Tariffs, tax credits, mandates and regulators — the rules that shape the EV market.
European car sales jumped 10.7% in September 2025, driven by a plug-in hybrid explosion that signals automakers are choosing profitable hybrids over money-losing pure electric vehicles to meet emissions targets. But the real story lies beneath the headline numbers: Tesla’s sales dropped 10.5% while Chinese rival BYD surged 398%, according to data released Tuesday by…
A groundbreaking study from Yale University economists has quantified for the first time how CEO Elon Musk’s partisan political activities directly damaged Tesla’s U.S. sales. The National Bureau of Economic Research working paper concludes Tesla would have sold between 1 million and 1.26 million additional vehicles from October 2022 through April 2025 without what researchers…
Morgan Stanley’s Adam Jonas suggested Tesla’s shareholder proposal to invest in xAI represents strategic exploration rather than commitment, maintaining his bullish stance on the EV maker with an $800 price target ahead of the November 6 vote. Morgan Stanley analyst Adam Jonas issued a new investor note today framing Tesla’s upcoming shareholder vote on investing…
Tesla Board Chair Robyn Denholm issued an urgent warning to shareholders today: approve Elon Musk’s nearly $1 trillion compensation package by November 5th, or risk losing him as CEO and watching Tesla collapse from AI/robotics pioneer into “just another car company.” The stark two-page letter, posted by Sawyer Merritt on X, frames the upcoming shareholder…
Porsche announced its third U.S. price increase in recent months and confirmed production of the gas-powered Macan SUV will end in mid-2026, yet shares of the German luxury automaker jumped more than 4% Monday as Wall Street reacted positively to new financial guidance suggesting the worst may finally be over. The developments cap a brutal…
The National Highway Traffic Safety Administration is seeking information from Tesla about its newly released “Mad Max” Full Self-Driving mode after drivers reported on social media that vehicles using the aggressive setting routinely exceed posted speed limits. The inquiry comes as NHTSA investigates 2.9 million Tesla vehicles equipped with FSD following 58 reports of traffic…
Tesla has quietly implemented a customer-friendly policy that automatically extends active subscriptions and free trials when vehicles are in service for more than one business day, according to NotATeslaApp.com. The policy ensures owners don’t pay for features they can’t use while their car sits in a service center, eliminating a longstanding frustration for customers paying…
Tesla has issued a recall for every Cybertruck built to date—all 63,619 units—due to front parking lights that shine brighter than federal regulations allow, according to documents filed with the National Highway Traffic Safety Administration. The company discovered the issue internally on October 1, 2025, and deployed a software fix just nine days later, showcasing…
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