Wall Street Breakfast Meet Ferrari's Elettrica
Oct 9, 2025
Ferrari unveils its first electric vehicle, boasting an impressive 1,000 horsepower and a distinctive sound system. Silver prices soar above $50 due to rising demand amid tight supply. In the tech arena, J.P. Morgan outlines their top tech stocks to short, sparking intrigue. Meanwhile, Hollywood raises red flags about AI's impact on artists, especially regarding OpenAI's Sora. Additionally, Delta Airlines showcases a strong quarter with optimistic outlooks, while Pepsi announces leadership changes after a solid Q3.
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Ferrari's Electric Identity
- Ferrari's first EV, Electrica, targets 1,000 horsepower and 0-62 in 2.5 seconds with a 122 kWh battery.
- The car will use powertrain vibrations to create a unique electric Ferrari sound to preserve brand emotion.
Design And Production Shift
- The Electrica's skateboard platform and four-door hint at either a sedan or SUV configuration yet to be confirmed.
- Ferrari pushed its EV forecast down to 20% of lineup by 2030 from a prior 40% target.
Pepsi Beats And Guides Cautiously
- Pepsi beat Q3 estimates and named a new CFO while Walmart's U.S. CFO will take Pepsi's CFO role next month.
- Pepsi forecasts low single-digit organic revenue growth and flat core constant currency EPS for the full year.