Berkshire Hathaway (NYSE:BRK.A) –
Berkshire Hathaway reduced its stake in
Apple (NASDAQ:AAPL), selling 10 million shares,
while holding over 905 million. It also increased its position in
Chevron (NYSE:CVX), reduced it in
HP (NYSE:HPQ), and Paramount
Global (NASDAQ:PARA). Ther company kept investors guessing
on what could be a major new investment by Warren Buffett.
Nvidia (NASDAQ:NVDA), Alphabet
(NASDAQ:GOOGL) – Nvidia briefly surpassed
Alphabet on Wednesday to become the third most
valuable U.S. company after Amazon. The high
demand for AI chips boosted its market value to $1.825 trillion.
Wall Street is eagerly awaiting the quarterly report next week.
Nvidia shares are down 0.5% in Thursday’s
pre-market.
Taiwan Semiconductor Manufacturing (NYSE:TSM) –
TSMC saw its market capitalization jump by about
$42 billion on Wednesday, driven by investor bets on chip demand.
This increase led the company to surpass Visa Inc.
(NYSE:V), becoming the 12th most valuable globally. Enthusiasm was
fueled by increased sales in January and optimistic growth
outlooks, especially in the wake of OpenAI‘s
ChatGPT release. TSMC anticipates a recovery in
smartphone and computing demand, while analysts point to the
growing need for cutting-edge chips. The company recently discussed
AI chip supply challenges with Nvidia.
TSMC shares are up 1.1% in Thursday’s
pre-market.
Nvidia (NASDAQ:NVDA) – Bridgewater
Associates significantly increased its stake in
Nvidia, raising it by 458% at the end of last
year, while also expanding its exposure to other leading technology
companies. The firm founded by Ray Dalio disclosed these changes in
financial filings.
Alphabet (NASDAQ:GOOGL) –
Google will offer an automated version of ChromeOS
for Windows devices, potentially reducing PC discards after Windows
10 support ends. ChromeOS Flex will maintain security updates,
allowing users to extend their devices’ lifespan.
Microsoft (NASDAQ:MSFT) –
Microsoft stated that state hackers from Russia,
China, and Iran are using OpenAI technology,
backed by the company, to enhance their tactics.
Microsoft revealed this usage, implementing a ban
against these groups as concerns over AI abuses increase.
Meta Platforms (NASDAQ:META) – On Wednesday,
Meta added Broadcom‘s CEO, Hock
Tan, to its board of directors. Broadcom
(NASDAQ:AVGO) is a key partner of Meta in its data
center projects and chip development, crucial for fast data
movement and processing for AI systems.
Nokia (NYSE:NOK) – Nokia
launched “MX Workmate,” an AI tool for industrial workers,
generating alerts about machine failures and suggesting production
improvements. Using AI language models, it aims to help interpret
complex data. Full implementation may take up to a year and a half,
as testing and adjustments continue.
Sony Group (NYSE:SONY) and Honda
Motor (NYSE:HMC) – A joint venture between Sony
Group and Honda Motor will launch three
electric vehicle models by the middle of this decade. An SUV will
be released in 2027, followed by a compact in 2028 or later, after
a sedan in 2025, aiming to compete with Tesla
(NASDAQ:TSLA).
Pfizer (NYSE:PFE) – Pfizer
agreed to pay $93 million to settle antitrust charges from drug
distributors. The settlement, still subject to judge approval,
comes after a decade of litigation over allegations of conspiracy
with Ranbaxy.
GSK (NYSE:GSK) – GSK completed
the acquisition of Aiolos Bio, a biotech company
focused on respiratory and inflammatory diseases. The initial
payment was $1 billion, with up to an additional $400 million in
success milestones.
Catalent (NYSE:CTLT) –
Catalent cut its workforce by about 300 employees
as part of its ongoing restructuring, incurring expenses of
approximately $12 million. The company, which beat revenue
estimates, recently accepted a purchase offer from Novo
Nordisk (NYSE:NVO).
Morgan Stanley (NYSE:MS) – Morgan
Stanley plans to cut hundreds of jobs in its wealth
management unit, representing less than 1% of the staff. This move
reflects the ongoing cost reduction efforts amid economic
uncertainty.
Barclays (NYSE:BCS) – Barclays
is considering a bid for Societe Generale to
expand its wealth management division. SocGen
started an auction for its Kleinwort Hambros unit, valued at up to
£700 million, as part of its strategic overhaul. In other news,
Barclays’ vice-president, Nazia Lawrence, is suing the British bank
for approximately 230,000 pounds, claiming racial, religious, and
sexual discrimination. Legal documents reveal her disappointment
with the unequal treatment compared to white colleagues.
KKR and Company (NYSE:KKR) – KKR &
Co agreed to acquire a stake in Cotiviti
from Veritas Capital. Financial details were not
disclosed, but the deal will strengthen KKR’s healthcare
portfolio.
Doordash (NYSE:DASH) – George
Soros‘ investment fund acquired new stakes in low-cost
U.S. airlines, including JetBlue (NASDAQ:JBLU),
Spirit Airlines (NYSE:SAVE), and Sun
Country Airlines (NASDAQ:SNCY), while increasing its bets
on Doordash (NYSE:DASH). It also sold stakes in
Arm Holdings (NASDAQ:ARM) and
Broadcom (NASDAQ:AVGO).
Shell (NYSE:SHEL) – Shell may
drop out of the bidding for an offshore wind farm in Norway due to
profitability doubts. Challenging conditions and market uncertainty
raise concerns. The company is considering alternatives like
floating wind turbines.
BHP Group (NYSE:BHP) – BHP,
the world’s largest miner, expects losses of $5.7 billion due to
the Samarco dam breach in Brazil and the
restructuring of its nickel business in Australia. Its upcoming
half-year results should reflect profit stability, driven by high
iron ore prices.
Lockheed Martin (NYSE:LMT) –
Biden plans to request fewer F-35 fighters in the
next federal budget, affecting Lockheed Martin.
About 70 aircraft are expected to be ordered for 2025, down from
the 83 forecasted. Lockheed recorded 98 deliveries
in 2023, compared to 141 in 2022. Shares are stable in Thursday’s
pre-market after falling 2.4% on Wednesday.
Kroger (NYSE:KR), Albertsons
(NYSE:ACI) – Colorado’s attorney general filed a lawsuit to block
Kroger‘s $25 billion acquisition of
Albertsons, claiming consumer harm.
Kroger plans to divest stores to calm antitrust
concerns. This lawsuit is the second challenging the merger.
Hershey (NYSE:HSY) – Chocolate manufacturers
Hershey and Cadbury are planning
price increases to offset record cocoa costs, facing a consumer
demand drop due to inflation. Prices are rising, prompting
manufacturers to launch new products to stimulate demand.
Earnings
Cisco Systems (NASDAQ:CSCO) – The stock values
of technology companies declined by 5.6% in Thursday’s pre-market
following the release of quarterly results. Cisco
reported earnings of $0.87 per share on $12.79 billion in revenue,
against the consensus estimates from LSEG of $0.84 per share in
revenue of $12.71 billion. The net profit dropped to $2.63 billion,
or 65 cents per share, from $2.77 billion, or 67 cents per share,
in the same quarter of the previous year, while revenue fell 6%
year over year. Additionally, Cisco unveiled a
restructuring plan that would result in the elimination of 5% of
jobs.
Applovin (NASDAQ:APP) – The technology
company’s shares increased by more than 17% in pre-market trading
after presenting impressive results for the fourth quarter and
providing promising projections for the future.
Applovin recorded a profit of 49 cents per share
on revenue of $953 million. Analysts surveyed by LSEG had
forecasted a profit per share of 35 cents with revenue of $928
million.
Twilio (NYSE:TWLO) – The value of the customer
engagement company’s shares decreased by 11.4% in pre-market
trading. For the current quarter, Twilio announced
revenue projections that fell short of the financial market’s
expectations, predicting a range between $1.025 billion and $1.035
billion. Analysts surveyed by LSEG were expecting revenues of
$1.049 billion. Additionally, the number of active customers also
fell short of StreetAccount’s estimates, totaling 305,000 instead
of the expected 311,000.
Fastly (NYSE:FSLY) – Shares of the cloud
services company fell about 24.8% in pre-market trading due to
indicators of a slowdown in sales growth. Fastly‘s
revenue in the fourth quarter totaled $138 million, below Wall
Street’s expectations of $140 million as reported by LSEG.
Furthermore, the company forecasted a slowdown in revenue for the
current quarter.
JFrog (NASDAQ:FROG) – The software company’s
shares rose 21.3% in pre-market trading after its fourth-quarter
report revealed better-than-anticipated results.
JFrog recorded an adjusted earnings per share of
19 cents on revenue of $97 million. Analysts surveyed by LSEG had
estimated earnings per share of 12 cents with revenue of $93
million.
Informatica (NYSE:INFA) – The business
technology company released fourth-quarter results that exceeded
expectations. Informatica announced an adjusted
profit of 32 cents per share on revenue of $445 million. Analysts
surveyed by LSEG had predicted earnings of 30 cents per share on
revenue of $432 million.
Equinix (NASDAQ:EQIX) –
Equinix projected adjusted core earnings for the
fiscal year 2024 between $4.09 billion and $4.17 billion,
surpassing the expectations of $4.05 billion. The estimated revenue
for the first quarter is between $2.13 billion and $2.15 billion,
compared to estimates of $2.14 billion.
NerdWallet (NASDAQ:NRDS) –
NerdWallet reported a loss of 3 cents per share in
the fourth quarter, while analysts had anticipated a positive
profit of 10 cents per share, as indicated by LSEG.
Occidental Petroleum (NYSE:OXY) –
Occidental Petroleum exceeded estimates for
fourth-quarter earnings, presenting its best quarterly result in
three years and reducing expenses. OXY projected a
marginal increase in oil and gas production to 1.25 million barrels
per day (boepd) this year. The adjusted profit was $0.74 per share,
surpassing the estimates of $0.71 per share.
Albermarle (NYSE:ALB) – The lithium
manufacturer’s stock value decreased by 3.4% following the release
of the quarterly report. Albermarle‘s net sales
fell 10% in the fourth quarter compared to the previous year, and
the company recorded a net loss due to a pre-tax charge and a tax
valuation charge in China.
Tripadvisor (NASDAQ:TRIP) – In the last
quarter, Tripadvisor announced an adjusted profit
of 38 cents per share and revenue of $390 million. Analysts
surveyed by LSEG had predicted earnings of 22 cents per share and
revenue of $374 million.
Stellantis (NYSE:STLA) –
Stellantis warned of a challenging year ahead
after a 10% drop in operating profit in the second half of 2023,
attributed to strikes and pressures in the global automotive
market. The results exceeded expectations, but the outlook for 2024
is vague. Stellantis‘ adjusted operating profit
fell to 10.2 billion euros. The margin dropped to 11.2%. Adjusted
operating profit in North America fell 16% to 5.271 billion euros,
with a margin of 13%.
Ventas (NYSE:VTR) – Ventas
reported a 4.1% increase in its fourth-quarter FFO, reaching 76
cents per share. For 2024, the company forecasts a normalized FFO
between $3.07 and $3.18 per share, below analysts’ estimates of
$3.21 per share.
Coinbase Global (NASDAQ:COIN) –
Coinbase Global shares rose 4.8% in pre-market
trading ahead of the cryptocurrency trading platform’s
fourth-quarter earnings scheduled for after market close. Analysts
expect Coinbase to report earnings of 2 cents per
share on revenue of $826 million.
Honda Motor (NYSE:HMC)
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