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Q: Tesla Semi is receiving rave reviews in pilot tests with truckers, with 15,000 mass-produced units p

Tesla Semi is receiving rave reviews in pilot tests with truckers, with 15,000 mass-produced units planned for delivery by end of 2026 and 50,000/year thereafter.

Q: S&P 500, Dow, and Nasdaq all posted a fourth straight week of losses, with Bitcoin down 22.34% YTD a

S&P 500, Dow, and Nasdaq all posted a fourth straight week of losses, with Bitcoin down 22.34% YTD and Beyond Meat down 79% over the past year ahead of Wednesday earnings.

Morning Brew·Monday, March 23, 2026·10 min read

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AI Summary

Rising gas prices driven by the Iran war are reigniting consumer interest in EVs, with manufacturer incentives filling the void left by the eliminated $7,500 federal tax credit. Tesla is expanding pilot tests of its Semi truck, which gets rave reviews from owner-operator truckers hit hardest by diesel cost spikes. Markets posted a fourth straight week of losses, with Nasdaq down 6.86% YTD and Bitcoin down 22.34%.

Key Facts

✓Rising gas prices from the Iran war are driving renewed EV interest, with a 2026 Chevrolet Equinox EV selling for $23,991—over 50% off sticker—as manufacturer incentives replace the eliminated $7,500 federal tax credit.

✓Tesla Semi is receiving rave reviews in pilot tests with truckers, with 15,000 mass-produced units planned for delivery by end of 2026 and 50,000/year thereafter.

✓S&P 500, Dow, and Nasdaq all posted a fourth straight week of losses, with Bitcoin down 22.34% YTD and Beyond Meat down 79% over the past year ahead of Wednesday earnings.

Author Takes

BullishMorning Brew

EV adoption drivers

The EV market shift is not ideologically driven but economically driven—rising gas prices and a maturing used EV market are more powerful adoption catalysts than green incentives.

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