Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=GvTyTz3CwuB Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter F Stock: Is the AI Rally Over? Likelihood of Supply Deals with Hyperscalers [yTltKKsiYfE] Health Updated on August 06, 2026 EDT — Published on August 06, 2026 EDT The decline came after a 21% two-day surge, as investors focused on Ford's energy storage business and the possibility of future partnerships with AI hyperscalers. - Notably, the firm flagged a high likelihood of supply deals with hyperscalers and other large energy users, which could make the unit worth around $10B. "While there are a number of competitors currently serving this market, we believe Ford is in a unique position given the strong technology licensing agreement that it is leveraging - which is a technology many customers are already familiar with in the U.S.," highlighted analyst Andrew Percoco. - Join this channel to get access to perks: Consider Supporting this Channel via PayPal: eydEG683nLA ISO7GrFkGWk ZK1cF3GuRuw 3CDpyhoT4Wi d0U6n0rzElo wmvvYVGviUO
The decline came after a 21% two-day surge, as investors focused on Ford's energy storage business and the possibility of future partnerships with AI hyperscalers. - Notably, the firm flagged a high likelihood of supply deals with hyperscalers and other large energy users, which could make the unit worth around $10B. "While there are a number of competitors currently serving this market, we believe Ford is in a unique position given the strong technology licensing agreement that it is leveraging - which is a technology many customers are already familiar with in the U.S.," highlighted analyst Andrew Percoco. - Join this channel to get access to perks: Consider Supporting this Channel via PayPal: eydEG683nLA ISO7GrFkGWk ZK1cF3GuRuw 3CDpyhoT4Wi d0U6n0rzElo wmvvYVGviUO