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Ford Says Electric Vehicle Losses Will Continue for Three More Years
Nytimes· 2026-02-10 22:41
Ford Motor reported a big loss for 2025 because of its troubled electric vehicle division, which it has significantly scaled back. ...
Robinhood & Ford: Breaking earnings reports and analysis
Youtube· 2026-02-10 22:41
Market Overview - The Dow closed up 0.1%, marking its third consecutive record close, while the NASDAQ composite fell by 0.6% and the S&P 500 decreased by 0.3% [1][2]. Wealth Management Industry - Wealth management stocks, such as Charles Schwab and LPL Financial Holdings, faced significant declines, with Schwab down over 7% and LPL down 8%. This is attributed to a new AI tool that threatens traditional wealth management practices by allowing financial advisors to customize strategies for clients [3][4]. Retail Investor Behavior - According to Schwab's latest STAX report, retail investors are actively buying the dip, with the STAX reaching its highest level since February of the previous year. This indicates a bullish sentiment among more active traders [5][6]. - Microsoft was highlighted as a top stock, experiencing a 9% pullback post-earnings, which led to a net inflow of approximately $1.7 billion from clients seeking opportunities [7][8]. Earnings Reports - Ford's Q4 results showed automotive revenue of $42.4 billion, matching estimates, but adjusted EPS fell short at 13 cents compared to the expected 18 cents. The company reported a net loss of $11.1 billion for the fourth quarter and $8.2 billion for the full year, largely due to losses in the EV sector [24][25]. - Robinhood's Q4 earnings revealed an EPS of 66 cents, with net revenue of $1.28 billion, missing expectations. Transaction-based revenue also fell short, leading to an 8% decline in after-hours trading [27][30]. Future Projections - Ford anticipates adjusted EBIT of $8 to $10 billion by 2026, with expected losses in its Model V EV business unit of $4 to $4.5 billion, not projected to become profitable until 2029 [26]. - Analysts remain optimistic about Robinhood, with over 80% maintaining a buy rating despite recent earnings misses. The company is expected to navigate the current crypto winter better than in previous downturns due to its diversified revenue streams and improved management [31][40].
Tesla Rival BYD Unveils New Battery Tech Promising 10,000-Cycle Lifespan, Eyes Solid-State Production By 2027
Yahoo Finance· 2026-02-10 22:31
Chinese EV giant BYD Co. Ltd. (OTC:BYDDY) (OTC:BYDDF) has reached breakthroughs in its Sodium-ion, as well as solid-state battery pursuits. 10,000 Charging Cycles The automaker shared in an investor note that its sodium-ion batteries would be capable of 10,000 cycles, CnEVPost reported on Sunday. The company also shared that its sodium-ion battery research platform had reached its third generation, the report suggests. Typically, current batteries are capable of anywhere between 1,500 and 3,000 cycles. ...
福特汽车第四季度调整后息税前利润10.4亿美元
Mei Ri Jing Ji Xin Wen· 2026-02-10 22:25
每经AI快讯,2月11日,福特汽车公布第四季度业绩总营收459亿美元,同比减少4.8%;调整后息税前 利润10.4亿美元,同比减少51%,预估11.6亿美元;调整后每股收益0.13美元,上年同期0.39美元,预估 0.18美元。 ...
Ford Motor(F) - 2025 Q4 - Earnings Call Presentation
2026-02-10 22:00
Q4 & Full Year 2025 Earnings 2025 Ford Maverick Safe Harbor Statement And Disclosures Contents Delivering Ford + Page 4 - 5 Q4 Results Page 6 Full Year Results Page 7 Financials Page 9 - 17 2026 Guidance Page 19 - 20 Appendix Page 23 - 36 2026 Ford Kuga This presentation includes forward-looking statements. Forward-looking statements are based on expectations, forecasts, and assumptions by our management and involve a number of risks, uncertainties, and other factors that could cause actual results to diffe ...
Alphabet's 100-year bond explained, plus a closer look at AI's impact on software stocks
Youtube· 2026-02-10 21:58
Market Overview - The Dow is experiencing gains, aiming for a third consecutive record close, while the S&P 500 and NASDAQ show mixed performance with slight declines [1][2][8]. - The S&P 500 equal-weighted index and small-cap indices like the S&P 600 are reaching record highs, indicating strong performance in broader market segments [3]. - Bond yields are decreasing, with the 10-year yield down to 4.14% and the 30-year yield at 4.79%, suggesting a shift in investor sentiment towards bonds [4]. Sector Performance - Utilities and real estate sectors are leading the market, with utilities up approximately 2.3% and real estate up about 1.5%, reflecting their sensitivity to interest rates [5]. - Financials, technology, and healthcare sectors are underperforming, indicating a potential shift in investor focus away from these areas [5][6]. AI and Technology Insights - The AI sector is entering a new phase, with companies increasingly relying on debt for capital expenditures rather than free cash flow, as seen in major firms like Google and Amazon [9][10]. - Investors are currently accepting of big tech companies taking on debt to finance AI developments, but there is a growing concern about the return on investment (ROI) and whether these expenditures will yield positive results in the future [12][14]. - The competitive landscape in AI is evolving, with uncertainty about which companies will emerge as leaders, prompting a cautious approach from investors [16][17]. Alphabet's Bond Offering - Alphabet is raising approximately $32 billion through multiple bond deals, including a rare 100-year bond, to finance its AI infrastructure buildout despite having substantial cash reserves [20][21]. - The demand for long-term bonds from companies like Alphabet indicates a shift in investment strategies, with institutional investors seeking stable, long-term returns [21]. Tax Implications for Big Tech - Major tech companies like Amazon and Meta are projected to see significant reductions in their tax bills for 2025, attributed to favorable tax provisions and credits related to AI investments and capital expenditures [22][23]. - This reduction in tax liabilities is expected to positively impact their bottom lines, although it may attract public scrutiny regarding their tax practices [23]. Job Market and Economic Outlook - The upcoming jobs report is anticipated to show a modest increase in employment, with projections around 70,000 new jobs added, but the White House is preparing for potential criticism if the numbers fall short of expectations [22][23]. - The labor market is described as stable, with sluggish hiring but no significant increase in layoffs, indicating a cautious economic environment [22].
Ford reports quarterly earnings miss but guides for strong 2026
Proactiveinvestors NA· 2026-02-10 21:44
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Faraday Future Announces It Has Signed a Series of Agreements with Its Bridge Strategy Partner Which Will Accelerate FX Super One MPV Mass Production and May Seek Agreement to Expand to Future Models Including the FX 4
Businesswire· 2026-02-10 21:30
Core Insights - Faraday Future Intelligent Electric Inc. has announced a strategic partnership with Hebei Huanzhou Automobile Sales Co., Ltd. to enhance the development, production, and sales of battery electric vehicles [1] Group 1: Partnership Details - The partnership aims to advance compliant development and scaled deliveries of electric vehicles [1] - The collaboration is part of Faraday Future's broader strategy to establish a global shared intelligent electric mobility ecosystem [1]
Ford's rosier outlook for the year sends stock higher after earnings
MarketWatch· 2026-02-10 21:26
Ford Motor's 2026 outlook gave Wall Street hope for the carmaker and trumped mixed quarterly earnings. ...
Ford Discloses Additional $900 Million Tariff Hit
WSJ· 2026-02-10 21:20
Detroit automaker reported its largest ever quarterly loss on EV-related charges. ...