Ford surged as much as 15% after Morgan Stanley flagged upside for its energy storage business. The bank expects Ford could secure supply deals with large commercial buyers and hyperscalers, with its CATL partnership seen as a decisive edge. Analysts say the energy segment’s value is rising, changing how investors view Ford’s growth prospects.
Ford has reportedly assembled a “skunk works” team mixing Silicon Valley tech talent with Detroit auto veterans to build a $30,000 electric truck aimed at challenging China’s momentum. The CEO frames it as a “Model T moment,” signaling a potential shakeup in how vehicles are engineered and manufactured rather than just another model launch.
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