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

1 Stock Has Utterly Failed for a Decade: 3 Reasons It's Finally a Buy

Ford Motor Company's stock has underperformed significantly over the past decade with only ~7% gains, but the article identifies three reasons for optimism: a robust 4.25% dividend yield with potential special payouts, a new Universal EV Platform launching in 2027 designed to be profitable at a $30,000 price point, and Ford Energy's battery storage business expected to generate $500 million in operating profit by decade's end.

06/25/2026, 1:05 AM • The Motley Fool

Limited Edition GT40 Sports Car Championship Season Series Launches in Celebration of Dominant 1966 Season

Superformance and Safir Engineering are launching an exclusive 'Championship Season Series' of 66 limited-edition GT40 sports cars to commemorate the 60th anniversary of the GT40's dominant 1966 racing season, when Ford broke Ferrari's dominance in endurance racing with victories at the 24 Hours of Daytona, 12 Hours of Sebring, and 24 Hours of Le Mans. The cars will feature authentic replicas with period-correct liveries from Shelby American, Holman Moody, and Alan Mann Racing teams, with pricing starting at $295,000.

06/24/2026, 1:45 PM • GlobeNewswire

Why Detroit Autos Could Be in Trouble Soon. Hint: Saying Goodbye to Big Profits?

Detroit automakers face potential profit pressures as consumer demand shifts from high-margin full-size trucks and SUVs toward more affordable, fuel-efficient vehicles. Rising gas prices, vehicle affordability crisis (average new car price above $50,000), and the challenge of maintaining margins on electric vehicles are creating headwinds for Ford, GM, and Stellantis.

06/24/2026, 4:05 AM • The Motley Fool