Is QuantumScape a Lost Cause?

QuantumScape's solid-state lithium battery technology promised a 20-25% boost in EV driving range, but the company has fallen significantly behind competitors in commercialization. With competitors like BYD, Toyota, and Nissan advancing faster to market, QuantumScape faces a challenging path forward. The company is burning ~$100 million quarterly with only $900 million in cash reserves, and Volkswagen's postponement of a $7 billion battery plant investment until 2029 further complicates its prospects.

09/28/2026, 9:30 AM • The Motley Fool

D-Wave Quantum vs. QuantumScape: Which Moonshot Tech Stock Is a Better Buy in 2026?

The article compares two early-stage quantum technology companies: D-Wave Quantum, which has commercial customers and $24.6M in revenue but is burning cash rapidly with a -1,444% net margin, and QuantumScape, a pre-revenue solid-state battery developer with a stronger cash cushion and clearer path to commercialization. The author recommends QuantumScape as the better speculative bet due to its financial runway, despite both being high-risk moonshot investments years from profitability.

09/26/2026, 10:09 AM • The Motley Fool

CoreWeave vs. QuantumScape: Which Stock Is a Better Investment, the AI Giant or the EV Battery Upstart?

CoreWeave, an AI data center provider, and QuantumScape, a pre-revenue solid-state battery developer, represent different high-risk technology bets. CoreWeave shows impressive 167.9% revenue growth to $5.1B but carries heavy debt (8.9x debt-to-equity) and customer concentration risk with Microsoft accounting for 67% of revenue. QuantumScape has a strong balance sheet (0.1x debt-to-equity) but remains pre-commercial with no revenue until at least 2029. The author recommends CoreWeave as the safer bet due to its immediate revenue growth and multi-year AI infrastructure demand runway.

09/24/2026, 12:03 PM • The Motley Fool

2 Under-the-Radar Auto Stocks Poised to Soar While Nobody Is Looking

Carvana and Rivian Automotive are highlighted as undervalued auto stocks with significant growth potential. Carvana has successfully restructured its debt and is expanding into new-car sales through brick-and-mortar dealerships, creating new revenue synergies. Rivian is scaling production of its R2 SUV and benefiting from a profitable software partnership with Volkswagen, positioning both companies for substantial upside as the market recognizes their strategic pivots.

09/23/2026, 9:30 AM • The Motley Fool

Time to Sound the Alarm on QuantumScape?

QuantumScape, a solid-state battery developer, has seen its stock plunge 96% from its 2020 peak to $5.09. The company has repeatedly missed commercialization targets, with its first products now not expected until 2029 at the earliest. Despite a $2.6 billion valuation, QuantumScape generates no meaningful revenue, faces significant manufacturing challenges, and continues to dilute shareholders through secondary offerings. The company's insiders are selling shares, and analyst Leo Sun suggests the stock will remain underperforming until clearer catalysts emerge.

09/22/2026, 11:20 AM • The Motley Fool

BigBear.ai vs. QuantumScape: Which Technology Stock Is a Better Buy in 2026?

The article compares two speculative early-stage tech stocks: BigBear.ai, which provides AI decision intelligence software to government and defense sectors, and QuantumScape, which develops solid-state batteries for electric vehicles. While both are unprofitable, BigBear.ai is recommended as the better choice due to its existing government revenue stream and improving margins, whereas QuantumScape remains in pre-commercial development with significant manufacturing challenges ahead.

09/21/2026, 1:31 PM • The Motley Fool

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

QuantumScape Stock Is Worth a Closer Look Right Now

QuantumScape, a solid-state battery maker, has attracted interest from major automakers like Volkswagen and Honda, with potential applications in both electric vehicles and AI data centers. However, the company faces significant challenges: it has no revenue, projects substantial losses through 2026, and won't achieve commercialization until at least 2029. With $800 million in cash but annual EBITDA losses of $250+ million, the company may struggle to reach profitability without additional funding, making it a high-risk investment.

09/05/2026, 5:30 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

QuantumScape Is Down 96% From Its High. Is 2027 Finally the Solid-State Battery Year?

QuantumScape's stock has plummeted 96% from its all-time high as the solid-state battery developer has failed to commercialize any batteries or generate meaningful revenue despite earlier promises. The company now expects commercial readiness not until 2029 and faces intensifying competition from other automakers and startups. With a $3.4 billion valuation but no revenue, the outlook remains murky.

09/02/2026, 11:20 AM • The Motley Fool

AI Integration Reshapes the Wireless Electric Vehicle Charging Landscape, Unlocking Efficiency Gains and Billions in Infrastructure Investment

AI is transforming wireless EV charging systems, improving efficiency beyond 93% through precision positioning and predictive maintenance. Major automakers and infrastructure providers are increasing investments in intelligent charging systems, with significant capital deployment from initiatives like the $500 billion Stargate Project and Europe's $215.3 billion InvestAI program. AI-driven grid load management and dynamic charging are emerging as critical technologies for fleet operations and grid stability.

08/31/2026, 10:57 AM • GlobeNewswire

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

Tesla Maintained Its Majority of the U.S. EV Market in Q2, but That's Not All You Need to Know

Tesla maintained a 50.5% share of the U.S. EV market in Q2 2026, down from 54.2% in Q1. However, this dominance masks underlying weakness: total U.S. EV sales fell 20% while Tesla's sales declined 13%. Globally, Tesla's deliveries grew 25% year-over-year to 480,126 units, but the company is losing market share in Europe and China to competitors like BYD, Volkswagen, Geely, and Changan.

08/23/2026, 5:36 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

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