EV Stocks Today (Dec. 17, 2025): Tesla’s California Autopilot Case, Ford’s $6.5B Battery Deal Exit, and Fresh Catalysts for EVgo, QuantumScape, Rivian, and Lucid
NEW YORK — Wednesday, December 17, 2025 — U.S.-listed EV stocks are trading on a mix of regulatory headlines, shifting policy risk, and company-specific catalysts that are widening the gap between winners and laggards. Tesla remains the sector’s main gravity well as investors weigh a California Department of Motor Vehicles (DMV) action tied to “Autopilot” marketing—while also continuing to price in Tesla’s robotaxi ambitions. Meanwhile, Ford’s decision to cancel a multibillion-dollar battery supply agreement adds to the narrative of an industry retrenchment in EV investment, even as charging-network operators and battery-tech names chase cost reductions and new partnerships. Reuters+1 EV stocks in