Software Defined Vehicle Market to Grow from USD 447.55 billion in 2026 to USD 1,707.36 billion by 2035, at a CAGR of 16.0% — MarketsandMarkets™

The Software Defined Vehicle (SDV) market is projected to experience significant growth at a CAGR of 16.0% from 2026 to 2035, driven by automakers' transition to software-centric architectures, OTA updates, 5G connectivity, and new recurring revenue models. Europe leads the market, with major players investing in centralized computing platforms and AI-enabled vehicle functions.

07/13/2026, 10:00 AM • GlobeNewswire

2 Beaten-Down Stocks With Massive Upside Potential

Tesla and Meta Platforms, despite underperforming this year, offer significant long-term upside potential. Tesla's robotaxi service and humanoid robot (Optimus 3) development could create high-margin revenue streams, while Meta's AI-powered advertising business is already delivering strong results with potential expansion into cloud computing services.

07/12/2026, 12:15 AM • The Motley Fool

Rivian Just Raised Guidance. So Why Is This Stock Falling?

Rivian raised its full-year production guidance after beating internal projections in Q2 and launched its mass-market R2 truck. However, the stock fell due to the company's announcement of a 75 million share offering at $15.50 per share (20% below market price) to raise over $1 billion for growth capital, causing shareholder dilution concerns.

07/10/2026, 3:15 PM • The Motley Fool

Rivian Automotive vs. Tesla: What Their Revenue Trends Tell Investors

Tesla's revenue significantly exceeds Rivian's, with Tesla reporting $22.4 billion in Q1 2026 compared to Rivian's $1.4 billion. While Rivian shows steadier growth with an 11% year-over-year increase, it remains unprofitable with a $655 million operating loss. Tesla demonstrates stronger financials with a $941 million operating income and is pivoting toward autonomous vehicles and robotics, positioning it ahead of Rivian in the competitive EV market.

07/10/2026, 8:29 AM • The Motley Fool

Rivian Stock: Buy the Dip?

Rivian stock rose 8.70% as the company capitalizes on increasing EV momentum. The article discusses whether investors should buy Rivian during recent dips, with context around the company raising $1.5 billion through a share offering and raising production guidance to 70,000 vehicles.

07/09/2026, 9:17 PM • The Motley Fool

Rivian’s 75 Million-Share Offering Turns the R2 Growth Story Into a Dilution Test

Rivian announced a 75 million share offering raising approximately $1.2 billion to fund its growth and meet Department of Energy loan obligations. While the capital infusion is necessary for scaling manufacturing and launching the R2 mid-size vehicle, the offering caused negative market reaction due to shareholder dilution concerns. The company reported strong Q2 deliveries (12,200 vehicles) and improved revenue, but remains unprofitable. Success depends on whether Rivian can execute scaling efficiently and achieve mass-market adoption with the R2 launch.

07/09/2026, 11:14 AM • Investing

2 Great Developments for Ford but Not for Rivian and Lucid

Ford is well-positioned to capitalize on surging hybrid demand with plans to offer hybrid powertrains across nearly its full vehicle lineup by 2030. Ford's hybrid vehicles have become highly profitable, with F-150 hybrid margins now exceeding gasoline versions. This shift favors full-line automakers like Ford over pure EV companies like Rivian and Lucid, which are waiting for full EV demand to materialize.

07/08/2026, 10:30 AM • The Motley Fool

Why Rivian Stock Plunged Today

Rivian Automotive's stock fell 18.12% after the company announced a $1.4 billion capital raise through a 75 million share offering, despite beating Q2 delivery expectations (12,194 vehicles vs. 9,000-11,000 guidance) and raising full-year guidance to 65,000-70,000 deliveries. Investors sold off shares due to concerns about cash burn and shareholder dilution, highlighting the pattern of good news being followed by stock offerings that reverse gains.

07/07/2026, 8:05 PM • The Motley Fool

Why Lucid Stock Dropped Today

Lucid Group's stock fell 9.23% after rival Rivian Automotive announced a $1.5 billion capital raise, prompting investors to scrutinize Lucid's capital needs. Despite having approximately $4.7 billion in liquidity and $2 billion in undrawn capacity from its Saudi PIF backer, the market focused on the company's capital-intensive business model. Lucid's performance will depend on strong Q2 sales of its Gravity SUV and progress on self-driving technology.

07/07/2026, 12:19 PM • The Motley Fool

Nasdaq Weakness Shows AI Stocks Are Losing Their Easy Momentum

The Nasdaq faces pressure as semiconductor stocks decline and investors become more selective about AI-related equities. Despite Samsung's strong earnings beat, market sentiment has shifted from questioning AI demand to questioning whether massive AI infrastructure investments can justify current valuations. The Nasdaq has rallied 30% since March, creating crowded positioning and profit-taking risks if earnings disappoint.

07/07/2026, 9:22 AM • Investing

If You Invested $1,000 in Rivian Stock to Start 2026, Here's What It's Worth Now, and What's Next for the Automaker

Rivian's stock declined 12.2% in the first half of 2026, with a $1,000 investment at year-start now worth approximately $877. The EV maker continues burning cash to build production infrastructure, with capital expenditures rising and gross margins declining. The company's path to profitability depends on successfully scaling production at its new Georgia plant, making it a high-risk, high-reward investment.

07/07/2026, 4:30 AM • The Motley Fool

Should You Buy Rivian While It's Below $20?

Rivian Automotive is gaining momentum with its new R2 SUV launch, which will eventually be priced at $45,000 by late 2027. The company exceeded Q1 delivery guidance with 12,194 vehicles and raised its 2026 production forecast to 65,000-70,000 units. However, the EV market faces headwinds from high material costs, elevated interest rates, weak consumer demand, and reduced government incentives. While success isn't guaranteed, Rivian's strategic moves and early R2 success suggest potential for long-term investors willing to be patient.

07/06/2026, 1:32 PM • The Motley Fool

Rivian vs Tesla: Which EV Stock Is the Better Buy Right Now?

Tesla and Rivian both reported better-than-expected Q2 deliveries as the EV market continues to grow. Tesla remains the safer choice with $3.8B in profits and strong demand, while Rivian shows promise with its new affordable R2 model but faces profitability challenges. Tesla is recommended as the better buy despite its high valuation, though both stocks carry risks.

07/06/2026, 12:13 PM • The Motley Fool

Lucid Is on Sale. Could This Be the Buy That Sets You Up for Life?

Lucid Group's stock has plummeted 45% in 2026 to a $2.4 billion market cap as the EV maker pursues an AI and autonomous vehicle strategy similar to Tesla and Rivian. However, the company faces a critical capital constraint: with less than $1 billion in cash and an unprofitable core business, Lucid may struggle to fund its capital-intensive AI initiatives without significant shareholder dilution. While a breakthrough could send shares soaring, the analyst views Lucid stock more as a lottery ticket than a traditional investment.

07/06/2026, 10:15 AM • 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