Meta Platforms (NASDAQ:META) – Meta announced
the expansion of its AI-generated ad products, enabling the
automatic creation of image variations and text overlay. The tool,
currently in testing, aims to simplify campaign creation but faces
concerns about third-party use of intellectual property.
Apple (NASDAQ:AAPL) – Chinese shipments of
iPhones increased by 12% in March, following price reductions by
Apple Inc. and its retailers, according to official data. This
boost contrasts with a previous 37% drop in the early months of
2024, reflecting the company’s efforts to stabilize sales.
Additionally, on Tuesday, Apple launched its latest iPad Air and
iPad Pro with an AI focus, aiming to catch up with rivals in the
tech race. The tablet features the new M4 chip, equipped with a
“neural engine” for AI computing. Prices start at $1,000. The
company seeks to showcase its AI capabilities at the upcoming
developers’ conference. In other news, the National Labor Relations
Board ruled that a manager at an Apple retail store in Manhattan
violated U.S. labor law by questioning an employee about their
support for a union campaign. The decision also confirmed that
Apple illegally banned the distribution of union flyers.
Microsoft (NASDAQ:MSFT) – After Chinese hackers
breached thousands of emails from the U.S. State Department via
Microsoft, security measures were strengthened, increasing system
protection from 5% to 95%. Although Microsoft blocked the hackers’
access, the vulnerability of Office 365 was exposed. In response,
Microsoft implemented a generative AI model, GPT-4, in an isolated
cloud for U.S. intelligence agencies, advancing the use of AI in
high-security applications. Meanwhile, the company is closing game
studios to invest more in the Xbox game portfolio. It also faces
accusations of anti-competitive practices by Spanish startups and
closed the engineering section of its development center in
Nigeria, opened two years ago, retaining only the Nairobi
center.
Intel (NASDAQ:INTC), Qualcomm
(NASDAQ:QCOM) – The U.S. revoked export licenses for Intel and
Qualcomm to send chips to Huawei. The move follows criticism after
the release of Huawei’s MateBook X Pro laptop featuring Intel’s
Core Ultra 9 processor. The action aims to enhance national
security and restrict Chinese technological advancement.
Alphabet (NASDAQ:GOOGL) – Eric Schmidt, former
CEO of Google, admitted he considered acquiring TikTok but
abandoned the idea. He advocates for regulating the app in the
U.S., viewing it as a medium of communication, urging regulation
similar to television. In other news, Google launched the Pixel 8a
for $499, featuring an improved display and AI features, aiming to
attract budget-conscious buyers. Additionally, it also reduced the
price of the Pixel Tablet. The move seeks to increase
competitiveness in phones and tablets, while Pixel devices are now
manufactured in Vietnam.
Amazon (NASDAQ:AMZN) – On Tuesday, Amazon
unveiled its first of twelve major electric platforms from Volvo,
aimed at collecting loads from the busy California seaport. The
company expands its vehicle electrification from ports to
customers, crucial for achieving zero carbon emissions by 2040.
Additionally, Telefonica Germany will transfer one million 5G
customers to the Amazon Web Services (AWS) cloud, aiming to reduce
costs and increase scale. The global cloud telecommunications
market is expected to reach $108.7 billion by 2030.
Nextdoor Holdings (NYSE:KIND) – Nextdoor
Holdings added Marissa Mayer, former CEO of Yahoo, to the board as
part of a leadership overhaul. Tolia, CEO, highlights the new
members’ experience in the tech sector. The company faces
challenges, with its shares dropping about 80% since 2021.
Instacart (NASDAQ:CART), Uber
(NYSE:UBER) – Instacart customers in the U.S. can now order from
hundreds of thousands of restaurant partners on Uber Eats through
their app. Uber hopes the collaboration will boost business for
restaurants and delivery drivers. Instacart Plus subscribers will
have free delivery on orders over $35.
Tesla (NASDAQ:TSLA) – Elon Musk proposed
testing Tesla’s advanced driver-assistance system in robotaxis in
China, aiming to offer shared transportation services. Chinese
authorities showed receptiveness but did not immediately approve
widespread use of the Full Self-Driving (FSD) functions, according
to China Daily.
General Motors (NYSE:GM) – GM plans to
capitalize on Tesla’s downsizing, with a GM recruiter contacting
former interns dismissed by the electric vehicle manufacturer. GM
is eyeing the available talent to integrate into its team,
following the trend of hiring former Tesla executives for key
roles, such as Kurt Kelty and Jens Peter Clausen.
Royal Caribbean Group (NYSE:RCL) – Royal
Caribbean Group is expanding its global workforce to meet the
growing demand for cruises. It plans to hire 10,000 workers this
year. The company is exploring new markets and has already
contacted countries such as the British Virgin Islands, Gambia, and
St. Maarten for recruitment.
Ryanair (NASDAQ:RYAAY) – Ryanair lowered its
ticket price projections, expecting fares to be up to 5% lower in
the U.S. summer due to grounded aircraft and supply chain delays.
CEO Michael O’Leary previously predicted a 5% to 10% increase,
which did not materialize.
Walmart (NYSE:WMT) – Wall Street eagerly awaits
the earnings results from retail giants like Walmart and Target to
assess consumer spending habits, with mixed signals of strength and
weakness in discretionary spending. Recent earnings from well-known
companies such as Starbucks, McDonald’s, and Amazon.com raise
concerns about U.S. consumer spending.
Macy’s (NYSE:M) – Guggenheim Partners is in
talks with creditors, including private credit firms, to finance a
potential acquisition of Macy’s by investment firms Arkhouse
Management and Brigade Capital Management for $6.6 billion. The
financing could reach up to $1.4 billion in debts, divided into
various transactions with different collaterals. Guggenheim is
seeking a $650 million loan at the operational level and
considering investors for debts secured by Macy’s real estate
assets, potentially exceeding $700 million, through the commercial
mortgage-backed securities market.
Levi Strauss (NYSE:LEVI) – Levi Strauss
concluded a lawsuit against Brunello Cucinelli over alleged
infringement of its registered pocket trademark. The settlement,
confirmed by Levi, ended the case in Oakland, California. The
dispute arose in January, with Levi alleging copies of its tab. The
terms of the settlement were not disclosed.
Peloton (NASDAQ:PTON) – Multiple private equity
firms are considering acquiring Peloton, as the fitness company
seeks to refinance its debt after 13 quarters of losses. Talks with
potential investors are ongoing, but no official comment has been
made by Peloton.
KKR & Co (NYSE:KKR) – Perpetual Limited
(ASX:PPT), an Australian investment fund, announced that KKR &
Co plans to acquire its wealth management and corporate funds
businesses for $1.43 billion.
Goldman Sachs (NYSE:GS) – Goldman Sachs
appointed Robert Kaplan, former president of the Federal Reserve
Bank of Dallas, as vice-chairman. He will provide global strategic
consulting and collaborate with teams in banking, global markets,
and asset management.
Morgan Stanley (NYSE:MS) – Morgan Stanley
adjusted its forecast, now predicting that the U.S. Federal Reserve
will start reducing interest rates in September, instead of July.
The bank maintains its expectation of three 25 basis point cuts
throughout the year, noting indicators that suggest imminent
disinflation.
JPMorgan Chase (NYSE:JPM) – JPMorgan is
restricting its dealings with Segantii Capital Management Ltd., of
Simon Sadler, following insider trading allegations in Hong Kong.
The measure involves avoiding new trades and additional funding,
reflecting global banks’ caution related to the situation.
Mastercard (NYSE:MA) – Several leading U.S.
banks are collaborating with Mastercard in a trial of shared ledger
technology. The goal is to simplify the settlement of tokenized
assets, such as cash and securities, to make transactions faster
and safer, potentially revolutionizing the financial sector.
BP plc (NYSE:BP) – BP softened its language
about reducing oil and gas production by 2030 to appease investors.
CEO Murray Auchincloss focuses on returns, maintaining the 25%
reduction target. The company faces pressure to invest more in oil
and gas, prioritizing returns over volume.
International Paper (NYSE:IP) – International
Paper declined to comment on reports of a takeover offer by
Brazilian company Suzano. IP maintains its focus on the planned
acquisition of DS Smith Plc. If realized, the potential offer could
interfere with the pending transaction.
Perpetual (ASX:PPT)
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