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electric-vehicles: Archive

Andrew Rocco

Why Tesla's Q4 Sales May Dissappoint-And Why the Stock Doesn't Care

With expectations for Tesla's Q4 sales reset meaningfully lower, the risk-reward now hinges less on the headline delivery number and more on how investors interpret the future.

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Rimmi Singhi

Ford Scales Back EV Push & Lifts EBIT View: Is F Stock a Buy Now?

Ford pulls back on big EV bets, pivots to hybrids and smaller EVs, and raises 2025 EBIT outlook. However, hefty charges and risks cloud the stock's appeal.

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Rimmi Singhi

How QuantumScape's 2025 Milestones Set the Stage for 2026

QS stock's 2025 rally is backed by Cobra manufacturing gains, Volkswagen funding, first customer billings, B1 samples and pilot-line progress.

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Rimmi Singhi

Tesla Starts Driverless Robotaxi Tests: Time to Bet on TSLA Stock?

Tesla tests fully driverless robotaxis in Austin, a key autonomy milestone, but EV slowdown, valuation risks and fierce competition cloud the stock's outlook.

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Zacks Equity Research

Can Tesla's New Discounts on Model Y Help Boost Q4 Deliveries?

TSLA's year-end discounts, free upgrades and 0% financing aim to lift Model Y demand as the company works to clear inventory and sustain momentum.

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Rimmi Singhi

Rivian Post Autonomy & AI Day: Is the Stock Worth Buying Now?

RIVN highlights new autonomy chips, LiDAR plans and an AI assistant as it eyes long-term gains despite cash burn and trimmed guidance.

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Rimmi Singhi

Will Ford's Leaner EV Approach Give It a Stronger Foothold in Europe?

Ford's tie-up with Renault aims to revive its Europe EV push with affordable models built on Ampere tech and produced in France.

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Ethan Feller

Tesla is Back: Why the Stock Could Be a Top Winner in 2026

Tesla stock has bounced back after a marked slowdown in its core business. But sales have reaccelerated and many of its 'moonshot' projects are finally coming to fruition.

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Rimmi Singhi

QS Narrows 2025 Loss Outlook: What's Driving the Improvement?

QS trims its 2025 loss outlook as tighter cost controls, early monetization and Cobra progress strengthen its path toward commercialization.

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Lavina Shahu

3 Domestic Auto Stocks to Consider Amid Upbeat Demand Outlook

Affordable EVs, new tax incentives and rising tariffs set the stage for renewed momentum across key domestic names like GM, PII and BLBD.

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Rimmi Singhi

Investment Case for LCID Amid Autonomy Push and Financial Woes

Lucid's robotaxi work with Uber/Nuro and NVIDIA tie-up push autonomy to the forefront, but margins, cash burn and tariffs make us bearish on the stock.

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Andrew Rocco

Tesla's New Bull Case: FSD, Brand Recovery, & China Strength

After a turbulent stretch, the pieces are finally aligning for Tesla. With unsupervised FSD nearing launch, brand trust recovering, and renewed China demand, Tesla enters 2026 with momentum.

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Aparajita Dutta

Morgan Stanley Downgrades Tesla: Should You Revisit Your EV ETF Portfolio?

Tesla's downgrade and shrinking EV share spotlight the value of diversification as EV ETFs like KARS offer broader, steadier exposure amid market shifts.

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Zacks Equity Research

Will Ford's Renault Alliance Help Counter Rising Chinese EV Rivals?

F teams up with Renault to build low-cost EVs and vans in Europe, aiming to regain ground as Chinese rivals intensify competition.

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Rimmi Singhi

Gravity, Atlas and Cash Runway Shape Lucid's Next Phase

Gravity SUV mix, Atlas efficiency and extended liquidity frame Lucid's setup, while margins and tariffs keep the near-term risk/reward balanced.

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Rimmi Singhi

Will Eagle Line Bring QuantumScape Closer to Mass Production?

QS hits a major milestone as core equipment for its Eagle Line is fully installed, moving closer to scaled solid-state battery production.

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Rimmi Singhi

Can Tesla Robotaxis Get Fully Driverless by the End of 2025?

TSLA's CEO Musk says safety monitors could soon be gone from its Austin robotaxis, pushing toward fully driverless rides.

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Zacks Equity Research

How Will Rivian Compete While Avoiding Hybrid or EREV Models?

RIVN doubles down on pure EVs, betting upcoming R2 and R3 models can compete head-to-head with hybrids without using engines.

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Zacks Equity Research

How Is Rivian Balancing Efficiency With Its Push Toward R2?

RIVN sharpens cost discipline while advancing autonomous tech and ramping toward its R2 launch next year.

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Shaun Pruitt

Bull of the Day: General Motors (GM)

Soaring +40% year to date, the days of GM's "boring" stock performance are in the past, as several catalysts are working in the automaker's favor right now.

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Lavina Shahu

What Does the Orion Assembly Pivot Mean for General Motors' EV Plans?

GM pivots its Orion plant back to gas models and restructures EV operations as shifting demand and regulations reshape its strategy.

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Lavina Shahu

What's Behind Ford's Recall of Nearly 109K Escape Vehicles?

F recalls nearly 109K Escape vehicles after issues with liftgate hinge covers resurface, prompting inspections and fixes across multiple model years.

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