Ford and GM are doing well. Here are two risks that could change that.

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Ford and GM may face production and margin pressures due to memory chip shortages and rising commodity prices, according to Morgan Stanley analysts.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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Ford and GM could see pressure on production and margins due to shortages of memory chips and rising commodity prices, analysts at Morgan Stanley say.

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Original article published by MarketWatch on January 21, 2026.
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