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

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

ADAS Market to Grow from USD 23.57 billion in 2026 to USD 58.84 billion by 2033, at a CAGR of 14.0% — MarketsandMarkets™

The Advanced Driver Assistance Systems (ADAS) market is projected to grow at a CAGR of 14.0% from USD 23.57 billion in 2026 to USD 58.84 billion by 2033. Growth is driven by stricter safety regulations, declining sensor costs, integration of AI-powered systems, and the transition toward autonomous vehicles. Asia Pacific leads the market, with camera units expected to hold significant market share.

08/02/2026, 9:32 PM • GlobeNewswire

Arizona Nonprofit Launches First-Ever Electric Vehicle Fundraiser Featuring the Iconic Volkswagen ID. Buzz

A Race Against Blindness, an Arizona-based nonprofit funding childhood blindness research, launched a two-week fundraiser (July 13-26, 2026) featuring a 2025 Volkswagen ID. Buzz 1st Edition 4MOTION and $20,000 in cash as the grand prize. The organization has granted over $6.1 million toward gene therapy research since its 2023 launch and aims to introduce supporters to electric vehicle benefits while advancing treatments for inherited retinal diseases.

07/17/2026, 4:52 PM • GlobeNewswire

Tesla and Rivian Are Both Down 12%. Here's the Better Buy for the Second Half of 2026.

Both Tesla and Rivian have declined 12% in 2026, but they represent different investment theses. Tesla is pursuing autonomous robotaxi services with significant long-term potential but faces valuation risks and repeated delays. Rivian offers a more concrete near-term catalyst with its R2 mass-market SUV launch and Volkswagen partnership worth up to $5.8 billion. For the second half of 2026, Rivian presents a more compelling opportunity despite higher execution risk, while Tesla remains the safer long-term blue-chip EV holding.

07/16/2026, 10:20 AM • The Motley Fool

Global Electric Vehicle Market to Reach US$2.74 Trillion in 2026 as Charging and Battery Investment Accelerates

The global EV market is projected to reach US$2.74 trillion in 2026, growing at 9.0% annually, driven by regulatory changes, charging infrastructure investment, and battery supply-chain development. Chinese automakers are intensifying international competition, while battery sourcing and regional manufacturing become strategic priorities. Major players are forming strategic alliances to compete on affordable EVs, software capabilities, and charging networks.

07/14/2026, 12:00 PM • GlobeNewswire

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

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

Is This Forgotten Battery Stock Primed To Deliver Gains In The Next Leg of The EV Revolution?

QuantumScape, a solid-state battery developer, has seen its stock plunge 95% from its $131.67 all-time high to $7.55 after missing commercialization targets and generating no revenue. However, the company is now manufacturing B-sample cells and plans to commercialize designs by 2027 through licensing agreements with Volkswagen and other automakers. With the solid-state battery market projected to grow at 47.6% CAGR through 2034, analysts expect QuantumScape's revenue to reach $99 million by 2028, potentially offering significant upside for early investors.

06/30/2026, 2:02 PM • The Motley Fool

Will EV Stocks Make a Comeback in 2026?

The EV market faces headwinds from the elimination of federal point-of-sale tax credits and increased competition, with sales plateauing despite new entrants like Rivian's R2. While autonomy and solid-state batteries are potential future growth drivers, experts remain cautious about profitability for EV startups. Legacy automakers and semiconductor suppliers may offer better investment opportunities than struggling EV manufacturers.

06/21/2026, 9:03 PM • The Motley Fool

Rivian Is Cutting Jobs Right After Launching the R2. Is the Profitability Story Getting Stronger or Weaker?

Rivian laid off less than 2% of its workforce (approximately 300 employees) in sales and marketing roles just one week after launching its R2 SUV. The cuts reflect the company's effort to control costs while ramping production of its most important vehicle. Despite the R2 launch, Rivian's core vehicle business still loses approximately $6,000 per vehicle delivered before overhead, though the company targets positive automotive gross profit by end of 2026 as R2 volumes increase.

06/17/2026, 2:03 PM • The Motley Fool

Electric Vehicle Market Expected to Grow at 7.73% CAGR to Reach US$ 1720.00 Billion by 2034

The global electric vehicle market, valued at $880 billion in 2025, is expected to grow to $1.72 trillion by 2034 at a 7.73% CAGR. Asia Pacific will dominate with over 50% market share, while commercial vehicles represent the fastest-growing segment at 8.26% CAGR. Growth is driven by government support, battery technology advancements, and expanding charging infrastructure, though high initial costs and infrastructure gaps remain challenges.

06/12/2026, 3:33 AM • GlobeNewswire

Is It Time to Buy Rivian Stock as R2 Deliveries Begin?

Rivian has begun deliveries of its R2 electric SUV, which has received positive reviews from automotive publications. The R2 represents Rivian's entry into the broader mid-luxury EV market and is expected to help improve gross margins through higher volume sales and lower production costs. The company is also advancing autonomous-driving software capabilities through a Volkswagen partnership, with plans for point-to-point driving by end of 2026 and full autonomy by 2028. The article suggests adding a small position on the recent stock dip.

06/11/2026, 12:05 PM • The Motley Fool