Both companies' managements understand that EVs are the future of the auto industry, but the investment proposition at these two companies differs significantly.Ford Motor Company (F 0.68%) offers value and potential upside, but it may struggle if it fails to adapt to the rapidly evolving electric vehicle (EV) market. Tesla (TSLA +0.57%), the leading EV company, is a growth stock with high expectations, but its valuation depends on continued success. Which is the better investment?Ford's EV strategyIt might ...

And cost of ownership is much lower compared to gas cars ...

Sci-fi cars that you can actually buyNot sometime in the future. Today.DataRepublican (small r) (@DataRepublican):After 18 hours of having a Tesla, I am absolutely convinced it’s going to dominate the car market. The computer vision technology is like none other. It works in rain (traditional difficulty due to non-Lambertian effects) and can “see” cars multiple lanes away. I own a company in ...

While Rivian might have had a quiet year, with no vehicle launches until 2026, that didn't stop optimism from sending shares soaring recently -- here's why.Rivian Automotive (RIVN 7.96%) has had an interesting year, and it's featured two contrasting tales. On one hand, Rivian has been incredibly busy updating vehicle software and hardware for its R1 line, to pull out costs and improve profitability, while gearing up to launch its massively important R2 crossover early next year.On the other hand, with no ve ...

Never deleting this app https://t.co/VAvvuvyEhT ...

Core Insights - Ford Motor Co. is relocating its headquarters for the first time in 70 years to a new 2.1 million square-foot facility in Dearborn, Michigan, which is double the size of the old headquarters [1][3][4] - The new headquarters aims to reflect Ford's vision for the future, focusing on modern amenities and collaboration to attract new talent, particularly in software and AI [5][6] Group 1: Headquarters Features - The new headquarters includes a 160,000-square-foot food hall with seven restaurants, office space, design studios, and fabrication shops [1] - A key feature is a showroom described as a "James Bond villain's lair," emphasizing its role in automotive design [2] - The building is designed to enhance decision-making and collaboration among employees, contrasting with the previous headquarters where executives were isolated [3][6] Group 2: Strategic Goals - Ford aims to be perceived as a forward-looking company, moving away from its historical image as a traditional car manufacturer [5][8] - The relocation is part of a broader strategy to compete for talent in the tech sector, particularly against companies also seeking software engineers and AI experts [5][8] - The new headquarters is expected to house over 14,000 employees within a seven-minute walk and an additional 9,000 within a nine-minute drive, enhancing accessibility [6] Group 3: Historical Context - The current headquarters, known as "The Glass House," opened in 1956 and will be demolished as part of the move [4] - The new facility will be part of a larger campus named after Henry Ford II, reflecting the company's legacy while looking towards the future [4]

Ford Motor Company CEO Jim Farley has sounded an alarm about the state of the US job market, saying Ford has been unable to fill 5,000 mechanic jobs paying $120,000 a year. Those $120,000 salaries are nearly double the US average. “We are in trouble in our country. We are not talking about this enough,” said Farley in an appearance last week on the Office Hours: Business Edition podcast. He said the shortage of qualified manual laborers isn't confined to Ford, but is something businesses across the nation a ...

TechCrunch Mobility: The robotaxi expansion that really matters https://t.co/3GTSs1d5rg ...

Exclusive: Tesla is now requiring its suppliers to exclude China-made components in the manufacturing of its cars in the U.S., a fresh example of the fallout from Washington-Beijing tensions https://t.co/Y3i1S2AIIz ...

Investment Rating - The report indicates a positive outlook for Chinese stocks, with Goldman Sachs expecting 10.4% annualized total returns over the next decade [1]. Core Insights - The report highlights that MXCN gained 1% while A-shares slipped 1%, with October credit and activity data broadly missing expectations [1]. - The PBOC adopted a less dovish tone in its Q3 monetary policy report, leading to a revision in policy rate cut expectations [1]. - The report notes that Alibaba is launching the "Qwen" personal AI assistant project to compete with ChatGPT, indicating a focus on technological advancements [1]. - Southbound Connect saw US$3.2 billion inflows this week, reflecting investor interest in Chinese equities [1]. - Real export growth is expected to be 5-6% year-on-year in the coming years, despite uncertainties surrounding US tariff policies [1]. Performance Summary - MXCN/CSI300 12-month forward P/Es are reported at 13.0x and 14.6x respectively, with EPS growth estimates for 2025/26 at 2%/16% for MXCN and 14%/14% for CSI300 [8]. - The report emphasizes that AI beneficiaries have significantly contributed to North Asia's year-to-date performance, with Taiwan, Korea, and China showing strong gains [11]. - The report suggests that A shares are likely to modestly outperform H shares in the next three months [22]. Sector and Market Insights - The report identifies key sectors for investment, favoring Internet/Media/Entertainment, Consumer Retail & Durables, and Tech Hardware & Semiconductors, while being underweight on Telecom Services and Utilities [10]. - The macro backdrop is seen as favorable for global and domestic cyclicals along with dollar-sensitive sectors [10]. - The report indicates that 83% of all China-listed companies have reported earnings so far, with 9M/3Q25 earnings rising 6%/11% year-on-year [20].