$345.82
-1.26%
- Prev
- $350.25
- High
- $351.93
- Low
- $342.53
- Volume
- 28.3M
The $340s held. The $350s were Tuesday's tag, not a floor. Sticky PCE. Still a car-and-homework name.
What printed
- Cash close $345.82 (-1.26%) on 28.3 million shares. High $351.93, low $342.53. Prior close $350.25.
- Wed 26 Aug: July PCE sticky. Headline +0.2% / +3.7% (Street +0.1% / +3.6%). Core +0.2% / +3.3%, in line. Real spending 0. Cash sat, then gave the $350s back.
- Nvidia after the close: $96.2B revenue, $2.22 adj EPS, Q3 guide $108B +/- 2%, GM guide 74% (printed 75%), China data-center compute written to zero. Tesla did not go with the factory. Still cars.
- Warsh speaks Friday 10:00 a.m. ET at Jackson Hole. A hike paragraph is a duration tax. Tesla is still homework until then.
- No new unsupervised-mile count today. Nevada permit (21 Aug) and Cybertruck +$5,000 are last week's tape. A hike is not miles.
- Gary Black is a sidelined Tesla boomer. He still quotes unsupervised robotaxi around 90 to 100 cars. Do not wait for him to bless it.
Watch
Reclaim $350s as a floor, not another tag · Warsh Friday 10:00 a.m. ET · Any unsupervised-mile count that is not 90 to 100
$139.63
+1.22%
- Prev
- $137.95
- High
- $140.00
- Low
- $135.10
- Volume
- 60.1M
Tagged $135.10 on the PCE print and closed $139.63. Digestion through Nvidia, not a smash.
What printed
- Cash close $139.63 (+1.22%) on 60.1 million shares. High $140.00, low $135.10. Prior close $137.95.
- Wed 26 Aug: sticky PCE at 8:30, Nvidia after the close. Low printed the $135 IPO magnet. Closed the $135-$140 box while NVDA sold the wait on mix (74% GM guide, China DC $0).
- Wed 26 Aug: Grok Bot opened to all SuperGrok and Cursor Pro subscribers (@bot). Truell: everyone with a standard Grok or Cursor sub. Weekly usage limits reset. Two weeks ago this was Heavy/Ultra only. Still not in the 12-month number.
- Nvidia PR the same afternoon: SpaceXAI takes Vera CPUs. A compute crumb. Not a Starship print and not this quarter's cash bill.
- BofA: Starlink wireless is complementary to T-Mobile, not a tower killer. Partnership talk. Not 2026 revenue.
- Next dated float: Wednesday 9 September, day-90 tranche, about 319 million shares. Eligibility is not a forced sale.
- Tue 25 Aug still stands: Starbase Louisiana, Pecan Island, up to $100B. Construction 2027, first launch 2029. Dirt is not a 2026 sales number.
- Elon 13G: 6,418,547,515 shares, 48.4% as-converted. Super-voting Class B is the control. Terafab dirt is moving. Still not a 2026 sales number.
Watch
Hold $135-$140 into 9 Sep (~319 million) · Grok Bot in SuperGrok seats. Still not in Street 12-month. · Warsh Friday 10:00 a.m. ET