Costco Wholesale (NASDAQ:COST) – Costco has
increased its membership fees by $5 for annual members, while the
top-tier plan sees a $10 increase. This is the first fee hike since
2017. Shares rose 2.90% in pre-market trading.
ON Semiconductor (NASDAQ:ON), Microchip
Technology (NASDAQ:MCHP) – Morgan Stanley analysts
downgraded ON Semiconductor from “Equal Weight” to “Underweight,”
reducing the price target from $70 to $65. Microchip Technology was
also downgraded from Overweight to Equal Weight. ON Semiconductor
shares fell 2.73% in pre-market trading.
WD-40 Company (NASDAQ:WDFC) – WD-40
outperformed expectations in the third fiscal quarter, earning
$1.46 per share on $155 million in revenue, surpassing analysts’
expectations of $1.39 per share and $145.8 million in revenue,
according to FactSet. Shares rose 12.67% in pre-market trading.
Microsoft Corp. (NASDAQ:MSFT) – Microsoft
avoided an EU antitrust investigation by negotiating a deal with
CISPE, withdrawing complaints about software licensing that
hindered migration to other cloud providers. The agreement, which
benefits only CISPE members and excludes AWS, aims to increase
competitiveness in the European cloud market. Shares fell 0.05% in
pre-market trading.
Apple (NASDAQ:AAPL) – Apple plans to ship 90
million units of the iPhone 16 in the second half of this year,
representing a 10% increase over the previous year. The company is
betting on new AI features to drive demand, aiming to outpace
competition and improve sales after a challenging year. The
anticipated sales revolution of the $3,500 Vision Pro mixed reality
headset has yet to materialize since its US launch in February.
Forecasts indicate a 75% drop in domestic sales this quarter, but
international releases and a more affordable model in 2025 could
reignite interest. Shares fell 0.21% in pre-market trading.
Samsung Electronics (KOSPI:005930) – Samsung
Electronics is ramping up its bid to rival Apple in wearables by
launching a smart ring and a new high-end wearable similar to the
Apple Watch Ultra. The $400 Galaxy Ring monitors fitness and sleep
with skin temperature and female menstrual cycle sensors, while the
$650 Galaxy Watch Ultra offers sleep apnea detection and a two-day
battery life. Samsung sees adding AI features as key to reclaiming
its title as the world’s leading foldable device maker, said mobile
chief TM Roh. The new Galaxy Z Flip 6 and Galaxy Z Fold 6, launched
in Paris, stand out for AI integration for differentiation and
sales growth, including an auto-interpreter for calls on social
apps like WhatsApp and WeChat.
Advanced Micro Devices (NASDAQ:AMD) – AMD
acquired Silo AI for $665 million to bolster its position in
artificial intelligence. Silo AI, Europe’s leading private AI lab,
will bring expertise in advanced models, helping AMD compete with
Nvidia in graphics chips and AI solutions. Shares fell 0.22% in
pre-market trading.
Taiwan Semiconductor Manufacturing Co
(NYSE:TSM) – TSMC hit an all-time high on Thursday after announcing
strong second-quarter revenues, driven by high demand for AI
applications. With a market value exceeding 28 trillion Taiwan
dollars, TSMC leads as Asia’s most valuable company. In the US, the
company briefly reached a market value of one trillion on
Wednesday. Shares rose 1.06% in pre-market trading.
Alphabet (NASDAQ:GOOGL),
HubSpot (NYSE:HUBS) – Investors value Alphabet at
$2.3 trillion due to its status as an internet search giant and AI
innovator. However, Needham & Co. analysts claim YouTube’s true
value, estimated at at least $455 billion, is not fully recognized
within Alphabet’s conglomerate structure. A spinoff could unlock
this hidden value, benefiting investors interested in YouTube’s
leadership in streaming and Alphabet’s AI expansion. In another
move, Alphabet dropped its acquisition of HubSpot, ending one of
the year’s largest potential deals. HubSpot shares fell 13.34% on
Wednesday, reflecting the end of negotiations. Alphabet’s decision
was influenced by intensifying US antitrust scrutiny, despite
initial interest earlier this year. Alphabet shares fell 0.10% in
pre-market trading.
Intuit (NASDAQ:INTU) – Intuit laid off 1,800
employees to restructure and focus on AI products, not aiming for
cost cuts but replacing underperforming staff and reallocating
strategic resources. The company plans to rehire for critical
positions and expand global operations.
Paramount Global (NASDAQ:PARA) – Ingrid
Ciprian-Matthews will leave her role as President of CBS News amid
a restructuring at Paramount Global, which is set to merge with
Skydance Media. She will remain as a senior advisor for the 2024
presidential election coverage until her departure. Shares rose
0.51% in pre-market trading.
Confluent (NASDAQ:CFLT) – Hemanth Vedagarbha,
Confluent Inc.’s global head of sales, left the company during its
transition to a cloud-based sales model and consumption-based
pricing. This shift aims to align with market trends and focus on
customer usage for revenue, reflecting a strategic pivot as the
company expands its cloud offerings.
PriceSmart (NASDAQ:PSMT) – PriceSmart reported
adjusted earnings per share of $1.08 for the third fiscal quarter,
while analysts surveyed by FactSet predicted $1.01 per share.
Additionally, the company’s revenue reached $1.23 billion,
exceeding the consensus estimate of $1.21 billion.
Walmart (NYSE:WMT) – Walmart announced the
construction of five new distribution centers in the United States,
equipped with advanced technology to streamline the distribution of
perishable goods to its 4,600 stores. These centers will specialize
in temperature-sensitive products like milk, meat, vegetables, and
fruits, distinguishing them from conventional distribution centers
that maintain products in a dry, ambient environment. In Chile,
Walmart workers’ union went on strike Wednesday after failed
negotiations for a new collective agreement. The strike involves
over 14,000 workers, affecting operations in supermarkets,
including the Lider chain. Shares rose 0.70% in pre-market
trading.
Domino’s Pizza (NYSE:DPZ) – Domino’s Pizza
received an upgrade from Baird this week. Despite a general decline
in fast-food stocks attributed to aggressive discounting and
reduced profit margins, this dip is seen as a buying opportunity
for Domino’s. The company plans global expansion and improvements
in digital sales through new offers and delivery apps, aiming for
solid, sustainable revenue and profit growth in the coming
years.
PepsiCo (NASDAQ:PEP) – PepsiCo will soon
release its latest quarterly results. Analysts expect the company
to earn $2.16 per share for the period, with sales of $22.6
billion, a 1.4% increase from the previous year. Shares rose 0.67%
in pre-market trading.
Visa (NYSE:V), Mastercard
(NYSE:MA) – BofA Securities analysts downgraded Visa and Mastercard
from “Buy” to “Neutral” due to a volatile regulatory environment.
Price targets were adjusted, with Visa at $297 and Mastercard at
$480. On Wednesday, Visa shares fell to $263.00, and Mastercard
shares dropped to $433.64. Visa shares are stable, while Mastercard
shares rose 0.18% in pre-market trading.
HSBC (NYSE:HSBC), First Citizens
BancShares (NASDAQ:FCNCA) – A federal judge in California
dismissed most of First Citizens’ $1 billion lawsuit against HSBC,
accusing the bank of recruiting over 40 Silicon Valley Bank
employees after its collapse. The judge found that many of the
allegations did not occur in California and that there was
insufficient evidence of illegal conspiracy to recruit employees
and steal trade secrets.
UBS Group AG (NYSE:UBS) – UBS agreed to pay
$850,000 to settle charges of inadequate supervision of a
registered representative who misappropriated $7.2 million from
clients for unauthorized investments. After reimbursing clients $17
million, UBS updated its surveillance system to more effectively
detect unauthorized activities without admitting guilt.
Inter & Co. (NASDAQ:INTR) – Alexandre
Riccio was appointed as the head of Inter & Co. in Brazil,
while CEO João Vitor Menin focuses on the group’s global expansion.
Riccio, with over 10 years at the Brazilian bank, will oversee
local operations, allowing Menin to focus on international
operations from Miami.
Archer-Daniels-Midland (NYSE:ADM) –
Archer-Daniels-Midland named Monish Patolawala, former CFO of 3M,
as its new CFO on Wednesday while facing multiple US government
investigations over accounting irregularities. The change comes
after ADM corrected six years of financial data due to misrecorded
sales between business units.
BHP Group (NYSE:BHP) – Australia’s BHP Group
will temporarily suspend its nickel operations at Nickel West and
the West Musgrave project starting in October due to low prices and
global oversupply. The company plans to review the suspension by
February 2027 and will invest $300 million annually to support a
possible resumption of operations.
Honeywell International (NASDAQ:HON),
Air Products & Chemicals (NYSE:APD) –
Honeywell acquired Air Products’ LNG processing technology assets
for $1.81 billion, strengthening its LNG sector offerings. The
purchase price corresponds to approximately 13 times the estimated
2024 EBITDA. The all-cash transaction aims to expand its heat
exchanger portfolio and bolster its position in the global energy
market. In other news, a US appeals court ruled that Honeywell did
not violate anti-discrimination laws by firing a white engineer who
refused to participate in mandatory diversity, equity, and
inclusion training. The court found no evidence that Honeywell
retaliated against the employee, who skipped the training video
assuming it would be discriminatory. The ruling upheld the initial
dismissal of the lawsuit by the trial judge.
JetBlue Airways (NASDAQ:JBLU), United
Airlines (NASDAQ:UAL) – JetBlue Airways requested that the
US Department of Transportation disqualify United Airlines from
gaining one of five new round-trip flights from the congested
Washington Reagan National Airport. JetBlue argues that United’s
proposed pre-7 a.m. flight to Los Angeles should be rejected as it
is prohibited by Congress.
Delta Air Lines (NYSE:DAL) – Delta will soon
release its second-quarter results. Analysts expect revenue of
$15.45 billion and earnings of $2.37 per share, down from $2.68 the
previous year. Shares rose 0.77% in pre-market trading.
Boeing (NYSE:BA) – Boeing CEO Dave Calhoun
apologized and promised to follow government rules after the
National Transportation Safety Board (NTSB) criticized the company
for releasing non-public information and speculating about the
causes of an air incident involving a 737 MAX. The NTSB limited
Boeing’s access to information and participation in a future
hearing due to the investigation rules violation. Shares rose 0.42%
in pre-market trading.
Tesla (NASDAQ:TSLA) – Tesla increased the
prices of its Model 3 cars in European countries like Germany, the
Netherlands, and Spain by about €1,500 ($1,622) due to EU tariffs
on electric vehicles made in China, responding to subsidies deemed
unfair by the European Commission. On Wednesday, Tesla shares
extended their winning streak to the 11th consecutive day, closing
with a slight 0.4% increase at $263.26. After a rocky start with
declines, shares rebounded throughout the day, registering a 2%
gain by midday. Additionally, Morgan Stanley raised its valuation
for Tesla’s energy storage business, anticipating a global surge in
energy demand driven by AI growth, potentially expanding Tesla’s
market share in this segment. Shares fell 0.55% in pre-market
trading.
Toyota Motor (NYSE:TM) – Toyota, known for its
continuous improvement (kaizen) method, now focuses on hybrids to
boost sales. Considering the slowdown in electric vehicles, Toyota
promotes hybrid models as the standard in the US. With plans to
electrify its entire lineup globally by 2023, the strategy aims to
maintain competitiveness and align with emission targets.
Additionally, Toyota joined a group of major automakers supporting
IONNA, an EV charging company building a high-power charging
network in North America. The initiative aims to compete with
Tesla’s Supercharger network, offering access to Toyota and Lexus
customers.
Becton Dickinson & Co. (NYSE:BDX) – Becton
Dickinson & Co. shares recovered 1.1% on Wednesday after the
FDA addressed supply issues with blood culture bottles. The company
had faced consecutive declines, but after measures to increase
supply, including resuming production with a former supplier,
shares appreciated.
SCWorx (NASDAQ:WORX) – Former SCWorx Corp CEO
was convicted of investor fraud after falsely announcing the
company would become a major supplier of rapid Covid-19 tests at
the pandemic’s start, according to the US Department of Justice.
Marc Schessel, 64, was found guilty of two counts of securities
fraud for claiming the company would buy and resell at least 48
million test kits, despite knowing it was false.
10x Genomics (NASDAQ:TXG),
Illumina (NASDAQ:ILMN) – As a smaller competitor,
10x Genomics’ shares plummeted after Illumina, a leader in genetic
sequencing, acquired Fluent BioSciences, a direct competitor.
Illumina’s move into single-cell analysis, leveraging its widely
used sequencing machines, poses a significant challenge for 10x
Genomics, despite both companies relying on Illumina’s
platforms.
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