Autos & EV news
Latest US Autos & EV market news, catalysts and analysis.
Uber (UBER) Bets $500M on Robotaxis as Tesla, Waymo Duel — A Capital-Light Play at Risk
Uber is writing $500M checks to lock in robotaxi supply while Tesla and Waymo build the cars. What the asset-light bet means for UBER, TSLA and GOOGL investors.
Jun 25, 2026
Neutral$AMZN$GOOGL$TSLAAmazon (AMZN) Zoox Robotaxi Redesign Signals Push to Paid Rides vs Waymo, Tesla
Amazon's Zoox unveils a redesigned robotaxi as it readies new-market expansion and paid rides, sharpening the autonomous-vehicle race with Waymo, Tesla and Uber.
Jun 24, 2026
Bullish$TM$GM$FToyota Closes In on GM in 2026 U.S. Sales Forecast as Hybrid Bet Pays Off
Toyota's hybrid-heavy lineup is narrowing GM's U.S. sales lead as EV adoption disappoints. What the shift means for TM, GM, F and EV suppliers.
Jun 24, 2026
Neutral$TSLA$GM$FMusk vs. Khanna DOGE Clash: Why TSLA Investors Should Watch the Political Tail Risk
Rep. Ro Khanna's debate challenge to Elon Musk over DOGE cuts spotlights a recurring TSLA risk: a CEO whose political profile increasingly shapes the brand and the stock.
Jun 23, 2026
Bullish$LI$NIO$XPEVChina's EV Truck Push Echoes Its Car Playbook: What It Means for BYD, NIO, LI
Beijing extends its new-energy vehicle blueprint from passenger cars to electric trucks, a policy channel that favors Chinese commercial-EV and battery makers like BYD, with risks for legacy diesel.
Jun 23, 2026
Bearish$TSLA$MBLY$GOOGLTesla (TSLA) Faces Federal Probe After Model 3 Crash Kills 76-Year-Old in Texas
A new federal probe into a fatal Tesla Model 3 crash tied to partially automated driving renews regulatory and liability risk around TSLA's FSD-driven robotaxi thesis.
Jun 22, 2026
Bearish$LCID$RIVN$TSLALucid (LCID) Cuts 18% of U.S. Staff, COO Winterhoff Exits: What It Signals for EV Investors
Lucid lays off ~18% of its U.S. workforce and loses COO Marc Winterhoff in a cost-savings push. Here is what the move means for LCID cash burn, EV demand, and risk.
Jun 22, 2026
Neutral$VFS$TSLA$RIVNVinFast (VFS) Penny Stock Spotlight: What EV Investors Should Weigh Before Chasing the Upside
VinFast (VFS) lands on a penny-stock watchlist for explosive growth potential. Here is the analyst case, the cash-burn risk, and concrete checkpoints for EV investors.
Jun 22, 2026
Neutral$TSLAMark Cuban on Stock-Market Wealth: What Musk's Equity Fortune Means for TSLA Investors
Mark Cuban frames billionaire wealth as a stock-market phenomenon and warns its forced removal would trigger a historic depression — here is the investor read on equity-concentrated fortunes like Tesla's.
Jun 22, 2026
Neutral$AEVA$OUST$INVZAeva Technologies (AEVA): What FMCW Lidar Bulls and Bears Should Weigh Now
An analyst breakdown of Aeva Technologies (AEVA) — how its FMCW 4D lidar tech, automotive and industrial demand, and cash runway shape the bull-versus-bear case for investors.
Jun 21, 2026
Bearish$TSLA$NVDA$MSFTTesla (TSLA) Dropped From the 'Magnificent Seven' by T. Rowe Price's David Giroux — What It Signals
T. Rowe Price's David Giroux boots Tesla from his Magnificent Seven, says Big Tech isn't a bubble, and points to value in healthcare and utilities. What it means for TSLA and rotation.
Jun 20, 2026
Bullish$UBER$LCID$INTCUber, Lucid (LCID) Push Robotaxis Into Houston; Intel (INTC) Maps Next Chip Moves
Uber and Lucid expand autonomous-vehicle ambitions in Houston while Intel signals fresh chip moves — what it means for UBER, LCID and INTC investors.
Jun 20, 2026
Bullish$TM$SONY$HMCYen Slides Past 161 Toward 40-Year Low: Intervention Risk and the Exporter Trade (TM, SONY, MUFG)
The yen hit 161.80 vs the dollar, its weakest since July 2024 and near a 40-year low, reviving BOJ intervention bets. What a softer yen means for Japanese exporters and US importers.
Jun 19, 2026
Neutral$TSLATesla (TSLA) AI Bet: Why Capex, Not Hype, Is the Real Progress Signal
Oppenheimer says watching how Tesla spends its cash is the clearest read on its AI push. Here is what TSLA investors should track in capex, FSD and robotaxi.
Jun 19, 2026
Bearish$GOOGL$TSLA$UBERWaymo Recalls ~3,900 Robotaxis Over Software Flaw: What It Means for Alphabet (GOOGL) and the AV Race
Waymo recalled about 3,900 robotaxis after units entered freeway construction zones. Here's what the software fix means for Alphabet GOOGL, Tesla, Uber and AV stocks.
Jun 18, 2026
Bullish$TM$HMC$SONYJapan May Exports Hit Fastest Pace Since 2022 on Chip, Auto Demand: TM, HMC, SONY in Focus
Japan's May exports grew at the fastest pace since November 2022, beating estimates as semiconductor and auto demand surged — a read-through for Toyota, Honda and the global chip cycle.
Jun 17, 2026
Bullish$MBLY$INTC$GOOGLMobileye (MBLY) Targets 2027 U.S. Robotaxi Launch, Shifting From Supplier to Operator
Mobileye plans to run its own robotaxi service in the U.S. by 2027, moving beyond chips into operations and squaring up against Waymo and Tesla.
Jun 16, 2026
Bullish$CVNA$STLA$KMXCarvana (CVNA) Moves Into New-Car Sales With Stellantis Franchises — What It Means for Auto Retail
Carvana has acquired seven new-vehicle franchises selling Stellantis' Jeep, Ram, Dodge and Chrysler brands, signaling a push beyond used cars that could pressure traditional dealers.
Jun 16, 2026
Neutral$TSLATesla (TSLA) vs SpaceX: The Battle to Be Elon Musk's Most Valuable Company
Tesla and SpaceX are competing to be Elon Musk's most valuable company, reshaping how investors value his public auto empire against his private space venture.
Jun 14, 2026