Lucid EV Deliveries Beat Expectations Despite Industry Headwinds
Lucid Group reports Q4 2025 deliveries of 5,345 vehicles, surpassing estimates as new Gravity SUV helps offset expired tax credits and weakening demand for premium EVs.
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Tesla Sales Drop 8.6% as BYD Takes Global EV Lead
Tesla's 2025 vehicle deliveries fell to 1.64M units, losing ground to BYD's 2.26M EVs. Fourth-quarter sales dropped 16% amid tax credit loss and rising competition.
Rivian's 2025 EV Deliveries Drop 18% Amid Slowing Demand for Premium Electric Vehicles
Rivian delivered 42,247 EVs in 2025, down 18% year-over-year, missing analyst expectations as the company prepares to launch its affordable R2 SUV in 2026.
Tesla Cybertruck Battery Supplier Slashes Contract by 99%
South Korean battery supplier L&F cuts Tesla Cybertruck contract from $2.67B to just $7K due to production delays and weak demand for the electric pickup truck.
Tesla Tests Driverless Robotaxis as Stock Surges, Uber and Lyft Drop
Tesla begins testing fully autonomous Robotaxis in Austin without safety drivers, boosting its stock while competitors Uber and Lyft decline.
Tesla Stock Hits All-Time High as AI Hype Overshadows EV Struggles
Tesla shares rally to record highs driven by AI and robotics promises, despite weakening EV sales and valuation concerns from analysts warning of bubble territory.