$XPEV XPeng Tape Reports
Per Ticker.id: $XPEV XPeng Tape Reports — 3 podcast mentions across 3 podcasts (30 days), latest 2026-08-23 17:09 UTC.
Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look ahead to this week's market-moving events, along with the weekend's top news and analysis. Hello, today is Sunday, August 23rd, and I'm your host, Kim Kahn. The summer doldrums disappear with a huge week ahead for stocks and bonds. NVIDIA stars Wednesday with what has become the biggest earnings event on Wall Street. And on Friday, Fed Chairman Kevin Warsh gives his keynote address at the Jackson Hole Symposium at a time when bond vigilantes are stirring. With Nvidia, investors will be looking for updates on AI infrastructure demand, product ramp timing, China exposure, and the economics of the chipmaker's expanding financing partnerships. Options traders are pricing in a roughly 6% move in Nvidia shares following the report. Seeking Alpha analyst Mott Capital said investors and traders may be left with the post-Nvidia earnings hangover again if the numbers are good but not spectacular. "Decline could be sharp, pushing the stock down by as much as 11% to an important area of technical and options-related support at $190, while upside seems limited," they said. The results could reverberate across the semiconductor and AI complex. Marvell Technology, Micron, Arm, and Advanced Micro Devices have all shown some of the closest trading correlations with Nvidia following earnings. Here's how the rest of the earnings calendar shapes up: PDD Holdings and XPeng report Monday. Intuit reports Tuesday. On Wednesday, NVIDIA is joined by CrowdStrike, Salesforce, HP, and Okta. Marvel and Ulta Beauty report Thursday. Looking to Jackson Hole, Warsh will speak at 10:00 AM Eastern time Friday. At his last press conference, Warsh indicated that higher Treasury yields were doing the job of tightening financial conditions for the Fed. But since then, higher yields have spooked the White House, leading Treasury Secretary Scott Bessant to boost buybacks of longer-dated debt in an attempt to tamp down rates. Seeking Alpha analyst Geneva Investor says the two men want opposite things in the long end. Bessant wants the 10-year and 30-year lower and has said so repeatedly, they said. Warsh wants a smaller Fed footprint concentrated on the front end of the yield curve, which mechanically raises the long end. Bessant wants a large FIMA facility, which expands the balance sheet. Warsh wants a $6.7 trillion balance sheet to come down.
Kim Kahn — Wall Street Breakfast · Nvidia and Jackson Hole take center stage · 2026-08-23Wow, wow, absolutely. I think, well, the overcapacity has been a kind of like, well, It's been chronic in the Chinese economy, especially for manufacturing in many ways. And I think one of the key, like, factors driving this is this combination between, or linkage between, private capital and local governments because, well, it happened well before in steel and also in many other sectors, but in, like, automotive industry, What really happened was that, well, actually in the 2010s, the Chinese government will— I think a lot of people in the industry will believe that is one of the key turning points for the Chinese EV sector. They somehow in 2014 and 2015, well, if you remember in the peak of like shuangchuan, like mass entrepreneurship and innovation, like da zhuangchuan ye wan zhuangchuan xing, the Chinese government will lift this restriction for like not only private capital but also for private startups to start building cars. So that's why, well, you see in China there's not only, well, those companies that you can see today like NIO, like XPeng, like Li Auto, those were xīngshì lǐ, what Chinese people will call, but also a bunch of like companies that are now bankrupt. There are like, I actually did a count for another paper I'm writing, there are like 60 or 70 EV startups in China after 2015. That's crazy. Like, well, when you are talking about that in the US, well, you only have like Tesla, Rivian, Lucid, maybe Fisker. That's it, right? Maybe like 5 or 6 of them, right? But in China, you have like 60 of them. So many of them will, of course, will, uh, were like purely, well, started by private capital or private company, but, but Those were not very successful because they ran out of cash very early on. Some of them will try to establish, well, kind of like joint ventures with local governments, but well, they also ran out of cash from very early on. So the kind of like companies that sustained was those type of companies that can raise capital not only from their own founders, not only from the local governments but also from, well, for example, corporate venture capitals.
Fengming Lu — ChinaTalk · The Rise of China’s Electric Vehicle Industry · 2026-08-17