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Stock impact report

Market Outlook: Ford miss and Mattel selloff as AI debate intensifies [BNN Bloomberg (Canada)]

Lyft, Inc. - Class A (LYFT) 
Last lyft, inc. - class a earnings: 2/11 04:05 pm Check Earnings Report
Company Research Source: BNN Bloomberg
Ride-hailing company Lyft also disappointed, while debate grows over lofty artificial intelligence spending plans. BNN Bloomberg spoke with David Sekera, chief U.S. market strategist at Morningstar, who said U.S. equities are trading at a modest discount to fair value as investors brace for volatility and weigh AI upside against value-oriented protection. Key Takeaways Ford's fair value remains $16 per share despite its largest earnings miss in four years, as tariff pressures and softer U.S. auto sales offset cost controls and stronger EBIT guidance. Lyft's fair value was cut to $15 from $18 after weaker-than-expected growth and declining engagement relative to competitors. Mattel shares fell more than 25 per cent pre-market after issuing a weak 2026 outlook, though longer-term margin recovery is expected as digital gaming expands. U.S. auto sales are projected to decline to between 15.8 million and 16 million units this year from 16.2 million previously. U.S. stocks are Show less Read more
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