Stock Movers Ford's $19.5 Billion Move; PayPal Shares Gain; Pfizer Sees Flat 2026 Sales
Dec 16, 2025
Ford is facing a massive $19.5 billion charge as it restructures its electric vehicle business to achieve profitability by 2029. Meanwhile, PayPal's plans to become a U.S. bank could enhance its financial offerings but may take time. Pfizer predicts flat sales for 2026, projecting revenues in line with Wall Street expectations as it seeks growth through acquisitions. The podcast dives into these major industry shifts and their implications for investors.
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Ford's EV Reset And Profit Timeline
- Ford is taking a nearly $20 billion charge to overhaul its EV business and expects the unit to be profitable by 2029.
- Lisa Mateo says Ford cut projects and repurposed assets after years of losses to stop throwing money at unprofitable EV products.
Reallocate Capital When Units Bleed Cash
- Do reallocate investment when divisions persistently lose money instead of funding unprofitable projects indefinitely.
- Lisa Mateo highlights Ford canceling planned EV trucks and repurposing plants to stop ongoing losses.
PayPal Moves Toward A Bank Charter
- PayPal applied to become a U.S. bank to expand small business lending and offer consumer deposit products like interest-bearing savings accounts.
- Lisa Mateo notes the move follows a broader wave of fintechs and nonbank firms seeking bank charters this year.