Tesla’s Margin Expansion vs. Rivian’s R2 Bet: Two Paths to EV Dominance, One Winner
Tesla (NASDAQ: TSLA) and Rivian (NASDAQ: RIVN) both posted Q1 2026 results that beat Wall Street estimates, yet the businesses underneath are on opposite ends of the EV maturity curve. Tesla flexed margin expansion and AI ambition. Rivian leaned on partnerships and a fresh product launch to bridg...