Ford topped expectations on both lines and lifted the floor of its full-year adjusted EBIT guidance to $10.5 billion. The catch: management still guides Model e to roughly $4 billion in losses this year.
Latest Activity
There is no getting out of this lightly or easily. First off, when can you become employed again? If you need a car, then simply turning this in and getting a cheaper is not an option with the negative equity.
A $975 monthly EV lease with no home charging turned into a trap: dealer bids on the truck range from the $20,000s to $40,000 against Ford Credit's $61,872 buyout. The thread's verdict is that early lease exits almost always cost more than riding out the term.
Mad Money w/ Jim Cramer 10/7/26
- Cramer splits the market in two: credit-dependent names like Caterpillar, Ford and IBM versus AI borrowers that price near Treasuries
- SpaceX seeking $40 billion to buy Nvidia chips at triple-B rating, while Paramount Skydance bondholders got hit at 8%
- Oracle flagged as the one data-center name still exposed to credit market scrutiny
- Caller advice: swap Western Digital into cheaper Micron; Vertiv the pick after GE Vernova on data center infrastructure
AI and data-center names no longer trade off Treasury auctions, so a weak auction hits the industrial and consumer side of your book while chip and power names sail through, with Oracle the named exception. On the calls, he pushed Micron over Western Digital and ranked Vertiv right behind GE Vernova on infrastructure.
F Coverage
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