LKQ led the group with a nearly 4% jump while Nvidia was the lone loser, pulling back after a strong run this year.
Data via Yahoo Finance
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Two separate signals this week point to where ADAS calibration demand and EV repair complexity are heading. One is an approval win. The other is a data shift that's already changing what shops are seeing in the bay.
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1. Rivian approves Hunter ADAS; Mitchell data shows EV claim shift
Rivian approved Hunter's Ultimate ADAS alignment and calibration system for its full vehicle lineup. Same week, Mitchell's Q1 2026 EV report flagged a shift in electric vehicle claim trends introducing new challenges for insurers and repairers. OEM equipment approvals are expanding. The vehicles those systems will calibrate are arriving with different damage patterns and repair sequences than shops trained on gas vehicles are accustomed to handling.