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I’ve been tracking Rivian’s post-tax credit reality for months, and the Q4 numbers confirm exactly what we predicted: without $7,500 in federal subsidies propping up demand, Rivian can’t move R1s off the lot. But here’s what makes this story different from the typical “deliveries miss” coverage: Wall Street is now in open warfare over whether…
TD Cowen has maintained its Buy rating on Tesla stock with a $509 price target after analysts took three RoboTaxi rides covering nearly 40 miles in Austin. We have been tracking Tesla’s autonomous ambitions since the June launch, and this marks one of the first instances of Wall Street analysts conducting hands-on due diligence in…
The 60-day grace period is over, and California Highway Patrol officers are ready to write tickets. We’ve been tracking the systematic rollback of EV incentives for months, and Monday marks another painful milestone. Starting December 1, 2025, California’s 500,000-plus electric vehicle owners who enjoyed solo access to carpool lanes will face $490 minimum fines if…
Lucid Motors slashed its 2025 production forecast to 18,000 vehicles on Wednesday, marking the second consecutive cut in three months as the Saudi-backed luxury EV maker struggles with supply chain disruptions and collapsing post-tax-credit demand. Interim CEO Marc Winterhoff told Reuters the company would hit the lower end of its August guidance range of 18,000-20,000…
Picture this, EV fans: Your next ride could be a driverless Tesla zipping through Brooklyn – and it’s happening faster than you think, with Tesla’s explosive expansion to nine cities! Tesla has expanded its Robotaxi testing to nine cities nationwide, posting jobs for Vehicle Operators to support Autopilot data collection with safety drivers behind the…
Picture this: Your next Dallas commute in a silent, self-driving Jaguar EV. Waymo’s partnership-fueled launch next year promises just that, challenging Tesla’s bold moves. Waymo, Alphabet’s autonomous vehicle unit, announced plans to introduce its driverless ride-hailing service in Dallas next year, marking a key step in its accelerated U.S. expansion while electric vehicle giant Tesla…
Elon Musk just promised robotaxis for half the US by year’s end, but California’s regulators aren’t buying it—here’s what EV owners need to know. Tesla CEO Elon Musk outlined ambitious plans for robotaxi deployment during the company’s recent earnings call, but significant regulatory obstacles and falling electric vehicle sales cast doubt on the timeline. This…
Lucid Motors delivered fewer vehicles than expected in the second quarter of 2025, but analysts at Benchmark maintain a positive outlook on the company’s growth trajectory. This confidence stems from a recent meeting with Lucid’s CFO and strong production figures, signaling potential for scaled operations ahead. Q2 Production and Delivery Performance Lucid produced 3,863 vehicles…
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