Muhammad Haidari

Finance | Markets | AI | Technology
Nasdaq-100 • Earnings • Macro
Company research & market analysis

[Muhammad Haidari @MHaidariX]

$TSLA’s FSD impresses in European testing, but drivers remain responsible for driving. EU-wide approval is still a key milestone for Tesla’s autonomy ambitions.

[Muhammad Haidari @MHaidariX]

$GME WOW 🫨

[Muhammad Haidari @MHaidariX]

$TSLA’s China-made EV sales hit a 2026 high in September, with exports up 58% YoY.

Yorkville Ives rates Tesla Outperform, citing its Physical AI potential. Q3 deliveries reached 486,532.

[Muhammad Haidari @MHaidariX]

$JNJ reports durable psoriasis results for Icotyde, with at least 72% of patients achieving 90% skin clearance through week 112.

More than 44% achieved complete skin clearance, with benefits sustained for over two years in Phase 3 data.

[Muhammad Haidari @MHaidariX]

$NVDA is reportedly investing in AI chip startup d-Matrix as it expands compatibility with rival chipmakers, following deals involving $MRVL, $INTC and $AMZN.

[Muhammad Haidari @MHaidariX]

$AMZN LAUNCHES OPEN-SOURCE PHYSICAL AI TOOLCHAIN

AWS combines its robotics expertise with NVIDIA’s AI stack to help manufacturers train, simulate and deploy intelligent machines.

[Amazon @amazon]

https://t.co/pnuQQ03f0L

[Muhammad Haidari @MHaidariX]

The S&P 500 is up 15% in 2026, but the median stock return is just 2% as AI leaders drive the rally.

Barron’s highlights dividend opportunities among beaten-down stocks, including $HD (3.3%), $NKE (4.8%), $PFE (6.1%), $PEP (4.8%) and $NEE (3.2%).

[Muhammad Haidari @MHaidariX]

Trump establishes a committee to investigate allegations that Fed Governor Lisa Cook made false statements related to mortgage documents.

The move escalates tensions between the White House and the Federal Reserve over the central bank’s independence.

[CNBC @CNBC]

Trump appoints committee to investigate statements by the Fed's Lisa Cook https://t.co/3GHrMZdCDv

[Muhammad Haidari @MHaidariX]

U.S. stocks climbed as oil prices eased, with the S&P 500 up 0.32% and Nasdaq up 0.48%.

$SPCX’s spectrum deal pressured telecoms: $TMUS fell 9.1%, $T dropped 7.4% and $VZ lost 6.3%.

$AAPL slid 2.2% on reported iPhone production cuts, while $TSLA gained and $NVDA advanced.

[Muhammad Haidari @MHaidariX]

$VZ

[*Walter Bloomberg @DeItaone]

S&P 500 BULL MARKET GAINS 117% AS AI RALLY RAISES CONCENTRATION RISKS

The S&P 500 has surged 117% since October 2022, adding nearly $40 trillion in market value, largely driven by AI-related stocks.

However, the equal-weight S&P 500 has underperformed by a record 52 percentage points, highlighting the rally's narrow leadership.

With Nvidia up over 1,900% and Treasury yields recently hitting 5.34%, investors are increasingly focused on whether earnings growth can sustain the bull market.

[CNBC @CNBC]

OpenAI's revenue scare, Delta earnings, what investors think of a Starbucks-Chipotle deal and more in Morning Squawk https://t.co/WyNpRsLXx3

[Shay Boloor @StockSavvyShay]

$AMZN AWS CEO says “We could sell every single GPU” to frontier labs but deliberately reserves capacity for startups

With ~40% of AWS sales coming from former startups, allocating compute today is how Amazon builds its next generation of major customers

[Muhammad Haidari @MHaidariX]

$KO is reportedly looking to sell Costa Coffee, unwinding its roughly $5B acquisition of the British coffee chain.

The move comes as Coca-Cola reassesses Costa’s growth prospects and coffee strategy.

[Muhammad Haidari @MHaidariX]

Large-cap tech continues to lead as market breadth weakens.

$AAPL is near record highs, while $AMZN’s AI buildout and AWS demand support further upside, according to Barron’s.

[Muhammad Haidari @MHaidariX]

Trump reportedly bought between $5M and $25M of $META shares on Aug. 21, his largest reported transaction among 517 August trades.

His disclosures also show purchases of $T, $COP, $ABT, $NFLX and $CVX, while selling $AMD and $CHD.

[Muhammad Haidari @MHaidariX]

$NVDA down more than 3%

[Wall St Engine @wallstengine]

Odyssey has launched Odyssey-3, an AI world model that generates interactive environments from a prompt in real time.

People and AI agents can act inside these worlds and observe how they respond, creating potential uses in simulation, robotics and training AI through experience.

Odyssey-3 Pro scored 66.1 on Physics-IQ Verified’s video-to-video benchmark, the highest reported score.

The benchmark tests physical behavior in areas such as fluid dynamics, optics and solid mechanics.

[Wall St Engine @wallstengine]

OPENAI'S ANNUALIZED REVENUE NEARS $50B, BELOW EARLIER $70B REPORTS: FT

OpenAI recently told investors its annualized revenue was approaching $50B at the end of September, roughly $20B below the figure widely reported last month.

The discrepancy reportedly stems from differences in how OpenAI and Anthropic calculate revenue. Anthropic includes sales through cloud partners such as AWS and Google Cloud, while OpenAI does not.

Investors had attempted to adjust OpenAI's figures to make them comparable with Anthropic's, contributing to the previously reported $70B estimate.

OpenAI declined to comment.

Source: Financial Times.

[Muhammad Haidari @MHaidariX]

Financial Times reports investor financial documents show OpenAI’s annualized revenue is about $20B below previously signaled levels.

The gap raises fresh questions around OpenAI’s revenue trajectory and massive AI infrastructure spending.