logo
Ford Motor Company (F)'s CEO Should Be Worried, Says Jim Cramer

Ford Motor Company (F)'s CEO Should Be Worried, Says Jim Cramer

Yahoo6 hours ago

Ford Motor Company (NYSE:F) is one of the .
Ford Motor Company (NYSE:F) is one of the biggest car manufacturers in America. Its shares are up by 9% year-to-date after having recovered all of their post-Liberation Day losses. Ford Motor Company (NYSE:F), like other car manufacturers, has seen several headwinds drag its shares down in 2025. The firm has suffered from investor worries about tariffs impacting its supply chain and costs, President Trump's EV policy rollbacks affecting infrastructure, and the continued burden of high warranty costs on Ford Motor Company (NYSE:F)'s income statement. Cramer has commented on all these factors in 2025. He believes the firm is better off than peer and rival GM on the tariff front but also believes that it could suffer from losses on EV infrastructure that's already been built. His recent remarks about Ford Motor Company (NYSE:F) saw the CNBC host maintain that the firm should continue to be worried about trade tensions despite other firms being nonchalant. Cramer commented:
'There's a little bit of a disconnect. If I were the CEO of Ford. . .I'd be worried.'
In a previous appearance, Cramer commented on Ford Motor Company (NYSE:F) suffering from shifting US government policies on EV infrastructure:
A close-up of an auto assembly line, revealing the complexity of the manufacturing process.
'I'm just very concerned about Ford. . . I just think that they, like many companies, built a lot of infrastructure, that was around, electric vehicles. They are under pressure.'
While we acknowledge the potential of F as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.
Disclosure: None. This article is originally published at Insider Monkey.

Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

i2c's Seth Perlman on Mastercard One and the rise of set it and forget it payments
i2c's Seth Perlman on Mastercard One and the rise of set it and forget it payments

Yahoo

time27 minutes ago

  • Yahoo

i2c's Seth Perlman on Mastercard One and the rise of set it and forget it payments

The news earlier this year of the launch of Mastercard One Credential deservedly attracted much attention. In as few words as possible, Mastercard One is a single, digitally connected credential with multiple ways to pay. It means that issuers can offer seamless selection between debit, credit, prepaid, and BNPL from a single credential. Given i2c's role in the initiative as one of the first issuing processing partners and Perlman's distinguished payments sector CV, he is ideally placed to comment on Mastercard One. At i2c, Perlman is responsible for leading overall product development and commercialisation efforts. Prior to i2c, he led a portfolio of issuer-facing digital payments and portfolio management products for Visa, where he also held responsibility for Visa's core consumer credit, debit, and prepaid product past senior roles include Global Head of Corporate Strategy for First Data, where he drove strategic initiatives for its issuer processing, network services, and acquiring businesses. He also held a senior strategy and product role at PayPal. Founded in 2001 in Silicon Valley, i2c operates in every time zone around the world and processes for clients that are banks, credit unions and fintechs. Its platform is fully cloud enabled and cloud native, fully API driven and it allows really rapid deployment of solutions and card programmes for clients around the world. 'We're one of the few issuer processors that can process debit and credit on a single tech stack, which makes it much easier to implement the type of product and capability that MasterCard has come to market with,' says Perlman. He adds that the partnership with MasterCard exemplifies its commitment to driving innovation in the payments ecosystem. And by leveraging MasterCard One and its cutting-edge technology, i2c is empowering issuers to deliver exceptional experiences for their customers. Consumers needs are shifting rapidly, with digital natives craving choice and control over how they pay. The initiative provides cardholders with flexibility and control to choose the payment method that is best for them. It enables issuers to enhance customer engagement and drive top of wallet behaviour, solidifying their status as the consumer's primary financial provider. In addition, it enhances customer loyalty with a seamless, personalised payment experience that drives usage and relevance. By reaching consumers at the start of their financial journey, it means they can foster a lifelong relationship. It also offers consumer centric innovation, providing access to additional financial products through an innovative digital solution that drives preference and ease of management all through one unified offering within digital channels. For debit, it provides simple, reliable and accepted payments across channels and borders. For instalments, it enables structured credit with global acceptance; for credit, it enables smarter credit utilisation and in prepaid, it expands functionality for everyday payment needs. Just about all of the key buzzwords apply to set it and forget it payments. Easy, convenient, frictionless, enhanced customer experience and trust just about cover it. 'It's unique in that you would previously have had to pick your credential at the time of purchase. Now you can set parameters based on the transaction amount, maybe based on the payment channel, point of sale versus online, maybe even by category of merchant. That really gives you full control and automation about where you'd like to put payments. We see a lot of consumers who use, let's say, both debit and credit cards. They might put all of their everyday spend onto debit, and many of their either higher ticket items or more one off and specialised purchases, such as vacations, car repairs maybe, onto credit. The benefit of this is you run no risk of messing up if you're able to set the rule ahead of time and ensure that it's implemented. and really just use one credential to make a payment without worrying about the rules or the parameters that you'd like to set. We think it's really a combination of products more so than a totally different way to pay, but it's one that automates that consumer decision process.' On the rise of buy-now-pay-later, Perlman acknowledges that regulators view the product as one that may require greater regulation. But he is positive about the direction of travel. 'A lot of consumers don't necessarily trust themselves with an open revolving credit line. So, as long as there's prudent marketing of these products to consumers, proper disclosure, the rates and fees are fair and the safety and soundness of the lender is not compromised, it's a very popular product and one that we're happy to support. And you've continued to see the global payment networks make inroads to enable their issuers to put buy now, pay later, type financing options on their network. I wouldn't say it's a brand-new offering. It's one that's evolved over the last several years, and I think as regulators in different geographies put more constraints and more clarity around the right approach to it in that market, it may even kick off broader mainstream adoption of buy, now, pay later.' "i2c's Seth Perlman on Mastercard One and the rise of set it and forget it payments" was originally created and published by Electronic Payments International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio

Syre names Gap, Houdini, Target as launch partners
Syre names Gap, Houdini, Target as launch partners

Yahoo

time27 minutes ago

  • Yahoo

Syre names Gap, Houdini, Target as launch partners

Syre's launch partners Gap, Houdini and Target will be responsible for introducing the company's circular polyester to the wider market and advancing its implementation. The company, which was introduced in March last year by global investor Vargas and Swedish retailer H&M Group, builds textile-to-textile plants that manufacture circular polyester. It says this process could potentially lower CO2e emissions by up to 85% compared to traditional oil-based polyester manufacturing. Syre has revealed plans for its inaugural plant in North Carolina, which is set to commence operations in 2026 with an annual production capacity of 10,000 metric tons (mt) of circular polyester. US apparel retailer Gap Inc. intends to incorporate 10,000mt of Syre's recycled polyester annually into its brands such as Old Navy, Gap, Banana Republic, and Athleta. This move aligns with the company's strategy to integrate sustainable materials into its product offerings. Gap global sustainability vice president Dan Fibiger said: 'We're proud to be among the first to support Syre's innovative textile solutions. This partnership enables us to accelerate our progress toward realising a more circular fashion industry.' Outdoor clothing company Houdini Sportswear plans to source half of its polyester from Syre's circular polyester for three years, making it the primary material for its products. The brand is on a mission to achieve a circular and zero-waste ecosystem by 2030. Houdini co-founder and chief creative officer Eva Karlsson said: 'In partnership with Syre's ambition, we are closing in on that vision.' US retailer Target will use Syre's textile-to-textile recycled polyester on selected owned brand products. The company, which operates nearly 2,000 stores, wants all of its own brand products to be designed for a circular future by 2040. Syre CEO Dennis Nobelius said: 'We are thrilled to announce our partnerships with these esteemed and forward-thinking brands, representing different segments and sizes. They are truly front runners, understanding the need to secure capacity of a scarce resource to be. As we embark on the next phase of scaling at speed, we're confident that these collaborations will not only bolster commercial success but also help redefine the industry and drive the urgent shift towards true circularity.' Some recent market research conducted by Syre and McKinsey suggests an expected annual supply-demand gap of 10-12m tons for textile-to-textile recycled polyester by 2030. It says the demands for circular materials is set to rise with increasing commitments from brands for circularity and upcoming regulations. In May last year (2024), Syre secured a $100m Series A funding round for the construction of a blueprint plant in the US and its first two gigascale textile-to-textile recycling plants in Vietnam and Iberia. This April, the company signed a memorandum of understanding (MoU) with the province's authorities of Binh Dinh, Vietnam, for the development of its first gigascale recycling facility. "Syre names Gap, Houdini, Target as launch partners" was originally created and published by Just Style, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site. Sign in to access your portfolio

Molson Coors Stock: Is TAP Underperforming the Consumer Defensive Sector?
Molson Coors Stock: Is TAP Underperforming the Consumer Defensive Sector?

Yahoo

time27 minutes ago

  • Yahoo

Molson Coors Stock: Is TAP Underperforming the Consumer Defensive Sector?

With a market cap of $9.7 billion, Molson Coors Beverage Company (TAP) is one of the world's largest and most recognized brewers. The company produces and markets a diverse portfolio of beers, flavored malt beverages, spirits, and hard seltzers under iconic brands like Coors Light, Blue Moon, Miller Lite, and Topo Chico Hard Seltzer. Companies worth less than $10 billion are generally labeled as 'mid-cap' stocks, and Molson Coors fits this criterion perfectly. Molson Coors operates globally across the Americas, Europe, the Middle East, Africa, and the Asia Pacific, with a strong commitment to sustainability, corporate responsibility, and brand excellence. Super Micro Computer Just Struck a Deal with Ericsson. Should You Buy SMCI Stock Here? CEO Jensen Huang Just Sold Nvidia Stock. Should You? Cathie Wood Is Dumping Circle Stock. Should You? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! Shares of the Golden, Colorado-based company pulled back 25.4% from its 52-week high of $64.66. Shares of Molson Coors have shrank 18.6% over the past three months, underperforming the Consumer Staples Select Sector SPDR Fund's (XLP) 2.4% gain over the same time frame. Longer term, TAP stock is down 15.9% on a YTD basis, lagging behind XLP's 3.5% rise. Moreover, shares of the beer maker have dipped 6.2% over the past 52 weeks, compared to XLP's 4.4% return over the same time frame. The stock has fallen below its 50-day moving average since mid-April and its 200-day moving average since early May. Shares of Molson Coors fell 4.5% on May 8 due to disappointing Q1 2025 results and a lowered annual outlook. The company reported adjusted EPS of $0.50 and adjusted revenue of $2.3 billion, falling short of expectations. It also cut its full-year forecasts, now expecting a low single-digit decline in net sales and only a low single-digit increase in adjusted EPS, down from previous growth expectations. Weaker demand for core brands like Coors and Miller, driven by reduced consumer discretionary spending and tariff-led recession concerns, further pressured investor sentiment. However, rival Constellation Brands, Inc. (STZ) has lagged behind TAP stock. Shares of Constellation Brands have decreased nearly 38% over the past 52 weeks and 25.6% on a YTD basis. Despite the stock's underperformance relative to the sector over the past year, analysts are moderately optimistic about its prospects. The stock has a consensus rating of 'Moderate Buy' from the 21 analysts covering the stock, and as of writing, TAP is trading below the mean price target of $61.61. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store