5 Things to Know Before the Stock Market Opens on Tuesday

Impact · against what's priced in

The news is largely noise for NVDA and TSLA as it confirms momentum and delivery trends already reflected in recent price action. The only material catalyst is the potential for upward revisions to Tesla's Q3 revenue estimates following the delivery beat.

TSLA+0.20

Not in the price yet

The price assumes

Core automotive revenue decline

While the market currently assumes a contracting automotive business shrinking at 9.8% annually, the report that Q3 deliveries topped estimates provides a positive near-term offset to that decline.

What TSLA's price assumes · Aug 25

• jobs report▲329%
• fed▲20%
• inflation▲7%
• rates
• treasury yields
• NVDA
• gold