Berkshire Hathaway (NYSE:BRK.A),
Chubb (NYSE:CB) – Chubb’s stock increased by
approximately 9.3% after Berkshire Hathaway disclosed its
acquisition of nearly 26 million shares of the property and
casualty insurer, representing a $6.7 billion investment. As a
result, Chubb became Berkshire’s ninth-largest holding by the end
of March, as recorded in a new regulatory document.
Netflix (NASDAQ:NFLX) – Netflix revealed that
40 million monthly active users have now adopted its ad-supported
plan, compared to 5 million the previous year. Netflix also
announced it will stream NFL games on Christmas this year,
extending into 2025 and 2026. This marks the first time it has
licensed league rights and streamed live football. The deal
reflects a desire to attract sports audiences and boost the
advertising market.
Comcast (NASDAQ:CMCSA) – Major League Baseball,
the National Hockey League, and the National Basketball Association
expressed concern over the imminent bankruptcy of broadcaster
Diamond Sports, stressing that the lack of a new deal with Comcast
could be fatal. The leagues, in a hearing, requested more
information on the impasse in negotiations.
Walt Disney (NYSE:DIS) – CEO Bob Iger announced
a drastic reduction in investment in programming for traditional
television networks, aiming to maximize audiences and profits in
the streaming era. Shows like “Abbott Elementary” quickly
transitioned to Hulu, attracting a younger audience.
Paramount Global (NASDAQ:PARA),
Amazon (NASDAQ:AMZN) – Paramount Global is in
talks with Amazon to strengthen ties between their media
operations, including possible combined channel and advertising
sales. It is also considering a streaming partnership with Comcast
to boost Paramount+, its already popular streaming service on
Amazon’s channel store. Meanwhile, it faces acquisition offers from
David Ellison and Apollo Global Management (NYSE:APO) to address
financial challenges, following the replacement of CEO Bob Bakish
with a new trio of leaders.
Trump Media & Technology Group (NASDAQ:DJT)
– Hudson Bay Capital Management, Geode Capital Management, and
Morgan Stanley are among the investors who acquired positions in
Trump Media & Technology Group in the first quarter, securities
records showed. On Wednesday, Trump Media informed the U.S.
Securities and Exchange Commission that it would delay its
quarterly filing due to the appointment of a new auditor after the
dismissal of the previous one, accused of fraud.
Microsoft (NASDAQ:MSFT) – Microsoft is
encouraging employees in China to consider relocating outside the
country due to increasing tensions between the U.S. and China over
technologies like artificial intelligence and semiconductors. About
700 to 800 people received the offer, mainly Chinese engineers.
Apple (NASDAQ:AAPL) – Coatue Management
dissolved its stake in Apple Inc. in the first quarter, while
Viking Global Investors built a substantial new position. Other
major investors, such as Berkshire Hathaway, also reduced their
stakes in Apple but praised the company.
Alphabet (NASDAQ:GOOGL) – Google is enhancing
security in Android 15, revealed at the annual Google I/O
conference. With anti-theft features, fraud protection, and a
private space, it targets competition from Apple. Google also
highlighted the growth of its ecosystem, including Wear OS and
Android TV.
Palo Alto Networks (NASDAQ:PANW),
IBM (NYSE:IBM) – Palo Alto is acquiring cloud
security assets from IBM, including QRadar software, strengthening
its Cortex Xsiam platform. The partnership aims to expand
consulting and customer base. Meanwhile, IBM retains QRadar for
local data centers but promotes the transition to Cortex Xsiam. The
transaction is expected to be completed by September. Additionally,
IBM plans to add 800 new employees in Ireland, marking the
country’s largest multinational sector job announcement this year.
These hires will focus on research and development, digital sales,
and consulting, boosting the Irish technology ecosystem in key
growth areas.
Taiwan Semiconductor Manufacturing Co.
(NYSE:TSM) – A fatal explosion occurred at TSMC’s construction site
in Arizona. Cesar Anguiano-Guitron, a 41-year-old driver, was
killed while inspecting a waste tank. The local union expressed
concern for safety, while TSMC is cooperating with
investigations.
BlackRock (NYSE:BLK) – BlackRock revealed that
only about 58% of votes at its annual meeting supported executive
compensation. All 16 nominated directors received majority votes.
Proxy advisors recommended votes against, citing concerns with the
award determination processes. The company aims to engage with
shareholders to address their concerns about executive compensation
and respond to questions about its investment approach and
corporate policies.
Corebridge Financial (NYSE:CRBG) – Nippon Life
Insurance agreed to acquire 20% of Corebridge Financial for about
$3.8 billion, its largest deal to date in the U.S. The transaction
includes a strategic partnership with American International Group
(NYSE:AIG) and is subject to regulatory approval.
Goldman Sachs (NYSE:GS) – Goldman Sachs is
expanding its middle-market business to diversify revenue, after
recruiting Kerry Burke from Evercore and Eddie Rubin from Lazard,
as part of a strategy to advise mid-sized businesses on
transactions up to $2 billion.
Visa (NYSE:V) – Visa is launching an innovative
technology to share shopping preference information with retailers,
using proprietary “tokens” for security. CEO Ryan McInerney
emphasizes consumer control over shared data. Visa will also
introduce facial recognition payments and flexible credentials in
the U.S.
Anglo American (LSE:AAL) – According to
Reuters, Anglo American has suspended global hiring, aiming to
streamline and increase value, after resisting a $43 billion
acquisition offer from BHP Group (NYSE:BHP).
Refocusing on copper, the company is shutting down less profitable
businesses and facing investor pressure.
Exxon Mobil (NYSE:XOM) – Exxon requested that
proxy advisor Glass Lewis abstain from recommendations at its
upcoming shareholder meeting, citing conflict of interest due to
Glass Lewis’s affiliation with ICCR, which is critical of Exxon’s
legal actions. Glass Lewis recommended voting against independent
director Joseph Hooley.
Uber Technologies (NYSE:UBER) – Uber is
diversifying its services, now offering bus transportation to
airports and events, along with a partnership with Costco
Wholesale (NASDAQ:COST) for deliveries via Uber Eats. The
expansion aims to sustain growth, focusing on cost-effective
options and strategic partnerships. Additionally, a U.S. judge
dismissed a class action lawsuit against Uber, accused of
concealing its use of a Dutch subsidiary as a tax haven. The judge
found no evidence of false statements, noting that the company
based its European operations in Amsterdam for tax reasons, not
personal ones, as claimed.
Tesla (NASDAQ:TSLA) – A U.S. judge rejected
Tesla’s attempt to dismiss a lawsuit alleging the company misled
owners about the autonomous driving capability of its electric
vehicles. The suit, led by Thomas LoSavio, seeks compensation for
owners who believed Tesla’s claims since 2016.
Toyota Motor (NYSE:TM) – Toyota is testing its
new electric Hilux pickup truck in Thailand, aiming for local
production by 2025. With the Thai market being crucial, the
automaker faces increasing competition from Chinese electric
vehicle manufacturers. The focus is on understanding and meeting
customer needs while expanding hybrid sales in the region.
Honda Motor (NYSE:HMC) – Japan’s Honda
announced a significant increase in its investment in
electrification and software, reaching about $65 billion by 2030.
CEO Toshihiro Mibe emphasized the importance of securing reliable
batteries and reducing costs before focusing on advanced software
vehicles.
Nio (NYSE:NIO) – Nio announced the annual
launch of new models under its Onvo brand, with prices comparable
to gasoline vehicles, targeting the family market in China. The
first Onvo L60 SUV was launched at a price 12% lower than Tesla’s
Model Y. The company is also investing in electric vehicle
infrastructure, including battery swapping stations, aiming to
generate additional revenue as its user base grows.
Volaris Airlines (NYSE:VLRS) – The U.S.
Department of Transportation will impose a fine of up to $300,000
on Volaris Airlines for tarmac delays that violate federal law. In
two incidents, one in Houston in 2021 and another in St. Louis in
2022, passengers were unable to deplane due to long delays.
Pfizer (NYSE:PFE) – Pfizer agreed to pay up to
$250 million to settle over 10,000 lawsuits in the U.S. related to
the cancer risks of Zantac, according to the Financial Times. The
settlement aims to mitigate Pfizer’s liability amid concerns about
the medication.
Tyson Foods (NYSE:TSN) – CEO Donnie King of
Tyson Foods expressed uncertainty about the timing of a significant
rebuild of the U.S. cattle herd due to supply shortages, impacting
the company’s beef business. Lower feed costs and better grazing
conditions are encouraging, but high interest rates are a hurdle.
Additionally, King reported that the reintroduction of some
antibiotics is yielding positive results, with healthier birds
gaining more weight and experiencing less early mortality. The
company adjusted its antibiotic policy to focus on poultry health
and operational efficiency.
Mondelez (NASDAQ:MDLZ) – Swedish fund AP7 will
vote in favor of a resolution requiring Mondelez to conduct an
independent study on the risks of continuing operations in Russia.
The non-binding resolution will be voted on at the company’s annual
meeting.
Lululemon Athletica (NASDAQ:LULU) – Lululemon
will acquire the operations and retail stores of its franchise
partner in Mexico. The local franchisee, Lululemon Mexico, has
operated 15 stores since 2017. All employees will be absorbed by
Lululemon. Financial terms were not disclosed.
On Holding (NYSE:ONON) – Swiss shoe
manufacturer On Holding signed a sponsorship deal with 22-year-old
tennis player Flavio Cobolli, elevating him to its select group of
athletes. He will wear On apparel at the French Open in May. The
company, whose deals include Roger Federer, aims to expand its
global presence.
Victoria’s Secret (NYSE:VSCO) – Victoria’s
Secret will revive its iconic angel wing runway show in the third
quarter. After an attempt on Amazon Prime Video in 2023, the
company returns to tradition.
GameStop (NYSE:GME), AMC
Entertainment (NYSE:AMC) – GameStop recorded a 15.8% drop
in pre-market trading, following a 19% decline on Wednesday, while
AMC Entertainment saw a 12% drop in pre-market trading after a 20%
decline the previous day. Despite recent drops, both stocks still
posted significant gains over the week, driven by strong rallies on
Monday and Tuesday.
Earnings
AST SpaceMobile (NASDAQ:ASTS),
AT&T (NYSE:T) – Shares of AST SpaceMobile
jumped 36.8% in pre-market trading after announcing a commercial
agreement with AT&T to provide its satellite broadband network
directly to mobile devices. Meanwhile, AT&T shares rose 0.6%.
Additionally, AST SpaceMobile reported a loss per share of 16 cents
in the first quarter, better than the 23-cent loss in the same
period last year and estimates of a 21-cent per-share loss. The
company reported revenue of $500,000, missing revenue estimates of
$5.50 million.
Cisco Systems (NASDAQ:CSCO) – Cisco Systems
shares rose 4.5% in pre-market trading after the tech company
reported adjusted earnings of 88 cents per share in the third
fiscal quarter, with revenues of $12.70 billion. The results
exceeded analysts’ expectations of 82 cents per share and $12.53
billion in revenue, as reported by LSEG.
Baidu (NASDAQ:BIDU) – Shares of the Chinese
internet search provider rose 2% in pre-market trading, driven by
demand for its AI cloud business. Its net profit fell 6% to 5.45
billion renminbi. Excluding extraordinary items, profits would have
increased 24% to 19.91 renminbi per share, or $2.76 per U.S. share.
Revenue rose 1% to $4.37 billion (31.5 billion renminbi), with the
core Baidu and its AI service Ernie offsetting the decline in its
video streaming service iQIYI. Analysts expected a profit of $2.21
per share and sales of $4.34 billion.
B. Riley Financial (NASDAQ:RILY) – B. Riley
shares are steady in pre-market trading after reporting a loss of
$1.71 per share in the first quarter, contrasting with a net profit
of 51 cents last year. Revenue for the period was $343.03 million.
The company maintained its quarterly dividend at 50 cents per
share, after halving it in February.
Hawkins (NASDAQ:HWKN) – Hawkins shares are
steady in pre-market trading after reporting revenue of $223
million, compared to the consensus estimate of $217.49 million in
the fourth quarter, a 2% drop from the same period last year. The
company reported earnings per share of $0.66, below the $0.68
expected by analysts. Management expressed caution about the
performance of its industrial sector over the next 12 months,
noting that while moderately optimistic, they still expect economic
and competitive pressures to affect many of their clients,
impacting demand.
GameStop (NYSE:GME)
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