
Mad Money Host at CNBC
Member since: Sep '20 · 8292 Opinions
Five years ago, Ford invested in battery plants in Kentucky and Tennessee, but EV demand plunged in the US while China captured the market. Ford's EV sector lost $17 billion over 4 years. Late last year, they scaled back their EVs Ford pivoted to supplying energy storage for data centres, using the Kentucky plant. Shares have slid in the past month. Ford can become a player in battery storage. Trades at a low 8x PE and pays a 4.3% dividend. Core car sales were -4%, but revenues were +6%. Oil and interest rates will come down, which makes this a buy.
Mergers are increasing, and banks like GS makes advisory fees from them. Also, the banks have been rallying since oil slumped, and will benefit further from rising interest rates, which appears will happen later this year. Plus, hyperscalers may need to keep borrowing money to keep competing with each other.
Mergers are increasing, and banks like MS makes advisory fees from them. Also, the banks have been rallying since oil slumped, and will benefit further from rising interest rates, which appears will happen later this year. Plus, hyperscalers may need to keep borrowing money to keep competing with each other.
As demand for agentic AI explodes, demand for CPUs will also soar. CPU's are Intel's speciality. Also, their chip business is thriving. US companies seek a US-based supply to avoid political risk--another tailwind. Intel is building a new chip foundry and started production of an advanced chip, which could result in an Apple deal.