On the Dash:
Potential defense contracts could shift production priorities and impact vehicle supply.
Increased government demand may tighten supply chains already under pressure.
Automaker diversification into defense could influence...
On the Dash:
A portfolio refresh signals a consistent pipeline of updated trucks and electrified models through 2029.
Expanded software and OTA capabilities will increase focus on digital services and...
On the Dash:
Tesla’s software-driven model highlights the growing importance of recurring revenue streams like FSD subscriptions.
AI and software capabilities are emerging as key differentiators in the EV market.
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On the dash:
Affordability improved for the fifth straight month, driven by income growth, steady pricing and higher incentives.
Median income gains reduced the weeks needed to buy a new...