To The Moon

1. Poor $XPeng Inc.(XPEV)$ -10.3%: just announced EV shipments to Israel two weeks ago

XPeng's stock (XPEV) declined approximately 12% less than two weeks after its significant export of 750 electric vehicles to Israel.

The drop occurred despite this large shipment, which included models P7 and G9, marking their most substantial export in 2023. The company had previously secured a deal with Freesbe to establish a sales and service network in Israel.

Prior to the attack, sentiment was generally positive for XPEV stock in the derivatives market.

2. $23andMe, Inc.(ME)$ -6.27%: leaked genetic data might be used in attack

23andMe's stock fell over 6% following the confirmation of a data breach where attackers guessed login information of a subset of users through recycled passwords and accessed more data via 23andMe's DNA Relatives feature.

The stolen data, not including raw genetic data, included information like sex, birth year, and genetic ancestry results. The company stated that their systems were not breached, attributing the attack to leaked credentials from other online platforms.

3. $Carnival(CCL)$ -4.3% amidst high oil price concerns

At the time of the strike, Carnival Corporation ships were docked in Haifa, Israel, just 50 miles from the blasts near Tel Aviv. Due to the concerns of conflicts and high oil prices, CCL stock fell 4.30% yesterday.

CCL released the latest earnings two weeks ago.

• Adjusted earnings of 86 cents per share, a significant improvement from a loss of 58 cents per share the previous year.

• Revenues surged by 59% to an all-time high of $6.85 billion, compared to $6.53 billion in Q3 2019 before the pandemic.

Barclays lowered its price target to $21 from $22 but maintained an overweight rating on shares due to solid Q3 results and positive outlook on demand and bookings.

Susquehanna emphasized the health of the leisure sector, focusing on Carnival's longer booking curve and positive indicators in onboard spending trends and pre-cruise package sales.