Ferrari N.V.

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Hermes International Societe en commandite par actions

Volkswagen AG

Stellantis N.V.

Sales of luxury brands in the Middle East could halve in March, which could reduce quarterly growth for many companies in the sector, according to Bernstein

War with Iran has deprived the luxury sector of $100 billion in capitalization

Rolls-Royce Holdings plc

Shipping by air is five times more expensive than by sea

'There's nowhere to go': Ferrari has started taking supercars to the Middle East by airplane

Volkswagen shares are at the top of the German blue chip index. What was the driver?

Porsche AG

Volkswagen's premium brand - Porsche - <a href="https://newsroom.porsche.com/en/2026/company/porsche-deliveries-2025-41516.html">reported a</a> 10% decline in car sales in 2025. This was the sharpest decline since 2009, that is, since the global financial crisis, <a href="https://www.bloomberg.com/news/articles/2026-01-16/porsche-sales-slump-most-in-16-years-on-weak-china-model-gaps?srnd=phx-industries">writes</a> Bloomberg. Shares of the luxury manufacturer fell in trading on January 16, continuing the collapse, which has already led to the loss of the status of "blue chip".

Porsche reports deepest slump in 15 years amid problems in China and US

Renault SA

Bank of America has bet that some European automakers will be in a favorable position for price gains in 2026 thanks to a likely easing of regulatory rules, CNBC <a href="https://www.cnbc.com/2025/12/15/here-are-bank-of-americas-top-european-auto-picks-for-2026.html">reports</a>. The sector's relatively cheap stocks retain catch-up potential amid a possible revision of CO2 emissions regulations, according to Horst Schneider, head of sector research at BofA. The analyst predicts a traditionally strong first quarter for the sector, followed by a correction and a new upturn by the end of the year.

Ferrari and 4 other companies: BofA names the best stocks in Europe's car industry for 2026

Volkswagen has <a href="https://www.volkswagen-newsroom.com/de/pressemitteilungen/zukunftskonzept-steht-innovationscampus-wird-teil-der-glaesernen-manufaktur-dresden-20022">decided to turn the</a> production site in Dresden, known as the Transparent Manufactory, into an innovation center for artificial intelligence and other advanced technologies. In this way, the carmaker is fulfilling its promise not to close plants in Germany, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-12-04/volkswagen-to-keep-dresden-site-open-as-ai-chip-tech-center">explains</a>.

"Something like Stanford": Volkswagen is repurposing its Dresden plant into an AI center

Wingtech Technology Co.,Ltd

The Netherlands has suspended its powers over chip maker Nexperia, returning control of the company to its Chinese shareholder, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-19/dutch-hand-back-control-of-chinese-owned-chipmaker-nexperia">reports</a>. The <a href="https://www.government.nl/latest/news/2025/10/12/minister-of-economic-affairs-invokes-goods-availability-act">order</a>, which gave the Netherlands the right to block or review Nexperia's decisions, was lifted as a "goodwill gesture," Economy Minister Vincent Carremans <a href="https://x.com/MinisterEZ/status/1991065975148433517">said</a> in a post on social network X.

The Netherlands has returned control of Nexperia to China. What does this mean for the automotive industry?

European carmakers face the threat of assembly line shutdowns due to the Netherlands-China trade conflict

Volkswagen warned of risks to annual forecast due to chip shortages 

Ford Motor Company

Ford is the largest customer of an aluminum sheet metal plant that burned down three weeks ago  

Ford shares are down 6%. Why are investors reacting belatedly to the September firestorm?

Stellantis has estimated its losses due to duties in 2025 at €1.5 billion

Stellantis restored its 2025 forecast for growth. Why did the stock fall?

Ahead of the second-quarter report, analysts said the German company's securities were undervalued


Volkswagen lost €1.3 billion due to US duties. What will happen to the auto giant's shares?


Bayerische Motoren Werke Aktiengesellschaft

Mercedes-Benz Group AG

Investors hope that now the EU can also negotiate with Trump on duty cuts