Elon Musk's Tesla Posts Best Quarter in Two Years

Tesla delivered 480,126 vehicles in Q2 2026, exceeding expectations and marking its strongest quarter in two years with 25% year-over-year growth. However, the rebound was partly driven by discounting, and the company faces ongoing competition from BYD, Rivian, and legacy automakers. Tesla's long-term growth potential depends on diversification into energy storage, robotics, and autonomous driving, though much of this growth is already priced into its $1.5 trillion valuation.

07/14/2026, 5:33 PM • The Motley Fool

Global Electric Vehicle Market to Reach US$2.74 Trillion in 2026 as Charging and Battery Investment Accelerates

The global EV market is projected to reach US$2.74 trillion in 2026, growing at 9.0% annually, driven by regulatory changes, charging infrastructure investment, and battery supply-chain development. Chinese automakers are intensifying international competition, while battery sourcing and regional manufacturing become strategic priorities. Major players are forming strategic alliances to compete on affordable EVs, software capabilities, and charging networks.

07/14/2026, 12:00 PM • GlobeNewswire

[Latest] Global Lithium-Ion Battery Market Size/Share Worth USD 468.5 Billion by 2035 at a 21.2% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth Rate, Value, SWOT Analysis)

The global lithium-ion battery market is valued at USD 68.5 billion in 2025 and is expected to grow to USD 468.5 billion by 2035, driven by increasing adoption of energy storage systems, renewable energy infrastructure investments, and government policies supporting clean energy transitions. Key growth factors include rising electric vehicle demand, smart grid deployment, and declining battery costs.

07/09/2026, 11:30 PM • GlobeNewswire

Tesla Stock Sank 7% Despite Record Deliveries

Tesla's stock fell 7% following record Q2 deliveries of 480,126 vehicles, a 25% year-over-year increase. The market reaction reveals investors now value Tesla primarily for its autonomous driving and robotics ventures rather than vehicle sales. A robotaxi expansion to Miami subsequently lifted shares by a similar amount, signaling that progress on Cybercab, robotaxi expansion, and Optimus humanoid robot development matters more to investors than delivery records.

07/08/2026, 4:05 PM • The Motley Fool

Tesla, BYD, or Rivian: Which Stock Currently Has the EV Crown?

While BYD leads in EV production volume with 4.6 million vehicles sold in 2025 and Rivian shows improvement with its first full-year gross profit, Tesla maintains the strongest position due to its diversified ecosystem including energy storage, charging infrastructure, autonomous driving, and AI capabilities. Tesla's financial strength with $44 billion in cash and continued profitability gives it more flexibility than competitors still burning cash.

07/03/2026, 3:05 AM • The Motley Fool

BYD Achieved a New Record and It's About to Go on the Offensive

BYD set a record with over 160,000 new energy vehicle sales overseas in May and is preparing to launch eight new vehicles across three brands at the Goodwood Festival of Speed in July. Despite strong international progress and the upcoming Great Tang SUV launch in Europe, BYD's stock has declined 40% over the past year due to domestic Chinese market struggles and industry price wars, presenting a potential investment opportunity as the company positions itself for global expansion.

07/02/2026, 11:29 AM • The Motley Fool

3 EV Stocks To Buy This Month

The article recommends three EV stocks as buying opportunities: Rivian, expected to boost deliveries with its cheaper R2 SUV; BYD, which surpassed Tesla as the world's largest EV maker with strong growth prospects; and Joby Aviation, developing electric aircraft with major backing from Toyota, Delta, and Uber, pending FAA certification.

06/29/2026, 1:02 PM • The Motley Fool

日本のASSB開発とサプライチェーン構築が加速、政府補助金は6億6,000万ドル (約1,057億円) に到達 (トレンドフォース調べ)

Japan's government has significantly expanded support for next-generation battery technologies, allocating $660 million in subsidies to develop all-solid-state batteries (ASSB) and advance the supply chain. Major automakers like Toyota, Honda, and Nissan are building pilot production lines targeting 2030 commercialization. However, Japan faces competitive challenges from Chinese LFP battery makers and international competitors like Samsung SDI, which are advancing rapidly in solid-state battery development.

06/25/2026, 9:44 PM • GlobeNewswire

Japan Accelerates Development of ASSBs and Supply Chain Buildout, with Government Subsidies Reaching $660 Million, Says TrendForce

Japan's government has approved five major ASSB projects with $660 million in subsidies as of Q1 2026, aiming for commercialization by 2030. Major automakers Toyota, Honda, and Nissan have established pilot production lines. However, Japan faces competition from Chinese LFP battery manufacturers and other countries investing in solid-state battery technology.

06/25/2026, 12:34 AM • GlobeNewswire

EVs Are Big Winners of the Iran War—Just Not American Ones

The Iran war has driven oil prices higher and accelerated global EV adoption, particularly outside North America. While American oil and gas production reached record levels, non-U.S. EV markets are booming, with China leading at 12.9 million units sold in 2025. Chinese EV makers like BYD have surpassed Tesla in sales, though their stock valuations differ significantly. The global EV market is forecast to reach $12.6 trillion by 2030 with a 26.7% annual growth rate.

06/24/2026, 1:04 PM • Investing

Global Times: China has all the necessary ingredients working together to guarantee success

Former European Commission chief economist Rudy Aernoudt praises China's 15th Five-Year Plan (2026-2030) for its ability to align stakeholders toward shared goals and drive innovation. He highlights China's success in EVs, batteries, and solar panels, and emphasizes the importance of long-term planning for resilience in uncertain times. Aernoudt advocates for China-EU cooperation and notes that industrial ecosystems like Shenzhen's offer lessons for Europe's innovation challenges.

06/23/2026, 3:58 PM • GlobeNewswire

Should You Buy Tesla Stock Before July 2?

Tesla's EV sales declined in 2024 and 2025, but the company could report its second consecutive quarter of growth on July 2 when it announces Q2 2026 deliveries. However, despite potential recovery signs, Tesla's extremely high P/E ratio of 366 and intense competition from Chinese EV makers like BYD and Geely make the stock risky. While future products like the Cybercab robotaxi and Optimus humanoid robot offer long-term potential, the analyst recommends caution before the earnings announcement.

06/22/2026, 8:32 AM • The Motley Fool

It's Rough in China's Auto Market. When Will the Other Shoe Drop for Nio?

China's domestic EV market is experiencing severe headwinds with NEV sales plunging 47% year-to-date due to reduced subsidies, new vehicle taxes, and economic caution. While competitors like BYD and Geely report significant net income declines, Nio has bucked the trend with 62.3% May delivery growth and improved margins. However, investors should watch whether Nio can maintain its guidance for full-year adjusted operating profit in 2026 amid ongoing domestic market pressures.

06/19/2026, 10:07 AM • The Motley Fool

This Shocking Company Just Passed Ford -- and Its Sales Could More Than Double

BYD, a Chinese EV maker, has surpassed Ford in global automotive sales and become the world's top-selling EV maker. With 4.6 million vehicles sold and 7.7% growth, BYD's CEO claims the company can become the No. 1 global automaker within five years, driven by new Blade Battery 2.0 and Flash Charging technologies that have generated over 100,000 orders for some models.

06/17/2026, 6:30 AM • The Motley Fool

Nio Delivered 37,705 EVs in May and Is Making Its Own Chips Now. Can It Compete With BYD at Scale?

Chinese EV maker Nio reported 37,705 vehicle deliveries in May, up 62.3% year-over-year, driven by new budget and premium models. The company achieved Q1 revenue growth of 122% year-over-year with improved margins of 18.8%, though it returned to net losses of $71.8 million in Q1 after a brief profitable quarter. Nio is launching budget vehicles through its Onvo sub-brand to compete with Tesla and BYD while establishing in-house chip manufacturing, but sustained profitability remains uncertain.

06/16/2026, 2:15 PM • The Motley Fool