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Ford (NYSE:F) and General Motors (NYSE:GM) closed Q1 2026 with a sharp contrast. GM topped estimates with a 41.31% EPS beat built on margin discipline. Ford answered with a $2.50 billion swing in adjusted EBIT and a louder transformation story. Both raised guidance. Only one is winning. Act now: the analyst who called NVIDIA in ... Ford vs GM: One Auto Giant Looks Much Stronger for 2026
It's no secret that Ford's stock price has been stuck in neutral for a decade, but the automaker is driving multiple new high-margin developments.
A couple of analysts recently raised their price targets for General Motors after an excellent earnings report.
Ford stock is up 6% in midday trading on Friday, extending an extraordinary run that has lifted Ford (NYSE:F) shares to $17.65. Impressively, the stock has rallied 43% over the past month. The catalyst isn’t about selling pickup trucks. A Wall Street Journal headline this week put it bluntly: “Ford’s Stock Is Surging and It’s ... Ford Just Rallied 43% In a Month: What Could Push the Stock to $20 Per Share?
Ford's battery storage ambitions and AI infrastructure enthusiasm drive its strongest monthly rally in 17 years.
Ford Motor (F) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
This automaker is taking on energy storage to unlock higher-margin business, incremental revenue, and a better valuation for its stock.
Ford (NYSE: F) and General Motors (NYSE: GM) recently posted Q1 2026 results, and the contrast in how each is returning cash was the most striking takeaway. GM authorized a new $6 billion buyback in January and lifted its dividend. Ford kept its payout flat and bought back a fraction of that. Same industry, very ... GM Authorized $6 Billion in Buybacks. Will Ford Match the Move?
A big move in Ford's stock.
A big move in Ford's stock.
Investors are already beginning to revalue Ford on the back of its new energy business.
Larry Kudlow spent Wednesday evening on Fox Business arguing that the economy is stronger than headlines admit. “The Trumpian economy is absolutely booming as is the stock market,” he said, listing the receipts: an Atlanta Fed nowcast pointing to 4.3% real GDP growth in the second quarter, core goods prices up only 1.1% excluding food ... Larry Kudlow: The ‘Trumpian Economy’ Is Booming Despite the Gas Price Noise
The mind-bending explosion of intergenerational wealth anticipated by the pending IPOs of SpaceX, Anthropic, and OpenAI—and the speculative melt-up of public equities—sure smacks of a bubble to us.
Ford stock has rallied over the last month amid optimism over its energy storage business. Is the stock still a buy?
The legacy auto makers are wading into AI with battery storage sales. That’s what is driving their stocks right now—not new vehicles.
Ferrari NV (NYSE: RACE) was once one of the market’s most unstoppable luxury growth stories.
Micron Technology and Ford Motor jumped more than 3% at close, while Rocket Lab USA closed up nearly 5% on Wednesday.
Last year, during the company's third-quarter earnings call, Ford CFO Kumare Glahotra made a promise to investors. “Improving quality is the single biggest driver to close our cost gap. Better quality lowers warranty expense and reduces recalls,” Galhotra said. But so far this year, Ford once again ...
GM, Ford and Toyota have said they are planning for U.S. new-car sales to stagnate or shrink this year, as prospective buyers stay on the sidelines of the new-car market.
Will Ford's pivot from EVs to energy storage turn out to be a brilliant move?
Ford, General Motors, and Stellantis have reportedly received preliminary FDIC approval for industrial bank charters, according to The New York Times.
Ford shares recently traded about 3.7% higher on the day, on track for their highest close since 2022. General Motors shares are also up about 4.5%, but Ford stock in particular has been surging this year as investors look at the company's energy division as an opportunity to capitalize on the AI boom and soaring energy demand.
Crude oil, gold, and silver are all sliding to start the day, while equities are up a smidge. Treasuries and the dollar are mostly flat, while Bitcoin continues to mark time in the mid-$70,000s.
Both F and TSLA jumped in a month, but Ford's Blue/Pro strength and 4% payout yield make it look more balanced than Tesla's shifting AI/AV narratives.
The technical Wall Street term for investors short-selling space stocks right now is “getting your face ripped off.” Shares of commercial space companies are on fire lately. Coming into Wednesday trading, shares of Rocket Lab and AST SpaceMobile to name two, were up 74% and 55%, respectively, over the past month, leaving them both up more than 380% over the past 12 months.
Earlier in May 2026, Ford Energy, a wholly owned Ford Motor Company unit, and EDF Power Solutions North America signed a five-year framework agreement giving EDF access to up to 4 GWh per year of grid-scale battery energy storage systems from 2028, potentially totaling 20 GWh. This move signals Ford’s push to build a meaningful presence in utility-grade energy storage, repurposing its battery capabilities beyond vehicles into long-duration grid infrastructure. We’ll now examine how Ford’s...
Texas oilfields may become America’s next major lithium source as AI-driven battery demand surges and Permian wastewater emerges as a new domestic supply opportunity.
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