Is a Deal With Ford and a $100 Billion Backlog Enough to Get Micron Stock Back Over $1,200?

Micron Technology announced a strategic customer agreement with Ford as part of 16 long-term deals expected to generate over $100 billion in revenue over the next five years. Despite this positive development and $22 billion in deposits and financial commitments, Micron's stock has retreated from its 52-week high of $1,255 to below $1,000, attributed to profit-taking, chip stock sell-offs, and increased competition. The long-term agreements could help reduce Micron's cyclical reputation and strengthen its case as a long-term investment.

07/12/2026, 9:08 PM • The Motley Fool

Micron Technology Is Quietly Setting Up for a Strong Earnings Catalyst

Micron Technology has signed strategic long-term supply agreements with General Motors and Ford Motor Company for automotive memory chips, with the company indicating it has 16 such deals in total. These multiyear contracts tied to Micron's $2 billion fab modernization could reduce the cyclical volatility of the memory business by converting spot market sales into predictable backlog, potentially providing investors with early signals of future demand ahead of earnings reports.

07/09/2026, 6:05 PM • The Motley Fool

Micron's Share Price Dip Presents a Compelling Buying Opportunity

Micron Technology has lost over 20% of its value in a recent AI stock correction, but the article argues this presents a buying opportunity. Despite the stock price decline, Micron's fundamentals remain strong with revenue more than quadrupling year-over-year in Q3 FY2026, solid forward guidance, and a P/E ratio of 22 that is lower than the S&P 500. The company is benefiting from major tech companies' substantial AI infrastructure spending and has secured multiyear strategic customer agreements that reduce cyclicality in the memory chip business.

07/09/2026, 3:09 PM • The Motley Fool

Micron Accelerates U.S. Investments, Pours First Concrete at New York Fab

Micron Technology announced it is increasing its planned U.S. investment to over $250 billion through 2035, driven by surging AI-related memory demand. The company celebrated the first concrete pour at its Clay, New York semiconductor manufacturing site, which is ahead of schedule. The expanded investment aims to produce 40% of Micron's DRAM in the U.S. and is expected to create approximately 90,000-100,000 jobs across multiple states.

07/09/2026, 8:45 AM • GlobeNewswire

2 Great Developments for Ford but Not for Rivian and Lucid

Ford is well-positioned to capitalize on surging hybrid demand with plans to offer hybrid powertrains across nearly its full vehicle lineup by 2030. Ford's hybrid vehicles have become highly profitable, with F-150 hybrid margins now exceeding gasoline versions. This shift favors full-line automakers like Ford over pure EV companies like Rivian and Lucid, which are waiting for full EV demand to materialize.

07/08/2026, 10:30 AM • The Motley Fool

Why Ford Stock Slumped 20% in June, And Why July 28 Could Decide What's Next

Ford stock fell 20% in June despite initial excitement over its new battery energy storage business (Ford Energy). The decline was driven by weak vehicle sales, including a 44% drop in Mustang Mach-E sales and 45% decline in F-150 Lightning sales, plus a massive recall of 740,000 vehicles. However, the restart of Novelis' aluminum production facility could help Ford recover truck production volumes. July 28 earnings will be critical in determining the stock's direction.

07/08/2026, 9:07 AM • The Motley Fool

With 6 Months Wrapped Up, Ford Is Losing a Race It Rarely Loses

Ford's F-150 has lost its position as the best-selling vehicle in the U.S. for the first half of 2026, trailing Honda's CR-V due to aluminum supply disruptions caused by two supplier plant fires. While Ford estimates F-150 sales at just under 210,000 units, Honda's CR-V surged to 226,114 units with strong hybrid demand and high inventory turnover. Ford expects to recover approximately $1 billion of its $1.5-2 billion EBIT loss through additional production shifts in the second half of 2026.

07/07/2026, 6:05 PM • The Motley Fool

3 Under-the-Radar AI Energy Stocks to Buy Right Now

As hyperscalers invest up to $700 billion in AI data center infrastructure, three energy companies are positioned to capitalize on the resulting power demand: Ford Motor Company is launching battery energy storage systems, FuelCell Energy is leveraging its fuel cell technology with a 4 GW sales pipeline 90% from data centers, and Fluence Energy has partnered with Nvidia to provide battery storage for AI factories.

07/04/2026, 12:30 PM • The Motley Fool

Is Ford Stock a Buy Right Now While It's Down From Its Peak?

Ford Motor Company's stock has declined nearly 20% from its late-May peak due to weak sales, tariff uncertainty, and recalls. However, the company's new Ford Energy division, focused on battery energy storage systems (BESS) for utilities and data centers, presents a promising catalyst. With a forward P/E ratio below 10 and a 4.32% dividend yield, Ford appears relatively inexpensive, though the EV division is expected to post $4 billion in losses this year. Success will depend on Ford Energy offsetting EV losses, with significant revenue impact expected after 2027.

07/01/2026, 5:07 PM • The Motley Fool

The Simplest Graph Shows Exactly Why GM Is a Big Buy -- but There's 1 Huge Drawback

General Motors has broken free from historically low automaker valuations, matching Ferrari's lofty P/E multiples through aggressive share buybacks ($30 billion over five years) and strong free cash flow generation ($53 billion since 2021). However, the strategy's effectiveness may diminish as GM's stock becomes more expensive, making future buybacks less accretive. Meanwhile, Ford lags in valuation despite strong dividends and new energy initiatives, hampered by quality and recall issues.

07/01/2026, 1:30 PM • The Motley Fool

In 10 Years, Will You Wish You'd Bought Ford Stock Right Now?

Ford stock has surged 43% since early 2025, but analyst Neil Patel remains bearish on the company's long-term prospects. While Ford is restructuring its EV strategy and launching a new energy segment, the company's decade-long performance (91% total return) significantly underperformed the S&P 500. With slow revenue growth (2.1% CAGR), thin margins, and structural challenges in the cyclical automotive industry, Patel believes investors are unlikely to regret not buying Ford stock in 10 years.

06/30/2026, 8:26 AM • The Motley Fool

1 Stock That's More Than Doubled in 3 Years, and 3 Reasons It Will Keep Soaring

General Motors stock has surged 116% over three years and 62% in the past year, outperforming the S&P 500. The article highlights three reasons for continued growth: aggressive share buybacks resulting in a 7.6% total shareholder yield, a growing software business through OnStar and Super Cruise subscriptions with high-margin recurring revenue, and progress toward EV profitability through LMR battery technology expected within three to five years.

06/28/2026, 3:32 PM • The Motley Fool

1 Unstoppable Trend That Could Supercharge Ford Stock by 2030

Ford is pivoting from struggling EV battery production to manufacturing battery energy storage systems (BESS) for AI data centers, which face critical power supply shortages. The company launched Ford Energy subsidiary and plans to invest $2 billion to retool its Kentucky facility, targeting 20 GWh annual capacity by 2027. A $4 billion deal with EDF Power Solutions could drive significant revenue growth and potentially warrant a valuation rerating for the automaker.

06/28/2026, 1:03 PM • The Motley Fool

Down 14%, Is Tesla a Good Buy Now?

Tesla's stock has fallen 14% in 2026 amid cooling EV demand in the U.S. and scrutiny over self-driving capabilities. However, the article suggests the dip may present a buying opportunity, citing strong growth potential in Tesla's energy storage division, which is expected to generate $18.3 billion this year, and rebounding European EV sales. The energy storage market is projected to grow 22% annually through 2033.

06/25/2026, 5:11 PM • The Motley Fool

General Motors Stock Surged 65% Over the Past Year. Is Now the Time to Buy?

GM stock has surged 65% over the past year, driven by share buybacks and optimism about new energy storage and defense business opportunities. However, the author argues this enthusiasm is overblown, as GM remains primarily an automotive company facing significant headwinds including high vehicle costs, slowing sales, rising defaults on auto loans, and intense competition from Chinese automakers. The author recommends investors wait on the sidelines rather than buy at current levels.

06/25/2026, 10:15 AM • The Motley Fool