The Strait of Hormuz Closure Sent Gas Prices Up. EV Stocks Quietly Benefited. Here's Why.

The closure of the Strait of Hormuz since February 28 drove up crude oil prices, which paradoxically benefited EV stocks. Higher oil prices make electric vehicles more appealing to consumers seeking to escape oil price volatility. Rivian and Nio have emerged as top performers, with Rivian rising 16% since the closure due to its new R2 SUV launch, while Nio gained 4% and remains undervalued. Both companies are well-positioned for long-term growth in the expanding EV market.

07/16/2026, 6:30 AM • The Motley Fool

Prediction: This Is What Rivian Stock Will Do if the R2 Is a Smashing Success

Rivian's launch of its lower-priced R2 vehicle line could represent an inflection point for the EV maker, with strong Q2 deliveries and raised production guidance. However, despite growth forecasts accelerating to 61.6% by 2027, the company is expected to remain unprofitable and plans significant share dilution through $8 billion in fundraising by 2028, which could limit stock gains even if the R2 succeeds.

07/14/2026, 7:05 PM • The Motley Fool

Elon Musk's Tesla Posts Best Quarter in Two Years

Tesla delivered 480,126 vehicles in Q2 2026, exceeding expectations and marking its strongest quarter in two years with 25% year-over-year growth. However, the rebound was partly driven by discounting, and the company faces ongoing competition from BYD, Rivian, and legacy automakers. Tesla's long-term growth potential depends on diversification into energy storage, robotics, and autonomous driving, though much of this growth is already priced into its $1.5 trillion valuation.

07/14/2026, 5:33 PM • The Motley Fool

Stock Market Today, July 14: Lucid Group Plunges but Denies Reports About Bankruptcy Filing

Lucid Group stock plunged 16.15% on July 14, 2026, after Bloomberg reiterated reports that the EV maker was considering bankruptcy or going-private options. The company denied the rumors, stating they were 'completely false.' Trading volume spiked 665% above average. Lucid's new CEO is implementing restructuring and strategy shifts, with Q2 earnings expected on August 4.

07/14/2026, 5:21 PM • The Motley Fool

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