EV Industry News & Market Trends
Electric vehicle industry news, market trends, and competitor analysis. From global EV sales data to new model launches from Rivian, Lucid, BYD, and legacy automakers going electric.

Tesla Set to Deliver 10 Millionth Vehicle This Quarter
Tesla is on track to hit 10 million lifetime deliveries in Q3 2026 after a record Q2. Here's what the milestone means for the company's trajectory.

Google's $94B SpaceX Stake: 5 Details That Matter
Alphabet just disclosed a $94.1B stake in SpaceX. Here are the five numbers and facts that explain what this deal really means. Read the full breakdown.

The Uber Autonomy Narrative Is Cracking — What Comes Next
Investors are rethinking whether Uber wins the self-driving race. Here's why the autonomy market narrative is shifting and what it means for Tesla owners.

Morgan Stanley Sees SpaceX Dip as a Buy Opportunity
Morgan Stanley's Adam Jonas says bearish sentiment vs. unchanged fundamentals creates an entry point for SpaceX shares. Here's what the numbers say.
NHTSA Denies Tesla Door Release Petition: 5 Key Points
NHTSA denied defect petition DP25-002 targeting Tesla Model 3 door releases — but simultaneously launched rulemaking. Here's what owners need to know.

Tesla Stock: Why Retail Investors Bought the Q2 Dip Hard
Tesla was the most purchased stock by retail investors on July 23 with $42M in net buys — even as shares fell ~15% on earnings. Here's what it means.

AT&T CEO Calls Starlink 'Very Late' — The Numbers Tell a Different Story
AT&T's CEO dismissed Starlink as a late entrant in broadband. With 12M subscribers and $15B+ projected revenue, here's what the data actually shows.

Influential Chinese Auto Creator Revises Tesla FSD Opinion
Chen Zhen, one of China's top auto creators, once ranked Tesla FSD below XPeng NGP. A U.S. World Cup trip changed his mind. Here's what that shift signals.

Musk Says FSD Delays in France Will Cost Lives
Elon Musk warns that France's regulatory hold on FSD approval has life-or-death stakes. Here's where the approval process stands and what happens next.

Tesla Posts Record Q2 2026 Deliveries: 480,126 Vehicles, 25% YoY Growth
Tesla delivered 480,126 vehicles in Q2 2026 — its best-ever second quarter and first YoY growth in two years. Here's what the numbers actually show.

Tesla Raises Model 3 Lease Prices in U.S. by Up to 15%
Tesla has hiked Model 3 lease prices across all trims, with the RWD jumping 15.2% to $379/month. Here's the full breakdown and what it means for shoppers.

Giga Berlin's 2026 Production Push: What the Numbers Mean
Tesla's Giga Berlin forecasts a major production jump in 2026. Here's what the official filing says, what the targets are, and what it means for owners. 158 chars
