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Tesla

Every EVXL story tagged “Tesla” — newest first.

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

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…

Ford F-150 Lightning Outpaces Tesla Cybertruck in Q1 2025 EV Pickup Race
Ford

Detroit’s $53 Billion EV Retreat Surprises No One Who Was Paying Attention

Three months after the federal EV tax credit expired, a collector car fintech CEO told WardsAuto what we’ve been reporting since last summer: legacy automakers bet billions on government subsidies instead of building EVs people would buy without them. The combined damage now totals $53 billion across Ford, GM, and Stellantis. The write-downs keep getting…

BYD

BYD Sues the US Government Over Tariffs, But the Real Target Is the American Car Market

China’s largest automaker just filed the first tariff lawsuit by a Chinese car company against the United States government. The legal argument is about import duties on bus parts and batteries. The strategic play is about something bigger. BYD’s four American subsidiaries filed suit at the US Court of International Trade on January 26, arguing…

Tesla's Model Y: The Electric Powerhouse Conquering China
BYD

Tesla vs. UNECE: New UN Autonomous Driving Rules Help Everyone, Including China’s BYD and Xpeng

The UN just adopted a draft global regulation for self-driving cars. Tesla fans are celebrating. They probably shouldn’t be, at least not yet. The UNECE regulation replaces prescriptive rules with outcome-based validation The new regulation, adopted by the GRVA at its 24th session in Geneva on January 19-23, 2026, establishes uniform safety provisions for vehicles…

Lucid Motors Smashes Delivery Records in Q3 2024, Faces Production Hurdles
GM

GM Poaches Lucid’s Strategy Chief, Replacing a Tesla Exec Who Lasted Two Years

General Motors has a pattern now. When the last EV startup executive didn’t work out, the solution is to hire the next one. Claudia Gast, most recently Senior Vice President of Strategy and Business Development at Lucid Motors, will join GM on March 1 as deputy chief financial officer and vice president of strategy, corporate…

Jeep's Electrifying Success in Europe: Avenger EV Surges with Over 40,000 Reservations
Ford

Stellantis Takes $26 Billion Hit to Abandon EV Strategy, Following Ford and GM in Detroit’s $53 Billion Retreat

Six months ago, when we first reported on Stellantis shuttering factories to dodge EU emission fines, the company’s Europe chief called electrification targets “unreachable.” On Friday morning, the bill for that failed strategy arrived: €22.2 billion ($26 billion) in charges, a suspended dividend, and a 28% stock crash that wiped out billions in market value…

BYD Recalls Nearly 97,000 EVs Over Potential Fire Risk
BYD

BYD Outsold Tesla by 620,000 EVs in 2025, and the Gap Is Still Growing

The final 2025 scorecard is brutal for Tesla. BYD sold 2.26 million battery-electric vehicles last year. Tesla delivered 1.64 million. That’s a 620,000-unit gap that grew every quarter, and it happened while BYD was locked out of the world’s second-largest auto market entirely. The damage extends far beyond the headline numbers. In the countries where…

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