Exxon Mobil (NYSE:XOM) – The California Public
Employees’ Retirement System (CalPERS) announced it will vote
against Exxon’s 12 board nominees, citing the company’s legal
action against activist investors. CalPERS warned in a letter that
such legal action could diminish investors’ roles and rights in
influencing the company’s financial outcomes. The vote will take
place at Exxon’s shareholder meeting on May 29. Shares are down
0.4% in pre-market trading.
Microsoft (NASDAQ:MSFT) – Microsoft launched a
new category of AI-focused PCs, called “Copilot+”, during an event
in Redmond, Washington. These computers, to be sold in partnership
with Acer and Asustek, are designed to run AI tasks directly on the
device without relying on data centers. Shares rose 0.4% in
pre-market trading.
Dell Technologies (NYSE:DELL),
Qualcomm (NASDAQ:QCOM) – Dell Technologies
revealed a line of AI PCs equipped with Qualcomm chips and
announced a new server compatible with Nvidia, available in the
second half of 2024. The launches aim to boost the AI server market
and prepare for the expected recovery in the post-pandemic PC
market. Dell’s shares rose 0.7% in pre-market trading.
Nvidia (NASDAQ:NVDA) – Jensen Huang, CEO of
Nvidia, stated that the partnership with Dell will democratize the
use of artificial intelligence, enabling more companies and
organizations to develop their own “AI factories.” In an interview
with Bloomberg Television in Las Vegas, he highlighted the
complexity of the required infrastructure, involving a complete
hardware and software solution. Additionally, traders expect
significant volatility in Nvidia’s shares after earnings are
released, but the expected volatility is lower than in previous
periods, according to US options markets. Shares could vary by 8.7%
until Friday, potentially impacting the market value by $200
billion. Despite the significance, the movement is below the 16.4%
of the last earnings report and the 12% average of the last eight
quarters.
Foxconn (USOTC:FXCOF), Apple
(NASDAQ:AAPL) – Vietnamese authorities requested that Foxconn,
Apple’s supplier, voluntarily reduce energy consumption by 30% at
its northern Vietnam factories to avoid a repeat of last year’s
power shortage, which led to over a billion dollars in production
losses. Additionally, Apple is contesting a $1.9 billion fine
imposed by the European Union, alleging obstruction of competition
in the music streaming market. The company has appealed to the EU
General Court in Luxembourg to annul the decision, which also
includes restrictions on informing users of external offers.
IBM (NYSE:IBM) – IBM will launch AI models as
open-source software and collaborate with Saudi Arabia to train an
AI system in Arabic. Unlike companies like Microsoft, which protect
their models, IBM opts for open access, allowing customizations
through its paid tool, Watsonx.
ASML Holding NV (NASDAQ:ASML), Taiwan
Semiconductor Manufacturing Co. (NYSE:TSM) – ASML and TSMC
have mechanisms to disable their advanced chip manufacturing
machines in the event of a Chinese invasion of Taiwan. This
capability is part of concerns expressed by US authorities in talks
with Dutch and Taiwanese representatives about the potential
consequences of a conflict. ASML can remotely shut down these
machines, essential for producing advanced semiconductors used in
technology and defense applications.
Trump Media and Technology Group (NASDAQ:DJT) –
The TMTG, owner of Donald Trump’s Truth Social, confirmed
cooperation with a FINRA investigation into its merger with SPAC.
The volatility of TMTG’s shares reflects post-IPO speculation.
Trump, the Republican candidate, holds a majority stake, promoting
Truth Social as a defender of free speech.
JD.com (NASDAQ:JD) – JD.com is issuing $1.5
billion in convertible bonds maturing in 2029, which can be
converted into company shares. With a coupon of up to 0.25%, the
issuance, which can increase by $225 million, is the largest of its
kind in Asia this year. The funds will be used for share buybacks,
international expansion, and supply chain improvements.
Alibaba (NYSE:BABA) – Alibaba started a price
war in China’s AI sector, cutting the prices of its services by up
to 97%. Baidu (NASDAQ:BIDU) quickly responded by offering free
services for its Ernie AI model, signaling intensified competition
and pressuring other giants like Tencent and JD.com to follow
suit.
Target (NYSE:TGT) – Target plans to reduce
prices on over 5,000 essential products, from milk to diapers,
aiming to attract budget-conscious customers. High food prices and
borrowing costs have led consumers to seek more affordable
products, pressuring retailers to adjust prices to maintain
appeal.
Peloton Interactive (NASDAQ:PTON) – Peloton
Interactive announced plans on Monday to refinance its debt by
issuing $275 million in senior convertible notes maturing in 2029
in a private offering. The company also signed a $1 billion loan
and a $100 million revolving credit facility, seeking to stabilize
its financial position.
BHP Group (NYSE:BHP) – BHP shares rose 0.5% in
pre-market trading, boosted by positive news and expectations that
it will not make a new offer for Anglo American, which rejected a
$43 billion proposal. The deadline for a formal offer ends in 36
hours.
Chesapeake Energy (NASDAQ:CHK) – Chesapeake
Energy, a major US natural gas producer, began layoffs after
divesting its oil assets last year, focusing on gas. According to
Reuters, the layoffs follow the sale of Eagle Ford assets, not
affecting the imminent merger with Southwestern Energy. The company
did not detail the extent of the layoffs.
VinFast (NASDAQ:VFS) – Vietnamese electric
vehicle manufacturer VinFast faces a lawsuit in California for
allegedly not paying rent for a store, according to allegations by
SPG Center LLC. The company disputes the charge, claiming it paid
until March 2024 and suspended payments due to negotiations to
alter the lease agreement. Additionally, US automotive safety
investigators have launched an investigation into a fatal accident
involving a VinFast VF 8 electric vehicle in Pleasanton,
California, where a family of four died. The investigation will
examine the circumstances of the accident and the subsequent
fire.
Li Auto (NASDAQ:LI) – China’s Li Auto delayed
the launch of electric SUVs to next year due to a shortage of fast
chargers. CEO Li Xiang cited the lack of adequate infrastructure as
a critical obstacle. Additionally, the Mega electric model did not
meet sales expectations, impacting the company’s strategy.
Tesla (NASDAQ:TSLA) – The NHTSA closed an
investigation into 100,000 Tesla Model X vehicles after the
automaker issued a recall to fix front seat belt issues. The agency
considers future actions but praised Tesla’s efforts in recalls and
updates, in an investigation that began in March 2023.
Ford Motor (NYSE:F) – Ford publicly supported
the Biden administration’s new environmental regulations aimed at
halving vehicle emissions by 2032. Contrary to Republican
criticism, the company emphasized the importance of the regulations
for stability and planning in the automotive sector, underscoring
its commitment to stricter standards and the transition to electric
vehicles.
Southwest Airlines (NYSE:LUV) – A group led by
Edward Blum sued Southwest Airlines, claiming its program offering
free flights to Hispanic undergraduate and graduate students is
discriminatory for excluding non-Hispanics. The lawsuit, filed in
Dallas, challenges the program’s compliance with federal civil
rights laws.
Eli Lilly (NYSE:LLY), Novo
Nordisk (NYSE:NVO) – Eli Lilly announced that its diabetes
drug, tirzepatide, was approved by Chinese regulators, intensifying
competition with Novo Nordisk in Asia. The drug, also used for
weight loss as Zepbound, promises to boost sales in the global
obesity treatment market, estimated at $100 billion. Novo Nordisk,
with its drug Ozempic, also aims for expansion, highlighting the
sector’s potential with growing demand.
Hims & Hers (NYSE:HIMS) – Hims & Hers
is betting on the booming weight loss injection segment, planning
to offer treatments with the same active ingredient as Wegovy for
$199 per month, challenging big pharmaceuticals with discounts of
up to 85%. Shares, which jumped on Monday, rose 3.7% in pre-market
trading on Tuesday.
Sanofi (NASDAQ:SNY) – French pharmaceutical
company Sanofi announced a partnership with OpenAI and Formation
Bio to advance drug development using Artificial Intelligence. The
collaboration will allow Sanofi to access exclusive data to create
AI models and accelerate clinical trials, reducing costs and time
in the process.
AstraZeneca (NASDAQ:AZN) – AstraZeneca plans to
double its sales to $80 billion by 2030, driven by the launch of 20
new drugs. The company, which saw its shares rise 1% in pre-market
trading, also aims to expand its portfolios in oncology,
biopharmaceuticals, and rare diseases, targeting annual growth of
7%.
GSK (NYSE:GSK) – GSK announced that two final
phase trials of its new asthma drug, depemokimab, met their goals,
reducing the frequency of asthma attacks over a year. Designed for
inflammation affecting 80% of patients with severe asthma, the drug
could reach annual sales of over $3.8 billion. The results will be
presented at a future scientific congress and used for global
regulatory submissions. Additionally, GSK was sued by a Connecticut
laboratory, alleging the company defrauded the US government and
taxpayers by hiding cancer risks in the drug Zantac. Valisure, the
laboratory, seeks billions in damages, while GSK denies the
allegations, arguing against the validity of the tests.
JPMorgan Chase (NYSE:JPM) – JPMorgan CEO Jamie
Dimon communicated that the bank’s succession plans are in progress
and mentioned a shorter transition timeline than previously stated.
During a meeting in New York, Dimon also expressed concerns about
economic prospects and announced restrictions on share
buybacks.
Deutsche Bank (NYSE:DB) – Deutsche Bank raised
its year-end 2024 target for the S&P 500 index to 5,500 points,
the highest among major brokerage firms, reflecting a bet on robust
corporate earnings that should support elevated stock valuations.
Previously, the forecast was 5,100 points.
BlackRock (NYSE:BLK) – BlackRock faces a $20
million lawsuit from a former vice president who claims wrongful
termination after opposing internal deals and illegal client
monitoring. The company denies the allegations, attributing the
termination to poor performance. The case raises concerns about
Chinese investments and reveals internal disputes at the asset
management firm.
Earnings
Palo Alto Networks (NASDAQ:PANW) – Palo Alto
Networks reported a disappointing fourth-quarter forecast,
reflecting tightened corporate cybersecurity spending. The
projection for the quarter is $3.43 billion to $3.48 billion, in
line with analysts’ estimates of $3.45 billion. Annual revenue is
expected between $10.13 billion and $10.18 billion, with little
change from previous forecasts. Palo Alto Networks’ revenue in the
last quarter increased by about 15%, reaching $1.98 billion,
surpassing analysts’ forecast of $1.97 billion. Adjusted earnings
per share for the quarter were $1.32, also above estimates of $1.25
per share. Shares fell 7.7% in pre-market trading.
Lowe’s (NYSE:LOW) – Lowe’s shares rose 2.2% in
pre-market trading after the company reported better-than-expected
first-quarter earnings. Despite a decline in higher-end spending,
Lowe’s benefited from its DIY loyalty program and same-day delivery
expansion. Net income was $1.8 billion, with sales totaling $21.364
billion, surpassing projections. The company forecasts annual sales
between $84 billion and $85 billion and an EPS of $12.00 to
$12.30.
XPeng (NYSE:XPEV) – XPeng reported a
significant reduction in net loss for the first quarter, dropping
to 1.37 billion yuan ($189.4 million) from a previous loss of 2.34
billion yuan, thanks to a 62% revenue increase, reaching 6.55
billion yuan. Boosted by the new X9 model, the company delivered
21,821 electric vehicles and expects to increase deliveries to
29,000-32,000 units next quarter, with projected revenue between
7.5 and 8.3 billion yuan. Shares rose 6.8% in pre-market
trading.
Keysight Technologies (NYSE:KEYS) – Keysight
Technologies reported a strong fiscal second quarter of 2024, with
revenues of $1.2 billion and earnings per share of $1.41, exceeding
analysts’ expectations. However, the company expects modest growth
for the rest of the year, driven by strategic investments in
R&D and acquisitions, including Spirent Communications and
Riscure. The company expects third-quarter fiscal adjusted earnings
between $1.30 and $1.36 per share on revenue of $1.18 billion to
$1.2 billion, below analysts’ earnings projections of $1.45 per
share and revenue of $1.21 billion.
Nordson (NASDAQ:NDSN) – Nordson revised its
annual projection downward due to continued weakness in the
electronics sector. The company, which had projected sales growth
between 4% and 7%, now expects stability of 2%. Additionally, the
adjusted earnings projection was reduced by 70 cents to $9.35 to
$9.75 per share. Sales in the advanced technology solutions segment
decreased by 22%.
Zoom Video Communications (NASDAQ:ZM) – Zoom
Video Communications raised its annual revenue forecasts to about
$4.61 billion to $4.62 billion, with adjusted earnings expected
between $4.99 and $5.02 per share. In the first quarter, it
reported revenue of $1.14 billion and adjusted quarterly earnings
of $1.35 per share, above revenue estimates of $1.13 billion and
earnings of $1.20 per share. Shares fell 2% in pre-market
trading.
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