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Top story AI data center stocks slide, renewables rally after Democratic US midterm sweep

Investors repriced power and clean energy names after Democrats swept the midterms, betting on policy tailwinds for renewables and headwinds for AI data center buildout economics.

full coverage →marketselectionsclean-energy
Tesla China-made EV sales rise 10.3% y/y in October despite monthly dip

Tesla's Shanghai output reversed to year-over-year growth but slipped month over month, drawing competing reads on demand as China's NEV market expanded.

full coverage →teslaev-saleschina
Ford October US sales slip as EV deliveries plunge 71%

Ford's EV volume collapsed year over year even as its truck business held up, underscoring the uneven US electric transition.

full coverage →fordev-salesautos
GM recalls more than 67,000 Cadillac and Chevy EVs over brake software defect

The recall covers a software glitch that can cause temporary loss of braking, a safety issue for GM's growing EV fleet.

full coverage →gmrecallevs
Germany's EV share hits record 37% as BEVs top gas and diesel combined

Battery-electric registrations in Germany rose 79.5% year over year in October, the strongest share on record for Europe's largest auto market.

full coverage →ev-salesgermanyeurope
Ford Fathom EV pickup to start at $28,350, under $40,000 across trims

Ford positioned the Fathom among the cheapest EVs in the US, a bet on affordability to restart demand.

full coverage →fordevspricing
Tesla accused of selling FSD in Korea to owners who cannot legally use it

A South Korean consumer group asked regulators to halt Tesla's Full Self-Driving marketing for cars that cannot lawfully run the feature.

full coverage →teslaregulationfsd
Trump ban on foreign grid components raises industry concerns over cost and practicality

Stakeholders backed the grid security intent but warned that geography-based restrictions threaten investment and supply.

full coverage →gridpolicysupply-chain
Lucid jumps 12%, Rivian climbs 6% as post-election rally lifts EV stocks; Tesla slides 3%

Pure-play EV shares diverged sharply after the midterms, with Tesla falling as smaller peers rallied.

full coverage →marketsevselections
YahooLucid Jumps 12%, Rivian Climbs 6% as Post-Election Rally Lifts EV Stocks; Tesla Slides 3%AolWhy Tesla Stock Jumped TodayMarketbeatTSLA News Today | Why did Tesla stock go down today? $TSLAYahooLucid Jumps 12%, Rivian Climbs 6% as Post-Election Rally Lifts EV Stocks; Tesla Slides 3%247wallstRivian Climbs 4% as UBS Upgrade Bets on R2 Ramp; Lucid and Tesla Edge Higher
PJM revised data center backstop procurement cuts target to as little as 630 MW

Utilities lowered large-load forecasts, shrinking a planned procurement from an initial 6,800 MW target.

full coverage →griddata-centerspjm
Caterpillar expands engine and turbine output as data center demand drives record quarter

The power equipment maker reported its highest sales quarter ever with a $78 billion backlog, nearly double a year earlier.

full coverage →data-centerspower-equipmentearnings
Electric utilities urge renewal of cybersecurity information-sharing law

CISA 2015, which gives liability protections for sharing cyber threat data, expires next month.

full coverage →cybersecurityutilitiespolicy
Xiaomi humanoid robots complete a full 8-hour shift in its EV factory

Xiaomi said the robots sorted center console side covers autonomously and corrected their own mistakes.

full coverage →roboticsmanufacturingxiaomi
Toyota, Honda, Hyundai, Kia ride hybrids to October gains; Ford slips

Hybrid demand and retail strength lifted Japanese and Korean brands while Toyota's EV sales jumped 127% despite a China slump.

full coverage →autoshybridsev-sales
Nordic grid strain forces rethink of power access rules

Nordic system strain is prompting regulators to revisit how grid capacity is allocated.

full coverage →grideuropepolicy
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