Tesla narrowly returned to positive free cash flow and improved its margin, but AI capex remains intense and pricing is suffering. By Will Girling Tesla […]
Tag: Will Girling
GM tightens full-year guidance; tough Q4 ahead
GM exceeded analyst expectations once again, but its tightened guidance range indicates that a difficult final quarter is approaching. By Will Girling In the third […]
US BEV market: Tesla takes a bigger slice from a smaller pie
Tesla has tightened its grip on US electric vehicle sales, though overall demand still trails its 2023/24 peak. By Will Girling Battery electric vehicle (BEV) […]
Tesla output to recover in 2026, with sluggish future ahead
Tesla is likely to manage a solid recovery after 2025, though its product portfolio doesn’t provide much room for further growth over the next five […]