ICE
Intercontinental Exchange Inc.
stock NYSE

The selloff has a specific trigger, and it isn't debt or obsolescence: Bloomberg reported Monday that O'Reilly made a \~$10B+ offer for Genuine Parts' NAPA unit. AZO fell \~5.5%, Advance \~6.5%, and O'Reilly itself \~6.7% — when the acquirer falls too, the market is repricing industry structure, not one company's balance sheet.
On the two fears: AZO's "high debt" is by design — equity is negative because they've retired \~89% of their shares since 1998; watch interest coverage, not debt/equity (last quarter: sales +8.4%, comps +4.1%). And "obsolete" runs into the fleet data: the average US car is a record 12.8 years old and only \~4.5% get scrapped a year. An aging ICE fleet is a parts tailwind for at least another decade.
The real thing to underwrite: AZO's growth engine is commercial (+10.4% last quarter vs +2.2% DIY), and O'Reilly + NAPA would be a much bigger commercial rival. That matters more than whether 21x is above the 10-year average — especially since a share cannibal's P/E vs its own history is less informative than it looks.
Do you think the NAPA deal actually clears antitrust? The whole sector repricing hinges on it.

Not willy nilly. There were court proceedings. It’s not like your government where police kill black people in the street and ICE kill brown people in the street.
But sure, you’re “anti-corruption.”
“Don’t believe your lying eyes.”

Yrr ik still not able to comprehend this ev bubble
Like in real world bhai market mai inka koi proper repair system hi nhi hai . They are just like use and throw pens
And still people are going gaga about them cuz of the hormuz shit
Ev are not yet at par at ICE in any sense still

I’m curious how others see NIO’s product strategy from here.
China’s auto market is no longer an easy growth market. Domestic sales have been weak for months, NEV retail has been under pressure, and the market is now more about taking share than riding a rising tide. NIO also does not have a strong enough export engine yet to offset that domestic pressure.
Because of that, I think NIO needs to simplify and focus capital where the brand actually has pricing power.
To me, the strongest lane for the **NIO brand** is premium BEV, specifically **ES8 and ES9**. That is where NIO can take share from buyers who historically would have looked at **Mercedes, BMW, and Audi**, including premium ICE buyers moving into EVs. I’m talking about buyers cross-shopping vehicles like **BMW X5/X7, Mercedes GLE/GLS, Audi Q7/Q8**, and the German BEV equivalents. In the BEV era, engine heritage matters less. Software, cabin tech, comfort, ADAS, battery experience, BaaS, and swap convenience matter more. That is where NIO actually feels differentiated.
The middle-market NIO models are the problem. **ES6, EC6, ET5, ET5 Touring**, etc. made more sense before ONVO existed. But now ONVO exists specifically to fight the crowded family EV market. So why keep spending shareholder capital refreshing and supporting mid-level NIO SKUs that are not clearly selling well enough?
My view: **NIO brand:** ES8 and ES9, premium BEV, high ASP, margin, brand status, taking share from Mercedes/BMW/Audi ICE and BEV buyers.
**ONVO:** L60, L80, L90, mainstream family EVs, competing with Model Y, XPeng, BYD, Geely, Zeekr, Xiaomi, etc.
**Firefly:** entry, urban, and eventual export optionality.
NIO does not need ten “pretty good” models in a mature market. It needs fewer models that define the brand, protect margins, and reduce cash drag.
**Wasn’t this basically NIO’s original direction anyway? A premium Chinese EV brand that could compete with legacy luxury?**
Now that **ES8 and ES9** appear to be working in that premium lane, why not embrace it? Focus the NIO brand where it has pricing power and let ONVO fight the middle market.
Curious what others think. Should NIO keep refreshing the broader legacy lineup, or focus the main brand on premium BEV leadership and phase out weaker middle-market SKUs over time.

Buy Tesla. Gas prices up to increase Tesla sales. ICE agents sending illegals back so their jobs can be taken by Tesla robots. Telsa robots eventually end up in homes. Every guy will buy one so their wives can give orders to something that has to listen.

Minnesotans be like: No more Mr. ICE guy

Quietly stopped all those heinous ICE raids before midterms

**In an interaction with** ***Autocar Professional*****, Dr Matthias Traub, President & Managing Director, Vector Informatik GmbH, discusses why software has become the automotive industry’s primary value driver, why ecosystems are replacing isolated development approaches, how AI is reshaping engineering workflows and what India must do to emerge as a key player in software-defined and AI-defined mobility.**
**Differentiation is increasingly shifting from hardware towards software capabilities,** many of which are being enabled by AI. Vehicles remain on the road for many years, meaning software determines adaptability, innovation speed and long-term competitiveness throughout the product lifecycle.
Modern vehicles must manage large numbers of sensors, actuators, ADAS functions and increasingly sophisticated computing platforms. Whether we are talking about EVs, hybrids or ICE vehicles, software is becoming central to how these systems operate.
**Cars remain on the road for many years, which means software has to remain maintainable and updateable throughout that lifecycle while meeting demanding safety and security requirements.**

This one should be easy, just roll out Project Gladiator – staged AI humanoid wars between the US and China, it'll be fantastic business with infinite TAM as they keep destroying each other and terrify the general public into compliance.
While we're at it, deploy fleets of humanoids and robodogs to protect every AI datacenter from "domestic terrorists" in addition to manning the ICE camps.
Revolution complete.

Mercedes Benz released their sales numbers for H1 2026 in China and the total is 210,200 which includes ICE and BEV sales.
In the same time period, NIO sold 191,123 in BEV sales ONLY, closing the gap with the total sales of Mercedes Benz and crushing them in BEV sales. With the NIO ES9, NIO achieved a record ASP of 443,000 RMB, trouncing Mercedes Benz's 375,800 RMB ASP.
This is an INCREDIBLE achievement for a domestic Chinese brand, a milestone in Chinese automobile history, and almost unthinkable just a few years ago.
Part of what makes NIO's story so interesting is its stock market action. No matter how well NIO does or achievements it makes, the market does not reward NIO commensurately. With normal stock market action, when a growth company displays dominance or leadership, grows with 60% CAGR or achieves milestones, the market valuation adjusts upwards. With NIO the market valuation has actually decreased below years ago, before the violent upward growth and domination. With the success of NIO as a company, its P/S ratio shrinks year by year and is now between 0.5-0.6 similar to a company heading for bankruptcy or stagnating in a dead industry. NIO stock price has a stickiness around $5 that is extreme and unnatural. Anti-NIO people have claimed for years that NIO market valuation is not manipulated, but one by one their explanations are proven flimsy and false. Comparatively, given the performance, growth, dominance of NIO, there is no reason for NIO to be valued lower than Li Auto and Xpeng. The only thing keeping NIO market valuation down is manipulation, the ability of market makers to artificially steal from retail using dark pools and naked short selling. Wall Street has been like a wheat thresher making sure it keeps the price just low enough that retail options expire worthless.

ICE did kill citizens, installed by orange man?

ICE was clearly the invention of the republican party. American GESTAPO.