Ford revamps EV strategy due to falling profits

Ford is revamping its electric vehicle strategy due to declining profitability, with a new architecture potentially marking a significant shift. Profitability is pressured by tariffs, warranty costs, and BEV investment losses, despite strength in its commercial division. Regulatory changes may help gasoline vehicle profits, but quality and BEV issues persist. Analysts rate Ford a "Hold," citing BEV challenges and competition, which offset potential gains from regulatory shifts and commercial growth.