Ford Falls Most in 15 Months After AI-Driven Rally Abates

Ford Motor Co.’s blistering rally screeched to a halt Friday, as a broader market selloff cooled enthusiasm over the automaker’s potential to benefit from the boom in energy demand for artificial intelligence.

The Michigan-based company’s stock sank 7.5%, notching its worst day since February 2025. The slump follows a 21% two-day rally that saw the market home in on Ford’s energy storage business and possible future tie-ups with AI hyperscalers. Ford shares still remain almost 12% higher since the close on Tuesday — the day before the surge started.