Ford

Canadian Prime Minister Mark Carney and U.S. President Donald Trump held last-minute negotiations to avoid 50% U.S. tariffs on $20 billion of Canadian exports, including hockey sticks and liquor, set for a Wednesday deadline. The tariffs, invoked under the rarely-used Section 338 of the Tariff Act of 1930, were paused for three days after progress toward a deal. The dispute stems from U.S. allegations of Canadian trade discrimination in alcohol, autos, and dairy. Existing tariffs already cover Canadian steel, aluminum, and lumber.

137 reports · 39 sources · Updated Aug 31, 04:45 AM UTC

Ford Motor Company announced on August 12, 2026, that it will phase out imports of Lincoln vehicles from China to the United States starting in 2030, expanding domestic production instead. The decision, driven by President Trump’s automotive tariffs and reshoring policies, is expected to create thousands of US jobs. The Lincoln Nautilus, imported from China since 2024, faces a 52.5% tariff. Ford currently assembles the Navigator and Aviator in Kentucky and Illinois, exporting to Canada, Mexico, and the Middle East.

7 reports · 3 sources · Updated Aug 14, 06:01 PM UTC

Amazon disclosed receiving $600 million in tariff refunds in Q2 2026, following a Supreme Court ruling that invalidated many Trump-era tariffs imposed under IEEPA. CFO Brian Olsavsky said the company will automatically refund customers in limited cases where tariff charges were directly passed on, and use remaining funds to lower prices. The refunds come amid a class-action lawsuit accusing Amazon of initially avoiding refunds to curry favor with Trump. Other major retailers like Apple, Walmart, and Costco also applied for refunds.

7 reports · 3 sources · Updated Aug 7, 10:26 PM UTC

The U.S. Army has awarded contracts to Ford, GM Defense, and BC Customs to build competing prototypes of the Infantry Squad Vehicle-Heavy (ISV-H), a six-seat tactical vehicle designed to carry a 4,000-pound payload, tow 6,500 pounds, and export 60 kW of power for counter-drone and directed-energy weapons. Each company will deliver three prototypes by March 30, 2027. The Army plans an initial purchase of 34 vehicles at $463,000 each, with a long-term goal of 606 units to address power-generation gaps at the brigade level.

7 reports · 3 sources · Updated Jul 29, 12:54 PM UTC

Ford issued a recall for nearly 80,000 Explorer and Lincoln Aviator SUVs from the 2026 and 2027 model years due to a defect where the driver's seat can recline on its own when the vehicle is remotely unlocked or started, potentially pinning second-row passengers and increasing injury risk. The National Highway Traffic Safety Administration identified the issue. Ford has not yet developed a fix or determined a notification schedule, but no accidents or injuries have been reported. This recall adds to Ford's record-setting pace of recalls in 2026, with 61 total U.S. recalls this year—more than the next three automakers combined—following earlier recalls for seats moving unexpectedly and engine fire risks in Broncos and F-series trucks.

1 reports · 1 sources · Updated Jul 28, 01:33 PM UTC

South Korea's KOSPI index plunged approximately 10% on Tuesday, driven by a global selloff in tech stocks, particularly chipmakers SK Hynix and Samsung Electronics, which fell 13% and 12% respectively. The decline was attributed to renewed concerns over AI investment spending and competition from lower-cost Chinese companies. The weakness also spread to Japan's Nikkei, which fell 4.1%. Separately, Ford and General Motors are competing for a major Pentagon contract to build a tactical truck for the U.S. Army, with prototypes due for testing and first deliveries expected by March 2027. The contract could involve at least 600 vehicles at about $330,000 each. Additionally, Cracker Barrel CEO Julie Masino is stepping down after less than three years, following an ill-fated rebranding effort. She will be succeeded by former Bloomin' Brands CEO David Deno. Other trending stories include the FAA calling for Boeing 737 MAX seat inspections, BuzzFeed's plan to cut a third of its workforce, and Taiwan reportedly probing Nvidia over alleged AI chip smuggling to China.

1 reports · 1 sources · Updated Jul 28, 10:40 AM UTC

Google, Ford, Carhartt, and BlackRock have formed the Alliance for America's Skilled Trades, a partnership announced on July 21, 2026, to expand access to vocational training programs. The initiative aims to address a projected shortfall of over 2.1 million skilled trade workers by 2030, including electricians, HVAC technicians, and plumbers, as reported by JLL. The alliance will support workforce training across 30 states, focusing on apprenticeships and pre-apprenticeship programs to build a skilled trades pipeline. Research from BlackRock indicates infrastructure-related jobs will grow 5% from 2024-2034, outpacing national averages. McKinsey estimates $85 trillion in infrastructure investments are needed over 15 years. The group will partner with Jobs for the Future and the Burning Glass Institute to identify gaps and share best practices. The U.S. Department of Education warns the labor shortage could cause up to $1 trillion in annual economic losses.

1 reports · 1 sources · Updated Jul 27, 12:39 PM UTC

Ford issued a recall on July 24, 2026, for more than 500,000 Bronco SUVs (2021-2026 models, including Bronco Raptors) due to a wiring harness defect in the engine compartment that can cause a short circuit, potentially leading to engine fires. The National Highway Traffic Safety Administration (NHTSA) filing notes drivers may see smoke or warning messages before flames appear. Ford is aware of 15 fire incidents but no injuries or accidents. Owners will be notified on August 24, and Ford will install a new wiring compartment covering for free. This recall adds to Ford's record-setting pace of recalls in 2026, with 60 total recalls so far, the most of any automaker, following 153 recalls in 2025.

1 reports · 1 sources · Updated Jul 24, 03:55 PM UTC

Dutch sports car manufacturer Donkervoort has confirmed its new P24 RS supercar will be sold in the UK and other right-hand-drive markets, including Ireland, Australia, and Japan. This marks the first time the company has produced a car with right-hand drive. The P24 RS is the most extreme vehicle in Donkervoort's history, weighing just 780kg and powered by a Ford-sourced 3.5-liter EcoBoost V6 engine, tuned by Dutch Formula 1 specialist Van der Lee to deliver up to 600hp. Drivers can select between 400, 500, or 600hp outputs. The car features a five-speed manual gearbox, a Torsen limited-slip differential, and can generate up to 2.3G in corners. Only 150 examples will be built, with 30 allocated for right-hand-drive production. The expected launch date is 2028, coinciding with Donkervoort's 50th anniversary. West Sussex-based Premier GT has been appointed as the official UK distributor.

1 reports · 1 sources · Updated Jul 24, 03:17 PM UTC

Dutch sports car manufacturer Donkervoort has confirmed its new P24 RS supercar will be sold in the UK and other right-hand-drive markets, including Ireland, Australia, and Japan. This marks the company's first-ever right-hand-drive production car, with a launch expected in 2028 to coincide with Donkervoort's 50th anniversary. The P24 RS is the most extreme vehicle in the company's history, weighing just 780kg thanks to carbon fiber construction. It is powered by a Ford-supplied 3.5-liter EcoBoost V6 engine, with bespoke turbochargers from Dutch Formula 1 specialist Van der Lee, offering selectable power outputs of 400, 500, or 600hp. The car can accelerate from 0-124mph in 7.4 seconds and reach a top speed of 186mph. Only 150 examples are planned, with 30 allocated for right-hand-drive production. West Sussex-based Premier GT has been appointed as the official UK distributor, and several orders have already been placed by British customers.

1 reports · 1 sources · Updated Jul 24, 03:17 PM UTC

Dutch sports car manufacturer Donkervoort has confirmed its new P24 RS supercar will be sold in the UK and other right-hand-drive markets including Ireland, Australia, and Japan. This marks the first time the company has produced a car with right-hand drive. The P24 RS, revealed earlier this year, is the most extreme vehicle in Donkervoort's history, weighing just 780kg dry thanks to carbon fiber construction. It is powered by a Ford-sourced 3.5-liter EcoBoost V6 engine, with bespoke turbochargers from Van der Lee allowing drivers to select between 400, 500, or 600 horsepower. The car features a five-speed manual gearbox with rev-matching and a Torsen limited-slip differential. Only 150 examples are planned, with 30 allocated for right-hand-drive production. The expected launch date of 2028 coincides with Donkervoort's 50th anniversary. West Sussex-based Premier GT has been appointed as the official UK distributor, and several orders have already been received from British customers.

1 reports · 1 sources · Updated Jul 24, 03:17 PM UTC

Ford and Geely have agreed to create a manufacturing joint venture at Ford's underused Valencia plant in Almussafes, Spain. Ford will own 66% of the venture, while Geely will hold 34% after paying approximately €221 million. The partnership aims to produce five vehicle models, including Ford's Kuga, a new Bronco, a multi-energy crossover, and two Geely electric SUVs. Production is expected to begin in late 2028 for Ford's crossover and 2029 for Geely's models. The plant, with an annual capacity of 500,000 vehicles, has been operating at around 30% capacity, with output falling below 100,000 vehicles by 2025. Ford Europe's market share dropped to 2.2% in June 2026, trailing Chinese competitors. The deal provides Ford with cost relief and access to Geely's EV expertise, while Geely gains a European manufacturing base to navigate EU tariffs and local content rules.

1 reports · 1 sources · Updated Jul 23, 05:56 PM UTC

Ford and Apple announced a major expansion of their partnership, moving beyond CarPlay to integrate Apple Maps natively into Ford's upcoming universal EV platform. The system will power built-in navigation, traffic data, EV route planning, battery preconditioning, and location-aware features like automatic garage door opening. It will debut in a $30,000 EV pickup expected in 2027. Crucially, Android users will not need an iPhone to use the system. Ford's Latitude AI subsidiary will also use Apple Maps road-level data to develop a next-generation hands-free driving system designed for seamless highway travel. This partnership contrasts with rivals: GM is phasing out CarPlay for its own Google-based interface, while Tesla and Rivian maintain proprietary software ecosystems. The deal signals Apple's deeper push into automotive software beyond phone projection.

1 reports · 1 sources · Updated Jul 23, 04:35 PM UTC

Honda Motor confirmed on July 23, 2026 that a next-generation Ridgeline pickup truck will be produced in the US following a temporary production stoppage later this year at its Alabama plant. The future of the midsize truck had been uncertain due to California emissions regulations. Production is expected to resume within two years, likely in 2028. Honda aims to increase the vehicle's ruggedness and capability, though executives declined to comment on whether it will shift to a traditional body-on-frame design. Ridgeline sales were down about 3% in the first half of 2026, with annual sales between 41,000 and 52,000 units since 2021, compared to over 270,000 Toyota Tacomas sold in 2025. Meanwhile, Honda's CR-V compact crossover led US auto sales for the first half of 2026 for the first time ever, with sales up roughly 6% year-over-year, as Ford F-Series and Toyota RAV4 faced production bottlenecks.

1 reports · 1 sources · Updated Jul 23, 04:00 PM UTC

Chinese automaker Geely Auto will produce two electric SUVs at Ford's Valencia, Spain plant under a joint venture (66% Ford, 33% Geely). The first model, the EX5, is already sold in Europe and will roll off the line in 2028. The partnership helps Geely localize production ahead of upcoming EU 'Made in Europe' rules requiring minimum local content for EVs. For Ford, the deal utilizes excess factory capacity as its European sales have declined sharply. The collaboration builds on a long relationship dating to Geely's 2010 purchase of Volvo Cars from Ford. This is Geely Auto's first European production facility. Spain is attractive to Chinese EV makers due to lower labor and energy costs and being Europe's second-largest car manufacturing country.

1 reports · 1 sources · Updated Jul 23, 09:47 AM UTC

A Yahoo Finance analysis details the severe downturn in the U.S. electric vehicle industry as of mid-2026. Lucid's market cap has collapsed from $91 billion to $2.87 billion, with $3.8 billion in negative free cash flow against $1.35 billion in 2025 revenue, sustained only by Saudi Arabian funding. Rivian fell from a $150 billion peak to roughly $25 billion, with cash reserves halved to $2.85 billion, relying on Volkswagen, Uber, and a DOE loan. Legacy automakers also suffered: Stellantis posted a $22.33 billion net loss for FY2025, and Ford recorded $10.7 billion in EV-related impairments. Tesla remains dominant with a $1.4 trillion market cap but saw Q4 2025 deliveries fall 16%. The article concludes that pure-play EV startups face existential risk and may not achieve cash flow positivity before 2030.

1 reports · 1 sources · Updated Jul 22, 02:07 PM UTC

General Motors is increasingly focusing on software and subscription services as a high-margin revenue stream, highlighted by strong growth in OnStar and Super Cruise. OnStar generated approximately $800 million in Q2 2024, up over 20% year-over-year, with GM expecting to add 1 million subscribers this year. Super Cruise, GM's hands-free driving system, saw revenue rise 70% and is on track to exceed 850,000 subscribers by year-end. Retention after the free three-year trial is 30-40%. GM's software business retains roughly 70 cents per dollar, far exceeding typical auto margins. The push comes as EVs reduce traditional maintenance revenue. Competitors like Ford, Tesla, Mercedes-Benz, and BMW are also expanding subscription offerings. Wall Street reacted positively, with GM stock rising 8.8% after the earnings call.

1 reports · 1 sources · Updated Jul 22, 09:03 AM UTC

BlackRock, Carhartt, Ford, and Google have formed the Alliance for America's Skilled Trades to address a growing labor shortage in skilled trades such as electrical work, HVAC, plumbing, and construction. The initiative will partner with labor unions and trade associations, invest in apprenticeship programs, and promote career pathways. The announcement comes amid a shrinking skilled workforce due to retirements and rising demand from infrastructure and data center projects. The article also notes a shift in student enrollment toward shorter-term, career-focused programs like associate degrees and certificates, as confidence in four-year bachelor's degrees declines. Experts warn the shortage threatens key sectors including data centers, laboratories, and manufacturing facilities.

1 reports · 1 sources · Updated Jul 21, 07:18 PM UTC

General Motors reported a $2.3 billion EV-related charge in its latest quarter, bringing total costs from its EV strategy reset to $10.9 billion since the second half of 2025. The automaker is cutting battery capacity, reworking factories for gas engine production, and shipping fewer EVs to dealerships—31,000 fewer in Q2 compared to a year earlier—while increasing gas-powered vehicle shipments by 30,000. The shift follows the expiration of the $7,500 federal EV tax credit in September, which dampened US demand. GM's luxury brand Cadillac, despite being America's best-selling luxury EV maker, is also developing new internal combustion engine vehicles launching from spring 2025 through 2028. CEO Mary Barra's 2021 prediction that GM would outsell Tesla in EVs by 2025 did not materialize; GM sold just over 150,000 EVs last year versus Tesla's 590,000. GM says the major cash costs from the EV reset are now substantially complete, and its stock rose over 3% after the earnings call.

1 reports · 1 sources · Updated Jul 21, 04:12 PM UTC

A Yahoo Finance article reports on companies with exceptionally generous retirement plans that have created many millionaire employees. Costco provides automatic contributions of 4% of pay after one year, rising to 9% after 25 years, helping thousands of hourly workers amass over $1 million in savings. Southwest Airlines offers a dollar-for-dollar match up to 9.3%, while Visa matches $2 for every $1 saved up to 5% of pay. Unionized Ford and GM workers receive a 10% contribution without requiring matching. Publix automatically gives shares to employees after 1,000 work hours annually, and Stewart's Shops runs an Employee Stock Ownership Plan (ESOP) instead of a 401(k), reporting over 200 cashiers becoming millionaires through stock ownership. The article notes that these generous retirement benefits serve as a retention tool, particularly in industries relying on experienced workers.

1 reports · 1 sources · Updated Jul 21, 01:30 PM UTC

According to the American Customer Satisfaction Index (ACSI) Automobile Study 2026, Chrysler is ranked as America's worst car brand among 16 mass market brands, scoring 67 out of 100, well below the average of 78. The brand, owned by Stellantis, has seen sales collapse by 80% over two decades, from nearly 600,000 vehicles in 2005 to fewer than 125,000 in 2024. Stellantis has underinvested in Chrysler, which now only sells two minivans (Pacifica and Voyager). Toyota topped the rankings with a score of 83, followed by Subaru at 81. The article notes that reviving Chrysler would require billions in investment and would pit new models against Stellantis' own Jeep and Ram brands, making a meaningful recovery nearly impossible.

1 reports · 1 sources · Updated Jul 21, 12:59 PM UTC

According to the American Customer Satisfaction Index (ACSI) Automobile Study 2026, Chrysler has been ranked as America's worst car brand among mass market vehicles, scoring just 67 out of 100. The survey, based on 6,699 responses collected from July 2025 to June 2026, evaluated 16 brands on factors including comfort, safety, dependability, and technology. Toyota led the mass market segment with a score of 83, followed by Subaru at 81. Chrysler, owned by Stellantis, has seen its sales plummet by 80% over two decades, from nearly 600,000 vehicles in 2005 to fewer than 125,000 in 2024. The brand now only offers two minivan models—the Pacifica and Voyager. Analysts note that Stellantis has underinvested in Chrysler, and a turnaround would require billions of dollars and compete with the company's own Jeep and Ram brands, making recovery nearly impossible.

1 reports · 1 sources · Updated Jul 21, 12:59 PM UTC

Tamil Nadu Chief Minister C. Joseph Vijay met with a Ford delegation led by vice-president Matthew Godlewski on July 20, 2026, in Chennai. The CM requested Ford to resume production and expansion activities at its manufacturing facility in Maraimalai Nagar, near Chennai, and to fully utilize the plant. Discussions also covered expansion of Ford's Global Capability Centres in Tamil Nadu, including a new centre in Coimbatore. Engine production is set to commence at the Maraimalai Nagar factory with an investment of ₹3,250 crore. The CM recalled Ford's 30-year relationship with the state and assured government cooperation. Industries Minister S. Keerthana and Ford managing director Simonetta Verdi were among those present.

1 reports · 1 sources · Updated Jul 21, 08:03 AM UTC

Tesla's management has announced a massive ramp-up in capital expenditures to over $25 billion for 2026, up from under $9 billion the prior year. The spending is earmarked for six new factories, AI infrastructure, and projects like Optimus and Cybercab. The company warns this could lead to negative free cash flow for the rest of the year, creating a race against time as initial production of new products will be slow. With a trailing P/E multiple of 318.9, the stock's valuation bakes in near-flawless execution. The article notes TSLA has fallen 74% from a peak within the past five years, highlighting the risk of concentrated positions. The analysis emphasizes that the key to watch is how quickly spending generates tangible, scalable results.

1 reports · 1 sources · Updated Jul 20, 12:54 PM UTC

Finnish driver Sami Pajari (Toyota Yaris) is on the verge of his first career World Rally Championship victory after building a 25-second lead heading into the final day of Rally Estonia. Co-driven by Marko Salminen, Pajari won all seven stages on Friday and dominated much of Saturday, despite a scare when he hit a stone on stage 14. Swedish driver Oliver Solberg, last year's winner, sits second, acknowledging that second place may be the maximum given Pajari's pace. Adrien Fourmaux holds third but is under pressure from teammate Thierry Neuville, just 1.9 seconds behind. Championship leader Elfyn Evans climbed to sixth after benefiting from rivals' issues. The rally concludes Sunday with two passes through the 24.39 km Kääriku stage, the second serving as the power stage.

1 reports · 1 sources · Updated Jul 18, 09:37 PM UTC

A 24/7 Wall St. analysis published on Yahoo Finance predicts Tesla (TSLA) stock has 12.39% upside to a $439.50 price target over 12 months, citing improving automotive gross margins (21.1% in Q1 2026 vs 16.2% prior), strong FSD subscriber growth (1.28 million, up 51%), and a 117% jump in free cash flow to $1.44 billion. The stock trades at $391.06, 15% below its 52-week high. Catalysts include Cybercab production, Semi ramp, and unsupervised FSD rollout. The bull case targets $492.94 (26% return), while the bear case is $383.32. The analysis contrasts Tesla's premium valuation (P/E 357) with Rivian's projected $2B EBITDA loss and Ford's $55.5B market cap despite higher revenue, framing Tesla as an autonomy and robotics bet. Risks include high operating expense growth (37% YoY) and notable insider selling.

1 reports · 1 sources · Updated Jul 18, 02:30 PM UTC

A 24/7 Wall St. analysis published on Yahoo Finance predicts Tesla (TSLA) stock has 12.39% upside to a $439.50 target over 12 months, with 90% model confidence. The stock trades at $391.06, 15% below its 52-week high. Key fundamentals include Q1 2026 revenue growth of 15.78% to $22.39 billion, automotive gross margin expansion to 21.1% from 16.2%, free cash flow surge of 117% to $1.44 billion, and 1.28 million FSD subscribers (up 51%). Bull case catalysts include Cybercab production, Semi ramp, and unsupervised FSD rollout. Bear risks include a trailing P/E of 357, energy storage revenue decline, rising operating expenses, and insider selling. The analysis contrasts Tesla with Rivian (projected $2B EBITDA loss) and Ford ($55.5B market cap with 5.4% dividend yield), framing Tesla as an autonomy and robotics play.

1 reports · 1 sources · Updated Jul 18, 02:30 PM UTC

Tesla Inc. heads into its second-quarter earnings report with strong momentum from its robotaxi service expansion, according to a Bank of America analysis. The bank reiterated a Buy rating and $460 price target, citing rapid fleet scaling, delivery numbers that beat Wall Street estimates, and upcoming milestones for the Optimus humanoid robot. Tesla now operates robotaxis in five markets after a July 3 launch in Miami, with four more markets in preparation. Its Texas fleet grew to 175 vehicles, the fastest among tracked operators, with no serious injuries reported. Tesla delivered approximately 480,000 vehicles in Q2, up 25% year-over-year and above consensus estimates of 406,000, gaining BEV market share. Bank of America also highlighted Optimus production targets for late July/August at Fremont, a potential Gen 3 reveal, and a 25 GWh energy storage deal with NatPower. The bank views Tesla as in early stages of monetizing autonomy capabilities.

1 reports · 1 sources · Updated Jul 17, 03:54 PM UTC

This article analyzes a potential $2,500 investment in Ford (F) stock by 2031. Under a base case, the investment could grow to about $3,558, a 42% total return, with a modeled price target of $20.20 per share. The bull case is driven by Ford Pro's commercial arm, which has 879,000 paid software subscribers (up 30% YoY) and strong EBIT margins. The bear case centers on Model e losses of up to $4.5B, commodity headwinds, and tariff impacts. Ford trades at a forward P/E of about 9, offers a near 5% dividend yield, and has raised 2026 guidance to adjusted EBIT of $8.5B-$10.5B. Analyst sentiment is 71% neutral with an average target of $14.95.

1 reports · 1 sources · Updated Jul 17, 03:44 PM UTC

This Wall Street Roundup episode analyzes a macro-focused week dominated by the release of the April Consumer Price Index (CPI), which rose to 3.8%, up from 3.3% in March. The increase, largely driven by energy costs amid geopolitical tensions involving the Strait of Hormuz, has intensified investor concerns about persistent inflation. Consequently, market expectations for Federal Reserve policy have shifted significantly; while a June rate change remains unlikely, the probability of higher interest rates by December has surged to 50%, compared to near-zero levels a month ago. In corporate news, Ford stock rallied due to enthusiasm surrounding its AI data center initiatives, illustrating a broader trend of traditional industrials adapting to AI-driven demand. Meanwhile, investors are closely awaiting Nvidia's upcoming earnings report, with scrutiny intensifying regarding whether its growth can justify its current valuation. The discussion also touches on former President Trump's recent trip to China and the general market drift toward new highs despite economic headwinds.

1 reports · 1 sources