Getty Images Listen below or on the go on Apple Podcasts and Spotify Ford gets love for hyperscaler opportunity , not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as tax refunds cushion spending. (1:50) This is an abridged transcript of the podcast: Our top story so far, Ford Motor ( F ) is rallying again after posting its biggest one-day gain in six years. But it’s not the “Motor” driving the move. Investors are focusing on Ford’s partnership with Chinese battery giant CATL and the potential to supply battery energy storage systems to utilities, data centers and commercial customers in the U.S. Morgan Stanley said the market may be underestimating Ford’s push into energy storage. Analyst Daniela Haigian wrote that investors are overlooking the opportunity to improve profitability in Ford’s Model e segment, adding that the company’s licensing agreement with CATL is a competitive advantage not fully reflected in the stock.…