Taiwan Semiconductor Manufacturing Co.
(NYSE:TSM) – TSMC’s revenue rose 45% in July, indicating strong
demand for AI chips, with sales reaching NT$ 256.95 billion.
Analysts expect 37% growth in the third quarter, but concerns about
future technology and the global economy affected the company’s
stock. Shares rose 2.8% in pre-market trading.
Intel (NASDAQ:INTC), Moody’s
(NYSE:MCO) – Moody’s downgraded Intel’s rating to BAA1 due to
concerns about the company’s profitability. The outlook was changed
from stable to negative, reflecting expectations of lower
profitability over the next 12 to 18 months. Intel faces a high
debt/EBITDA ratio, expected to improve by 2025. Intel’s stock fell
0.1% in pre-market trading.
Nasdaq (NASDAQ:NDAQ) – Nasdaq is proposing
changes to expedite the delisting of penny stocks that fail to meet
the closing price criterion above $1 for 30 consecutive days. If
approved, the process will be faster, eliminating the appeal option
after 360 days and penalizing companies that execute reverse splits
to manipulate prices.
Alphabet (NASDAQ:GOOGL) – Google is being
challenged by the rising popularity of AI, such as OpenAI’s
ChatGPT, which is eroding its search market dominance. Recently,
U.S. antitrust regulators concluded that Google maintains an
illegal monopoly in search, a decision that could long-term impact
its dominance. However, the immediate impact might be less than the
AI threat, which is transforming how searches are conducted. The
rapid advance of AI could outpace regulatory actions, putting more
pressure on Google. Shares rose 0.4% in pre-market trading.
Apple (NASDAQ:AAPL) – Apple changed its policy
in the European Union, allowing developers to promote offers
outside the App Store. However, it introduced new fees: 5% for
acquiring new users and 10% for sales made by app users within 12
months. The change aims to comply with the EU’s Digital Markets
Act, but critics like Spotify argue that the fees are still
excessive. Additionally, Apple is preparing a new Mac mini, which
will be the smallest ever produced by the company. Expected later
this year, the model will have a more compact design, similar in
size to the Apple TV. It will use the new AI-focused M4 chips and
feature several design updates. Shares rose 0.2% in pre-market
trading.
OpenAI – OpenAI appointed Zico Kolter, a
computer science professor at Carnegie Mellon, to its board.
Kolter, an AI security expert, is the first computer scientist on
the company’s revamped board. He will contribute his technical
expertise and participate in the safety committee, which guides
projects like ChatGPT. OpenAI restructured its board following the
brief departure and reinstatement of CEO Sam Altman, adding new
members such as Sue Desmond-Hellmann and Paul Nakasone.
Microsoft (NASDAQ:MSFT), Palantir
Technologies (NYSE:PLTR) – Microsoft and Palantir are
integrating their cloud and AI tools to offer software, including
GPT-4, to U.S. defense and intelligence agencies. Palantir will
integrate its products with Microsoft’s Azure and use Azure OpenAI
for confidential tasks, facilitating logistics and planning. In
pre-market trading, Microsoft’s stock rose 0.3%, while Palantir’s
stock rose 2.3%.
Amazon (NASDAQ:AMZN) – Amazon has partnered
with TikTok and Pinterest to enable direct purchases from the apps,
offering prices and product details without leaving the platforms.
By linking their accounts, customers can view prices, Prime
eligibility, and product details in ads. This social shopping
strategy follows similar agreements with Meta and Snap. The company
is also using Kia Souls for same-day deliveries, replacing the Flex
service in urban areas, aiming for efficiency and cost reduction.
The $4 billion investment in Anthropic faces an investigation by
the UK’s Competition and Markets Authority, which examines its
impact on competition. Amazon expressed dissatisfaction with the
decision. Shares rose 0.4% in pre-market trading.
Alibaba (NYSE:BABA), Tencent
(USOTC:TCEHY), JD.com (NASDAQ:JD) – Alibaba,
Tencent, and JD.com will reveal insights into China’s economy and
consumer sentiment, with mixed results expected due to economic
weakening. While these tech giants focus on increasing shareholder
returns through buybacks, the Chinese economic slowdown is
pressuring their sales and margins. Tencent and Alibaba face
challenges with advertising and discounts, while JD.com’s growth is
also affected by competition and market conditions. In pre-market
trading, Alibaba’s stock fell 0.4%, while JD.com’s stock fell
0.9%.
Boeing (NYSE:BA) – Boeing’s new CEO, Kelly
Ortberg, decided to base himself in Seattle to address the safety
crisis and be closer to the production line. He plans to ramp up
737 MAX production and resolve quality issues. Ortberg will also
visit suppliers and address labor issues to restore confidence in
the company.
Archer Aviation (NYSE:ACHR),
Stellantis (NYSE:STLA) – Archer Aviation has
signed an agreement with Stellantis to receive up to $370 million
in support to expand the production of its ‘Midnight’ aircraft.
Stellantis, Archer’s largest shareholder, will receive shares in
exchange for the costs. Archer also secured an additional $230
million and plans to launch an air mobility network in Los Angeles
by 2026. In pre-market trading, Archer’s stock fell 1.8%, while
Stellantis’ stock rose 0.8%.
Ryanair (NASDAQ:RYAAY) – Ryanair announced that
it will repurchase up to 800 million euros ($872.48 million) in
shares over the next six to nine months, benefiting from a strong
financial position and aircraft delivery delays, which preserve
cash. The company plans to complete its current €700 million
buyback and ask shareholders to increase the buyback limit to 15%.
The company has also distributed around €8 billion to shareholders
over the past 15 years.
Delta Air Lines (NYSE:DAL),
CrowdStrike (NASDAQ:CRWD),
Microsoft (NASDAQ:MSFT) – Delta Air Lines revealed
that problems with CrowdStrike’s software cost the company about
$500 million, including $380 million in lost revenue due to
canceled flights and customer compensation. Additionally, it
recorded $170 million in other costs. Delta is suing CrowdStrike
and Microsoft, accusing them of not providing adequate support
during the disruption. CrowdStrike refutes the allegations and
claims to have offered extensive technical support.
JetBlue Airways (NASDAQ:JBLU) – JetBlue is
negotiating the sale of $1.5 billion in high-yield bonds with
yields between 9.5% and 10%, and considering a $1.25 billion
leveraged loan. Strong demand for the bond has already exceeded
$1.5 billion. The offering may occur on August 12.
General Motors (NYSE:GM) – General Motors
reaffirmed its commitment to making its operations in China
self-sustaining despite intense local competition. The company
plans to restructure its business and cut costs after posting a
$104 million loss in the region.
Disney (NYSE:DIS) – Disney will invest at least
$1 billion annually over the next five years in film and TV
production in Europe, the Middle East, and Africa. The investment
will cover Disney+, National Geographic, and other productions,
capitalizing on the recent success of films like “Inside Out 2.”
Shares rose 0.4% in pre-market trading.
Recursion Pharmaceuticals (NASDAQ:RXRX),
Exscientia (NASDAQ:EXAI) – Recursion
Pharmaceuticals will acquire Exscientia for $688 million in a stock
deal. The merger aims to integrate their AI technologies to
optimize drug development and clinical trials, reducing costs and
accelerating the process. The transaction is expected to close in
2025 and will expand Recursion’s portfolio with new treatments and
pharmaceutical partnerships. Recursion’s stock rose 2.41% in
pre-market trading.
Lazard (NYSE:LAZ) – Investment Bank Lazard has
hired Courtney Haydon from Guggenheim Securities to boost business
with private equity firms and alternative asset managers. The hire
is part of a broader effort by Lazard to strengthen its team and
increase financial sponsor coverage.
JPMorgan Chase (NYSE:JPM), UBS Group
AG (NYSE:UBS) – JPMorgan and UBS have downgraded their
year-end forecasts for major Japanese indices due to yen
appreciation and economic uncertainties. They expect the Topix to
reach 2,700-2,800 and the Nikkei 225 to reach 39,000-40,000,
reflecting concerns over yen strengthening and potential
recessions.
Citigroup (NYSE:C) – Citigroup is close to
selling its trust unit, part of its private banking division, as
part of its restructuring led by CEO Jane Fraser. The process,
known as “Project Mango,” aims to focus on investment management
while transferring trust fund administration. The sale, underway
for a year, may involve an undisclosed amount. The restructuring
includes the sale of operations outside the U.S. and changes in
senior management.
Mizuho Financial Group (NYSE:MFG),
Barclays (NYSE:BCS) – Mizuho Financial Group hired
George Lee and Corey LoVerme from Barclays to strengthen its
leveraged finance and financial sponsor teams in the U.S. Lee will
work in the leveraged finance group, and LoVerme in the financial
sponsor group after a leave. These hires aim to strengthen the
bank’s position after the acquisition of Greenhill & Co.
Barclays’ stock rose 1.1% in pre-market trading.
Mizuho Financial (NYSE:MFG)
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