Shares of electric and hydrogen-fueled truck maker Nikola surged over 26% today following the announcement of 72 hydrogen truck deliveries in the second quarter. This exceeded expectations and demonstrated progress in zero-emissions trucking. The deliveries included a notable new customer, Walmart Canada, further boosting confidence in hydrogen-powered vehicles. Nikola CEO Steve Girsky highlighted the company's commitment to securing a first-mover advantage in the North American market. The outlook for hydrogen-powered trucks appears promising, especially for long-haul transportation due to hydrogen's zero-emissions properties. However, challenges remain, such as the high retail price of hydrogen at $32 per kg and the need for green energy for production. Despite the positive news, Nikola faces financial hurdles, having burned through a substantial amount of cash in the first quarter. The recent stock rally may be a result of short-covering, and caution is advised for investors due to the company's financial situation. While today's developments are encouraging, Nikola needs to demonstrate sustainable profitability before attracting long-term investors.