The EV Brain Drain: Lucid Is Bleeding Talent While Rivian Is Evolving

Rivian's CFO Claire McDonough is departing for GE Vernova after nearly six years, but the transition is orderly and reflects the company's evolution from startup fundraising to mass manufacturing. In contrast, Lucid is experiencing a severe executive exodus under new CEO Silvio Napoli, including the departure of founder Peter Rawlinson, CFO Taoufiq Boussaid, and multiple senior engineers. Lucid's sweeping restructuring, layoffs, and delayed product launches signal deeper troubles, making Rivian appear the more stable long-term EV investment.

09/08/2026, 8:30 PM • The Motley Fool

BYD vs. Rivian: Evaluating the Better Automotive Stock to Buy for 2026

The article compares BYD, a profitable global EV giant with presence in 120 countries, against Rivian, a high-growth American EV startup backed by Amazon. While BYD trades at a valuation discount and maintains financial stability, it faces Chinese government unpredictability and domestic pricing pressures. Rivian shows improving sales momentum and narrowing losses despite U.S. EV market headwinds. The author recommends Rivian for 2026 due to its sales growth trajectory and reduced reliance on unpredictable government policies, despite its continued cash burn and funding dependency.

09/04/2026, 1:02 PM • The Motley Fool

Despite Its Flaws, Tesla Still Dominates the World in This Index. Is the Stock a Buy Now?

Tesla ranks first in Gartner's Digital Automaker Index 2026 with a score of 82.7%, maintaining its dominance in AI and software technology. While legacy automakers like GM and Ford continue to fall behind, Tesla faces challenges with aging vehicle inventory and massive capital expenditures for robotaxi and AI ventures. The company's transition into technology-based businesses carries greater uncertainty but demonstrates capability as the automotive industry becomes software-defined.

08/27/2026, 3:31 AM • The Motley Fool

Peloton's Former Interim CEO Just Sold 25,000 Shares. Here's What Long-Term Investors Should Know

Karen Boone, former interim CEO of Peloton Interactive, sold 25,000 shares on August 17, 2026, for approximately $134,000 under a pre-established Rule 10b5-1 trading plan. She retains 236,063 shares. Despite the sale, Peloton achieved its first full year of profitability in fiscal 2026 with $63.2 million in net income, though the stock has declined 38% over the past year and paid subscriptions fell to 247,000.

08/24/2026, 4:08 PM • The Motley Fool

Does Billionaire Bill Ackman Know Something Wall Street Doesn’t? He Invested in These 2 Stocks That Have Dropped 33% and 18% Over the Past Year

Bill Ackman's Pershing Square Capital Management purchased Netflix and doubled down on Uber during Q2, despite both stocks declining significantly over the past year (Netflix down 33%, Uber down 18%). The article argues both stocks present buying opportunities, with Netflix leveraging its streaming ecosystem and advertising growth, while Uber benefits from AI cost-cutting and robotaxi expansion through its Rivian partnership.

08/23/2026, 5:15 PM • The Motley Fool

Tesla Controls 59% of the U.S. EV Market -- Its Highest Share Since 2023

Tesla has rebounded to control 59% of the U.S. EV market, its highest share since 2023, despite the stock dropping nearly 25% in 2026. While the company achieved record deliveries and 26% revenue growth, profitability declined and free cash flow turned negative as Tesla invests heavily in AI, Optimus, and robotaxis. The company faces increasing competition from rivals like BYD and Rivian, and its long-term success depends on whether its speculative bets in autonomous driving and robotics will pay off.

08/21/2026, 6:05 PM • The Motley Fool

3 Critical Things Investors Overlooked in Rivian's Strong Q2

Rivian delivered strong Q2 results beating Wall Street estimates with record gross profit of $180 million at 11% margin. Despite the positive performance, the stock rose only 1%. The article highlights three overlooked aspects: (1) Rivian's robust liquidity position of $14 billion when including future funding from Volkswagen, Uber, and DOE loans; (2) growing demand generation through expanded Rivian Spaces (up 39%) and demo drives (up 104%); and (3) progress on autonomous driving technology with plans for a Level 4 robotaxi by 2028.

08/17/2026, 2:15 AM • The Motley Fool

1 Reason BYD Co. Could Be the Top Stock Investors Are Missing

BYD Co., a Chinese EV maker, has surpassed Tesla in full-electric vehicle sales and Ford in total vehicle deliveries. The company aims to become the world's largest automaker by sales within five years, more than doubling its current 4.8 million annual sales to compete with Toyota's 11.3 million. BYD plans to achieve this through international expansion in Europe, Latin America, Southeast Asia, and Australia, leveraging its vertical integration and advanced technology without entering the U.S. market.

08/12/2026, 2:05 AM • The Motley Fool

Rivian's R2 Is Finally in Driveways. Here's The Number That Decides Whether The Stock Doubles

Rivian launched its R2 SUV in June 2026, expecting it to expand its market and boost gross margins. The company projects 2026 deliveries of 65,000-67,000 vehicles with R2 accounting for 20,000-25,000 units, driving expected 38% revenue growth to $7.5 billion. At a valuation of 3x sales compared to Tesla's 12x, analysts suggest Rivian's stock could double if R2 sales targets are met.

08/11/2026, 3:10 PM • The Motley Fool

Software-Defined Vehicle Market to Reach $1.70 Trillion by 2035, Driven by Centralized Computing, AI and OTA Updates - Insights by SDV Type, E/E Architecture, Vehicle Type, Offering, Application, and Region

The global software-defined vehicle (SDV) market is projected to grow from $447.55 billion in 2026 to $1.70 trillion by 2035, with a 16% CAGR. Growth is driven by centralized computing architectures, over-the-air updates, AI-enabled functions, and feature-on-demand subscription services. Hardware remains the largest offering segment, while North America leads adoption through OEM software investments.

08/07/2026, 5:52 AM • GlobeNewswire

Why Rivian Is Poised to Soar. Hint: It's Not All R2 Hype.

Rivian posted a strong Q2 2026 with improved financials and raised delivery guidance to 65,000-70,000 vehicles for the year. Beyond R2 hype, the company achieved significant gross profitability driven by a lucrative software and services segment with 42% margins. With $5.31 billion in cash and expected future capital around $14 billion, Rivian is positioned for stock price growth as it scales production and implements a second shift.

08/05/2026, 7:05 PM • The Motley Fool

Uber Aims to Build the World's Largest Autonomous Vehicle Platform. Can It Compete With Tesla?

Uber reported strong Q2 earnings with $2 billion in operating income and $10 billion in trailing twelve-month free cash flow, enabling aggressive investment in robotaxis. However, the company faces challenges competing with Tesla in the autonomous vehicle market due to its smaller size, lack of manufacturing capabilities, and need for billions in capital over the next 4-5 years to support autonomous-driving partners.

08/05/2026, 2:10 PM • The Motley Fool

Stock Market Today, July 31: Rivian Beats Q2 Revenue Estimate as Concerns of Rising Costs Weigh on Stock

Rivian Automotive beat Q2 revenue expectations with $1.66 billion in sales versus the estimated $1.51 billion, but the stock fell 9.57% as investors remain concerned about rising component costs and profitability challenges. The company increased its 2026 delivery guidance and began R2 SUV production, yet market sentiment remains cautious about demand and the path to profitability.

07/31/2026, 5:14 PM • The Motley Fool

Is This EV Stock The Next Tesla?

Rivian's stock has plummeted 80% since its 2021 IPO despite initial comparisons to Tesla. While the company expects delivery growth from 42,247 vehicles in 2025 to 62,000-67,000 in 2026 driven by its cheaper R2 SUV, it faces significant challenges including supply chain constraints, reduced EV subsidies, and intense competition. Even at its projected delivery levels, Rivian would only match Tesla's 2016 performance, making it unlikely to replicate Tesla's growth trajectory in today's crowded EV market.

07/31/2026, 12:21 PM • The Motley Fool

This Overlooked AI Trade Has Been Quietly Outperforming Nvidia Over the Last 6 Months

While Nvidia remains a top AI stock, Rivian Automotive has quietly outperformed it over the last six months by heavily investing in AI-powered autonomous vehicle technology. The EV maker is positioning itself as a supplier to robotaxi operators, with a major $1.25 billion deal with Uber for 50,000 R2 SUVs. Despite current losses, Rivian's smaller market cap ($24B vs Nvidia's $4.8T) offers greater growth potential if autonomous driving becomes mainstream by 2031.

07/30/2026, 12:23 PM • The Motley Fool