Ford's stock surged about 22% over two days, marking its best rally since March 2020, driven by Morgan Stanley's bullish report on Ford Energy, a new battery storage business. Morgan Stanley values this unit at $10 billion, highlighting its potential to generate significant earnings by 2028 through supplying battery storage to data centers and utilities. The firm's competitive edge includes a licensing deal with CATL, enabling it to benefit from U.S. tax credits. Historically, similar Ford rallies have led to strong 12-month returns, though this time the rally follows a company-specific reset rather than a market crash. The key to sustained growth lies in Ford Energy securing major customers soon.
Ford's stock surged 8% to around $14.60 following strong Q1 earnings with EPS of $0.66 and raised full-year EBIT guidance to $8.5-$10.5 billion. The rally marks a sharp turnaround as Ford leads year-to-date gains in the auto sector, outperforming pee...
Shares of Alibaba surged 8% despite disappointing earnings, leading a 2.5% rally in Chinese stocks after President Trump met with Chinese leader Xi Jinping. The meeting boosted optimism for improved U.S.-China relations, sparking heavy call option bu...
Ford Motor Company's stock rose about 7% to $12.82, marking its biggest single-day gain in weeks, driven by strong Q1 2026 earnings and an upward revision of full-year adjusted EBIT guidance. The company reported Q1 EPS of $0.66 and revenue of $43.25...
Ford Motor Company has launched Ford Energy, a new subsidiary focused on manufacturing and selling US-assembled battery energy storage systems for utilities, large industrial customers, and data centers. The company aims to deploy at least 20GWh of s...
