Tesla's Automotive Revenue Fell 3%, and Energy Generation and Storage Tumbled 16%. Should Investors Still View Tesla as a Car Company?

Tesla reported declining automotive revenue (-3%) and energy storage revenue (-16%) in Q3 2026, with flat vehicle sales over three years. Despite being fundamentally a car company with 75% revenue from vehicles, Tesla trades at a P/E of 200 based on future promises around autonomous vehicles and the Optimus robot. Analysts argue the stock looks overvalued as the company must prove it can grow beyond its core auto business to justify its $1.5 trillion market cap.

10/23/2026, 2:45 AM • The Motley Fool

Why Rivian's R2 Could Be Worth Far More Than Its Sales Numbers Suggest

Rivian's launch of the R2 midsize EV is driving strong production and delivery growth, with Q3 deliveries up 45.8% year-over-year. The company is expanding into the higher-volume mid-size crossover market while building a high-margin software and licensing business through partnerships like its Volkswagen joint venture. Rivian projects 65,000-70,000 vehicle deliveries for 2026, with improving gross margins and recurring subscription revenue from software services.

10/22/2026, 9:30 AM • The Motley Fool

History Says This Is the Smartest Dividend ETF to Buy With $1,000 Right Now

The article recommends the Invesco S&P Ultra Dividend Revenue ETF (RDIV) as a smart investment for $1,000, highlighting its 3.72% dividend yield and strong downside protection. The ETF returned 7.1% during the 2022 bear market compared to the S&P 500's 18.2% decline, demonstrating its value as a portfolio hedge during market corrections.

10/22/2026, 8:15 AM • The Motley Fool

Ford Plans to Overtake Toyota in a Critical Business. Here's Why It Matters.

Ford Motor Company is rapidly expanding its certified pre-owned (CPO) vehicle sales through its Ford Blue Advantage program and partnership with Amazon Autos. The company achieved a 44% increase in CPO sales during Q3 2026, surpassing Toyota's volume for the first time. Ford is targeting 500,000 CPO sales by 2027, which would establish it as the industry leader. The CPO business strengthens customer loyalty, fills gaps in entry-level vehicle options, and creates a pipeline for new vehicle sales through dealer incentives.

10/22/2026, 7:45 AM • The Motley Fool

Saudi Arabia Electric Vehicle Market Size, Share, Growth, and Forecast 2026-2035 | Vision 2030 and Fleet Electrification Propel 25.10% CAGR Toward USD 5.53 Billion

Saudi Arabia's EV market is projected to grow at a 25.10% CAGR from 2026-2035, reaching USD 5.53 billion by 2035, driven by Vision 2030 initiatives, fleet electrification, domestic manufacturing, and charging infrastructure development. Battery electric vehicles and passenger cars are expected to lead growth, with major automakers competing through localized production, climate-adapted engineering, and fleet-focused strategies.

10/21/2026, 4:55 AM • GlobeNewswire

Rivian's Key to Success May Not Be Its Vehicles

Rivian's most valuable opportunity may lie in its robotics venture rather than vehicle sales. The company owns approximately one-third of Mind Robotics, an AI-enabled manufacturing technology company founded by Rivian CEO RJ Scaringe. Mind recently hired Doug Field, a veteran executive from Tesla and Ford, as president. With a stake valued at over $1 billion and $1 billion in recent funding, Mind Robotics could provide significant returns for Rivian investors if successful, though Rivian's EV business still needs to achieve profitability.

10/17/2026, 12:45 PM • The Motley Fool

Stock Market Today, Oct. 16: Tech Stocks Plunge as AI Software Valuations Reverse

Major tech indices declined on October 16, 2026, as AI-focused software stocks experienced a sharp reversal. The S&P 500 fell 1.07%, the Nasdaq Composite plummeted 2.15%, and the Dow Jones slipped 0.34%. Goldman Sachs reported that hedge funds sold AI stocks at the second-fastest pace in over a year, triggering a tactical rotation away from smaller AI names toward larger, steadier companies and defensive stocks.

10/16/2026, 5:49 PM • The Motley Fool

As Robotaxis Spread, Carmakers Must Choose Between Owning the Customer and Selling the Car

The robotaxi industry is creating a strategic divide between Transportation-as-a-Service (TaaS) companies like Tesla and Waymo that aim to own the customer relationship, and traditional automakers like Ford and GM that prefer selling autonomous vehicles to consumers. EVs' superior cost-per-mile economics make them ideal for continuous robotaxi operation, but the market will likely support both models. Tesla and BYD hold advantages due to their leading EV hardware positions, though Tesla's stock is heavily priced on successful robotaxi rollout assumptions.

10/16/2026, 6:40 AM • The Motley Fool

Stellantis Stock Has Massive Upside, but Q3 U.S. Sales Tell a Bittersweet Story

Stellantis' Q3 U.S. sales showed mixed results as its Ram brand surged 29% with the Ram 1500 posting a 73% sales gain, while Jeep declined 20% due to slower Compass and Grand Cherokee sales. Despite the bittersweet quarter, the automaker's $70 billion FaSTLAne 2030 turnaround strategy includes expanding Jeep offerings and manufacturing capacity, positioning both brands as cornerstones for recovery. With a market cap of only $13 billion—far below competitors—patient investors may find opportunity if execution succeeds.

10/08/2026, 6:30 AM • The Motley Fool

Finally, Ford Is Free of the Overhang That Caused It to Lose Billions

Ford has recovered from supplier fires at Novelis that disrupted F-Series truck production for over a year, costing the company billions. August marked the best Super Duty production month since 2006, with Ford resuming aluminum sourcing from Novelis' New York facility. However, the company's heavy dependence on the F-Series—valued at 135% of Ford's market cap—poses long-term risks as the industry transitions to electric vehicles with lower margins.

10/08/2026, 4:30 AM • The Motley Fool

The Latest Example of BYD Becoming No. 1 Globally Isn't a Joke

Chinese automaker BYD is rapidly expanding its global presence, particularly in Europe where its sales jumped 131% in August and achieved 11.7% market share. BYD aims to surpass Toyota as the world's top-selling automaker by 2030, though U.S. tariffs currently block its entry into the American market. The company's growth demonstrates that Chinese automakers are now a serious competitive threat globally.

09/30/2026, 1:45 PM • The Motley Fool

Is Ford Stock a Buy for Its Dividend?

Ford Motor Company offers an attractive 4.6% forward dividend yield with a well-covered payout ratio of 30.6%. However, the article cautions dividend-focused investors against treating it as a long-term 'set it and forget it' holding due to Ford's history of suspending dividends during economic downturns (2007 and 2020), cyclical business performance, and poor dividend growth track record. While the stock trades at a low valuation of 7x forward earnings, ongoing headwinds from inflation, tariffs, and geopolitical uncertainty pose risks.

09/26/2026, 8:04 AM • The Motley Fool

Prediction: Ferrari Is a Better Buy Than Ford for the Next Decade

The article argues that Ferrari is a superior long-term investment compared to Ford over the next decade. While Ford's stock gained 84% total return over 10 years, Ferrari's surged 742%. The author attributes this to Ferrari's strong economic moat, pricing power, brand prestige, and superior earnings growth (377% net income increase vs. Ford's 33% decline), making it harder to replicate Ferrari's business model than Ford's.

09/26/2026, 5:08 AM • The Motley Fool

Is Ford Stock a Buy for Its Dividend?

Ford Motor Company offers an attractive dividend yield of over 4.5%, well above the S&P 500 average. With management raising full-year EBIT guidance to $10-11 billion and adjusted free cash flow guidance to $6-7 billion, the dividend is well-covered. However, the quarterly payout of $0.15 per share has remained flat since 2022. The company's EV unit loses $4 billion annually, but Ford Energy's pivot into energy storage could drive future growth and potentially lead to dividend increases by late 2027.

09/25/2026, 10:15 AM • The Motley Fool

Rivian vs. the S&P 500: Which Investment Wins Through 2030?

Rivian stock has plummeted 80% from its IPO price of $78 to $15, significantly underperforming the S&P 500's 120% gain. However, the article argues the EV maker could rebound through 2030 by successfully ramping up production of its more affordable R2 SUV, expanding capacity with a new Georgia plant, and achieving profitability by 2028. If Rivian executes its growth plans and reaches half a million vehicles annually by decade's end, it could substantially outperform the broader market.

09/24/2026, 12:05 PM • The Motley Fool