Tesla vs. Rivian: Electric Vehicle Stocks Face Macro and Industry-Specific Challenges
Electric vehicle stocks navigate turbulent waters as macroeconomic pressures collide with sector-specific challenges. Rising interest rates squeeze affordability while the impending expiration of the $7,500 EV tax credit threatens demand. Yet technological advancements and improving price-to-performance ratios offer counterbalancing optimism.
Tesla (TSLA) and Rivian (RIVN) present starkly different investment propositions. The industry pioneer boasts profitability and $1.5 trillion market capitalization, while the upstart carries higher risk with its $16 billion valuation and forthcoming R2 launch. Market positioning diverges further as Tesla releases budget models and Rivian prepares its most affordable vehicle for 2025.