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News, deep dives, and analysis — every United States story, newest first.

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Sep 2
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Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of 'EV Winter' Into 2026
Lucid

Lucid Q4 2025: Revenue and Production Guidance Both Beat Analyst Expectations — So Why Did the Stock Drop 6%?

Three beats, one brutal miss, and a stock that fell anyway. Lucid Group (NASDAQ: LCID) reported Q4 2025 results today that cleared the bar on revenue, beat FactSet’s production guidance consensus for 2026, and delivered its eighth consecutive quarter of record deliveries. The market’s response: shares dropped 6.4% to $9.33 in after-hours trading. That tells…

Tesla’s Robotaxi Pilot Sparks Optimism with $475 Stock Target Boost
Tesla

Tesla’s Austin Robotaxis Crash Every 57,000 Miles, and Musk Just Removed the Safety Monitors

The first Tesla robotaxi crash in Austin happened just weeks after the service launched. The most recent batch of five happened in a single month. In between, the pattern stayed consistent: federal data shows Tesla’s autonomous fleet is hitting things at a rate that would get a teenage driver’s insurance canceled. Bloomberg’s Kara Carlson reported…

Tesla's Major Recall Over 2 Million Vehicles for Autopilot Safety Upgrade Model 3 Performance
Model Y

Tesla’s Door Handle Crisis Hits Congress: SAFE Exit Act Clears First Vote as Death Toll Mounts

Six months of covering Tesla’s door handle safety crisis. Six EVXL articles documenting trapped children, fatal crashes, and a design flaw Elon Musk insisted on despite engineer objections. On Tuesday, Congress finally moved, Bloomberg reports. The House Committee on Energy and Commerce forwarded the Securing Accessible Functional Emergency Exit Act, or SAFE Exit Act, to the…

Ford F-150 Lightning Outpaces Tesla Cybertruck in Q1 2025 EV Pickup Race
Ford

Detroit’s $53 Billion EV Retreat Surprises No One Who Was Paying Attention

Three months after the federal EV tax credit expired, a collector car fintech CEO told WardsAuto what we’ve been reporting since last summer: legacy automakers bet billions on government subsidies instead of building EVs people would buy without them. The combined damage now totals $53 billion across Ford, GM, and Stellantis. The write-downs keep getting…

BYD

BYD Sues the US Government Over Tariffs, But the Real Target Is the American Car Market

China’s largest automaker just filed the first tariff lawsuit by a Chinese car company against the United States government. The legal argument is about import duties on bus parts and batteries. The strategic play is about something bigger. BYD’s four American subsidiaries filed suit at the US Court of International Trade on January 26, arguing…

Tesla's Grünheide Battery Promise Returns: Real Investment or PR Rescue?
Tesla

Tesla Board Member Kimbal Musk Linked to Epstein’s ‘Girls’ in DOJ Emails, Adding to Governance Crisis

The emails between Kimbal Musk and convicted sex offender Jeffrey Epstein read like something no publicly traded company’s board member should have in their history. Bloomberg reported today that newly released DOJ documents show the longtime Tesla director was connected with at least two women through Epstein, years after Epstein pleaded guilty to sex crimes…

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