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Ford abandons struggling EV strategy, investing $2B to convert plant into battery storage for AI data centers, targeting $106B market by 2030.

Ford Credit faces $8B EV residual value collapse as 800,000 off-lease vehicles flood market by 2028, threatening its outsized profit contribution despite smaller exposure than $GM or $TSLA.

Ford's Q1 2026 sales fell 8.8% YoY to 457,315 units, with EV sales collapsing 69.6% and electrified vehicles down 34.8%, offsetting strength in Explorer and Expedition.

Rivian's EV van business disappointed despite Amazon's 100K order, but improved specs and 2025 profitability could unlock major fleet orders.

Global EV battery market projected to triple from $91.93B in 2024 to $251.33B by 2035, driven by cylindrical batteries and anode innovations.

$TSLA gained 4.52% amid market rally, but faces Q1 delivery estimates of 365K-366K units, signaling demand weakness ahead of April 2 report.

Tesla's 17.8% margins compress as Ford braces for $4-4.5B EV losses; subsidies fade, forcing profit-over-growth pivot.

Netflix and Sony raise prices as OpenAI warns of Microsoft dependency risks. Arm enters chip production; regulatory scrutiny intensifies on AI partnerships and labor displacement.

Gene Munster expects Tesla's Q1 delivery report to reveal post-tax credit EV demand trends. Legacy automakers scaling back EV investments leaves Tesla with limited U.S. competition.

Ford deploys unicasting technology to slash production costs and compete with Chinese rivals, but repair expenses pose unexpected risk to total vehicle ownership.

Stellantis tickets employees driving non-Stellantis vehicles at Michigan HQ, forcing distant parking. Ford and GM reportedly employ similar policies.

U.S. EV sales plunged 28% in Q1 2026, but Tesla captured over 50% market share despite the sector-wide collapse, signaling strong competitive advantages.

Ford's $5B EV push targets 2027 profitability after $14.5B three-year losses, but Tesla's autonomous driving vision and existing cost competitiveness pose formidable barriers.

S&P 500 surged 1.64% as Trump announced halt to military strikes on Iran and claimed peace talks, though Tehran immediately denied negotiations were underway.

Ford shares rose 2% premarket after announcing MLB partnership and co-branded credit card with Bread Financial, though technical indicators show mixed momentum.

Tesla faces competition from scaled-up EV makers like Rivian while Ford and GM retreat from electric vehicles amid demand slowdown.

Ferrari's luxury positioning and 27% operating margins outweigh Ford's cheaper valuation, offering better long-term returns despite both trading below 2026 highs.

Ford CEO Jim Farley sells $121K in Harley-Davidson shares, his first such transaction, as HOG faces steep declines and leadership overhaul.

Puget Sound Energy and ChargeScape debut V2H technology in Washington, enabling EVs to power homes during outages and support grid stability.

Iran conflict risks disrupting global auto sales, with Chinese automakers facing direct Middle East exposure. Oil supply concerns could boost EV demand if prices spike significantly.