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Goldman Sachs reported Tesla's Cybercab could undercut rivals like Waymo by 30 cents per mile. Meanwhile, Elon Musk denied Autopilot involvement in a fatal New York crash, and NTSB released prelimina…
Concerns arise over potential U.S. entry of Chinese EV makers amid severe China auto overcapacity. While tariffs currently shield the domestic market, massive Chinese competition poses long-term risk…
Jaguar Land Rover will cut 4,000 jobs over two years to achieve £1.7 billion in savings, citing stiff Chinese EV competition and heavy U.S. tariffs. British manufacturing sites will bear the brunt of…
Ford plans to launch the Fathom EV pickup in 2027 priced at $28,350, targeting 100,000 annual sales. The move intensifies competition against Tesla's Cybertruck, which has underperformed initial targ…
Tesla faces speculation over spinning off China operations to enable a SpaceX merger, denied by Musk. Weak Q2 margins, negative free cash flow, and sky-high valuation keep investors cautious despite …
Toyota plans 10.5M vehicle output by 2027, driven by rising hybrid demand and multi-pathway strategy, alongside record Q1 profit and raised FY2027 guidance despite mixed global sales.
Lucid Group reported weak Q2 results with deep losses despite revenue growth, launching a $1.4B cost-cutting turnaround under new CEO Napoli, including layoffs, production cuts, and liquidity extensi…
Rivian stock fell 12.3% in July after issuing 75M new shares to raise $1.2B, raising dilution concerns despite improved Q2 gross profit and 2026 delivery guidance amid tough EV market conditions.
GM and Ford are rapidly closing the EV gap with Tesla, improving margins and cash flow. GM's disciplined restructuring outperforms Ford's, while Tesla's core auto business faces rising competitive pr…
Tesla's China wholesale sales rose 37.85% YoY in July, driven by exports, but domestic demand fell for a fifth straight quarter as BYD and Leapmotor gained ground. Musk denied WSJ report on splitting…
Rivian reported Q2 gross profit of $170 million, beating Wall Street's $71 million estimate, driven by successful R2 rollout. Stock rose on the news, signaling increased EV competition.
Jefferies upgraded Ford and GM to Buy, citing improved outlook, while cutting Stellantis. Ford shares rose 2.4% in early trading, signaling renewed investor confidence in traditional automakers over …
Article compares Archer Aviation (ACHR) and Ford Motor (F) as 2026 investment picks, favoring Ford for value despite Archer's eVTOL growth potential. Ford faces competition from Tesla and GM in EV ma…
Tesla's Q2 EPS missed estimates ($0.33 vs $0.50) despite revenue beat, as per-vehicle revenue fell and production costs rose. Rising competition from BYD, especially in Europe, signals eroding pricin…
Tesla shares plunged 14.5% after Q2 earnings missed estimates, with margin pressure, negative free cash flow, and heavy AI/robotics spending. Analysts cut price targets amid EV pricing competition an…
Volkswagen deepens partnership with China's Horizon Robotics to accelerate Level 3/4 autonomous driving tech, aiming to boost competitiveness against Chinese EV rivals and expand exports beyond China.
General Motors raised its full-year guidance after strong Q2 2026 results, signaling robust demand and profitability in its core vehicle segments and improved execution across its global brand portfo…
Tesla heads into Q2 earnings with record deliveries (up 25% YoY) but margin concerns. Wells Fargo maintains underweight rating with $130 target, implying 67% downside. Valuation at 360x earnings pric…
Tesla trades at stretched 346x P/E despite YTD underperformance. Margin quality concerns, rising capex, fading regulatory credits, and low prediction-market odds for Optimus/Robotaxi scaling suggest …
Tesla's stretched 346 P/E clashes with a 15% YTD decline, one-time margin gains, surging capex, and low prediction-market odds for Optimus/Robotaxi scaling, raising downside risk ahead of Q2 earnings.