Super Micro Computer (NASDAQ:SMCI) – An analyst
has joined the optimistic group regarding the shares of Super Micro
Computer, with an increase of about 856% over the last 12 months.
Rated Overweight, JPMorgan analyst Samik Chatterjee justifies the
“premium valuation” due to the rapid growth of the artificial
intelligence server market. SMCI shares are up 2.6% in pre-market
trading.
Seagate Technology (NASDAQ:STX) – Shares of
Seagate Technology advanced 4.2% to reach $91.88 in pre-market
trading, following a positive review by Morgan Stanley analysts who
upgraded their rating from Equal Weight to Overweight. They also
raised the target price for the shares from $73 to $115.
Apple (NASDAQ:AAPL), Alphabet
(NASDAQ:GOOGL), Meta Platforms (NASDAQ:META) –
Apple, Google, and Meta are under investigations under the EU’s new
Digital Markets Act, aiming to challenge the power of tech giants.
Violations could lead to hefty fines of up to 10%, reflecting a
global crackdown on Big Tech’s anti-competitive practices. Google
stated on Monday that it would continue to defend its practices,
with Google’s competition director, Oliver Bethell, highlighting
significant operational changes in Europe.
Apple (NASDAQ:AAPL) – Apple faces multiple
consumer lawsuits accusing it of monopolizing the smartphone
market, in line with the antitrust case filed by the U.S.
government and 15 states. Allegations include suppression of
technology to increase competition. Apple denies the charges.
Microsoft (NASDAQ:MSFT) – According to The
Verge, Microsoft has appointed Pavan Davuluri as the new leader
responsible for the Windows and Surface sector, as per an internal
memo. Additionally, Mikhail Parakhin, responsible for Bing and
advertising, will leave these roles to pursue new opportunities.
Mustafa Suleyman, appointed to lead consumer artificial
intelligence, now oversees his work, while Parakhin will
temporarily report to the chief technology officer.
Amazon (NASDAQ:AMZN) – Amazon is contesting a
$34.6 million fine imposed by CNIL, the French data protection
body, for a system considered “excessively intrusive” in monitoring
employees. The company claims the systems are standard in the
industry and essential for security and efficiency.
Dell Technologies (NYSE:DELL) – Dell
Technologies reduced its workforce as part of an initiative to cut
costs, including limiting hiring and reorganizations. With about
120,000 employees in February 2024, down from 126,000 the previous
year, the layoffs reflect the decline in PC demand, contributing to
an 11% drop in fourth-quarter revenue. Dell also notes a continued
reduction in revenue from other businesses due to changes in the
commercial relationship with VMware
(NYSE:VMW).
Equinix (NASDAQ:EQIX) – Equinix announced on
Monday an independent investigation conducted by its audit
committee in response to allegations made by short-seller
Hindenburg Research in its recent report. The allegations concern
accounting practices and were denied by Equinix.
Salesforce (NYSE:CRM) – Salesforce faces the
challenge of integrating generative AI into its portfolio amid
fierce competition in a market estimated at $40 billion. The
company has integrated generative AI with Einstein Copilot and
customizable tools, seeking to transform sales and customer
service. Success in this reinvention promises to accelerate
business growth.
Ericsson (NASDAQ:ERIC) – Ericsson announced on
Monday the layoff of about 1,200 employees in Sweden as part of
cost-cutting measures due to reduced customer spending on 5G
equipment. With slowing sales, the company faces a challenging
market in 2024.
Flutter Entertainment (NYSE:FLUT) – Flutter, a
world leader in online betting, forecasts a 30% increase in its
core profit this year, driven by the exceptional growth of its
American brand Fanduel, with an estimated profit in the US between
$635 million and $785 million. The company also expects a core
profit of $1.63 billion to $1.83 billion in other markets.
DraftKings (NASDAQ:DKNG) – Shares of DraftKings
have shown an impressive increase of almost 170% over the last 12
months. Ben Chaiken of Mizuho initiated coverage of the shares with
a buy rating and a target price of $58, highlighting the company’s
underestimated profit potential. He emphasized the reduction of
external marketing costs in established states and operational
leverage as promotional expenses decrease. Chaiken also mentioned
opportunities for improvement in customer retention and maximizing
free cash flow. DraftKings shares are up 1.2% in Tuesday’s
pre-market.
GameStop (NYSE:GME) – GameStop shares saw their
best performance in over three months on Monday, ahead of the
anticipated quarterly earnings report, ending the day with a 15.4%
increase, the largest since December 13, 2023. The fourth-quarter
results will be announced after the market closes on Tuesday.
Analysts expect earnings of 30 cents per share and revenue of $2.05
billion.
Digital World Acquisition (NASDAQ:DWAC) –
Shares of Digital World Acquisition surged on Monday following the
official completion of its merger with Donald Trump’s social media
company. The SPAC is now named Trump Media & Technology Group
Corp (NASDAQ:DJT).
WeWork (NYSE:WE) – Adam Neumann and his
associates have proposed to buy the bankrupt WeWork for more than
$500 million, potentially bringing the controversial startup
founder one step closer to regaining control. This move marks
another chapter in the company’s tumultuous history.
United Parcel Service (NYSE:UPS) – The past
year was challenging for UPS, which revised its three-year targets
in 2021. Shares, which closed above $200 in June 2021, are now
around $156.57. The company will discuss its strategies at a
crucial event on Tuesday in Louisville, Kentucky.
Boeing (NYSE:BA) – Boeing CEO Dave Calhoun will
step down by the end of the year, along with board chairman Larry
Kellner and Stan Deal from the commercial airplanes business, amid
a management shift due to a safety crisis exacerbated by recent
incidents. Boeing’s board has begun the search for a new CEO, and
the successor will face challenges in rebuilding trust with
regulators, customers, and the public as the company seeks external
solutions. Additionally, the labor union IAM District 751,
representing 32,000 Boeing workers in Washington, seeks a seat on
the company’s board, aiming for greater influence. Boeing is
reviewing union proposals during ongoing contract negotiations.
Tesla (NASDAQ:TSLA) – Tesla will offer US
customers a one-month free trial of its Full Self-Driving (FSD)
technology, as revealed by CEO Elon Musk on Monday, in response to
sales and profit margin pressures. Musk hopes to boost FSD
adoption, though the rate has been declining in North America. In
other related news, Canada’s leading port is registering a
significant increase in car imports from China, surpassing arrivals
from the US and Mexico, with Tesla shipping electric vehicles from
its Shanghai Gigafactory. Chinese shipments have quadrupled over
the last year, driven by Tesla.
Lucid (NASDAQ:LCID) – Lucid will secure $1
billion in financing from an affiliate of the Saudi Public
Investment Fund (PIF). The investment reflects Lucid’s competitive
advantage, with the Saudi government seeking to diversify its
economy. The company plans to use the funds for corporate purposes
and capital expenditures.
Fisker (NYSE:FSR) – Fisker’s lack of funds led
to the collapse of negotiations with a major automaker, while the
New York Stock Exchange plans to delist its shares due to
“abnormally low” prices. Failing to meet financial obligations, the
company faces uncertainties about its future, with speculations
about possible bankruptcy.
Stellantis NV (NYSE:STLA) – Stellantis is
cutting about 400 white-collar jobs in the US as the Jeep and Ram
automaker transitions to electric vehicles. The move, affecting 2%
of the global engineering, technology, and software team, takes
effect on March 31.
Citigroup (NYSE:C) – Citigroup is in the final
stages of a broad overhaul to simplify its structure and improve
performance, reducing 5,000 employees since September. CEO Jane
Fraser announced the largest personnel reorganization, part of a
goal to globally reduce 20,000 jobs over the next two years.
MicroStrategy (NASDAQ:MSTR), Coinbase
Global (NASDAQ:COIN) – Shares of MicroStrategy and
Coinbase, linked to cryptocurrency, saw pre-market increases of
4.4% and 2.5%, respectively, as Bitcoin
(COIN:BTCUSD) rallied, nearing the $71,000 mark.
Carlyle Group (NASDAQ:CG) – Carlyle Group is
exploring options for Hexaware Technologies, including a possible
initial public offering that could raise $1 billion. Other
alternatives include selling stakes to companies or investors.
Hexaware provides IT and business process services.
Blackstone (NYSE:BX) – Blackstone-owned Crown
Resorts retained its license to operate the Melbourne casino,
addressing irregularities including tax evasion and money
laundering. Victoria’s gaming regulator considers the issues
resolved but maintains strict oversight. Crown paid fines of $163
million.
Novo Nordisk (NYSE:NVO) – Novo Nordisk
announced on Monday the acquisition of Cardior Pharmaceuticals for
up to $1.1 billion, aiming to bolster its cardiovascular portfolio
and expand its focus beyond diabetes and weight-loss therapies. The
deal includes Cardior’s leading compound, CDR132L, currently in
mid-stage Phase II clinical trials for treating heart failure, with
plans to also investigate its efficacy in cardiac hypertrophy. The
transaction, expected to close in the second quarter, will not
impact Novo Nordisk’s operational profit targets for 2024.
AbbVie (NYSE:ABBV) – AbbVie plans to acquire
Landos Biopharma for up to $212 million, expanding its arsenal of
drugs for immune system diseases. Landos is in mid-stage trials of
NX-13 for ulcerative colitis. The deal is anticipated to close in
the second quarter.
AstraZeneca (NASDAQ:AZN),
Pfizer (NYSE:PFE) – CEOs of AstraZeneca and Pfizer
expressed support for the expansion of the biopharmaceutical
industry in China, highlighting the country’s crucial role in
innovation and the development of new drugs. This comes as the US
considers legislation to reduce the pharmaceutical industry’s
dependence on Chinese manufacturing.
McDonald’s (NYSE:MCD) – McDonald’s ended its
partnership in Sri Lanka, closing 12 outlets due to “standard
issues”. While specifics were not detailed, local reports suggest
concerns about hygiene. The country is recovering from a financial
crisis.
Albertsons (NYSE:ACI), Kroger
(NYSE:KR) – A Colorado court scheduled a preliminary hearing to
assess the proposed acquisition of Albertsons by Kroger in
mid-August, ahead of a US antitrust challenge. The companies agreed
to postpone the FTC’s proceedings to a later date.
Unilever (NYSE:UL) – Amsterdam may surpass
London as the potential headquarters for Unilever’s ice cream unit,
valued at $18.4 billion, according to the company’s CEO. The
Netherlands is favored following Unilever’s restructuring
announcement last week.
Equinix (NASDAQ:EQIX)
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