U.S. stocks move: Tesla surges on October 9 as Cybercab registration and deliveries exceed expectations
Bitget异动解读2026/10/09 13:50Tesla October 9th Surge Analysis
Keywords: Cybercab registration, delivery exceeding expectations
1. Recently, Tesla's Texas Cybercab registrations increased by 150 in a single day to reach 319; on October 8th, Tigress Financial maintained its "Buy" rating and set a target price of $550.
2. At the beginning of October, Tesla announced Q3 deliveries of 486,532 vehicles, surpassing the institutional estimate of 456,896 vehicles. Core automotive business deliveries exceeded expectations.
3. Recently, Tesla renamed Full Self-Driving to Tesla Assisted Driving on its European website to seek regulatory approval for its driver assistance system in Europe; the U.S. website still uses the Full Self-Driving Supervised label.
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BUZZ - Reports say that Lumentum's optical communication products for AI servers are sold out until 2029, driving its share price higher
Latest updates on October 9 - Photonics product manufacturer Lumentum (LITE.O) shares rose 3.5% to $1,086.11, with the stock reaching a record high of $1,143 earlier. According to Bloomberg, the CEO of Lumentum stated that as tech companies seek faster AI data center infrastructure, the company’s optical components are fully sold out, with supply schedules extending into early 2029. CEO Michael Hurlston mentioned that by 2027, Lumentum will be unable to meet about 70% of demand for certain products, and by 2028, roughly 30% of demand for other products will still be unmet. Lumentum and its peer Coherent (COHR.N) each received $2 billion investments earlier this year from AI leader Nvidia (NVDA.O). COHR shares recently rose 1.9%, while optical networking company Applied Optoelectronics (AAOI.O) surged 5.6%. Including today's increase, Lumentum shares are up a cumulative 196.3% so far this year. (For the convenience of non-English speakers, Reuters provides automated translation of its reports into several other languages. Due to the possibility of errors in automated translations or missing context, Reuters does not guarantee the accuracy of the translated texts and provides them solely for reader convenience. Reuters bears no responsibility for any damage or loss resulting from the use of automated translations.)

Barclays assigns Boeing an overweight rating with a target price of $300
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