Lucid (LCID) and Rivian (RIVN) Stocks Jump as Oil Rises but Tesla (TSLA) Stock Lags

Core Viewpoint - Lucid and Rivian stocks have surged due to rising oil prices, while Tesla's stock lags behind due to regulatory issues and competition from BYD [1][2] Group 1: Stock Performance - Lucid (LCID) stock trades at $10.48, down 0.09% year-to-date (YTD) [1] - Rivian (RIVN) stock trades at $15.94, down 19.15% YTD but up 40.37% over the past year, with a reported Q4 profit of $120 million [1] - Tesla (TSLA) stock trades at $399.20, down 11.23% YTD [1] Group 2: Oil Price Impact - WTI crude oil is trading at approximately $86 per barrel, influenced by geopolitical tensions in the Middle East [1] - Rising oil prices typically benefit electric vehicle (EV) stocks as higher gas prices make EVs more attractive [1] Group 3: Company-Specific Challenges - Lucid Group's Q4 2025 revenue was $522.73 million, but the cost of revenue was $944.64 million, leading to a significant cash burn with free cash flow at -$1.24 billion [1] - Rivian has achieved its first full year of positive gross profit, with Q4 2025 gross profit at $120 million and a 109% year-over-year increase in software and services revenue [1] - Tesla is facing a federal investigation into its Full Self-Driving (FSD) system, which is impacting investor sentiment [2] Group 4: Competitive Landscape - BYD has filed paperwork to import EVs to Canada, increasing its competitive presence in North America [2] - Tesla's competitive threat from BYD is heightened by BYD's new flash-charging battery technology [2]