
Tesla Q3 2026 Deliveries Hit 486,532, Beating Estimates
Tesla delivered 486,532 vehicles in Q3 2026, down 2% year on year but roughly 25,000 above estimates, lifting TSLA shares 4.7% to about $370 on Friday.
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Tesla delivered 486,532 vehicles in Q3 2026, down 2% year on year but roughly 25,000 above estimates, lifting TSLA shares 4.7% to about $370 on Friday.

onsemi (ON) cut its Synaptics (SYNA) offer to $123 a share in cash, about $5.7 billion, after a rival bid emerged, and shares of both companies rose.

Nike (NKE) shares fell to a 13-year low near $32 after a first-quarter revenue miss, a high-single-digit fiscal 2027 sales decline forecast and a new restructuring.

The G7 and partners will release up to 100 million barrels of crude and diesel over four months, sending the crude oil price to a one-month low near $88.

OPEC+ kept November oil output targets unchanged at 31 million bpd as Brent holds near $100 and the Strait of Hormuz stays effectively shut by the US-Iran war.

Seagate (STX) and Western Digital (WDC) fell about 10% after Nikkei reported Toshiba will double hard-disk output, hitting two of 2026's top AI stocks.

The Pentagon is sending the USS Theodore Roosevelt and 10,000 sailors and Marines to the Gulf as Trump rejects Iran's ceasefire offer and Brent holds near $107.

Fed rate hike odds for October fell to about 16% after September payrolls rose just 29,000, lifting the Nasdaq and S&P 500 even as 10-year yields ended higher.

Nvidia shares hit a record $237.88 and a $5.7 trillion market value after a record $150 billion buyback, leaving the AI chipmaker near a $6 trillion first.

Tesla (TSLA) delivered 486,532 vehicles in Q3 2026, 5.3% above the 461,974 consensus, though energy storage lagged and volume trailed last year's record.

Seagate (STX) and Western Digital (WDC) fell 7% to 11% on October 2 after Nikkei reported that Toshiba will double AI data-center hard-drive capacity by fiscal 2027.

onsemi (ON) replaced its Synaptics (SYNA) all-stock deal with $123 a share in cash, about $5.7B, after a rival bid. ON shares rose 6-8% and Synaptics 14-15%.

Nvidia shares reached an all-time high near $237.75 on October 2, their first record since May, as a $150 billion buyback and AI optimism lifted chip stocks.

Wall Street rallied Friday as September payrolls rose just 29,000, cutting Fed rate-hike odds and lifting the S&P 500 0.9% and the Nasdaq to a record high.

U.S. September payrolls rose just 29,000 versus 84,000 expected as unemployment hit 4.2%, trimming Fed rate-hike bets and pulling Treasury yields lower.

Trump's threat of a US diesel export ban unless Europe taps emergency reserves has triggered crisis talks among the EU, UK, France, Italy and Germany.

Netflix (NFLX) shares are on track for a fifth straight weekly loss after co-CEO Ted Sarandos said growth is lagging, leaving the stock down about 25% in 2026.

Coherent rose about 10% and Lumentum 9% as Bernstein began coverage at Outperform and PhotonLink drew fresh attention to AI stocks in optical networking.

Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD) set an Oct. 6 close, with WBD holders receiving $31.02 per share in cash after final court approval.

Moderna replaces Warner Bros. Discovery in the Nasdaq-100 on Oct. 9 after a sixfold share surge, forcing index funds such as Nasdaq QQQ to buy the stock.

Nike stock fell as much as 6.6% after Q1 revenue missed, Greater China sales dropped 26% and the company guided to a high-single-digit annual decline.

The KBW Bank Index fell 0.7% on Thursday and sits about 13% below its August peak as surging Treasury yields weigh on lenders and the Dow ends a rough September.

Core PCE inflation slowed to 3.0% in August, below the 3.3% forecast, yet Kashkari says inflation is too high and interest rates may rise again in 2026.

Tencent will lease about 100,000 Nvidia AI chips from Oracle over five years in a $7 billion deal, giving ORCL a major AI infrastructure win beyond OpenAI.

The USS Theodore Roosevelt strike group and 2,000 Marines are headed to the Middle East as Trump calls post-midterm Iran strikes possible and oil rises.

Brent crude settled above $102 on Oct. 1 after Chinese refiners suspended October fuel exports, tightening global supply already strained by the Iran war.

Micron's fiscal Q4 revenue rose 379% to $54.2B with EPS of $33.42, and a $61.5B forecast beat the $57B consensus, lifting chip stocks worldwide on Oct. 1.

Australia's ASX 200 lost about 2% on Thursday to its lowest close since mid-June as higher oil prices and surging global bond yields hit equities.

Trump and six AI leaders signed a voluntary, penalty-free safety accord, which markets read as easing near-term federal rule risk for AI stocks and chipmakers.

Constellation Energy (CEG) rose about 3.5% after a 20-year, 690 MW nuclear power deal with Amazon that backs a $3B+ Calvert Cliffs upgrade in Maryland.