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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…

Lucid Is Coming To The UK In 2027 — But Only With The Cosmos, Not The Air Or Gravity
Lucid

Lucid Is Coming To The UK In 2027 — But Only With The Cosmos, Not The Air Or Gravity

Lucid Motors will enter the UK market in 2027, bringing the Lucid Cosmos midsize SUV as its first right-hand drive product, Autocar reported on April 3 following an interview with Lucid European president Lawrence Hamilton. The Cosmos will launch ahead of a second model called the Earth, an off-road-focused derivative planned for 2028. Neither the…

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
Ford

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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