MarketPulse

EV market competition

3 articles
The Motley FoolThe Motley Fool··Ryan Vanzo

Rivian's R2 Launch Tests Tesla's Grip on Mass-Market SUV Dominance

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.
TSLARIVNelectric vehiclesmarket valuation
The Motley FoolThe Motley Fool··Keith Noonan

Tesla Bets Company Future on Robotics While Core EV Business Stumbles

Tesla shifts focus to robotaxis and humanoid robots amid declining vehicle sales and earnings. Massive upside potential offset by execution risks and stretched valuation.
MSMSpAMSpEMSpFMSpI+6growth opportunityexecution risk
The Motley FoolThe Motley Fool··James Brumley

Tesla Pivots to New Growth Engines as EV Margins Compress

Tesla diversifies beyond EVs into robotaxis, robots, and solar as automotive margins compress from $10,000 to $4,000 per vehicle amid intensifying competition.
TSLABYDDYGMVWAGYautonomous vehicleselectric vehicles