This Week in TSLA: Elon Musk Teases Tesla Roadster, FSD's Brussels Speed Limit Violations, And More
Tesla teases its Roadster, starts Semi production, faces Brussels FSD scrutiny, highlights Cybercab’s local battery.
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Bipartisan senators seek to ban Chinese vehicles, software and components in the U.S., clashing with Trump’s openness to Chinese factories.
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Tesla teases its Roadster, starts Semi production, faces Brussels FSD scrutiny, highlights Cybercab’s local battery.
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Ford Motor Company offers an attractive dividend yield of over 4.5%, well above the S&P 500 average. With management raising full-year EBIT guidance to $10-11 billion and adjusted free cash flow guidance to $6-7 billion, the dividend is well-covered. However, the quarterly payout of $0.15 per share has remained flat since 2022. The company's EV unit loses $4 billion annually, but Ford Energy's pivot into energy storage could drive future growth and potentially lead to dividend increases by late 2027.
Rivian stock has plummeted 80% from its IPO price of $78 to $15, significantly underperforming the S&P 500's 120% gain. However, the article argues the EV maker could rebound through 2030 by successfully ramping up production of its more affordable R2 SUV, expanding capacity with a new Georgia plant, and achieving profitability by 2028. If Rivian executes its growth plans and reaches half a million vehicles annually by decade's end, it could substantially outperform the broader market.
GM is expanding into batteries for AI data centers as the U.S. seeks to diversify a supply chain heavily dominated by China.
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.