Stock Movers Ford Up After Announcing Overhaul of EV Division, Zillow Falls, Hershey Jumps
Dec 15, 2025
Joined by Donitza Sokova, a Bloomberg News cross-asset reporter, the discussion dives into Ford's ambitious $20 billion overhaul of its EV division after a substantial loss. Sokova analyzes the impact of Google's new real estate advertising strategy on Zillow's declining stock. Meanwhile, Hershey's shares see a sweet rise despite the challenges posed by the increase in GLP-1 users. Tune in for lively market insights and expert commentary on these corporate moves!
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Ford's Costly EV Reset
- Ford will take nearly $20 billion in charges to overhaul its EV business and cancel an electric F-150 plant.
- The EV division lost about $5 billion last year and Ford plans some plants to make stationary storage cells instead.
Battery Plants May Shift To Storage Cells
- Ford plans to repurpose an EV battery plant in Kentucky to make cells for stationary energy storage.
- Converting EV battery facilities to stationary storage is viewed as a promising alternative amid EV losses.
Google Test Shakes Real-Estate Stocks
- Zillow shares plunged after Google tested showing for-sale listings directly in search results.
- Analysts call the market reaction overblown since the feature is a limited test and outcomes are uncertain.