The Big 3: MSFT, CAT, RIVN

As macro headwinds and a software sell-off raise challenges against Wall Street, Aquiles Larrea, Jr. sees investors setting the stage for a rebound. With today's Big 3, Aquiles sees opportunity in Microsoft's (MSFT) pullback, Caterpillar's (CAT) long-term ties to the AI picture, and Rivian's (RIVN) potential to capitalize on an expanding EV industry.

Why Rivian Stock Sank This Week

Rivian expects a sharp rise in EV deliveries this year. It will deploy its third-generation autonomy platform on the R2 later this year.

The Motley Fool • Feb 21, 2026

Rivian Shares Surged on Delivery Forecast. Is It Too Late to Buy the Stock?

Rivian shares shot higher on strong delivery guidance. While 2026 will be a transitional year with the launch of the R2, it sets the stage for a strong 2027.

The Motley Fool • Feb 20, 2026

Here is What to Know Beyond Why Rivian Automotive, Inc. (RIVN) is a Trending Stock

Rivian Automotive (RIVN) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Zacks Investment Research • Feb 20, 2026

Can Rivian Stock Beat the Market in 2026?​

The EV industry is still very uncertain right now, with tariffs and a shifting regulatory environment. Deliveries of Rivian's R2 will begin soon, and could be a catalyst for the company and its stock price.

The Motley Fool • Feb 19, 2026

Can Services 2x Rivian Stock?

Rivian Automotive (NASDAQ: RIVN) stock jumped more than 20% in Friday's trading. The company's Q4 earnings topped Street estimates on both the top and bottom lines, and its 2026 delivery guidance of 62,000 to 67,000 vehicles — representing a 47% to 59% increase over 2025 — came in well above expectations, driven by the upcoming R2 launch.

Forbes • Feb 19, 2026

Rivian Stock: The EV Recovery Play to Watch​

Rivian shares soared by more than 25% after its most recent quarterly earnings report. The company is forecasting up to a 59% increase in vehicle deliveries in 2026.

The Motley Fool • Feb 18, 2026

Is Rivian Stock a Buy in 2026?​

Rivian stock has outperformed its much larger competitor, Tesla, in the past year. The company is about to launch the R2, a mass market SUV at a more affordable price.

The Motley Fool • Feb 18, 2026

Rivian Stock Under $20 -- Is Now the Time to Buy?

Rivian anticipates vehicle deliveries increasing in 2026 to 62,000 to 67,000. The company posted a gross profit of $144 million in 2025, largely due to its joint venture with Volkswagen.

The Motley Fool • Feb 17, 2026

Stock Market Today, Feb. 17: Rivian Drops as Analysts Lift Price Targets but R2 Launch Risks Weigh

Today, Feb. 17, 2026, analysts' higher targets collide with fresh doubts over Rivian's R2 rollout, testing conviction on its growth path.

The Motley Fool • Feb 17, 2026