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electric-vehicles: Archive

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.

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.

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.

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.

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.

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.

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.

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.

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.