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The Bull Case For Ford (F) Could Change Following New U.S. EV And Lincoln Production Shift
Simply Wall St.18h agoneutral
The Bull Case For Ford (F) Could Change Following New U.S. EV And Lincoln Production Shift

Earlier this month, Blue Bird Corporation announced a collaboration with Ford Motor under which Blue Bird will design, build, and sell the next-generation F-53/F-59 commercial stripped chassis using Ford powertrains, while Ford separately committed billions of US dollars to retool its Louisville plant for the Fathom electric truck and to shift Lincoln production to the U.S. by 2030 in response to high China tariffs and new regulations. Together, these moves highlight Ford’s push to deepen...

Why Is Ford Motor (F) Moving Lincoln Production From China To The U.S.?
Simply Wall St.21h agoneutral
Why Is Ford Motor (F) Moving Lincoln Production From China To The U.S.?

Ford Motor (NYSE:F) plans to shift production of its Lincoln vehicles from China to U.S. plants by 2030 in response to tariffs and regulatory hurdles. The move affects Lincoln models currently sourced from China and is intended to reduce exposure to trade related costs and policy changes. Ford expects the transition to reshape its manufacturing footprint, supply chain and workforce allocation over the coming years. The decision aligns Lincoln more closely with U.S. production at a time when...

Ford to move production of some Lincoln cars from China to U.S.
Reuters Videos2d agoneutralVIDEO
Ford to move production of some Lincoln cars from China to U.S.

<body><p>STORY: :: Nora Eckert, Autos Correspondent</p><p>:: Detroit, Michigan/ August 12, 2026</p><p>Why is Ford moving some auto production from China to the U.S.? Ford is moving production of its Lincoln models for the U.S. market out of China, back to the U.S. This is a substantial move for Ford, as it faces pretty hefty tariffs under the Trump administration. One of its Lincoln models, the Nautilus, had about 52.5% tariffs that it had been facing for the last year.&nbsp;</p><p>Ford CEO Jim Farley told us that the automaker had been preparing to make this move for some time. I mean, these tariffs have been in place for many months now, and that although Ford has a very strong U.S. production base, it found capacity to move even more production to the US from China.</p><p>Discussions around what Ford was going to do with its China produced models came up several months ago, as we were examining some reporting around the Connected Vehicle Rule, which is a Commerce Department regulation that bans the use of connected vehicle software and hardware from China in the U.S. And Ford has one particular model produced in China, the Lincoln Nautilus, that they previously said they might need to seek a specific authorization from Commerce to continue selling in the U.S.&nbsp;</p><p>But Ford told us this week that they no longer needed an authorization that the vehicle was able to sell in the U.S without any Commerce approval. U.S. Commerce Secretary Howard Lutnick told us that Ford's move is really encouraging, and that he wants to see more automakers following this pattern. We already saw GM onshore production of its Buick Envision model from China to the U.S., and we might be seeing more of these announcements as automakers confront a tariff landscape that seems here to stay.</p></body>

Bloomberg18d agobullish
After Ford Soars 44% on AI Fever, Traders Want Proof It’s Real

(Bloomberg) -- Two months after Ford Motor Co. became the latest old-economy manufacturer to be swept up in the artificial-intelligence rally, investors are looking for proof the enthusiasm was justified. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oi

Tech Earnings, Fed Rate Decision: What to Watch This Week
The Wall Street Journal18d agoneutral
Tech Earnings, Fed Rate Decision: What to Watch This Week

Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.

Ford to partner with Chinese automaker Geely in Spain in new joint venture
Associated Press23d agoneutral
Ford to partner with Chinese automaker Geely in Spain in new joint venture

Ford and Chinese automotive company Geely Auto announced plans on Thursday to jointly manufacture low- and zero-emission vehicles at Ford's Valencia, Spain factory. The partnership is a bid to reignite Ford’s offerings for the European auto market as the legacy carmaker seeks to compete with the likes of fast-moving Chinese companies that are rapidly dominating auto sales across the globe. It comes amid challenges for the American electric vehicle market and increasing global geopolitical tensions driven by U.S. tariff policy.

Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy
24/7 Wall St.39d agobullish
Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy

Ford (NYSE:F) and Tesla (NASDAQ:TSLA) just closed the books on Q1 2026. Ford leaned on trucks, fleet software, and a raised outlook. Tesla leaned on margin recovery, FSD subscriptions, and a roadmap stuffed with robots. Both grew revenue. Only one is priced like a growth story. Trucks Carry Ford. Margins Carry Tesla. Ford posted $43.25 ... Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy

Ford Recalls More Than 740,000 Vehicles Over Transmission Issue
The Wall Street Journal46d agobearish
Ford Recalls More Than 740,000 Vehicles Over Transmission Issue

Ford Motor is recalling more than 740,000 vehicles due to a transmission and parking system issue, federal regulators said. The recall covers 741,195 vehicles, the National Highway Traffic Safety Administration said. Dealers will update vehicle software and inspect and replace any damaged transmission components free of charge, the NHTSA said.

Bloomberg46d agoneutral
Trump Tariff Defeat Is Market Tailwind ‘No One Is Talking About’

(Bloomberg) -- The sweeping tariffs underpinning President Donald Trump’s economic policy may have gone from a headwind to a tailwind for the stock market, with the Supreme Court’s decision to unwind them setting the stage for a potential earnings boon for some companies.Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS Stocks Get Tech Boos

Investing.com59d agoneutral
Trump supports Canada’s Chinese EV import cap arrangement, Carney says

Investing.com -- President Donald Trump expressed approval of Canada's agreement with China that limits Chinese electric vehicle imports through a quota system with reduced tariffs, Canadian Prime Minister Mark Carney said Wednesday at the Group of Seven leaders summit in Evian, France.