Walmart (NYSE:WMT) – Walmart
announced a 3-for-1 stock split as part of its review of trading
levels and spread. This will increase the shares in circulation to
approximately 8.1 billion, with distribution after the close on
February 23.
Tesla (NASDAQ:TSLA) – Elon Musk’s $55 billion
compensation package at Tesla Inc. was voided by a
Delaware judge after a shareholder deemed it excessive. This
decision could significantly impact Musk’s wealth and the future of
his companies if upheld after a possible appeal. Musk, who topped
Bloomberg’s billionaires list, now faces uncertainties regarding
his net worth. The case involved allegations of inadequate
disclosure and conflicts of interest in formulating the executive
compensation plan. The decision may lead Tesla‘s
board to create a new compensation proposal. Musk responded
quickly, suggesting incorporation in Nevada or Texas to allow
shareholders to decide on matters. The future of Musk’s fortune,
valued at about $51.1 billion, is now in doubt, potentially making
him the world’s third richest man. Tesla shares
fell about 2.8% in Wednesday’s pre-market.
Microsoft (NASDAQ:MSFT) –
Microsoft exceeded market expectations with
adjusted earnings of $2.93 per share and total revenue of $62
billion in the last quarter of 2023. The Intelligent Cloud unit’s
revenue, which includes Azure, grew by 20%, while Azure sales
increased by 30%. Operating expenses for the current quarter are
projected to be $15.8 billion to $15.9 billion, up from the
previous quarter. Sales in the More Personal Computing segment grew
by 19%, driven by the acquisition of Activision Blizzard.
Alphabet (NASDAQ:GOOGL) –
Alphabet reported a fourth-quarter profit of $20.7
billion, while its advertising revenue rose to $65.5 billion,
although it fell short of the average analysts’ expectations of
$66.1 billion. Alphabet‘s capital expenditures
increased by 45%, to $11 billion. Google Cloud’s revenue in the
last quarter was $9.2 billion, exceeding expectations of $8.9
billion. Cloud revenue growth was 25.7%, slower than the 32% growth
in the quarter of the previous year. CEO Sundar Pichai highlighted
AI progress across all of Alphabet‘s
businesses.
Apple (NASDAQ:AAPL) – Epic Games claimed that
Apple is not fully complying with a court order
that required opening the App Store to allow external payment
options. Apple agreed to include external links
but still demands up to a 27% commission on off-store purchases.
Epic is disputing Apple‘s compliance with the
previously ordered changes. Apple is seeking that
Epic reimburse $73 million in legal expenses for developer contract
breach.
Match Group (NASDAQ:MTCH) – Match
Group, the parent company of Tinder, forecasted
first-quarter revenue below Wall Street expectations due to dating
app users’ spending cuts amid economic uncertainty. The company
also announced a $1 billion share buyback plan. Competition with
Bumble and hiring a new CEO for Tinder are part of the efforts to
improve performance. Revenue in the fourth quarter grew by 10% to
$866.2 million, exceeding estimates. Earnings per share were 81
cents.
Advanced Micro Devices (NASDAQ:AMD) –
AMD raised its 2024 forecast for AI processors by
$1.5 billion, reaching a total of $3.5 billion. Fourth-quarter
revenue was $6.17 billion, slightly above analysts’ estimates.
However, projections for the first quarter of 2024 fell below Wall
Street expectations, with revenues of $5.4 billion, and the company
did not issue an earnings per share projection.
AMD shares rose about 140% last year.
PayPal (NASDAQ:PYPL) – PayPal
plans to reduce its global workforce by about 2,500 jobs,
representing 9% of employees, as announced by CEO Alex Chriss. This
move aims to streamline the company and boost profitable
growth.
Electronic Arts (NASDAQ:EA) –
Electronic Arts missed estimates for quarterly
bookings, with lower spending and strong competition affecting
demand for its game titles. The company reported bookings of $2.37
billion for the quarter, below analysts’ expectations of $2.39
billion. However, it raised its annual earnings forecast to $4.21
to $4.68 per share.
Chevron (NYSE:CVX) – Chevron
is diverting CPC Blend oil from Kazakhstan to Asia via the Cape of
Good Hope, avoiding the Red Sea due to Houthi attacks in Yemen,
which increased the risk of maritime transport in the region.
Enbridge (NYSE:ENB) –
Enbridge, a Canada-based oil pipeline operator,
plans to reduce its workforce by 650 jobs, or 5%, as part of a
cost-cutting effort. The company operates North America’s largest
pipeline network and the continent’s largest natural gas utility.
The cuts aim to improve competitiveness and address economic and
geopolitical challenges. Enbridge announced the
acquisition of three U.S. gas utilities companies last September,
raising concerns about its debt load.
Boeing (NYSE:BA) – Boeing
withdrew a safety exemption request after an incident on a 737 MAX
9. United Airlines (NYSE:UAL) highlighted
post-pandemic aviation experience loss, possibly contributing to
Boeing‘s recent issues. VP of Finance, Gerry
Laderman, mentioned supply chain challenges and the lack of
experienced employees as factors. Laderman refrained from
commenting on United‘s negotiations with Airbus
over A321neos aircraft due to his imminent retirement.
Southwest Airlines (NYSE:LUV) is willing to wait
until 2026 or 2027 to receive the Boeing 737 MAX 7, its largest
customer. The company swapped orders for the MAX 8 to avoid delays
but will continue to wait for the MAX 7’s availability.
JetBlue Airways (NASDAQ:JBLU), Spirit
Airlines (NYSE:SAVE) – JetBlue Airways
and Spirit Airlines are seeking an expedited
appeal to reverse a decision that blocked their $3.8 billion
merger, claiming that the benefits to the flying public were
overlooked. Without expediency, the deal’s closing date may expire.
JetBlue is also considering cost cuts due to a
drop in revenues and higher costs in the first quarter.
General Motors (NYSE:GM) – General
Motors (GM) reported a net profit of $2.1 billion in the
fourth quarter, with revenues of $43 billion. Adjusted pre-tax
profit fell 54%, to $1.8 billion. GM plans to cut costs, reduce
spending in its autonomous vehicles unit Cruise by $1 billion, and
return $12 billion to shareholders through share buybacks and
dividend increases. The company expects electric vehicle sales to
account for 10% of the U.S. market in 2024.
Stellantis (NYSE:STLA) –
Stellantis‘s Peugeot brand plans to incorporate
ChatGPT into its vehicles to enhance the voice assistant, following
the trend of brands like Mercedes-Benz and Volkswagen. The pilot
version of the service will be launched in five countries and
become standard equipment later this year. Additionally, Peugeot
will offer an eight-year warranty for the e-3008 model, encouraging
the adoption of electric vehicles.
Paramount Global (NASDAQ:PARA) – Media
entrepreneur Byron Allen announced a proposal of $30 billion for
control of Paramount Global, including debt and
equity. Bloomberg News, which initially reported the news, stated
that he offered $14.3 billion to acquire all outstanding shares of
Paramount Global.
Vodafone Group (NASDAQ:VOD) – Iliad
SA‘s revised offer for a business combination with
Vodafone Group Plc has been rejected, ending its
efforts in the competitive Italian telecommunications market.
Vodafone shares fell 4.4% in Wednesday’s
pre-market.
Novo Nordisk (NYSE:NVO) – Novo
Nordisk projected an increase in sales of the Wegovy drug,
with sales of $1.39 billion in the last quarter. The company
expects sales growth of 16% to 25% and an increase in operating
profit of 19% to 28% this year. Fourth-quarter sales rose 37%,
reaching 65.9 billion crowns, with earnings before interest and
taxes (EBIT) of 26.8 billion crowns. Novo Nordisk
is valued at over $487 billion, making it Europe’s most valuable
listed company.
GSK (NYSE:GSK) – GSK exceeded
market estimates for the fourth quarter, with earnings of 28.9
pence per share and sales of $10.20 billion. The optimistic
forecast for 2024 includes an expected increase of 6-9% in adjusted
earnings per share and sales growth of 5-7%, with projected sales
growth of over 7% annually until 2026. The Arexvy vaccine against
the respiratory syncytial virus recorded sales of 1.24 billion
pounds in the year ended December 31. The company plans at least 12
major launches starting in 2025 in vaccines and specialty
medicines.
Novartis (NYSE:NVS) – In the fourth quarter,
Swiss pharmaceutical Novartis reported a 6%
increase in adjusted net profit, totaling $3.13 billion, falling
short of analysts’ estimates. The company extended its medium-term
guidance, predicting annual sales growth of 5% through 2028. CEO
Vas Narasimhan led a cost-cutting strategy and focus on specific
therapeutic areas but faced challenges with some drugs that did not
meet market expectations.
Pfizer (NYSE:PFE) – Pfizer
reported an unexpected quarterly profit, driven by the Covid
treatment Paxlovid and cost cuts, although sales of products like
Ibrance and Prevnar fell short of Wall Street estimates. In the
quarter, Pfizer earned $0.10 per share on revenues
of $14.25 billion. The company forecasts 2024 revenue in a range
that could reach up to 5%. Covid product revenues hit $12.5 billion
in 2023, far from the peak of $57 billion in 2022.
Pfizer continues to cut spending on research and
development.
United Parcel Service (NYSE:UPS) –
UPS plans to cut 12,000 jobs and explore options
for its truck brokerage business, Coyote, after forecasting annual
revenues below Wall Street expectations. The company aims to cut
costs by $1 billion and faces demand challenges across various
business segments. CEO Carol Tome does not anticipate improvements
until the second half of 2024 and projected annual revenues of $92
billion to $94.5 billion, below the average analysts’
expectations.
Grab Holdings (NASDAQ:GRAB) – The Competition
and Consumer Commission of Singapore (CCCS) initiated a detailed
review of Grab Holdings‘ proposed acquisition of
Trans-cab due to competitive concerns. Grab seeks
to acquire Trans-cab and create a combined fleet of taxis and
private hire vehicles. The CCCS has not yet confirmed its
approval.
Mondelez International (NASDAQ:MDLZ) –
Mondelez is seeking more moderate growth in 2024,
forecasting net revenue between 3% and 5%, citing geopolitical
volatility. Last quarter’s profit was $950 million, exceeding
expectations, with sales of $9.31 billion. The company plans
investments to sustain growth. Shares fell 2.5% in Wednesday’s
pre-market but still saw an increase of 14.5% over the last 12
months.
Starbucks (NASDAQ:SBUX) –
Starbucks lowered its annual sales forecasts after
impacts from the war in the Middle East. Global same-store sales
grew by 5%, below expectations, and the company expects annual
growth of 4% to 6%. Shares rose 2.7% in pre-market trading.
Santander (NYSE:SAN) –
Santander reported a record net profit of 2.93
billion euros in the last quarter of 2023, a 28% increase from the
previous year. The annual net profit reached 11.08 billion euros,
boosting the return on tangible equity ratio to 15.06%. The
quarterly net interest margin increased by 9.5% from the previous
year. However, Argentina recorded a loss of 20 million euros.
Barclays (NYSE:BCS) – Wealth management firm
Azura is expanding its operations in Dubai, hiring Hazem Shish, a
former Barclays executive, as a partner to lead
its strategic opportunities in the region. This move follows the
trend of financial firms growing in Dubai, attracting ultra-wealthy
investors. Azura, founded by Ali Jamal in 2019, has approximately
$4 billion in assets under management and is focused on serving
global billionaire fortunes.
Nomura Holdings (NYSE:NMR) –
Nomura CEO Kentaro Okuda announced a buyback of up
to $677 million as a reward to investors for the recovery of its
main investment banking and trading division. Strong performance in
fixed income and retail boosted profits, putting the company on
track for annual profit growth for the first time since Okuda
became CEO in 2020. Last quarter’s net profit exceeded estimates,
indicating a positive turnaround after years of challenges. The
buyback also reflects improvements in cost controls in the
wholesale division.
Nasdaq (NASDAQ:NDAQ) – Nasdaq
is planning to reduce jobs during the integration of Adenza, a
fintech company, into its operations. The measure aims to minimize
layoffs by focusing on merging Adenza’s offices in New York and
London with those of Nasdaq to streamline
operations.
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