Episode Details

Rivian’s delivery forecast just got a major upgrade—now aiming for 65,000 to 70,000 electric vehicles by year-end, up from earlier estimates. The company smashed its own Q2 targets, delivering 12,194 units (including 12,613 rolled out), beating analyst expectations. Growth is fueled by their electric vans and R1 trucks, plus the new R2 SUV rolling off the Illinois line. While rivals like Tesla and Lucid are set to report lower Q2 numbers, Rivian’s momentum is undeniable—and investors are watching closely to see how this translates to profits.

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