ASML Holding NV (NASDAQ:ASML) – Semiconductor
stocks rose globally after news that the US will exempt chipmakers
in Japan, the Netherlands, and South Korea from new export
restrictions. This followed discussions on the Foreign Direct
Product rule, potentially impacting China. ASML’s stock rose 7.6%
pre-market.
Intel (NASDAQ:INTC) – Intel plans to cut
thousands of jobs to address market loss and fund its recovery.
Shares have fallen 40% this year. The company focuses on
revitalizing its manufacturing and expanding into new markets,
facing challenges in AI chip demand. Shares rose 1.7%
pre-market.
Nvidia (NASDAQ:NVDA) – Nvidia, benefiting
greatly from the AI boom, saw its stock drop 7% on Tuesday. Despite
a 109% increase this year, Nvidia’s shares have become more
volatile than Bitcoin. Investors are now more cautious with major
tech stocks, shifting to smaller companies. Shares rose 5.1%
pre-market.
OpenAI – OpenAI has begun testing an advanced
voice mode with some ChatGPT Plus users, enabling real-time
conversations and the ability to interrupt ChatGPT while it speaks.
The launch, initially delayed to July, aims to create a more
realistic and fluid conversational experience.
Alphabet (NASDAQ:GOOGL) – According to
Bloomberg, a new AI technology developed by Google for hospitals
still has critical issues. A nurse found the tool failed to record
essential information about allergies and medications, posing
dangers. This highlights that despite advances, AI in healthcare
needs to improve in accuracy and reliability. Additionally, Google
faces challenges in effectively integrating its technology into the
complex and change-resistant healthcare sector. Shares rose 0.5%
pre-market.
Meta Platforms (NASDAQ:META) – Meta Platforms
agreed to pay $1.4 billion to Texas to settle a lawsuit over using
facial recognition technology without consent. This is the largest
settlement ever made by a single state. The lawsuit, initiated in
2022, claimed Facebook illegally collected biometric data. Shares
rose 0.1% pre-market.
Microsoft (NASDAQ:MSFT) – Microsoft is urging
the US Congress to pass a law to combat deepfakes, which are
falsified images and audio used to manipulate elections and attack
individuals. Brad Smith from Microsoft wants to criminalize the
creation and distribution of such content to protect democracy and
victims of online abuse. Shares fell 3% pre-market.
Tenable Holdings (NASDAQ:TENB) – The
cybersecurity firm is considering a sale after receiving
acquisition interest. Tenable is working with advisors to explore
options and may attract interest from private equity firms or
strategic buyers. Despite the potential sale, discussions are in
early stages and don’t guarantee a transaction.
Pegasystems (NASDAQ:PEGA), Appian
Corporation (NASDAQ:APPN) – Pegasystems convinced a
Virginia appeals court to overturn a $2 billion verdict imposed by
Appian in 2022 for alleged trade secret theft. Pegasystems argued
the verdict was based on procedural errors. Appian plans to appeal
the decision.
Telefonica (NYSE:TEF) – Telefonica is
negotiating to sell its Colombia unit to Millicom for $400 million
as part of its debt reduction and divestment strategy in Latin
America. The sale is not yet confirmed. Telefonica also formed a
fiber optic joint venture with Vodafone Spain and reported growth
in adjusted earnings.
Paramount Global (NASDAQ:PARA) – Edgar Bronfman
Jr. is attempting to acquire National Amusements, which controls
Paramount Global. Skydance Media has already made an offer to buy
Paramount and has 45 days to find a better proposal. If Paramount
receives a superior offer, Skydance will pay a $400 million fee.
Bronfman aims to offer $2 to $2.5 billion for National Amusements.
Shares rose 0.9% pre-market.
AMC Entertainment (NYSE:AMC) – AMC will screen
the film “Usher: Rendezvous in Paris” in September, following the
success of concert films like “Taylor Swift: The Eras Tour” and
“Renaissance: A Film by Beyoncé.” The film will be shown from
September 12 to 15 in AMC and Odeon theaters. Shares rose 1%
pre-market.
Toyota Motor (NYSE:TM) – Toyota is expected to
report double-digit profit growth due to high hybrid demand, but a
slowdown is anticipated after record profits. Challenges include a
tough market in China and certification issues, with sales down 2%
globally last quarter. Operating profit is expected to rise 20% to
1.3 trillion yen. Additionally, the Japanese government ordered
Toyota to make “drastic reforms” after discovering new vehicle
certification violations, including irregularities in seven
additional models. The Transport Ministry identified widespread
misconduct and demanded Toyota ensure compliance, though affected
vehicles won’t be recalled. Shares fell 0.2% pre-market.
Stellantis (NYSE:STLA) – Stellantis announced a
new round of voluntary layoffs for salaried employees in the US to
cut costs. The automaker had already laid off 400 workers in March
and offered previous severance packages. Additionally, Stellantis
stated it does not intend to sell Maserati or merge it with other
Italian luxury groups. The manufacturer, which reported results
below expectations, reaffirmed its commitment to Maserati as its
sole luxury brand. Maserati posted an operating loss of 82 million
euros in the first half. Shares rose 0.8% pre-market.
Ferrari (NYSE:RACE) – Ferrari strengthened its
ties with the Italian tax authority by joining a compliance program
that includes preventive checks to avoid tax disputes. Although its
headquarters have been in the Netherlands since 2015, Ferrari
maintains its tax base and pays most taxes in Italy.
Tesla (NASDAQ:TSLA) – Tesla is recalling 1.85
million vehicles in the US due to a software issue that fails to
detect an unlocked hood, increasing the risk of accidents. The
software update, released in June, now alerts drivers to open
hoods. The recall covers 2021-2024 Model 3, S, X, and Y vehicles.
Shares rose 0.9% pre-market.
Norfolk Southern (NYSE:NSC) – The US Department
of Justice sued Norfolk Southern for delaying passenger trains
between New York and New Orleans, violating federal law requiring
priority for passenger trains over freight trains. Norfolk Southern
pledges to resolve the issues, while Amtrak aims to double its
passenger numbers by 2040.
Boeing (NYSE:BA) – The chairman of the US
Senate Commerce Committee requested the Federal Aviation
Administration (FAA) conduct a detailed review of its oversight of
Boeing following concerns about production quality. Senator Maria
Cantwell questioned if the FAA failed in its supervision, citing
audits that did not result in corrective actions. Shares rose 0.7%
pre-market.
Airlines – US Transportation Secretary Pete
Buttigieg demanded that the 10 largest airlines immediately comply
with new refund rules for passengers, rejecting extension requests.
The rules, passed by Congress in May, require automatic cash
refunds for cancellations and significant flight changes. Buttigieg
stated he would take strict measures to ensure compliance.
JetBlue (NASDAQ:JBLU) – JetBlue’s CFO mentioned
that the company’s loyalty program could be used as collateral for
new financing, noting that about half of its $11 billion in
unencumbered assets come from the program. The company also seeks
to quickly resolve a $750 million convertible note due in 2026.
Shares fell 0.3% pre-market.
Alaska Air Group (NYSE:ALK), Hawaiian
Holdings (NASDAQ:HA) – Alaska Air Group agreed to extend
the review period for its $1.9 billion acquisition of Hawaiian
Airlines to August 15 due to the US DOJ’s antitrust review. The
purchase aims to expand Alaska Air’s control in the Hawaiian market
and is under regulatory scrutiny.
Wells Fargo (NYSE:WFC) – Wells Fargo was sued
for allegedly mishandling its health plan, forcing employees to pay
inflated drug prices. Former employees accuse the bank of violating
federal laws by negotiating with pharmacy benefit managers,
resulting in excessive drug costs. The bank is reviewing the
allegations. In other news, Wells Fargo appointed Bridget Engle as
its new technology chief to review and modernize its platforms. She
will join the operating committee and report to CEO Charlie Scharf.
Additionally, Tracy Kerrins will lead a new generative AI team to
drive the adoption of this technology in the bank. Shares rose 0.3%
pre-market.
JPMorgan Chase (NYSE:JPM) – JPMorgan Chase
named Alfredo Porretti and Darren Novak as co-leaders of its global
shareholder engagement and M&A group. They replace David
Freedman, who led the group since 2020. The bank has helped
companies confront shareholder activists, such as Disney and
Hasbro.
Goldman Sachs (NYSE:GS) – Goldman Sachs hired
Sydney McConathy and Tani Burge to bolster its alternative capital
formation group, focused on raising funds for infrastructure
investments. The bank aims to expand its presence in this growing
sector, including data centers and renewable energy, and increase
its capital raising.
HSBC Holdings (NYSE:HSBC) – HSBC announced a $3
billion share buyback to reverse the decline in its share price
after stable first-half profit growth, driven by wealth management
and reduced losses in the Chinese real estate sector. Wealth
revenue in the first half increased 12%, and profit fell 0.4% to
$21.6 billion. Shares rose 3.6% pre-market.
Ameriprise Financial (NYSE:AMP), LPL
Financial (NASDAQ:LPLA) – Ameriprise Financial sued LPL
Financial, accusing it of improperly collecting and using
confidential client information. Ameriprise claims LPL advises
advisors to take data when leaving the company. LPL denies the
allegations, calling them an effort to stifle competition. In other
news, two Ameriprise clients sued the company, alleging it violated
its fiduciary duty by paying low interest rates on cash sweep
accounts while other options offer much higher returns. They seek
monetary damages and class-action status, claiming Ameriprise
prioritizes its profit over clients.
Blackstone (NYSE:BX), Retail
Opportunity Investments Corp (NASDAQ:ROIC) – Blackstone is
in early talks to buy US shopping center owner Retail Opportunity
Investments Corp (ROIC), valued at nearly $2 billion. Blackstone’s
interest comes after ROIC’s shares fell over 10% last year, despite
rent increases and retail property demand. ROIC’s shares fell 0.1%
pre-market.
CenterPoint Energy (NYSE:CNP) – The electricity
and natural gas company estimated that restoring facilities damaged
by Hurricane Beryl will cost between $1.2 billion and $1.3 billion.
Additionally, the company expects extra costs of $425 million to
$475 million due to May storms.
Rio Tinto (NYSE:RIO) – Rio Tinto is considering
large acquisitions but faces challenges due to the heated copper
market. CEO Jakob Stausholm mentioned that while there are growth
opportunities in copper, the company needs to offer significant
value. Rio Tinto remains focused on copper and iron projects,
maintaining a cautious expansion strategy. Shares rose 1.6%
pre-market.
Starbucks (NASDAQ:SBUX) – Starbucks is
experiencing a significant disruption in its mobile ordering system
due to a Microsoft Azure cloud service failure. This prevented many
customers from placing orders through the app, forcing them to
order in person. Although Starbucks has restored most of the
service, some limited disruptions persist. The issue affected
various locations, including major cities like New York and
Chicago, coinciding with a special discount promotion, exacerbating
the inconvenience. Shares rose 3.2% pre-market.
Nike (NYSE:NKE), JD Sports
(LSE:JD.) – JD Sports, a major Nike customer, expressed confidence
in the sportswear brand despite its recent stock decline due to
weak sales and rising competition. JD’s Mike Armstrong highlighted
Nike’s historical resilience and the sector’s competitive nature.
JD also faces challenges, with its shares down 22% this year.
Nike’s shares rose 0.2% pre-market.
Costco Wholesale (NASDAQ:COST) – Costco’s
shares have fallen 8.4% since July 10 due to consumption concerns,
but its long-term strategy, such as fee increases and technology
investments, could attract investors. Considering selling
cash-secured puts might be a way to acquire shares at lower prices.
Costco has risen 23% this year.
Merck (NYSE:MRK) – Merck’s shares fell 9.8% on
Tuesday after signaling a possible decline in demand for its
Gardasil vaccine in China, despite positive financial results. The
company also lowered its profit forecast due to the cost of
acquiring EyeBio. Shares rose 1.1% pre-market.
Novavax (NASDAQ:NVAX) – Novavax’s shares fell
25.7% on Tuesday after JPMorgan downgraded its rating from
“Neutral” to “Underweight,” with a target price reduced to $8. The
analyst believes the recent stock increase does not adequately
reflect the real prospects for revenue and demand for the combined
vaccine. Shares rose 1.3% pre-market.
BioNTech (NASDAQ:BNTX) – BioNTech reported that
its cancer drug BNT111 significantly improved response rates in
advanced melanoma patients in a Phase 2 trial. The study, combining
BNT111 with the PD-1 inhibitor cemiplimab, surpassed the historical
control in efficacy.
Telefonica (NYSE:TEF)
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