Thu February 12, 2026 (Run 2)

Electric Vehicles

Tesla's China domestic sales crashed 45% year-over-year in January to just 18,485 units, the lowest level since November 2022, though exports reached 50,644 vehicles, the second-best month ever Electrek
Xiaomi's YU7 became China's best-selling vehicle in January, surpassing Tesla's Model Y EV Blog
China's overall EV sales fell for the first time in 2 years, showing signs of waning growth despite government subsidies and cheap manufacturing MoveMnt
BYD and Geely are among three finalists bidding to purchase a 230,000-unit Nissan-Mercedes plant in Mexico, which would provide instant North American manufacturing access Electrek
Subaru confirmed a three-row electric SUV will arrive in showrooms later in 2026 Electrek
Kia's PV5 electric van received its first camping kit from VanLab that transforms it into a campsite in minutes Electrek
All-EV marketplace Ever raised $31M in funding led by Eclipse, scaling rapidly with an AI-first approach TechCrunch

Waymo began fully autonomous operations with its 6th-generation Driver on public roads, targeting 1 million weekly rides with the most cost-effective hardware stack Electrek
Waymo's 6th-generation robotaxi technology is ready for passenger trips, rolling out first to employees in San Francisco and Los Angeles before public customers The Verge
Aurora's driverless trucks can now travel 1,000 miles in 15 hours, faster than human drivers can legally accomplish, marking a "superhuman" milestone TechCrunch

Tesla received a 30-day extension until March 14, 2026 to oppose a trademark squatter's "Cybercab" application as mass production approaches in April Electrek

JP Morgan tripled its Rivian stake in Q4 to a record 22 million shares, the fifth consecutive quarter of increases EV Blog
JP Morgan boosted Nio holdings to a 5-year record during Q4, finishing with nearly 12.7 million shares worth $64.7 million EV Blog

Lyft Engineering detailed validation and diagnostics for Doubly Robust Models (AIPW) used for causal inference in non-randomized scenarios like partnerships, long-term effects, and post-launch evaluations Lyft Engineering