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Investing.com36d agoneutral
Micron and Ford announce long-term memory supply agreement

Investing.com -- Micron Technology Inc and Ford Motor Company announced Monday a long-term strategic customer agreement to strengthen the supply of memory and storage solutions for Ford’s next-generation vehicle production.

Ford (F) Resets EV Plans After Sales Slump And Supplier Fire
Simply Wall St.37d agobearish
Ford (F) Resets EV Plans After Sales Slump And Supplier Fire

Ford Motor (NYSE:F) is overhauling its electric vehicle strategy after a sharp decline in EV sales. The company is shifting focus toward smaller, more affordable EVs while maintaining emphasis on high-margin traditional models. Production has been disrupted by a fire at a supplier plant that affected F-Series deliveries. Ford Motor is a core player in global auto manufacturing, with a long history in trucks, SUVs, and commercial vehicles. Its latest EV reset comes as the industry works...

Ford Vs. Toyota: Buy Toyota to Secure Dominant Global Cash Flow and Hybrid Supremacy
24/7 Wall St.38d agobullish
Ford Vs. Toyota: Buy Toyota to Secure Dominant Global Cash Flow and Hybrid Supremacy

Toyota (NYSE:TM) and Ford (NYSE:F) closed very different earnings cycles. Toyota wrapped fiscal 2026 with $323.62 billion in revenue and a global hybrid engine humming across five brands. Ford posted a $43.25 billion Q1 and raised its 2026 outlook, yet the story underneath is a U.S. truck franchise carrying an EV division still bleeding cash. ... Ford Vs. Toyota: Buy Toyota to Secure Dominant Global Cash Flow and Hybrid Supremacy

BofA sees Ford chasing a market far bigger than EVs
TheStreet39d agoneutral
BofA sees Ford chasing a market far bigger than EVs

For years electric vehicles were the auto industry's most significant growth story. That story has become more complicated. Demand has been patchy. Losses have stung. Car producers have been compelled to re-evaluate how swiftly they should invest in battery factories, electric lorries and ...

Ford Is Now Down 4 Days in a Row. Is It Time to Switch to General Motors or Stellantis?
24/7 Wall St.40d agoneutral
Ford Is Now Down 4 Days in a Row. Is It Time to Switch to General Motors or Stellantis?

Shares of Ford (NYSE:F) are down 2% to $13 in Thursday midday trading, putting the stock on track for a fourth straight down day. The catalyst is a soft Q2 U.S. sales report, and the slide has investors asking whether the money would be better parked in a Detroit rival. Both General Motors (NYSE:GM) and ... Ford Is Now Down 4 Days in a Row. Is It Time to Switch to General Motors or Stellantis?

Ford Q2 US sales fall on EV weakness, supply constraints
Proactive40d agobearish
Ford Q2 US sales fall on EV weakness, supply constraints

Ford Motor Company (NYSE:F) reported a 10.3% year-over-year decline in US second-quarter sales on Thursday, as supply constraints affecting its F-Series pickup trucks and a sharp drop in electric vehicle demand weighed on results. The automaker sold 549,200 vehicles in the quarter, down from...

With Its First Mass-Market Vehicle Launching, Is Rivian Stock Ready To Turn The Corner?
Trefis40d agoneutral
With Its First Mass-Market Vehicle Launching, Is Rivian Stock Ready To Turn The Corner?

Rivian (RIVN) is a company at a pivot point. After years of producing its premium R1 electric truck and SUV, it has just begun production of the R2, its first vehicle designed for a mass market. For investors, this is the moment the story changes. The stock has gained 25% over the past year but still trades about 23% below its 52-week high, reflecting both the promise and the peril of this transition. The practical question is whether this operational turning point makes RIVN stock a smart buy r

GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy
24/7 Wall St.40d agobullish
GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy

General Motors (NYSE: GM) and Ford (NYSE: F) both reported Q1 2026 results in late April, and the earnings reports revealed two very different Detroit strategies. GM leaned on unified Ultium battery scale, a richer sales mix, and heavy share retirement. Ford leaned on hybrids, F-Series demand, and a fast-growing Ford Pro software business while ... GM Vs. Ford: GM’s Unified Battery Scale and Aggressive Share Buybacks Make It The Better Buy

Ford US second quarter sales fall 10%
Reuters40d agobearish
Ford US second quarter sales fall 10%

July 2 (Reuters) - Ford on Thursday reported a 10.3% drop in U.S. sales in the second quarter, as the automaker reeled from lower inventory of its F-150 pickup trucks.

Ford (F) Brings Back 350 Veteran Engineers To Fix Quality Problems
Simply Wall St.41d agoneutral
Ford (F) Brings Back 350 Veteran Engineers To Fix Quality Problems

Ford Motor (NYSE:F) has shifted away from relying primarily on AI-driven quality control systems. The company has brought in 350 veteran engineers to mentor staff and overhaul quality assurance practices. This human-led reset is linked to reduced warranty and recall costs and better results in industry quality surveys, including JD Power rankings. Ford Motor, a major global automaker, is refocusing its quality approach on experienced engineers after earlier efforts centered on automated and...