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Tesla closed about 5% higher on Friday while RIVN slipped 3% after announcing its Q3 delivery numbers.
Tesla and Rivian beat third-quarter delivery estimates, BYD widened its battery-electric lead, and Ford and GM gave back last year’s U.S. tax-credit rush this week.
Tesla’s 5.3% delivery beat masks a storage miss. Rivian needs another 20.5%–46.5% Q4 ramp. Compare valuation and cash risk before earnings.