Investors·2025-10-02 16:09Group 1 - Tesla achieved record deliveries of 497,099 electric vehicles (EVs) in Q3, driven by expiring tax credits [1][4] - Rivian Automotive reported production of 10,720 vehicles and deliveries of 13,201 in Q3, exceeding analyst expectations of 12,000 deliveries [1] - Rivian narrowed its full-year delivery forecast, indicating potential challenges ahead [1] Group 2 - Tesla's strong Q3 performance contrasts with its stock decline, reflecting market reactions to broader economic concerns [4] - Rivian's stock experienced a significant drop following its delivery report, highlighting investor sensitivity to delivery forecasts [1][4] - Competitors in the EV market, such as XPeng, Xiaomi, and Nio, reported record sales in China, while BYD and Li Auto lagged behind [4]