Rivian Just Earned a Buy Rating. Is Wall Street Seeing a Turning Point?

UBS upgraded Rivian to a buy rating while maintaining its $17 price target, viewing the stock's 19% decline as a buying opportunity ahead of expected R2 production improvements and margin expansion. The R2 became Rivian's best-selling vehicle in Q3 with solid initial demand, but the company still faces challenges with an $80 million automotive gross loss in Q3. Success depends on sustaining R2 demand while improving automotive profitability.

11/12/2026, 11:45 AM • The Motley Fool

project44 Turns Supply Chain Data Into AI-Powered Decisions with Snowflake

project44 announced an integration with Snowflake to advance AI-powered supply chain decision-making through Mo, an AI supply chain analyst. Mo combines project44's logistics intelligence and 1 trillion shipment records with Snowflake Cortex AI to deliver data-grounded answers to complex supply chain questions. In testing, Mo outperformed general-purpose language models on accuracy (10/10 vs 2/10), consistency (10/10 vs 2/10), and speed (2.5x faster). The platform is already being used by 210 customers including Ford Motor Company.

11/10/2026, 9:00 AM • GlobeNewswire

Here's the Yearly Dividend Income $10,000 Provides Across 3 Very Different Yields

The article compares dividend income from three stocks with vastly different yields: Mastercard (0.52% yield, $52 annual income on $10,000), Coca-Cola (2.21% yield, $221 annual income), and Ford (4.74% yield, $474 annual income). While Ford offers the highest yield, its unsustainable 133% payout ratio and weak fundamentals make it risky. Coca-Cola's 64-year dividend increase streak and strong margins make it the safest choice, while Mastercard's low yield compensates with exceptional growth potential and quality business metrics.

11/07/2026, 6:52 AM • The Motley Fool

Rivian's R2 Is Winning More Than Trophies and Fans

Rivian's R2 SUV has become the company's best-selling vehicle and won Top Gear's SUV of the Year award, with strong reviews from MotorTrend comparing favorably against Tesla Model Y and Ford Mustang Mach-E. Q3 deliveries reached a record 19,248 vehicles with 46% year-over-year growth driven largely by R2. However, the automotive business still posted an $80 million gross loss, and profitability remains a key challenge for long-term investors.

11/05/2026, 4:30 AM • The Motley Fool

Ford's Next Growth Engine Could Already Be in Your Driveway

Ford is shifting its business model to focus on high-margin software subscriptions and connected services to supplement low-margin vehicle sales. The company reported 1.7 million active paid subscriptions (up 40% YoY) and record quarterly software-services revenue, despite a 6.6% decline in Q3 vehicle sales. This strategy mirrors General Motors' successful OnStar business, which generated over $800 million in Q3 revenue with $6.8 billion in deferred revenue, positioning both automakers to gradually transform from low-margin manufacturers into higher-margin service providers.

11/04/2026, 11:00 AM • The Motley Fool

Stock Market Today, Nov. 2: Rivian Rallies on UBS Upgrade and Solid R2 Demand Outlook

Rivian Automotive surged 8.47% on November 2, 2026, following a UBS upgrade to Buy rating. UBS cited solid early R2 demand and a path to positive automotive gross margin as reasons for the upgrade, calling the recent selloff overdone. The company's Q3 results showed 38% year-over-year revenue growth to $2.2 billion, with the R2 becoming its best-selling vehicle by volume. A $1 billion term loan from the Volkswagen joint venture also provided additional liquidity support.

11/02/2026, 5:17 PM • The Motley Fool

Stock Market Today, Oct. 30: Rivian Raises Full-Year Guidance on Q3 Revenue Beat

Rivian Automotive surged 6.2% after beating Q3 revenue expectations with $2.16 billion (38% growth) and raising full-year guidance. The company's R2 SUV is driving higher sales volumes. Analyst Philippe Houchois upgraded the stock to buy with a $17 price target. However, broader markets declined with the S&P 500 down 1.82% and Nasdaq down 2.86%.

10/30/2026, 4:53 PM • The Motley Fool

How Is Ford's Stock Looking After Better-Than-Expected Earnings Results?

Ford Motor Company reported Q3 2026 earnings that beat Wall Street expectations with $2.7 billion operating profit and $49.5 billion in revenue, leading to a slight raise in full-year EBIT guidance to $10.5-11 billion. However, the stock's 2% post-earnings pop was tempered by concerns over $2.5 billion in commodity and logistics headwinds, with an additional $2 billion expected in 2027. The company continues restructuring its EV business toward profitability by 2029, though the analyst community remains cautious.

10/29/2026, 9:57 AM • The Motley Fool

Ford Q3 Earnings: 3 Key Takeaways for Long-Term Investors

Ford raised its 2026 adjusted EBIT guidance to $10.5-$11 billion, driven by three strategic initiatives: expanding grid-scale battery storage through Ford Energy (80% of 2028 capacity contracted), launching affordable electric vehicles like the Fathom to reduce EV costs, and growing high-margin software and parts businesses which contributed 10% of Q3 revenue. The company targets 8% adjusted EBIT margins by 2029.

10/29/2026, 9:11 AM • The Motley Fool

Ford's Maverick Hybrid Sales Just Surged 60%. Here's Exactly Why Investors Should Care.

Ford's Maverick Hybrid pickup sales surged 59.6% in Q3 2026, accounting for roughly two-thirds of total Maverick sales. Despite Ford's overall 6.6% U.S. sales decline, the hybrid's strong performance is significant because many Ford hybrids are more profitable than their gasoline counterparts, suggesting potential margin improvements for the Maverick lineup.

10/27/2026, 11:45 AM • The Motley Fool

Electric Vehicle Market to Reach $1.46 Trillion by 2032 Driven by Falling Battery Costs and Expanding Fleet Electrification, Says Mordor Intelligence

The global EV market is projected to grow from $0.86 trillion in 2027 to $1.46 trillion by 2032 at a CAGR of 11.2%, driven by declining battery costs, stricter efficiency requirements, and fleet electrification. Asia-Pacific leads regional growth, while challenges include charging infrastructure delays and critical mineral price fluctuations.

10/26/2026, 8:04 PM • GlobeNewswire

Forget Ford's Lucrative Dividend. GM Has a Different and Perhaps Better Way to Reward Investors.

General Motors has announced a $20 billion share repurchase authorization and has reduced outstanding shares by nearly 40% since early 2023. With strong cash flow generation, GM's total shareholder yield (buybacks plus dividends) reaches 12.59%, roughly double Ford's 5.7%, potentially offering better long-term value despite Ford's more publicized dividend strategy.

10/25/2026, 2:03 PM • The Motley Fool

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