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Ultium, Silverado EV, Equinox EV and the Cruise aftermath — General Motors’ electric line, covered.

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Public EV Charging Has More Chargers Than Ever. The Experience Is Still a Mess.

A 320-mile road trip to Ohio in a BMW iX xDrive40 reminded Axios reporter Joann Muller of something the growing charger count doesn’t fix: actually using a public fast charger in 2026 is still a test of patience, physical stamina, and app tolerance. Her report, published April 8, is a useful reality check on where…

Tesla Q3 Earnings: Record Deliveries Hide Looming Post-Tax Credit Reality
Tesla

Tesla’s Free Cash Flow Collapsed $44 Billion. The Stock Went Up.

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

JP Morgan Sees Tesla Stock Falling 60% as Q1 Delivery Miss Exposes Valuation Gap

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…

Xpeng Ignites Share Surge with Affordable EV
Tesla

40% of U.S. Consumers Want Chinese EVs. The Government Won’t Let Them Buy One.

A Reuters report published today describes the widening gap between what American EV shoppers want and what U.S. trade policy allows them to buy. With the average new car now costing $49,191 according to Kelley Blue Book — and hitting a record $50,326 in December — a growing share of buyers is eyeing Chinese models…

BYD Denza Z9GT Claims World's Longest EV Range at 1,036 Km, But CLTC Numbers Need Context
China

Western Automakers’ EV Retreat Hands China a Structural Advantage That Gets Harder to Reverse Every Quarter

The Guardian’s Saturday analysis frames what’s happening in Western auto boardrooms with unusual bluntness: pulling back from electric vehicles while oil prices spike over the Iran war is, as one former industry chief puts it, a “profound strategic mistake.” The historical parallel is Detroit in the 1980s, when Japanese competitors ate the American industry’s lunch…

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