🔥 consumer_cyclical 핫 테마 분석

[RIVN] Rivian delivers 45% more vehicles in Q3 than last year

[RIVN] Rivian tops Q3 delivery expectations, reconfirms 2026 guidance

Rivian reported a year-over-year increase in vehicle deliveries of 46% during the third quarter.

[ABNB] KeyBanc upgrades Airbnb to overweight, sets $191 price target

[REAL] William Blair dials up the conviction on The RealReal

[AMZN] Why Amazon got a call-up to the Goldman Sachs conviction list of top stocks

What’s in the conviction list: Amazon, Huntington, Occidental, Burlington, Johnson Control. What’s out: Tyson, ConocoPhillips, Golar, Loar, Air Products & Chemicals

[NIO] NIO delivers 37,408 EVs in September; Q3 deliveries up 25.4% YoY

[CCL] Carnival cruises past fuel fears with strong FQ3 results -- analysts