Tesla Makes Brilliant Supercharger Move but BYD Is Closer in the Mirror Than It Appears

Tesla unveiled its Accordion Supercharger, a pre-assembled charging unit that reduces installation costs by 20% and enables deployment in urban/retail locations previously unavailable. However, BYD is rapidly closing the gap, having installed 10,000 flash charging stations in five months with 3x more power than Tesla's V4 cabinets. While Tesla maintains a charging infrastructure advantage, BYD's aggressive expansion poses a significant competitive threat as both companies battle for market dominance.

09/23/2026, 9:05 PM • The Motley Fool

Finally, Some Good News for Lucid -- but There's a Catch

Lucid announced partnerships to deploy 45,000 autonomous vehicles: 25,000 with Bolt in Europe and 20,000 with Uber and Nuro in the U.S. While these deals represent positive momentum for the struggling EV maker, the catch is that Lucid delayed its midsize platform to late 2027, and autonomous vehicle technology remains unproven at scale, making these commitments largely speculative for now.

09/23/2026, 6:05 PM • The Motley Fool

This ETF Is Up 20% in 2026. Here's Why It Could Have More Room to Run.

The Invesco QQQ Trust (QQQ) has outperformed major indexes with a 20% gain in 2026, significantly ahead of the S&P 500's 13% and Nasdaq Composite's 16% returns. The ETF's outperformance is driven by its concentrated exposure to high-growth tech and AI stocks, including Nvidia, Apple, and Microsoft. Despite near-term headwinds from cautious AI spending and regulations, analysts believe the AI market will continue expanding, positioning QQQ for further gains.

09/23/2026, 12:20 PM • The Motley Fool

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

Elon Musk Just Said "Dario Is Right" About Slowing AI Development. Here's What That Endorsement Could Mean for Tesla's and xAI's AI Road Maps.

Elon Musk endorsed Anthropic CEO Dario Amodei's call to slow AI development pace for safety reasons. However, analysts believe this agreement is unlikely to materially impact Tesla and SpaceX's ambitious AI roadmaps, given their heavy investments and dependence on rapid AI advancement. Tesla aims to produce 1 million Optimus robots by 2030, while SpaceX plans orbital data center satellites and AI infrastructure expansion.

09/23/2026, 9:13 AM • The Motley Fool

Sandisk Stock Is Up 695% in 2026 and This Market Indicator Predicted It. Here’s What It Says About 2027.

Sandisk has surged 695% in 2026 as the best-performing S&P 500 stock, driven by AI infrastructure demand for memory chips. Historical data shows the top-performing S&P 500 stock in a given year typically gains a median of 91% the following year, suggesting potential strength in 2027. However, investors should be cautious as Sandisk's gains are tied to a cyclical memory chip shortage rather than competitive advantages, and rapid supply resolution could cause sharp declines.

09/23/2026, 5:07 AM • The Motley Fool

Could Palantir Be the Next Stock Added to the Dow Jones?

While Palantir Technologies meets all stated criteria for Dow Jones inclusion—including S&P 500 membership, U.S. headquarters, and appropriate stock price—the article argues inclusion is unlikely in the near term. The company faces stiff competition from better-established Magnificent Seven stocks and former Dow components, and its relative youth (only 6 years post-IPO) may require a longer track record before serious consideration.

09/23/2026, 5:05 AM • The Motley Fool

Firefly Aerospace vs. SpaceX: Which Space Stock Can Put Your Portfolio Into Orbit in 2026?

The article compares Firefly Aerospace and SpaceX as investment opportunities in 2026. Firefly offers a cheaper valuation with a $1.4B backlog and government contracts, while SpaceX dominates with its Starlink constellation and reusable rockets. Despite SpaceX's massive scale and IPO success, the author favors Firefly's more focused business model and lower price-to-sales ratio for long-term investors.

09/22/2026, 6:15 PM • The Motley Fool

Bloom Energy vs. Eos Energy Enterprises: Which Energy Storage Stock Is a Better Buy in 2026?

The article compares two energy storage companies: Bloom Energy, a mature fuel cell provider with strong partnerships and profitability, and Eos Energy Enterprises, an emerging zinc-based battery manufacturer with explosive revenue growth but significant losses. Despite Bloom's higher valuation multiples, Eos is recommended for its attractive P/S ratio, recent business advances, and strong 2026 pipeline, while Bloom benefits from the AI datacenter boom with expected 85% revenue growth.

09/22/2026, 4:20 PM • The Motley Fool

Wall Street Loves This EV Stock. Here's Why I'm Not Buying.

As the EV industry shifts toward robotaxi operations expected to reach scale by 2030, Lucid Group faces significant competitive disadvantages. Unlike Tesla and Rivian, Lucid lacks affordable vehicle models and sufficient production capacity to achieve economies of scale needed to supply robotaxi operators. This structural weakness makes it an unattractive investment despite Wall Street analyst support.

09/22/2026, 12:05 PM • The Motley Fool

Nickel Manganese Cobalt (NMC) Battery Market Outlook 2026-2035 - Featuring Profiles of LG Energy Solution, Panasonic, and Samsung SDI

The global NMC battery market is projected to grow from USD 35.6 billion in 2025 to USD 138.1 billion by 2035, with a CAGR of 14.2%. Growth is driven by increasing electric vehicle adoption, energy storage demand, and clean energy investments. The automotive segment is expected to grow at 12.4% CAGR, while the U.S. market alone is projected to reach USD 38.5 billion by 2035.

09/22/2026, 4:52 AM • GlobeNewswire

This Popular eVTOL Stock Could Still Turn $7,500 Into a Fortune

Joby Aviation is positioned as a potential high-growth opportunity in the emerging eVTOL (electric air taxi) market, similar to Tesla's early days. The company could generate billions in revenue if it successfully scales operations, but faces significant risks as it still awaits FAA certification and is far from commercial operations. The stock is recommended only for aggressive investors with long time horizons.

09/21/2026, 7:30 AM • The Motley Fool

Should You Buy Micron Stock Before Its Next Earnings Report?

Micron Technology is positioned to report strong fiscal Q4 earnings on Sept. 30, with Wall Street expecting 350% revenue growth and 11x EPS growth driven by AI infrastructure demand. Major tech companies like Amazon, Tesla, Nvidia, and SpaceX have publicly confirmed robust memory demand and increased capital spending. However, the article advises against timing purchases around earnings events, recommending instead a long-term dollar-cost averaging approach to build positions in memory makers benefiting from AI tailwinds.

09/20/2026, 5:30 AM • The Motley Fool

The Stock Market Has Been Sending a Quiet Warning Signal for Years. Here's What History Says Comes Next.

The S&P 500's top 10 holdings now account for approximately 40% of the index's value, the most concentrated since the mid-1960s. With nearly all top holdings being tech companies focused on AI, a significant pullback in this sector could drag down the broader market. History shows similar concentration preceded the dot-com bubble, suggesting investors should diversify portfolios and focus on quality companies with strong fundamentals.

09/20/2026, 3:30 AM • The Motley Fool

Cathie Wood Never Sold Ark's Core Stake in Tesla Despite the Stock Trailing Every Other Magnificent Seven Name in 2026. Here's Why Her Multi-Year Conviction Hasn't Wavered.

Cathie Wood's Ark Invest maintains a $1 billion Tesla position and remains bullish despite Tesla underperforming other Magnificent Seven stocks in 2026. Ark has raised its long-term price target to $4,600 per share, with 90% of the valuation based on Tesla's robotaxi opportunity. While Tesla's cost advantages in robotaxi production are well-founded, investors should expect a multi-year holding period with significant volatility as timelines for robotaxi deployment have been pushed back to 2030.

09/19/2026, 5:05 PM • The Motley Fool