Ford - $F

25% of Ford's revenue now comes from off-road models like Bronco and Raptor, says its CFO

9 numbers: Ford's EBIT up 3% on 9% lower volume, a raised $10.5B-$11B guide, $2B of cost pressure into 2027, and a Fathom EV under $30,000

Oct 31 • Scuttlebutt

JPMorgan CEO: Ford will commit $1B of purchasing to new Michigan manufacturers

7 insights: Why Jamie Dimon says markets alone won't rebuild US factories, why rising yields don't change the plan, and why Ford's CEO thinks it can…

Oct 12 • Scuttlebutt

NASCAR CEO on the playoff: "It's the best body of work through 10 races"

8 lessons: how an eight-month unpaid internship led to the CEO job, why Dodge's return to the Cup Series still isn't guaranteed, and the TV deal he…

Oct 3 • Scuttlebutt

Ford CEO: we're putting $1 billion behind onshoring US manufacturing

8 numbers: JPMorgan's $5 billion already deployed toward a $1.5 trillion pledge, 1.7 million open US skilled-trades jobs, and a $30,000 EV built to beat…

Sep 30 • Scuttlebutt

"We can't just subsidize forever": Solcoa Industries CEO on beating China in rare earths

6 calls: Why the West's shortage is in processing rather than mining, why China's labor and power costs make copying its methods a losing bet, and the…

Sep 25 • Scuttlebutt

$20T sits in Chinese household savings and 7–10% own stocks, The David Lin Report finds

18 calls: why he credits China's import cut for oil below $120, where its Treasury holdings went, and the carmaker he doubts is still in China in 5…

Sep 20 • Scuttlebutt

87% of EV investment went into red states, says Reuters' US autos editor

15 numbers: The $160B six-year build-out, why announced EV projects fell from more than $50B a year to a $3B pace, and the 26,000 promised jobs that…

Sep 17 • Scuttlebutt

Mitchell Green: the same Ferrari sells for about twice as much here as in Europe

9 arguments: why leverage now decides which companies can answer AI, the family offices putting 3% of a fortune into cars, and the Formula One halo as a…

Sep 15 • Scuttlebutt

Ben Horowitz: Why a16z is raising a fund for chips and power, how $3 billion and a cluster now beats hiring 100,000 engineers, and why GPUs…

Why a chip built for a single model now pencils out, hyperscaler capex heading toward a trillion dollars next year, and why only 2% of US electricians…

Aug 29 • Scuttlebutt

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