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

Lucid’s Q2 2025 Deliveries Climb 38% but Fall Short of Expectations Amid EV Market Shifts

On July 2, 2025, Lucid Group, Inc. reported a 38% increase in second-quarter vehicle deliveries, reaching 3,309 electric vehicles (EVs), up from 2,394 in Q2 2024. However, the figures missed Wall Street’s expectations of 3,611 units, reflecting challenges in the luxury EV market as economic pressures push consumers toward cheaper hybrids and gas-powered cars, according…

Tesla

Tesla’s Q2 2025 Deliveries Drop 14%, Yet Stock Rises on Better-Than-Expected Results

Tesla’s second-quarter 2025 deliveries declined by 14% compared to last year, but the numbers proved less severe than anticipated, boosting the company’s stock price. According to a post on X by Sawyer Merritt on July 2, 2025, Tesla delivered 384,122 vehicles, including 373,728 Model 3 and Model Y units, and 10,394 other models like the…

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

Tesla Model Y Drives Sales Surge in Norway and Spain Amid European Challenges

In June 2025, Tesla’s revamped Model Y sparked a significant sales boost in Norway and Spain, signaling strong demand for the updated electric SUV despite broader market struggles. According to Reuters, Tesla’s registrations in these countries surged, driven by the Model Y’s appeal, even as the company faces competition and backlash over CEO Elon Musk’s…

Trump’s “Big Beautiful Bill” Sparks Outrage Over EV Tax Credit Cuts
Elon Musk

Trump’s “Big Beautiful Bill” Sparks Outrage Over EV Tax Credit Cuts

The U.S. Senate narrowly passed the “Big Beautiful Bill” on July 1, 2025, a sweeping legislative package championed by former President Donald Trump, sending it to the House for final approval. This 940-page bill, which includes a $5 trillion federal debt ceiling increase and cuts to entitlement programs, has ignited controversy among electric vehicle (EV)…

Tesla

Trump Threatens Tesla Subsidies, Musk Dares to “Cut It All” Amid EV Tax Credit Clash

On July 1, 2025, U.S. President Donald Trump escalated tensions with Tesla CEO Elon Musk, threatening to review federal subsidies for Musk’s companies, including Tesla’s electric vehicle (EV) incentives, via the Department of Government Efficiency (DOGE). This follows Musk’s sharp criticism of Trump’s $3.3 trillion tax and spending bill, which eliminates the $7,500 EV tax…

Tesla Faces Q2 Delivery Shortfall but Retains Deutsche Bank’s Buy Rating
Tesla

Tesla Faces Q2 Delivery Shortfall but Retains Deutsche Bank’s Buy Rating

Tesla is projected to miss second-quarter delivery expectations, with Deutsche Bank forecasting 355,000 vehicles delivered against a consensus of over 380,000, according to Investing.com. Despite this, the bank maintains its Buy rating and $345.00 price target, citing Tesla’s long-term potential in the electric vehicle (EV) sector. This article explores the delivery outlook, regional trends, and…

Roadster

Tesla’s 15-Year IPO Anniversary: From Roadster to $1 Trillion Valuation

On June 29, 2010, Tesla debuted on the Nasdaq with its electric Roadster, a two-seat sportscar offering a 236-mile range, marking the start of a transformative journey. Fifteen years later, Tesla’s stock has surged nearly 300-fold, turning a $10,000 investment into nearly $3 million, while the company’s market cap now exceeds $1 trillion, making it…

Tesla Faces Q2 Delivery Shortfall but Retains Deutsche Bank’s Buy Rating
Tesla

Tesla Braces for 10% Q2 2025 Delivery Dip Amid Musk Controversy

Tesla is poised to report a 10% year-over-year drop in second-quarter vehicle deliveries, with analysts projecting around 400,000 units by June 2025, down from 440,000 last year, according to Visible Alpha estimates. The electric vehicle (EV) leader faces headwinds from consumer pushback against CEO Elon Musk’s political ties, but analysts reportedly hint at a potential…

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