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Moody's Ratings affirms Tesla's Baa3 issuer rating, outlook remains st...

Moody's Ratings (Moody's) affirmed the Baa3 long-term issuer rating of Tesla, Inc. (Tesla). The outlook remains stable. The affirmation reflects our expectation that Tesla's vehicle technology, software and AI competencies provide a platform for continuing innovation and new product offerings. The...

 PRESS RELEASE

XPENG Announces Vehicle Delivery Results for July 2025

XPENG Announces Vehicle Delivery Results for July 2025 Cumulative total deliveries surpassed 800,000 unitsSet a new monthly record of 36,717 units in July, representing 229% YoY growthMarked the ninth straight month exceeding 30,000 deliveries GUANGZHOU, China, July 31, 2025 (GLOBE NEWSWIRE) -- XPeng Inc. (“XPENG” or the “Company,” NYSE: XPEV and HKEX: 9868), a leading Chinese smart electric vehicle (“Smart EV”) company, today announced its vehicle delivery results for July 2025. XPENG achieved a new record monthly deliveries of 36,717 Smart EVs in July, representing a year-over-yea...

Pierre FerraguÊ
  • Pierre FerraguÊ

2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 22 names we followed last week, follow the link below.

 PRESS RELEASE

XPENG Launches Global Localization Strategy in Indonesia with First Lo...

XPENG Launches Global Localization Strategy in Indonesia with First Locally-produced X9 Delivery Indonesia has become the first country in the world where XPENG has localized its vehicle production.XPENG’s Purwakarta factory rolled out the first locally produced X9 and delivered it to customer at the 2025 Gaikindo Indonesia International Auto Show (GIIAS).This milestone marks the official launch of XPENG’s global localized manufacturing strategy, starting from Indonesia.XPENG New G6 made its debut at GIIAS 2025, featuring 800V architecture, 5C ultra-fast charging AI battery, which allows it...

Anish Jog ... (+5)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt

Solid Progress with Autonomous and AI Future; Musk Now Acting as Warti...

A Closer Look at FY2Q25 (June) ResultsRevenueTotal revenue of $22.50 billion (down 12% y/y) came in above the Street’s $22.22 billion estimate as the company saw growth in services and other revenues including FSD revenue offset by declining regulatory credit revenue, lower ASPs, and a slight decli

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig

AI Revolution Is Now Spreading to the Rest of the Tech World; Golden A...

Wedbush Securities’ affiliated investment adviser, Wedbush Fund Advisers, LLC (“WFA”), may serve as the investment adviser to certain investment funds that track an index comprised exclusively of companies included in this research report. In connection with these funds, Wedbush Securities will rec

Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig

Expecting Strong 2Q Tech Earnings Season; Cloud and AI Spending The Ke...

AI Revolution All Starts With the Godfather of AI Jensen and NvidiaMajor conglomerates across the US and China are looking to become the first major player to control the next big chip in this tech ecosystem, but this battle is now all in the hands of Nvidia and Jensen with NVDA’s chips becoming th

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