Ford is cutting losses and targeting improved margins and software subscribers, with the value of a $2,500 investment by 2031 hinging on management's execution.

JPMorgan raised Ford's price target by one dollar to 16 dollars.

US CEOs are alarmed by China's highly automated 'dark factories,' spurring a race to build one in the US.

Micron announced a deal with Ford, contributing to a disclosed $100 billion revenue backlog expected over several years.

Ford won its first J.D. Power quality crown since 2010, indicating its quality push is reducing costs.

The post reports that Ford stock fell 20% in June and suggests that a major development in July could affect future production and sales.

The post compares Ford and Tesla Q1 2026 results, highlighting Ford's truck and fleet software strength versus Tesla's margin recovery and FSD subscriptions, and questions which is the better buy.

Micron and Ford signed a strategic agreement to strengthen long-term memory supply and industry resilience.

The post compares Ford and Toyota earnings, arguing Toyota offers stronger global cash flow and hybrid dominance while Ford's EV division struggles; it recommends buying Toyota.

Electric cars became cheaper in Germany despite rising average prices.

Iran claimed its naval air defense shot down a US LUCAS drone off the southern coast, citing state media photos of a damaged drone.

The Atlanta Fed GDPNow model maintained its forecast for US Q2 2026 real GDP growth at 1.7%.

An article from Finnhub urges investors to consider three top auto stocks for potential market-beating returns.

China exported a record 1.07 million vehicles in June 2026, up 73% year-over-year, driven by EVs and plug-in hybrids backed by subsidies and battery supply chain dominance.

Chinese domestic futures closed mixed overnight, with PTA down over 2%, synthetic rubber up over 1%, and plastic and soybean meal up nearly 1%.

Ford's executive chairman stated the U.S. cannot permanently exclude Chinese cars from its market, as China's automakers rapidly gain global share.

Stellantis reported a 10% rise in preliminary second-quarter vehicle shipments to nearly 1.6 million units, driven by strong North American growth.

A London court rejected most emissions cheating claims against Mercedes-Benz, Ford, and Renault in a class action. The ruling largely favors the carmakers, though some allegations remain.

The post warns against two auto stocks in the second half of 2026, with one potentially troubled and the other not cheap enough.