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The UK government is reviewing its Zero Emission Vehicle (ZEV) mandate, which requires van manufacturers to meet rising annual targets for zero-emission van sales, reaching 100% by 2035. The consultation, running until October 2026, follows industry concerns over market demand and compliance costs. Companies like Ford and Stellantis support the mandate but seek adjustments to reflect current market conditions. The review aims to balance the transition to electric vehicles with economic sustainab

Morgan Stanley kept Ford's (F) rating and $14 target after the company appointed Dave Carroll as president of Ford Energy. The stock trades at $14.04, with 14 analysts raising earnings estimates. Ford also issued $2.5B in notes and plans to shift some Lincoln production to the U.S. by 2030. The company will introduce a four-door Mustang, and U.S. automaker stocks, including Ford, fell due to a 50% tariff increase on Canadian imports.

The Zacks Domestic Auto industry shows resilience, with new-vehicle sales remaining healthy. Affluent consumers support demand, while tax benefits may boost purchases. EV market recovery is uneven. Companies like General Motors (GM), PACCAR (PCAR), Ford (F), and Harley-Davidson (HOG) are highlighted. The industry's Zacks Rank is #67, indicating strong near-term prospects. GM raised its full-year adjusted free cash flow guidance to $9.5-$11.5 billion. PCAR expects Parts sales growth of 3-5% in 20

Ford (F) is collaborating with Geely to build a compact SUV using Geely's GEA platform in Spain. Centurion Industries, owned by Geely, will pay Ford $259 million for a 34% stake in the Valencia factory. The partnership aims to leverage Geely's low-cost structure and advanced EV technology, with Ford planning to differentiate the product with rally styling. Ford is also refreshing 80% of its North American lineup and adding affordable models.

Apple (AAPL) and Ford (F) are deepening ties with Chinese tech firms. Apple partners with Alibaba and Baidu for AI in China, while Ford uses CATL for EV battery tech. Both companies have relied on Chinese tech for years, with Apple needing local partners to compete in China's market and Ford leveraging CATL's battery technology. Washington's restrictions add geopolitical risks to these dependencies.

U.S. President Trump imposed 50% tariffs on Canadian vehicles and auto parts, effective January 1, doubling previous 25% tariffs. Automakers like Ford, GM, Stellantis, Toyota, and Honda face added costs on key models. Canadian-built vehicles account for 6% of U.S. sales, per Barclays. Industry executives hope for a deal before the deadline.

Ford (NYSE: F) plans to expand its Bronco lineup with a hybrid and pickup, and a Lincoln off-roader. The company aims to refresh 80% of its North American portfolio by 2029, including a $25,000 hybrid crossover and five vehicles under $40,000. Ford targets half of its global volume to be hybrid, EV, or extended range by 2030, focusing on affordability and profitability.

Canada's retaliation tariffs on U.S. imports, effective September 8, will impact General Motors (GM), Ford (F), and Stellantis (STLA). GM faces $2.5B–$3.5B in gross tariff expenses, while Ford, with a -4.4% net margin and 461% debt-to-equity ratio, is most exposed. Stellantis has lost 53.8% year-to-date. The S&P 500 Automobiles index has fallen ~19% year-to-date.

Analysts upgraded Ford (F) to Buy, Texas Instruments (TXN) to Buy, and Reddit (RDDT) to Overweight, while downgrading Caterpillar (CAT) to Neutral. The Dow rose 1.03%, S&P 500 gained 0.21%, and Nasdaq fell 0.22%. Oil prices dropped, and Bitcoin declined 3%.

Analysts upgraded Alphabet (GOOGL) to Buy, Ford (F) to Buy, Rivian (RIVN) to Overweight, and Rocket Lab (RKLB) to Outperform. Downgrades include Stellantis (STLA) to Underweight, Huntington Bancshares (HBAN) to Neutral, and Warner Bros. Discovery (WBD) to Neutral. JPMorgan reiterated a $4,500 year-end gold target. Bitcoin dropped to $65,149 amid risk-off selling. Over 150 S&P 500 companies report earnings this week, including four Magnificent 7 firms.