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Self-driving trucks startup Einride raises $100M
Yahoo Finance· 2025-10-01 22:13
Einride, the Swedish startup known for its unusual-looking electric and autonomous pods that are designed to carry freight, said Wednesday it has raised $100 million from several new and existing investors, including its largest shareholder, EQT Ventures. The raise included an undisclosed strategic investment from quantum computing company IonQ. Neither Einride, nor its investors, disclosed the company’s post-money valuation. The funding comes as Einride adjusts to a new CEO and tries to scale its three ...
Is GM the Best Automaker to Invest in Now?
ZACKS· 2025-10-01 22:05
General Motors (GM)  stock has often caught the attention of value investors, trading at relatively suppressed levels despite its robust financial metrics.What has held GM shares back, you might ask, is the perception that the historic automaker won’t be able to sustain its dominance in an increasingly competitive and innovative market.However, GM has continued to invest in electric vehicles (EVs) and autonomous driving through its subsidiary Cruise, which is lifting sentiment in regard to its long-term gro ...
Wednesday's Final Thoughts: Government Shutdown, NVDA, AAPL & LAC
Youtube· 2025-10-01 21:30
Welcome back to Market on Close. I'm Marley Kayen here in Chicago alongside Sam Bodis at the New York Stock Exchange. We close out our show how we do every day with some final thoughts on the session.And the market seemingly shrugged off the government shutdown today with the S&P hitting a new record high. Concern among traders and investors seems to be more about the possibility of the mass firings and how that might weigh on the consumer than the actual shutdown itself. Sentiment is that a short-term shut ...
Navigating Uncertainty: Markets React to Government Shutdown and Mixed Economic Signals
Stock Market News· 2025-10-01 21:07
市场整体表现 - 美股市场在2025年10月1日经历震荡后展现出韧性,主要指数在早盘承压后反弹收高,科技股表现尤为突出 [1] - 道琼斯工业平均指数上涨0.1%至创纪录收盘高点,为连续第二天创纪录 [2] - 标普500指数上涨0.3%并创下收盘新高,纳斯达克综合指数上涨0.4%并接近其盘中及收盘纪录 [2] - 主要指数在第三季度表现强劲,纳斯达克指数飙升11.2%,标普500指数上涨7.8%,道琼斯指数上涨5.2% [2] - 年初至今,纳斯达克指数上涨17.3%,标普500指数上涨13.7%,道琼斯指数上涨9.1% [2] 市场面临的挑战 - 市场开盘走弱,因投资者对美国近七年来首次联邦政府停摆做出反应,标普500指数下跌约0.1%,纳斯达克指数亦小幅下滑 [3] - 政府停摆引发市场不确定性,可能导致经济数据发布延迟并引发对财政政策的担忧 [3] 经济数据与美联储政策 - 9月ADP就业报告显示私营部门就业人数减少32,000人,为自2023年3月以来最大月度降幅,加剧了对劳动力市场放缓的担忧 [4] - 疲软的ADP就业报告公布后,美国国债收益率下跌,10年期收益率降至4.106%,2年期收益率降至3.547% [4] - 政府停摆可能延迟关键经济数据的发布,包括原定于周五发布的9月非农就业报告,这将使美联储的决策过程复杂化 [5] - 投资者正越来越多地定价美联储在12月前再次降息 [4] 公司动态与个股表现 - 耐克公司公布第一财季业绩,营收同比意外增长1%,显著超出其此前给出的中个位数百分比下降的指引,调整后每股收益为0.49美元,远超分析师预期的0.26美元 [13] - Meta Platforms股价下跌近3%,自8月创纪录高点以来累计跌幅超过9%,此前公司宣布与CoreWeave达成140亿美元AI基础设施协议,并计划于12月开始基于AI聊天对话推荐广告 [13] - “七巨头”科技股表现分化,谷歌和微软下跌约1%,苹果和英伟达小幅上涨,特斯拉上涨3% [13] - Corteva宣布计划分拆为两家独立的上市公司,分别专注于作物保护和种子业务,此项免税交易预计于2026年下半年完成,公司重申其2025年全年业绩指引 [13] - Rocket Companies完成以142亿美元收购Mr. Cooper Group的交易,合并了美国最大的住房贷款发起机构和最大的抵押贷款服务商 [13] - Lithium Americas股价大涨,因美国能源部收购了该矿业公司5%的股份 [13] 未来市场关注点 - 美国经济分析局计划发布8月商品和服务国际贸易数据(10月7日)以及2025年第三季度GDP初步估计(10月30日) [6] - 关键通胀报告(CPI)定于10月15日发布,政府月度零售销售报告将于次日发布,这些数据对美联储货币政策决策至关重要 [7]
FCA US Total Sales Rise 6% Year Over Year in US Third-quarter Report
Prnewswire· 2025-10-01 21:04
Accessibility StatementSkip Navigation AUBURN HILLS, Mich., Oct. 1, 2025 /PRNewswire/ -- FCA US LLC reports U.S. total sales of 324,825 vehicles in the third quarter of 2025, an increase of 6% over the same period last year. Total commercial fleet sales increase 22%. September total sales increase 16% versus the same month last year. Â "Fueled by sales growth across the Jeep®, Ram, Chrysler and FIAT brands, our U.S. sales saw strong results in the third quarter, including the month of September, which was o ...
Analyst Explains Why He Downgraded Tesla (TSLA) to Sell Ahead of Upcoming Earnings
Yahoo Finance· 2025-10-01 20:31
We recently published 10 Stocks to Watch as Investors Scramble to Pour Money into AI Trade. Tesla Inc (NASDAQ:TSLA) is one of the stocks that caught analysts' attention. Garrett Nelson from CFRA recently said in a latest program on Schwab Network that he downgraded Tesla Inc (NASDAQ:TSLA) stock to Sell due to Wall Street’s earnings expectations from the company and stock valuation: “It’s a mix of expectations being too high and then valuation. The stock is now trading well north of 200 times our EPS esti ...
The IT Executive Tasked With Revamping How Tesla Sells Cars
WSJ· 2025-10-01 20:00
Raj Jegannathan has steadily amassed a broad mandate as restructuring and high-profile departures have thinned CEO Elon Musk's executive bench at the automaker. ...
Tesla raises lease prices after federal EV tax credit expires
Yahoo Finance· 2025-10-01 20:00
Tesla has raised lease prices for all its vehicles in the U.S. after a $7,500 federal tax credit that helped boost electric vehicle sales expired, according to the company’s website on Wednesday. Most Read from Fast Company The change follows the end of tax incentives under sweeping legislation passed by Congress, which eliminated the $7,500 credit for new EV leases and purchases, as well as a $4,000 credit for used EVs, effective September 30. Tesla and its rivals had been passing these credits on to cu ...
All Cap Investing With Kirk Spano
Seeking Alpha· 2025-10-01 19:20
投资策略与市场观点 - 采用全市值投资策略,根据市场机会在不同市值公司间灵活配置 [7] - 罗素2000指数中约70%的公司不盈利且可能永远不会盈利,因此该指数本身是糟糕的投资标的,但却是选股的绝佳场所 [9] - 在小型股投资中,机构持股比例低于或约50%时,股票易受零售投资者和交易室影响而剧烈波动 [19] - 在高效市场(如标普500)和低效市场(如小盘股、中盘股、新兴市场)并存的环境中,低效市场更需要选择性投资,即挑选行业或个股 [21] - 建议投资者避免在年底因失去耐心而进行税收亏损收割,因为机构通常在此阶段买入,零售投资者卖出接近底部的股票是经典陷阱 [25][27] 期权应用与案例 - 运用期权轮转策略,结合技术分析,在市场下跌时卖出现金担保看跌期权,在反弹时卖出备兑认购期权 [11][12] - 该策略在2023年实现了36%-37%的投资回报,主要得益于成功的选股和期权收入 [13] - 以AST SpaceMobile为例,在股价为5美元时买入,股价上涨至50多美元时卖出60、70、80美元的备兑认购期权,获得每股2-5美元的期权金,几乎覆盖了成本基础 [40] - 当股价回落至45、40甚至35美元时,卖出相应行权价的现金担保看跌期权,获得每股4-6美元的丰厚期权金 [41][42] - 卖出看跌期权类似于设置限价买单但能获得报酬,其年化内部回报率可达30%、40%、50%、60%甚至80% [38][39] 人工智能与行业影响 - 人工智能是自互联网以来最重要的技术,其改善生活质量和商业应用的潜力被低估 [56] - 投资者应寻找那些能够维持定价权,同时借助AI降低运营成本、提高效率,从而扩大利润率的公司 [63] - 在AI领域,大型制药公司(如辉瑞)可能比小型生物科技公司更具优势,因为前者拥有巨大数据集和支付算力的资金,可能内部完成创新而无需溢价收购小公司 [65][67] - 中型市值公司是投资的甜蜜点,因为它们被华尔街覆盖不足,指数基金投资较少,并且那些最终被纳入标普500指数的中型公司将获得持续的买入需求,形成新的价格底线 [70][71] 宏观经济与资产配置 - 定量宽松政策实质上等同于印钞,其长期结果可能是通过通货膨胀抵消50%-80%的债务,这对资产所有者有利 [74] - 防御量化宽松的策略是谨慎选择并持有资产,应选择被低估且具有良好增长率的资产,而非仅仅因为高股息而购买平庸资产 [74] - 黄金价格与货币供应量高度相关,目前两者之间不存在巨大缺口(即"鳄鱼嘴"未张开),意味着黄金可能不会成为超额回报的资产,但会随货币供应量上涨 [92][93] - 比特币在2016年至2024年间经历了多次大幅波动,其理论作为数字黄金存在,但面临的风险是如果政府利益受损可能会对其发起攻击 [94][97][98] - 加密货币可分为三类:功能性代币(如以太坊、Solana)、数字黄金(比特币)和垃圾币,建议远离垃圾币 [101]
U.S. EV tax credit ending will be a long-term win for Tesla, says Deepwater's Gene Munster
Youtube· 2025-10-01 19:01
Joining us now is Gene Monster, managing partner, Deep Water Asset Management. Gan, why would this be good news. >> Brian, uh before that, I just want to acknowledge that there is a near-term benefit undoubtedly from the tax credit.If we zero in on the numbers we're going to see tomorrow, this 400 and call it 75 80,000 deliveries, about 40,000 of those are likely coming from pull forward in demand because people want to make buy a car that's 15% less expensive. And so, uh, start there is that cheaper cars d ...