Air, Gravity, Sapphire and the KAEC ramp — Lucid coverage with the range-efficiency lens it deserves.
Three beats, one brutal miss, and a stock that fell anyway. Lucid Group (NASDAQ: LCID) reported Q4 2025 results today that cleared the bar on revenue, beat FactSet’s production guidance consensus for 2026, and delivered its eighth consecutive quarter of record deliveries. The market’s response: shares dropped 6.4% to $9.33 in after-hours trading. That tells…
General Motors has a pattern now. When the last EV startup executive didn’t work out, the solution is to hire the next one. Claudia Gast, most recently Senior Vice President of Strategy and Business Development at Lucid Motors, will join GM on March 1 as deputy chief financial officer and vice president of strategy, corporate…
Every Tesla on the road today has two batteries. The big one moves the car. The small one opens the doors. When that small battery dies in a crash, you’re locked inside. Samuel Tremblett found that out at 1:04 a.m. on October 29, on a dark stretch of Route 138 in Easton, Massachusetts. The 20-year-old’s…
Cox Automotive’s Q4 2025 Kelley Blue Book EV Sales Report landed this morning, and while the headline numbers look familiar, the underlying story is anything but. Tesla’s Model Y and Model 3 still dominate the top two positions, but the real drama unfolds when you compare the first nine months of 2025 to Q4. The…
After a million people watched Jason Fenske document his frustrating Lucid Air ownership experience, Lucid didn’t just apologize. They gave the Engineering Explained host an insider preview of their entire 2026 recovery plan. The reveal includes UX 3.0, a complete user interface overhaul coming in early fall 2026, plus vehicle-to-home backup power that doesn’t require…
I’ve been covering electric sports car announcements for years, and they all sound the same: massive battery, blistering charging speed, tablet-sized touchscreen, skateboard platform. Caterham’s Project V, which just made its U.S. debut at CES in Las Vegas, deliberately ignores every item on that checklist. “We don’t really care about charging time. We care about…
I’ve been tracking Rivian’s post-tax credit reality for months, and the Q4 numbers confirm exactly what we predicted: without $7,500 in federal subsidies propping up demand, Rivian can’t move R1s off the lot. But here’s what makes this story different from the typical “deliveries miss” coverage: Wall Street is now in open warfare over whether…
I’ve been tracking Lucid’s financial situation all year, and a Motley Fool analysis this week crystallized what prospective buyers need to understand: the company that makes arguably the best-engineered electric vehicles on the road has roughly 18 months of confirmed cash runway. For investors, that’s a risk/reward calculation. For someone about to spend $79,900 on…
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