EV Stocks Today (Dec. 17, 2025): Tesla Slides After Record High, QuantumScape’s Automaker Deal Steals the Spotlight, Ford Signals EV Pullback

Electric vehicle stocks ended the Wednesday session with a familiar late‑2025 feel: big headlines, bigger volatility, and a market backdrop that made growth names hard to hold into the close. The broader selloff in tech—driven by renewed anxiety around expensive AI trades—pulled down several EV-linked stocks, especially those that investors increasingly treat as “AI adjacency” plays. AP News+2The Wall Street Journal+2

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

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 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
General Motors (GM) Stock News, Forecasts and Analyst Outlook (Dec. 16, 2025): Price Targets Rise as Detroit Rewrites the EV Playbook

General Motors (GM) Stock News, Forecasts and Analyst Outlook (Dec. 16, 2025): Price Targets Rise as Detroit Rewrites the EV Playbook

Updated Tuesday, December 16, 2025 — General Motors Company stock is in the spotlight today as Wall Street digests a fast-changing U.S. policy backdrop for electric vehicles, fresh analyst price-target hikes, and new signals that legacy automakers are prioritizing near-term profitability over all‑in EV expansion. Reuters
EV Stocks Today: Tesla Near Record High on Driverless Robotaxi Tests as Ford’s $19.5B EV Reset and a Charging Lawsuit Jolt the Sector (Dec. 16, 2025)

EV Stocks Today: Tesla Near Record High on Driverless Robotaxi Tests as Ford’s $19.5B EV Reset and a Charging Lawsuit Jolt the Sector (Dec. 16, 2025)

Electric vehicle stocks are trading on a split screen Tuesday, December 16, 2025: Tesla is climbing toward record territory on fresh robotaxi momentum, while much of the broader EV ecosystem—from early-stage automakers to charging names—faces a tougher tape as investors digest a major Ford strategy pivot, policy uncertainty around charging buildouts, and rate-sensitive market moves following the delayed U.S. jobs report.
GM Stock Near Record Highs After Wave of Upgrades: Price, Forecast & Outlook for General Motors (NYSE: GM) – December 2025

GM Stock Near Record Highs After Wave of Upgrades: Price, Forecast & Outlook for General Motors (NYSE: GM) – December 2025

General Motors Company stock has ripped higher into December 2025, breaking through a series of fresh highs as Wall Street turns more bullish on the Detroit automaker. Since November 21, 2025, GM shares have climbed roughly 15%, capping a rally that has delivered around 40–60% gains over the past year, depending on the time frame used. Simply Wall St+3StockAnalysis+3TipRanks+3
11 December 2025
Car, Motorcycle and EV Stocks After the Bell on December 10, 2025: GM Hits Records, Tesla Balances AI Hype and EV ‘Winter’ Fears

Car, Motorcycle and EV Stocks After the Bell on December 10, 2025: GM Hits Records, Tesla Balances AI Hype and EV ‘Winter’ Fears

The auto and EV complex delivered a sharply mixed picture by the end of trading on Wednesday, December 10, 2025. While legacy car giant General Motors pushed to a fresh all‑time high and Toyota climbed on activist interest, pure‑play EV names such as Rivian and Lucid remained volatile as investors weighed talk of an “EV winter,” waning tax incentives, and looming policy shifts in Europe. Investing.com+2Stocktwits+2
EV Stocks Today: Morgan Stanley Warns of an ‘EV Winter’ as Tesla, Rivian and Lucid Slide (December 8, 2025)

EV Stocks Today: Morgan Stanley Warns of an ‘EV Winter’ as Tesla, Rivian and Lucid Slide (December 8, 2025)

As trading rolls through Monday, December 8, 2025, electric‑vehicle stocks are back in the spotlight — and not in a good way. A sweeping call from Morgan Stanley’s new auto analyst is rippling across the sector, sending Tesla, Rivian and Lucid lower and raising fresh questions about how fast the EV transition will really play out. Investing.com
GM Stock (NYSE: GM) Near 52‑Week High: What December 6, 2025 News Means for the 2026 Outlook

GM Stock (NYSE: GM) Near 52‑Week High: What December 6, 2025 News Means for the 2026 Outlook

Detroit – December 6, 2025 — General Motors Company has powered into December trading near its 52‑week high after a blowout third quarter, aggressive restructuring of its electric‑vehicle plans, and a revived autonomy push led by a “Silicon Valley cowboy.” Investors are now trying to decide whether the stock’s rally still has room to run — or if expectations have sprinted ahead of fundamentals.
7 December 2025
Battery Prices Plunge as Grid Storage Smashes 2025 Goals and U.S. Innovation Accelerates

Battery Prices Plunge as Grid Storage Smashes 2025 Goals and U.S. Innovation Accelerates

As of December 6, 2025, batteries have moved from the margins of the power system to center stage. Prices are falling faster than expected, grid‑scale storage has already blown past its 2025 deployment target, and new mega‑projects announced today—from the U.S. to Angola and Uzbekistan—show how rapidly batteries are reshaping the world’s electric grids. At the same time, U.S. automakers and researchers are racing to commercialize next‑generation chemistries that could push costs even lower.
6 December 2025
Trump Rolls Back Biden Fuel Economy Rules: What New CAFE Standards Mean for Gas Prices, EVs and the Climate

Trump Rolls Back Biden Fuel Economy Rules: What New CAFE Standards Mean for Gas Prices, EVs and the Climate

President Donald Trump has unveiled a sweeping proposal to roll back U.S. fuel economy standards for cars and trucks, marking one of the most consequential reversals yet of the Biden administration’s climate and transportation agenda. Announced on December 3, 2025, at a White House event with executives from Ford, General Motors and Stellantis, the plan would sharply weaken federal Corporate Average Fuel Economy rules and ease the path for gas-powered vehicles for at least the next decade. The Washington Post+1
GM Stock Skyrockets 7% as Earnings Beat, EV Strategy U-Turn Fuel Rally

GM Slashes 1,700 EV Jobs, Cites Trump Policy Shift – Investors Cheer Cost Cuts

General Motors confirmed sweeping layoffs this week across its electric vehicle operations in Michigan, Ohio and Tennessee, marking one of the auto industry’s starkest retreats from aggressive EV expansion. The company said it will eliminate approximately 1,700 jobs as it idles surplus production capacity. The heart of the cuts is at GM’s Detroit-Hamtramck “Factory Zero” assembly plant – an all-EV factory that builds the Chevy Silverado EV and other electric pickups – which will scale down to a single daily shift starting in Januaryreuters.com. About 1,200 workers at the Detroit plant will lose their jobs as the site consolidates operations to one shift from twodailyvoice.com. In addition, GM is indefinitely cutting 550 positions at its Warren, Ohio battery cell facilitydailyvoice.com.
29 October 2025
Tesla’s ‘Affordable’ EV Gamble Backfires – Stock Sinks as Cheaper Models Disappoint Investors

Car Stocks Whipsaw on Earnings Surprises and EV Jitters – Oct. 29 Update

Automaker stocks are on a rollercoaster this week as investors digest third-quarter earnings and shifting trends in the car industry. As of Oct. 29, major car stocks are showing divergent moves. On Wall Street, Tesla is trading around $460 per sharenasdaq.com after a post-earnings pullback, while Ford hovers in the mid-$12 range after a late-week surgets2.tech. General Motors is holding near multi-month highs following its big rally on an upward forecast revisionreuters.com. In Asia, BYD in Hong Kong is around HK$105 after a recent slidereuters.com, and Japan’s Toyota just closed above $209 on the NYSE, a fresh 12-month peakmarketbeat.com. Overall, auto stocks are responding sharply to earnings surprises, policy changes, and the evolving electric vehicle outlook.
GM Stock Soars 19% on Surprising Earnings Beat – What’s Driving the Rally?

GM Stock Soars 19% on Surprising Earnings Beat – What’s Driving the Rally?

GM stock surged about 19% in the week ending Oct 24, 2025, closing at roughly $69.66 gmauthority.com, its highest level ever. This jump came after General Motors’ strong third-quarter earnings and upbeat guidance reuters.com news.gm.com. Management raised full-year profit forecasts and lowered projected tariff costs to $3.5–4.5 billion reuters.com reuters.com. Analysts have responded positively: TD Cowen raised its 12-month price target to $100 marketbeat.com, and others like Wedbush and Citigroup lifted targets to ~$75 marketbeat.com. GM also announced a Q4 dividend and continues large share buybacks nasdaq.com. The stock rally reflects not just GM’s results but a broader industry boost – rival Ford jumped ~16% on the week gmauthority.com, and Tesla’s shares have also been volatile amid the EV race.
Ford (F) Stock Plunges After Supplier Fire and EV Slump — Can It Rebound?

Ford’s Wild Stock Ride: $1B Fire, Tariffs & EV Woes Rock Investors

In the days leading up to Oct. 23, Ford’s news cycle was dominated by mixed developments. A mid-September fire at a Novelis aluminum plant is expected to shave $0.5–$1 billion off Ford’s 2025 profitts2.tech. When this hit became public, Ford’s stock plunged ~6–7% on Oct. 7, briefly dipping from the high-$12s into the high-$11sts2.tech. However, value investors quickly stepped in, and by mid-October the shares had recovered to around $11.90ts2.tech. By Oct. 23 the stock was “essentially flat” versus a week prior, holding in the mid-$11sts2.tech.
GM Stock Skyrockets 15% on Earnings Beat – EV Pivot & Tariff Tailwinds

GM Stock Skyrockets 15% on Earnings Beat – EV Pivot & Tariff Tailwinds

General Motors stunned investors with better-than-expected third-quarter 2025 results, triggering a huge stock pop. GM reported $2.80 adjusted EPS on roughly $48.6 B in revenue ts2.tech. The market had feared a big hit from tariffs and slowing demand, but GM’s cost controls and premium pricing offset lower volumes. After the results, GM raised its full-year guidance sharply – now forecasting $9.75–$10.50 EPS and $12–$13 B EBIT for 2025 ts2.tech. Analysts note GM achieved this by “delivering on commitments” and finding efficiencies even amid market shifts ts2.tech.