Seeking Alpha·2025-10-09 18:42Ferrari - Ferrari unveiled details about its first electric vehicle, tentatively named Elettrica, which will feature in-house-developed electric motors producing 1,000 horsepower and accelerating from 0 to 62 mph in 2.5 seconds [4] - The Elettrica will have a range exceeding 323 miles and a top speed of 192 mph, powered by a 122-kWh battery pack [4] - A unique sound system will replicate the signature Ferrari roar using real powertrain vibrations, distinguishing it from other electric vehicles [4] - Ferrari has revised its forecast for electric vehicles, now expecting them to comprise 20% of its lineup by 2030, down from a previous target of 40% [5] PepsiCo - PepsiCo exceeded Q3 earnings expectations and appointed a new CFO, with Walmart U.S. CFO Steve Schmitt set to take on the role [5] - The company anticipates a low-single-digit increase in full-year organic revenue and core constant currency EPS to be about even with the prior year [6] Delta Air Lines - Delta Air Lines reported strong Q3 results, driven by premium, corporate, and loyalty segments, and expects Q4 top and bottom lines to surpass current forecasts [7] Nvidia - Nvidia received a Street-high price target of $300 from Cantor analyst C.J. Muse, who reiterated it as a Top Pick Overweight, citing strong customer demand for computing resources [7] Cannabis Stocks - Cannabis stocks are rising following Tilray Brands' first revenue beat in four quarters, positively impacting Canopy Growth, Aurora Cannabis, and SNDL [7] Silver Market - Spot silver prices have surpassed $50 per ounce for the first time since 2011, driven by industrial demand, supply tightness, and economic uncertainty [7] Rare Earth Exports - China has tightened regulations on rare earth exports, crucial for high-tech products, with new rules likely denying licenses to arm makers and some semiconductor companies [7] Hollywood and AI - The Creative Artists Agency expressed concerns over OpenAI's video-generating tool Sora, stating it poses significant risks to artists and emphasizes the need for compensation and credit for creative work [7] Short Opportunities - J.P. Morgan identified Mobileye Global and Skyworks Solutions as top tech shorts, citing valuation concerns and underperformance relative to the semiconductor group [7]