Autos & EV news
Latest US Autos & EV market news, catalysts and analysis.
Volkswagen, profit warning and Euro Stoxx 50 exit deepen investor pressure
Volkswagen cut its operating-return forecast to 1% on Sept. 21, citing Porsche impairment, China weakness and restructuring costs as shares fell.
Sep 21, 2026
Bullish$TSLATesla Optimus and Musk’s robot forecast: the 8% growth test
Elon Musk’s Sept. 9 X post implies 8% annual global growth, but robot shipments and power capacity remain far below the required scale.
Sep 14, 2026
Neutral$DOOBRP Inc. (DOO) raises outlook after $0.18 quarterly loss as tariffs squeeze margins
BRP Inc. reported $2.24 billion of second-quarter revenue, up 18.5%, but lost $0.18 per share as tariffs cut margins; full-year guidance rose.
Sep 13, 2026
Bullish$GM$FGeneral Motors, $900 Million Battery Bet Targets a Domestic Supply Chain
General Motors plans sodium-ion production with Peak Energy around 2029 as China controls 80% of battery production, according to CNBC.
Sep 12, 2026
BearishVolkswagen Group, 50% fewer models by 2035 reshapes its U.S. strategy
Volkswagen Group’s Future Plan 2030 targets 50% fewer models, 50,000 job cuts and a U.S. pivot toward SUVs, pickups and rugged vehicles.
Sep 11, 2026
Neutral$FFord, $1 billion Kentucky paint shop puts U.S. manufacturing under scrutiny
Ford announced a $1 billion Kentucky Truck Plant paint shop on Sept. 10, following criticism from Transportation Secretary Sean Duffy over China ties.
Sep 11, 2026
Bearish$FFord Faces DOT Scrutiny Over CATL Battery Technology and China Ties
Ford’s 2023 CATL licensing deal draws federal concern as the automaker considers the battery technology for energy-storage systems.
Sep 9, 2026
BearishU.S. Battery Supply Chain Faces China’s Scale With Just $500 Million
U.S. battery projects worth nearly $24 billion have been canceled since January 2025 as China controls 80% of global battery-cell output.
Sep 9, 2026
Bullish$GM$FGM and Ford Push a Century-Old Rivalry Into Defense and Energy Storage
General Motors and Ford are pursuing military contracts and energy storage, but CNBC disclosed no order, backlog or investment figures.
Sep 6, 2026
Neutral$QS$GM$FQuantumScape Stock Draws Fresh Attention — What Investors Can Actually Assess
QuantumScape stock is flagged for a closer look, but the available report gives no results, price target or catalyst; investors need evidence before repricing QS.
Sep 6, 2026
Bearish$TSLATesla Stock Falls as Cybercab Launch Disappoints on Narrower Rollout
Tesla shares dropped after Cybercab’s launch appeared less expansive than investors expected, raising questions about timing, scale and execution.
Sep 5, 2026
Bullish$TSLATesla Cybercab Bull Case Hinges on Evidence CNBC’s Options Trade Omits
Tesla’s Cybercab drew a bullish options thesis from YieldMaxETFs strategist Mike Khouw, but CNBC supplied no strike, expiry or operating targets.
Sep 5, 2026
Bearish$TSLATesla Stock Drops as Cybercab Update Fails Wall Street’s Expectations
Tesla shares declined after the long-awaited Cybercab presentation underwhelmed investors, shifting attention from vision to execution evidence.
Sep 5, 2026
Neutral$FFord Super Duty Production Hits 20-Year High as August Sales Decline Again
Ford is rebuilding high-margin Super Duty output after supplier fires, but August marked the eighth straight month of year-over-year U.S. sales declines.
Sep 3, 2026
Neutral$KMX$CVNA$ANUsed Cars Under $20,000 Sell Fast as Inflation Shrinks the Bargain Pool
CNBC says the share of used cars listed below $20,000 has fallen from pre-pandemic levels, tightening the budget end of the market and reshaping dealer turnover.
Sep 2, 2026
Bullish$TM$F$GMToyota RAV4 Goes Hybrid-Only as Dealers Wait for Supply to Catch Demand
Toyota RAV4 demand is testing early production limits after Toyota made the new SUV lineup hybrid-only, per CNBC reporting.
Sep 1, 2026
Bearish$GTGoodyear (GT) Is Still Burning Cash — Can the Turnaround Outrun the Debt?
Goodyear Tire & Rubber (GT) is still trying to refinance and pay down years of debt while a turnaround plan works through cash burn.
Aug 30, 2026
Bearish$F$GM$STLAFord’s $3 Billion Canada Bet Meets 50% Tariff Risk at the Border
Ford faces investor scrutiny after MarketWatch reported its $3 billion Canadian plan is caught in new 50% U.S. levies.
Aug 25, 2026
Bearish$GM$F$STLACanada Auto Tariffs Jump to 50% on Jan. 1, 2027 — Why Autos Take the Hit
Canada auto tariffs would cover cars, trucks and auto parts at 50%, raising cost risk across North American vehicle supply chains.
Aug 24, 2026
Bullish$TSLA$F$GMHyundai Georgia Metaplant Eyes 800,000 Units — Why Capacity Is the Real Test
Hyundai Motor expansion talk puts Georgia EV and auto capacity in focus, with 800,000 units as the key scale number for investors.
Aug 23, 2026
Bullish$GMGM Cadillac Vistiq Targets 300 Miles as Cadillac Adds Another EV Test
GM's Cadillac Vistiq adds a 300-mile all-electric SUV to the brand's EV lineup, shifting investor focus to pricing, orders and margins.
Aug 22, 2026
Bearish$TSLATesla Recall Hits 3 Million China Vehicles Over Doorhandle and Monitoring Risks
Tesla China recall covers about 3 million vehicles, putting TSLA execution, service cost discipline and driver-assistance scrutiny back in focus.
Aug 22, 2026
Bullish$TSLATesla Stock Jumps on Cybercab Austin Launch and Nevada Fleet Approval
Tesla (TSLA) robotaxi plans now hinge on Cybercab execution in Austin and approval to deploy thousands of vehicles in Nevada.
Aug 22, 2026
BullishHyundai Motor Lifts Georgia Output Inside a $26 Billion U.S. Bet
Hyundai Motor says the Georgia plant expansion fits a $26 billion U.S. investment plan through 2028, but capacity details remain undisclosed.
Aug 21, 2026