Core Viewpoint - The unconfirmed report from the Wall Street Journal indicates that Ford Motor Co. executives are considering the cancellation of the F-150 Lightning battery-electric pickup truck, highlighting a shift in the demand landscape for electric vehicles [1] Group 1: Company Insights - Ford Motor Co. is facing discussions regarding the potential cancellation of its F-150 Lightning BEV, which reflects challenges in the electric vehicle market [1] Group 2: Industry Trends - The report serves as an anti-climax to the evolving reality of electric vehicle demand, suggesting that the market dynamics may not be as favorable as previously anticipated [1]

Core Viewpoint - Landsbankinn reported strong performance in the first nine months of 2025, with significant growth in young customer engagement and a solid financial standing despite a challenging economic environment [1][5]. Financial Performance - After-tax profit for the first nine months of 2025 was ISK 29.5 billion, with ISK 11.1 billion earned in the third quarter [5]. - Return on equity (ROE) increased to 12.2%, up from 11.7% in the same period last year [5]. - The net interest margin was 2.9% of average total assets, with net interest income at ISK 49.4 billion and net fee and commission income at ISK 9.2 billion [5]. - The cost-income ratio was 33.2%, slightly higher than 32.3% for the same period in 2024 [5]. - The total capital ratio stood at 24.0%, exceeding the Financial Supervisory Authority's requirement of 20.4% [5]. Customer Engagement - Young customers aged 18-24 trading in Landsbréf funds increased by 45% compared to the previous year [5]. - There was a 31% growth in young customers entrusting the Bank with their supplementary pension savings [5]. Corporate Actions - Landsbankinn sold properties at Austurstræti 11 and connected buildings for ISK 2.85 billion, marking a significant milestone in the Bank's history [3][5]. - The Bank has reduced its square meter footprint by approximately 40% in recent years [3]. Market Position - Landsbankinn remains the largest lender in the housing loan market, focusing on competitive terms for housing mortgages [2]. - The Bank is reviewing terms on variable interest rates for new housing mortgage loans following a Supreme Court ruling [2].

Time for final trades. Tim, great energy conversation. Constellation hits all those themes.Courtney, um, also energy. We talked about this earlier. Take a look at the XLE.Dan, yeah, Adobe making a double bottom here. And guy, you're the best. Court TM. ...

Group 1 - Ford Motor's new battery-electric architecture is being compared to the iconic Model T, suggesting a potential transformative moment for the company [1] - CEO Jim Farley's reference to a "Model T moment" indicates optimism about the future of Ford in the electric vehicle market [1] Group 2 - The automotive industry is experiencing significant changes with the shift towards electric vehicles, highlighting the importance of innovation and adaptation for traditional automakers [1]