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Institutional investors and professional traders rely on The Fly to keep up-to-the-second on breaking news in the electric vehicle and clean energy space, as well as which stocks in these sectors that the best analysts on Wall Street are saying to buy and sell.From the hotly-debated high-flier Tesla, Wall Street's newest darling Rivian, traditional-stalwarts turned EV-upstarts GMand Fordto the numerous SPAC-deal makers that have come public in this red-hot space, The Fly has you covered with "Charged," a weekly recap of the top stories and expert calls in the sector.Clickto check out Tesla's recent Media Buzz Sentiment as measured by TipRanks.SUNRUN, TESLA AGREEMENT:Last week, Sunrun, Renew Home, and Teslaannounced an agreement to deliver more than 16 gigawatts of flexible energy capacity to hyperscalers and utilities. The companies said: "The agreement establishes a framework for three of the largest players in home energy to aggregate millions of existing demand side and energy exporting devices in states across the country into local, turnkey solutions that require no additional hardware, software, interconnection, water, or land usage for offtaking parties."DELIVERIES:Barclays expects Tesla to report Q2 deliveries of 418,000 units, up 9% year-over-year and above the consensus estimate of 396,000. However, Tesla's auto volumes "have increasingly become an afterthought," the firm tells investors in a research note. Barclays  believes the stock is "being driven almost exclusively by narrative," with hopes for inflection points in Robotaxi, Optimus, and AI. As a result, Tesla's "fundamentals" such as Q2 deliveries and margins are "increasingly an afterthought," contends Barclays. The firm says that in its recent investor discussions on Tesla, the trajectory of the auto business has received almost no attention. It keeps an Equal Weight rating on the shares with a $360 price target.RBC Capital analyst Tom Narayan, who expects Tesla to report deliveries in the next two weeks, estimates deliveries of 405,000 in Q2, above the Visible Alpha consensus of 401,000 vehicles. The Model S and X discontinuation in Q2 reflects a strategic pivot to robotaxi and humanoids, potentially pressuring private vehicle sales going forward, adds the analyst, who has an Outperform rating and $475 price target on Tesla shares.SAFETY INVESTIGATION:The National Transportation Safety Board, in coordination with the Harris County Sheriff's Department,via X that it has opened a safety investigation into the June 19 crash of a Tesla Model 3 that struck a home at high speed in Katy, Texas.ON THE SIDELINES:Guggenheim initiated coverage of Oklowith a Neutral rating and no price target. Oklo is a vertically integrated advanced nuclear developer with a "substantial" pipeline, the analyst tells investors in a research note. The firm sees the company's EBITDA turning positive in 2030. The "capital-intensive nature" of Oklo's business suggests that free cash flow is "further off" as long as the company continues to add assets, adds Guggenheim.VAC ACQUISITION:Energy Fuelsannounced a definitive agreement to acquire 100% of Vacuumschmelze, Ara VAC and their respective consolidated subsidiaries, or VAC, from Ara Partners for a total cash-and-stock consideration of approximately $1.9B based on Energy Fuels' closing share price of $16.12 as of June 22, creating a fully integrated platform to strengthen global critical rare earth element supply chains. Following completion of the transaction, VAC will become a wholly owned subsidiary of Energy Fuels and will retain its branding. VAC's technology base, engineering expertise and manufacturing footprint will remain, with VAC maintaining its headquarters in Hanau, Germany.

Roth Capital lowered the firm's price target on Energy Fuels to $16 from $17 and keeps a Neutral rating on the shares. The company announced the acquisition of Vacuumschmelze GmbH - VAC - for total consideration of $1.9B, and the firm believes this acquisition is a logical addition for Energy Fuels, though given that VAC is a private entity, Roth is electing to withhold judgment on the valuation front, the analyst tells investors in a research note. The firm adds that its reduced price target reflects continued weakness in the sector as well as an expectation that Energy Fuels' two pending acquisitions are likely to weigh on the company's valuation.

Stock futures have weakened ahead of the open, with Nasdaq futures under the most pressure as large-cap growth names and semiconductor stocks remain under strain. Markets are setting up for a risk-off session as investors digest a broad technology selloff, rising concern around AI spending levels and a more hawkish interest-rate backdrop. Investors appear increasingly focused on whether enormous capital spending commitments across AI infrastructure, data centers and chips can justify current valuations.Interest rates are also back in focus. Markets have become more sensitive to the possibility of tighter monetary policy expectations, which tends to hit long-duration growth assets the hardest. Higher rates reduce the present value of future earnings, making richly valued technology stocks especially vulnerable to sentiment shifts.Outside of tech, oil prices have eased as Middle East supply concerns moderated, reducing one of the market's major recent inflation fears. That could potentially provide some support to cyclicals, industrials and consumer sectors if lower energy costs persist.In pre-market trading, S&P 500 futures fell 1.47%, Nasdaq futures fell 3.02% and Dow futures fell 0.49%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Edgewell Personal Careup 10% after Bloombergthe company has rejected an unsolicited acquisition bid from private equity firm Yellow Wood PartnersIBMup 4% after JPMorgan upgraded the stock to Overweight with a price target of $291, up from $270Avis Budgetup 3% after disclosing a settlement and release agreement with Pentwater Capital Management and certain affiliated persons to settle its pending lawsuit against Pentwater for the recovery of short-swing profitsUP AFTER EARNINGS -Korn Ferryup 3%DOWN AFTER EARNINGS -Sunbelt Rentalsdown 5%LOWER -Primorisdown 35% after axing its FY26 outlook and announcing the departure of its COO Jeremy KinchQualcommdown 6% after Bloombergthat the company is in advanced discussions to acquire Modular in a deal valuing the AI chip startup at roughly $4BOracle (ORCL) down 3% after Reutersthe company has reduced its workforce by 21,000 employees as part of a restructuring effortNvidiadown 2% amid broader tech selloffEnergy Fuelsdown 2% after entering a definitive agreement to acquire 100% of Vacuumschmelze, Ara VAC and their respective consolidated subsidiaries from Ara Partners for a total cash-and-stock consideration of approximately $1.9B

Energy Fuels announced a definitive agreement to acquire 100% of Vacuumschmelze, Ara VAC and their respective consolidated subsidiaries, or VAC, from Ara Partners for a total cash-and-stock consideration of approximately $1.9B based on Energy Fuels' closing share price of $16.12 as of June 22, creating a fully integrated platform to strengthen global critical rare earth element supply chains. Following completion of the transaction, VAC will become a wholly owned subsidiary of Energy Fuels and will retain its branding. VAC's technology base, engineering expertise and manufacturing footprint will remain, with VAC maintaining its headquarters in Hanau, Germany. The combined company will continue to serve VAC's over 1,000 customers, while investing in manufacturing, innovation, customer relationships and operational capabilities across North America, Europe and Asia. Energy Fuels has received a conditional commitment for up to $725M from the U.S. Office of Strategic Capital, a 20-year loan to accelerate the planned expansion of the White Mesa Mill in Utah and the construction of the American Metals Plant. Energy Fuels and its joint venture partner Astron Limited are progressing discussions with Export Finance Australia and other lenders targeting a A$220M lending package to support development of Phase 1 of the Donald Rare Earth and Mineral Sand Project. In addition, VAC holds an existing $41M grant from the U.S. Department of War which provides for the buildout of a metal-making facility in the U.S. that is expected to directly benefit the combined company. The conditional loan commitment between OSC and Energy Fuels specifies customary additional steps that the company must take to proceed toward financial close on the loan, including fulfilling financial, legal, technical and other due diligence requirements. Under the terms of the definitive agreement, Energy Fuels will acquire 100% of VAC from Ara Partners, a U.S.-based private equity firm specializing in industrial decarbonization investments, for total consideration of $718M in cash and 65.853M newly issued Energy Fuels common shares, which, at Energy Fuels' closing share price of $16.12 as of June 22, 2026, implies an equity value of $1.9B for VAC. If Energy Fuels' share price is below $20.93 per share at closing, Ara Partners will receive shares of a new series of preferred shares of Energy Fuels with an aggregate value of up to $135M. As of March 31, VAC has $140M of adjusted net debt on its balance sheet that Energy Fuels will assume. Accounting for the planned completion of the ASM acquisition, Ara Partners will own 19.9% of Energy Fuels following closing of the VAC transaction and will have the right to nominate one director to Energy Fuels' board, as well as a one-time veto on an independent nominee to the board. Ara Partners will be subject to customary lockup and standstill restrictions and have been granted customary registration rights. Energy Fuels has obtained a $250M term loan financing commitment from Goldman Sachs to support the refinancing of certain of VAC's existing debt, subject to customary conditions, including execution of definitive documents and satisfaction of closing conditions. The transaction is expected to close in early 2027 subject to customary closing conditions, including the receipt of applicable regulatory approvals, including foreign investment, antitrust and other government approvals. The board of directors of Energy Fuels has unanimously approved the transaction. Goldman Sachs provided a fairness opinion to the board of Energy Fuels as to the fairness to Energy Fuels of the consideration to be paid to Ara Partners.