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

1000 - New home sales for August: Expected 0.65M; Prior 0.652M
1610 - Fed’s Daly speaks

Alibaba Group Holding Ltd (BABA)

+9.36%

Gapping up following positive reception to the first day of its three-day Apsara conference, during which CEO Eddie Wu indicated that the company plans to increase its AI spending; this is on top of the company’s previously-announced plan to spend $53 billion over a three-year period to boost AI infrastructure and development. Alibaba also announced that it is integrating Nvidia’s full Physical AI software stack into Alibaba Cloud, giving customers tools to develop humanoid robots and other real-world AI systems, and introduced its trillion-parameter Qwen3-Max model that outperformed rivals.

Lithium Americas Corp (LAC)

+71.34%

Gapping up after Reuters reported that the Trump administration is negotiating for up to a 10% equity stake in the company. These talks come as the parties look to restructure a $2.26 billion federal loan for the Thacker Pass lithium mine, citing national security and taxpayer benefits. Backed by General Motors’ $625 million investment, the project is slated to start production in 2028 as the largest lithium operation in the Western Hemisphere and could potential produce enough material for 800,000 EVs annually.

Micron Technology Inc (MU)

+0.29%

On watch after reporting earnings for Q4 2025. The company posted adjusted earnings of $3.03 per share and sales of $11.315 billion, exceeding estimates of $2.86 and $11.223 billion, respectively. Quarterly revenue grew by 46% year-over-year, with revenue from the data center business reaching record highs in fiscal 2025. Micron guided approximately $4.5 billion in capital expenditures for Q1 2026 and projected stronger-than-expected EPS and sales for the quarter.

Oracle Corp (ORCL)

+0.44%

The company - alongside OpenAI and SoftBank - announced plans to build five new U.S. data centers under the $500 billion Stargate project, aiming to add nearly seven gigawatts of AI compute capacity within three years. The facilities will span Texas, New Mexico, Ohio, and the Midwest, and are expected to create 25,000 jobs. This announcement helps the companies advance the long-term goal of 10 gigawatts to power future AI breakthroughs.

Amazon.com Inc (AMZN)

+1.44%

Trading higher premarket after Wells Fargo upgraded the stock to Overweight from Equal Weight and raised its price target to $280. The upgrade was attributed to increased conviction in AWS growth driven by Project Rainier, a large-scale compute build with Anthropic. The bank lifted its 2026 AWS growth forecast to 22% and expects the Indiana campus to add up to $14 billion annually, though the analyst acknowledged risks such as execution challenges, chip performance, and margin pressure.

Tesla Inc (TSLA)

+0.79%

On watch after Deutsche Bank issued an optimistic note about the stock. The analyst said that Tesla projected to lead China’s EV market in September with around 72,000 deliveries, marking a 27% rise from August, amid strong demand for the new six-seat Model Y L SUV. Deutsche Bank noted this could mark a record month for several Chinese EV makers, with Tesla’s local deliveries now booked out to November. Wolfe Research also noted that they expect Tesla to exceed Q3 delivery estimates.

Meta Platforms Inc (META)

+0.29%

The company announced that it will expand access to its Llama AI system to U.S. allies including France, Germany, Italy, Japan, South Korea, NATO, and EU institutions, following U.S. government approval. Meta will collaborate with partners like Microsoft, AWS, Oracle, and Palantir to deliver Llama-based solutions across these regions.

The Boeing Company and Palantir Technologies

+0.65%

On Tuesday afternoon, the companies announced a partnership to deploy Palantir’s Foundry AI platform across Boeing Defense, Space & Security factories and programs. The collaboration aims to unify data systems, streamline production, and standardize analytics across Boeing’s extensive network of military aircraft, spacecraft, and weapons manufacturing sites.

BA, PLTR

Quantum Stocks

+2.43%

Continuing to trade higher as a group following a strong session for the sector. Quantum Computing, Rigetti, IonQ, and D-Wave each closed at least 4% higher on Tuesday, with Rigetti gaining more than 10% to end the session, after IonQ demonstrated a quantum internet breakthrough on a prototype system. The tickers in this group tend to receive heightened attention from retail investors, and each of these stocks has a short float of greater than 10%.

QUBT, RGTI, IONQ, QBTS

Opendoor Technologies Inc (OPEN)

+3.10%

The stock posted a more-than-15% loss on Tuesday, closing at its low of day, following news of an insider share sale. Access Industries, the third-largest holder of Opendoor, sold 11.36 million of the company’s shares as of Monday, September 23. Separately, Eric Jackson - the hedge fund manager who has taken to social media to promote Opendoor’s stock - announced on Monday that he has also taken a position in Better Home; the update has been viewed by some as a sign that Jackson is losing focus on Opendoor.

SHF Holdings Inc (SHF)

+151.23%

Gapping up after entering a $150 million stock purchase agreement with CREO. As per the terms of the agreement, both parties have the option to increase the total purchase commitment to up to $500 million. The company has a market capitalization of $9.51 million and a float of 1.66 million shares.