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Global
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US Treasury Secretary Mnuchin: We Have Reached Agreement On Direct Payments To Americans
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US National Security Adviser: White House Examining Further Option On China Over Virus, Hong Kong
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Senator Warren Wants To Ban Members Of Congress From Ever Trading Individual Stocks Again - Business Insider
businessinsider.com/elizabet…
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$AMZN | Amazon Q2 20 Earnings:
- Net Sales: $88.9B (exp $81.24B)
- EPS: $10.30 (exp $1.46)
- Sees Q3 Net Sales $87.0B To $93.0B (exp $86.51B)
- Created Over 175,000 New Jobs Since March
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$TSLA | Wedbush Raises Tesla Target Price To $950 From $715
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$TSLA | BoFA Global Research Raises Price Objective Of Tesla To $1300 From $1200
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President Trump Plans Last-Minute China Crackdown - Axios
- Plan To Sanction, Restrict Trade With More Chinese Companies, Government Entities And Officials
axios.com/scoop-trump-plans-…
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$GME GameStop Entering NFT And Cryptocurrency Markets As Part Of Turnaround Plan - WSJ
wsj.com/articles/gamestop-en…
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$TSLA | Credit Suisse Raises Target Price On Tesla To $800 From $400
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US President Trump Has Asked States To Delay Releasing Jobless Claims Data - New York Times
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$TSLA | Jefferies Raises Tesla Price Target To $2500 From $1200
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$TSLA | S&P Announces Implementation Of Tesla’s Addition To S&P 500
-Will Add Tesla To S&P 500 Prior To Open Dec 21
S&P To Add Tesla At Full Float Adjusted Market Cap Weight
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German PPI (M/M) Aug: 7.9% (est 2.4%; prev 5.3%)
- German PPI (Y/Y) Aug: 45.8% (est 36.8%; prev 37.2%)
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Moody's: US GDP Growth Would Be 1.61% In 2024 Under GOP Debt Limit Plan Vs. 2.23% Otherwise
- Plan Would 'Meaningfully Increase' Likelihood Of Recession
- GOP-Proposed Spending Cuts Are 'Substantial Headwind' To Near Term Economic Growth
- Plan Would Cost 790K Jobs By End-2024
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Tesla Inc $TSLA: Wedbush Raises Target Price To $715 From $560
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$AAPL | Apple Q3 Earnings
- Q3 Adj. EPS $1.30 ($1.01)
- Q3 Revenue $81.40B (est $73.82B)
- Q3 iPhone Revenue $39.57B (est $34.56B)
- Q3 Service Revenue $17.49B (est $16.32B)
- Declares A Cash Dividend Of $0.22/Share
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$AAPL | Apple Price Target Raised To $160 From $145 At Evercore
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$AAPL $TSLA | Apple Will Use Tesla’s ‘Megapack’ Batteries At Its California Solar Farm - Verge theverge.com/2021/3/31/22360…
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$TSLA | Tesla's German Sales Fell 76% In February In Rising EV Market
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$AAPL | Morgan Stanley Raises Apple Target Price To $152 From $144
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- China Manufacturing PMI (Mar): 52 (est 44.8, prev 35.7)
- China Non-Manufacturing PMI (Mar): 52.3 (est 42, prev 29.6)
- China Composite PMI (Mar): 53 (prev 28.9)
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$TSLA | JPMorgan Raises Tesla Target Price To $105 From $90
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$AMZN | Amazon Q4 20 Earnings:
- Revenue: $125.56B (exp $119.70B)
- Operating Income: $6.9B (exp $4.47B)
- Sees Q1 Net Sales $110B To $106.0B (exp $95.72B)
- EPS: $14.09 (exp $7.34)
- CEO Bezos Will Transition To Role Of Executive Chair
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Trump’s Warning On Digital Rules Was Aimed At South Korea - @politico
politico.com/news/2025/09/03…
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Taiwan Defence Ministry: Chinese Drills Have Invaded Territorial Space
- Will Counter Any Move That Violates Taiwan's Territorial Sovereignty
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$NVDA | US Microchip Powerhouse Nvidia Hit By Cyber Attack – Telegraph
telegraph.co.uk/business/202…
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Donald Trump: Republican Party Can Never Be Respected Again With Leaders Like Senate Republican Leader Mcconnell At The Helm - RTRS
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SoftBank Chief Compliance Officer Has Left The Company - BBG
bloomberg.com/news/articles/…
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$TSLA | Tesla Says Majority Gigafactory Berlin-Brandenburg Employees Vote Against IG Metall Union
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Piper Sandler Has Raised Price Target On Tesla To $2322 From $939 $TSLA
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US PPI Final Demand (M/M) Sep: 0.4% (est 0.2%; prev -0.1%)
- US PPI Ex Food And Energy (M/M) Sep: 0.3% (est 0.3%; prev 0.4%)
- US PPI Final Demand (Y/Y) Sep: 8.5% (est 8.4%; prev 8.7%)
- US PPI Ex Food And Energy (Y/Y) Sep: 7.2% (est 7.3%; prev 7.3%)
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China Evergrande Main Unit Hengda Real Estate Group Will Make Coupon Payment For Onshore Bond Due September 23 - RTRS
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$AMZN | Amazon Reportedly Makes Offer To Acquire Electronic Arts - @thegamerwebsite
thegamer.com/amazon-reported…
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$TWTR | Twitter Board Plans To 'Enforce' Musk Merger Agreement
- Board Notes 'We Intend To Close The Transaction'
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$PYPL | PayPal Price Target Raised To $282 From $235 At BofA
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$TSLA | Tesla: Titles Of Elon Musk And Zach Kirkhorn Have Changed To Technoking Of Tesla And Master Of Coin
- Will Also Maintain Their Respective Positions As Chief Executive Officer And Chief Financial Officer
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$TSLA | Cathie Wood Reiterates Ark Has $3,000 5-Year Target For Tesla
- Would Sell Tesla If It Hit $3,000 Next Year
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Russian Units Near Ukraine Moved Into "Attack Positions," Official Says - CBS
cbsnews.com/news/russia-ukra…
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US Senior Official: Xi Said No Such Plans Of China Military Action Against Taiwan In Coming Years
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China To Lower Tariffs On US Goods To 10% From 125% For 90 Days
US To Cut Tariffs On Chinese Goods To 30% From 145% For 90 Days
US Tsy Sec Bessent: Neither US Not China Want To Decouple
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Jefferies Raises The Target Price On Tesla To $1200 From $650 $TSLA
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$TSLA Tesla Starts Delivering China-Made Model Y Vehicles
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$NVDA | Nvidia Q3 24 Earnings:
- Adj EPS: $4.02 (est $3.37)
- Revenue: $18.12B (est $16.09B)
- Gaming Revenue: $2.86B (est $2.7B)
- Data Centre Revenue: $14.51B (est $12.82B)
- Sees Q4 Revenue $20B Plus Or Minus 2% (est $17.9B)
- Adj Gross Margin: 75% (est 72.5%)
- Q4 Sales To China Expected To Significantly Decline, To Be Offest By Growth In Other Regions
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$TSLA | Morgan Stanley Raises Price Target On Tesla To $540 From $360
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Trump: Will Charge China With Additional 10% Tariff - Sources
- To Charge Mexico And Canada A 25% Tariff On All Products Coming Into The United States
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$TSLA | Tesla Price Target Raised To $125 From $105 At JPMorgan
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$PFE | Pfizer Finds Its Covid-19 Vaccine Appears To Work Against Mutation Found In UK, South Africa Virus Variants - RTRS
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Chinese Vice Premier Liu: We Are Willing To Resolve The Trade Dispute With The US Via Calm Negotiations
-We Are Resolutely Opposed To An Escalation Of The Trade War Which Is Not Beneficial To The US Or China
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Toyota Nears Mass Production Of Solid-State Batteries - @FT
ft.com/content/6224f235-568c…
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$MSFT | Microsoft Q1 21 Earnings Results:
- EPS: $1.82 (Estimate: $1.55)
- Revenue: $37.2B (Estimate: $35.75B)
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US Presidential Candidate Biden: 'No New Taxes' For Anyone Making Less Than $400,000 - ABC abcnews.go.com/Politics/bide…
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$AAPL | Apple Q2 20 Earnings:
- Revenue: $59.69B (exp $52.30B)
- EPS: $2.58 (exp $2.07)
- iPhone Revenue: $26.42B (exp 21.32B)
- Products Revenue: $44.53B (exp $38.36B)
- Reports 4-For-1 Stock Split
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$AMD | AMD Q2 20 Earnings:
- Revenue: $1.93B (exp $1.86B)
- Adj EPS: $0.18 (exp $0.16)
- Sees FY Revenue +32% (prev +20% To +30% Y/Y)
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China’s Politburo: China Monetary Policy To Be Moderately Loose
- Fiscal Policy To Be More Proactive Next Year
- Shifts Monetary Policy Stance For 1st Time Since 2011
- Fiscal Policy To Be More Proactive
- To Boost Consumption Forcefully
- Stabilise The Property, Stock Market
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$NVDA | Nvidia Q1 25 Earnings:
• Revenue: $44.1B (est. $43.29B)
• Adjusted EPS: $0.96 (est. $0.93)
• Adjusted Gross Margin: 61% (est. 71%)
• Data Center Revenue: $39.1B (est. $39.22B)
• Compute Revenue: $34.16B (est. $35.47B)
• Networking Revenue: $4.96B (est. $3.45B)
• Sees Q2 Revenue: $45.0B ±2% (est. $45.5B)
• H20 Revenue Loss Reflected: ~$8.0B in outlook
• Quarterly Cash Dividend: $0.01/share (payable 3 July)
• $2.5B in H20 revenue delayed from Q1 shipment
• Nvidia CEO: Company at “center of transformation”
• Blackwell NVL72 AI Supercomputer now in full production
• Global AI demand described as “incredibly strong”
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$JPM | JPMorgan Q2 20 Earnings:
- Revenue $33.82B (exp $30.57B)
- EPS: $1.32 (exp $1.01)
- Provision For Credit Loss: $10.47B (exp $9.15B)
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$TSLA | Elon Musk Confirms ‘High Demand’ For New Tesla Model S/X, Will Increase Production - Elektrek electrek.co/2021/02/25/elon-…
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$GM | General Motors Recalling 140,000 Chevrolet Bolt EVs In North America Over Fire Risks
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$TSLA | Tesla Q2 24 Earnings
- EPS: $0.52 (est $0.59)
- Revenue: $25.5 B (est $24.97B)
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Fed Announces Coordinated Action With Bank Of Canada, Bank Of England, Bank Of Japan, European Central Bank And Swiss National Bank
-Six Global Central Banks Have Agreed To Lower Pricing On U.S. Dollar Liquidity Swap Arrangements By 25 Bps
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$TSLA | Tesla Bull Case Raised To $1000 At Wedbush; Neutral Price Target: $560
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$TSLA |
- Tesla 2Q EPS 50c Vs. Loss/Shr $2.310 Y/Y
- Q2 Free Cash Flow $418m, Est. Loss $617.9m
- Q2 Rev. $6.04b, Est. $5.40b
- Delivering Half Million Vehicles In 2020 Remains Target
- Shanghai Factory Is Progressing As Planned
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Goldman Sachs $GS | Net Revenues In Investment Banking Were $2.66 Billion For The Second Quarter Of 2020, 36% Higher Than The Second Quarter Of 2019
- Qtrly Rev $13.30 Billion
- Net Revenues In Global Markets Were $7.18 Bln For Q2 Of 2020, 93% Higher Than Q2 Of 2019
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$TSLA | Tesla Q3 20 Earnings:
- Revenue: $8.77B (exp $8.26B)
- Adj EPS: $0.76 (exp $0.55)
- Sufficient Liquidity To Fund Product Roadmap
- Berlin, Shanghai Deliveries On Track For 2021 Start
- Buildout Of Three New Factories On Three Continents Continues As Planned
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Credit Suisse Exiting Positions After US Hedge Fund Default
- US-Based Hedge Fund Default Could Be Material To Q1 Results
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NVIDIA To Resume China H20 Sales As US Backs Job-Creation Push - Sources
• CEO Huang Met Trump, US Policymakers To Reaffirm Support For Administration’s Employment Drive
• Will Resume H20 Sales To China With New Fully Compliant GPU
• US Government Has Assured NVIDIA That Licences Will Be Granted; Deliveries Expected Soon
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$AMZN | Amazon Q3 20 Earnings Results:
- EPS: $12.37 (Estimate: $7.55)
- Revenue: $96.1B (Estimate: $92.71B)
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$NVDA | NVIDIA Q4 24 Earnings:
• Revenue: $39.3B (est $38.25B)
• Adjusted EPS: $0.89 (est $0.84)
• Data Center Revenue: $35.6B (est $34.09B)
• Gaming Revenue: $2.5B (est $3.02B)
• Adjusted Gross Margin: 73.5% (est 73.5%)
• Sees Q1 25 Revenue: $43.0B ± 2% (est $42.3B)
• Sees Q1 25 Adjusted Gross Margin: 70.5%-71.5% (est 72.1%)
• Successfully ramped up Blackwell AI massive-scale production
• Maintains quarterly dividend at $0.01 per share
• Strong demand for Blackwell AI
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US CPI (M/M) Oct: 0.0% (est 0.1%; prev 0.4%)
- CPI Core (M/M) Oct: 0.2% (est 0.3%; prev 0.3%)
- CPI (Y/Y) Oct: 3.2% (est 3.3%; prev 3.7%)
- CPI Core (Y/Y) Oct: 4.0% (est 4.1%; prev 4.1%)
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Gilead: Anecdotal Reports Do Not Provide Statistical Power Necessary To Determine Safety, Efficacy Profile Of Remdesivir As Treatment For COVID-19
-Expect Data From Phase 3 Study In Patients With Severe Covid-19 Infection To Be Available At End Of April
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$AAPL | Apple Q2 21 Earnings:
- Revenue: $89.58B (exp $77.30B)
- Products Revenue: $72.68B (exp $63.13B)
- EPS: $1.40 (exp $0.99)
- Boosts Quarterly Dividend To $0.22 (prev $0.205)
- Authorised Boost Of $90B To Existing Buyback Program
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Kremlin: Nord Stream 2, If Launched, Could Supply 27 Billion Cubic Meters To Europe By Year-End At Its Maximum
- Putin Told Ex German Chancellor Schroeder That Nord Stream 2 Pipeline Is Ready For Usage
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ASML Q4 24 Earnings
- Net Sales: €9.26B (est €9.07B)
- Net Income: €2.69B (est €2.64B)
- Bookings: €7.1B (est €3.99B)
- Sees Q1 25 Revenue: €7.5B-€8.0B
- Sees FY 2025 Net Sales: €30B-€35B (est €32.19B)
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Ted Cruz Leads Republican Charge To Defund Consumer-Protection Agency - @WSJ
wsj.com/politics/policy/cfpb…
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US CPI (M/M) Sep: 0.4% (est 0.2%; prev 0.1%)
- US CPI (Y/Y) Sep: 8.2% (est 8.1%; prev 8.3%)
- US CPI Core (M/M) Sep: 0.6% (est 0.2%; prev 0.6%)
- US CPI Core (Y/Y) Sep: 6.6% (est 6.5%; prev 6.3%)
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$TSLA | JP Morgan Raises Target Price Of Tesla To $250 From $215
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Fed's Bullard: High Inflation May Not Dissipate Back To 2% Target
- Expects More Inflation Than We Are Used To For Some Time
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Biden Administration Has Prepared Initial Package Of Sanctions Against Russia That Would Bar Us Banks From Processing Transactions With Big Russian Banks - RTRS Sources
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