Ford Veers Toward AI & Is Price e.l.f.’s Problem?

Ford’s recent 30% stock rally stems from its new "Ford Energy" unit, which repurposes electric vehicle batteries for AI data centers and industrial power storage, signaling a strategic shift beyond traditional automotive sales. Meanwhile, Dick’s Sporting Goods shares dropped following earnings misses tied to Footlocker acquisition costs, whereas MGM Resorts climbed on optimism regarding a Las Vegas tourism recovery. Robinhood’s launch of "Agentic Trading" now enables AI agents to execute financial transactions and consumer purchases autonomously. Additionally, Lululemon reached a settlement with founder Chip Wilson, ending a public board dispute by agreeing to appoint new directors. Finally, e.l.f. Beauty faces significant share price volatility due to high tariff exposure and a cooling core brand, despite the strong performance of its RODE acquisition, which accounted for 30% of total revenue in fiscal year 2026.