Workflow
Ford Motor(F)
icon
Search documents
EV sales expected to crash without U.S. tax credit; adoption could slow for years to come
Yahoo Finance· 2025-10-02 13:20
The repeal of the U.S. electric vehicle tax credit won’t just crash EV sales in the fourth quarter, it could slow the pace of adoption for years to come, according to industry forecasts. Market share for new battery-electric vehicles was already stuck in single digits before the $7,500 tax incentive expired after Sept. 30. Now, forecasters are scaling back their targets as affordability worries deepen. U.S. EV share will hover below 10 percent this year without federal support, said Stephanie Valdez Strea ...
Ford Is Building the Wrong Car
247Wallst· 2025-10-02 13:15
Ford Motor Co. (NYSE: F) CEO Jim Farley stated that the dawn of a large and successful electric vehicle (EV) market in the United States will be delayed well into the future. ...
Jim Farley Says 5 Years At Ford Were 'Full Of Surprises,' Hails Trump's Relaxation Of Emissions Standards - Ford Motor (NYSE:F)
Benzinga· 2025-10-02 07:13
Ford Motor Co. (NYSE:F) CEO Jim Farley said that his 5-year tenure at the Michigan-based automaker has been full of surprises.Jim Farley Says Ford Has A Good FoundationMarking his fifth anniversary as the CEO, Farley said that his time at Ford had been full of "surprises," CNBC reported on Wednesday. "I would say what I'm most proud of is the team I built, together with [Ford Chair Bill Ford], as well as the foundation," Farley said.He also acknowledged the company's progress on its cost disadvantage over r ...
Markets Pin Hopes on Soft Data and AI Buzz as Global Policymakers Walk a Tightrope
Investing· 2025-10-02 07:06
Market Analysis by covering: General Motors Company, Ford Motor Company, Crude Oil WTI Futures. Read 's Market Analysis on Investing.com ...
Ford Motor Company (F) Recalls 115,539 U.S. Vehicles from Model Years 2020–2021; Reduces Up to 1,000 Jobs at Its Electric Vehicle Plant in Cologne
Insider Monkey· 2025-10-02 00:41
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - The demand for electricity from AI technologies, particularly data centers, is unprecedented, with each center consuming energy equivalent to that of a small city [2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the rising energy demands of AI [3][7] Energy Demand and Infrastructure - AI technologies are driving a hidden energy crisis, with power grids under strain and rising electricity prices as utilities struggle to expand capacity [2][3] - The company in focus is positioned to benefit from the increasing demand for electricity, as it owns significant nuclear energy infrastructure and is capable of executing large-scale energy projects [7][8] - The company is described as debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization, allowing it to capitalize on emerging opportunities [8][10] Market Position and Valuation - The company is noted for its unique position in the market, being involved in various sectors including LNG exportation, which is expected to grow under the current U.S. energy policies [5][7] - It is trading at a low valuation of less than 7 times earnings, making it an attractive investment compared to other energy and utility firms burdened with debt [10][11] - The company also has an equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9][10] Future Outlook - The ongoing influx of talent into the AI field is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12][13] - The combination of AI infrastructure needs, energy demands, and favorable U.S. policies creates a supercycle that the company is well-positioned to exploit [14] - The potential for significant returns within the next 12 to 24 months is emphasized, suggesting a strong growth trajectory for the company as it aligns with the AI and energy sectors [15][19]
Dow, S&P 500 notch fresh record highs, EV sales rise as tax credit expires
Youtube· 2025-10-01 21:38
[Music] That is the closing bell on Wall Street and now it's market domination over time giving you full coverage all the moves to get you up to speed on the action from today's trade. Yahoo Finance's very own Jared Blickery joining us now to break it all down. Jared, what do you see at that close.>> Well, thank you Josh. Uh the Dow is not up by a lot, just over 40 points or onetenth of a percent, but that is enough for a record closing high. And I'll show you the intraday price action.Here you go off of th ...
Netflix stock falls after Elon Musk suggests boycott, the shutdown could fuel Trump's policy agenda
Youtube· 2025-10-01 21:04
Market Performance - The Dow is up about 110 points, with the S&P 500 and NASDAQ also showing gains, indicating a record-setting day on Wall Street despite the government shutdown [2][3][4] - The S&P 500 has reached a new record, reflecting strong market performance amid the shutdown [43][45] - Historical data suggests that government shutdowns typically do not have a significant impact on stock market performance, with the average shutdown lasting around 8 days [45][49] Sector Performance - The healthcare sector is notably strong, with the XLV index up 3%, and several pharmaceutical companies like Eli Lilly and AstraZeneca showing significant gains [7][10] - Utilities and technology sectors are also at record highs, while communication services, led by Meta, are down about 1% [7][8] - Ford and GM reported an 8% increase in sales, driven by strong demand for trucks and electric vehicles, indicating robust performance in the automotive sector [100][103] Government Shutdown Implications - The government shutdown is expected to last one to two weeks, with potential economic impacts being relatively minor unless it extends longer [23][24][49] - The shutdown may delay key economic data releases, including payroll and CPI reports, which could complicate the Federal Reserve's decision-making process [32][54] - The Trump administration is using the shutdown to push forward on certain economic policies, including tariff investigations and budget cuts [12][14][15] Company Developments - Corteva is planning to separate its seed and pesticide businesses, aiming to enhance operational focus and shareholder returns, although analysts express skepticism about the value creation from this split [64][66] - Fairmy America, a new energy company, is going public with plans to build natural gas and nuclear power plants to support AI data centers, projecting significant revenue growth by 2026 [106][116][119]
Parents and educators urge Ford to sign new federal child care agreement, in light of Auditor-General's report
Businesswire· 2025-10-01 19:28
TORONTO--(BUSINESS WIRE)--The Ontario Coalition for Better Child Care (OCBCC) is welcoming a new report from Ontario's Auditor-General, which calls on the Ford government to fix gaps in the early learning and child care system, including improving equitable access and workforce development. The report highlights the growing challenges facing Ontario's $10-a-Day child care program - and signals the urgency of implementing a comprehensive strategy, like that outlined in the coalition's recently r. ...
Ford retrenchments in South Africa tied to UK tax shift, lower volumes
Reuters· 2025-10-01 18:12
The South African arm of Ford Motor has attributed the planned retrenchments to lower European orders for its Ranger pickup truck, driven by recent tax changes in the UK and sluggish export volumes for its plug-in hybrid Ranger model. ...
Why investors should brace for volatility in Q4, and maybe a 'monster' rally
Youtube· 2025-10-01 17:48
Market Overview - US stocks are experiencing a modest selloff, with the Dow down approximately 76 points, the S&P 500 off about a third of a percent, and the Nasdaq Composite down nearly half a percent [3][4] - Defensive sectors such as healthcare and utilities are limiting losses, while cyclical sectors like communication services, financials, and industrials are underperforming [5][6] Government Shutdown Impact - The government shutdown could reduce GDP by 0.1% to 0.2% for each week it continues, with the last shutdown resulting in a $3 billion loss in real GDP for Q4 2018 and Q1 2019 [7][8] - The current shutdown is different from the previous one as it is a full shutdown, raising concerns about its duration and potential economic impact [10][12] Employment and Economic Data - The ADP jobs report indicated a drop of 32,000 jobs, leading to a market reaction that saw yields decline and increased expectations for rate cuts by the Federal Reserve [28][29] - The Fed is closely monitoring labor market data, with indications that a significant demand shortfall may prompt rate cuts to prevent rising unemployment [34][36] Union Pacific and Ford Insights - Union Pacific is in the process of a significant $85 billion merger with Norfolk Southern, which aims to create the first transcontinental railroad in the US [55][56] - Ford's CEO highlighted a worker shortage in critical industries, emphasizing the need for skilled trades and the impact of tariffs on operational costs, estimating a $2 billion net tariff impact this year [80][82] Emerging Markets and International Opportunities - Emerging markets, particularly in technology, are gaining investor interest, with a notable rise in the EMQQ ETF, which tracks emerging market internet companies [87][89] - Latin America is highlighted as a significant growth area, with companies like Mercado Libre leading the charge in e-commerce and financial services [93][94]