Ford Motorの空売り状況は、投資家がFord Motorの株価下落に賭けている度合いを知ることができます。空売りデータは2週間ごとに更新されます。

Ford Motor (NYSE:F) 株価情報, 空売り情報

Ford Motor

Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands. In March 2022, the company announced that it will run its combustion engine business, Ford Blue, and its BEV business, Ford Model e, as separate businesses but still all under Ford Motor. The company has nearly 13% market share in the United States, about 11% share in the UK, and under 2% share in China including unconsolidated affiliates. Sales in the US made up about 66% of 2023 total company revenue. Ford has about 177,000 employees, including about 59,000 UAW employees, and is based in Dearborn, Michigan.

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市場が荒れ模様で不安定な時期には、多くの投資家が利益を出す株に目を向けます。これらはしばしば、フリーキャッシュフローが高く、株主に高い配当を支払っている銘柄であることが多いです。

ウォール街のアナリスト　経済動向を予測

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米自動車大手のGM（ジェネラル・モーターズ）の株価が冴えない。同じく米自動車大手のフォード自動車が第2四半期決算を発表した後に、GMの株価は水曜午後の取引で大きく下落する展開となった。

フォードが第2四半期の業績を発表　GMの株価に影響か

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自動車メーカーが電気自動車（EV）の製造と改良に競っているかのように、ほぼ毎週新たなEVが登場するという感覚が近々する。

電気自動車市場に　新技術を搭載したプロトタイプが追加

Ford Motor Co

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Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) shares are<a target="_blank" href="https://www.benzinga.com/movers" rel="noreferrer noopener"> trading lower on Thursday</a>. Bernstein analyst Toni Sacconaghi downgraded Ford Motor from Outperform to Market Perform, <a target="_blank" href="https://www.benzinga.com/quote/F/analyst-ratings" rel="noreferrer noopener">with a price forecast of&nbsp;$11.</a>
In an unrelated development, Ford revealed on Thursday that it is experiencing record sales growth in the Middle East in 2024, driven by strong performance in key markets and the introduction of its <a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/n41799089/fords-winning-lineup-fuels-record-sales-in-the-middle-east-sets-stage-for-electrified-future" rel="noreferrer noopener">freshest lineup to date.</a>
The launch of the Mustang Mach-E and Territory Hybrid highlights Ford&#8217;s commitment to an electrified future in the region.
Kay Hart, president of Ford&#8217;s International Markets Group, stated that the Mustang Mach-E is Ford&#8217;s first fully electric vehicle for the region and described it as one of the most exciting vehicles the company has ever produced.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41814589/why-trumps-boost-to-treasury-yields-inflation-expectations-may-weaken-feds-efforts-" rel="noreferrer noopener">Why Trump&#8217;s Boost To Treasury Yields, Inflation Expectations May Weaken Fed&#8217;s Efforts To Cut Interest Rates</a>
Additionally, Ford highlighted that it is expanding its connected services offering, with the 2025 introduction of FordPass for customers in the Middle East.
&#8220;This success is due to strong market share gains by our distributors in key countries such as the&nbsp;United Arab Emirates,&nbsp;Kuwait,&nbsp;Bahrain,&nbsp;Qatar&nbsp;and&nbsp;Saudi Arabia,&#8221; said&nbsp;Ravi Ravichandran, president of Ford Middle East.
Next year, Ford will accelerate the launch of Ford Connected Services with the FordPass app first in the UAE, followed by&nbsp;Saudi Arabia.
This move further enhances Ford&#8217;s commitment to providing a better connected driving experience.
Ford is also enhancing its regional operations with the opening of a new parts distribution center in the UAE, slated for January 2025. The facility will enable faster delivery of parts to distributors, ensuring quicker service for Ford owners.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, F stock has gained over 8% in the past year. Investors can gain exposure to the stock via First Trust Nasdaq Transportation ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXR#NASDAQ">FTXR</a>) and&nbsp;WBI Power Factor High Dividend ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WBIY#NYSE">WBIY</a>).
Price Action: F shares are trading lower by 1.79% to $10.99 at last check Thursday.
Photo via Shutterstock
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What's Going On With Ford Motor Stock Today?

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/587386a45064ed0001b4b61b/lauren-lieberman">Barclays analyst Lauren Lieberman</a> downgraded the rating for Coty Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COTY#NYSE">COTY</a>) from Equal-Weight to Underweight and lowered the price target from $8 to $7. Coty shares closed at $7.43 on Wednesday. <a href="https://www.benzinga.com/quote/COTY/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Jefferies analyst Sean Milligan downgraded Enphase Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>) from Hold to Underperform and cut the price target from $93 to $61. Enphase Energy shares closed at $74.81 on Wednesday. <a href="https://www.benzinga.com/quote/ENPH/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Loop Capital analyst Laura Champine downgraded the rating for Crocs, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CROX#NASDAQ">CROX</a>) from Buy to Hold and lowered the price target from $150 to $110. Crocs shares closed at $102.74 on Wednesday. <a href="https://www.benzinga.com/quote/CROX/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Bernstein analyst Toni Sacconaghi downgraded Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) from Outperform to Market Perform and announced a price target of $11. Ford shares closed at $11.19 on Wednesday. <a href="https://www.benzinga.com/quote/F/analyst-ratings">See how other analysts view this stock</a>.</li>
<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst/59009b5a0bd9910001e5f2aa/bradley-thomas">Keybanc analyst Bradley Thomas </a>downgraded the rating for Dollar Tree, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>) from Overweight to Sector Weight. Dollar Tree shares closed at $62.41 on Wednesday. <a href="https://www.benzinga.com/quote/DLTR/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying Ford stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="586" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/07080339/image-76-1024x586.png" alt="" class="wp-image-635158" style="width:545px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/07080339/image-76-1024x586.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/07080339/image-76-300x172.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/07080339/image-76-768x440.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/07080339/image-76.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read More:
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<li> <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/11/41776764/jim-cramer-this-financial-stock-is-a-buy-likes-broadcom">Jim Cramer: This Financial Stock Is A Buy, Likes Broadcom</a></li>
</ul>

COTY

CROX

DLTR

ENPH

This Ford Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Thursday

Throughout the last three months, 11 analysts have evaluated Ford Motor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), offering a diverse set of opinions from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">6</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $11.73, a high estimate of $16.00, and a low estimate of $9.00. This current average has decreased by 10.53% from the previous average price target of $13.11. 
<img src="https://www.benzinga.com/files/images/story/2024/1730980843_0.png" alt="price target chart" />
<h2>Breaking Down Analyst Ratings: A Detailed Examination</h2>
In examining recent analyst actions, we gain insights into how financial experts perceive Ford Motor. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Toni Sacconaghi</td>
<td>Bernstein</td>
<td>Announces</td>
<td>Market Perform</td>
<td>$11.00</td>
<td>-</td>
</tr>
<tr>
<td>Edison Yu</td>
<td>Deutsche Bank</td>
<td>Lowers</td>
<td>Hold</td>
<td>$10.00</td>
<td>$11.00</td>
</tr>
<tr>
<td>Tom Narayan</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Sector Perform</td>
<td>$10.00</td>
<td>$10.00</td>
</tr>
<tr>
<td>Dan Levy</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$13.00</td>
<td>$14.00</td>
</tr>
<tr>
<td>Dan Levy</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Overweight</td>
<td>$14.00</td>
<td>$16.00</td>
</tr>
<tr>
<td>Mark Delaney</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Buy</td>
<td>$13.00</td>
<td>$12.00</td>
</tr>
<tr>
<td>Adam Jonas</td>
<td>Morgan Stanley</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$12.00</td>
<td>$16.00</td>
</tr>
<tr>
<td>Adam Jonas</td>
<td>Morgan Stanley</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$16.00</td>
<td>$16.00</td>
</tr>
<tr>
<td>Colin Langan</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$9.00</td>
<td>$10.00</td>
</tr>
<tr>
<td>Edison Yu</td>
<td>Deutsche Bank</td>
<td>Announces</td>
<td>Hold</td>
<td>$11.00</td>
<td>-</td>
</tr>
<tr>
<td>Joseph Spak</td>
<td>RBC Capital</td>
<td>Lowers</td>
<td>Sector Perform</td>
<td>$10.00</td>
<td>$13.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Ford Motor. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Ford Motor compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Ford Motor's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Ford Motor's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.
<a href="https://www.benzinga.com/quote/F/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Ford Motor analyst ratings.</a>
<h2>Delving into Ford Motor's Background</h2>
Ford Motor Co. manufactures automobiles under its Ford and Lincoln brands. In March 2022, the company announced that it will run its combustion engine business, Ford Blue, and its BEV business, Ford Model e, as separate businesses but still all under Ford Motor. The company has nearly 13% market share in the United States, about 11% share in the UK, and under 2% share in China including unconsolidated affiliates. Sales in the US made up about 66% of 2023 total company revenue. Ford has about 177,000 employees, including about 59,000 UAW employees, and is based in Dearborn, Michigan.
<h3>Unraveling the Financial Story of Ford Motor</h3>
Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: Ford Motor displayed positive results in 3 months. As of 30 September, 2024, the company achieved a solid revenue growth rate of approximately 5.47%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Consumer Discretionary sector.
Net Margin: Ford Motor's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 1.93% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): Ford Motor's ROE stands out, surpassing industry averages. With an impressive ROE of 2.03%, the company demonstrates effective use of equity capital and strong financial performance.
Return on Assets (ROA): Ford Motor's ROA excels beyond industry benchmarks, reaching 0.32%. This signifies efficient management of assets and strong financial health.
Debt Management: Ford Motor's debt-to-equity ratio stands notably higher than the industry average, reaching 3.59. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>How Are Analyst Ratings Determined?</h2>
Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.
Analysts may supplement their ratings with predictions for metrics like growth estimates, earnings, and revenue, offering investors a more comprehensive outlook. However, investors should be mindful that analysts, like any human, can have subjective perspectives influencing their forecasts.
Breaking: Wall Street's Next Big Mover
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Deep Dive Into Ford Motor Stock: Analyst Perspectives (11 Ratings)

WIIM

Ford Motor shares are trading lower after Bernstein downgraded the stock from Outperform to Market Perform.

Bernstein analyst Toni Sacconaghi downgrades Ford Motor (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) from Outperform to Market Perform and announces $11 price target.

Bernstein Downgrades Ford Motor to Market Perform, Announces $11 Price Target

Donald Trump has been elected as the 47th president of the U.S., and the future of <a href="https://www.benzinga.com/electric-vehicles">the electric vehicle (EV) industry</a> is uncertain. 
Here's a look at how the president-elect&#8217;s policy changes could affect<a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41755274/trump-win-could-hinder-tech-ev-sector-growth-slow-the-pace-of-ai-revolution-analyst"> EV makers in the US. </a>
Trump's EV Views: Trump, who <a href="https://www.benzinga.com/markets/equities/24/10/41562048/leonardo-dicaprio-backs-harris-says-trump-continues-to-deny-the-facts-on-climate">has denied climate change</a>, as largely condemned EVs. He claims they will cost autoworkers' jobs as factories make the shift to electric vehicles. He has also said EVs are<a href="https://www.benzinga.com/news/24/07/39854007/trump-says-he-will-end-the-electric-vehicle-mandate-on-day-one-days-after-tesla-ceo-elon-musks-endor"> being forced </a>on consumers through unfair regulations. 
"I will end the electric vehicle mandate on day one, thereby saving the auto industry from complete obliteration which is happening right now and saving US customers thousands and thousands of dollars per car," Trump said in a speech at the Republican National Convention in July.&nbsp;
Read Next: <a href="https://www.benzinga.com/news/24/11/41754367/china-escalates-trade-dispute-lodges-complaint-with-wto-over-european-ev-tariffs">China Escalates Trade Dispute, Lodges Complaint With WTO Over European EV Tariffs</a>
Trump has also said he plans <a href="https://www.benzinga.com/news/24/07/39854007/trump-says-he-will-end-the-electric-vehicle-mandate-on-day-one-days-after-tesla-ceo-elon-musks-endor">to eliminate</a> many vehicle emissions standards under the Environmental Protection Agency as well as many EV incentives included in the Biden administration's Inflation Reduction Act (IRA).
Analysts Weigh In: Wedbush analysts, including Dan Ives, see <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41755274/trump-win-could-hinder-tech-ev-sector-growth-slow-the-pace-of-ai-revolution-analyst">trouble ahead</a> for the EV industry.&nbsp;
&#8220;We believe a Trump presidency would be an overall negative for the EV industry as likely the EV rebates/tax incentives get pulled, however for Tesla we see this as a potential positive with some caveats,&#8221; the Wedbush analysts wrote.&nbsp;
The analysts pointed to Tesla, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) profitability, along with the company's size and scale, as advantages over its competitors who may struggle after losing rebates and tax incentives. Wedbush also sees Tesla benefiting from higher import fees on Chinese EVs under a Trump administration. 
&#8220;Higher China tariffs that would continue to push away cheaper EV players (BYD, Nio, etc.) from flooding the US market over the coming years,&#8221; Wedbush wrote.&nbsp;
Tesla CEO Elon Musk, who campaigned heavily <a href="https://www.benzinga.com/news/24/11/41766808/mark-cuban-congratulates-trump-musk-before-the-election-is-called-says-they-won-fair-and-square">for the GOP leader</a>, acknowledged that a Trump presidency would likely mean the end of EV subsidies and tax credits during Tesla's second-quarter earnings call. 
The impact would be slight for Tesla and devastating for its competitors, Musk said.
"But long term probably actually helps Tesla, would be my guess, yes," Musk said.&nbsp;
The Big 3: Legacy automakers, General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and Stellantis NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) are struggling as they transition from traditional combustion engines to EVs. 
The Big 3 automakers have recently announced they will delay investments and other plans related to the production of EVs amid <a href="https://www.benzinga.com/news/24/11/41737069/ford-ev-sales-drop-over-8-in-october-as-demand-for-f-150-lightning-slows-down">waning demand </a>from consumers. 
What's Next: It remains to be seen what measures will be repealed under a Trump administration and how each automaker will be affected. However, investors seem to agree with Tesla analysts that Trump's second term is a positive catalyst for the EV giant. Tesla shares are soaring 12.8% higher at $283.49 at the time of publication Wednesday, according to <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>.&nbsp;
Read More:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/24/11/41774549/trumps-big-tech-policies-what-gop-victory-means-for-apple-google-microsoft">Trump&#8217;s Big Tech Policies: What GOP Victory Means For Apple, Google, Microsoft</a></li>
</ul>
Image: Shutterstock

Politics

STLA

TSLA

What Does Trump's Victory Mean For EV Giant Tesla And The Big 3 Automakers?

LCID

RIVN

Electric Vehicle Industry Group Says Companies Ready To Work With Trump, Says Next 4-Years Critical To Ensuring Battery Technologies Developed, Deployed By American Workers

A win for Donald Trump or Kamala Harris could have implications for many sectors, including technology and electric vehicles, making the outcome of the <a href="https://www.benzinga.com/topic/2024-election">2024 presidential election</a> important for investors.
A group of Wedbush analysts outlines the implications for the technology sector in light of Tuesday's election.
2024 Election Being Closely Watched: Wedbush analysts Daniel Ives, John Katsingris, Steven Wahrhaftig, and Sam Brandeis share their thoughts on <a href="https://www.benzinga.com/tech" target="_blank" rel="noopener">the technology sector</a> ahead of the 2024 election and what a win by either Trump or Harris could mean.
"U.S. Elections here with implications for tech on the table," the analysts said.
Technology investors are worried about the global implications of a Trump win with the potential for increased tariffs that could create tensions between the U.S. and China in the technology sector, the analyst said.
"Tonight the Street and tech world will be watching election results with white knuckles as there are many policy dynamics in the Beltway that will impact the tech sector looking ahead."
Did You Know?
<ul>
<li>Congress Is Making Huge Investments. <a href="https://www.benzinga.com/gov-trades/?utm_source=BZprocontent110524">Get Tips On What They Bought And Sold Ahead Of The 2024 Election With Our Easy-to-Use Tool</a></li>
</ul>
What a Trump Win Means: The analysts said a Trump win could create major changes in tariffs and could impact the overall technology supply chain.
NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) are highlighted in the report as companies that could be negatively impacted by the possibility of retaliatory impacts from China.
The analysts said a Trump win could "slow the pace of the AI revolution."
Federal Trade Commission (FTC) Chair Lina Khan is another critical figure to monitor, as she has exerted pressure on major tech companies and may advocate for breakups. The analysts said Khan is likely out with a Harris win, but could remain in the position if Trump wins.
The analysts added that Congressional races on Election Day could impact the chance of major policy changes for Big Tech regardless of who wins the White House. A GOP sweep of the White House and Congress could be bullish for the overall stock market but negative for Big Tech stocks.
"From a Big Tech/AI trade perspective we view overall a Harris White House win as more bullish on the margins and a Trump win as a net negative for Big Tech."
Given Elon Musk&#8217;s support for the former present, one of the big questions is whether a Trump win could be good for Tesla.
"We believe a Trump presidency would be an overall negative for the EV industry as likely the EV rebates/tax incentives get pulled, however for Tesla we see this as a potential positive with some caveats."
The analysts said Tesla's size and scale could help the company without tax incentives, and it could have a "clear competitive advantage" with competitors losing subsidies and the potential of higher tariffs on Chinese companies.
"Higher China tariffs that would continue to push away cheaper EV players (BYD, Nio, etc.) from flooding the US market over the coming years."
What a Harris Win Means: A win in the 2024 election by Harris could be a positive for the electric vehicle sector, the analysts said.
"If Harris wins we would expect the EV tax credits to remain the same and ultimately increase in 2025 as the goal to get more US consumers towards EVs would be a laser focus in a Harris Administration," the analysts said.
General Motors (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and Stellantis NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) are named as companies that could benefit from a Harris win as they are betting heavily on electric vehicles and need the growth to continue.
The analysts said a Harris win could be neutral or slightly negative for Tesla.
Musk heavily supporting Trump in the election could have "negative consequences" in the future, the analysts said.
"For now, the ‘Musk betting on Trump bet' has seen a limited negative impact on demand in the U.S. although clearly this political dynamic could impact some customers to go away from Tesla when buying decisions ultimately come around over the next year."
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41750191/republican-win-likely-to-lift-magnificent-7-stocks-democratic-sweep-better-for-bond">Republican Win Likely To Lift Magnificent 7 Stocks, Democratic Sweep &#8216;Better For Bonds,&#8217; Says WisdomTree</a></li>
</ul>
Photo: Shutterstock

Tech

AAPL

NVDA

Trump Win Could Hinder Tech, EV Sector Growth, 'Slow The Pace' Of AI Revolution: Analysts Lay Out 2024 Election Implications

On CNBC's &#8220;Mad Money Lightning Round,&#8221; Jim Cramer said Ceva (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CEVA#NYSE">CEVA</a>) is &#8220;way too high, and I think you <a href="https://www.benzinga.com/quote/CEVA">should take something off the table.&#8221;</a>
Ceva will announce results for the third quarter on Nov. 7, 2024, before the opening bell.
&#8220;I love space stuff, and that's why I keep recommending Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>),&#8221; Cramer said when asked about Intuitive Machines, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LUNR#NASDAQ">LUNR</a>). If there's going to be something in space, it is going to be done by Elon Musk."
Intuitive Machines will release its financial results for the third quarter on Thursday, Nov. 14, before the market opens.
When asked about Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), &#8220;I want so badly for the company to do well, but I can't recommend the stock.&#8221;
The company is reportedly set to pause production of its F-150 Lightning from mid-November until the year&#8217;s end, citing weaker-than-anticipated demand for the electric pickup, Automotive News reported.
&#8220;They are in the oil service business, and oil is not a growth commodity. So, I'm going to say you can't own the stock here, as much as I really like them,&#8221; the &#8220;Mad Money&#8221; host said when asked about SLB (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>).
The company, last week, disclosed that its OneSubsea joint venture won a contract from BP p.l.c. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BP#NYSE">BP</a>) for a subsea boosting system as part of the greenfield development of the Kaskida project in the deepwater U.S.
Cramer recommended taking something off the table, when asked about Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>).
Vistra will replace The AES Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AES#NYSE">AES</a>) in the Dow Jones Utility Average, effective prior to the open of trading on Friday, Nov. 8.
Price Action:
<ul>
<li>CEVA shares fell 0.2% to settle at $23.64 on Monday.</li>
<li>Intuitive Machines shares fell 6.5% to close at $7.58 on Monday.</li>
<li>Ford shares gained 1.4% to settle at $10.36 during the session.</li>
<li>SLB gained 1.4% to settle at $40.32 on Monday.</li>
<li>Vistra shares fell 3.2% to close at $115.74.</li>
</ul>
Read Next: 
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<li><a href="https://www.benzinga.com/news/24/11/41713185/top-4-tech-and-telecom-stocks-that-may-collapse-this-month">Top 4 Tech And Telecom Stocks That May Collapse This Month</a></li>
</ul>

Long Ideas

Media

CEVA

LUNR

Jim Cramer Says He Can't Recommend This Major Automaker, Ceva Is 'Way Too High'

Ford Motor Co.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) electric vehicle sales in the U.S. dropped 8.3% in October following a drop in demand for its <a href="https://www.benzinga.com/topic/ford-f-150-lightning">F-150 Lightning EV pickup truck</a>.
What Happened: Ford sold 6,264 electric vehicles in October, with its Mustang Mach-E SUV accounting for a majority of sales. 
The company delivered 3,313 units of the electric SUV, marking a surge of about 21% from the corresponding month last year. F-150 Lightning sales, however, dropped by about 50% to 1,863 units, dragging overall EV sales lower. 
Sales of the E-Transit electric van, meanwhile, jumped 181%. 
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Model</td>
<td>U.S. Sales In October</td>
</tr>
<tr>
<td>Mustang Mach-E</td>
<td>3,313</td>
</tr>
<tr>
<td>F-150 Lightning</td>
<td>1,863</td>
</tr>
<tr>
<td>E-Transit</td>
<td>1,088</td>
</tr>
<tr>
<td>Total</td>
<td>6,264</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Source: Ford</figcaption></figure>
Despite the drop in EV sales, Ford&#8217;s overall vehicle sales soared over 15% last month to 172,756 units, owing to the rise in sales for both hybrid and internal combustion engine vehicles. Combustion engine vehicles accounted for about 86% of the company&#8217;s overall vehicle sales during the month. 
Why It Matters: Last week, Ford said that it would halt production of the F-150 Lightning for six weeks from <a href="https://www.benzinga.com/markets/equities/24/10/41661764/ford-to-halt-f-150-ev-production-for-7-weeks-next-month" target="_blank" rel="noreferrer noopener">Nov. 18 to Jan. 6</a>&nbsp;at the Rouge Electric Vehicle Plant.
&#8220;We continue to adjust production for an optimal mix of sales growth and profitability," a company spokesperson told <a href="https://pro.benzinga.com/dashboard">Benzinga</a> about the decision.
The Lightning pickup truck is up against Tesla's Cybertruck in the U.S. While Tesla sold 16,692 Cybertrucks in the third quarter, Ford sold only 7,162 units of the Lightning, according to data from<a href="https://www.benzinga.com/news/24/10/41325252/tesla-cybertruck-leads-the-pack-as-most-popular-ev-truck-in-us-in-q3-outselling-rivals-from-ford-gm" target="_blank" rel="noreferrer noopener">&nbsp;Kelley Blue Book</a>.
In August, Ford said that it is&nbsp;<a href="https://www.benzinga.com/top-stories/24/08/40496864/ford-scraps-electric-suv-as-it-adjusts-to-lower-electric-vehicle-demand" target="_blank" rel="noreferrer noopener">killing its plans to build a three-row electric SUV</a>, initially slated for production in 2025. The company also postponed its plans for a new electric version of its F-150 pickup to 2027 and said it will start making a new electric commercial van in 2026.
For the third quarter, Ford&#8217;s EV segment called &#8220;Model e&#8221; reported an EBIT (earnings before interest and taxes) loss of $1.2 billion after&nbsp;<a href="https://www.benzinga.com/news/24/10/41597865/fords-ev-segment-weighed-down-by-pricing-pressures-competition-ceo-jim-farley-points-out-very-aggres" target="_blank" rel="noreferrer noopener">cost improvements were offset by industrywide pricing pressure</a>, taking its loss this year through the end of September to $3.7 billion. The company now expects a full-year EBIT loss of $5 billion from the segment.
Price Action: Ford shares closed up by about 1.4% on Monday at $10.36. The stock is down by about 14.8% year-to-date, according to data from <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a>. 
Check out more of Benzinga's Future Of Mobility coverage by&nbsp;<a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noreferrer noopener">following this link.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/24/11/41709658/stephen-king-slams-elon-musk-claims-most-of-his-posts-spread-pro-trump-disinformation-and-outright-l">Stephen King Slams Elon Musk, Claims Most Of His Posts Spread &#8216;Pro-Trump Disinformation And Outright Lies&#8217;</a></li>
</ul>
Photo courtesy: Shutterstock

Ford EV Sales Drop Over 8% In October As Demand For F-150 Lightning Slows Down

Jim Cramer, the host of CNBC&#8217;s &#8220;Mad Money,&#8221; recently expressed his enthusiasm for space exploration and Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) on his show. He also shared his thoughts on Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>), CEVA Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEVA#NASDAQ">CEVA</a>), Schlumberger NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLB#NYSE">SLB</a>), and Vistra Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>).
What Happened: During the &#8220;Lightning Round&#8221; segment of his show, Cramer was asked about Intuitive Machines (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITM#NYSE">ITM</a>), a company involved in space exploration. He <a href="https://www.cnbc.com/2024/11/04/cramers-lightning-round-i-cant-recommend-ford.html">responded</a> by praising the space industry and Tesla, stating, &#8220;I love space stuff, and that&#8217;s why I keep recommending Tesla&#8230;If there&#8217;s going to be something in space, it is going to be done by Elon Musk.&#8221;
However, Cramer expressed his disappointment with Ford&#8217;s performance, saying, &#8220;I want so badly for the company to do well, but I can&#8217;t recommend the stock.&#8221; He also advised against investing in Schlumberger, citing the lack of growth in the oil industry.
Cramer noted on X, that NXP Semiconductors (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) and ON Semiconductor (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) are "held back by autos,"
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">NXPI, like ON, held back by autos&#8230;
&mdash; Jim Cramer (@jimcramer) <a href="https://twitter.com/jimcramer/status/1853581148246426072?ref_src=twsrc%5Etfw">November 4, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
See Also: <a href="https://www.benzinga.com/news/24/11/41705158/cathie-wood-says-trumps-ideas-on-eliminating-income-tax-and-imposing-tariffs-brings-back-vibes-of-ea?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Cathie Wood Says Trump&#8217;s Ideas On Eliminating Income Tax And Imposing Tariffs Bring Back Vibes Of &#8216;Early Days Of Our Country&#8217;</a>
Why It Matters: Recently, he has emphasized the importance of owning rather than trading certain stocks, such as Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), suggesting that investors should hold onto these <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41713371/jim-cramer-reiterates-own-nvidia-dont-trade-it-but-says-jensen-huangs-chip-giant-sh">stocks for long-term gains</a>.
Furthermore, Cramer has been vocal about the potential of tech companies, as <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/11/41712755/jim-cramer-recommends-buying-this-tech-stock-that-is-a-terrific-situation">seen in his endorsement</a> of CyberArk Software Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYBR#NASDAQ">CYBR</a>). His recent comments on Meta Platforms Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) also highlight his focus on <a href="https://www.benzinga.com/news/24/10/41674206/jim-cramer-says-mark-zuckerberg-has-your-brain-as-meta-pours-billions-into-global-domination-strateg">companies with strong growth potential</a>.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/11/41705665/palantir-technologies-gears-up-for-q3-print-here-are-the-recent-forecast-changes-from-wall-streets-?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Palantir Technologies Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street&#8217;s Top Analysts</a></li>
</ul>
Image Via Shutterstock 
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/topic/Kaustubh-Bagalkote" target="_blank" rel="noreferrer noopener">Kaustubh Bagalkote</a>

Global

CYBR

Market Vectors Intermediate Municipal Index

NXPI

Jim Cramer Keeps Recommending Tesla Because He Loves 'Space Stuff,' But He's Not Keen On Ford: 'I Can't Recommend The Stock'

<a href="https://www.reuters.com/business/autos-transportation/nhtsa-closes-probe-into-more-than-411000-ford-vehicles-due-loss-power-2024-11-04/#:~:text=WASHINGTON%2C%20Nov%204%20(Reuters),could%20lose%20power%20without%20warning.">https://www.reuters.com/business/autos-transportation/nhtsa-closes-probe-into-more-than-411000-ford-vehicles-due-loss-power-2024-11-04/#:~:text=WASHINGTON%2C%20Nov%204%20(Reuters),could%20lose%20power%20without%20warning.</a>
&nbsp;
The National Highway Traffic Safety Administration said on Monday it has closed a probe into 411,000 Ford SUVs and pickup trucks over a potentially defective engine that could lose power without warning.
<a href="https://www.reuters.com/business/autos-transportation/us-opens-new-safety-probes-into-stellantis-gm-ford-vehicles-2022-07-26/">In July 2022</a>, the U.S. auto safety regulator opened its investigation into Ford Bronco vehicles equipped with 2.7L EcoBoost engines over concerns of a faulty valvetrain.
The probe was expanded later to include other models including the Ford Edge, F-150, Explorer and Lincoln Aviator and Nautilus vehicles with 2.7L or 3.0L EcoBoost engines from the 2021 and 2022 model years.
Under normal driving conditions and without warning, vehicles may lose power and be unable to restart due to a faulty valve. NHTSA said it had 1,066 unique vehicle reports of the issue.
Earlier this year, Ford recalled 90,000 vehicles after the automaker determined not all valves produced were defective, and that most failures occurred in vehicles that had been in use for a short time.
Ford's recall fix includes a dealer inspection and a test to determine if the vehicle has not met a minimum usage level to identify if it was equipped with defective valves.
NHTSA said the rate of reported failures related to the faulty valve issue has steadily decreased since November 2021.
Ford said data indicates the vast majority of failures have occurred before 20,000 miles with over half of all reported failures occurring before 5,000 miles.
Ford said it would provide an extended warranty coverage on the vehicles covered by the investigation for 10 years or 150,000 miles, whichever occurs earlier.

Legal

'National Highway Traffic Safety Administration Closes Probe Into 411,000 Ford Vehicles Due To Loss Of Power' - Reuters News

<a href="https://s201.q4cdn.com/693218008/files/doc_news/2024/Nov/04/Ford-U-S-October-2024-Sales-Release.pdf" title="https://s201.q4cdn.com/693218008/files/doc_news/2024/Nov/04/Ford-U-S-October-2024-Sales-Release.pdf">https://s201.q4cdn.com/693218008/files/doc_news/2024/Nov/04/Ford-U-S-October-2024-Sales-Release.pdf</a>
&nbsp;
&nbsp;
&nbsp;

Ford Reports October U.S. Vehicle Sales Totaling 172,756 Units; Mustang Mach-E Sales Reach 3,313

<h3 class="wp-block-heading">Remembering The Ultimate Example Of DEI</h3>
In a post two months ago (&#8220;<a href="https://www.zerohedge.com/news/2024-08-25/ultimate-dei-scenario">The Ultimate Example Of DEI</a>&#8220;) I pointed out what appeared to be an extraordinary example of Diversity, Equity, and Inclusion at&nbsp;Peloton Interactive, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTON#NASDAQ">PTON</a>).&nbsp;
<blockquote class="wp-block-quote is-layout-flow wp-block-quote-is-layout-flow"><h3 class="wp-block-heading">How Much More Qualified Can You Get?&nbsp;</h3>
Peloton&nbsp;(PTON) is best known for its stationary exercise bikes, but it also has rowing machines. And&#8211;you would think&#8211;the best-qualified person to teach its rowing classes, Nick Mead, who just won an Olympic gold medal in rowing. But Peloton has Mead working logistics for them instead.&nbsp;
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">that's our Clark Kent &#x1f979;<a href="https://twitter.com/usrowing?ref_src=twsrc%5Etfw">@usrowing</a> <a href="https://t.co/cxqBxyhxIy">pic.twitter.com/cxqBxyhxIy</a>
&mdash; Peloton (@onepeloton) <a href="https://twitter.com/onepeloton/status/1819029723084665017?ref_src=twsrc%5Etfw">August 1, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Bear in mind, being a Peloton instructor can be a pretty good gig. As ChatGPT notes,&nbsp;
<blockquote class="wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">On average, Peloton instructors are reported to make between&nbsp;$100,000 and $500,000 per year. Some of the most popular instructors, who have built large followings and have become key figures in the Peloton community, may earn even more, potentially reaching up to&nbsp;$1 million per year&nbsp;when including bonuses, endorsements, and other income streams.
</blockquote>
For example, some Pelton instructors have published books, that wouldn&#8217;t have sold without their Peloton followings. Others have endorsed sports drinks, appeared in commercials for them, etc.&nbsp;
<h3 class="wp-block-heading">Who Peloton Has Teaching Its Rowing Classes</h3>
So who did Peloton hire as a rowing instructor over Nick Mead, the Olympic gold medalist? One rowing instructor they hired was Ash Pryor, who helpfully informs readers on her Peloton bio that she is a black woman.&nbsp;
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="833" height="1024" src="https://contributor-assets.benzinga.com/wp-content/uploads/2024/10/31221536/Ash-Pryor-833x1024.jpg" alt="" class="wp-image-2890" style="width:auto;height:450px" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2024/10/31221536/Ash-Pryor-833x1024.jpg 833w,https://contributor-assets.benzinga.com/wp-content/uploads/2024/10/31221536/Ash-Pryor-244x300.jpg 244w,https://contributor-assets.benzinga.com/wp-content/uploads/2024/10/31221536/Ash-Pryor-768x944.jpg 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2024/10/31221536/Ash-Pryor.jpg 976w" sizes="(max-width: 833px) 100vw, 833px" /></figure>
</blockquote>
<h3 class="wp-block-heading">Moving Away From DEI?</h3>
Peloton&#8217;s employment of Ash Pryor as a rowing instructor was consistent with some of their recent advertising, which eschewed straight white males. That seems to be changing. This month, they announced a new ad campaign with retired NFL defensive end JJ Watt and his brother, current NFL defensive end TJ Watt.&nbsp;
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">the one thing coming in 8th? coming second-best to your brother. Watt v Watt, coming soon. <a href="https://t.co/4IME8xfCy7">pic.twitter.com/4IME8xfCy7</a>
&mdash; Peloton (@onepeloton) <a href="https://twitter.com/onepeloton/status/1846538178263433485?ref_src=twsrc%5Etfw">October 16, 2024</a></blockquote>
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The genesis of this campaign was JJ Watt&#8217;s surprise at the difficulty of a Peloton class he took a year before.&nbsp;
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">I'm pretty new to Peloton, so idk how it all works. But based on how damn hard this was, I NEED to know who the 7 people are that finished ahead of me on this 20 min ride… Is Lance Armstrong in this class?! &#x1f92f; <a href="https://t.co/xBLsFR7AKP">pic.twitter.com/xBLsFR7AKP</a>
&mdash; JJ Watt (@JJWatt) <a href="https://twitter.com/JJWatt/status/1687240316401897472?ref_src=twsrc%5Etfw">August 3, 2023</a></blockquote>
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<h3 class="wp-block-heading">Peloton Shares Spike On Earnings Beat, New CEO</h3>
On Thursday, shares of Peloton spiked nearly 28% after the company reported an earnings beat and the hiring of a new CEO, Peter Stern. Bloomberg leads with Stern&#8217;s Ford Motor Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) experience, but more relevantly, Stern was the co-founder of Apple, Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Apple Fitness+.&nbsp;
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Peloton names Ford Motor executive Peter Stern as its next CEO <a href="https://t.co/P116kIVyII">https://t.co/P116kIVyII</a>
&mdash; Bloomberg (@business) <a href="https://twitter.com/business/status/1851945078798876803?ref_src=twsrc%5Etfw">October 31, 2024</a></blockquote>
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And, like JJ Watt, Stern was a Peloton user before he started working for them. Reportedly, he&#8217;s had a Peloton membership since 2016. If you&#8217;re thinking of joining too, there are some discounts available&nbsp;<a href="https://account.onepeloton.com/referral/a10338a9f5524219b1b92b5b64f72d98?source=Profile%20Refer%20Friends&amp;locale=en-US">here</a>.&nbsp;
<h3 class="wp-block-heading">The Surprise Twist&nbsp;</h3>
Regular readers may remember my interview with the CEO of bitcoin miner&nbsp;Bit Digital, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BTBT#NASDAQ">BTBT</a>) published at the beginning of October (&#8220;<a href="https://www.zerohedge.com/news/2024-10-01/bitcoin-ethereum-and-ai">Bitcoin, Ethereum, And AI</a>&#8220;).
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Bitcoin, Ethereum, And AI A conversation with the CEO of <a href="https://twitter.com/BitDigital_BTBT?ref_src=twsrc%5Etfw">@BitDigital_BTBT</a>, whose company has operations in all three.<a href="https://twitter.com/hashtag/BTC?src=hash&amp;ref_src=twsrc%5Etfw">#BTC</a> <a href="https://twitter.com/hashtag/ETH?src=hash&amp;ref_src=twsrc%5Etfw">#ETH</a> <a href="https://twitter.com/search?q=%24BTBT&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$BTBT</a><a href="https://t.co/iYs8Jlt5gr">https://t.co/iYs8Jlt5gr</a>
&mdash; Portfolio Armor (@PortfolioArmor) <a href="https://twitter.com/PortfolioArmor/status/1841210193683890674?ref_src=twsrc%5Etfw">October 1, 2024</a></blockquote>
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In that post, I mentioned that BTBT was the underlying stock in one of the two &#8220;lottery ticket&#8221; options trades I wrote about in&nbsp;<a href="https://portfolioarmor.substack.com/p/trade-alert-two-lottery-tickets">this trade alert</a>&nbsp;in September.&nbsp;
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://portfolioarmor.substack.com/p/trade-alert-two-lottery-tickets"><img loading="lazy" decoding="async" width="925" height="818" src="https://contributor-assets.benzinga.com/wp-content/uploads/2024/10/31222213/Trade-Alert-for-PTON.jpg" alt="" class="wp-image-2891" style="width:624px" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2024/10/31222213/Trade-Alert-for-PTON.jpg 925w,https://contributor-assets.benzinga.com/wp-content/uploads/2024/10/31222213/Trade-Alert-for-PTON-300x265.jpg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2024/10/31222213/Trade-Alert-for-PTON-768x679.jpg 768w" sizes="(max-width: 925px) 100vw, 925px" /></a><figcaption class="wp-element-caption">Click on the link to go to the post.</figcaption></figure>
The other stock was Peloton. Our trade there was buying the $5 strike calls on it expiring next April. On Thursday, I sold half of my calls for a 250% gain.&nbsp;
If you&#8217;d like a heads up when the next trade alert posts, feel free to subscribe to the Portfolio Armor trading Substack below.&nbsp;
If you&#8217;d like to stay in touch
You can scan for optimal hedges for individual securities, find our current top ten names, and&nbsp;create hedged portfolios&nbsp;on&nbsp;<a href="https://portfolioarmor.com/">our website</a>.&nbsp;You can also follow Portfolio Armor on X&nbsp;<a href="https://twitter.com/portfolioarmor">here</a>, or become a free subscriber to our trading Substack using the link below (we&#8217;re using that for our occasional emails now).
<figure class="wp-block-image aligncenter size-full"><a href="https://portfolioarmor.substack.com/"><img loading="lazy" decoding="async" width="602" height="418" src="https://contributor-assets.benzinga.com/wp-content/uploads/2024/10/31222442/Widget-2.jpg" alt="" class="wp-image-2892" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2024/10/31222442/Widget-2.jpg 602w,https://contributor-assets.benzinga.com/wp-content/uploads/2024/10/31222442/Widget-2-300x208.jpg 300w" sizes="(max-width: 602px) 100vw, 602px" /></a></figure>

BTBT

PTON

Could Peloton Be Moving Away From DEI?

The U.S. stock market experienced a setback at the end of October, breaking a five-month winning streak as election uncertainties and mixed tech <a href="https://www.benzinga.com/earnings">earnings dampened risk sentiment</a>.
A key measure of market turbulence, the CBOE Volatility Index, or VIX, surged by 34% last month, marking the third-largest increase for an October <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41665265/vix-index-notches-third-strongest-october-spike-in-an-election-year-s-p-500-snaps-5">in an election year.</a>
Tech giants' earnings were underwhelming, except for Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>). None of the other &#8220;Magnificent Seven&#8221; companies posted positive weekly performance. As a result, the Roundhill Magnificent Seven ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAGS#NASDAQ">MAGS</a>) fell nearly 2% for the week. This marks the worst weekly performance in two months.
Among mega-cap companies, the top performers for the week were Charter Communications Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHTR#NASDAQ">CHTR</a>) and Booking Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKNG#NASDAQ">BKNG</a>), both rising approximately 9%. Booking also marked the strongest weekly gains since August 2022. 
The main laggards were Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Eli Lilly and Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>), down 9% and 8%, respectively, for the week. 
On the macroeconomic front, the U.S. economy saw a surprising slowdown in job growth in October, with <a href="https://www.benzinga.com/news/econ-s/24/11/41684710/us-economy-adds-only-12-000-jobs-in-october-sharply-misses-estimates-as-hurricane-strikes-pummel-hir">nonfarm payrolls increasing by just 12,000</a>—nearly a four-year low and well below the expected 113,000.
Factors such as hurricanes and strikes likely contributed to the hiring slowdown, while unemployment held relatively steady, indicating no significant rise in layoffs.
The labor market report has strengthened expectations for Federal Reserve rate cuts. Markets are fully pricing in a 25-basis-point cut at Thursday's meeting and assigning an 85% probability to a similar cut at the Fed&#8217;s final meeting of the year in of December.
<h3 class="wp-block-heading">State Betting Odds</h3>
As the 2024 U.S. presidential election approaches, state-by-state betting odds reveal a tight race between Donald Trump and Kamala Harris, with key battleground states like Pennsylvania, Michigan, and Arizona showing narrow margins, making them pivotal <a href="https://www.benzinga.com/general/sports-betting/24/10/41589659/trump-vs-harris-state-by-state-2024-election-betting-odds-which-candidate-is-favored-to-wi">in the final outcome.</a>
<h3 class="wp-block-heading">Gold ETF Surge</h3>
The SPDR Gold Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLD#NYSE">GLD</a>) saw $1.8 billion in inflows during October, its highest in over two years. Rising investment demand continues pushing gold toward record highs as investors turn to this safe-haven asset at a time of political <a href="https://www.benzinga.com/economics/macro-economic-events/24/10/41663633/biggest-gold-etf-posts-highest-monthly-inflows-in-2-5-years-as-investors-rush-to-">upheaval and fiscal uncertainty.</a>
Ford Halts F-150 Lightning Production
Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) is pausing F-150 Lightning production from Nov. 18 to Jan. 6, responding to Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)'s Cybertruck sales surge. The move aims to recalibrate production with demand and improve profitability for <a href="https://www.benzinga.com/news/24/11/41677673/ford-f-150-lightning-pickup-truck-production-to-be-halted-temporarily-after-teslas-cybertruck-races">the Michigan-based automaker.</a>
Now Read:
<ul>
<li><a href="https://www.benzinga.com/general/24/11/41693751/biden-can-blame-boeing-for-massive-jobs-data-miss">Biden Can Blame Boeing For Massive Jobs Data Miss</a></li>
</ul>
Image: Shutterstock

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