Research
EV Slowdown: VW Kills ID.4 in US — Why GM and Ford Beat TSLA, RIVN Right Now
VW's US ID.4 cancellation signals EV slowdown, boosting Ford and GM's ICE/hybrid profits while pressuring Rivian, Lucid, Tesla's core, and Albemarle. Legacy names offer value at low multiples; pure-plays face cash crunch. Rank: Buy GM/F, avoid others.