Today: 7 November 2025
Subscribe
Ford (F) Today — Nov. 7, 2025: Lightning Cancellation Report, Ex‑Dividend Trading, and Recall Mailings Shape the Narrative

Ford (F) Today — Nov. 7, 2025: Lightning Cancellation Report, Ex‑Dividend Trading, and Recall Mailings Shape the Narrative

by
7 November 2025
  • WSJ report: Ford is weighing discontinuation of the F‑150 Lightning; Ford says it will restart EV‑truck output “at the right time” but gave no date. [1]
  • Dividend: Shares trade ex‑dividend today for the regular $0.15 quarterly payout (payable Dec. 1) under the company’s Oct. 23 declaration; with T+1 settlement, most U.S. stocks go ex‑div on the record date. [2]
  • Quality & safety: NHTSA correspondence shows owner notification letters for windshield‑visibility recall 25V730 are slated to be mailed Nov. 7, 2025. [3]
  • Backdrop: The Novelis aluminum‑plant fire continues to weigh on production and guidance; Ford trimmed its 2025 outlook in October. [4]

‘Lightning’ on the line: What’s new and what’s confirmed

A Wall Street Journal story (summarized by Reuters) says Ford executives are considering scrapping the F‑150 Lightning, the brand’s flagship battery‑electric pickup. Ford declined to confirm the move, noting it has inventory on hand and will bring the Rouge Electric Vehicle Center back up “at the right time,” without giving a restart date. The pause traces to a September fire at aluminum supplier Novelis, which constrained body‑panel metal for F‑Series. [5]

The potential Lightning exit would extend Ford’s 2025 pivot away from large, capital‑intensive EVs and toward smaller, cheaper electrics—after previously delaying the next‑gen full‑size EV pickup and E‑Transit van to 2028. [6]

Dividend day: Ex‑dividend today (Nov. 7)

Ford’s board declared a fourth‑quarter $0.15 per‑share dividend, payable Dec. 1, 2025 to shareholders of record Nov. 7, 2025. Because U.S. markets use T+1 settlement, the ex‑dividend date generally falls on the record date—so Ford (NYSE: F) trades ex‑dividend today, Nov. 7. [7]

Why it matters: Ex‑div trading typically subtracts the dividend amount from the share price on the morning of the ex‑date; dividend capture strategies and short‑term liquidity can add noise to intraday moves.

Stock snapshot

As of 16:04 UTC today, F last traded around $13.12 after ranging between $12.92–$13.21 intraday. (Real‑time figures referenced for context.)

Quality & safety: Owner letters go out today on a 56,841‑vehicle recall

In a formal NHTSA acknowledgement letter for campaign 25V730 (Ford internal 25C60), regulators note owner notification letters are expected to be mailed Nov. 7, 2025. The issue: potential air bubbles in windshield glass on certain 2025–2026 Ford Explorer, Lincoln Aviator and Lincoln Corsair vehicles that could obscure visibility (FMVSS 205). Dealers will inspect and replace windshields as needed at no charge. [8]

Supply chain context still driving decisions

The Novelis fire’s ripple effects continue. On Oct. 23, Ford lowered full‑year EBIT guidance to $6.0–$6.5 billion, citing the aluminum shortfall’s impact on F‑Series throughput—a key reason Lightning build remains paused. [9]

(Separate reporting in late October/early November has described timelines for partial restarts at Novelis; any acceleration would be a material tailwind for Ford’s truck cadence.) [10]

Around the world, today at Ford

  • Retail experience: Ford launched a new “Signature 2.0” global showroom concept at Ford Caminho in Campinas, Brazil, designed to integrate digital and in‑store journeys and elevate hospitality—one of the first 20 stores to adopt the format this year. [11]

What to watch next

  • Lightning decision path: Expect continued scrutiny of dealer inventory, order banks and supply recovery as management weighs the program’s future. [12]
  • Dividend sustainability vs. cash priorities: Today’s ex‑div comes as Ford balances tariff costs, EV investment pacing and quality spending against shareholder returns into 2026. (Background: guidance cut tied to Novelis; ongoing EV timing shifts.) [13]
  • Recall follow‑through: Owners of affected Explorer/Aviator/Corsair vehicles should look for mailed notices starting today and schedule inspections promptly. [14]
Is the F-150 Lightning Still Safe? Inside Ford’s Latest Recall
Watch this video on YouTube.

References

1. www.reuters.com, 2. www.fromtheroad.ford.com, 3. static.nhtsa.gov, 4. www.reuters.com, 5. www.reuters.com, 6. www.reuters.com, 7. www.fromtheroad.ford.com, 8. static.nhtsa.gov, 9. www.reuters.com, 10. www.wsj.com, 11. media.ford.com, 12. www.reuters.com, 13. www.reuters.com, 14. static.nhtsa.gov

Tags:

Mateusz Kaczmarek Latest posts

A technology and finance expert writing for TS2.tech. He analyzes developments in satellites, telecommunications, and artificial intelligence, with a focus on their impact on global markets. Author of industry reports and market commentary, often cited in tech and business media. Passionate about innovation and the digital economy.

  1. VTI vs. VOO on November 7, 2025: Daily Update, Flows & Why Vanguard’s Flagship ETFs Still Dominate With Young Investors
  2. Fluor (FLR) Q3 2025: Adjusted EPS Beats, Guidance Raised; $800M Buyback Target and NuScale Monetization Drive Outlook
  3. Franklin Resources (BEN) Q4 FY2025: Adj. EPS $0.67 Beats, Revenue $2.34B; AUM $1.66T as Ex‑Western Inflows Climb
  4. JFrog (FROG) Soars 20%+ After Q3 Beat: Cloud Revenue Jumps 50%, FY2025 Guidance Raised to $523–$525M

Stock Market Today

  • Barclays Raises SiTime Target; Analysts Weigh In on SITM Stock
    November 7, 2025, 2:40 PM EST. SiTime (SITM) jumped after Barclays raised its price objective from $220 to $260, though the firm still rates the stock underweight. The move follows a chorus of higher targets from peers: UBS ($355, buy), Stifel ($320, buy), and Raymond James ($270, outperform). Market commentary shows six Buy ratings vs. two Sell, with MarketBeat calling SITM a Moderate Buy at a $299.17 average target. The shares traded around $343 intraday on strong quarterly results: EPS of $0.87 on revenue of $83.6M, beating estimates, despite negative ROE and slim net margin. Year-over-year, revenue rose about 44.8%. Analysts poll for -2.44 EPS this year. Insider Fariborz Assaderaghi sold 3,000 shares, reducing ownership to about 90k shares.
  • Noteworthy ETF Inflow: Vanguard BIV Adds ~$570, 2.2% WoW
    November 7, 2025, 2:38 PM EST. In ETF Channel's week-over-week check, the Vanguard Intermediate-Term Bond ETF (BIV) shows a notable inflow. An approximate $570 inflow equates to a roughly 2.2% rise in outstanding units. The update notes BIV trading near its 52-week high, with last trade around $78.06, in a $73.72-$78.91 year range. A comparison to the 200-day moving average is highlighted as a useful technical touchpoint. The write-up also reminds readers that ETFs trade like stocks but create or destroy units to meet demand, so weekly flows can reflect demand to purchase the underlying holdings. Overall, BIV appears to be attracting investor interest in this period.
  • Noteworthy ETF Inflows: VCLT - $1.5B Inflow, 14.7% WoW
    November 7, 2025, 2:36 PM EST. Week-over-week, VCLT (the Vanguard Long-Term Corporate Bond ETF) shows a notable inflow of about $1.5 billion, a 14.7% increase in outstanding shares (from 126,754,711 to 145,354,711). The move comes with price context: last trade around $78.78, within a 52-week range of $67.47-$81.11. A look at the chart versus the 200-day moving average provides practical context for the trend. Creation of new units reflects demand and can imply buying pressure on the underlying holdings. Source data comes from ETF Channel's weekly flow update, with notes on ETF mechanics and unit creation.
  • Why Are Stock Markets Down Today? Key Drivers for Nasdaq, S&P 500 and Dow
    November 7, 2025, 2:34 PM EST. U.S. stock indexes edged lower to start the session, on track for a weekly loss as the Nasdaq, S&P 500, and Dow slip. The S&P 500 fell about 0.5%, the Dow down roughly 174 points (-0.4%), and the Nasdaq -0.8%. The VIX rose to its highest in more than two weeks as investors weighed quarterly results, including a disappointing report from Block and a positive note for Peloton. Bond yields moved higher, while AI optimism has cooled amid concerns about monetization and spending in the sector. Tech names like Nvidia and Broadcom dropped, underscoring the sector's weekly declines. Airlines are feeling the pinch as the FAA trims air traffic; Tesla's big payout also weighed on sentiment. Market strategists cite traditional early-November weakness and limited catalysts.
  • Nasdaq 100 set for worst week since April meltdown as risk-off grips markets
    November 7, 2025, 2:32 PM EST. Stocks joined a risk-off retreat on Friday, with the Nasdaq 100 on track for its worst week since the April downturn as a rout in AI names weighs on tech names. The S&P 500 faces a pause in gains after a consumer sentiment gauge hit a fresh three-year low, while megacaps in the Magnificent Seven slump. Investors fret valuations in high-flying AI stocks and watch for a dearth of official data amid a government shutdown, keeping markets sensitive to private payroll indicators. The Fed rate-cut outlook remains a focal point, even as a cooling labor market supports potential policy easing. Flows into U.S. equity funds held up for an eighth week, underscoring continued appetite despite volatility.
Crypto Markets Today (Nov 7, 2025): ‘Extreme Fear’ Lingers as ETFs Snap Outflow Streak; Research Confirms First Red October Since 2018
Previous Story

Crypto Markets Today (Nov 7, 2025): ‘Extreme Fear’ Lingers as ETFs Snap Outflow Streak; Research Confirms First Red October Since 2018

AMD Today: 2nm ‘Venice’ CPUs & MI400 AI Accelerators Confirmed for 2026 as Shares Flicker Ahead of Nov. 11 Analyst Day
Next Story

AMD Today: 2nm ‘Venice’ CPUs & MI400 AI Accelerators Confirmed for 2026 as Shares Flicker Ahead of Nov. 11 Analyst Day

Related Articles

Go toTop