Tesla, Inc. is the only integrated hardware + software automation Tech company, with significant competitive advantages in the upcoming autonomy tidal wave. It remains a Buy with massive long-term upside. Ford's recent EV pivot highlights legacy automakers' focus on emissions reduction, completely missing the shift toward autonomous mobility solutions. The robotaxi sector is maturing rapidly, e...
Government policies forced Ford to accelerate investments in EVs without consumer demand available to absorb the increased production. With the change in policies from the Trump administration, Ford (F 2.63%) will now rightsize its production based on consumer demand.
Shares of LG Energy Solution dropped as much as 7.6% in morning trade on Thursday after the company announced a day earlier that Ford Motor had cancelled an electric vehicle (EV) battery supply deal.
Ford Motor Company stunned the U.S. automotive sector this week with its announcement that it would sustain $19.5 billion in special charges in what the Wall Street Journal described as “Detroit's Biggest EV Bust.” Ford CEO Jim Farley did his best to put a positive face on the financial carnage, rolling out a hybrid-centric strategic pivot that he claims is “gonna be better for the company's pr...
In the last decade, this top auto stock has significantly lagged the overall S&P 500. Ford's low growth, low profits, huge capital expenditures, and cyclicality are negative factors.
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