Stellantis

Stellantis shares plunged over 25% following a projected $26 billion business overhaul impact. Meanwhile, stock futures rebounded. Market volatility persists, with AI spending concerns impacting equities and crypto. Amazon’s significant capital expenditure plans, especially for data centers, also drew investor caution. Amidst these, the Trump administration launched TrumpRx to lower drug prices, and Bob’s Discount Furniture debuted on NYSE. However, Peloton and Estée Lauder saw significant drops. The AI sector also saw competition heat up with OpenAI and Anthropic exchanging jabs during Super Bowl ad season.

Netflix reportedly made an all-cash offer for Warner Bros. Discovery assets. Meanwhile, stock futures dropped due to investor caution amid geopolitical tensions and trade disputes. Global leaders gather at Davos, discussing geoeconomic friction and tech’s role. Threats of new tariffs loom as Greenland rejects external pressure. The Supreme Court’s tariff ruling and the Federal Reserve’s independence are under scrutiny. Stellantis faces challenges with its EV transition, while Korean food, particularly ramyeon, sees a surge in global demand.

The Dodge Charger has redefined the American muscle car with its innovative multi-energy lineup, earning the 2026 Detroit Free Press Car of the Year award. Offering both electric and powerful gasoline options, the Charger appeals to diverse preferences, excelling in performance, comfort, and technology. This success is further bolstered by multiple accolades, including Car of the Year from TopGear.com and The Detroit News, and recognition for its propulsion systems and interiors. Dodge CEO Matt McAlear highlights the Charger’s pivotal role in leading the muscle car into the future.

Stellantis and Bolt have signed a non‑binding MOU to explore large‑scale Level 4 driverless vehicle deployment across Europe. The partnership will use Stellantis’ AV‑Ready Platforms™ – the eK0 medium van and STLA Small – integrated into Bolt’s ride‑hailing network. Trials begin in 2026, with pilot production targeted for 2029, supporting Bolt’s goal of 100,000 autonomous vehicles by 2035, subject to regulatory approvals and definitive agreements.

.Stellantis CEO Antonio Filosa will join a fireside chat at Goldman Sachs’ 17th Annual Industrials & Autos Week on Dec 4, 2025 (3:05‑3:40 p.m. CET/9:05‑9:40 a.m. EST). The live webcast will stream on Stellantis’ investor portal, with a replay later. Filosa is expected to outline the firm’s push for 70 % electric or hybrid models by 2030, recent EV launches, a 12 % Q3 profit rise, financing plans, autonomous‑driving architecture and software‑defined vehicle services.

Pony.ai is expanding into Europe through a partnership with Stellantis to deploy robotaxis, starting with testing in Luxembourg and aiming for a phased rollout across European cities from 2026. Stellantis will provide electric vehicles while Pony.ai contributes its autonomous driving software. This follows Pony.ai’s ongoing robotaxi testing in Beijing and reflects the increasing competition among companies like Waymo to commercialize autonomous driving technology in new global markets. Chinese regulatory clearance for Pony.ai and WeRide could further fuel their global expansion and AI development.

Stellantis and Pony.ai are partnering to develop autonomous robotaxi services in Europe. The collaboration will integrate Pony.ai’s self-driving software with Stellantis’ AV-Ready Platform, initially focusing on battery-electric medium-size vans designed for SAE Level 4 autonomy. Testing commences in Luxembourg using the Peugeot e-Traveller, with broader European deployment planned for 2026. The partnership aims to leverage Stellantis’ LCV market leadership and Pony.ai’s expertise to revolutionize urban mobility with safer and more affordable transportation options.

Stellantis (STLA) reported estimated consolidated shipments of 1.3 million units for Q3 2025, a 13% year-over-year increase. North America led growth with a 35% rise, supported by initial Ram 1500 deliveries and inventory normalization. Enlarged Europe increased by 8%, driven by new B-segment model production. Other regions saw a net 3% increase, boosted by Middle East & Africa (+21%), while South America declined by 3%. These figures are unaudited and subject to change.

Stellantis reported preliminary unaudited H1 2025 results showing €74.3B net revenues but a €2.3B net loss and -€3.0B industrial free cash flow. Q2 global shipments declined 6% to 1.4M units. Results were impacted by €3.3B in charges for program cancellations, platform impairments, and restructuring, plus €0.3B from US tariffs. North American shipments fell 25%. Positive growth was seen in Middle East & Africa (30%) and South America (20%). The company anticipates improvement in H2 2025.