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Source document· April 3, 2026

Ford Faces a Profitability Threat It Hasn't Seen Since the 2008 Financial Crisis

View original at nasdaq.com
Ford Faces a Profitability Threat It Hasn't Seen Since the 2008 Financial Crisis Key Points Ford Credit is one of the automaker's most profitable units…
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  • Ford Motor Company was not among the 10 best stocks for investors to buy now

    60% confidence
  • Off-lease EV volume will peak in 2028 with nearly 800,000 EVs flooding the market

    60% confidence
  • Industry experts are expecting the resale value of off-lease EVs will check in around $10,000 less than automaker finance entities projected, and could range anywhere from $5,000 to $20,000 less

    60% confidence
  • Roughly 228,000 Tesla EVs were leased last year, nearly 102,000 EV leases for General Motors, and a little over 52,000 EV leases for Ford

    60% confidence
  • Stock Advisor's total average return is 914% compared to 184% for the S&P 500

    60% confidence
  • Ford Credit typically generates only about 5% of revenue any given year but provides 15% to 20%, sometimes more, of the company's profits

    60% confidence
  • EVs expected to make up 15% of off-lease used vehicles by the end of 2026, compared to only 7.7% during the first quarter

    60% confidence
  • Using the $10,000 figure, that would be an industrywide loss of about $8 billion for expected models coming off lease in 2028

    60% confidence
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What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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