Automakers, airlines, ride-hailing, logistics, shipping, electric vehicles, and the transportation economy.
The U.S. Army has named Ford to compete for the heavy-duty infantry squad vehicle, an effort aimed at replacing or modernizing tactical ground fleets. General Motors is also reported to be in the running, setting up a major competition for defense manufacturing capacity and long-term sustainment work.
THE APEX TIMES
THE APEX TIMES
Wall Street analyst Gene Munster said a separation of Tesla’s China business could make a merger with SpaceX easier to contemplate, according to a report cited by Yahoo Finance. Tesla has not announced any such plan.
THE APEX TIMES
A Yahoo Finance market update says Elon Musk responded to a prominent report involving Tesla, adding uncertainty about how the company’s broader ambitions may be affected.
THE APEX TIMES
A fresh market discussion frames Rivian as an EV candidate for the long-term “category leader” role, but argues it lacks the track record and operating consistency that made Tesla the benchmark.
THE APEX TIMES
A preview ahead of Uber’s second-quarter report points to expanding bookings and continued robotaxi deployment efforts, but it flags tariffs, fuel costs, and intensifying competition as factors that could cloud results.
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An analysis cited by TechCrunch and Hudson Labs suggests the two largest U.S. automakers have been scaling back how often they mention electric vehicles on earnings calls, returning closer to pre-pandemic language levels.
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A report from Yahoo Finance says Tesla may have mapped out options to restructure or sell its China business under an extreme geopolitical scenario. The disclosure, if accurate, highlights how far automakers are planning for political risk as well as market demand.
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A report says complaints described a component detaching without warning, as the company faces a growing safety review involving 1.2 million vehicles.
THE APEX TIMES
The reported review comes as investors scrutinize how the EV maker organizes assets across markets and manages exposure to China’s fast-changing auto landscape.
