Tesla winds down Cybertruck as automakers pivot to smaller, cheaper electric vehicles

Timeline newest first

1. Nov 14, 2026Tesla plans to end Cybertruck production at its Texas Gigafactory in 2027, with Ford planning to launch its sub-$30,000 Fathom electric pickup the same year.
2. Nov 14, 2026Slate is launching a sub-$25,000 electric pickup that can be converted to an SUV, and Rivian has teased a smaller R3 electric SUV.
3. Nov 13, 2026Three days after a historic 'blue wave' in the midterm election, Elon Musk announced that Tesla would end Cybertruck production the following year.
4. Nov 13, 2026Tesla sold 70,000 Cybertrucks in three years, losing $1.9 billion in the process, according to figures cited in the report.
5. Nov 13, 2026Troy Meekhof launched a mostly symbolic petition urging Tesla to reconsider eliminating the Cybertruck; it has gathered more than 5,000 signatures.
6. Nov 13, 2026Tesla discontinued its Model S and Model X earlier in 2026, and continues to accept Cybertruck orders only for the $109,990 Cyberbeast.
7. Nov 12, 2026Elon Musk decided to wind down Cybertruck production by the end of summer 2027, extending the original plan to start in spring 2027.
8. Nov 12, 2026Musk said Tesla will keep building the Cybertruck through the end of summer 2027, a few months past the mid-2027 shutdown he announced on November 6.
9. Nov 12, 2026Kelley Blue Book counted 20,237 US Cybertruck sales in 2025, down 48 percent from 38,965 in 2024.
10. Nov 10, 2026Toyota introduced the Scion KEI-01, a tiny Kei-inspired pickup, to go on sale in the United States in 2027, assembled in Indiana as a 25 mph low-speed vehicle.
11. Nov 8, 2026Tesla announced on Friday it is discontinuing the Cybertruck three years after its debut, having sunk about $2 billion into the truck.
12. Nov 7, 2026Cybertruck sales fell another 28 percent in the first nine months of 2026; the truck has faced 11 recalls since its launch.
13. Nov 6, 2026Tesla's stock rose about 5 percent on the Friday morning of the Cybertruck announcement.
14. Nov 6, 2026Elon Musk's SpaceX bought Cybertrucks worth $131 million from Tesla in 2025, according to its IPO filing.
15. Nov 6, 2026Tesla shares dropped 11 percent in the week of the announcement, cutting $113 billion from the paper value of Musk's fortune.
16. Nov 6, 2026Cox Automotive counted Cybertruck sales falling to 3,519 units in the first quarter of 2026.
17. Nov 5, 2026Ford sold no F-150 Lightnings in October 2026, down from 1,543 a year earlier, after the end of the $7,500 federal EV tax credit.
18. Sep 10, 2026Ford discontinued the F-150 Lightning and announced the Fathom, a midsize electric pickup starting at $28,350, for early 2027, plus an extended-range pickup.
19. Dec 15, 2025Ford announced about $19.5 billion in special charges as it canceled next-generation large electric trucks and refocused on hybrids.
20. Dec 15, 2025Ford announced ending current-generation F-150 Lightning production, shifting the next Lightning to an extended-range design, and launching a battery energy storage business.

Sources newest first

• The death of the Cybertruck is actually great news for the electric vehicle marketmotherjones.com· 9h

  A WIRED Climate Desk piece argues Tesla's Cybertruck is dying — production ends at the Texas Gigafactory in 2027 — and that's good news, signaling the era of big electric trucks is waning. It points to canceled EV incentives under Trump, and smaller, cheaper models coming: Ford's sub-$30,000 Fathom, Slate's sub-$25,000 pickup, and Rivian's slimmed-down R3.
• Farewell, Cybertruck: why the winding down of the ‘Maga hat on wheels’ is a sign of the timestheguardian.com· 34h

  A Guardian article casts Tesla's winding down of Cybertruck production as the fitting end of an era, noting that three days after the midterm "blue wave" Elon Musk announced the truck's end despite once predicting 250,000 sales a year. The piece says the eccentric, overhyped truck became a "Maga hat on wheels" and a stand-in for Musk himself, dogged by recalls, weak sales, and a $1.9bn loss.
• ‘Call Him Out’: Cybertruck Loyalists Are in Mourning—and They Want Answers From Elon Muskwired.com· 35h

  WIRED's Miles Klee reports that Cybertruck loyalists are mourning after Elon Musk announced on X that Tesla would halt Cybertruck production at Gigafactory Texas around mid-year, supposedly to make way for self-driving Cybercabs. Owners like Michael Goldman and Troy Meekhof, whose petition to save the truck has drawn over 5,000 signatures, feel betrayed and want answers, while industry observers cite weak sales, recalls, and Musk's MAGA politics as possible reasons.
• ‘The end of Tesla!’: Cybertruck diehards turn on Elon Musk after he pulls the plugtheverge.com· 2d

  The Verge's Andrew J. Hawkins reports that Elon Musk is winding down Tesla Cybertruck production by the end of summer 2027, leaving Tesla with only the Model 3 and Model Y, and that the decision has sparked rare backlash from Cybertruck diehards. Fans like Troy Meekhof and @TeslaXplored vent on YouTube and X that Tesla never truly committed to the truck and is sacrificing consumer cars for a constrained Cybercab future, while Musk insists the Cybertruck order rate far exceeds production and predicts Cybercab will dominate passenger miles wherever it is legal.
• Elon Musk Just Ended the Cybertruck. Will He Kill the Model 3 Next?247wallst.com· 2d

  A 247wallst.com article by Jeremy Phillips reports that Elon Musk has ended three of the five cars Tesla sells in one year, with the Cybertruck the third — it will keep being built through summer 2027 before its Gigafactory Texas line goes to the two-seat Cybercab — and argues on Musk's own logic that the Model 3, which outsells every other Tesla but the Model Y, is the next candidate. The piece also walks a hypothetical retired couple with a $390,840 Tesla stake through trimming shares under the 0% federal capital-gains rate, and advises sizing a 12.6% Tesla position if the company's future is two cars and a robot.
• Toyota Sees a U.S. Future for Tiny Trucks With a Devoted Followingnytimes.com· 4d

  The New York Times reports that Toyota is reviving its shuttered Scion brand to sell the KEI-01, a tiny Japanese Kei-inspired pickup, in the United States in 2027, assembled in Indiana with a right-hand drive and a capped 25 m.p.h. "low speed" classification, its price unannounced. President Trump called Kei vehicles "really cute" in 2025, enthusiasts import 25-year-old ones under a legal exemption, and start-ups like Slate, TELO, and Ford's $30,000 Fathom are also chasing smaller, cheaper trucks.
• Our Art Correspondent Weighs In on Elon Musk’s Cybertruck: Dumb, Ugly, and Mercifully Deadvanityfair.com· 5d

  Vanity Fair art correspondent Nate Freeman greets Tesla's plan to wind down Cybertruck production around mid-2027 with relief, calling the truck the most hated car in America and Elon Musk's statue to his own insecurities. He traces the vehicle from its shattering 2019 unveiling through rapper embrace, vandalism after Musk's DOGE years, and a fatal Las Vegas explosion, arguing Musk's right-wing turn doomed what ridicule alone could not.
• Tesla Didn't Make Enough Cybertrucks247wallst.com· 5d

  Douglas A. McIntyre writes at 247wallst.com that Elon Musk says Cybertruck manufacturing will end in spring 2027, and attributes the end to low demand, citing Kelley Blue Book's figure of 20,237 US sales in 2025, down 48% from 2024. He forecasts the discontinued pickup's supply will fall short of renewed demand, pushing prices up.
• Tesla Announces It Will Discontinue the Cybertruck, a Culture War on Wheelsnytimes.com· 6d

  The New York Times reports that Tesla announced on Friday it is discontinuing the Cybertruck three years after its debut, having sunk about $2 billion into a truck built for a plant meant to make 250,000 a year but produced only a tenth of that. The article traces the flop to broken promises, mockery, and Elon Musk's politics, while owners like Matt Holm still call it art.
• Ford Follows Customers to Drive Profitable Growth; Reinvests in Trucks, Hybrids, Affordable EVs, Battery Storage; Takes EV-Related Chargesford.com

  Ford announced on December 15, 2025 a sweeping shift of its Ford+ plan: it is dropping select larger EVs including the current F-150 Lightning, pivoting the next Lightning to an extended-range design, building new gas and hybrid trucks and vans, and launching a battery energy storage business, while taking about $19.5 billion in EV-related special items. The company raised its 2025 adjusted EBIT guidance to about $7 billion, expects Ford Model e to reach profitability by 2029, announced an EV partnership with Renault, and plans to hire thousands of U.S. employees.
• Tesla to End Cybertruck Production After Safety Recalls and Falling Sales | Law Commentarylawcommentary.com· 7d

  Law Commentary's November 6, 2026 article reports Elon Musk's announcement that Tesla will wind down Cybertruck production at its Texas factory around mid-2027, shifting capacity to the Cybercab robotaxi. U.S. sales fell 48% in 2025 and 28% more in 2026's first nine months, the truck has faced 11 recalls, and lawsuits over the 2024 Piedmont crash allege defective doors trapped victims.
• In Memoriam: The Cybertrucknewrepublic.com· 7d

  Jessica M. Goldstein's satirical New Republic column bids farewell to the Cybertruck as Musk announces production is winding down, surveying its record recalls, deadly fires, and collapsing sales alongside Musk's $500 million midterm loss and Democrats' sweep of Texas statewide offices. Joking that the truck is "toxic masculinity" in physical form and a hammerhead shark that is also a microwave, she calls it dangerous by design and cheers Musk's defeat.
• Tesla hits the brakes on Cybertruck productionyoutube.com· 7d

  KRON 4 reports that Tesla CEO Elon Musk says Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of next year to make room for the driverless Cyber Cab, ending a truck launched with fanfare in 2019. Analyst Edward Nemier calls sales — about 77,000 units against over a million claimed pre-orders, with some eight recalls in its first year — an absolute underperformance, and says cutting the truck is Tesla's smartest move.
• Goodbye to Musk’s weird Cybertruckdailykos.com· 8d

  A Daily Kos news article by Walter Einenkel reports that Elon Musk announced on Friday, 6 November 2026, that Tesla will wind down Cybertruck production around mid-2027 to make room for Cybercab; the truck was plagued by recalls and its windows famously broke at the 2019 launch, and Einenkel estimates it cost Tesla about $1.9 billion on $2 billion in research and development after selling only 70,000 units. Einenkel calls the truck one of the biggest automotive flops in recent memory and a humiliated Musk a con man and hype man whose political meddling has dragged down the Tesla brand.
• Tesla Is Ending Production of Its Cybertruck and Refocusing on the Cybercabnytimes.com· 8d

  The Times reports Tesla is winding down Cybertruck production at its Austin factory, which drew nearly 46,000 recalls and whose U.S. sales fell about 48 percent last year by Kelley Blue Book's count, to refocus on the Cybercab, a two-passenger autonomous vehicle meant to rival Waymo. Elon Musk once said he expected 250,000 Cybertruck sales a year.
• Tesla pulls the plug on Cybertruck productionctvnews.ca· 8d

  A Reuters report on CTV News says Elon Musk announced Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to make room for increased output of its newly launched Cybercab robotaxi. Tesla sold only 20,237 Cybertrucks in the U.S. in 2025, down 48 per cent from 2024, and the announcement came at the end of a bruising week for Musk after his midterms spending flopped.
• From the very beginning, the Cybertruck was a Texas-sized disasterchron.com· 8d

  A Chron article by Gwen Howerton argues Tesla's Cybertruck was an overpromised dud, recalling its polarizing 2019 unveiling, the shattered demo window, its limited 2023 production, and weak sales against Ford's F-Series. Elon Musk says on X that production will wind down at Gigafactory Texas around mid-2027 for Cybercab production, while lead engineer Wes Morrill calls it an incredible development platform.
• Farewell To The Cybertruck, A Total Failure | Defectordefector.com· 8d

  Albert Burneko's Defector column bids a gleeful farewell to the Tesla Cybertruck, casting it alongside the Edsel and DeLorean as a historic emblem of failure and arguing Musk's claim that winding down production frees Gigafactory Texas for the Cybercab is a heap of bullshit. He notes the truck reportedly had capacity for 250,000 units a year but will sell under half that over its run should production end in 2027, as Musk said in a tweet he deems essentially without truth value.
• Musk says Tesla to wind down polarising Cybertruck production as sales lagaljazeera.com· 8d

  Al Jazeera and Reuters report that Elon Musk says on X that Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to make room for increased Cybercab production, the robo-taxi model Tesla launched. Sales fell from about 38,965 Cybertrucks in 2024 to 20,237 in 2025, and the truck became a symbol of opposition to Musk, who nonetheless called it "the best vehicle Tesla has ever made".
• Tesla’s Cybertruck heads for an exit after years of hype and divisionapnews.com· 8d

  An AP article reports Elon Musk announced Cybertruck production at Tesla's Austin-area plant will wind down by mid-2027, freeing capacity for the Cybercab robotaxi. It recounts the truck's 2019 unveiling with shattered "unbreakable" glass, unmet sub-$40,000 pricing, sliding sales, and the political backlash that made the vehicle a symbol.
• RIP Cybertruck. You Were Unloved, Unwanted, and Utterly Absurdwired.com· 8d

  A WIRED article by Jeremy White recounts Elon Musk's announcement on X that Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to make room for the Cybercab, which Musk says is about focusing on the robotaxi rather than the truck's troubles. The piece catalogs the truck's rocky history: fewer than 50,000 sold by March 2025, recalls over accelerator pedals, trim panels, grease, and brake rotors, supposedly rusting stainless steel, and the 2019 launch where Musk's "unbreakable" windows smashed twice.
• Tesla to wind down Cybertruck production after years of poor sales in few marketsnbcnews.com· 8d

  A Reuters article carried by NBC News reports that Elon Musk said Tesla will wind down Cybertruck production at its Texas gigafactory around mid-2027, freeing capacity for the Cybercab, whose paid rides began in Austin in September 2026. Sales fell from 38,965 in 2024 to 20,237 in 2025 per Kelley Blue Book, far short of Musk's predicted 250,000 a year, and the truck never won European regulatory approval; Musk nonetheless called it the "best vehicle Tesla has ever made."
• Musk says Tesla will end Cybertruck production in 2027cbsnews.com· 8d

  Elon Musk said Tesla will wind down Cybertruck production at its Texas factory by mid-2027 to make room for its Cybercab self-driving taxi, whose production began in April with service in Austin in September. The boxy pickup, unveiled in 2019, faced quality problems and recalls, with sales falling to 20,237 in 2025 from 38,965 the year before, far below Musk's predicted 250,000.
• Musk says Tesla will wind down Cybertruck production in Texaswashingtonpost.com· 8d

  A Washington Post article by Victoria Craw reports that Elon Musk said Friday Tesla will wind down Cybertruck production at its Texas Gigafactory around mid-2027 to make room for Cybercabs, though he did not say whether production would cease or move. The article recounts the truck's troubled 2019 debut, delayed 2023 launch, and recalls.
• Tesla to wind down Cybertruck production in Texas next year to ramp Cybercab, Musk sayscnbc.com· 8d

  Elon Musk says Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to make room for increased Cybercab robotaxi output, though he says the Cybertruck fleet will be around a long time. Cox Automotive estimates 2025 U.S. Cybertruck sales fell 48% to 20,237 units, and CNBC notes the truck faced recalls and fell short of advertised specs.
• The Tesla Cybertruck Is Dead, And Woke 3 Killed It - Jalopnikjalopnik.com· 8d

  Jalopnik's Collin Woodard marks the death of the Tesla Cybertruck, joking that "Woke 3" — the November 2026 elections Republicans and Elon Musk lost, with Texas going blue — killed it, and quoting Musk's post that Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of 2027 to make room for Cybercabs. Woodard says interest fell quickly after launch, prices ended up far higher than buyers were told, and the truck lost an off-road comparison to a Ford F-150 after recalls over parts falling off and a frame that snapped in an off-road test.
• Tesla to wind down Cybertruck production as Elon Musk focuses on robotics and AItheguardian.com· 8d

  The Guardian reports that Elon Musk has announced Tesla will wind down Cybertruck production at its Texas factory around the middle of next year to make room for the Cybercab self-driving taxi and the Optimus robot, a move the paper calls the end of a failed effort to crack the US pickup market. It caps a tricky week for Musk, whose midterm-backed Republicans lost, whose fortune's paper value fell $113bn, and whose Tesla shares dropped 11%, despite his 2023 admission that "we dug our own grave with Cybertruck".
• Tesla Winding Down Production of Cybertruck, Musk Sayswsj.com· 8d

  The Wall Street Journal reports Elon Musk said on X that Tesla will wind down Cybertruck production at its Texas gigafactory in 2027 to make room for the self-driving Cybercab, as Musk pivots toward robotaxis and humanoid robots. The paper cites slow demand and recalls that tarnished the truck's reputation among fans.
• Tesla will stop making the Cybertruck in 2027 | TechCrunchtechcrunch.com· 8d

  TechCrunch reports that Tesla is winding down the Cybertruck after roughly three years and weak sales, with Elon Musk saying on X that production ends in 2027 and the factory space will go to Cybercab robotaxis. The article notes Tesla promised under $40,000 and 500-mile range in 2019 but launched at around $60,000, and that this is its third discontinued product amid an AI-and-robotics pivot.
• Tesla to end Cybertruck production as sales stall at ~10% of planelectrek.co· 8d

  Electrek reports that Elon Musk announced Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to make room for Cybercab production, with Electrek arguing the real reason is weak sales — roughly a tenth of the 250,000-unit line Tesla built, at about 30,000 trucks a year. The outlet adds the truck's math never worked, Musk's companies bought a notable share of US registrations, and a reader jokes $50 went into designing it.
• Tesla to wind down Cybertruck production after years of poor sales in few marketsyahoo.com· 8d

  A Reuters report on Yahoo Finance says Tesla will wind down Cybertruck production at its Texas gigafactory around mid-2027, a move Elon Musk says will free capacity for the Cybercab; the truck, mocked since its 2019 unveiling, sold only 20,237 units in the US in 2025, down 48% from 2024, per Kelley Blue Book. Musk calls it the "end of an era", while former Aston Martin CEO Andy Palmer says the statistics speak for themselves.
• Tesla's Cybertruck Is Dying247wallst.com· 8d

  A 24/7 Wall St. article argues Tesla's Cybertruck is dying, having run into the same problem as Ford's discontinued F-150 Lightning: buyers of full-sized pickups want gas power. It cites estimates of fewer than 45,000 Cybertrucks sold, analysts' warnings the end will ding deliveries, Tesla's discontinuation of the Model S and high-end Model Y, and Musk's robot-sales prediction that investors have met skeptically.
• RIP Cybertruck. Musk Says Tesla Winding Down Production Months After It Was Called The "Biggest Flop In Automotive History"247wallst.com· 8d

  A 247wallst.com article reports Elon Musk's November 6, 2026 announcement that Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to make room for more Cybercabs, months after publications called the truck the "biggest flop in automotive history." Cox Automotive counted sales falling from 38,965 in 2024 to 3,519 in the first quarter of 2026, and Bloomberg compared the truck's shortfall against its 250,000 annual target with the Edsel.
• Elon Musk appears to signal the end of the road for Cybertruckbbc.com· 8d

  BBC reports that Elon Musk appears to signal the end of the Cybertruck, saying Tesla will wind down production at its Texas factory in 2026 to make room for self-driving Cybercabs. The angular stainless-steel vehicle launched in 2023 after delays, faced recalls including one affecting over 46,000 trucks, and drew devoted fans and critics who called it "ugly as sin".
• Tesla: Elon Musk stellt Produktion des Cybertrucks einspiegel.de· 8d

  In a post on X, Elon Musk announces Tesla will wind down Cybertruck production at its Texas factory by mid-year, freeing capacity for the Cybercab robotaxi. SPIEGEL reports the 2023-launched truck never reached mass market, faced recalls, quality problems, and lacks EU approval; Cybertruck engineer Wes Morrill says it lives on in the Cybercab.
• F-150 Lightning Sales Drop To Zero247wallst.com· 9d

  A 24/7 Wall St. article reports that Ford sold no F-150 Lightning pickups in October 2026, down from 1,543 a year earlier, after the end of the $7,500 federal EV tax credit pushed EV sales down 30%. Douglas A. McIntyre calls the zero sales very good news, arguing Ford can focus on gas-powered vehicles and hybrids while F-Series sales rose 8.2%.
• Ford bids farewell to the F-150 Lightning as new Fathom and EREV pickups nearelectrek.co· 9w

  Electrek reports Ford has discontinued the F-150 Lightning, with its landing page saying the truck "redefined what a truck could be," and is turning to two successors: the Fathom, a midsize electric pickup starting at $28,350 that goes on sale in early 2027, and an EREV pickup whose gas generator Ford says will offer over 700 miles of range. CEO Jim Farley has called the EREV a "better solution" after saying $50,000–$80,000 EVs "just weren't selling."
• Ford to record $19.5 billion in special charges as it pulls back on EV planscnbc.com· 47w

  Ford announced roughly $19.5 billion in special charges, mostly in the fourth quarter, as it restructures and pulls back on all-electric vehicle investments — canceling next-generation large electric trucks, refocusing on hybrids, and converting the F-150 Lightning to an extended-range design. CEO Jim Farley said, "We evaluated the market, and we made the call," and Ford raised its 2025 adjusted EBIT guidance to about $7 billion.
• Ford Follows Customers to Drive Profitable Growthq4cdn.com· 47w

  Ford's news release of 15 December 2025 announces a redeployment of capital toward trucks, hybrids, affordable EVs and a new battery energy storage business: F-150 Lightning production has concluded, the next-generation Lightning shifts to an extended-range design that Doug Field says "tows like a locomotive," and Ford expects about $19.5 billion in special items, most in the fourth quarter of 2025. CEO Jim Farley calls the move "a customer-driven shift to create a stronger, more resilient and more profitable Ford," and Ford raised its 2025 adjusted EBIT guidance to about $7 billion.
• exhibit99todecember15202sec.gov· 47w

  Ford announced a series of actions to sharpen its Ford+ plan and redeploy capital toward profitable growth, including ending current-generation F-150 Lightning production, shifting to hybrids and extended-range EVs, and launching a battery energy storage business. The release also cites a Renault EV partnership, a $19.5 billion special-items charge, 2025 adjusted EBIT guidance of about $7 billion, and quotes from CEO Jim Farley and Doug Field.

Background newest first

• Elon Musk Just Put a $1 Trillion Chip Bill on Tesla's Table. That's a Warning for Anyone Holding 1,000 Tesla Shares247wallst.com· 3d

  247wallst.com's Jeremy Phillips warns that the $1 trillion Terafab chip plant Tesla and SpaceX are discussing in Grimes County, Texas, has no shareholder's name on it yet, as Musk's week of announcements — Cybertruck winddown and refunds, a moon factory, a Friday rocket catch — still sent the stock up 6%. Through a hypothetical Texas retiree holding 1,000 shares bought at $108.10, Phillips recommends selling 400 to cap taxes and stay clear of 2028 Medicare surcharges while keeping 600 to ride Tesla's next five years.
• Tesla Rises 5% Despite Musk's Cybertruck Refund Warning, Lucid Jumps 8% Ahead of Earnings; Rivian Climbs 2%247wallst.com· 5d

  A 247wallst.com article by David Moadel reports Tesla's stock up 5% to $376.68 despite Elon Musk's warning that Tesla will wind down Cybertruck production around mid-2027 and return $1,000 deposits, citing investor risk appetite. Lucid rises 8% ahead of Q3 results with cash burn the key question, while Rivian climbs 2% ahead of its R2 ramp.
• f-20251231sec.gov

  Ford's 10-K for fiscal 2025 reports a net loss of $8,182 million on revenue of $187,267 million, driven by about $13.8 billion of fourth-quarter charges after the company decided to cancel three planned EVs, end F-150 Lightning production, and divest its BlueOval SK battery joint venture. The filing also notes Novelis aluminum plant fires that cut fourth-quarter output, 2025 tariffs costing about $2 billion in net EBIT, a $103 million jury award affirmed on appeal in Hetsler v. Ford, and 2026 guidance of $8.0–10.0 billion adjusted EBIT.
• A Retiree Who Bought 1,000 Tesla Shares at $197 Just Watched Musk Kill the Cybertruck247wallst.com· 7d

  An investing article works through what Elon Musk's announcement that Tesla will wind down Cybertruck production by mid-2027 for the Cybercab means for a hypothetical retiree holding 1,000 shares bought at $197.08. Jeremy Phillips argues the stock's 4.23% Friday rise shows investors care more about what replaces the truck than its end.
• Tesla Jumped 4% the Morning Musk Killed the Cybertruck, and Investors Know What Replaces It247wallst.com· 8d

  A 24/7 Wall St. article reports Tesla stock rose 4.75% to $360.01 after Musk confirmed on X that Cybertruck production in Texas will end in mid-2027 to make way for the Cybercab. The Cybertruck fell short of a 250,000 annual sales target, and Musk's robotaxi revenue forecast "probably a big deal by Q3 or Q4" of 2027. The article judges the gain reflects relief at cutting a weak product, but the case still depends on regulatory approvals.
• Nio Climbs 6%, Tesla and Lucid Rise 5% as EV Stocks Rebound From Election Sell-Off247wallst.com· 8d

  David Moadel reports for 247wallst.com that EV stocks are rebounding from the post-midterm sell-off, with Nio up 6% to $3.41, Tesla and Lucid each up 5%, and Rivian barely moving. In a quoted X post, Elon Musk said Tesla will wind down Cybertruck production around mid-2027 to make room for Cybercab output, and the article cautions investors that the rebound's staying power is unclear.
• GM suspends next-gen electric truck indefinitely as it retreats to gaselectrek.co· 29w

  Electrek reports that General Motors has indefinitely suspended plans to refresh its full-size electric truck and SUV lineup — the Silverado EV, Sierra EV, Hummer EV, and Escalade IQ — after $7.6 billion in EV charges, plunging sales, and idled Factory Zero production. GM says it "has not cancelled any electric trucks" and that EVs remain its end game, while Electrek calls the retreat a surrender as China's EV market races ahead.
• GM idles Factory Zero again, lays off 1,300 EV workers for a monthelectrek.co· 32w

  Electrek reports that GM has idled its Detroit EV plant Factory Zero for the second time in under three months, temporarily laying off 1,300 workers until production restarts April 13 2026, after earlier cutting 1,200 jobs there. A GM spokesman calls it a temporary adjustment to align EV production with market demand, while Electrek argues GM bet the plant on six-figure EVs like the Hummer and Escalade IQ instead of volume sellers.
• exhibit99tofebruary10202sec.gov· 39w

  Ford's press release reports a record full-year 2025 revenue of $187.3 billion, up 1% in its fifth straight year of growth, but a $8.2 billion net loss driven by special items including a $10.7 billion charge for Model e asset impairment and electric vehicle program cancellations, with fourth-quarter revenue of $45.9 billion, down 5%. Quoted statements have CEO Jim Farley calling 2025 strong and targeting an 8% adjusted EBIT margin by 2029, and CFO Sherry House pointing to margin levers, while Ford guides 2026 adjusted EBIT of $8.0–$10.0 billion.
• Despite Q4 Collapse, 2025 EV Sales Decline Only 2% Versus 2024; Policy Shifts, New Product Set Stage for Next Chapter - Cox Automotive Inc.coxautoinc.com· 43w

  Cox Automotive's EV Market Report says U.S. EV sales collapsed in Q4 2025 after federal incentives were revoked in October, plunging 46% from Q3 to 234,000 units, though record Q3 volume left full-year 2025 sales just 2% below 2024's 1.30 million. Tesla still leads the market with 589,000 sales, down 7%, General Motors ranks a clear No. 2 at more than 150,000, and Cox expects EV share near 8% in 2026 as new models like the Chevrolet Bolt and Rivian R2 arrive.
• Q4-2025-Kelley-Blue-Book-EV-Sales-Report.pdfcoxautoinc.com· 1y

  Cox Automotive's Q4 2025 Electric Vehicle Sales Report estimates US EV sales fell 36.0% to 234,171 in the fourth quarter and 2.0% to 1,275,714 for the full year, with Tesla holding 46.2% of 2025 sales. The report's tables give brand and model estimates, including fuel-cell sales from Toyota and Hyundai.
• Ram cancels plans for all-electric pickup truckcnbc.com· 1y

  Stellantis' Ram brand is canceling development of its full-size electric Ram 1500 pickup, citing slowing demand for electric vehicles, after twice delaying a truck originally expected by the end of 2024. A Stellantis spokesperson said the company is reassessing its product strategy, though Ram still plans an extended-range electric truck to be renamed the Ram 1500 REV.