^{_{Welcome to the TraderTV Live Morning Research Note. Here's what's making major moves in the market today.}}

1000 - Factory orders m/m for June: Expected -5%; Prior 8.2%

Tesla Inc (TSLA)

+1.84%

Trading higher premarket after granting CEO Elon Musk 96 million new shares—worth about $29 billion—to replace his voided 2018 compensation package. The move aims to retain Musk’s leadership as the company pivots toward AI and robotics. The award, which matches the previous deal's exercise price, is intended to gradually increase Musk’s voting power and align his focus with Tesla’s long-term mission. Additionally, the company’s sales of China-made vehicles in July dropped by 8.4% on a year-over-year basis.

Palantir Technologies Inc (PLTR)

+2.02%

On watch ahead of its Q2 2025 earnings report. Analysts are expecting the company to post earnings of $0.14 per share alongside revenue of $938.34 million. On Friday morning, the US Army announced a $10 billion deal with Palantir through which the two entities can consolidate 75 contracts into one enterprise agreement.

Figma Inc (FIG)

-5.54%

Pulling back sharply to start its third session as a publicly-traded company. The stock opened well above its IPO price of $33 on Thursday and pushed higher throughout the day to close around $125. Figma gapped up on Friday but chopped around for much of the session, closing slightly red on the day.

Crypto Stocks

+2.05%

Trading higher as a group in tandem with Bitcoin, which is attempting to push higher after posting a red week. The cryptocurrency broke its six-day losing streak on Sunday, bouncing off of the $112,000 level, and is trading near $114,300 as of Monday morning. Stocks like Coinbase, Riot Platforms, and Strategy are additionally on watch; all three stocks sold off on Friday following their earnings reports.

COIN, MSTR, RIOT, CLSK, HIVE, BTBT, BTDR, IBIT, ETHE, MARA, HUT

Wayfair Inc (W)

+10.40%

Gapping up following its Q2 2025 earnings report. The company reported adjusted earnings of $0.87 per share and sales of $3.273 billion, beating estimates of $0.32 and $3.115 billion, respectively. Active customers were reported at 21 million by the end of the quarter, marking a 4.5% year-over-year decline.

The Boeing Company (BA)

-0.45%

Approximately 3,200 Boeing defense workers began striking on Monday after rejecting a contract offer that included a 20% wage increase, a $5,000 bonus, and enhanced retirement benefits. Their union, IAM District 837, said the offer failed to adequately reflect the workers' skill and importance. The union has called for a deal that they feel ensures greater fairness and respect.

Chinese EVs

+1.10%

On watch as a group following the circulation of delivery numbers for July 2025. Xpeng posted monthly deliveries of 36,717 vehicles, its best month in its history and its ninth consecutive month of delivering more than 30,000 vehicles. Li Auto’s deliveries declined by 39.7% year-over-year to 30,731 vehicles for the month of July, while Nio’s deliveries dropped sharply on a month-over-month basis from 24,925 to 21,017. These numbers were initially released on Friday but have been heavily circulated and publicized as of Monday morning.

XPEV, LI, NIO

Lyft and Baidu

+2.66%

Trading higher as a fair after announcing a partnership. The companies will be working together on autonomous vehicle deployment across Europe.

LYFT, BIDU

Quantum Stocks

+2.06%

Trading higher premarket as a group. On Monday morning, D-Wave Quantum (QBTS) announced a new suite of tools to support quantum AI and machine learning development, including an open-source toolkit and a demonstration. The toolkit, now available for download, allows developers to integrate D-Wave’s quantum processors into modern ML architectures and experiment with tasks like generating simple images. Both D-Wave and IONQ Inc are scheduled to report earnings later this week.

QBTS, IONQ, QUBT, RGTI

Spotify Technology S/A (SPOT)

+5.39%

The company announced an increase to its Premium subscription price as of September 2025 for users in Europe, South Asia, Latin America, Africa, the Middle East, and the Asia-Pacific region. These users, who previously paid 10.99 euros per month, will begin paying 11.99 euros per month as of their September billing date.

Joby Aviation Inc (JOBY)

+4.90%

The company announced plans to acquire Blade Air Mobility’s passenger business for up to $125 million, gaining access to high-traffic urban terminals at JFK, Newark, and throughout Manhattan. The deal, expected to close within weeks, will see Blade’s medical transport business spin off and eventually replace its helicopters with Joby's electric aircraft once certified.

Tyson Foods Inc (TSN)

+4.42%

Trading sharply higher premarket following its Q3 2025 earnings report. The company posted adjusted earnings of $0.91 per share and sales of $13.884 billion, above estimates of $0.88 and $13.536 billion, respectively. Tyson Foods raised its FY25 sales guidance to a range between $54.375 billion and $54.908 billion, beating estimates of $54.008 billion.

Opendoor Technologies Inc (OPEN)

+13.81%

Gapping up after regaining compliance with Nasdaq’s minimum bid requirements as of Friday, August 1. This rule requires that a stock maintain a closing bid price above $1 for 12 consecutive trading sessions. The stock has seen increased retail attention over the past few weeks, with investor and fund manager Eric Jackson frequently posting about his firm’s position on social media.

CommScope Holding Company Inc (COMM)

+77.82%

Gapping up after its Q2 2025 earnings report, with sales of $1.39 billion and adjusted earnings of $0.44 per share beating estimates of $1.26 billion and $0.23 per share, respectively. On Sunday, the Wall Street Journal reported that Amphenol is close to completing a $10.5 billion deal for the company’s broadband business, which includes its debt. According to the report, this potential deal could be completed by Monday.