EV Stocks

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EV Stocks

Rivian deliveries rise 46% YoY to 19,248 vehicles in Q3 2026, reaffirms 65,000-70,000 FY guidance

Oct 2, 2026

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1 min read

Rivian deliveries rise 46% YoY to 19,248 vehicles in Q3 2026, reaffirms 65,000-70,000 FY guidance

The R2 ramp is starting to show up in the numbers.

Simon Alvarez

EV Stocks

Saudi Prince Al Waleed discloses 5% stake in Lucid Motors

Jul 30, 2026

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2 min read

Saudi Prince Al Waleed discloses 5% stake in Lucid Motors

The Arabian Warren Buffett clearly liked the LCID discount.

Simon Alvarez

Terafab

Tesla capex spend hits record $5.8 billion in Q2: AI compute, chip fab, solar manufacturing

Jul 23, 2026

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3 min read

Tesla capex spend hits record $5.8 billion in Q2: AI compute, chip fab, solar manufacturing

This is where the missing profit margins went.

Jaan Juurikas

EV Stocks

Tesla Q2 2026 earnings deck recap: record $28.2B revenue, Robotaxi and Semi push

Jul 22, 2026

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5 min read

Tesla Q2 2026 earnings deck recap: record $28.2B revenue, Robotaxi and Semi push

Tesla has never brought in this much money, or spent it this fast.

Jaan Juurikas

EV Stocks

Lucid CEO Silvio Napoli doubles down on Chapter 11 denial, sends cease-and-desist letter

Jul 15, 2026

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1 min read

Lucid CEO Silvio Napoli doubles down on Chapter 11 denial, sends cease-and-desist letter

Lucid isn't letting this rumor slide.

Simon Alvarez

EV Stocks

Lucid reportedly hires turnaround and restructuring firm AlixPartners

Jul 9, 2026

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2 min read

Lucid reportedly hires turnaround and restructuring firm AlixPartners

GM, Kmart, and Enron once needed this firm. Now, apparently, so does Lucid.

Simon Alvarez

Volkswagen Group

Volkswagen overtakes Amazon as top Rivian top shareholder: Here's a look at RIVN's biggest investors

Jul 6, 2026

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2 min read

Volkswagen overtakes Amazon as top Rivian top shareholder: Here's a look at RIVN's biggest investors

Amazon backed Rivian into existence, but VW just bought its way to the head of the table.

Simon Alvarez

EV Stocks

Lucid misses Q2 delivery estimates with 3,953 vehicles, names new CFO in leadership overhaul

Jul 2, 2026

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2 min read

Lucid misses Q2 delivery estimates with 3,953 vehicles, names new CFO in leadership overhaul

Silvio Napoli is rebuilding Lucid's C-suite from scratch.

Simon Alvarez

EV Stocks

Rivian raises 2026 delivery forecast to 65,000-70,000 after Q2 beat

Jul 2, 2026

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2 min read

Rivian raises 2026 delivery forecast to 65,000-70,000 after Q2 beat

The R2 effect is showing up in Rivian's guidance now.

Simon Alvarez

EV Stocks

Tesla delivers 480,126 vehicles in Q2 2026, blows past consensus by 74,000

Jul 2, 2026

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2 min read

Tesla delivers 480,126 vehicles in Q2 2026, blows past consensus by 74,000

So much for the 406K consensus.

Simon Alvarez

IPO-news

Solid-state battery maker Factorial lists on Nasdaq at ~$1.3 billion value

Jun 10, 2026

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2 min read

Solid-state battery maker Factorial lists on Nasdaq at ~$1.3 billion value

Wall Street gets to bet on solid-state batteries before they reach your next EV.

Simon Alvarez

EV Stocks

FULL TRANSCRIPT: Tesla (TSLA) Q1 2026 earnings call

Apr 23, 2026

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27 min read

FULL TRANSCRIPT: Tesla (TSLA) Q1 2026 earnings call

This is everything that was discussed in Tesla's first quarter 2026 earnings call.

Simon Alvarez

EV Stocks

Tesla (TSLA) Q1 2026 earnings: Revenue hits $22.4B as margins jump to 21.1%

Apr 22, 2026

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4 min read

Tesla (TSLA) Q1 2026 earnings: Revenue hits $22.4B as margins jump to 21.1%

Cash remains strong as well.

Simon Alvarez

EV Stocks

Tesla Q1 2026 deliveries reach 358k as production tops 408k

Apr 2, 2026

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3 min read

Tesla Q1 2026 deliveries reach 358k as production tops 408k

Analysts expected Tesla to deliver 365,000 vehicles.

Simon Alvarez

Tesla Energy

Tesla delivered 384,122 EVs in Q2, -13% from last year, yet less down than expected.

Jul 2, 2025

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3 min read

Tesla delivered 384,122 EVs in Q2, -13% from last year, yet less down than expected.

Tesla Energy deployment keeps breaking records.

Jaan Juurikas

IPO-news

Colorado: Envoy luxury EV car-share launches at Snowmass resorts

Jun 11, 2025

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3 min read

Colorado: Envoy luxury EV car-share launches at Snowmass resorts

Guests can now book two Tesla Model Ys and a 2025 Rivian R1S directly from the Envoy app while staying slopeside.

Jaan Juurikas

EV Stocks

CATL will list on the Hong Kong Stock Exchange on May 20th, aims to raise over $4 billion

May 14, 2025

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2 min read

CATL will list on the Hong Kong Stock Exchange on May 20th, aims to raise over $4 billion

See the full 626-page prospectus here.

Jaan Juurikas

EV Stocks

Geely will unlist Zeekr $ZK from NYSE to consolidate at $6.5B valuation

May 9, 2025

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2 min read

Geely will unlist Zeekr $ZK from NYSE to consolidate at $6.5B valuation

made an offer to acquire it and merge it with its Geely business listed on Hong Kong exchange

Jaan Juurikas

EV Stocks

Rivian deliveries rise 46% YoY to 19,248 vehicles in Q3 2026, reaffirms 65,000-70,000 FY guidance

Saudi Prince Al Waleed discloses 5% stake in Lucid Motors

Tesla capex spend hits record $5.8 billion in Q2: AI compute, chip fab, solar manufacturing

Tesla Q2 2026 earnings deck recap: record $28.2B revenue, Robotaxi and Semi push

Lucid CEO Silvio Napoli doubles down on Chapter 11 denial, sends cease-and-desist letter

Lucid reportedly hires turnaround and restructuring firm AlixPartners

Volkswagen overtakes Amazon as top Rivian top shareholder: Here's a look at RIVN's biggest investors

Lucid misses Q2 delivery estimates with 3,953 vehicles, names new CFO in leadership overhaul

Rivian raises 2026 delivery forecast to 65,000-70,000 after Q2 beat

Tesla delivers 480,126 vehicles in Q2 2026, blows past consensus by 74,000

Solid-state battery maker Factorial lists on Nasdaq at ~$1.3 billion value

FULL TRANSCRIPT: Tesla (TSLA) Q1 2026 earnings call

Tesla (TSLA) Q1 2026 earnings: Revenue hits $22.4B as margins jump to 21.1%

Tesla Q1 2026 deliveries reach 358k as production tops 408k

Tesla delivered 384,122 EVs in Q2, -13% from last year, yet less down than expected.

Colorado: Envoy luxury EV car-share launches at Snowmass resorts

CATL will list on the Hong Kong Stock Exchange on May 20th, aims to raise over $4 billion

Geely will unlist Zeekr $ZK from NYSE to consolidate at $6.5B valuation

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