Ford Shares Take Biggest Leap Since 2020 | Closing Bell
Speakers
Carol Massar
— Anchor, Bloomberg
Romaine Bostick
— Anchor, Bloomberg
Summary
The episode covers the market close with record highs, a Ford surge on Morgan Stanley's bullish call about its energy storage business, and Cisco's earnings beat with strong AI-driven orders. Also discussed is the 30-year Treasury auction at highest yield since 2007 and yield curve divergence.
- S&P 500 and Nasdaq close at record highs.
- Ford shares jump 13% after Morgan Stanley highlights energy storage value.
- Cisco shares rise after hours on earnings beat and AI-related order growth.
- 30-year Treasury auction yields highest since 2007 at 5.04%.
- Yield curve steepens as short-term yields fall while long-term yields rise.
- Semiconductor index (SOX) hits a record, led by ON Semiconductor.
Trade Ideas
Ford energy storage value underappreciated
Morgan Stanley analyst says Ford's energy storage business is underappreciated, could sign supply agreements with large customers, worth $10 billion, approaching Tesla Energy valuation, making Ford a buy.
Cisco benefiting from AI infrastructure
Cisco's products have found a new lease on life due to AI infrastructure and data center buildout, evidenced by rising orders and strong guidance, making the stock attractive.
Up Next
This Bloomberg Markets video, published May 13, 2026, features Carol Massar, Romaine Bostick discussing F, CSCO. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: Carol Massar, Romaine Bostick · Tickers: F, CSCO