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

0920 - Fed’s Musalem speaks
0930 - Fed’s Barr speaks
1400 - FOMC meeting minutes
1515 - Fed’s Kashkari speaks
1630 - Fed’s Kashkari speaks
1745 - Fed’s Barr speaks

Tesla Inc (TSLA)

+0.67%

On watch after revealing the “Model Y Standard” and “Model 3 Standard”, more affordable versions of its classic Model Y and Model 3 vehicles, on Tuesday afternoon. The Model Y Standard is priced in the US at $39,990, while the Model 3 Standard is priced at $36,990. Wedbush analyst Dan Ives reaffirmed his bullish outlook on Tesla following the reveal, calling the new lower-cost Model 3 and Model Y the first step toward restoring a 500,000-unit quarterly delivery rate. He also praised the FSD V14.1 update and said Tesla could reach a $2 trillion valuation by early 2026—and potentially $3 trillion by year-end—as its autonomous and robotics strategy scales.

NVIDIA Corp (NVDA)

+0.58%

Bloomberg reported that the company is set to invest up to $2 billion in equity in the latest funding round for Elon Musk’s AI startup xAI, which has been expanded to $20 billion. The financing will be tied to Nvidia GPUs that xAI plans to deploy in its Colossus 2 data center.

Intel Corp (INTC)

-0.11%

Reuters reported that Intel plans to unveil technical details of its upcoming Panther Lake laptop chip, its first product built entirely on the next-generation 18A manufacturing process, on Thursday, October 9. Set for release in early 2026, the chip is expected to deliver 30% better energy efficiency and up to 50% higher performance in certain tasks compared to the previous generation. Separately, HSBC downgraded Intel to Reduce from Hold while raising its price target to $24 from $21.25; the rating cut was attributed to an overdone rally following major investments from SoftBank, the US government, and Nvidia.

Alibaba Group Holding Ltd (BABA)

+0.45%

The company has formed a new in-house robotics and embodied AI team within its Qwen unit, according to a social media post from Alibaba executive Justin Lin. The move signals the company’s push to bring multimodal AI models into real-world applications. This update also aligns with CEO Eddie Wu’s projection of $4 trillion in global AI investment over the next five years and follows Alibaba’s recent $140 million investment in robotics startup X Square Robot.

Confluent Inc (CFLT)

+18.09%

Reuters reported that the company is exploring a potential sale after receiving acquisition interest from both private equity firms and technology companies. The $7 billion data infrastructure firm has reportedly hired an investment bank to oversee the early-stage process, though no deal is guaranteed.

Amazon.com Inc (AMZN)

+0.57%

The company plans to invest $1.16 billion in Belgium between 2025 and 2027, as reported by local newspaper L’Echo. The investment is reportedly aimed at expanding infrastructure, strengthening partnerships with Bpost and local SMEs, and enabling same-day delivery. Separately, Amazon said its pharmacy unit will begin filling common prescriptions at electronic kiosks inside One Medical clinics starting in December to improve access and lower shipping costs.

Apple and Meta Platforms

-0.15%

The Financial Times reported that both companies are nearing a deal to settle their EU antitrust cases. In April of 2025, Apple and Meta were fined 500 million euros and 200 million euros, respectively, for antitrust violations related to the European Union’s Digital Markets Act.

AAPL, META

Oracle Corp (ORCL)

+0.62%

The stock dropped sharply on Tuesday morning after The Information reported the company lost nearly $100 million last quarter renting out Nvidia’s Blackwell chips, with gross margins from those rentals averaging only 16% over the past year. Hours later, Liz Claman of Fox Business reported that the story was “off base” and not reflective of “the actual financials of that business", citing sources familiar with the matter. Oracle’s stock ended up closing 2.52% lower on Tuesday.

Joby Aviation Inc (JOBY)

-10.52%

Gapping down after announcing and pricing a $513.9 million public stock offering, with underwriters granted a 30-day option to purchase an additional $75 million. The proceeds will be used to support certification, manufacturing, and preparations for commercial operations. Joby later priced the offering at $16.85 per share for 30.5 million shares of common stock.

Nano Nuclear Energy Inc (NNE)

-9.25%

Gapping down after announcing a $400 million oversubscribed private placement, involving 8.49 million shares of common stock sold to institutional investors at market price. The company plans to use the proceeds to advance development and licensing of its KRONOS MMR™ microreactor, support other nuclear projects, pursue acquisitions, and fund general corporate purposes. Approximately 27.9% of Nano Nuclear’s float is sold short.

AST SpaceMobile Inc (ASTS)

+9.89%

Gapping up after signing a commercial agreement with Verizon to launch space-based cellular service in 2026. The service will enable standard smartphones to connect directly to satellites using Verizon’s 850 MHz spectrum. Voice, video, and messaging tests have already been successfully completed. The stock has a short float of 20.2%.