- Ford shares jump 6% as Morgan Stanley hails CATL-backed energy business
May 13, 2026
Investing.com -- Ford Motor (NYSE:F) shares rose 6% on Wednesday following positive analyst commentary on the company’s energy storage business and its potential to improve profitability within the Model e electric vehicle segment.
The gains came after Morgan Stanley analyst Andrew S Percoco highlighted Ford Energy as an underappreciated competitive advantage. The analyst noted that Ford’s licensing agreement with CATL positions the company as one of few semi-vertically integrated domestic energy storage system suppliers in the United States.
"We believe Ford’s relationship with CATL is an underappreciated strategic competitive advantage for its Energy Storage business," Percoco commented. "Through this relationship, Ford becomes a key supplier of compliant ESS systems to utility and data center customers in the US."
The analyst explained that Ford’s access to CATL’s lithium iron phosphate technology puts the company in a unique position to meet Foreign Entity of Concern compliance requirements, which are necessary for customers to qualify for the 30% Investment Tax Credit on energy storage projects.
Morgan Stanley estimates Ford Energy could generate $500 million to $600 million of run-rate EBIT at 20 gigawatt hours of production capacity. Percoco said the firm believes Ford will likely announce energy storage supply agreements with large commercial customers and hyperscalers over the next few months.
Ford announced its $2 billion investment into the energy storage business late last year. The move was met with skepticism as it coincided with a $20 billion write-down in the company’s electric vehicle business.
Ford shares are down 2.75% year-to-date.
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- Envorso Appoints Stuart Taylor as New CEO; Scott Tobin Named Chairman
May 13, 2026
Envorso
SEATTLE, May 13, 2026 (GLOBE NEWSWIRE) -- Envorso, a technology consulting firm serving leading tech, automotive, and mobility companies such as Nvidia, Qualcomm, Bosch, Stellantis, Microsoft, and Rivian, today named Stuart Taylor as Chief Executive Officer. In this role, Taylor will have full responsibility for the company’s strategic direction, operations, and financial performance. He was previously the company’s Chief Product Officer.
"Stuart combines deep technical expertise with hands-on field experience and a real instinct for how AI-native organizations actually work," said Adrian Balfour, Founder of Envorso. "He's the right leader for our next phase of growth.”
Stuart previously served as Deputy CEO for Electronics and Software at VinFast and as Executive Director of Enterprise Technology at Ford Motor Company, where he led full-stack development of the digital cockpit, mobile applications, and cloud services supporting vehicle connectivity.
“I’m excited to step into the CEO role at such an important stage in Envorso’s growth,” said Taylor. “I’m grateful for the trust and confidence of the leadership team and the advisory board. I look forward to building on the strong foundation we’ve established as we continue to expand our capabilities, deepen client partnerships, and deliver meaningful outcomes for our customers.”
Scott Tobin transitions from Chief Executive Officer to Chairman of the Board, where he will focus on board engagement, structured input on company strategy, and rigorous performance oversight. During his nearly eight-year tenure as CEO, Tobin led Envorso from its inception to a growing firm with a diverse client base across the automotive and technology sectors.
Tobin brings extensive global automotive experience to the role. He previously served as Lincoln's Director of Product Development, where he played a central role in the brand's technology advancements, with earlier leadership roles in product development, quality, and strategy across the United States, Asia, and Europe.
"Scott's perspective across product, technology, and strategy will be critical as we scale," said Balfour. "As Chairman, he'll sharpen our strategic focus and help build the foundation for long-term growth.”
“This transition is the result of thoughtful planning,” said Tobin. “As Chairman, I look forward to working closely with the leadership team and advisory board to help shape Envorso’s continued success.”
The leadership transition reflects Envorso’s focus on scaling its AI-forward consulting services and expanding support for both product incubation and client delivery.
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About Envorso:
Envorso is a boutique consulting firm helping leading enterprises accelerate digital and product transformation. Across automotive, manufacturing, technology, healthcare, finance, and energy, we bring deep expertise in software platforms, engineering systems, and software-defined innovation to deliver products and programs that move the needle. We're your go-to, for how-to. https://www.envorso.com
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- Assessing Ford Motor (F) Valuation After F 150 Recall Oakville Retooling Support And Upcoming Unifor Talks
May 13, 2026
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Ford Motor (F) is back in focus after a large F 150 recall, fresh government support for retooling its Oakville plant, and upcoming Unifor labor talks that could reshape future truck production and costs.
See our latest analysis for Ford Motor.
Ford’s share price has softened over the past quarter, with a 90 day share price return down 13.43% and a year to date share price return down 10.12%. At the same time, the 1 year total shareholder return of 18.69% points to longer term momentum that recent recalls, labor talks, and product shifts have not fully derailed.
If this kind of sector disruption has your attention, it can be a good moment to scan beyond autos and check out 37 power grid technology and infrastructure stocks
With Ford’s share price weaker in recent months, yet still showing a solid 1 year total return, investors are left with a key question: is the current valuation overlooking potential future truck and software upside, or is the stock already pricing it in?
Most Popular Narrative: 23.6% Overvalued
Ford last closed at $11.99 while the most followed valuation narrative from Bailey points to a fair value of $9.70, creating a clear pricing gap investors are paying attention to.
With Ford scaling back its pure EV ambitions and focusing more on hybrids, I anticipate that the sales volumes may not decline as sharply as initially thought. However, the pivot indicates a strategic retreat rather than a position of strength, so I remain cautious about significant growth in automotive revenues.
Read the complete narrative.
Want to understand why a mature automaker with thin margins is being priced above this fair value line, according to Bailey? The narrative leans heavily on modest revenue growth, a reset profit margin profile, and a lower future earnings multiple to justify that $9.70 anchor. The tension sits between today’s pricing, slowing forecasts, and how much credit the market gives Ford’s hybrid shift and future profitability.
Result: Fair Value of $9.70 (OVERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this narrative could be challenged if Ford’s hybrid focused reset gains more traction with buyers or if credit conditions ease and Ford Credit’s earnings stay resilient.
Find out about the key risks to this Ford Motor narrative.
Another View: Market Ratios Point To A Different Story
While Bailey’s fair value estimate of $9.70 suggests Ford is 23.6% overvalued, the current P/S ratio of 0.3x tells a different story. It sits at half the US Auto industry average of 0.6x and far below the 1.5x peer average, while the fair ratio points to 0.5x as a level the market could eventually move toward. That gap can look like a cushion or a warning, depending on whether you think margins and growth assumptions hold up.
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For a closer look at how these sales multiples stack up against fundamentals, See what the numbers say about this price — find out in our valuation breakdown.NYSE:F P/S Ratio as at May 2026
Next Steps
With mixed signals across valuation, returns, and future truck demand, the picture is not one sided. Investors should move quickly, review the underlying data, and weigh Ford’s 3 key rewards and 2 important warning signs.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include F.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- 3M Annual Meeting Results
May 12, 2026
ST. PAUL, Minn., May 12, 2026 /PRNewswire/ -- At today's Annual Meeting of Shareholders, 3M (NYSE:MMM) shareholders overwhelmingly supported each of the proposals recommended for approval by the company.
Preliminary Shareholder Voting Results
3M shareholders today voted on the following business items:
1) Shareholders supported 10 directors for one-year terms:
David P. Bozeman, President, Chief Executive Officer and Director, C.H. Robinson Worldwide, Inc. Thomas "Tony" K. Brown, retired Group Vice President, Global Purchasing, Ford Motor Company William M. "Bill" Brown, Chairman of the Board and Chief Executive Officer, 3M Company Audrey Choi, retired Chief Sustainability Officer and Management Committee Member, Morgan Stanley Anne H. Chow, retired Chief Executive Officer, AT&T Business James R. Fitterling, Chair and Chief Executive Officer, Dow Inc. Suzan Kereere, President, Global Markets, PayPal Neil G. Mitchill, Jr., Executive Vice President and Chief Financial Officer, RTX Corporation Pedro J. Pizarro, President, Chief Executive Officer and Director, Edison International Thomas W. Sweet, retired Chief Financial Officer, Dell Technologies
2) Shareholders supported the appointment of PricewaterhouseCoopers LLP as 3M's independent registered public accounting firm for 2026.
3) Shareholders supported, on an advisory basis, executive compensation, as described in the company's Notice of Annual Meeting and Proxy Statement.
3M will disclose the final voting results on each item of business properly presented at the Annual Meeting on Form 8-K to be filed with the SEC.
About 3M 3M (NYSE: MMM) is focused on transforming industries around the world by applying science and creating innovative, customer-focused solutions. Our multi-disciplinary team is working to solve tough customer problems by leveraging diverse technology platforms, differentiated capabilities, global footprint, and operational excellence. Discover how 3M is shaping the future at 3M.com/news.
Please note that the company announces material financial, business and operational information using the 3M investor relations website, SEC filings, press releases, public conference calls and webcasts. The company also uses the 3M News Center and social media to communicate with our customers and the public about the company, products and services and other matters. It is possible that the information 3M posts on the News Center and social media could be deemed to be material information. Therefore, the company encourages investors, the media and others interested in 3M to review the information posted on 3M's News Center and the social media channels such as @3M or @3MNews.
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Contacts
3M Investor Contact: Diane Farrow, 612-202-2449
Media Contact: 3Mnews@mmm.com3M (PRNewsfoto/3M)Cision
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- Should Ford’s Profit Beat, Dividend And New IR Chief Reshape The Ford+ Story For (F) Investors?
May 12, 2026
Ford Motor Company recently reported first-quarter 2026 results showing revenue of US$43,253 million and net income of US$2,548 million, while also declaring a US$0.15 second-quarter dividend and appointing former Lockheed Martin executive Maria Ricciardone as its new chief investor relations officer effective May 1, 2026. Together with government-backed retooling of its Oakville plant toward F-series truck production and an intensified focus on profitable software and services, these moves highlight how Ford is reshaping its business mix to emphasize cash generation, capital discipline, and clearer communication of its Ford+ transformation to investors. Next, we’ll examine how Ford’s stronger Q1 profitability and raised guidance interact with its margin-focused Ford+ investment narrative.
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Ford Motor Investment Narrative Recap
To own Ford here, you need to believe the Ford+ plan can convert a historically cyclical automaker into a more cash-generative, software- and services-supported business while still leaning on trucks and vans. The key near term catalyst is whether stronger Q1 2026 profitability and raised guidance prove sustainable as Ford shifts capital toward higher-return projects. The biggest current risk is that ongoing recalls and warranty costs, including on core truck lines, continue to eat into those margin gains.
The most relevant recent announcement is Ford’s US$43,253 million in Q1 2026 revenue and US$2,548 million in net income, which sharply contrasts with its loss in 2025. That step-up in profitability gives the company more room to fund the Oakville truck retooling and its software push, but it also raises the bar for maintaining margins if tariffs, recalls, or EV execution issues flare up again.
Yet behind the stronger quarter, investors still need to be aware of how recurring recall costs and tariff pressures could...
Read the full narrative on Ford Motor (it's free!)
Ford Motor's narrative projects $183.5 billion revenue and $9.1 billion earnings by 2029.
Uncover how Ford Motor's forecasts yield a $14.09 fair value, a 17% upside to its current price.
Exploring Other PerspectivesF 1-Year Stock Price Chart
Some of the lowest ranked analysts were assuming only about US$179 billion in revenue and roughly US$9.9 billion in earnings by 2029, which is far more cautious than the consensus story. If you lean toward that view, Ford’s recent earnings beat and guidance raise may challenge your assumptions, especially when you add in the margin risk from its heavy truck and SUV mix and the capital intensity of its electrification pivot.
Story Continues
Explore 9 other fair value estimates on Ford Motor - why the stock might be worth 15% less than the current price!
Reach Your Own Conclusion
Don't just follow the ticker - dig into the data and build a conviction that's truly your own.
A great starting point for your Ford Motor research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Our free Ford Motor research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ford Motor's overall financial health at a glance.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include F.
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- Stellantis and Ford turn to partnerships to tackle Europe woes
May 12, 2026
Stellantis and Ford said partnerships with both Chinese carmakers and traditional rivals were increasingly important for survival in a
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- STRT Q3 Earnings Miss Estimates on Lower Volume and Forex Drag
May 12, 2026
Strattec Security Corporation STRT reported third-quarter fiscal 2026 adjusted earnings of 90 cents per share, missing the Zacks Consensus Estimate of $1.14 by 21.1%. Adjusted earnings declined 40% from $1.50 a year ago.
Net sales were $137.6 million, down 4.5% year over year, and came in below the consensus estimate of $141 million by about 2.4%. Results reflected lower North American OEM production on key platforms and the impact of EV program cancellations.
STRT stock currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Strattec Security Corporation Price, Consensus and EPS SurpriseStrattec Security Corporation Price, Consensus and EPS Surprise
Strattec Security Corporation price-consensus-eps-surprise-chart | Strattec Security Corporation Quote
Strattec Leans on Core Customers and Access Products
The quarter’s revenue mix underscored STRT’s close ties to large automotive programs. General Motors accounted for 28% of third-quarter sales, followed by Ford at 21% and Stellantis at 16%. Tier 1 customers contributed 15%, commercial and other customers represented 11% and Hyundai/Kia made up 9%.
Product concentration also remained clear. Door handles represented 26% of sales and power access products contributed 24%. Keys and locksets were 20% of the mix, with latches at 13%, user interface controls at 8%, aftermarket at 7% and other products at 2%. The mix highlights STRT’s positioning in access and security content per vehicle, but also means near-term results can swing with platform volumes.
STRT Absorbs FX and Tariff Pressure
Cost headwinds were evident even as the company executed on internal actions. Gross profit was $22.7 million compared with $23.1 million in the prior-year quarter, reflecting lower volume. However, gross margin improved 50 basis points year over year to 16.5%, thanks to restructuring savings and recoveries from customer program cancellations. Restructuring savings totaled $1.7 million and recoveries tied to customer program cancellations added $0.6 million.
Those benefits were partly offset by $2.5 million of higher costs from unfavorable foreign exchange movements, a $0.5 million increase in labor and benefit costs, and $0.3 million of incremental tariff costs.
Strattec Steps Up Spending, Operating Profit Hit
Operating discipline was pressured by higher overhead spending. Selling, administrative and engineering expenses increased $1.6 million year over year to $17.6 million, representing 12.8% of sales versus 11.1% in the prior-year period.
The increase reflected a mix of strategic and recurring cost items. STRT cited $1.4 million of business transformation and executive transition costs, a $1.3 million rise in salaries and employee benefits, and a $0.4 million increase in professional fees. These were partially offset by $0.2 million of restructuring savings and a $0.7 million recovery of costs related to canceled EV programs.
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Operating income declined to $5 million from $7.1 million a year ago, with operating margin at 3.7% compared with 4.9% in the prior-year quarter. Interest income increased to $0.9 million from $0.5 million, while other expenses totaled $0.7 million versus near breakeven a year ago. Net income attributable to STRT was $3.2 million compared with $5.4 million in the prior-year period. Adjusted EBITDA was $10.1 million, or 7.3% of net sales, compared with $12.9 million, or 8.9%, a year ago.
STRT’s Financial Position
Liquidity remained a key support. Cash and cash equivalents were $107 million as of March 29, 2026, up from $99 million at the end of the second quarter of fiscal 2026 and $84.6 million at the end of fiscal 2025. Total debt was reduced to $1 million from $8 million at fiscal-year end, leaving debt-to-total capitalization at 0.3%.
Cash generation was positive but moderated by working capital. Net cash provided by operating activities was $11.4 million in the quarter versus $20.7 million a year ago. Capital expenditures were $2.6 million, leading to free cash flow of $8.8 million compared with $19.5 million in the prior-year quarter.
The company reiterated capital priorities centered on funding organic growth programs, investing in automation and process modernization, and preserving flexibility through cyclical automotive conditions.
STRT Outlook Points to Softer Q4 Revenues
Management expects near-term sales to track North American auto production volumes, but expects fourth-quarter fiscal 2026 revenues to be down 3% to 4% year over year, reflecting continued EV cancellations and lower production on key programs.
The company reiterated its longer-term objective of reaching gross margins of 18% to 20% over the next few years. STRT also expects operating costs to run at 10% to 11% of revenues, excluding unusual items, while it continues investing in its transformation program.
Peer Releases
Gentex Corporation GNTX reported first-quarter 2026 results on April 24. The company’s adjusted earnings of 48 cents per share beat the Zacks Consensus Estimate of 44 cents. The figure increased 11.6% from 43 cents a year ago. Gentex’s net sales were $675 million, which topped the consensus mark of $647 million. Revenues rose 17.1% from $577 million in the year-ago quarter, aided by contributions from VOXX and a richer mix of advanced features.Gentex raised its full-year 2026 revenue outlook to $2.65-$2.75 billion from the previous estimate of $2.6-$2.7 billion, while maintaining its gross margin guidance at 34-35%.
Magna International Inc. MGA reported first-quarter 2026 results on May 1. The company’s adjusted earnings of $1.38 per share increased 76.9% year over year and beat the Zacks Consensus Estimate of $1.01. Magna’s net sales rose 3.1% year over year to $10.38 billion and topped the Zacks Consensus Estimate of $10.08 billion by 3.03%.For 2026, Magna revised its total sales outlook. It now projects total sales of $41.5-$43.1 billion, down from the previous guidance of $41.9-$43.5 billion. The company projects an adjusted EBIT margin of 6-6.6%, the same as the prior guidance.
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- Geotab Establishes Engineering Center in Metro Detroit
May 12, 2026
Connected transportation leader deepens its investment in Michigan's automotive innovation ecosystem with dedicated product development and innovation hub
Geotab Establishes Engineering Center in Metro DetroitMichigan Governor Gretchen Whitmer and Geotab CEO Neil Cawse·GlobeNewswire Inc.
MADISON HEIGHTS, Mich., May 12, 2026 (GLOBE NEWSWIRE) -- Geotab, a global leader in connected transportation, video and asset tracking solutions, has officially opened a new engineering center in metro Detroit Michigan, strengthening its presence at the heart of the North American automotive industry. The facility, located at 31435 Stephenson Highway, will create up to 40 engineering roles over the next several years.
The new facility serves as a dedicated product development and innovation hub. Engineering teams based in Metro Detroit will develop next-generation connected transportation solutions that help fleet organizations make smarter, and more cost efficient data driven decisions. Proximity to Geotab's key OEM partners including Ford, GM, and Stellantis enables faster iteration and tighter collaboration with the companies reshaping the future of transportation.
The opening was celebrated alongside Michigan Governor Gretchen Whitmer, and local leaders from Oakland County and Madison Heights.
“Michigan is open for business and on the move,” said Governor Whitmer. “Geotab’s new engineering center of excellence will create good-paying jobs researching and developing new technologies that keep people safe on the road and help businesses improve efficiency. We’re working hard to help companies expand, develop their next great idea, and hire skilled workers right here in Michigan. Let’s keep getting it done.”
The center is supported by the Michigan Economic Development Corporation (MEDC) through the Michigan Business Development Program, and has been welcomed by Oakland County, the Detroit Regional Partnership, and the Madison Heights Community & Economic Development office.
"Geotab keeps tabs on the wheels that make the world go around. They are demonstrating the power of innovation to drive efficiency, smart data-gathering and safety for fleet operators like the U.S. Postal Service. Geotab's growth in our state is proof that if you have an idea to make vehicles (or anything else) better, you can make it in Michigan," said Quentin L. Messer Jr., CEO of the MEDC.
“This engineering center in metro Detroit puts us at the center of the automotive ecosystem - closer to our partners and customers, Michigan's world-class engineering talent drawn from institutions such as the University of Michigan, Michigan State and other top learning institutions, making it a natural home for Geotab's next phase of growth" said Neil Cawse, Founder and CEO of Geotab.
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Geotab's global platform connects more than 6 million vehicles, processing 100 billion data points daily, and serves 100,000 customers worldwide supporting some of the world’s largest fleets including the U.S. Federal Government, the United States Postal Service (USPS), and logistics and transportation companies.
-ENDS-
About Geotab
Geotab is a global leader in intelligent operations, video telematics and AI-powered insights. Trusted by more than 100,000 customers — from small and mid-size fleets to Fortune 500 enterprises and public-sector organizations, including the U.S. federal government, Geotab connects approximately 6 million vehicles and assets and processes 100 billion data points daily. With ISO/IEC 27001:2022, SOC2, FIPS 140-3 and FedRAMP authorizations, Geotab's open platform and 700 +partner ecosystem unify safety, compliance and operations in a single system. Our mission: a safer, more efficient, and more sustainable world in motion.
Attachment
Geotab Establishes Engineering Center in Metro Detroit
CONTACT: Nicole Riddle Geotab Inc. pr@geotab.com
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- Ford's $3 Billion China Battery Deal Tests Trump-Xi Investment Reset
May 12, 2026
This article first appeared on GuruFocus.
Ford Motor (NYSE:F) is preparing to bring its $3 billion BlueOval Battery Park Michigan into production within months, a development that could place the automaker at the center of a much larger debate over how the US and China manage industrial cooperation. The Marshall, Michigan facility, Ford's first wholly owned domestic greenfield plant in half a century, is expected to employ about 1,700 people and produce electric-vehicle batteries using technology licensed from Contemporary Amperex Technology Co. Ltd., the Chinese battery leader known as CATL. The timing is notable because President Donald Trump is headed to Beijing for a May 14-15 summit with Xi Jinping, where the two leaders are set to discuss issues ranging from tariff rates to America's attack on Iran and the energy crisis that followed. Against that backdrop, Ford's arrangement with CATL could become a rare, closely watched example of how Chinese technology might be brought into the US market without giving a Chinese company direct ownership of a strategic American factory.
Warning! GuruFocus has detected 9 Warning Signs with F. Is F fairly valued? Test your thesis with our free DCF calculator.
Ford has structured the partnership in a way that appears designed to limit political and national-security concerns. The company owns the plant, land and equipment, hires the workers, and keeps CATL out of the equity structure, while CATL provides lithium iron phosphate battery chemistry through a licensing agreement and sends Chinese engineers to train Ford employees. This matters because Chinese auto and battery technology remains deeply sensitive in Washington, especially with Chinese electric-car makers such as BYD and Xiaomi effectively blocked from the US consumer market by 100% tariffs. Ford CEO Jim Farley has warned against allowing Chinese automakers into the US market too freely, even as he has expressed openness to expanding certain Chinese partnerships, while Commerce Secretary Howard Lutnick has said companies like BYD are not needed in the US. Trump, however, has said he would love Chinese car plants to be built in the US, which makes the Ford-CATL model a possible middle path between industrial investment, job creation, and concerns over supply-chain dependence.
For investors, the Marshall plant could be important because it touches several pressure points at once: EV demand, battery cost, US manufacturing policy, China risk, and the power needs tied to artificial intelligence infrastructure. Ford has scaled back parts of its EV strategy because of a shifting regulatory environment and weaker domestic demand, but the company still sees the CATL relationship as a way to close a battery-technology gap that one Ford executive said might have taken a decade to solve through internal research and development alone. The plant is expected to eventually produce batteries not only for EVs but also for energy storage, a market that could become more relevant as data centers strain America's electricity system amid rapid AI growth. Still, the project comes with risks, including local opposition over environmental damage and farmland loss, a pending final ruling tied to rezoning, and continued scrutiny from Congress over Ford's relationship with CATL. The investment question is whether this remains a one-off workaround or becomes a broader template for bringing Chinese battery know-how into America's industrial base while keeping ownership, jobs, and future intellectual property development on US soil.
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- This Chip Stocks Rally Is Suddenly Fragile. Why Markets Should Worry.
May 12, 2026
Trump’s China summit threatens the AI boom, Ford gets into the energy storage business, Hims & Hers posts a surprise loss, and more news to start your day.
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