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Epoch Investment Partners Reduces Holdings in Cummins; Norges Bank Increases

Beutel Goodman & Co Ltd. Reduced Cummins Shares

Allium Financial Advisors LLC reduces Tesla holdings by 51.1%

Tesla begins selling 低价版 Model 3 in Europe

Report shows Tesla's November sales in Japan surged by approximately 70% year-over-year

Research report shows Tesla's deliveries in non-China markets decreased year-over-year in the first ten months of 2025

Tesla Extends China's Model Y Delivery Wait Time to February 2026

Tesla faces federal probe over door handle safety issue and must respond by December 10

Ark Invest Sells Tesla and Meta Platforms Inc. Stocks

Onvo Plans to Double the Number of Battery Swapping Stations by Mid-January 2026

US stocks closed on December 4th, Tesla's stock price rose by more than 1%

Tesla's China sales rebounded in November, with a nearly 10% year-over-year increase

Tesla Rises to Ninth Place in 2026 Consumer Reports Reliability Rankings

Tesla Model Y Performance Delivery Delayed Due to Safety Checks

Tesla CEO Announces Major Update to Autopilot Allowing Texting While Driving

Rosenblatt Raises Lumentum Holding's Target Price to $380

Tesla Semi Truck Completes Pre-production Planning Meeting with Keller Logistics Group

Tesla Rises to 10th in Vehicle Brand Rankings

Experian Releases Q3 2025 Report: Electric Vehicle Leases Account for 25%

A sales contract dispute case involving Tesla Shanghai will be heard on December 5.

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

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Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

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Tradr 2X Long ASTS Daily ETF

Able View Global

Epoch Investment Partners Inc. reduced its stake in Cummins Inc. by 4.3% in Q2, owning 308,736 shares worth $101.1M. Other institutional investors adjusted their positions, with Norges Bank acquiring a new stake worth $505.9M. Analysts upgraded Cummins, with a consensus rating of 'Moderate Buy' and an average target price of $476.75. Cummins stock opened at $510.43, with a market cap of $70.46B.

Market Beat

Cummins

Epoch Investment Partners Inc. Lowers Position in Cummins Inc. $CMI

Beutel Goodman & Co Ltd. sold 17,415 shares of Cummins Inc., reducing its stake by 2.9% in Q2. Cummins' stock opened at $510.43, with a market cap of $70.46 billion. Insiders sold 36,410 shares worth $16.42 million in 90 days. Cummins reported Q3 EPS of $5.59, beating estimates, with revenue of $8.32 billion. The firm announced a $2.00 quarterly dividend.

Beutel Goodman & Co Ltd. Sells 17,415 Shares of Cummins Inc. $CMI

INTC

Ålandsbanken analysts support Ericsson's decision not to acquire NEX from Intel, favoring shareholder returns over acquisitions. Intel decided to retain NEX, citing improved prospects within the company.

- Analysts at Ålandsbanken support Ericsson's choice to forgo acquiring NEX from Intel, favoring shareholder returns.  
- The bank highlighted that funds intended for the acquisition can be redirected to shareholders instead.  
- Intel has decided to retain NEX, believing it has improved prospects for success within the company after initially seeking external investors.  

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Intel

Ålandsbanken Welcomes Ericsson's Decision Not to Acquire NEX from Intel

On December 4, Eastern Time, Intel options saw a total of 490646 contracts traded, with calls accounting for 72% and puts making up 27%.

- On December 4, Intel options trading reached 490,646 contracts, with call options at 72% and put options at 27%.  
- Significant news includes Intel outsourcing its EMIB packaging technology to Amkor, retaining its NEX unit, and speculation about supplying chips to Apple, all contributing to stock price fluctuations.  
- The most traded option was a put option expiring on December 5, 2025, with a strike price of $41, totaling 20,405 contracts.

LB Option

Trending | INTC Plummets 7% on Thursday, Some Put options Soar 784%

On December 4, Eastern Time, NIO options saw a total of 269382 contracts traded, with calls accounting for 76% and puts making up 23%.

Trending | NIO Increases 4% on Thursday, Some Call options Soar 133%

SSNGY

SOXL

CPO (Co-Packaged Optics) technology will reshape the external bandwidth of AI data centers, significantly increasing data transmission speeds and reducing power consumption. Silicon photonics technology is advancing rapidly, and a complete ecosystem has formed in the industry chain. Foundries, chip giants, and server manufacturers are all accelerating their layout of CPO technology, engaging in fierce competition. Companies such as Taiwan Semiconductor, Intel, and Samsung are actively positioning themselves in this field to compete for market dominance

- CPO (Co-Packaged Optics) technology is set to revolutionize external bandwidth in AI data centers by significantly enhancing data transfer speeds and reducing power consumption.  
- The industry is witnessing rapid advancements in silicon photonics, with over 150 companies forming a diverse ecosystem, and major players like TSMC, Intel, and Samsung intensifying their efforts in this field.  
- As CPO technology approaches commercialization in 2027, the competition among foundries, design service providers, and chip manufacturers will shape the future of AI computing infrastructure.

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Samsung Electronics 

Taiwan Semiconductor

Direxion Semicon Bull 3X

CPO Harvest Battle, Fully Launched

09866

Nio's sub-brand Onvo has launched the L60 Black Knight Edition, a limited edition SUV priced 2.42% higher than the standard model. Only 666 units will be available, featuring a 60-kWh battery and rear-wheel drive. The model aims to boost brand visibility and sales, following the L90 Black Knight Edition. Onvo plans to double battery packs at swap stations by mid-January 2026.

- Onvo has launched the L60 Black Knight Edition, priced at RMB 211,900 ($29,970), which is a 2.42 percent increase over the standard model.  
- This limited edition features a 60-kWh battery, rear-wheel drive, and a range of 530 kilometers, with only 666 units available.  
- The launch aims to enhance brand visibility and sales amid increasing competition, following the recent introduction of the L90 Black Knight Edition.

CnEVPost

NIO Inc. USD OV

NIO-SW

Nio Onvo launches L60 Black Knight Edition, priced slightly above standard model

Onvo, a Nio Inc sub-brand, plans to double battery packs at swap stations by mid-January 2026, adding over 8,000 new packs to meet the Chinese New Year travel surge. This initiative aims to enhance user experience and suggests resolved battery production constraints. Onvo shares stations with Nio, requiring retrofitting for compatibility due to different battery specifications.

- Onvo plans to add over 8,000 new battery packs at battery swap stations by mid-January 2026 to accommodate increased travel during the Chinese New Year holiday.  
- This initiative aims to enhance user experience and meet peak demand, with over 800 new battery packs already deployed since November.  
- The move indicates that Onvo's battery production capacity constraints may have been resolved, allowing for greater resource allocation to its battery swap stations.  

Onvo unveils plan to double available battery packs at swap stations in following month

Dollar General saw its shares surge by 14% after beating quarterly earnings estimates and raising its full-year forecast, driven by strong demand from value-seeking consumers. Conversely, Intel's shares dropped nearly 8% after reports indicated the chipmaker would retain its networking and communications unit, causing it to be the worst-performing S&P 500 stock. Overall, major U.S. equities indexes finished Thursday mixed and little changed ahead of key inflation data.

- Dollar General's shares surged by 14% after exceeding quarterly earnings estimates and raising its full-year forecast due to strong consumer demand.  
- In contrast, Intel's shares fell nearly 8% as it decided to retain its networking and communications unit, making it the worst-performing stock in the S&P 500.  
- Major U.S. equities indexes ended the day mixed and relatively unchanged in anticipation of important inflation data.  

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Dollar General

 S&P 500 Gains and Losses Today: Dollar General Soars on Strong Earnings; Intel Stock Slumps

NIO Inc. (NYSE:NIO) shares rose 5% during trading on Thursday, reaching $5.03. Trading volume was 56,731,797 shares, a 5% decline from the average. Analysts have mixed ratings: Citigroup set a 'buy' rating with a $6.90 target, while others like Barclays and Goldman Sachs gave 'underweight' and 'neutral' ratings. NIO's market cap is $10.50 billion, with a P/E ratio of -3.47. The company reported a quarterly loss of $0.32 per share, missing estimates. Institutional investors have been adjusting their stakes in NIO.

- NIO Inc.'s stock rose 5% to $5.03, with a trading volume of approximately 56.7 million shares, slightly below its average.  
- Analysts have varied opinions on NIO, with Citigroup lowering its price target to $6.90, while Bank of America raised it to $7.10, resulting in an average target price of $6.73.  
- The company reported a quarterly revenue of $2.65 billion, missing estimates, and has a market capitalization of $10.50 billion, with a negative return on equity of 1,085.61%.

NIO (NYSE:NIO) Shares Up 5%  - Time to Buy?

WKHS

Shares of Workhorse Group Inc. (WKHS) fell 5.17% to $0.85 on Thursday, underperforming compared to competitors Tesla Inc. (TSLA) and General Motors Co. (GM). The NASDAQ Composite Index rose 0.22%, while the Dow Jones Industrial Average fell 0.07%. Workhorse's trading volume was 1.1 million, below its 50-day average of 2.3 million. The stock is 94.59% below its 52-week high of $15.75.

- Workhorse Group Inc. (WKHS) shares fell 5.17% to $0.85 amid a mixed trading session, while the NASDAQ rose 0.22% and the Dow Jones fell 0.07%.  
- The stock is currently 94.59% below its 52-week high of $15.75, reached on December 6th, and underperformed compared to competitors like Tesla and General Motors.  
- Trading volume was 1.1 million shares, significantly below the 50-day average of 2.3 million shares.