Tesla, Inc.

Ford Motor Co. shares experienced their best monthly gain in 17 years, surging 44% in May, due to investor interest in the automaker's grid-battery business and its potential to benefit from the demand for energy to power AI tools. Despite not expecting to generate profit from battery storage until 2028, analysts suggest Ford Energy could be worth US$10 billion by supplying battery energy storage systems to utilities and data centers. This surge reflects a broader market trend where investors are seeking companies adjacent to the AI boom, offering industrial stalwarts like Ford a more economical entry point compared to tech peers.

Norges Bank has acquired a significant new stake in General Motors (NYSE:GM) during the fourth quarter, purchasing over 11.2 million shares valued at approximately $918.7 million, representing about 1.25% of the company. This move aligns with increased institutional ownership, which now stands at 92.67%, despite recent insider selling by top executives. GM also reported strong Q4 earnings, beating analyst expectations, and maintains a "Moderate Buy" consensus rating with a target price of $94.65.

The article ranks the top 10 global car companies by revenue, highlighting that Volkswagen Group and Toyota Motor Corporation lead the industry with annual revenues exceeding $300 billion. It explains that scale, brand diversity, premium positioning, and financial services contribute to their dominance, with legacy automakers like GM, Ford, and Stellantis still ranking high due to strong market presence and product mix, despite Tesla's significant market capitalization. The piece distinguishes revenue from market capitalization, production volume, and profitability.