Autos & EV news
Latest US Autos & EV market news, catalysts and analysis.
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 19, 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 17, 2026
Bullish$CVNA$STLA$KMXCarvana (CVNA) Moves Into New-Car Sales With Stellantis Franchises — What It Means for Auto Retail
Carvana has acquired seven new-vehicle franchises selling Stellantis' Jeep, Ram, Dodge and Chrysler brands, signaling a push beyond used cars that could pressure traditional dealers.
Jun 17, 2026
Neutral$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