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…
Michael Burry, the legendary investor who predicted the 2008 housing crash, has publicly declared war on Tesla’s valuation. In a scathing post on his new Substack newsletter “Cassandra Unchained,” Burry called the electric vehicle maker “ridiculously overvalued” and took direct…
Tesla has just done something no automaker has ever done in Norway: sold more cars in a single year than any manufacturer in the country’s history, and there’s still a month left to go. We’ve been tracking Tesla’s rollercoaster year…
Chinese premium EV maker Zeekr officially began sales in Germany on Monday, bringing three electric models priced from €37,990 ($44,065) to the doorstep of BMW, Mercedes, and Volkswagen. We’ve been tracking China’s EV invasion of Europe for years, and this…
We’ve been tracking Tesla’s talent struggles all year, and this weekend’s announcement flips the script entirely. Yilun Chen, who spent nearly four years building Apple’s robotics and autonomous systems capabilities, has joined Tesla’s Optimus AI team, calling humanoid robots “the…
A new Tesla Megapack battery energy storage system has gone live in Sapporo, Japan, marking another expansion of the company’s utility-scale energy business at a time when its automotive division faces mounting pressure. Manoa Energy announced today the start of…
Tesla’s new car sales in Spain fell 8.75% in November compared to the same month last year, registering just 1,523 vehicles, according to data released Monday by industry group ANFAC. The decline comes as the broader Spanish electrified vehicle market…
Tesla is rolling out a free 40-day trial of its Full Self-Driving (Supervised) V14 software to approximately 1.5 million HW4-equipped vehicles across North America. The trial, which began November 29, 2025, expires January 8, 2026, covering the entire holiday travel…
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…
BYD just announced its third major recall of 2025, and the pattern is becoming impossible to ignore. China’s market regulator confirmed Friday that BYD will immediately recall 88,981 Qin PLUS DM-i plug-in hybrids over battery pack quality issues. The affected…
BMW’s all-electric coupe-SUV future just came into focus. Prototypes of the new iX4 have been spotted testing for the first time, revealing a sleek, range-topping electric crossover that could deliver more than 500 miles on a single charge, according to…
DJI’s Amflow brand just dropped its first-ever promotional pricing on the award-winning PL Carbon electric mountain bikes, and the timing couldn’t be better for Black Friday shoppers. The sale, running from November 28 through December 23, takes up to $1,600…
We’ve been warning for months that China’s EV “miracle” was built on unsustainable foundations. This week, Bloomberg delivered the receipts. Chinese EV stocks are in freefall after a brutal Q3 earnings season exposed what we’ve been documenting all year: the…
We’ve been tracking the bidirectional charging space closely, and Polestar just made a significant move that deserves attention. The Swedish-Chinese automaker announced a partnership with Canadian startup Dcbel to bring vehicle-to-home (V2H) capability to Polestar 3 owners in California, making…
Germany just made it official. Chancellor Friedrich Merz confirmed today that he’s sending a letter to European Commission President Ursula von der Leyen demanding that Brussels allow plug-in hybrids and “highly efficient” combustion engines to be sold beyond the 2035…
Tesla’s top China executive publicly defended the company’s deep ties to Chinese suppliers on Wednesday, directly contradicting reports that the automaker is systematically removing China-made components from its American factories. Grace Tao, Tesla’s vice president of external affairs in China,…
The founders of Harbinger Motors have watched EV startups collapse from the inside. Now FedEx is betting they learned the right lessons. Harbinger Motors, a medium-duty electric truck chassis maker led by veterans of failed EV companies Faraday Future, Canoo,…
Tesla faces sales pressure in all three of the world’s biggest car markets simultaneously, with European registrations plunging 48.5% in October while industry-wide EV sales jumped 26%. The collapse comes as CEO Elon Musk has spent much of 2025 focused…
Tesla’s India launch is off to a dismal start. The company has sold just over 100 Model Y units since deliveries began in September, and its new pitch to Indian buyers is that they can recover one-third of the $67,000…
Europe’s embattled carmakers are hoping for regulatory relief when Brussels unveils an auto sector package on December 10, which could water down an effective ban on new combustion engines initially slated for 2035. The continent’s automakers from Volkswagen to Renault…
Volkswagen just admitted what we’ve been reporting for years: German engineering can’t keep up with China’s EV pace. The automaker completed its €2.5 billion ($2.9 billion) test center in Hefei on Tuesday, claiming it can now slash development costs by…
The world’s largest Tesla Supercharger is now fully operational in Lost Hills, California, delivering 164 charging stalls powered almost entirely by the sun. Tesla confirmed the completion of its “Oasis” Supercharger station via X, marking a major infrastructure milestone just…
Hyundai Motor Group has officially dethroned Volkswagen as the world’s second-most profitable automaker, CEO José Muñoz declared at a high-performance vehicle launch in France, widening the gap between the surging Korean conglomerate and Europe’s largest automaker now hemorrhaging cash. The…
Plug-in hybrids have officially buried diesel in Europe’s powertrain hierarchy. For the first time in automotive history, PHEVs outsold diesel vehicles across the continent through October 2025, according to data from the European Automobile Manufacturers’ Association. The milestone marks another…
NIO just reversed four consecutive quarters of widening losses, posting its smallest quarterly deficit since 2022 as record vehicle deliveries and aggressive cost-cutting show the Chinese EV maker may finally be finding its footing in an industry where most competitors…
Tata Motors predicts India will reach EV-gasoline price parity by 2030, but the company is watching its market share get sliced in half as Tesla, VinFast, and Chinese competitors pile into one of the world’s last remaining growth markets, Bloomberg…
Rivian CEO RJ Scaringe isn’t backing down from Tesla. He’s coming for its customers. In a wide-ranging interview with The Atlanta Journal-Constitution, Scaringe laid out an aggressive vision for his company’s future, declaring that Tesla’s dominant market position proves the…
BMW is weighing the addition of range-extending engines to some of its vehicles in China, including the X5 SUV and 7-Series sedan, according to people familiar with the matter. The move would make BMW the first German automaker to embrace…
A four-year-old startup with only two vehicles just embarrassed the entire luxury EV establishment. U.S. News & World Report named Lucid Motors the Best Luxury Electric Vehicle Brand for 2025, ranking the American upstart above Tesla, Porsche, BMW, and Rivian.…
Tesla claimed victory on European Full Self-Driving approval. The regulator in charge says that never happened and wants Tesla fans to stop flooding its customer service lines with thank-you messages. The public contradiction exposes an unconventional pressure campaign that one…
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