Good news seems to keep rolling in for Tesla (TSLA) shareholders. After a tough few months, things are finally looking up for the company. Following signs of revival in Europe and a refocused Elon Musk, a new teaser video on the social media platform X (formerly Twitter) was posted by the company about a new product. Roadster, New Mass-Market Vehicle, or Something Else? Market chatter is that it can be one of two things. First, it is speculated that Tesla might finally be coming out with the Roadster tha ...

Tesla stock was down 0.7% in early trading at $450.11, while the S&P 500 and Dow Jones Industrial Average were flat.Shares of the EV maker gained 5.4% on Monday, partly in anticipation of the teased Oct. 7 event.Tesla shares were on fire long before a couple of cryptic tweets. Coming into Tuesday trading, Tesla stock was up 12% this year, boosted by a rally that pushed shares up 94% over the past six months. ...

Rivian made a name for itself when it unveiled one of the first electric pickup trucks, the R1T, in 2018. It followed that up with an SUV built off the same platform, the R1S, and has since built a passionate fan base around a brand that celebrates adventure and the outdoors.Now it's preparing for its next chapter with the R2, a smaller spin on the R1S SUV, and the R3, a rally-inspired hatchback."A lot of people were surprised on R3" Rivian Chief Design Officer Jeff Hammoud told CNBC. "It's not something th ...

Group 1 - Rivian Automotive and Lucid Group are two start-up electric vehicle companies that emerged during a growing EV market, but their paths to sustainable success are uncertain [1][2] - Lucid focuses on the luxury segment with high-priced models, while Rivian targets the electric pickup truck and SUV market, indicating different consumer strategies [2][4] - Lucid's high starting price for its Air sedan, over $70,000, limits its market reach, and its production expectations for 2025 are only between 18,000 and 20,000 vehicles [4][5] Group 2 - Lucid's slow ramp-up in production and sales has contributed to its stock struggles, with significant operational losses of approximately $1.5 billion in the first half of 2025 [6] - Despite current losses, Lucid has financial backing from Saudi Arabia's sovereign wealth fund and a recent $300 million investment from Uber, which will support a luxury robotaxi program [7] - Rivian appears to be better positioned for long-term survival and growth compared to Lucid [8]

Core Viewpoint - Lucid Group has experienced significant stock volatility, with shares fluctuating between $16 and $35, yet a Wall Street analyst maintains a bullish price target of $70, indicating nearly 200% potential upside for the stock [1][2] Group 1: Analyst's Perspective - Analyst Mickey Legg from Benchmark Company identifies three key factors driving his positive outlook on Lucid Group [2] - He anticipates a surge in U.S. electric vehicle sales in 2025 and 2026, despite recent deceleration in growth from 2023 to 2024, where sales increased by 46% in 2023 to 1.2 million EVs, but only 7% growth to 1.3 million in 2024 [3] - Legg emphasizes Lucid's advanced technology and integrated manufacturing capabilities, positioning the company as a technology provider rather than just a car manufacturer [4] Group 2: Strategic Partnerships and Investments - Lucid's partnership with Uber Technologies to supply 20,000 vehicles for its robotaxi division highlights the company's technological edge, with Uber investing $300 million into Lucid [5] - Saudi Arabia's significant stake in Lucid, through its sovereign wealth fund, provides crucial financing and a commitment to purchase 100,000 vehicles from 2022 to 2032, although this relationship may pose alignment challenges between Saudi goals and investor interests [6] Group 3: Challenges Ahead - Despite Lucid's technological strengths and financial backing, the absence of affordable vehicle models is expected to hinder growth [7]

Core Insights - Tesla experienced a surprising 7% increase in sales during the third quarter, attributed to consumer rush to utilize a $7,500 credit before its expiration on September 30 [1][2][3] Sales Performance - Sales rose to 497,099 vehicles in the third quarter, compared to 462,890 in the same period last year, defying analyst expectations of a slight decline to 456,000 [2][3] - This increase follows two consecutive quarters of significant sales declines, with a 13% drop in the first quarter and another 13% decline in the second quarter [6] Market Reaction - Tesla's stock rose nearly 2% to $468.52 following the sales news, reflecting investor optimism [3] - The stock had previously surged 34% in September, driven by expectations surrounding a new, cheaper version of the Model Y, which is anticipated to launch in the current quarter or early next year [4] Strategic Focus - The increase in stock price also indicates a successful shift in focus from car sales to other business aspects, including the rollout of a driverless robotaxi service and the development of Optimus robots for various applications [5] Competitive Landscape - Despite the recent sales increase, Tesla's profits fell 16% in the previous quarter, as the company continues to face market share losses to European electric vehicle manufacturers and rapidly growing Chinese competitors like BYD [7]

Market Overview - BYD maintained a dominant market share, capturing over 54% of total EV sales in September despite slashing its sales target for the year by 16% to 4.6 million deliveries due to intense price competition in the domestic market [1] - BYD delivered 393,060 units in September, marking a nearly 6% year-over-year decline, indicating the first year-on-year drop in deliveries for 2025 [2] Competitor Performance - EV startups achieved record monthly delivery numbers, with Leapmotor delivering 66,657 vehicles in September, a 97% year-on-year increase, continuing its record streak [3] - The Harmony Intelligent Mobility Alliance, backed by Huawei, set a new monthly record with 52,916 units delivered across its brands [4] - Xiaomi reached over 40,000 units in September, doubling its deliveries since January, with its YU7 model competing directly with Tesla's Model Y [5] - Xpeng delivered 41,581 units in September, a 95% year-over-year increase, marking a significant monthly growth [6] - Nio achieved 34,749 deliveries in September, recording its second consecutive month of record highs, with nearly half from its family-oriented brand [6] - Li Auto rebounded with 33,951 deliveries in September after two months of lower sales, while Zeekr delivered 18,257 units, slightly below its May record [7]

Tesla has raised lease prices for all its vehicles in the US after a $7,500 federal tax credit that helped boost electric vehicle sales expired, according to the company’s website on Wednesday.The change follows the end of tax incentives under sweeping legislation passed by Congress, which eliminated the $7,500 credit for new EV leases and purchases, as well as a $4,000 credit for used EVs, effective Sept. 30.Elon Musk’s Tesla and its rivals had been passing these credits on to customers through competitive ...

Production Strategy - Nissan plans to revive the Xterra SUV as a hybrid model [1] - The Xterra SUV will be built in Mississippi [1] - Nissan will halt plans to manufacture an electric vehicle in the US [1]

Skip to content S&P 500 6,663.40 -0.06% Dow Jones 46,311.40 -0.08% Nasdaq 100 24,633.80 +0.01% Russell 2000 2,430.05 -0.15% FTSE 100 9,348.80 +0.35% Nikkei 225 44,733.60 -0.94% Stock Market Live September 30: S&P 500 (VOO) Ascent Pauses as Investors Await Shutdown Home >Investing >Wall Street Walks Away From Ford as CEO Farley Flounders Investing Wall Street Walks Away From Ford as CEO Farley Flounders ByDouglas A. McIntyre Sep 30, 2025 Â |Â Updated 6:34 AM ET This post may contain links from our sponsors a ...