Ford rallies on energy storage push
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 14 May 2026
⏱️ 4 minutes
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. |
| 0:10.0 | Good afternoon. Today is Thursday, May 14th, and I'm your host, Kim Con. Our top story so far, Ford Motor is rallying again after posting its biggest one-day gain in six years, but it's not the motor driving the |
| 0:21.6 | move. Investors are focusing on Ford's partnership with Chinese battery giant CATL and the potential |
| 0:27.8 | to supply battery energy storage systems to utilities, data centers, and commercial customers |
| 0:33.0 | in the U.S. Morgan Stanley said the market may be underestimating Ford's push into energy storage. |
| 0:38.5 | Analyst Daniela Hageon wrote that investors are overlooking the opportunity to improve profitability |
| 0:43.2 | in Ford's Model E segment, adding that the company's licensing agreement with CATL is a competitive |
| 0:48.8 | advantage not fully reflected in the stock. She sees a strong likelihood that Ford signs an |
| 0:53.5 | ESS supply agreement |
| 0:54.7 | with large commercial customers, potentially including hyperscalers, in the coming months. |
| 0:59.6 | Hageon estimates Ford Energy could be worth $10 billion, based on the 17 and a half times |
| 1:04.4 | multiple applied to roughly $58 million in EBIT once capacity reaches 20 gigawatt hours. |
| 1:12.4 | Among other active stocks, |
| 1:18.0 | Take-2 Interactive is rallying as investors look ahead to the November 26th launch of Grand Theft Auto 6. |
| 1:23.4 | Speculation is building that a third trailer could drop on May 18th alongside the start of pre-orders. |
| 1:28.1 | While Take-2 has not confirmed the timing, Best Buy affiliates reportedly received emails, |
| 1:31.5 | indicating pre-orders may run from May 18th to the 21st. |
| 1:36.7 | Cisco Systems is leading the Dow after earnings, with analysts highlighting its Silicon One platform as a competitive edge amid strong AI infrastructure demand and supply chain constraints. |
| 1:42.3 | And Poet Technologies is surging after announcing an optical networking |
| 1:45.5 | deal with a Luma lens that could be worth up to $500 million over the life of the agreement. |
| 1:51.1 | Looking to the economy, retail sales rose half a percent in April, matching the consensus |
| 1:55.4 | and cooling from March's 1.6 percent surge. Core sales, excluding autos, climbed 0.7% also in line with expectations. |
... |
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