Stock Movers NIO, Vertiv Rise; RH Moves Higher on Tariffs
Jan 2, 2026
The discussion kicks off with a look at NIO's impressive 33% rise in deliveries for December, fueled by supportive policies in China. RH sees its shares surge after Donald Trump's tariff delays on furniture, boosting investor confidence. Barclays upgrades Vertiv, citing a favorable entry point amid recent volatility. The conversation also touches on curious prediction markets, including one on the return of Christ, showcasing the intriguing world of odd bets and market behaviors.
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Chinese EV Momentum Reaccelerates
- NIO's December deliveries rose 33% month-over-month, highlighting renewed momentum for Chinese EV makers.
- Beijing's continued support for trade-in programs and broader fiscal spending underpin that demand boost.
Tariff Delay Sends RH Higher
- RH jumped nearly double digits after President Donald Trump delayed tariffs on furniture, pushing the stock above its 200-day moving average.
- Isabelle Lee also mentions visiting an RH rooftop in Chelsea with a restaurant to illustrate the brand's lifestyle reach.
Vertiv Seen As Catch-Up Opportunity
- Barclays upgraded Vertiv to overweight, saying the recent volatility creates a good entry point for the power equipment maker.
- The upgrade frames Vertiv as ripe for catch-up versus AI-linked peers like GE Vernova and Envent Electric.