1 Reason BYD Co. Could Be the Top Stock Investors Are Missing

BYD Co., a Chinese EV maker, has surpassed Tesla in full-electric vehicle sales and Ford in total vehicle deliveries. The company aims to become the world's largest automaker by sales within five years, more than doubling its current 4.8 million annual sales to compete with Toyota's 11.3 million. BYD plans to achieve this through international expansion in Europe, Latin America, Southeast Asia, and Australia, leveraging its vertical integration and advanced technology without entering the U.S. market.

08/12/2026, 2:05 AM • The Motley Fool

Ford and Stellantis Make Brilliant Moves to Gain Market Share. Is It Too Little, Too Late?

Ford and Stellantis are strategically addressing the U.S. automotive affordability crisis by launching multiple affordable vehicle models under $40,000 over the next few years. Ford plans a $25,000 crossover by 2029 and a sub-$40,000 Mustang, while Stellantis aims to launch nine vehicles under $40,000 (two under $30,000) by 2030 as part of its turnaround strategy. These moves could boost factory utilization and market share, though success depends on maintaining quality and timing in an evolving market.

08/11/2026, 6:05 PM • The Motley Fool

All It Takes Is 1,700 Shares of This High-Yielding Dividend Stock to Generate Over $1,000 in Yearly Dividends.

Ford Motor Company offers an attractive 4.25% dividend yield, allowing investors with approximately 1,700 shares (~$23,400) to generate over $1,000 in annual dividend income. The company is undergoing a turnaround with improved profitability, plans for hybrid and autonomous vehicles by 2028, and raised full-year guidance. However, risks include competition, union demands, and geopolitical uncertainties. Ford's valuation metrics are compelling with a P/E ratio of 8 and price-to-sales of 0.30.

08/08/2026, 6:05 AM • The Motley Fool

Trump Tariff Refunds Just Topped $100 Billion, and These Companies Are Receiving Some of the Largest Checks

The Trump administration is issuing over $166 billion in tariff refunds after the U.S. Supreme Court invalidated tariffs imposed under the IEEPA in February 2026. Major companies like Apple ($2.19B), Walmart ($2.4B expected), and Amazon ($600M) are receiving substantial refunds that boost earnings. However, new tariffs imposed via Section 301 of the Trade Act may reignite inflationary pressures in coming quarters.

08/07/2026, 6:06 PM • The Motley Fool

Software-Defined Vehicle Market to Reach $1.70 Trillion by 2035, Driven by Centralized Computing, AI and OTA Updates - Insights by SDV Type, E/E Architecture, Vehicle Type, Offering, Application, and Region

The global software-defined vehicle (SDV) market is projected to grow from $447.55 billion in 2026 to $1.70 trillion by 2035, with a 16% CAGR. Growth is driven by centralized computing architectures, over-the-air updates, AI-enabled functions, and feature-on-demand subscription services. Hardware remains the largest offering segment, while North America leads adoption through OEM software investments.

08/07/2026, 5:52 AM • GlobeNewswire

Pivotal Q2 Profits Show Stellantis Ready to Drive Turnaround. Time to Buy the Stock?

Stellantis reported improved Q2 results with a swing to profitability and rising North American market share, driven by strong Ram truck sales. Despite Wall Street's initial skepticism, the company's turnaround plan shows early traction with new vehicle launches and margin expansion targets. The stock, down 70% over three years, could offer significant upside if the turnaround continues.

08/05/2026, 10:15 AM • The Motley Fool

BYD's Bold Move Could Open It Up to New Markets. But Is the Stock a Buy?

Chinese EV maker BYD launched its Racco minicar in Japan's challenging minicar market, demonstrating its competitive advantages including rapid product development (2+ years vs. industry standard 48-72 months), vertical integration (70% in-house components), and aggressive international expansion strategy. The successful penetration of Japan's domestically dominated market could signal BYD's ability to capture market share globally and potentially overtake Toyota within five years.

08/04/2026, 1:30 PM • The Motley Fool

Is Ford Motor Stock a Buy After Its Latest Earnings Report?

Ford Motor raised its full-year adjusted EBIT guidance to $10-11 billion and free cash flow guidance to $6-7 billion despite missing Q2 revenue estimates. The company's Blue division (gas/hybrid) showed strong performance driven by F-Series trucks, while its EV division losses improved. With a 4% dividend yield and strong cash flow coverage, analysts view the stock as a buy for income-focused investors.

07/29/2026, 1:16 PM • The Motley Fool

Ford Just Delivered Bad News for Tesla Investors

Ford announced it will achieve point-to-point autonomy by 2028 with Apple executives working on the technology, positioning itself to enter the robotaxi market. This threatens Tesla's dominance in robotaxis, one of the key growth drivers justifying Tesla's extremely high P/E ratio of ~300. As traditional automakers like Ford, Toyota, and Volkswagen enter the robotaxi space, competition will intensify and pressure Tesla's future margins and growth rates in this sector.

07/29/2026, 11:30 AM • The Motley Fool

Automotive Sales Driven by Growth in Hybrids in the Second Quarter of 2026

Hybrid vehicle sales surged 9% in H1 2026 while the overall automotive market declined 2%. EV sales dropped 24%, but the rate of decline is improving quarter-over-quarter. Niche EV makers like Rivian and Lucid gained market share, while traditional automakers and Tesla faced significant headwinds. Hybrids are emerging as the preferred choice for consumers seeking fuel convenience and efficiency.

07/29/2026, 8:03 AM • The Motley Fool

122,000 Reasons to Believe This Turnaround Story Stock Will Soar

Stellantis' North America region showed strong momentum with 122,000 units of shipment growth in Q2, driven by new vehicle launches including Ram and Jeep models. The company is investing $70 billion globally with 60% focused on North America to drive a turnaround. However, much of the shipment spike was due to inventory buildup ahead of planned factory shutdowns, while actual U.S. retail sales grew only 6%, suggesting the growth may be partially inflated.

07/29/2026, 4:15 AM • The Motley Fool

Ford Just Put Apple Maps in the Dashboard of a $30,000 EV. Apple Didn't Have to Build a Car.

Apple has embedded its Maps technology into Ford's new Universal Electric Vehicle Platform launching in 2027, marking a strategic pivot from Apple's canceled car project. Rather than building vehicles, Apple is supplying software and mapping services to automakers, with the technology integrated into Ford's $30,000 midsize EV and supporting hands-free driving capabilities through BlueCruise.

07/25/2026, 2:26 PM • The Motley Fool

Archer Aviation vs. Ford Motor: Are Electric Planes or Automobiles a Better Buy in 2026?

The article compares Archer Aviation, a pre-commercial electric aircraft manufacturer, with Ford Motor, an established automotive giant transitioning to EVs. Archer faces FAA certification hurdles and massive cash burn ($618.2M net loss on $300K revenue in FY2025) but benefits from regulatory frameworks and a United Airlines partnership. Ford generates $174B in revenue but reported an $8.2B net loss in FY2025 amid EV transition costs. The author recommends Ford as the safer long-term investment due to its established scale and rock-bottom valuation, despite Archer's disruptive potential.

07/25/2026, 2:25 PM • The Motley Fool

project44 Launches Conversational AI Analyst to Turn Real-time Supply Chain Data into Faster, More Confident Decisions

project44 announced Mo, a conversational AI supply chain analyst that reasons across customer data and business rules to provide faster, more accurate supply chain decisions. Mo outperforms generic AI solutions like Claude Opus in speed and accuracy, turning hours-long analysis tasks into minutes. Early customers including Ford report significant value, with some seeing millions in cost savings in detention/demurrage and working capital optimization.

07/23/2026, 9:00 AM • GlobeNewswire

Why This Forgotten Global Automaker Could Outperform Rivals Over the Next 5 Years

Stellantis stock has declined 70% over three years and now trades below Rivian despite being a global automaker with millions in annual shipments. However, the company's $70 billion turnaround strategy, focusing 60% of spending on North America and investing heavily in profitable Jeep and Ram brands, shows early signs of success with 38% shipment growth in Q2. Analysts believe the stock could outperform rivals GM and Ford over the next 3-5 years as new product launches gain traction.

07/22/2026, 8:05 PM • The Motley Fool