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Electric Vehicles 23 February 2026 - 13 March 2026

Rivian (RIVN) Assigned $23 Price Target, Software Strength Supports Margins
Tesla Faces Fresh Robotaxi Pressure as Zoox Expands and Safety Scrutiny Builds

Tesla Faces Fresh Robotaxi Pressure as Zoox Expands and Safety Scrutiny Builds

Tesla’s ambitions for its robotaxi business are facing a sharper test, as Amazon’s Zoox announced plans to take its autonomous vehicle pilots into Dallas and Phoenix. That ramps up the pressure on Tesla to show it can scale beyond Austin. The timing coincides with U.S. auto-safety regulators convening a national forum Tuesday to hash out standards for monitoring and measuring driverless tech. Waymo, for its part, is running close to 400,000 rides each week and claims 200 million autonomous miles. Zoox, meanwhile, has tallied up more than 1 million self-driven miles and carried 300,000 riders.
UK car sales hit best February since 2004 — but EV demand is now a third behind the 2026 target

UK car sales hit best February since 2004 — but EV demand is now a third behind the 2026 target

UK new car registrations climbed 7.2% in February, hitting 90,100 units—marking the most active February since 2004, according to the Society of Motor Manufacturers and Traders on Thursday. Battery electric vehicles accounted for 24.2% of those registrations, though the year-to-date figure sits around 22%, trailing the 33% required by 2026. “EV uptake must accelerate rapidly,” said SMMT chief executive Mike Hawes.
NIO stock gets a demand jolt as Deutsche Bank flags 2026-high orders

NIO stock gets a demand jolt as Deutsche Bank flags 2026-high orders

Nio’s weekly new orders in China climbed to roughly 3,500 units in early March—its strongest single-week figure of 2026 so far, Deutsche Bank analyst Wang Bin’s team said Wednesday, citing checks with dealers. The team also noted ES8 wait times have dropped sharply. March promotions, including low-interest loans stretching up to seven years and a 10,000 yuan purchase-tax subsidy on the flagship SUV, are in effect, per CnEVPost.
Tesla’s EU carbon-credit pool just lost Stellantis, Toyota and Subaru for 2026, filings show

Tesla’s EU carbon-credit pool just lost Stellantis, Toyota and Subaru for 2026, filings show

Stellantis, Toyota, and Subaru are absent from Tesla’s 2026 carbon-credit pool, according to an EU filing dated Feb. 27, which means they’re not teaming up with other carmakers to jointly meet the bloc’s CO2 limits for that year. Last year, though, all three were in Tesla’s 2025 pool, along with Ford, Mazda, Honda, Suzuki, and Leapmotor—Stellantis’ electric-vehicle partner. Stellantis said it’s “not currently participating” but isn’t ruling out joining down the line. For Toyota, a Europe spokesman said it’s still too soon to say whether pooling will be necessary. Toyota continues to hold a 21% stake in Subaru, adding a layer of complexity. There’s also the question of how Stellantis will factor in Leapmotor’s EV sales for EU targets.
Tesla stock price ahead of the bell: France and Norway data improve, Cybertruck price rises

Tesla stock price ahead of the bell: France and Norway data improve, Cybertruck price rises

Tesla drew attention ahead of Monday’s open, with fresh February registration figures pointing to market share gains for the carmaker in France and Norway—a rare positive for the company after two consecutive years of falling European sales. French registrations jumped 55%, Norway saw a 32% increase, while Denmark recorded a decline of 18%, down to just 419 vehicles. Numbers from Italy and Spain were expected later in the day. Tesla shares finished Friday at $402.51, down 2.9%, putting the company’s market cap near $1.43 trillion.
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Today’s highest-ranked model selections.

#1 STRONG BUY

Taiwan Semiconductor

NYSE: TSM 96 / 100
#2 BUY

AerCap

NYSE: AER 95 / 100
#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
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Walt Disney

NYSE: DIS 90 / 100
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American International Group

NYSE: AIG 87 / 100
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