Ford and GM Attempts to Go Beyond Cars Deserve Skepticism

Investment Opportunities Startups
Peter Lynch
July 31, 2026
0
2
4 minutes read

Ford Motor F -2.75%decrease; down pointing triangle and General Motors GM -1.12%decrease; down pointing triangle are looking beyond cars. If history rhymes, investors could come to regret their wandering eyes. Will this time be different?

In May, Ford’s shares surged as much as 45%, adding nearly $23 billion of market value, in the weeks after it formally announced Ford Energy, a grid-scale battery-storage business that will serve the power needs of artificial-intelligence hyperscalers and utilities. Its shares have since moderated, but are still up more than 20% since the Ford Energy launch. The company is also re-entering the defense sector, having recently won a contract to build tactical trucks for the U.S. Army.

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Author

Peter Lynch

Lynch co-authored several bestselling investment classics, including One Up on Wall Street, Beating the Street, and Learn to Earn. Known for his accessible and common-sense approach to the stock market, he coined the famous investment mantra, "Invest in what you know." This philosophy empowers everyday individual investors to find market-beating opportunities by observing consumer trends and products in their own daily lives before Wall Street notices them.Beyond his writing and investing career, Lynch is a prominent philanthropist. He works actively through the Lynch Foundation to support education, medical research, and cultural organizations. He continues to serve as a vice chairman of Fidelity Management & Research Company, mentoring new generations of financial analysts.

Peter Lynch

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