Ford Shares Jump 3.62% on $5B EV Push Despite 149th Trading Volume Rank

Ford shares rose 3.62% on August 22, 2025, with a trading volume of $0.68 billion, ranking 149th on the day. The move followed the company’s announcement of a $5 billion investment in electric vehicle (EV) production, including a new assembly line described as the most transformative since the Model T. This initiative aligns with Ford’s broader strategy to accelerate EV adoption, though recent production pauses for the F-150 Lightning model highlight ongoing demand volatility.

Geopolitical and labor-related risks also influenced sentiment. Ontario’s $70 million job retraining program, aimed at mitigating U.S. tariff impacts, underscored trade tensions threatening supply chains. Ford CEO Jim Farley has previously warned that 25% tariffs on Canadian and Mexican imports could force price hikes, complicating margins. Meanwhile, the company’s recent recall of nearly 275,000 SUVs over brake issues and ongoing quality concerns, including a 2024 probe into EcoBoost engine failures, may weigh on investor confidence despite EV optimism.

A backtest of a trading strategy involving the top 500 stocks by daily volume showed a 23.4% cumulative return from 2022 to the present, yielding $2,340 in profit. This moderate performance highlights the cautious nature of volume-based strategies in a market sensitive to macroeconomic shifts and sector-specific risks.