Autodesk Stock Discussion

Morning Movers
Gapping up
$NIO Inc (NIO.US)$ stock soared 14.4% after the Chinese electric vehicle manufacturer announced a significant $2 billion cash boost from existing shareholders.
$CVS Health (CVS.US)$ stock increased by 3.2% following reports from the Wall Street Journal that Glenview Capital, a major shareholder, is set to discuss potential business improvements with CVS's management.
$AT&T (T.US)$ stock rose by 1.1% after ...

Morning Movers
Gapping up
$Autodesk (ADSK.US)$ Shares rose by 0.8% following the software group's impressive second-quarter results, which were predominantly above consensus forecasts. The company's recent outlook upgrade also suggests strong business momentum.
$Tesla (TSLA.US)$ Shares increased by 1.2% as the electric vehicle manufacturer reported its best sales month of the year in China for August, driven by strong demand in s...

Morning Movers
Gapping up
$Texas Instruments (TXN.US)$ stock increased by 1.3% following the signing of a preliminary memorandum with the U.S. Department of Commerce, which could lead to up to $1.6 billion in direct funding.
$The Kroger (KR.US)$ stock went up by 1.8% as the grocery chain revealed a plan to cut grocery prices by $1 billion after its anticipated $25 billion merger with Albertsons.
$NVIDIA (NVDA.US)$ stock gained ...

$Autodesk (ADSK.US)$
Pointed out that 1) they are very tied to $AMZN for GenAI because that is where their production data lives, and they need compute and data to be co-located for AI in production, 2) a killer app for GenAI doesn’t exist yet outside code generation, and 3) their most compelling GenAI project is a code generator for their 3D design tools.
Highlights
-Team sits within ADSK Research which consists of 200 people.  Sub-team of 20 people f...

$Autodesk (ADSK.US)$ Hurry up gaiss....market close another 30 min