Nvidia (NASDAQ:NVDA) – The AI chip manufacturer
is now the second most valuable company in the world after reaching
a record market value, surpassing $3 trillion and
Apple (NASDAQ:AAPL). With growing demand for its
AI chips, the company is also preparing for a ten-for-one stock
split, increasing interest from individual investors. This
valuation increase in Nvidia’s U.S. shares, which has been
concentrated among a few companies, raises concerns about market
reliance on these giants. This centralization in the S&P 500,
dominated by Nvidia and other megacaps, suggests the index’s
vulnerability to fluctuations in these few companies. Microsoft,
Nvidia, and Apple together have a combined market value of about
$9.2 trillion, surpassing the total $9 trillion of the Chinese
stock market, excluding Hong Kong.
ASML Holding NV (NASDAQ:ASML) – ASML is now the
second-largest listed company in Europe, surpassing LVMH in market
value after its shares jumped on Wednesday, valuing the company at
approximately €377 billion. This value is slightly higher than
LVMH’s, with ASML benefiting from the demand for its advanced
semiconductor manufacturing machines.
Microsoft (NASDAQ:MSFT) – The U.S. Department
of Justice and the FTC have agreed to investigate the antitrust
practices of Microsoft, OpenAI, and Nvidia in the AI industry. The
investigation is divided between Nvidia, led by the Department of
Justice, and OpenAI along with Microsoft, under the FTC’s
jurisdiction. The FTC is investigating the $650 million deal
between Microsoft and Inflection AI, suspecting it was structured
to avoid antitrust scrutiny. Documents have been requested to
ascertain whether the partnership was formed to give Microsoft
control over the startup without regulatory investigation.
Alphabet (NASDAQ:GOOGL) – A class-action
lawsuit accusing Google of abusing its dominance in the digital
advertising market can proceed in the UK after a favorable ruling
by the Competition Appeal Tribunal. The lawsuit, seeking up to
$17.4 billion (£13.6 billion) in damages, alleges that Alphabet
favored its own online advertising services from 2014 to 2022. In
other news, Gideon Yu, former CFO of YouTube and Facebook, is
leading an initiative to raise about $500 million for a fund
associated with Alphabet’s X lab. The fund, though independent,
will focus on investing in emerging startups from X, seeking
capital in a challenging venture capital environment.
Meta Platforms (NASDAQ:META) – Meta’s plan to
use personal data to train AI without explicit consent has been
criticized by the organization None of Your Business (NOYB), which
has called for action from European privacy regulators. NOYB
alleges that Meta intends to use users’ personal information in
ways that may violate EU privacy laws.
Salesforce (NYSE:CRM) – Salesforce, the
American enterprise software giant, is opening an artificial
intelligence center in London with over 40,000 square feet, capable
of accommodating more than 300 people. The company expects the
center to create 500,000 AI-related jobs in the UK. The official
opening will be on June 18, with an event to train more than 100
developers. This center is part of a $4 billion investment in the
UK over five years, including over $200 million in British
startups.
Amazon (NASDAQ:AMZN) – Zoox, Amazon’s robotaxi
unit, announced it will begin testing its autonomous vehicles in
Austin and Miami, marking its first test locations outside the
western U.S. The tests will include adapted Toyota Highlanders,
with safety drivers, in the commercial and entertainment areas of
the cities. Additionally, the Amazon Labor Union (ALU) agreed to
affiliate with the International Brotherhood of Teamsters,
expanding unionization efforts at Amazon. This decision follows the
ALU’s historic victory in April 2022, when workers at Amazon’s JFK8
warehouse in New York voted to unionize.
Walmart (NYSE:WMT) – Walmart will pay annual
bonuses of up to $1,000 to 700,000 hourly workers in the U.S., a
measure suggested by employee feedback. Both part-time and
full-time associates, after one year with the company and meeting
performance goals, are eligible.
Lockheed Martin (NYSE:LMT) – Lockheed Martin
has signed a contract with Firefly Aerospace for up to 25 launches
of the Alpha rocket by 2029. The launches, conducted from
facilities on the U.S. west and east coasts, will carry Lockheed
payloads and spacecraft to low Earth orbit.
Boeing (NYSE:BA) – After several technical
delays, Boeing’s new Starliner astronaut capsule, carrying two
astronauts, was successfully launched from Florida, marking its
first manned test flight. Additionally, Boeing CEO Dave Calhoun
will testify before a U.S. Senate panel about safety and quality
concerns that have limited 737 MAX production following incidents,
including a door failure during a flight. Calhoun will address the
measures the company has taken to improve safety.
Spirit AeroSystems (NYSE:SPR) – Spirit
AeroSystems announced on Wednesday that its CFO, Mark Suchinski, is
leaving the company amid cash flow difficulties and during
negotiations of a possible merger with Boeing, its former owner.
Suchinski will be replaced by Irene Esteves, a former Time Warner
Cable executive, and will remain for a transition period.
Ryanair (NASDAQ:RYAAY) – The EU’s General Court
upheld the validity of Spain’s $10.9 billion bailout fund to
support companies affected by the pandemic, rejecting a challenge
from Ryanair. The decision is a boost for the European Commission,
which faces other legal challenges over state aid approvals during
the pandemic.
American Airlines (NASDAQ:AAL) – The
Association of Professional Flight Attendants (APFA) unanimously
rejected American Airlines’ proposal, which included an immediate
17% pay increase and new profit-sharing. The union demands a
comprehensive contract that meets all its needs after years without
significant pay increases.
Spirit Airlines (NYSE:SAVE) – S&P Global
Ratings downgraded Spirit Airlines’ debt to “junk,” moving from
CCC+ to CCC. The agency foresees liquidity issues for the company
over the next 12 months and indicated a negative outlook due to
ongoing operational challenges. Spirit is negotiating
restructurings to avoid bankruptcy after failing to merge with
JetBlue.
Tesla (NASDAQ:TSLA) – Prominent investor Ron
Baron publicly supported Elon Musk’s controversial $56 billion pay
package at Tesla, which will soon be voted on by shareholders.
Baron argues that Musk, who receives no fixed salary and is
compensated in stock, is essential for Tesla’s continued success
and growth. The annual meeting on Musk’s compensation is scheduled
for June 13.
Toyota Motor (NYSE:TM) – Toyota announced on
Wednesday it will invest $282 million in Huntsville, Alabama, to
create new production lines. This financial injection will result
in approximately 350 new job openings.
Exxon Mobil (NYSE:XOM) – Vanguard, one of the
world’s largest investment management firms, supported the
re-election of Exxon’s directors despite expressing concerns about
the company’s lawsuit against climate activists, which could deter
future shareholder proposals. All 12 directors, including Chairman
Darren Woods, were re-elected, despite controversies involving the
withdrawal of a climate measure.
KKR & Co (NYSE:KKR) – KKR, Global
Infrastructure Partners, and the Indo-Pacific Partnership for
Prosperity have formed a coalition to invest $25 billion in
infrastructure in the Indo-Pacific region, including green data
centers in Indonesia and renewable energy in the Philippines and
India, announced U.S. Commerce Secretary Gina Raimondo.
Bank of America (NYSE:BAC) – Kempton Dunn has
moved to Bank of America as managing director after working at
Perella Weinberg Partners. He will focus on software and be based
in Palo Alto, reporting to the co-heads of global technology
investment banking. Dunn has experience in large deals and IPOs in
the tech sector.
Novo Nordisk (NYSE:NVO) – Novo Nordisk faces
increasing competition in China, where local pharmaceutical
companies are developing 15 generics of its Ozempic and Wegovy
drugs. With the semaglutide patent set to expire in 2026 and an
ongoing lawsuit, Novo may lose exclusivity for these treatments in
this key market.
Nike (NYSE:NKE) – Following LeBron James, Kevin
Durant, and Steph Curry, the NBA is anticipating the rise of new
stars. The next two weeks of games are crucial as young talents
like Jayson Tatum and Luka Doncic have the chance to establish
themselves as the next basketball and sneaker market icons.
Additionally, Nike is cutting costs in its global operations,
including a 2% workforce reduction. The European headquarters in
the Netherlands is facing layoffs as part of this $2 billion
savings plan. Layoffs in Europe began recently due to differences
in local labor laws.
Dollar Tree (NASDAQ:DLTR) – Dollar Tree is
evaluating options for its struggling Family Dollar business,
including a possible sale or spin-off. The review follows an
attempt to revitalize the 2015 acquisition, valued at $8.9 billion,
which has yet to yield the expected returns.
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