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

Goldman Sachs Group vs. JPMorgan Chase: Which Financial Stock Is a Better Buy in 2026?

Goldman Sachs and JPMorgan Chase represent two distinct banking strategies: Goldman focuses on capital markets and institutional services with lower valuation multiples and higher dividend yield, while JPMorgan leverages massive scale and diversified operations to achieve superior profitability margins. Goldman appears more attractive to value and income investors, while JPMorgan offers exposure to a broader financial ecosystem with stronger operating margins.

10/22/2026, 9:30 AM • The Motley Fool

Rare Earths vs. Copper: Should You Buy MP Materials or Freeport-McMoRan?

The article compares two commodity plays: MP Materials, a rare-earth producer with government backing and price protections, versus Freeport-McMoRan, an established copper giant benefiting from data center and power grid demand. MP Materials offers higher growth potential but more volatility, while Freeport-McMoRan provides stability with strong copper demand expected to grow 50% by 2040.

10/21/2026, 7:14 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

General Motors: 3 Key Takeaways for Long-Term Investors

General Motors raised its full-year adjusted automotive free cash flow guidance to $11.5-$12.5 billion and announced a $20 billion share buyback authorization. The company maintains leadership in full-size trucks with 19 consecutive quarters of U.S. sales leadership and is expanding high-margin digital revenue, with software deferred revenue reaching $7.5 billion, up 40% year-over-year driven by OnStar and Super Cruise services.

10/20/2026, 2:39 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

General Motors vs. Tesla: What Revenue Growth Trends Tell Investors About These Automotive Giants

While General Motors maintains a larger absolute revenue scale ($48B vs $28.2B in Q2 2026), Tesla demonstrates significantly stronger growth momentum with 26% year-over-year revenue increase compared to GM's 2% growth. Tesla's EV dominance continues despite expired federal tax credits, while GM struggles with a 43% decline in EV sales and relies on hybrid and gas-powered vehicles alongside AI initiatives.

10/08/2026, 1:05 PM • 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

Mexico Rare Earth Elements Market Size, Share, Trends, and Forecast by Application and Region, 2026-2034 | EV Demand and Supply Diversification Drive 13.21% CAGR

Mexico's rare earth elements market is projected to grow from USD 169.6 million in 2025 to USD 547.4 million by 2034, expanding at a 13.21% CAGR. Growth is driven by supply chain diversification away from China, foreign investment, government incentives, and increasing demand from electric vehicle and clean energy sectors. Major automakers like General Motors and BMW are investing in EV production facilities in Mexico, strengthening demand for rare earth-based magnets, batteries, and electronic components.

10/06/2026, 12:00 PM • GlobeNewswire

The Elite Portfolio: Why Savvy Investors Are Backing These Overlooked Stocks

Ferrari and BYD are two overlooked automotive stocks that savvy investors should consider despite recent underperformance versus the S&P 500. Ferrari operates with exceptional margins and pricing power in the ultra-luxury segment, while BYD leverages vertical integration and mass-market volume growth to compete globally. Both companies have compelling competitive advantages that position them well for future growth.

09/23/2026, 11:15 AM • The Motley Fool

Detroit Automakers Turn Back the Clock on the Arsenal of Democracy -- Investors Should Cheer

General Motors and Ford are entering the defense business to diversify revenue and improve profit margins. GM Defense is expected to generate nearly $700 million in revenue this year with a projected 30%+ compound annual growth rate and 12-15% operating margins, significantly higher than traditional automotive margins. This strategic pivot aims to change investor perception of automakers as low-margin businesses.

09/22/2026, 6:05 PM • The Motley Fool

General Motors (GM) Laps the Stock Market: Here's Why

General Motors (GM) closed at $83.95, up 2.13% in the latest session, outperforming the S&P 500's 1.49% gain. However, the stock has declined 6.52% over the past month. The company is expected to report Q3 EPS of $3.41 (up 21.79% YoY) with revenue of $48.42 billion (down 0.35% YoY). GM trades at a Forward P/E of 6.13, significantly below the industry average of 16.81, and carries a Zacks Rank of #3 (Hold).

09/21/2026, 5:45 PM • Zacks

Stellantis' $25 Billion Gamble: Can a Fresh and Balanced Strategy Spark a Turnaround in Its Profit Engine?

Stellantis is committing $25 billion (60% of its $70 billion FaSTLAne 2030 plan) to North America, its profit engine, to develop 11 new vehicles and expand market coverage by 50%. The strategy balances affordable vehicles under $40,000 with high-margin performance models from Jeep and Ram brands. Success depends on achieving 8-10% operating margins, 35% volume growth, and 80% capacity utilization by 2030.

09/17/2026, 4:05 PM • The Motley Fool

Should You Ignore MP Materials and Buy This Rare-Earth Stock Instead?

MP Materials and USA Rare Earth represent different investment approaches to securing domestic rare-earth supply. MP Materials focuses on light rare-earth elements and is operationally advanced with existing magnet production and major customers. USA Rare Earth targets high-value heavy rare-earth elements with greater strategic importance but higher execution risk, as it's earlier in its production ramp. The article suggests a diversified approach holding both stocks may be optimal for rare-earth sector exposure.

09/12/2026, 1:13 PM • The Motley Fool