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GM challenges Tesla's dominance with strong EV sales, efficient China restructuring, and rare earth joint ventures boosting its outlook despite a recent earnings dip.
Tesla beat Q3 revenue expectations driven by expiring U.S. subsidies and 7% delivery growth, but rising costs and reliance on autonomy ambitions temper enthusiasm.
GM posted record Q3 U.S. EV sales, surpassing Ford and remaining second to Tesla; analysts raised targets and highlighted cheap valuation and strong unit growth, aided by a rush before the $7,500 fed…