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

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Jul 19
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Tesla Optimus Scores Major Win as Apple AI Engineer Defects to Humanoid Team - Morgan Stanley Analyst Calls Tesla's xAI Investment Proposal A "Testing Of The Waters" For Deeper Musk Empire Integration
Tesla

Tesla Sets November Shareholder Meeting Amid Investor Pressure and Grok AI Rollout

Tesla announced its annual shareholder meeting for November 6, responding to mounting investor concerns over governance and strategic shifts, including the integration of xAI’s Grok chatbot into its vehicles. This development comes as the electric vehicle maker navigates sales challenges and pivots toward advanced technologies, Reuters. Investor Push Prompts Meeting Date A group of 27…

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

Lucid Motors Eyes Production Ramp-Up After Q2 Delivery Shortfall

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…

Tesla Robotaxi Mishaps Spark Safety Concerns in Austin Trials
California

Tesla Faces Regulatory Delays for Robotaxi Launch in California

Tesla has not submitted applications for the necessary permits to operate driverless taxis in California, according to state regulators, even as CEO Elon Musk projects an expansion to the San Francisco Bay Area in the coming months, reports Reuters. This development highlights ongoing challenges in deploying autonomous vehicle technology amid varying state requirements. California’s Strict…

Subaru

2026 Subaru Uncharted Electric Crossover Set for Global Debut Next Week

Subaru of America plans to launch the Uncharted, a two-row electric crossover joining its U.S. lineup in 2026, with a global debut next week. This vehicle becomes the automaker’s third electric model available in the U.S., expanding options for drivers interested in all-electric adventure-ready SUVs. Subaru’s official press release emphasizes the compact crossover’s design for…

Volkswagen

Volkswagen ID.Buzz Struggles in US EV Market Due to High Costs and Design Issues

Volkswagen aimed to revive its iconic bus as the electric ID.Buzz to boost its presence in the American auto market, but high prices, production delays, and regulatory hurdles have limited its success. The vehicle, which draws on nostalgia from the 1960s counterculture era, arrived late and faced immediate challenges, including a recall that halted sales…

Michigan

Ford’s Michigan Battery Plant Secures Tax Credits, Boosting Affordable EV Production

In a last-minute reprieve, Ford Motor’s $3 billion battery factory in Marshall, Michigan, will retain federal tax credits despite a controversial budget bill, ensuring the production of cost-effective electric vehicle (EV) batteries, the carmaker announced this week. The NYT reports that Ford confirmed that tweaks to the bill’s language preserve incentives for the plant, which…

Semi

ArcBest’s Tesla Semi Pilot Signals Bright Future for Class 8 Electric Trucks

On July 9, 2025, ArcBest, a leading logistics provider, announced the successful completion of a pilot program testing a Tesla Semi in over-the-road freight operations, marking a significant step toward integrating Class 8 electric trucks into mainstream logistics. Conducted through its less-than-truckload carrier, ABF Freight, the pilot underscores ArcBest’s commitment to sustainable freight solu

Tesla’s German Sales Collapse 55% While BYD Surges in 2025
Bolt

LG Energy Solution’s Q2 2025 Profit Surges 152% on EV Battery Demand

South Korea’s LG Energy Solution (LGES), a leading supplier of electric vehicle (EV) batteries for giants like Tesla and General Motors, reported a remarkable 152% increase in its second-quarter operating profit for 2025, reaching 492 billion won ($360.94 million), according to Reuters. This surge, driven by heightened demand for EV batteries and strategic U.S. tax…

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