Ford Just Launched a $2 Billion Energy Business to Power AI Data Centers. Is F Stock a Buy? | The Motley Fool

Ford’s new $2 billion energy venture marks a strategic pivot to power AI data centers, and the stock has risen about 30% over the last month as investors weigh the potential. The move comes after years of EV setbacks, including tens of billions in charges and the cancellation of the F-150 Lightning, alongside a three-segment structure led by Ford Model e, Ford Pro, and Ford Blue. Morgan Stanley estimates the new energy unit could be worth around $10 billion, while Ford has existing battery partnerships to repurpose assets for storage and on-site power for data centers and utilities. Analysts note the stock’s low forward P/E may reflect valuation risk rather than certainty of success.