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Every delivery number, every FSD build, every factory move, every filing. Tesla is the most-covered manufacturer on EVXL — this is the desk that watches them.

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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 Model Y Reclaims Europe’s Top Spot Despite Sales Drop As BYD Seal U Explodes 833%
Canada

Canada’s Chinese EV Gamble Puts Detroit’s Canadian Plants on the Chopping Block

The same auto industry lobby that represents GM, Stellantis, and Ford in Canada just told Prime Minister Mark Carney his Chinese EV deal is making an already brutal US trade negotiation worse. Brian Kingston, President and CEO of the Canadian Vehicle Manufacturers’ Association (CVMA), made the comments at the Canadian International Auto Show in Toronto…

Rivian Bets $9.5 Million on Round Rock Service Center as R2 Launch Looms
R2

Rivian Q4 Earnings Beat Wall Street As R2 Delivery Guidance Stuns Analysts

The last time Rivian beat earnings expectations, in November 2025, October EV sales were already in freefall. The stock popped, the headlines cheered, and then reality showed up in the form of a 31% Q4 delivery plunge. Today’s Q4 report reads differently. Not because the backward-looking numbers are pretty, but because the forward-looking guidance just…

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…

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