Ford (F) drops 7.5% as AI-linked rally fades amid market selloff

Ford Motor Co. (F) fell 7.5% on May 15, 2026, its biggest one-day decline since February 2025, as a broader risk-off session cooled investor enthusiasm for the automaker’s potential exposure to AI-driven power demand. The drop followed a 21% two-day surge fueled by interest in Ford’s energy storage business and speculation over possible partnerships with AI hyperscalers. Despite the pullback, Ford shares remained nearly 12% above their May 12, 2026, close. Ford underperformed auto peers during the selloff. General Motors Co. (GM) declined 3.7%, while U.S.-listed shares of Stellantis NV (STLA) fell 4.5%. The S&P 500 ended May 15 down 1.2%, reflecting broader pressure on risk assets. Tigress Financial Partners’ Ivan Feinseth said short-term positioning and technical factors can drive moves, while fundamentals determine whether gains last.