China EVs in 2026 look less like a boom and more like a survival test as global expansion ramps up

China EVs in 2026 look less like a boom and more like a survival test as global expansion ramps up

Two Xiaomi electric car models in different colors are pictured here on Nov. 2, 2025. Sopa Images | Lightrocket | Getty Images BEIJING — China’s electric car boom is ending in 2025 on a soft note, with sales dipping and analysts warning that a fierce price war is likely to persist. Not only did Tesla see its sales drop by 7.4% from … Read more

GM’s record stock performance beats Tesla, Ford and other automakers in 2025

GM’s record stock performance beats Tesla, Ford and other automakers in 2025

Mary Barra, CEO of General Motors, attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, on July 8, 2025. David A. Grogan | CNBC DETROIT — General Motors is on pace to be the top U.S.-traded automaker stock of 2025, as shares of … Read more

U.S. auto safety agency probes Tesla Model 3 emergency door release

U.S. auto safety agency probes Tesla Model 3 emergency door release

AUSTIN, TEXAS – DECEMBER 13: A Tesla dealership is seen on December 13, 2023 in Austin, Texas. Tesla is recalling nearly all vehicles sold in the US after a near two-year investigation by the National Highway Traffic Safety Administration found a defect in the Autopilot system. (Photo by Brandon Bell/Getty Images) Brandon Bell | Getty … Read more

Waymo will update driverless fleet after San Francisco blackout to improve navigation during outages

Waymo will update driverless fleet after San Francisco blackout to improve navigation during outages

A Waymo car is halted on the road amid a power outage in San Francisco, California, U.S., December 20, 2025, in this screengrab obtained from a social media video.d Reuters Three days after a blackout in San Francisco caused Waymo to pause its driverless car service, the Alphabet-owned company said it’s updating its fleet so … Read more

China’s mineral dominance gives Western magnet makers a moment in the sun

China’s mineral dominance gives Western magnet makers a moment in the sun

Annealed neodymium iron boron magnets sit in a barrel at a Neo Material Technologies Inc. factory in Tianjin, China on June 11, 2010. Bloomberg | Bloomberg | Getty Images Rare earth magnet makers are having a moment as Western nations scramble to build domestic “mine-to-magnet” supply chains and reduce their dependence on China. A turbulent … Read more

EV realism is here. How automakers react in 2026 will be telling

EV realism is here. How automakers react in 2026 will be telling

Frederic J. Brown | Afp | Getty Images DETROIT – The U.S. automotive industry has entered a new phase for all-electric vehicles: realism. The industry was euphoric about the EV segment in the early 2020s, but consumer demand never took off as much as expected and, as it fizzled, automakers monitored and planned how to … Read more

Waymo pauses robotaxi service in San Francisco after blackout chaos — Musk says Tesla car service unaffected

Waymo pauses robotaxi service in San Francisco after blackout chaos — Musk says Tesla car service unaffected

Alphabet-owned Waymo has suspended its driverless ride-hail service in the San Francisco Bay Area after blackouts plagued the city Saturday afternoon. “We have temporarily suspended our ride-hailing services in the San Francisco Bay Area due to the widespread power outage,” a Waymo spokesperson tells CNBC. “Our teams are working diligently and in close coordination with … Read more

Musk’s $56 billion Tesla pay package must be restored as court rules cancellation was too extreme

Musk’s  billion Tesla pay package must be restored as court rules cancellation was too extreme

Elon Musk’s 2018 CEO pay package from Tesla, worth some $56 billion when it vested, must be restored, the Delaware Supreme Court ruled Friday. “We reverse the Court of Chancery’s rescission remedy and award $1 in nominal damages,” the judges wrote in their opinion. In the decision, the Delaware Supreme Court judges said a lower … Read more

California judge rules that Tesla engaged in deceptive marketing around Autopilot

California judge rules that Tesla engaged in deceptive marketing around Autopilot

Tesla electric vehicles (EV) in front of the company’s store in Colma, California, US, on Monday, Nov. 10, 2025. David Paul Morris | Bloomberg | Getty Images A California administrative law judge recently ruled recently that Tesla’s marketing around its “Autopilot” and “Full Self-Driving” systems had been deceptive, and that the company should face a … Read more

Tesla stock closes at record as investors rally around Musk’s robotaxi hype despite slow EV sales

Tesla stock closes at record as investors rally around Musk’s robotaxi hype despite slow EV sales

What started off as a particularly rough year for Tesla investors is turning into quite the celebration. Following a 36% plunge in the first quarter, the stock’s worst period since 2022, Tesla shares have rallied all the way back, reaching an all-time closing high of $489.88, jumping 3.1% on Tuesday. They’re now up 21% for … Read more