$11.170
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XPEV 資訊
XPEV 事件
XPeng Reports August Deliveries of 39,107 Vehicles, Up 4% YoY
XPeng announced its vehicle delivery results for August. XPeng delivered 39,107 vehicles in August, up 4% year-over-year. On August 11, the XPeng G9L made its official debut and commenced pre-sales in the Chinese mainland. In August, XPeng Robotaxi business validation gained further progress. The company secured a permit to conduct remote testing of intelligent connected vehicles in Guangzhou, allowing road trials without an onboard safety operator on designated Level 1, 2 and 3 test roads across the city and marking a key milestone toward fully driverless road testing.
Major Averages Quiet as Investors Digest Inflation Data
The major averages had a mostly quiet day as investors digest the latest inflation data and await Nvidia's earnings report, which is set to be released after the close.The U.S. personal consumption expenditures price index rose 0.2% month-over-month in July, above market expectations of a 0.1% increase, following a 0.1% decline in June. Core PCE inflation, which excludes food and energy, increased 0.2%, matching the previous month's gain and market expectations.The new PCE data comes amid a focus on the bond market, which is getting some relief as oil prices slip on signs of progress toward managing shipping through the Strait of Hormuz. Brent crude has fallen for a third consecutive session, helping push Treasury yields lower and easing some of the inflation concerns that had pressured stocks over the past several weeks.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Metahas agreed toa federal social media addiction trial with state AGsIntuitreportedbut provided a worse-than-expected outlook for Q1 and FY27Kohl'sreportedand provided upbeat FY26 earnings guidancePalo Alto Networksis accelerating M&A under CEO Nikesh Arora as AI-driven threats fuel cybersecurity spending, with potential acquisitions including Datadogand Okta,Applehas sent invites to media for a2. WALL STREET CALLS:Intuitto Neutral at BofA and JPMorganTJXto Hold at JefferiesSolarEdgeto Buy at UBSTruistDick's Sporting Goodson deteriorating footwear trendsTruist alsoNikefollowing Dick's guidance cut3. AROUND THE WEB:SoftBankis talking with investment banks about a potential $10B-$20B bond offering to help refinance a loan for its investment in OpenAI, Bloomberg saysXPeng'srobotics unit, valued at over $6.3B, will begin mass producing its Iron humanoid robot this year, WSJ reportsChina's Moonshot AI is in discussions for revenue-sharing agreements with Microsoft, Amazon, and Google, which would allow the companies to host the Kimi K3 model, Reuters reportsMicrosoftemployee-reported compensation data highlights the company's intensifying AI talent competition, with pay packages reflecting efforts to retain skilled AI and cloud employees amid massive infrastructure investments, Business Insider saysCoinbaseCEO Brian Armstrong warned that tech founders are fleeing California over the state's "deeply un-American" proposed wealth tax, hinting his firm might be next to leave, NY Post reports4. MOVERS:Bath & Body Worksincreased after, providing guidance for Q3, and announcing its outlook for FY26Semtechgained afterand providing its guidance for Q3D-Wave Quantumwas higher after announcing theQfinfell in New York after Citithe stock to SellSpyre Therapeuticswas lower after announcing results from its5. EARNINGS/GUIDANCE:J.M. Smuckerprovided areport for Q1Williams-Sonomain what CEO Laura Alber called "a very strong second quarter"Abercrombie & Fitchand provided guidance for Q3Movado, with EPS and revenue higher year-over-yearLi Autoand provided guidance for Q3INDEXES:The Dow fell 113.52, or 0.21%, to 53,463.88, the Nasdaq lost 21.10, or 0.08%, to 26,130.20, and the S&P 500 declined 1.58, or 0.02%, to 7,675.70.
Major Averages Trade Tepidly as Investors Await Nvidia Earnings
The major averages were trading in a tepid fashion near noon as investors digest the latest inflation data and await Nvidia's earnings report, which is set to be released after the close.The U.S. personal consumption expenditures price index rose 0.2% month-over-month in July, above market expectations of a 0.1% increase, following a 0.1% decline in June. Core PCE inflation, which excludes food and energy, increased 0.2%, matching the previous month's gain and market expectations.The new PCE data comes amid a focus on the bond market, which is getting some relief as oil prices slip on signs of progress toward managing shipping through the Strait of Hormuz. Brent crude has fallen for a third consecutive session, helping push Treasury yields lower and easing some of the inflation concerns that had pressured stocks over the past several weeks.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Metahas agreed toa federal social media addiction trial with state AGsIntuitreportedbut provided a worse-than-expected outlook for Q1 and FY27Kohl'sreportedand provided upbeat FY26 earnings guidanceJ.M. Smuckerprovided areport for Q1Palo Alto Networksis accelerating M&A under CEO Nikesh Arora as AI-driven threats fuel cybersecurity spending, with potential acquisitions including Datadogand Okta,2. WALL STREET CALLS:Intuitto Neutral at BofA and JPMorganTJXto Hold at JefferiesSolarEdgeto Buy at UBSTruistDick's Sporting Goodson deteriorating footwear trendsTruist alsoNikefollowing Dick's guidance cut3. AROUND THE WEB:SoftBankis talking with investment banks about a potential $10B-$20B bond offering to help refinance a loan for its investment in OpenAI, Bloomberg saysXPeng'srobotics unit, valued at over $6.3B, will begin mass producing its Iron humanoid robot this year, WSJ reportsChina's Moonshot AI is in discussions for revenue-sharing agreements with Microsoft, Amazon, and Google, which would allow the companies to host the Kimi K3 model, Reuters reportsMicrosoftemployee-reported compensation data highlights the company's intensifying AI talent competition, with pay packages reflecting efforts to retain skilled AI and cloud employees amid massive infrastructure investments, Business Insider saysCoinbaseCEO Brian Armstrong warned that tech founders are fleeing California over the state's "deeply un-American" proposed wealth tax, hinting his firm might be next to leave, NY Post reports4. MOVERS:Bath & Body Worksincreases after, providing guidance for Q3, and announcing its outlook for FY26Semtechgains afterand providing its guidance for Q3D-Wave Quantum (QBTS) higher after announcing theJohn MarkovichQfinfalls in New York after Citithe stock to SellSpyre Therapeuticslower after announcing results from its RA sub-study of5. EARNINGS/GUIDANCE:Williams-Sonomain what CEO Laura Alber called "a very strong second quarter"Abercrombie & Fitchand provided guidance for Q3Target Hospitalityfor FY26Movado, with EPS and revenue higher year-over-yearLi Autoand provided guidance for Q3INDEXES:Near midday, the Dow was down 88.91, or 0.17%, to 53,488.49, the Nasdaq was down 37.19, or 0.14%, to 26,114.11, and the S&P 500 was up 1.89, or 0.02%, to 7,679.17.
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.
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