electric vehicles

Trump's Canada ambassador Pete Hoekstra says Chinese electric vehicles won't enter the U.S. market, citing data privacy and security risks despite potential Canada tariff deals.

Workhorse secures 100-van order from Purolator, doubling fleet, as W56 electric van gains commercial traction despite stock's 86.78% annual decline.

BYD surpassed Tesla in 2025 EV production with 2.26M vehicles versus Tesla's 1.64M. Tesla pivots to robotics strategy over direct EV competition, but 175x forward earnings valuation assumes flawless execution of risky Optimus strategy.

Gene Munster expects Tesla's Q1 delivery report to reveal post-tax credit EV demand trends. Legacy automakers scaling back EV investments leaves Tesla with limited U.S. competition.

U.S. EV sales plunged 28% in Q1 2026, but Tesla captured over 50% market share despite the sector-wide collapse, signaling strong competitive advantages.

Solid Power pursues solid-state battery breakthrough with existing manufacturing compatibility, but faces pre-revenue status and significant 2025 losses.

Tesla and Rivian offer divergent EV strategies: Rivian pursues niche autonomous robotaxis while Tesla leverages scale toward humanoid robotics. Market caps of $1.4T vs. $19B reflect fundamentally different investment theses.

Uber invests $1.25B in Rivian, orders 50,000 autonomous R2 vehicles by 2031. Rivian delays profitability target to fund robotaxi development.

Micro partners with AMFI and CEiiA to industrialize electric micro-vehicles in Turin, combining consumer Microlino and commercial BEN platforms.

Rivian stock down 91% since 2021 shows potential turnarounds via R2 SUV launch, software partnerships, and oil prices—but significant execution and profitability risks remain.

LOBO Technologies prices $2M public offering of 3.9M units at $0.51 each, with proceeds for EV development and working capital.

Ford's $5B EV push targets 2027 profitability after $14.5B three-year losses, but Tesla's autonomous driving vision and existing cost competitiveness pose formidable barriers.

Leapmotor turned profitable in 2025 with 596,555 deliveries, but razor-thin margins and debt surge raise sustainability questions amid intense EV competition.

GM discontinues affordable Chevy Bolt EV revival due to eliminated federal tax credits, new tariffs, and emissions policy changes under Trump administration.

Global automotive logistics market to grow from $282.9B in 2025 to $386.9B by 2031, driven by EV demand and supply chain digitization.

Tesla faces competition from scaled-up EV makers like Rivian while Ford and GM retreat from electric vehicles amid demand slowdown.

Rivian's 2026 R2 SUV at $45,000 could challenge Tesla's Model Y dominance by 2029, though production scaling remains a critical execution risk.

Rivian launches R2 SUV next month to challenge Tesla's Model Y, which drives over 70% of Tesla's sales. Both companies may coexist as Tesla pivots toward AI and autonomous vehicles.

EV sector offers 25% annual growth through 2030, but VinFast's $11B in losses since 2021 warns investors against indiscriminately buying EV stocks without evaluating company fundamentals.

General Motors becomes second-largest U.S. EV seller with strong growth, but Tesla's valuation rests on energy storage, robotaxis, and humanoid robots beyond vehicle sales.