electric vehicles

Lucid's stock has collapsed 98% to under $10 as production struggles (18,378 units vs Tesla's 1.65M) and profitability remains elusive despite acclaimed technology.

AST SpaceMobile surged to $85 from $2.01 on satellite success, but valuations are stretched. Analysts highlight Nio and Joby as undervalued alternatives with near-term catalysts.

Rosen Law Firm files class action against $STLA for allegedly misleading investors on EV strategy and earnings growth between February 2025 and February 2026.

Caterpillar acquires Monarch Tractor to accelerate autonomous agriculture capabilities and compete with Deere & Co. in rapidly evolving farm equipment sector.

Qingtao Energy, a Tsinghua University spinoff, files for Hong Kong IPO with strong revenue growth but widening losses amid solid-state battery commercialization challenges.

BYD faces domestic headwinds with seven consecutive monthly declines but surges overseas with 65% export growth, raising 2026 forecast to 1.5M vehicles.

Rivian and Lucid, both down 70-80% from IPO, represent divergent turnaround strategies. Analysts favor Rivian's higher-volume R2 launch targeting 62,000-67,000 2026 deliveries versus Lucid's 25,000-27,000 projection.

Casstime, Bosch-backed automotive aftermarket platform, seeks Hong Kong IPO amid EV boom but grapples with 400M yuan losses despite 930M yuan revenue.

Peter Thiel's hedge fund exits Tesla and Microsoft stakes as Wall Street analysts maintain bullish outlooks, citing attractive valuations despite near-term sector challenges.

CoreWeave secures major AI deals with Meta and Anthropic while Tesla's China sales slip 16% year-over-year amid rising competition.

Tesla down 30% from December peak, dragging EV peers like Rivian. Both stocks present potential buying opportunities amid growth catalysts and sector volatility.

Ford returns to China profitability in 2024 by shifting from struggling domestic sales to becoming a low-cost export hub, with exports surging 60% to 170,000 vehicles.

$TSLA trades at a 316 P/E ratio after a 2,000% decade-long surge. Questions loom whether robotics potential justifies the valuation as automotive deliveries decline and revenue falls 10%.

Bank of America and Morgan Stanley analysts boost Tesla robotaxi outlook, with $460 price target citing cost advantages in $150B market opportunity.

Tesla shifts strategic focus to robotics, AI, and energy as core EV sales slow. Company bets high-margin businesses can offset weakening automotive demand.

Electricity demand set to surge 55% by 2040 due to EVs, AI, and electrification, transforming utilities into growth stocks. Vanguard's ETF offers 0.09% costs and 2.5% yield.

$TSLA China retail sales fell 16.2% YoY in Q1 despite 529% export surge, with 50,000+ unsold vehicles globally marking a record surplus.

BYD surpasses Tesla as world's top EV seller with attractive valuation and strong growth prospects. Tesla pivots toward AI and robotaxis amid slowing core EV business, making BYD the less speculative five-year choice.

Nio reports first quarterly profit and 98.3% delivery growth, but faces Chinese EV market slowdown and rising costs ahead of June earnings.

Chinese EV maker $NIO trades below 2018 IPO price despite growth prospects, but heavy cash burn and 15.5x debt-to-equity ratio pose risks.