1 hr. ago
Rivian burns $833 million per quarter selling just 65,000 vehicles a year, yet its $23 billion market cap edges out global automaker Stellantis.
Stellantis sells 5.4 million vehicles annually but sits at a $20 billion market cap, while Tesla commands $1.1 trillion on EV future optimism.
EVs represent only 5% of new US car sales, making the investor optimism inflating Rivian above Stellantis increasingly hard to justify.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rivian didn't make the cut. Grab the names FREE today.
Troubled EV company Rivian (NASDAQ: RIVN) has a $23 billion market cap. Global car giant Stellantis (NYSE: STLA) has a $20 billion market cap. This seems impossible. It shouldn't be. The EV revolution has ended in the US. Stellantis has troubled brands, but not that troubled.
#stellantis #rivian #billion #global
Stellantis sells 5.4 million vehicles annually but sits at a $20 billion market cap, while Tesla commands $1.1 trillion on EV future optimism.
EVs represent only 5% of new US car sales, making the investor optimism inflating Rivian above Stellantis increasingly hard to justify.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rivian didn't make the cut. Grab the names FREE today.
Troubled EV company Rivian (NASDAQ: RIVN) has a $23 billion market cap. Global car giant Stellantis (NYSE: STLA) has a $20 billion market cap. This seems impossible. It shouldn't be. The EV revolution has ended in the US. Stellantis has troubled brands, but not that troubled.
#stellantis #rivian #billion #global
9 days ago
Rivian Automotive (NASDAQ: RIVN) remains one of my favorite growth stocks on the market today. Many investors still value the company as an EV stock. In reality, however, I think the company should be valued as an AI stock.
That's because Rivian is attempting to transform its business to take maximum advantage of its biggest growth opportunities.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Building electric vehicles can be a profitable business. Just look at what Tesla accomplished despite having a fairly limited lineup. But the future of transportation will look very different than today.
McKinsey & Co. recently surveyed more than 90 industry insiders to see how quickly these experts believe fully autonomous vehicles will be deployed. On average, the panel believes that autonomous vehicles will be the norm in most major countries by 2032. Notably, however, robotaxis will precede private autonomous vehicles.
#NVIDIA
That's because Rivian is attempting to transform its business to take maximum advantage of its biggest growth opportunities.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Building electric vehicles can be a profitable business. Just look at what Tesla accomplished despite having a fairly limited lineup. But the future of transportation will look very different than today.
McKinsey & Co. recently surveyed more than 90 industry insiders to see how quickly these experts believe fully autonomous vehicles will be deployed. On average, the panel believes that autonomous vehicles will be the norm in most major countries by 2032. Notably, however, robotaxis will precede private autonomous vehicles.
#NVIDIA
13 days ago
By
Updated July 30, 2026 6:18 pm ET
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(2 min)
Startup automaker Rivian RIVN -9.57%
decrease; down pointing triangle
narrowed its losses and reported an uptick in electric-vehicle sales and revenue in the second quarter, a rare bit of good news for the troubled EV ***** e in the U.S.
#automaker
Updated July 30, 2026 6:18 pm ET
Listen
(2 min)
Startup automaker Rivian RIVN -9.57%
decrease; down pointing triangle
narrowed its losses and reported an uptick in electric-vehicle sales and revenue in the second quarter, a rare bit of good news for the troubled EV ***** e in the U.S.
#automaker
14 days ago
Rivian Automotive Inc (NASDAQ:RIVN) — one of the most popular EV stocks on the market today — reported second-quarter earnings after market close on July 30.
Whether you're invested in Rivian or an EV competitor like Tesla (NASDAQ:TSLA) or Lucid Group (NASDAQ:LCID), you'll want to pay close attention to the key takeaways covered below.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In fact, AI investors should also monitor Rivian's quarterly earnings announcement, as the company is currently transitioning from a conventional automaker to an AI-driven transportation company.
Here are the three biggest takeaways from Rivian's second-quarter earnings reveal.
#signal #company #market #second
Whether you're invested in Rivian or an EV competitor like Tesla (NASDAQ:TSLA) or Lucid Group (NASDAQ:LCID), you'll want to pay close attention to the key takeaways covered below.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In fact, AI investors should also monitor Rivian's quarterly earnings announcement, as the company is currently transitioning from a conventional automaker to an AI-driven transportation company.
Here are the three biggest takeaways from Rivian's second-quarter earnings reveal.
#signal #company #market #second
14 days ago
Rivian Automotive (RIVN) investors have July 30 circled on their calendars, when the electric vehicle (EV) maker is scheduled to report its second-quarter 2026 earnings after the market closes. The report arrives at a pivotal moment for the company, with optimism around its next-generation R2 platform growing, and production and delivery trends improving.
After raising its full-year delivery outlook earlier this month, Rivian now faces heightened expectations to prove that its operational momentum is translating into stronger financial performance. The upcoming results and, more importantly, management's outlook could determine whether Rivian has further room to run or whether investors should brace for renewed volatility.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ******* ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#Stock #whether #automotive
After raising its full-year delivery outlook earlier this month, Rivian now faces heightened expectations to prove that its operational momentum is translating into stronger financial performance. The upcoming results and, more importantly, management's outlook could determine whether Rivian has further room to run or whether investors should brace for renewed volatility.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ******* ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#Stock #whether #automotive
21 days ago
Tesla (NASDAQ:TSLA), the global electric-vehicle, battery storage, and autonomous driving platform, closed at $319.69, down 14.52%. Thursday's drop followed an earnings miss and heavier AI and robotics spending. Investors will continue watching margins with another focus on autonomous-driving guidance next.
Trading volume reached 114.2 million shares, coming in about 131% above its three-month average of 49.4 million shares.
Tesla IPO'd in 2010 and has grown 20,006% since going public.
The S&P 500 (SNPINDEX:^GSPC) fell 1.21% to 7,408.30, and the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 2.15% to 25,138. Among electric vehicle manufacturing peers, Rivian Automotive (NASDAQ:RIVN) closed at $16.46, down 4.19%, and Lucid Group (NASDAQ:LCID) closed at $6.45, down 4.87%, reflecting pressure across EV names.
Tesla's revenue soared in Q2, driven by a surge in EV unit volume. Deliveries jumped 25% year over year, and revenue gains came close to matching that. Yet profits dropped, and free cash flow turned negative as operating expenses and capital spending soared.
Analysts lowered their price targets for Tesla following the earnings miss, citing margin pressure and cautious guidance on autonomous driving.
The future direction of Tesla stock will depend on what investors prioritize. Competition in the EV market has put pricing pressure on Tesla, which it is offsetting with volume. But that additional revenue isn't reaching the bottom line because of the company's growth investments and expenses.
#revenue
Trading volume reached 114.2 million shares, coming in about 131% above its three-month average of 49.4 million shares.
Tesla IPO'd in 2010 and has grown 20,006% since going public.
The S&P 500 (SNPINDEX:^GSPC) fell 1.21% to 7,408.30, and the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 2.15% to 25,138. Among electric vehicle manufacturing peers, Rivian Automotive (NASDAQ:RIVN) closed at $16.46, down 4.19%, and Lucid Group (NASDAQ:LCID) closed at $6.45, down 4.87%, reflecting pressure across EV names.
Tesla's revenue soared in Q2, driven by a surge in EV unit volume. Deliveries jumped 25% year over year, and revenue gains came close to matching that. Yet profits dropped, and free cash flow turned negative as operating expenses and capital spending soared.
Analysts lowered their price targets for Tesla following the earnings miss, citing margin pressure and cautious guidance on autonomous driving.
The future direction of Tesla stock will depend on what investors prioritize. Competition in the EV market has put pricing pressure on Tesla, which it is offsetting with volume. But that additional revenue isn't reaching the bottom line because of the company's growth investments and expenses.
#revenue
21 days ago
When we think about the major global automakers these days, many investors forget all about Stellantis (NYSE: STLA), while General Motors (NYSE: GM) and Ford Motor Company (NYSE: F) remain hot topics. It's understandable, considering Stellantis' declining relevance in multiple markets, lack of a true branding identity, and numerous management missteps. No doubt, Stellantis has many, many issues to fix in the coming years to regain lost global notoriety. That said, the company could be in oversold territory, and Wall Street forward estimates suggest ***** ysts are in "prove it" mode regarding the company's massive $70 billion turnaround plan. Here's a look at how Stellantis is poised to outperform its rivals over the next five years.
Over the past three years, General Motors, Ford, and Stellantis have traded in completely different trajectories. GM has been thriving, and its stock has doubled over the past three years, while Ford has essentially remained flat, but Stellantis checked in with a staggering near 70% decline. To get a better idea of just how much value Stellantis has shed, take a look at this next graph.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Not only does Stellantis' market cap equal a fraction of rivals GM or Ford, but it has also even sunk below that of young electric vehicle (EV) maker Rivian (NASDAQ: RIVN). That's right; Stellantis, a global automaker with millions of shipments annually, has a market cap below Rivian, which only sells four electric vehicles and has only achieved its first full year of gross profitability in 2025, and remains a long way away from net profitability.
Roughly a decade ago, Stellantis, then operating as Fiat Chrysler Automobiles in this reference, was peaking in the U.S. market. By 2019, however, its market share began a sharp decline that would last until about 2023, before leveling off over the next couple of years. This is the first year investors are seeing life from its core Jeep and Ram brands in North America.
#ford #NYSE #signal
Over the past three years, General Motors, Ford, and Stellantis have traded in completely different trajectories. GM has been thriving, and its stock has doubled over the past three years, while Ford has essentially remained flat, but Stellantis checked in with a staggering near 70% decline. To get a better idea of just how much value Stellantis has shed, take a look at this next graph.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Not only does Stellantis' market cap equal a fraction of rivals GM or Ford, but it has also even sunk below that of young electric vehicle (EV) maker Rivian (NASDAQ: RIVN). That's right; Stellantis, a global automaker with millions of shipments annually, has a market cap below Rivian, which only sells four electric vehicles and has only achieved its first full year of gross profitability in 2025, and remains a long way away from net profitability.
Roughly a decade ago, Stellantis, then operating as Fiat Chrysler Automobiles in this reference, was peaking in the U.S. market. By 2019, however, its market share began a sharp decline that would last until about 2023, before leveling off over the next couple of years. This is the first year investors are seeing life from its core Jeep and Ram brands in North America.
#ford #NYSE #signal
22 days ago
Lucid burned $3.8B in free cash flow against $1.35B in revenue in 2025, while Rivian's cash reserves shrank from $4.81B to $2.85B.
Stellantis posted a $22.33B net loss for FY2025 as CEO Filosa admitted the company over-estimated the pace of the energy transition.
Tesla leads with a $1.4T market cap, but Q4 2025 deliveries fell 16% and prediction markets heavily doubt its near-term robotaxi and Optimus timelines.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Morning Brew Daily's July segment framed the U.S. electric vehicle industry in stark terms. They argued that Lucid (NASDAQ: LCID), once valued at $91 billion, is now worth just $2.87 billion, while Rivian (NASDAQ: RIVN) has fallen from a peak near $150 billion to roughly $25 billion. The guest **** yst on the show argued that both pure-play startups are "one boardroom decision at another company away" from collapse, and that neither company is expected to turn cash flow positive before 2030. The numbers back the framing.
#cash #free #flow
Stellantis posted a $22.33B net loss for FY2025 as CEO Filosa admitted the company over-estimated the pace of the energy transition.
Tesla leads with a $1.4T market cap, but Q4 2025 deliveries fell 16% and prediction markets heavily doubt its near-term robotaxi and Optimus timelines.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Morning Brew Daily's July segment framed the U.S. electric vehicle industry in stark terms. They argued that Lucid (NASDAQ: LCID), once valued at $91 billion, is now worth just $2.87 billion, while Rivian (NASDAQ: RIVN) has fallen from a peak near $150 billion to roughly $25 billion. The guest **** yst on the show argued that both pure-play startups are "one boardroom decision at another company away" from collapse, and that neither company is expected to turn cash flow positive before 2030. The numbers back the framing.
#cash #free #flow
23 days ago
Tesla (TSLA) earns a BUY rating and $428 price target, offering 16% upside on rebounding automotive margins and a Q1 EPS beat of 18%.
GM trades near 25x earnings on real cash while Rivian posts negative EBITDA, making Tesla's 167x forward P/E a pure bet on auto-plus-AI.
Prediction markets price a 78% chance Tesla beats Q2 EPS, with the bull case targeting $487 if Cybercab launches and FSD subscriptions hold above 40% growth.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Tesla (NASDAQ:TSLA) heads into its Q2 2026 earnings report tomorrow as the undisputed laggard of the Magnificent 7. Shares are down 17.82% year to date, badly trailing every other name in the cohort. Our proprietary model says the setup is more constructive than the tape suggests.
#price
GM trades near 25x earnings on real cash while Rivian posts negative EBITDA, making Tesla's 167x forward P/E a pure bet on auto-plus-AI.
Prediction markets price a 78% chance Tesla beats Q2 EPS, with the bull case targeting $487 if Cybercab launches and FSD subscriptions hold above 40% growth.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Tesla (NASDAQ:TSLA) heads into its Q2 2026 earnings report tomorrow as the undisputed laggard of the Magnificent 7. Shares are down 17.82% year to date, badly trailing every other name in the cohort. Our proprietary model says the setup is more constructive than the tape suggests.
#price
29 days ago
Rivian Automotive, Inc. (NASDAQ:RIVN) is one of the 10 Fastest Growing Consumer Stocks to Buy Now.
On July 9, 2026, UBS **** yst Joseph Spak raised the firm's price target on Rivian Automotive, Inc. (NASDAQ:RIVN) to $17 from $16 and kept a Neutral rating on the shares.
On July 8, Rivian Automotive, Inc. (NASDAQ:RIVN) priced its 75M share secondary offering at $15.50. Goldman Sachs, Allen & Co., Barclays, JPMorgan, Morgan Stanley, and Wells Fargo acted as joint book-running managers for the offering.
Image by Varun Kulkarni from Pixabay
On July 7, Rivian said in an 8-K filing that it expects total consolidated revenues to increase for the three months ended June 30, 2026, compared with the three months ended June 30, 2025. The company cited higher vehicle deliveries, partially offset by lower average selling prices from a higher mix of commercial vans. Rivian also pointed to increases in vehicle electrical architecture and software development services and revenues related to regulatory credits.
On July 9, 2026, UBS **** yst Joseph Spak raised the firm's price target on Rivian Automotive, Inc. (NASDAQ:RIVN) to $17 from $16 and kept a Neutral rating on the shares.
On July 8, Rivian Automotive, Inc. (NASDAQ:RIVN) priced its 75M share secondary offering at $15.50. Goldman Sachs, Allen & Co., Barclays, JPMorgan, Morgan Stanley, and Wells Fargo acted as joint book-running managers for the offering.
Image by Varun Kulkarni from Pixabay
On July 7, Rivian said in an 8-K filing that it expects total consolidated revenues to increase for the three months ended June 30, 2026, compared with the three months ended June 30, 2025. The company cited higher vehicle deliveries, partially offset by lower average selling prices from a higher mix of commercial vans. Rivian also pointed to increases in vehicle electrical architecture and software development services and revenues related to regulatory credits.
1 month ago
California's $135M EV subsidy exempts California-based Rivian from the $50K price cap while Austin-based Tesla gets shut out entirely on premium tiers.
Rivian stock surged 25% in one week despite an 8.5% bankruptcy probability and 80% bearish Reddit sentiment heading into R2 external deliveries.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Rivian (NASDAQ: RIVN) and Tesla (NASDAQ: TSLA) both closed the books on Q1 FY2026. Rivian posted $1.38B in revenue and a widening EBITDA loss, while Tesla delivered $22.39B revenue and $941M in GAAP operating income. California just handed Rivian a policy wedge Tesla cannot access, which reframes the comparison entirely.
Rivian's quarter was carried by its Software & Services segment, up 49% year over year to $473M on the Volkswagen JV, alongside 10,365 deliveries (+20% YoY). The automotive segment slipped into a $62M gross loss as regulatory credit sales fell $100M. CEO RJ Scaringe framed R2 as the pivot, calling out the $4.5 billion DOE loan for the Georgia plant.
Rivian stock surged 25% in one week despite an 8.5% bankruptcy probability and 80% bearish Reddit sentiment heading into R2 external deliveries.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
Rivian (NASDAQ: RIVN) and Tesla (NASDAQ: TSLA) both closed the books on Q1 FY2026. Rivian posted $1.38B in revenue and a widening EBITDA loss, while Tesla delivered $22.39B revenue and $941M in GAAP operating income. California just handed Rivian a policy wedge Tesla cannot access, which reframes the comparison entirely.
Rivian's quarter was carried by its Software & Services segment, up 49% year over year to $473M on the Volkswagen JV, alongside 10,365 deliveries (+20% YoY). The automotive segment slipped into a $62M gross loss as regulatory credit sales fell $100M. CEO RJ Scaringe framed R2 as the pivot, calling out the $4.5 billion DOE loan for the Georgia plant.
1 month ago
Rivian stock sank on Tuesday morning reversing a couple days of strong gains and continuing its recent sawtooth action of sharps gains followed by quick losses. Investors were also reacting to news that the electric vehicle maker would sell shares on the public markets.
Late Monday, Rivian said it planned to sell up 75 million shares of common stock, mostly to pay back a loan from the Department of Energy. The underwriters in the deal include top Wall Street firms such as Goldman Sachs (GS), Barclays (BCS), JP Morgan (JPM), Wells Fargo (WFC), Morgan Stanley (MS) and Allen & Company.
As part of the public offering, Rivian will grant the underwriters the option to purchase 11.25 million additional shares within 30 days.
Rivian stock continued falling early Wednesday morning, having slipped more than 4%. It had tumbled 18% on Tuesday, according to MarketSurge. Tuesday's slump canceled out all of 16% Rivian's gains from the previous two sessions. The stock had rallied 38% from its June 24 close.
Stock Market Today: Tech Futures Slide, Nasdaq 100 Adds **** eX
Late Monday, Rivian said it planned to sell up 75 million shares of common stock, mostly to pay back a loan from the Department of Energy. The underwriters in the deal include top Wall Street firms such as Goldman Sachs (GS), Barclays (BCS), JP Morgan (JPM), Wells Fargo (WFC), Morgan Stanley (MS) and Allen & Company.
As part of the public offering, Rivian will grant the underwriters the option to purchase 11.25 million additional shares within 30 days.
Rivian stock continued falling early Wednesday morning, having slipped more than 4%. It had tumbled 18% on Tuesday, according to MarketSurge. Tuesday's slump canceled out all of 16% Rivian's gains from the previous two sessions. The stock had rallied 38% from its June 24 close.
Stock Market Today: Tech Futures Slide, Nasdaq 100 Adds **** eX
1 month ago
Rivian (RIVN) surprised investors by announcing a new share offering after Monday's close, a move that sent the stock slipping on Tuesday after recent positive momentum.
Rivian said it would offer 75 million shares of Class A common stock, with underwriters holding a 30-day option to buy up to 11.25 million additional shares. Based on Rivian's July 6 closing price of around $20, the base offering could raise around $1.5 billion, or roughly $1.7 billion including the overallotment option.
Rivian said proceeds will go toward general corporate purposes, including equity contributions tied to its Department of Energy loan arrangement supporting the company's Georgia manufacturing build-out.
Rivian stock slid 11% in early trade on Tuesday.
Rivian said it would offer 75 million shares of Class A common stock, with underwriters holding a 30-day option to buy up to 11.25 million additional shares. Based on Rivian's July 6 closing price of around $20, the base offering could raise around $1.5 billion, or roughly $1.7 billion including the overallotment option.
Rivian said proceeds will go toward general corporate purposes, including equity contributions tied to its Department of Energy loan arrangement supporting the company's Georgia manufacturing build-out.
Rivian stock slid 11% in early trade on Tuesday.
1 month ago
Deciding between buying Rivian (NASDAQ: RIVN) or Lucid (NASDAQ: LCID) stock is a little tricky right now. Both companies sell fantastic electric vehicles that have earned high praise from automotive publications and expert reviewers.
But the EV market is difficult, and selling good products isn't enough to ensure a company is worth investing in.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Here's what's happening with Rivian and Lucid, why Rivian stock is the better one to own, and why investors will have to be patient to see the company's potential success.
Lucid has been a paradox for a while. On the one hand, the company is making significant improvements, including year-over-year production rising 55% in 2025 and revenue rising 68% to nearly $1.4 billion.
But the EV market is difficult, and selling good products isn't enough to ensure a company is worth investing in.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Here's what's happening with Rivian and Lucid, why Rivian stock is the better one to own, and why investors will have to be patient to see the company's potential success.
Lucid has been a paradox for a while. On the one hand, the company is making significant improvements, including year-over-year production rising 55% in 2025 and revenue rising 68% to nearly $1.4 billion.
1 month ago
Rivian (NASDAQ: RIVN) just gave investors an impressive update. On Thursday, the electric vehicle maker said it delivered 12,194 vehicles in the second quarter, comfortably above its own outlook of 9,000 to 11,000, and raised its full-year delivery target to 65,000 to 70,000 vehicles, up from 62,000 to 67,000.
The stock jumped more than 8% on the news. And the timing sharpened the contrast: Tesla fell about 7.5% the same day following its own delivery report.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Rivian shares have now climbed about 60% from their 52-week low, though they still sit slightly below where they started the year. So, has the underdog finally earned a spot in more portfolios, or is the market right to stay skeptical?
The second quarter update begins to answer a question that has hung over Rivian all year: Can the company build and sell its new, lower-priced R2 alongside everything else it makes? Or will it cannibalize the company's sales of other vehicles and ultimately hurt its business?
The stock jumped more than 8% on the news. And the timing sharpened the contrast: Tesla fell about 7.5% the same day following its own delivery report.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Rivian shares have now climbed about 60% from their 52-week low, though they still sit slightly below where they started the year. So, has the underdog finally earned a spot in more portfolios, or is the market right to stay skeptical?
The second quarter update begins to answer a question that has hung over Rivian all year: Can the company build and sell its new, lower-priced R2 alongside everything else it makes? Or will it cannibalize the company's sales of other vehicles and ultimately hurt its business?
1 month ago
Electric vehicle (EV) company Rivian's (NASDAQ:RIVN)stock accelerated impressively following its latest news about deliveries on Thursday. That all-important auto industry metric was significantly higher than expected, prompting the company to raise its full-year guidance. Investors rewarded this by pushing the shares up by more than 8% that trading session.
That morning, Rivian provided the delivery and production figures for its just-concluded second quarter. The period saw the EV company produce 12,613 vehicles, with deliveries totaling 12,194. The latter figure topped the company's own forecast — actually, a better term might be "crushed," as it was guiding for 9,000 to 11,000 for the period. It was also well above the second quarter 2025 number of 10,661 and first quarter 2026's 10,365.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images,
Management attributed this far better-than-expected result to the uptake of the EDV line of delivery vehicles, as well as demand for the R1 pickups and large SUVs. It also benefited from the rollout of the R2, a crossover SUV it started shipping in June.
That morning, Rivian provided the delivery and production figures for its just-concluded second quarter. The period saw the EV company produce 12,613 vehicles, with deliveries totaling 12,194. The latter figure topped the company's own forecast — actually, a better term might be "crushed," as it was guiding for 9,000 to 11,000 for the period. It was also well above the second quarter 2025 number of 10,661 and first quarter 2026's 10,365.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images,
Management attributed this far better-than-expected result to the uptake of the EDV line of delivery vehicles, as well as demand for the R1 pickups and large SUVs. It also benefited from the rollout of the R2, a crossover SUV it started shipping in June.
1 month ago
Shares of Rivian Automotive (NASDAQ: RIVN) jumped on Thursday after the automaker boosted its full-year vehicle delivery target.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Rivian produced 12,613 vehicles and delivered 12,194 in the quarter ended June 30. That was well above the company's forecast of 9,000 to 11,000 vehicle deliveries.
The electric vehicle (EV) manufacturer said the "robust growth" in sales of its battery-powered delivery vans and R1 pickup trucks, combined with the launch of its R2 midsize SUV, drove the gains.
These results and encouraging ongoing sales and production trends prompted Rivian to lift its 2026 full-year delivery target to between 65,000 and 70,000 vehicles, up from a prior estimate of 62,000 to 67,000.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Rivian produced 12,613 vehicles and delivered 12,194 in the quarter ended June 30. That was well above the company's forecast of 9,000 to 11,000 vehicle deliveries.
The electric vehicle (EV) manufacturer said the "robust growth" in sales of its battery-powered delivery vans and R1 pickup trucks, combined with the launch of its R2 midsize SUV, drove the gains.
These results and encouraging ongoing sales and production trends prompted Rivian to lift its 2026 full-year delivery target to between 65,000 and 70,000 vehicles, up from a prior estimate of 62,000 to 67,000.
1 month ago
Rivian Automotive (RIVN) shares ended meaningfully higher on July 2 after the EV maker raised its full-year guidance. It now expects to deliver at least 65,000 vehicles in its fiscal 2026.
Management had previously estimated 62,000 deliveries at the lower end of the range. In Q2, the automaker delivered 12,194 vehicles in total, handily beating the consensus at 11,000 only.
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Management had previously estimated 62,000 deliveries at the lower end of the range. In Q2, the automaker delivered 12,194 vehicles in total, handily beating the consensus at 11,000 only.
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2 months ago
Tesla stock trades at nosebleed levels thanks to its AI exposure.
One Tesla competitor also has AI exposure without the premium.
10 stocks we like better than Rivian Automotive ›
Tesla's (NASDAQ: TSLA) market cap is currently hovering around $1.2 trillion. Over the last three years, shares have soared by more than 50%.
What many investors may not realize, however, is that Tesla's auto sales are actually declining. Last year, Tesla's auto sales fell by 8%. In 2024, auto sales were down by around 1%.
One Tesla competitor also has AI exposure without the premium.
10 stocks we like better than Rivian Automotive ›
Tesla's (NASDAQ: TSLA) market cap is currently hovering around $1.2 trillion. Over the last three years, shares have soared by more than 50%.
What many investors may not realize, however, is that Tesla's auto sales are actually declining. Last year, Tesla's auto sales fell by 8%. In 2024, auto sales were down by around 1%.
2 months ago
Everybody's familiar with the old adage, buy low and sell high — that's what we're all here to do. However, this well-meaning sentiment is easier said than done. Still, if you're looking for a quick buck over the next several weeks, automotive giant General Motors (GM) should be on your radar.
No, in a world of tech juggernauts delivering solutions for artificial intelligence and other advanced innovations, General Motors isn't exactly the ***** iest idea out there. However, GM stock offers something to think about. Over the trailing year, the automaker has enjoyed a 64% lift in market value. Further, Barchart's Technical Opinion indicator rates GM as a 72% Strong Buy.
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No, in a world of tech juggernauts delivering solutions for artificial intelligence and other advanced innovations, General Motors isn't exactly the ***** iest idea out there. However, GM stock offers something to think about. Over the trailing year, the automaker has enjoyed a 64% lift in market value. Further, Barchart's Technical Opinion indicator rates GM as a 72% Strong Buy.
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Here's How to Test Drive Rivian Stock Without Going All-In
2 months ago
Rivian rates a Hold at $14.89, with fresh capital best deployed only if a sector flush drags shares toward $11.50.
RIVN's Volkswagen JV generated $282 million in Q1 software revenue, but automotive gross margins stay negative through Q3 2026.
Polymarket traders price a 26.5% bankruptcy probability before 2027, yet Wall Street's average target implies 22% upside from current levels.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rivian didn't make the cut. Grab the names FREE today.
Rivian (NASDAQ:RIVN) at $14.89 is a Hold, with fresh capital best reserved unless a broader sector panic drags the equity toward $11.50. The stock has slid 24.45% year to date as EV demand cools and the R2 launch absorbs retooling costs, leaving the Volkswagen joint venture as the single most important pillar holding the equity story together.
RIVN's Volkswagen JV generated $282 million in Q1 software revenue, but automotive gross margins stay negative through Q3 2026.
Polymarket traders price a 26.5% bankruptcy probability before 2027, yet Wall Street's average target implies 22% upside from current levels.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Rivian didn't make the cut. Grab the names FREE today.
Rivian (NASDAQ:RIVN) at $14.89 is a Hold, with fresh capital best reserved unless a broader sector panic drags the equity toward $11.50. The stock has slid 24.45% year to date as EV demand cools and the R2 launch absorbs retooling costs, leaving the Volkswagen joint venture as the single most important pillar holding the equity story together.
2 months ago
Roughly a decade ago, investors who either missed Tesla's high-risk, uncertain, rapid-growth phase and high-flying valuation or didn't believe in it spent much time trying to find the "next Tesla." Then many also missed BYD's rapid rise.
Fast-forward to today, and many wonder whether Rivian Automotive (NASDAQ: RIVN) or Lucid Group (NASDAQ: LCID) could deliver lucrative returns as the electric vehicle (EV) market slowly gains traction in the U.S. market. Some investors compare the two EV makers' top-line growth.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But which of these two, young EV makers is winning the race that actually matters?
Lucid had a ****** py beginning to its history, marred with supplier disruptions and production hiccups, sprinkled with recalls along the way. Then Lucid began smoothing out operations and put together an impressive streak of eight consecutive record-setting quarterly delivery totals. That streak ended, just falling short by a handful of vehicles in the first quarter of 2026, but the surge helped the young automaker match rival Rivian in top-line growth over the past three years.
Fast-forward to today, and many wonder whether Rivian Automotive (NASDAQ: RIVN) or Lucid Group (NASDAQ: LCID) could deliver lucrative returns as the electric vehicle (EV) market slowly gains traction in the U.S. market. Some investors compare the two EV makers' top-line growth.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But which of these two, young EV makers is winning the race that actually matters?
Lucid had a ****** py beginning to its history, marred with supplier disruptions and production hiccups, sprinkled with recalls along the way. Then Lucid began smoothing out operations and put together an impressive streak of eight consecutive record-setting quarterly delivery totals. That streak ended, just falling short by a handful of vehicles in the first quarter of 2026, but the surge helped the young automaker match rival Rivian in top-line growth over the past three years.
2 months ago
Rivian Automotive, Inc. (NASDAQ:RIVN) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. During the lightning round, a caller asked about the stock. In response, Cramer said:
Yeah, Rivian, I think, is losing too much money. I'm not going to say to buy Rivian here; I just don't want to do it. I know a lot of people think that the time is right. To me, it's losing too much money, sorry.
Photo by Chris Liverani on Unsplash
Rivian Automotive, Inc. (NASDAQ:RIVN) manufactures electric vehicles and provides related software, charging, and maintenance services. During the April 23 episode, a caller asked whether Cramer was "warming up" to the stock, and the Mad Money host replied:
That last quarter was good. I was surprised… It looks like they're going to make it, and if they're going to make it, then the stock goes higher. By the way, I'm going to give you a twofer, I like Tesla today. Okay, those who don't like Tesla, they can come see me, and…. Those are the same people who'll probably short Intel.
Yeah, Rivian, I think, is losing too much money. I'm not going to say to buy Rivian here; I just don't want to do it. I know a lot of people think that the time is right. To me, it's losing too much money, sorry.
Photo by Chris Liverani on Unsplash
Rivian Automotive, Inc. (NASDAQ:RIVN) manufactures electric vehicles and provides related software, charging, and maintenance services. During the April 23 episode, a caller asked whether Cramer was "warming up" to the stock, and the Mad Money host replied:
That last quarter was good. I was surprised… It looks like they're going to make it, and if they're going to make it, then the stock goes higher. By the way, I'm going to give you a twofer, I like Tesla today. Okay, those who don't like Tesla, they can come see me, and…. Those are the same people who'll probably short Intel.
2 months ago
Shipping a product people love and running a company that makes money are two different jobs. One earns applause. The other earns a line on the balance sheet, and the two rarely arrive in the same week.
Rivian spent years selling the idea that it could become the next great American carmaker. Its trucks won awards. Its brand built a following most legacy automakers would envy. Amazon (AMZN) placed a large delivery van order and an early equity bet. For a company that has never posted an annual profit, the entire story rested on one promise, that a cheaper, higher volume vehicle would finally turn all that attention into earnings.
That vehicle is the R2, a midsize sport utility vehicle (SUV) built around a promised base price near $45,000 that began reaching buyers in June 2026. It is the most important launch Rivian has ever attempted. Which is what makes the timing of the next move so jarring.
Rivian laid off hundreds of workers on Tuesday, June 16, roughly one week after the first R2 deliveries. The cuts touched less than 2% of its workforce and fell mostly on service and customer teams. Rivian said it had "restructured a handful of teams" as it works to scale the business profitably, according to CNBC.
The size of the cut is small. The signal is not. Rivian employed 15,232 people at the end of last year, so less than 2% works out to up to roughly 300 jobs, according to Electrek.
Rivian spent years selling the idea that it could become the next great American carmaker. Its trucks won awards. Its brand built a following most legacy automakers would envy. Amazon (AMZN) placed a large delivery van order and an early equity bet. For a company that has never posted an annual profit, the entire story rested on one promise, that a cheaper, higher volume vehicle would finally turn all that attention into earnings.
That vehicle is the R2, a midsize sport utility vehicle (SUV) built around a promised base price near $45,000 that began reaching buyers in June 2026. It is the most important launch Rivian has ever attempted. Which is what makes the timing of the next move so jarring.
Rivian laid off hundreds of workers on Tuesday, June 16, roughly one week after the first R2 deliveries. The cuts touched less than 2% of its workforce and fell mostly on service and customer teams. Rivian said it had "restructured a handful of teams" as it works to scale the business profitably, according to CNBC.
The size of the cut is small. The signal is not. Rivian employed 15,232 people at the end of last year, so less than 2% works out to up to roughly 300 jobs, according to Electrek.
2 months ago
Lockup Expirations Hurt Speculative Stocks More
The irony: the date is printed in the prospectus months ahead, yet retail investors get blindsided every time.
When a high-momentum stock hits its lockup expiration, two things collide: a surge in available supply and a pool of early holders sitting on large unrealized gains. The result is rarely orderly.
Palantir is the cleanest example. Retail enthusiasm drove the stock from $10 to levels near $40 between its September 2020 listing and February 2021. When the lockup expired, insiders, including Peter Thiel, sold tens of millions of shares into that premium. The stock fell 13% in a single session and spent months recovering. Rivian (RIVN) dropped about 20% in one day after Ford (F) disclosed it would sell its stake at the 180-day mark. Uber (UBER) hit an all-time low on its expiration date, down 40% from its IPO price. Even Snowflake, which used a staggered schedule, still dropped roughly 11% over its final expiration week. The pattern holds across cases: the higher the speculative premium at IPO, the more painful the expiration tends to be.
What ****** eX Is Doing Differently
The irony: the date is printed in the prospectus months ahead, yet retail investors get blindsided every time.
When a high-momentum stock hits its lockup expiration, two things collide: a surge in available supply and a pool of early holders sitting on large unrealized gains. The result is rarely orderly.
Palantir is the cleanest example. Retail enthusiasm drove the stock from $10 to levels near $40 between its September 2020 listing and February 2021. When the lockup expired, insiders, including Peter Thiel, sold tens of millions of shares into that premium. The stock fell 13% in a single session and spent months recovering. Rivian (RIVN) dropped about 20% in one day after Ford (F) disclosed it would sell its stake at the 180-day mark. Uber (UBER) hit an all-time low on its expiration date, down 40% from its IPO price. Even Snowflake, which used a staggered schedule, still dropped roughly 11% over its final expiration week. The pattern holds across cases: the higher the speculative premium at IPO, the more painful the expiration tends to be.
What ****** eX Is Doing Differently
2 months ago
Is RIVN a good stock to buy? We came across a bullish thesis on Rivian Automotive, Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on RIVN. Rivian Automotive, Inc.'s share was trading at $16.95 as of June 1st.
Rivian Automotive, Inc., together with its subsidiaries, develops, manufactures, and sells category-defining electric vehicles. RIVN is emerging from a pivotal period with what appears to be its strongest operating position since going public.
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The company delivered its largest quarterly EPS beat to date in Q1 2026, reporting a loss of $0.33 per share versus expectations of $0.60, while also growing deliveries 20% year-over-year, receiving a $1 billion investment from Volkswagen, securing a 50,000-vehicle autonomous mobility agreement with Uber, beginning saleable R2 production, and restructuring its Department of Energy loan facility.
Rivian Automotive, Inc., together with its subsidiaries, develops, manufactures, and sells category-defining electric vehicles. RIVN is emerging from a pivotal period with what appears to be its strongest operating position since going public.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
The company delivered its largest quarterly EPS beat to date in Q1 2026, reporting a loss of $0.33 per share versus expectations of $0.60, while also growing deliveries 20% year-over-year, receiving a $1 billion investment from Volkswagen, securing a 50,000-vehicle autonomous mobility agreement with Uber, beginning saleable R2 production, and restructuring its Department of Energy loan facility.
