BHP (NYSE:BHP), Anglo American
(LSE:AAL) – BHP announced a $38.8 billion bid for Anglo American,
boosting the latter’s shares by 12.4%. The proposal, aiming to
create the world’s largest copper miner, offers a 31% premium to
Anglo’s shareholders, who are reviewing the offer. The deal could
trigger a wave of consolidation in the industry, with BHP aiming to
strengthen its position in the copper sector, crucial for the
global energy transition.
Micron Technology (NASDAQ:MU) – U.S. President
Joe Biden will unveil in Syracuse, New York, a preliminary deal
with Micron Technology for up to $6.14 billion in chip plant
subsidies, boosting national manufacturing and reducing foreign
dependence. The historic investment promises to create over 70,000
jobs. Biden will highlight his administration’s role in
revitalizing the industry and national security during his visit.
Micron’s shares rose 0.6% in pre-market trading.
Meta Platforms (NASDAQ:META),
Microsoft (NASDAQ:MSFT), Alphabet
(NASDAQ:GOOGL) – Investors are expressing growing unease with the
massive investments in artificial intelligence by tech giants,
especially after Meta announced plans for more robust spending.
Significant drops in the stocks of Meta, Microsoft, and Alphabet
reflect concerns about the rising costs of generative AI while the
industry seeks to monetize these technological advances.
Meta Platforms (NASDAQ:META) – An adviser to
the Court of Justice of the EU recommended that Meta Platforms’
Facebook not use public information about users’ sexual orientation
for personalized advertising, according to EU data protection
rules. The non-binding opinion arises from a case involving privacy
activist Max Schrems and highlights the need to preserve user
privacy. The final decision is expected in the coming months.
Apple (NASDAQ:AAPL) – The senior leader of
product marketing for Apple’s new Vision Pro headset, Frank
Casanova, retired after the launch. With 36 years at the company,
Casanova had key roles, including driving the iPhone’s expansion.
The Vision Pro, priced at $3,499, points to Apple’s vision for the
future of computing but faces challenges after a promising
start.
Nvidia (NASDAQ:NVDA) – Nvidia announced the
acquisition of Israeli startup Run:ai, specializing in AI resource
management software. The deal, whose value was not disclosed,
strengthens the collaboration that began in 2020. Nvidia also plans
to acquire Deci AI, according to sources. Israel is a key market
for Nvidia, which has already made several acquisitions in the
country, including Mellanox Technologies Ltd. for $7 billion in
2020.
Taiwan Semiconductor Manufacturing Co.
(NYSE:TSM) – TSMC unveiled that its new “A16” chip technology will
be in production in the second half of 2026, challenging Intel
(NASDAQ:INTC) in speed. TSMC believes AI chip companies will be the
first to adopt the technology, without needing new expensive
machine tools.
ASML (NASDAQ:ASML) – Christophe Fouquet, 50,
takes over as the new CEO of ASML, Europe’s largest technology
company. Without the need for a vote, his appointment was approved
at the annual meeting in Veldhoven, Netherlands. Fouquet, a 15-year
veteran at the company, replaces Peter Wennink, who retires after
leading ASML since 2014.
Cisco Systems (NASDAQ:CSCO) – Cisco Systems
revealed that hackers compromised some of its digital security
devices, exploiting unknown vulnerabilities in the Adaptive
Security Appliances. The group, identified as “UAT4356”, was
described as sophisticated and state-sponsored, targeting global
government networks. The vulnerabilities have been fixed, but
immediate software updates by customers are required.
General Motors (NYSE:GM) – The total
compensation of General Motors CEO Mary Barra in 2023 fell to $27.8
million, while that of President Mark Reuss rose to nearly $18
million. The Chief Financial Officer Paul Jacobson received $11.1
million, and the General Counsel Craig Glidden, $11.5 million.
Toyota (NYSE:TM) – Toyota Motor announced on
Thursday that it reached global sales and production records for
the year ending March 31, driven by strong demand and a lack of
semiconductor supply constraints. However, it plans to delay the
production of electric vehicles in the U.S. to ensure quality.
Additionally, Toyota will partner with China’s Tencent, while
Nissan will join forces with Baidu (NASDAQ:BIDU),
highlighting the importance of artificial intelligence for
automakers. The partnerships reflect the need for Japanese
automakers to adapt to technological changes in China. Moreover,
Toyota launched a public transport pilot with nine fully electric
Hilux Revo pickups in Thailand, where Chinese brands challenge
Japanese dominance. The pickups were adapted for public transport.
This move occurs as China invests billions in the region.
XPeng (NYSE:XPEV) – The Chinese electric
vehicle manufacturer revealed that the European Commission’s
investigation into Chinese EVs and regulatory changes may require
investments in overseas factories or suppliers. The company aims to
increase its global presence, with the U.S. being a target market,
despite current challenges.
VinFast (NASDAQ:VFS) – Vietnamese billionaire
Pham Nhat Vuong plans to inject another $1 billion of his personal
fortune into VinFast, also considering listings of other companies
he controls. Vuong, chairman of Vingroup, highlighted his
commitment to VinFast despite the losses.
Southwest Airlines (NYSE:LUV) – Southwest
Airlines flight attendants approved a new contract with an
immediate 22% wage increase, in a collective bargaining agreement
voted by nearly 20,000 employees. The contract includes annual
raises of 3% until May 2028, after two previous negotiation
attempts.
Morgan Stanley (NYSE:MS) – Morgan Stanley
Private Equity Asia (PEA) is restructuring its teams in the region
due to the retirement of the current CEO for Asia, Chin Chou,
according to an internal memo. The team will focus on investments
in China, with Jun Xu leading private equity investments in the
country.
Goldman Sachs (NYSE:GS), Bank of
America (NYSE:BAC) – Shareholders of Goldman Sachs and
Bank of America rejected proposals to separate the roles of CEO and
chairman, defying proxy advisor recommendations. Most investors
appear satisfied with the performance and do not want to risk
corporate stability, despite increased support for separating the
roles. Additionally, Goldman Sachs hired two senior bankers in
India to capitalize on the growing investor interest in the
country. Sunil Khaitan will lead financing, while Kamna Sahni will
handle Mergers and Acquisitions (M&A) in Mumbai. Both come from
Bank of America and will join Goldman in the coming months.
UBS Group AG (NYSE:UBS) – A recent lawsuit by
Appaloosa LP accuses the former Credit Suisse of misleading
investors about its stability before $17 billion in bonds were
wiped out in a rescue led by UBS. Credit Suisse, its CEO, and
former chairman are accused of lying about its liquidity.
Jefferies (NYSE:JEF) – Jefferies Financial
Group CEO Rich Handler sold $65 million in company shares to buy a
personal yacht. He sold 1.5 million shares at $43.50 each to
finance the purchase. He plans to buy a Westport 164 yacht from
billionaire Tilman Fertitta, remaining optimistic about Jefferies.
Handler, in office for 23 years, now owns 19.25 million shares
valued at over $850 million. The sale represents 7% of his
holdings.
Blackstone (NYSE:BX) – Blackstone agreed to
acquire Tropical Smoothie Cafe, valued at $2 billion. The chain,
started on a Florida beach, now operates over 1,400 locations in 44
states, offering smoothies, wraps, and sandwiches. The transaction
marks Blackstone’s latest investment in franchises.
Walgreens Boots Alliance (NASDAQ:WBA) –
Walgreens is establishing a new center focused on cell and gene
therapies for patients with complex chronic diseases, such as
cancer and cystic fibrosis, in Pittsburgh. This service, which will
conduct necessary checks and verifications, is part of Walgreens’
strategy to expand its pharmacy and health business.
Rubrik – Rubrik priced its initial public
offering at $32 per share, exceeding its target range of $28 to
$31. With 23.5 million shares, it plans to raise $752 million. Its
revenues reached $627.9 million in the most recent fiscal year,
with an increase in the number of customers.
Anglo American (LSE:AAL)
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