ECARX (NASDAQ:ECX) executives outlined the automotive technology supplier’s global expansion strategy, product portfolio and financial targets during a JPMorgan conference session, highlighting partnerships with major automakers and continued investment in software, silicon and artificial intelligen

One group that doesn’t want the Iran war to end soon is China’s electric-vehicle makers. The crisis in the Middle East is helping them export their way out of trouble: Chinese carmakers are sending excess supply to overseas markets, where high gasoline prices are prompting more drivers to buy EVs. The market share of traditional carmakers is the big casualty.

Luxury, the maisons will tell you, is not like other industries. While lesser consumer goods makers can get ahead by trimming costs and undercutting...

Find insight on Stellantis, Renault, Ferrari and more in the latest Market Talks covering auto and transport.

Renault (ENXTPA:RNO) is back in focus after confirming full year 2026 guidance for a Group operating margin of around 5.5% of revenue, alongside half year results that show a return to profit. See our latest analysis for Renault. Renault's recent confirmation of its 2026 operating margin guidance and return to profit has coincided with a 7 day share price return of 7.45% and a 30 day share price return of 11.52%. However, the year to date share price return is still down 23.07% and the 1 year...

Renault stock has fallen 23.1% year to date, yet the latest valuation work suggests the market price may still sit well below an intrinsic value estimate and what the broader checks imply. Year to date, the share price is down 23.1%, which means recent gains have not fully offset a sizeable pullback in 2026. The push into electrified models and cost reductions can support cash flow expectations, while the upcoming diesel emissions trial may weigh on how investors price legal and reputational...

Renault SA (RNLSY) reports strong first-half results driven by EV sales growth and cost reductions, while navigating raw material inflation and pricing pressures.

Net income was €721m in H1 2026, against a loss of €11.14bn in H1 2025.

Renault reaffirmed its full-year outlook and said cost-cutting efforts were bearing fruit after reporting revenue growth in the first half of the year.

Dacia’s first-half slump pushed the automaker’s volumes into negative territory in the first half of 2026.