News
Ford is in ‘deep development’ of its next-generation EV pickup truck
Ford is in “deep development” of its next-generation electric vehicles, including a new, full-size EV pickup that will complement the automaker’s already-successful F-150 Lightning.
Ford has been working on several new developments for its “Model e” division dedicated toward EVs in hopes of creating an industry-leading platform. One of these developments, revealed last year, was an all-new pickup design that packs a completely new nameplate and is rumored to be a completely fresh slate for Ford to build upon.
Electric trucks have become a growing part of the overall EV market in the United States. Rivian, Ford, and General Motors all currently have competitive offers available, with Tesla, Lordstown Motors, and others planning to release additional pickups within the next year.
On last night’s Ford Earnings Call, CEO Jim Farley hinted toward the new EV pickup, and his comments seemed to solidify reports from late last year that indicated the company’s next electric truck would not be a transitional model that sports the same name as a gas model:
“Now, we are deep in the development of our second-generation EVs, including our next-generation electric full-size pickup, which, by the way, is awesome.”
Farley’s vague and relatively undetailed comments are unsurprising, but they absolutely catalyze plenty of potential for a carmaker like Ford. The company has been selling the most-popular pickup brand in America for 46 consecutive years and America’s best-selling vehicle 41 times in the F-150 series.
The F-150 Lightning has also been a Ford EV pickup concept (Credit: Tyler Kwon), selling 15,671 units of the all-electric pickup in its first year on the market.
Ford F-150 Lightning wins MotorTrend’s 2023 Pickup Truck of the Year award
While details are scarce at the current time, Ford did detail some of the plans it has for the next-generation EV architecture, which will be developed completely from scratch. Farley said the new platform would encourage simplification, which should improve manufacturing and engineering through various streamlined processes. Ford will need it, too, especially as the company is planning to reach a volume potential of 1 million units with “just a handful of orderable combinations.”
Other things can be optimized. “We didn’t know that our wiring harness for Mach-E was 1.6 kilometers longer than it needed to be. We didn’t know it’s 70 pounds heavier, and that that’s worth $300 of battery. We didn’t know that we underinvested in braking technology to save on the battery size,” Farley added later in the call.
While the two-row crossover is what Farley referred to as “the core civic of the EV business,” it still wants to focus on profitability, of course. Still, it intends to continue offering a strong and marketable product at a price that is attractive to customers and viable for Ford to continue bringing in profits.
Ford is still working through the kinks, and its business overall has plenty to optimize. …We left about $2 billion of profit on the table due to cost and especially continued supply chain issues,” Farley said. “These are the simple facts. And to say I’m frustrated is an understatement.”
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News
Tesla’s Supercharger Diner probably just secured more locations
Tesla’s Supercharger Diner in Los Angeles dominated the company’s global usage rankings after just one year, proving the concept is more than just a one-off novelty location that will fade away.
The performance could incite the company to build more locations, something that CEO Elon Musk has hinted at for some time.
Tesla’s Supercharger Diner delivered 21.2 GWh of energy in its first year of operation, the company’s head of Charging, Max de Zegher, revealed on X. Of the top 10 most utilized Supercharger locations in Tesla’s global infrastructure, the Diner in Los Angeles was the most used by drivers, and it wasn’t particularly close:
Tesla Diner opened exactly 1 year ago. Inspiring that futuristic places like this exist.
It’s our highest usage Supercharger in the world: 21.2 GWh delivered in a year, 1.6k sessions/day.
Top 10 Superchargers by energy delivered: https://t.co/9YvJ8lw696 pic.twitter.com/koB3AUJHws
— Max (@MdeZegher) July 21, 2026
On its launch day one year ago, nobody was too sure what the Tesla Diner would be about. It seemed like an interesting concept, and considering it had been in the works for years, it was a highly anticipated launch that many were looking forward to.
Based on its success, we could see additional Diners with Superchargers built throughout the United States, and potentially beyond. Musk has said on several occasions that the company would be willing to bring the Diner idea to more markets.
Tesla makes major change at Supercharger Diner amid epic demand
Of the markets that Musk has mentioned, both Palo Alto and Austin have come to be perceived as ideal selections. However, there are no concrete plans as of now to build new Supercharger Diners anywhere; the location on Santa Monica Boulevard will remain the exclusive spot to pick up Tesla-inspired eats, at least for the time being.
Investor's Corner
Tesla short sellers win big after shares fall after earnings
Tesla short sellers won big following the company’s massive fall on Wall Street after it reported subpar Earnings on Wednesday.
Tesla short sellers collected about $4.12 billion in single-day profits on Thursday, according to Bloomberg. Shares fell as much as 15 percent during Thursday’s session. It closed as one of the worst days for Tesla on Wall Street in the past three years.
Investors sold off the stock after Tesla said it would aggressively direct its spending toward AI and its Optimus robot project. The company had record revenues, which were driven by one of the strongest quarters in terms of vehicle deliveries in company history.
However, it missed EPS estimates by reporting just $0.33, a far cry from the $0.53 analysts expected.
S3 Partners reported that about 3 percent of Tesla’s outstanding stock is sold short. Managing Director at S3, Ihor Dusaniwsky, provided the short seller’s potential profit, as well as another figure: shorts have likely had paper gains of $8.92 billion this year, as Tesla shares are down 30 percent in 2026.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla has burned short sellers many times in the past, but the company’s latest Earnings Call was a chance for those skeptics to taste some payback. Although the company gave some very transparent information regarding future projects, the rollout of Robotaxi, Optimus, and Semi, many investors took their profits on Thursday.
Notable short sellers like Michael Burry have been transparent about their skepticism around Tesla shares. Burry just revealed three weeks ago that he had opened up a new short on the stock, stating he shorted Tesla shares at $416.22. “Happy it jumped back to this level,” he said in a blog post.
At the time of publication, Tesla shares were down about 3 percent and the stock was trading at $309.92.
News
Tesla door handle saga gets its latest chapter and a big change is coming
Tesla’s long-standing saga regarding its door handles and a manual release has entered its latest chapter, and as a result, a big change is coming.
On Friday, the National Highway Traffic Safety Administration (NHTSA) denied Tesla’s petition that was seeking a defect investigation into roughly 180,000 Model 3 vehicles for an issue involving the emergency mechanical door release.
🚨 The NHTSA denied a petition from Tesla that would have thrown out concerns regarding its door handles.
NHTSA said Tesla’s petition did not present evidence of a safety-related defect warranting an investigation. The agency said a rulemaking process would be a better strategy. pic.twitter.com/j6PzUBM1mT
— TESLARATI (@Teslarati) July 24, 2026
NHTSA said that Tesla’s petition did not present evidence of a safety-related defect in the door handles or their emergency releases. Instead, the agency determined that it would rather solve the issue of the lack of labeling or location of emergency mechanical door releases and the federal safety rules that govern them.
Essentially, the NHTSA wants to create and enforce rules that would require automakers to make emergency door latch releases more clearly labeled in a car. Despite a Tesla having manual door releases on all four passenger doors, many people do not know they exist or how they work.
Tesla addresses door handle complaints with simple engineering fix
In recent times, Tesla has faced some criticism involving its door handles, specifically because some occupants have reported that they are unable to exit their vehicles after losing power. The door handles on a Tesla are electronically operated, but in the event that the 12V battery dies, there is a manual release that can be used.
The NHTSA only identified a single complaint involving the mechanical door releases: a 2022 Model 3 owner said the release was concealed and unlabeled after the vehicle lost power after a front-end collision. It has also already started to create a separate rulemaking process to make emergency door-egress systems more obvious.
It should be noted that all Teslas have mechanical emergency door releases, but they are placed in various locations as the vehicles have aged and been redesigned from year to year. Refer to the safety manual for your vehicle if you have any confusion about where the emergency releases are and how they work.