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Gary Black says Tesla's U.S. EV market share gains stem from rivals cutting EV efforts and the Model Y redesign.
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Ford Motor Company announced a $1 billion investment in a new state-of-the-art paint shop at its Kentucky Truck Plant, with construction expected to begin by year-end. This investment adds to Ford's recent $2 billion commitments for EV platform transformation at Louisville Assembly Plant and battery energy storage systems production in Glendale, reinforcing its long-term manufacturing presence in Kentucky.
Ross Gerber urges drivers to switch to affordable EVs, saying Iran war-driven gas price shocks make gasoline cars too costly.
- Reuters Citing Filing
The article compares Ford Motor and Tesla as investment options for 2026. Ford offers stability with strong free cash flow ($3.5B), a dominant commercial vehicle business, and a low valuation (8.4x Forward P/E), despite a $8.2B net loss in FY2025. Tesla presents high growth potential in AI and autonomous robotics but faces concerning fundamentals: negative free cash flow, operating margins collapsed to 1%, and a premium valuation (191.9x Forward P/E). The author recommends Ford for investors seeking current automotive exposure over speculative future bets.
J.B. Hunt’s profit warning and record diesel prices are putting transportation ETFs under pressure. Here’s how XTN, IYT and FTXR compare on trucking exposure.
Hybrid vehicles reached 16% of U.S. light-duty vehicle sales in Q2 2026 as battery electric vehicles fell to 6%, driven by expired EV tax credits, lower hybrid costs, and charging infrastructure concerns. Toyota, Honda, and Hyundai Motor Group control 86% of the hybrid market. This shift is expected to benefit automotive ETFs holding traditional automakers, with hybrids projected to capture 34% of market share by 2030.