The Detroit Three are facing an auto industry increasingly affected by the rise of China as demonstrated by the planned merger of Honda and Nissan.

It's been another week, and UBS analysts are getting bullish on Honda stock amid merger rumors involving Nissan. Meanwhile, Nio is becoming competitive against Tesla, while Baird analysts have expressed doubts about Rivian.

Speculation about a potential Honda and Nissan merger began earlier this month, and the two companies confirmed the official start of talks over a business integration during a news conference on Monday. Under current proposals, a holding company would ...