News — AI supercycle headlines

GuruFocus.com2d agobearish

Ford Drops 8% As AI Rally Suddenly Cools

Ford shares fell after a 21% two-day surge tied to its energy storage business and possible AI hyperscaler demand.

Bloomberg2d agobearish

Ford Falls Most in 15 Months After AI-Driven Rally Abates

(Bloomberg) -- Ford Motor Co.’s blistering rally screeched to a halt Friday, as a broader market selloff cooled enthusiasm over the automaker’s potential to benefit from the boom in energy demand for artificial intelligence.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Nigerian Tycoon Femi Otedola Buys £53 Million London MansionTrum

Investor's Business Daily2d agobearish

Stock Market Today: Dow Falls As Oil Prices, Yields Jump; Applied Materials, Nvidia, Cerebras Slide (Live Coverage)

Dow futures fell as oil prices and Treasury yields jumped. AI chip plays Applied Materials, Nvidia and Cerebras retreated. The Trump-Xi summit is over.

AMAT AVGO CLS F FN MRVL MU NVDA+4

Simply Wall St.4d agobearish

Assessing Ford Motor (F) Valuation After F 150 Recall Oakville Retooling Support And Upcoming Unifor Talks

Ford Motor (F) is back in focus after a large F 150 recall, fresh government support for retooling its Oakville plant, and upcoming Unifor labor talks that could reshape future truck production and costs. See our latest analysis for Ford Motor. Ford’s share price has softened over the past quarter, with a 90 day share price return down 13.43% and a year to date share price return down 10.12%. At the same time, the 1 year total shareholder return of 18.69% points to longer term momentum that...

Zacks5d agobearish

STRT Q3 Earnings Miss Estimates on Lower Volume and Forex Drag

STRT's Q3 EPS and sales miss estimates as OEM volume falls and forex/tariffs hurt, even with restructuring gains and strong cash.

F GM MGA

Barchart5d agobearish

GM Stock News: General Motors Layoffs Hit IT Workers

General Motors shares sink as the company announced IT layoffs. But the announcement may actually prove bullish for GM stock in the long run.

F GM

Zacks10d agobearish

Is Ford Planning to Sell Part of Its Spain Plant to Geely?

F is reportedly in advanced talks to sell part of its Valencia plant to Geely, a move that could support a new EV project in Europe.

F GM

Barrons.com11d agobearish

Tesla Has Recalled 219,000 Cars This Year. How That Compares to Ford and Toyota.

Tesla stock rose early Wednesday as the electric-vehicle maker recalled 218,868 cars to correct a rearview camera issue. Tesla shares were up 0.2% at $390.26, while and futures were up 0.7% and 0.9%, respectively. Benchmark oil prices were down 8% at just over $101 per barrel in early trading.

F TSLA ^DJI