong Volume and Export Growth

Bajaj Auto reported 46% profit growth to ₹3,226 crore in Q1 on strong volume, exports, and a favorable product mix.

Jul 22, 2026