Meta Platforms (NASDAQ:META) – Meta launched
the Llama 3 AI model, with 405 billion parameters, surpassing the
previous version in language, coding, and math. Despite being
smaller than rival models like GPT-4, Llama 3 offers free versions
for developers, aiming to outshine competitors and drive
innovation. Shares fell 1.7% pre-market.
Tesla (NASDAQ:TSLA) – Elon Musk launched a poll
on X asking if Tesla should invest $5 billion in xAI, his AI
startup. Most votes were favorable, but the decision depends on
board and shareholder approval. Musk highlighted that xAI could
enhance Tesla’s autonomy and integrate the Grok chatbot. Musk
mentioned on Tuesday that removing electric vehicle subsidies, if
Trump is elected, would affect Tesla’s competitors more than Tesla
itself. Musk believes this would help Tesla in the long run, as the
company focuses on autonomous driving technology, its greatest
value. Shares fell 7.3% pre-market.
Rivian (NASDAQ:RIVN) – Rivian Automotive will
face trial over accusations of encouraging former Tesla employees
to steal trade secrets. A judge denied Rivian’s attempt to dismiss
the case, stating that Tesla presented sufficient evidence for the
trial. The final hearing is scheduled for Wednesday. Shares fell
2.5% pre-market.
Baidu (NASDAQ:BIDU) – Baidu faces a challenge
in the rapid adoption of autonomous vehicles in China, which hasn’t
excited analysts looking for a new catalyst for the company.
Despite ambitious plans and expansion into new cities, regulatory
uncertainties, competition, and market issues have limited
optimism. Additionally, concerns about the financial viability of
robotaxis and scrutiny over their impact on local jobs add
challenges. Still, the long-term potential for the autonomous
transportation market in China remains significant. Shares fell
0.5% pre-market.
Nvidia (NASDAQ:NVDA), Samsung
Electronics (KOSPI:005930) – Nvidia started using
Samsung’s HBM3 chips in a less advanced GPU, the H20, designed for
China. However, it’s unclear if these chips will be used in other
processors or approved for more advanced versions (HBM3E). Samsung
still faces difficulties meeting Nvidia’s standards. Nvidia shares
fell 1.7% pre-market.
Apple (NASDAQ:AAPL) – Apple is expected to
launch a foldable iPhone in 2026, marking a significant change in
the device’s design. The project, known internally as V68, is
progressing and may follow Samsung’s example, which entered the
foldable market in 2019. Apple is seeking new suppliers and
considering improvements such as adjustable cameras. Shares fell
0.5% pre-market.
Leidos Holdings (NYSE:LDOS) – Hackers leaked
internal documents from Leidos Holdings, a major IT provider for
the US government. Leidos believes the data was stolen from a
Diligent Corp. system that was compromised in 2022. The company is
investigating the incident and states it did not affect client
data.
CrowdStrike Holdings (NASDAQ:CRWD) –
CrowdStrike reported that an error in a security update that caused
global Windows system failures led the company to promise
improvements in update practices and allow greater customer control
over when updates are applied. Shares fell 0.6% pre-market.
Alphabet (NASDAQ:GOOGL) – Recently, Google
attempted to acquire two major companies, which would have been its
largest purchases to date, but both attempts failed. First, it
tried to buy HubSpot, but the plans did not proceed. Shortly after,
it made a $23 billion offer for Wiz, a cybersecurity company, which
also rejected the offer in favor of its own IPO. These failures
were influenced by a rise in the value of cybersecurity companies
due to recent industry events and concerns about extensive
antitrust regulatory processes that could complicate or prevent
such acquisitions. Shares fell 3.2% pre-market.
Amazon (NASDAQ:AMZN) – Whole Foods, owned by
Amazon, reached a settlement to resolve a lawsuit with former
employee Savannah Kinzer, who claimed she was unjustly fired for
wearing a mask with the message “Black Lives Matter” and protesting
racism. The case involved a ban on such masks and began after the
2020 protests. Shares fell 0.5% pre-market.
Walt Disney (NYSE:DIS) – Investor and former
executive known for his role as Marvel Entertainment chairman,
Isaac Perlmutter, sold his entire stake in Disney after losing a
proxy fight. He sold his shares between April and July for about
$115 each and plans to repurchase if the price drops to $65-75.
Perlmutter does not trust Disney’s current management. Shares fell
0.4% pre-market.
NetEase (NASDAQ:NTES) – NetEase is nearing the
launch of Naraka Bladepoint Mobile, its biggest bet for the
quarter. The company expects to generate about $880 million in
sales in the first year, with the game contributing up to 7% of
revenue growth. Over 40 million players pre-registered for the
launch, demonstrating high expectations and confidence in the
game’s success. Shares rose 1.5% pre-market.
Visa (NYSE:V) – Last year, Visa avoided 80
million fraudulent transactions, totaling $40 billion, thanks to
investments in technology and AI. Charles Lobo of Visa stated that
by 2025, cybercrime could cost $10.5 trillion globally, becoming
the world’s third-largest economy. Shares fell 2.6% pre-market.
Bank of America (NYSE:BAC) – Bank of America
appointed Kevin Brunner, who has worked at the bank since 1999, as
the new head of investment banking for technology, media, and
telecommunications. Brunner replaces Sam Powers and recently served
as co-head of global mergers and acquisitions. Shares fell 0.6%
pre-market.
Goldman Sachs (NYSE:GS) – According to Goldman
Sachs, China is holding back fiscal stimulus, preparing for
potential economic challenges if Donald Trump returns to the
presidency. Trump’s threat to impose 60% tariffs on Chinese imports
could significantly reduce China’s economic growth, leading Beijing
to save resources to counter future tariff impacts.
Barclays (NYSE:BCS) – Barclays raised its
forecast for the S&P 500 index from 5,300 to 5,600 for 2024,
driven by expectations of robust profit growth from major tech
companies. The brokerage also anticipates a possible interest rate
cut by the Federal Reserve, contributing to a “soft landing” for
the US economy.
OneStream, KKR & Co
(NYSE:KKR) – OneStream, backed by KKR, priced its US IPO at $20 per
share, above the expected range, raising $490 million. The company,
valued at $4.6 billion, offers financial planning software and has
clients like Toyota and UPS.
Coinbase Global (NASDAQ:COIN) – Citigroup
upgraded Coinbase to “buy” on Tuesday, motivated by the potential
for a more favorable regulatory environment for cryptocurrencies in
the US. Policy changes and the overturning of the Chevron doctrine,
which limited regulatory interpretation, could benefit Coinbase,
boosting its market performance. Shares rose 0.2% pre-market.
Embraer (NYSE:ERJ) – Embraer forecasts that
global passenger traffic will grow 4% annually until 2043, faster
than the previous forecast of 3.2%. However, demand for regional
aircraft with up to 150 seats has fallen to 10,500 units, below the
previous forecast of 11,000.
Boeing (NYSE:BA) – Boeing resumed deliveries of
the 737 MAX to China, after regulatory delays related to cockpit
voice recorder batteries. China had suspended deliveries since 2019
due to safety issues and political tensions. During the Farnborough
Airshow, Boeing announced significant deals despite supply chain
challenges and complaints about delivery delays. The company
confirmed the sale of 20 737 MAX-8 planes to Macquarie Airfinance
and an additional order of 20 Boeing 777-9s by Qatar Airways,
bringing the total orders for this jet family to nearly 100 units.
Ihssane Mounir, Boeing’s supply chain executive, admitted the
company did not meet promised production timelines, justifying
skepticism from suppliers and airlines about future forecasts. He
acknowledged the challenges Boeing faced, including regulatory
scrutiny and supply chain issues that impacted production. Shares
fell 0.4% pre-market.
Southwest Airlines (NYSE:LUV) – The US Federal
Aviation Administration (FAA) is conducting a safety review of
Southwest Airlines after a series of concerning incidents. This
procedure, while rare, has been applied before, such as with United
Airlines. Southwest is actively cooperating with the FAA, creating
a specialized team to improve its safety management system. The
review includes investigations into specific flights that exhibited
risky behaviors, such as extremely low altitudes during flight.
SunPower (NASDAQ:SPWR) – Despite falling 74.75%
the previous week, SunPower shares rose 31.3% on Tuesday, marking a
notable recovery. The company faced a downgrade by Mizuho
Securities and a suspension of rating by Susquehanna, due to
changes in its financing options and support for leases and PPAs.
This move comes in a context where solar energy-related stocks had
fluctuations due to political statements and changes in the US
electoral landscape. Shares fell 3.0% pre-market.
Marriott International (NASDAQ:MAR),
Hilton Worldwide (NYSE:HLT), Hyatt
Hotels (NYSE:H) – About 13,500 hotel workers in the US are
planning strike votes in various cities while negotiating contracts
with major chains like Marriott, Hilton, and Hyatt. They seek
better wages, health plans, and pensions, and the reversal of cuts
made during the pandemic.
Estee Lauder (NYSE:EL) – Akhil Shrivastava will
be the new CFO of Estee Lauder starting November 1, replacing
Tracey Travis, who will retire on June 30, 2025. Shrivastava, who
joined the company in 2015, previously worked at Procter &
Gamble for 18 years.
Nike (NYSE:NKE) – Nike appointed Cheryan Jacob,
a former Salesforce executive, as Chief Information Officer, a new
position created to lead the company’s technology infrastructure
modernization. Jacob, who also has experience at Microsoft and
Flexport, will work to simplify and upgrade Nike’s tech platforms.
Shares fell 0.4% pre-market.
Baidu (NASDAQ:BIDU)
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