EV Stocks News Today (Dec. 20, 2025): Tesla Delivery Forecasts, Rivian’s AI Pivot, and Policy Shifts Reset the 2026 Outlook
Electric vehicle (EV) stocks are closing out 2025 in a market that looks nothing like the “straight-line adoption” story many investors priced in just a couple of years ago. The headlines on Dec. 20 span corporate governance at Tesla, a renewed autonomy narrative at Rivian, and fresh uncertainty around incentives and regulation in both the U.S. and Europe—each with real implications for margins, volumes, and valuation multiples going into 2026. The Verge+3Reuters+3InsideEVs+3 The throughline is clear: EV stocks are increasingly trading less on “EV penetration” alone and more on (1) software and autonomy optionality, (2) policy and tariff risk, and