Haye Kesteloo is the Editor in Chief and Founder of EVXL.co, where he covers all electric vehicle-related news, covering brands such as Tesla, Ford, GM, BMW, Nissan and others. He fulfills a similar role at the drone news site DroneXL.co. Haye can be reached at haye @ evxl.co or @hayekesteloo.
Tesla faces a $43.9 billion shift in free cash flow expectations, yet its stock remains resilient at 178x forward earnings. We break down the Q1 2026 delivery miss, the $20 billion AI capex cycle, and why the valuation disconnect is reaching a breaking point.
Tesla has pushed Full Self-Driving (Supervised) v14.3 to owners via an over-the-air update, shipping inside software version 2026.2.9.6. The release notes, published on NotATeslaApp and flagged by Tesla reporter Sawyer Merritt on X, is one of the larger FSD point releases in recent memory. The headline change is a ground-up rewrite of the AI compiler…
Tesla registrations in Germany more than quadrupled in March 2026 compared to a year earlier, according to data published Tuesday by Germany’s federal road traffic authority, the KBA (Kraftfahrt-Bundesamt). Reuters reported (paywalled; KBA monthly registration data available at kba.de) that newly registered Tesla vehicles jumped 315.1% year-on-year to 9,252 units in March. For context: that…
The Rivian R2 earned a 335-mile EPA rating, beating Rivian's own estimate. But the 144 MPGe efficiency claim and 210 kW peak charging rate both deserve scrutiny.
JP Morgan analyst Ryan Brinkman is reiterating his Sell rating on Tesla (TSLA) with a $145 price target, implying roughly 60% downside from the stock’s current trading level near $367. The call, circulated Monday in a research note flagged by Yahoo Finance anchor Brian Sozzi on X, lands four days after Tesla reported Q1 2026…
The national average price of gasoline in the United States crossed $4 per gallon on March 31, 2026, according to AAA data reported by CNBC, up 35% from $2.98 the day before the Iran war began on February 28. Diesel climbed to $5.45 per gallon, a 45% rise. Across the Atlantic, British drivers hit even…
Lucid Motors will enter the UK market in 2027, bringing the Lucid Cosmos midsize SUV as its first right-hand drive product, Autocar reported on April 3 following an interview with Lucid European president Lawrence Hamilton. The Cosmos will launch ahead of a second model called the Earth, an off-road-focused derivative planned for 2028. Neither the…
Lucid delivered 3,093 vehicles in Q1 2026, far below what’s needed to hit its 25,000–27,000 vehicle annual target. A Gravity seat defect caused a 29-day halt, but the guidance math was already tight.
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