Canada Goose Holdings Inc（GOOS）資訊與事件GOOSCanada Goose Holdings Inc

Nvidia Informs Customers of 15% Price Increase for AI Servers

The major averages had a mixed day, with the Nasdaq and S&P 500 in the red as major chip stocks, including Micron, AMD, and Broadcom, were in decline. A key catalyst this week is Nvidia's earnings on Wednesday. Nvidia shares have already declined for five consecutive sessions, while some of its customers have reportedly been told that AI server prices could rise by more than 15% because of higher memory costs.Meanwhile, the U.S. is preparing new economic sanctions targeting Iran's trade partners, with Treasury Secretary Scott Bessent expected to provide details. Oil prices have pulled back despite the escalating tensions. There is also a new U.S.-Canada trade dispute to watch after trade negotiations broke down, adding another source of uncertainty for companies with significant North American supply chains and sales exposure.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiahas told some of its largest customers that prices of servers containing AI chips are going to increase over 15% in many cases as memory chip costs skyrocket,Meanwhile, Nvidia is in talks to invest in Perplexity at a valuation above $30B,Alibabaannounced theof 710,000,000 newly issued ordinary shares of the company to non-U.S. persons outside the United StatesnVent ElectricMaverick Power for $1.75BPDD Holdingsreported2. WALL STREET CALLS:Canada Gooseto Underweight from Overweight at Wells FargoUBSCelesticato Buy on 50% earnings growth to 2028Wall Street rolled out coverage of Jersey Mike's SubswithDardento Outperform from Neutral at BairdChipotleto Neutral from Outperform at Baird3. AROUND THE WEB:Polestar Automotivesaid it was blindsided by the U.S. Commerce Department's June ban on its vehicle sales over Chinese connected-car technology concerns, despite assurances it could remain alongside corporate cousin Volvo, WSJ reportsHims & Hershas been placed in Visa'sAcquirer Monitoring Program after a surge in weight-loss subscription disputes, adding scrutiny to its billing practices and creating potential operational and reputational risks, Bloomberg reportsTeslahas lost Shishuang Sun, its senior AI hardware engineer, to former Dojo startup DensityAI, highlighting continued talent attrition in critical chip design and system integration as Tesla ramps its in-house AI hardware efforts, Electrek saysIn a recently published report titled "XHLD: A Shady Underwriter's Pump & Dump on the Brink of T-12 Halting," Fugazi Research says TEN Holdings"is not a software company hiding inside an events business."Anthropic's bankers said the company could raise more than $100B in its IPO, which could value it at $2T, in recent discussions with potential investors, The New York Times reports4. MOVERS:Capricoradvanced after announcing thefor Deramiocel for its amendment reviewGeminigained after entering aBitminewas higher after reportingApplied Optoelectronicsfell afterof up to $600M in stockEos Energyclosed lower after entering a software and hardware5. EARNINGS/GUIDANCE:XPeng, with EPS and revenue missing consensusRoyal Bank of Canadatoon August 27Marvell Technologytoon August 27Crowdstriketoon August 26Salesforcetoon August 26INDEXES:The Dow rose 140.15, or 0.26%, to 53,417.16, the Nasdaq lost 200.26, or 0.76%, to 25,980.19, and the S&P 500 declined 21.51, or 0.28%, to 7,652.86.

Nasdaq and S&P 500 Decline as Nvidia Faces Price Hike

The major averages were mixed near noon, with the Nasdaq and S&P 500 in the red following a slide in Treasury yields and a drop in key tech names. Major chip stocks, including Micron, AMD, and Broadcom, were in decline while other tech names such as Coherent and Lumentum were also slipping.A key catalyst this week is Nvidia's earnings on Wednesday. Nvidia shares have already declined for five consecutive sessions, while some of its customers have reportedly been told that AI server prices could rise by more than 15% because of higher memory costs.Meanwhile, the U.S. is preparing new economic sanctions targeting Iran's trade partners, with Treasury Secretary Scott Bessent expected to provide details. Oil prices have pulled back despite the escalating tensions. There is also a new U.S.-Canada trade dispute to watch after trade negotiations broke down, adding another source of uncertainty for companies with significant North American supply chains and sales exposure.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiahas told some of its largest customers that prices of servers containing AI chips are going to increase over 15% in many cases as memory chip costs skyrocket,Meanwhile, Nvidia is in talks to invest in Perplexity at a valuation above $30B,Alibabaannouncedof 710,000,000 newly issued ordinary shares of the company to non-U.S. persons outside the United StatesnVent ElectricMaverick Power for $1.75BPDD Holdingsreported2. WALL STREET CALLS:Canada Gooseto Underweight from Overweight at Wells FargoUBSCelesticato Buy on 50% earnings growth to 2028Wall Streetof Jersey Mike's Subswith mostly bullish viewsDardento Outperform from Neutral at BairdChipotleto Neutral from Outperform at Baird3. AROUND THE WEB:Hims & Hershas been placed in Visa'sAcquirer Monitoring Program after a surge in weight-loss subscription disputes, adding scrutiny to its billing practices and creating potential operational and reputational risks, Bloomberg reportsTeslahas lost Shishuang Sun, its senior AI hardware engineer, to former Dojo startup DensityAI, highlighting continued talent attrition in critical chip design and system integration as Tesla ramps its in-house AI hardware efforts, Electrek saysIn a recently published report titled "XHLD: A Shady Underwriter's Pump & Dump on the Brink of T-12 Halting," Fugazi Research says TEN Holdings"is not a software company hiding inside an events business."Crocs'disciplined inventory and promotional strategy is paying off, with North American growth returning and international strength pushing quarterly revenue above $1B, while HeyDude shows signs of stabilization, WSJ saysAnthropic's bankers said the company could raise more than $100B in its IPO, which could value it at $2T, in recent discussions with potential investors, The New York Times reports4. MOVERS:Capricorincreases after announcing thethe action date for Deramiocel for its amendment reviewGeminigains afterwith Apex Fintech SolutionsBitminehigher afteras of August 23Applied Optoelectronicsfalls afterof up to $600M in stockEos Energylower after entering a software and hardwarewith Wattmore5. EARNINGS/GUIDANCE:XPeng, with EPS and revenue missing consensusRoyal Bank of Canadaon August 27Marvell Technologyon August 27Crowdstrikeon August 26Salesforceon August 26INDEXES:Near midday, the Dow was up 151.82, or 0.28%, to 53,428.83, the Nasdaq was down 92.24, or 0.35%, to 26,088.22, and the S&P 500 was down 12.33, or 0.16%, to 7,662.04.

U.S. Stock Futures Weaker, Nasdaq Down 0.63%

Stock futures are pointing to a weaker open as the market comes off a losing week for all three major indexes, with technology stocks particularly pressured by the recent rise in Treasury yields.A catalyst this week is Nvidia's earnings on Wednesday. Nvidia shares have already declined for five consecutive sessions, while some of its customers have reportedly been told that AI server prices could rise by more than 15% because of higher memory costs.The Federal Reserve is another major focus, with Fed Chair Kevin Warsh scheduled to speak Friday at the Jackson Hole symposium. Investors will be looking for clues about the Fed's rate path after recent inflation data came in relatively benign, but the labor market has weakened. At the same time, the bond market has become a source of concern. The 30-year Treasury yield reached roughly 5.34% last week, its highest level in about 19 years, putting additional pressure on growth stocks. The week's economic calendar also includes July PCE inflation data on Wednesday.The U.S. is preparing new economic sanctions targeting Iran's trade partners, with Treasury Secretary Scott Bessent expected to provide details. Oil prices have pulled back despite the escalating tensions. There is also a new U.S.-Canada trade dispute to watch after trade negotiations broke down, adding another source of uncertainty for companies with significant North American supply chains and sales exposure.In pre-market trading, S&P 500 futures fell 0.20%, Nasdaq futures fell 0.63% and Dow futures fell 0.11%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Erascaup 3% after reporting the FDA has granted Fast Track Designation to ERAS-0015UP AFTER EARNINGS -Napco Securityup 19%PDD Holdingsup 3%DOWN AFTER EARNINGS -Gogorodown 10%XPengdown 4%LOWER -Regenxbiodown 20% after the FDA placed a clinical hold on RGX-121 following the discovery of asymptomatic spine MRI findings in five participants in the CAMPSIITE studyCanada Goosedown 5% after Wells Fargo double downgraded the stock to Underweight from Overweight with a price target of C$10, down from C$16Alibabadown 1% after announcing the pricing of its HK$80B placing of 710,000,000 newly issued ordinary shares of the company to non-U.S. persons outside the United States, at a placing price of HK$112.70 per placement share