Ford Shares Take Biggest Leap Since 2020 | Closing Bell

Why It Matters

Ford’s potential breakthrough in energy storage could diversify its revenue and accelerate the auto‑industry’s shift toward sustainable power, while the market’s record highs and rising long‑term yields reflect broader confidence in growth despite higher interest rates.

Key Takeaways

• Ford stock jumps 13%, biggest one‑day gain since March 2020.
• Morgan Stanley predicts Ford Energy could reach $10 billion valuation.
• Potential energy‑storage deals with commercial customers and hyperscalers highlighted.
• S&P 500 hits record highs; Nasdaq climbs over 1% today.
• 30‑year Treasury auction yields hit highest level since 2007.

Summary

The closing bell saw Ford Motor Co. (F) surge more than 13%, marking its largest single‑day gain since March 2020. The jump lifted the automaker to the top gainer in the S&P 500 as U.S. equities closed at record levels, with the Nasdaq up about 1.2% and the Dow slipping only marginally.

Morgan Stanley’s bullish note drove much of the rally, citing a “fairly high likelihood” that Ford will sign energy‑storage supply agreements with large commercial customers and hyperscalers in the coming months. Analysts estimate Ford Energy’s potential valuation at roughly $10 billion, positioning it as a credible challenger to Tesla’s energy‑storage unit.

Analyst Andrew Per Cocco highlighted Ford’s recent partnership with Chinese battery maker Contemporary Amperex and its Seattle‑based venture, describing the arrangement as an under‑appreciated strategic advantage. The broader market context featured a 30‑year Treasury auction yielding 5.04%, the highest since 2007, and a steepening yield curve that underscored expectations of a higher‑for‑longer rate environment.

If Ford secures the projected contracts, its energy‑storage segment could become a multi‑billion‑dollar revenue stream, reshaping investor perception of traditional automakers as diversified technology players. The rally also signals heightened market appetite for companies positioned at the intersection of automotive manufacturing and clean‑energy infrastructure.

Original Description

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.

--------

More on Bloomberg Television and Markets

Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9

Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.

Connect with Bloomberg Television on:

X: https://twitter.com/BloombergTV

Facebook: https://www.facebook.com/BloombergTelevision

Instagram: https://www.instagram.com/bloombergtv/

Connect with Bloomberg Business on:

X: https://twitter.com/business

Facebook: https://www.facebook.com/bloombergbusiness

Instagram: https://www.instagram.com/bloombergbusiness/

TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en

Reddit: https://www.reddit.com/r/bloomberg/

LinkedIn: https://www.linkedin.com/company/bloomberg-news/

More from Bloomberg:

Bloomberg Radio: https://twitter.com/BloombergRadio

Bloomberg Surveillance: https://twitter.com/bsurveillance

Bloomberg Politics: https://twitter.com/bpolitics

Bloomberg Originals: https://twitter.com/bbgoriginals

Watch more on YouTube:

Bloomberg Technology: https://www.youtube.com/@BloombergTechnology

Bloomberg Originals: https://www.youtube.com/@business

Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake

Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol

Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts