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Every delivery number, every FSD build, every factory move, every filing. Tesla is the most-covered manufacturer on EVXL — this is the desk that watches them.

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Ford

Ford Promises Level 3 Autonomy on $30K EV While Taking $19.5 Billion in Writedowns

I’ve been tracking Ford’s EV pivot for over a year now, and today’s CES announcement is either the most ambitious course correction in automotive history or another promise the company can’t keep. Ford says it will bring Level 3 eyes-off driving to a $30,000 electric pickup truck in 2028. That’s the same company that just…

Caterham Project V Rejects Everything Modern EVs Stand For - And That's the Point
Bolt

Caterham Project V Rejects Everything Modern EVs Stand For – And That’s the Point

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…

BYD

Tesla Loses Global EV Crown to BYD While Stock Hits All-Time Highs

I’ve been tracking this collision for months, and now it’s official: the company that defined the EV revolution just lost its crown while Wall Street threw a party. Tesla’s 2025 deliveries dropped 8.6% to 1.64 million vehicles, handing BYD the title of world’s largest electric vehicle maker by a margin of more than 620,000 units.…

Tesla Faces Major Lawsuit Over Full Self-Driving Promises—Are EV Buyers Misled?
Tesla

Tesla Sales Slide Signals Buyers Are No Longer the Priority

I’ve spent a year documenting Tesla’s sales collapse across every major market, and this week’s numbers crystallize something prospective buyers need to understand: Tesla has told Wall Street it doesn’t need to sell more cars. For anyone shopping for an EV in 2026, that’s the most important signal in this entire earnings preview. Tesla is…

Morgan Stanley Downgrades Lucid, Rivian to Sell, Warns of 'EV Winter' Into 2026
Audi

Lucid’s 18-Month Cash Runway: What Buyers Need To Know About The Saudi Safety Net

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…

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech
Elon Musk

DJI Spinoff ZYT Takes on Autonomous Trucking with Drone-Derived Tech

ZYT is betting that the same computer vision approach that made DJI drones dominant can now disrupt the autonomous trucking race – and they’re targeting the same H1 2026 mass production timeline as Pony.ai, but with a fraction of the computing power. The Shenzhen-based company, formerly DJI’s autonomous driving division, announced Tuesday that it will…

Tesla Diner Hits 80,000 Burgers, Proving Supercharger-As-Destination Actually Works
Tesla

Tesla Diner Hits 80,000 Burgers, Proving Supercharger-As-Destination Actually Works

Tesla just validated its most unusual bet: turning Supercharger stops into lifestyle destinations. The company’s Hollywood Diner has now sold over 80,000 burgers since opening in July 2025, generating $1.08 million in revenue according to Tesla’s 2025 year-end recap shared by Sawyer Merritt. Here’s why this matters more than the headline suggests: Elon Musk promised…

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