Market Performance & Sales - Tesla China's October retail sales were 26,006 units, a 63.6% decrease compared to September and a 35.8% year-over-year decrease [1] - Tesla Shanghai Superfactory exported 35,491 vehicles in October, an 84% increase compared to the previous month [1] - Tesla's year-to-date (YTD) deliveries in China totaled 458,710 vehicles, an 8.4% decrease compared to the same period last year [1] - Tesla launched a new Model Y Long Range RWD version with a CLTC range of 821 kilometers, priced from RMB 288,500 [1] - Tesla's September sales in India were 64 units, and October sales were only 40 units due to high import tariffs [1] Strategic Initiatives & Technology - Tesla's AI strategy relies on xAI as an accelerator, with recursive loops between the two companies in data, software, hardware, and manufacturing [1] - Tesla is developing its own chips for robots due to the high failure rate (9% AFR average for H100) and unique requirements of robotics compared to data centers [1] Personnel Changes - Cybertruck Program Manager Siddhant Awasthi and Model Y Vehicle Program Manager Emmanuel Lamacchia both left Tesla [1]

Core Viewpoint - The Amplify Lithium & Battery Technology ETF (BATT) is positioned as a thematic investment opportunity amid signs of potential frothiness in the AI-driven mega cap rally, focusing on sectors that will benefit from the growing demand for battery technology and electric vehicles [1][2]. Group 1: Investment Opportunity - BATT comprises companies involved in battery storage solutions, battery metals & materials, and electric vehicles (EVs), capitalizing on the increasing need for electricity and efficient energy storage [2]. - The ETF tracks the EQM Lithium & Battery Technology Index, providing global exposure and diversification, with approximately 50% of its country allocation in China and the U.S., along with investments in Australia, Canada, and Japan [3]. Group 2: Market Growth Projections - The global lithium-ion battery market is projected to grow at a compounded annual growth rate (CAGR) of 18% over the next seven years, driven by the rising demand for renewable energy [4]. - The International Energy Agency (IEA) anticipates a 60% increase in global renewable energy capacity by 2026, further supporting the growth of battery technology [4]. Group 3: Electric Vehicle Sales - Global EV sales reached a record of 2.1 million units in September, with total sales from January to September 2025 increasing by 26% to 14.7 million units, highlighting significant growth in the market [6][7]. - The U.S. market has seen a surge in EV sales due to government incentives, while Europe and China are also experiencing substantial growth [6][7]. Group 4: Government Support and Challenges - Government backing is crucial for the lithium industry, with policies aimed at reducing reliance on foreign sources and promoting domestic production, which could positively influence lithium prices [9][10]. - The Dallas Fed notes that federal interest in securing domestic lithium production has already led to billions in subsidized loans and grants, shaping the industry landscape [11].

Group 1 - A class action lawsuit has been announced by Rosen Law Firm on behalf of purchasers of securities of Fly-E Group, Inc. (NASDAQ: FLYE) for the period between July 15, 2025, and August 14, 2025 [1] - Fly-E Group, Inc. specializes in designing, installing, and selling smart electric motorcycles, electric bikes, electric scooters, and related accessories under the Fly E-Bike brand [1]

Market Expansion - BYD's aggressive push into Europe is gaining importance [1] Competitive Landscape - BYD is encountering speed bumps in its home market in China [1]

As China’s tech firms race to compete in chips, AI and EVs, a Bloomberg investigation finds workers are facing grueling hours and intense pressure. https://t.co/PNPitqfuqn ...

Group 1 - Small cap stocks have had a mixed performance in 2025, but there is potential for improvement driven by rising global electricity demand, particularly from AI data centers, semiconductors, EVs, and buildings [1][2] - Smaller companies are positioned to innovate in areas such as supply chain management and battery technology, with nuclear power being highlighted as a sector where small cap firms could present exciting investment opportunities [2][3] - The performance of small caps may outperform large caps due to their concentrated focus on specific areas, allowing them to benefit significantly from surges in demand [3] Group 2 - The Avantis International Small Cap Value ETF (AVDV) is suggested as a strong candidate for investment, with a low fee of 36 basis points and a year-to-date return of 38%, outperforming its category average [3]

Core Insights - ASTRAUX's next-generation Smart Electric Vehicle (SEV) concept showcased at EICMA Milan 2025, emphasizing a redefined urban mobility experience [1] - The SEV features a full-series air conditioning system and a range of up to 180 km, appealing to urban commuters [1][5] - The vehicle is compact, half the size of a standard car, and can be operated with a motorcycle license in many regions, making it suitable for dense urban environments [5] Pricing and Promotions - Customers can pre-order the ASTRAUX SEV for €9.9 from November 4 to January 1, with a €400 discount upon delivery [5] - The starting prices for the SEV models are €6,590 for the AL6 and €8,590 for the AL7 [5] Design and Features - The SEV incorporates six self-suction modular interfaces for flexible accessory attachment and CarPlay connectivity, enhancing the digital lifestyle [7] - It boasts a unique design with a "Big-Eye" dashboard, smooth body lines, and over 99 customizable wrap options [8] - The vehicle includes a full air-conditioning system, the only one in its class, ensuring comfort in all seasons [8] Safety and Technology - Safety features include a high-strength steel frame, anti-roll stabilizer bar, and an intelligent Sentry Mode for 24/7 surveillance and alerts [10][11] - ASTRAUX aims to blend technology, design, and emotion to create a smarter, greener, and more connected urban lifestyle [11] Company Overview - ASTRAUX is a Dubai-based global brand focused on innovation and lifestyle, with product lines including smart micro EVs, AI robots, and joy-tech essentials [13] - The brand promotes a tech-powered aesthetic for the next generation, encouraging young creators and city explorers to embrace intelligent mobility [13]

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Core Insights - Stocks fell on Thursday as Wall Street focused on corporate earnings [2] Qualcomm - Qualcomm's stock fell 4.76% after reporting fiscal fourth-quarter adjusted earnings of $3 per share on revenue of $11.27 billion, which exceeded expectations. The company anticipates fiscal first-quarter adjusted profit between $3.30 and $3.50 per share, with revenue projected between $11.8 billion and $12.6 billion, surpassing consensus estimates [3][5] AppLovin - AppLovin's stock rose 2.47% after reporting third-quarter earnings of $2.45 per share, beating estimates by 7 cents. The company's ad revenue reached $1.41 billion, exceeding expectations of $1.34 billion and marking a 68% increase year-over-year. For the fourth quarter, AppLovin expects revenue between $1.57 billion and $1.6 billion, higher than the $1.55 billion estimate [4] Arm Holdings - Arm Holdings' stock fell 2.54% despite reporting fiscal second-quarter earnings that surpassed analyst forecasts. The company expects adjusted profit of 41 cents per share on revenue of $1.23 billion for the current third quarter, exceeding Wall Street's expectations of 35 cents per share and $1.11 billion in revenue [6] Marvell Technology - Marvell Technology's stock rose 0.96% after reports that SoftBank Group explored a potential takeover of the chip company. The acquisition was intended to merge Marvell with Arm, but no agreement was reached [7] Tesla - Tesla's stock declined 4.94% as shareholders prepared for a vote on CEO Elon Musk's pay package during the annual meeting. The vote is expected to pass, although Norway's sovereign-wealth fund has publicly stated it will vote against Musk's compensation [7] Moderna - Moderna's stock gained 4.2% after reporting better-than-expected quarterly results, with a loss of 51 cents per share, which was narrower than the anticipated loss of $2.12. Revenue for the quarter was $1.02 billion, exceeding the $880 million estimate [8] DuPont - DuPont's stock rose 0.2% after the company reduced its full-year net sales forecast to $6.84 billion from $6.865 billion. The board authorized $2 billion in stock repurchases and declared a quarterly dividend of 20 cents per share [9] Airlines - Delta Air Lines, United Airlines, and American Airlines saw declines of 0.7%, 1.6%, and 1.4%, respectively, due to a 10% reduction in flight capacity at major U.S. airports amid a government shutdown affecting air-traffic controllers [10] Robinhood Markets - Robinhood's stock fell 7.7% despite reporting third-quarter earnings and revenue above analysts' expectations. However, transaction-based revenue of $730 million, a 129% increase year-over-year, missed projections [11] Snap - Snap's stock surged 16% after narrowing its third-quarter loss and announcing a $400 million deal with AI company Perplexity to integrate its technology into Snapchat. Revenue rose 10% to $1.51 billion, surpassing estimates [12] Datadog - Datadog's stock surged 19% after reporting third-quarter adjusted earnings of 55 cents per share, exceeding estimates of 45 cents. Revenue climbed 28% to $886 million, beating forecasts of $854 million [13] Celsius Holdings - Celsius Holdings' stock sank 23% due to concerns over the transition of its newly acquired Alani Nu business into PepsiCo's distribution network, which may impact inventory movements [14] CarMax - CarMax's stock tumbled 13% after announcing the departure of its CEO, Bill Nash, effective December 1. The board member David McCreight will serve as interim president and CEO while a search for a permanent replacement is conducted [14] DoorDash - DoorDash's stock declined 16% after missing third-quarter earnings expectations and announcing plans to invest several hundred million dollars more in new initiatives and platform development in 2026 compared to 2025 [15] Duolingo - Duolingo's stock plummeted 27% after forecasting fourth-quarter bookings of $329.5 million to $335.5 million, falling short of Wall Street estimates [15] E.l.f. Beauty - E.l.f. Beauty's stock sank 32% after issuing full-year guidance below Wall Street expectations, projecting adjusted earnings of $2.80 to $2.85 per share on sales of $1.55 billion to $1.57 billion, while analysts forecasted adjusted earnings of $3.53 on revenue of $1.65 billion [16]

Core Viewpoint - A class action lawsuit has been filed against Fly-E Group, Inc. for allegedly misleading investors regarding its revenue outlook and sales performance during the class period from July 15, 2025, to August 14, 2025 [7]. Allegation Details - The lawsuit claims that Fly-E's management created a false impression of reliable information about the company's projected revenue and sales, while the actual demand for its electric vehicle products fell short [7]. - The complaint highlights that Fly-E's optimistic revenue goals were not met, and risks associated with lithium batteries, supply chain changes, and regulatory environments were downplayed [7]. - A significant 32% decrease in net revenue was reported, attributed to a decline in total units sold due to customer hesitance linked to lithium battery explosion incidents [7]. Financial Impact - Following the SEC filing on August 14, 2025, which disclosed the revenue decrease, Fly-E's stock price plummeted from $7.76 per share to $1.00 per share, marking an approximate 87% decline in just one day [7]. Next Steps - Investors who purchased Fly-E shares during the class period and suffered losses are encouraged to contact the law firm for more information and to discuss their legal rights [4].