EV demand

Rivian stock fell 8.41% May 1 despite beating Q1 revenue expectations and raising delivery volumes 20% year-over-year, as cash burn concerns overshadow operational progress.

Tesla's earnings reveal strong EV demand and FSD growth, but robotaxi rollout lags expectations with heavy capex plans ahead.

Trump administration warns China on AI theft while Big Tech faces political pressure over AI development. Mixed earnings reported; Tesla sales decline sharply in California.

GM CEO Mary Barra earned $29.9M in 2025 as the company's stock nearly tripled, outpacing Ford CEO Jim Farley's $27.5M despite Ford achieving only 64% of earnings targets and recording 153 vehicle recalls.

Tesla reports Q1 earnings amid concerns over lacking new vehicle models and a 57% capex surge without clear revenue growth visibility.

Tesla reports Q1 2026 earnings April 22 amid EV demand collapse and AI pivot debate, with stock down 20% from December despite recent 15% rally.

Tesla shares tumble 30% from December peaks amid weak deliveries and fading AI narrative, with analyst downgrades warning of further downside risk.

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.

Magnificent Seven tech stocks diverge sharply in 2026, with Nvidia dominant while Microsoft, Tesla, Apple, Amazon, and Meta stumble on diverging fundamentals and weak demand.

Tesla slashes Cybertruck price to $59,990 for 10 days to gauge demand amid a 49% sales decline, using response to set permanent pricing strategy.

ACK Asset Management invests $40M in Rogers Corporation, acquiring 5% stake. Investment targets engineered materials supplier positioned in EV and wireless infrastructure growth.