News Corp (NASDAQ:NWS) – News Corp and OpenAI
have established a historic partnership allowing OpenAI to use
journalistic content from News Corp, including major titles like
The Wall Street Journal and The Sun, to enhance OpenAI’s answers
and products. News Corp’s shares rose up to 2% in pre-market
trading.
DuPont de Nemours (NYSE:DD) – DuPont de Nemours
Inc. plans to split into three independent companies, seeking
specialization in smaller businesses. It will separate its
electronics and water units, maintaining operations focused on
areas like biopharmaceuticals. The third, housing its industrial
solutions operations, including adhesives, would become the new
DuPont. This move follows the trend of large conglomerates that
have spun off their operations to enhance stock value, like Johnson
& Johnson and General Electric. The division is expected to
occur within 18 to 24 months, subject to regulatory approvals.
BHP Group (NYSE:BHP), Anglo
American (LSE:AAL) – BHP maintains its acquisition
proposal for Anglo American, focusing on mitigating execution
concerns. The company has until May 29 to make a definitive offer.
The chairman of Anglo cited completion risks.
Petrobras (NYSE:PBR) – Brazil’s antitrust
regulator, Cade, approved new terms of a deal allowing Petrobras to
retain control of certain oil and gas refining assets. This
reflects a broader government initiative to diversify the energy
sector and attract more investments.
Microsoft (NASDAQ:MSFT) – Microsoft is in talks
with UAE’s AI company G42 to transfer advanced AI technology,
including crucial components like model weights. This raises
national security concerns in the US, with some lawmakers
questioning the transparency and adequacy of security measures. The
US Commerce Department needs to approve the deal, highlighting gaps
in existing AI technology export laws.
Meta Platforms (NASDAQ:META) – Mark Zuckerberg,
CEO of Meta, established the Meta Advisory Group, consisting of
Patrick Collison, Nat Friedman, Tobi Lütke, and Charlie Songhurst.
This unpaid advisory board will provide insights on artificial
intelligence and technology to enhance Meta products amid an
AI-focused expansion.
TSMC (NYSE:TSM) – TSMC anticipates an annual
growth of 10% in the semiconductor industry, excluding memory,
driven by the demand for AI chips. The company has lowered its
previous outlook, while the World Semiconductor Trade Statistics
forecast a growth of 13.1% in 2024.
Amazon (NASDAQ:AMZN) – Amazon announced that
its voice assistant service Alexa will receive AI updates to make
the voice assistant more conversational, planning to introduce a
monthly subscription for users to fund AI upgrades. The price has
not yet been decided. Additionally, Amazon Web Services (AWS) has
partnered with AI startup Hugging Face to facilitate running AI
models on its custom chips, aiming for efficiency and cost savings.
Amazon seeks to attract more developers to its cloud platforms,
highlighting lower costs in running AI models. At the annual
shareholders’ meeting, investors rejected all 14 resolutions,
including calls for greater transparency on carbon emissions. CEO
Andy Jassy indicated that Amazon does not plan to offer dividends,
opting to reinvest in the business.
Alibaba (NYSE:BABA) – Alibaba’s shares fell
2.3% in pre-market trading on Thursday following reports of plans
to raise $5 billion through convertible bonds. This move comes
after a similar offering from JD.com. Alibaba has faced recent
challenges, including a significant profit decline in 2023.
Warner Bros Discovery (NASDAQ:WBD),
Walt Disney (NYSE:DIS) – Warner Bros Discovery has
secured a five-year deal with Walt Disney for the TNT network to
broadcast selected College Football Playoff games, starting next
season. This move comes amid ongoing negotiations over NBA
broadcast rights. Additionally, Disney also plans to launch the
Venu Sports streaming service in the third quarter.
Walmart (NYSE:WMT) – Walmart plans to invest
$700 million in Guatemala over the next five years, as announced by
regional executive Cristina Ronski. This announcement follows
similar investments in Costa Rica. Walmart’s unit in the region,
Walmex, has seen strong sales growth across various locations
during the first quarter.
Walgreens Boots Alliance (NASDAQ:WBA),
Cencora (NYSE:COR) – Walgreens Boots Alliance sold
$400 million in shares of drug distributor Cencora, reducing its
stake to about 12%. The proceeds will be primarily used for debt
repayment and corporate purposes. This sale follows other stake
reductions in recent years, with no impact on the partnership
between the companies.
Cytokinetics (NASDAQ:CYTK) – Shares of the
biopharmaceutical company plunged -15.4% in pre-market trading
after announcing it would issue $500 million in common stock, with
JPMorgan, Goldman Sachs, and Morgan Stanley serving as joint
book-running managers.
Pfizer (NYSE:PFE) – Pfizer has launched a
multi-year program to cut its expenses by $1.5 billion by 2027,
supplementing a previous $4 billion plan. The company faces
pressure from investors due to post-pandemic sales declines,
responding with cost cuts and strategic acquisitions. Shares rose
0.47% in pre-market trading.
Moderna (NASDAQ:MRNA), Pfizer
(NYSE:PFE) – Moderna and Pfizer are in discussions with the US
government about a potential avian flu vaccine program, boosting
shares amid concerns about outbreaks. Both companies are
considering producing vaccines based on messenger RNA
technology.
Bristol Myers Squibb (NYSE:BMY),
Sanofi (NASDAQ:SNY) – A judge in Hawaii ordered
Bristol Myers Squibb and Sanofi to pay over $916 million for
failing to warn non-white patients about the health risks of
Plavix. The medication, used to prevent blood clots, may have
reduced effectiveness in certain ethnic groups due to genetic
variations.
Biogen (NASDAQ:BIIB) – Biogen announced on
Wednesday the acquisition of Human Immunology Biosciences for up to
$1.8 billion, expanding its portfolio of drugs for rare diseases.
The highlight is felzartamab, completing mid-stage studies for
kidney disease treatment. The deal aims to strengthen Biogen’s
position in innovative therapies.
Boeing (NYSE:BA) – NASA and Boeing aim for a
manned launch of the Starliner spacecraft by June 1, following
delays due to a helium leak. Engineers are investigating the issue
to ensure safety. Starliner has faced development and budgetary
challenges, competing with SpaceX. New launch dates are available
if needed.
Mondelez International (NASDAQ:MDLZ) – The
maker of Oreo was fined approximately $365.72 million by the
European Union for hindering cross-border trade of chocolate,
biscuits, and coffee within the EU. The European Commission claims
the company abused its dominant position, violating EU antitrust
laws.
Keurig Dr Pepper (NASDAQ:KDP) – Keurig Dr
Pepper faces challenges in the coffee sector, but the new
leadership led by Tim Cofer aims to revitalize the business.
Partnerships and innovative product launches, such as K-Rounds
capsules, may boost growth. Analysts are optimistic about the
company’s recovery potential.
Lululemon Athletica (NASDAQ:LULU) – Lululemon
announced on Wednesday the departure of its chief product officer,
raising concerns about the brand’s loss of edge. The company will
not replace Sun Choe, transferring his responsibilities to Jonathan
Cheung. Analysts have expressed concerns about the impact on sales
and product popularity, as competition increases and inventory
becomes a challenge.
Live Nation Entertainment (NYSE:LYV) – The US
Department of Justice and states plan to sue Live Nation
Entertainment, possibly seeking a split, due to alleged
anti-competitive practices by Ticketmaster. This move reflects an
aggressive approach in pursuing competition and responds to
criticism from concert fans and politicians.
JPMorgan Chase (NYSE:JPM) – The Commodity
Futures Trading Commission of the US is set to resolve a dispute in
a $100 million settlement with JPMorgan Chase & Co over
reporting failures. The bank agreed to admit violations, reflecting
a shift towards greater corporate accountability in response to
regulatory pressure.
Goldman Sachs (NYSE:GS) – David Solomon, CEO of
Goldman Sachs, does not expect the Federal Reserve to lower
interest rates this year, citing inflation concerns. Contrary to
market expectations, he highlights global challenges, including
inflationary pressures and geopolitical issues, calling attention
to the need for a broader approach to industrial policy in the
US.
HSBC (NYSE:HSBC) – HSBC was fined approximately
$8 million for unfairly treating over 1.5 million UK customers
facing financial difficulties. The Financial Conduct Authority
found the measures offered to customers inadequate, leading to
additional financial risks. The FCA is strengthening consumer
protections to prevent abuses.
Bridgewater Bancshares (NASDAQ:BWB) – Joanna
Alpert, previously general manager of Bridgewater in China, has
been promoted to head a new business unit focused on managing and
creating investment products. The move reflects the company’s
growth in China, where assets under management are expected to
nearly double to 40 billion yuan. The recent reorganization at
Bridgewater included splitting the business into two units: Alpha
Engine, focused on the Pure Alpha fund, and Total Portfolio
Strategies, led by Alpert, centered on tailored investment
solutions. Alpert will move to the US and report directly to
Karniol-Tambour.
KKR & Co. (NYSE:KKR) – KKR has secured a
$133 million loan agreement for MYOB Ltd., an Australian accounting
software company. The loan includes an interest payment option in
kind and a margin of 525 basis points over the Australian benchmark
rate. It will be used for financial restructuring. The loan will be
directed towards financial restructuring.
Moderna (NASDAQ:MRNA)
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