#Ford

The EV euphoria in the U.S. auto industry is over. Automakers like GM and Ford are pulling back on EV investments after billions in losses, pivoting back to profitable gas trucks and hybrids as consumer demand stalls.

The mobility sector faces a major correction as lidar maker Luminar and e-bike firm Rad Power Bikes file for bankruptcy, while Ford halts production of its all-electric F-150 Lightning.

Ford is pivoting from all-in on EVs to a hybrid-focused future. Our analysis reveals why this retreat is a brilliant strategic move for investors and the industry.

Ford's $2B pivot to battery storage is more than a retreat from EVs. Our analysis shows it's a strategic move to power the AI boom and data center economy.