Alphabet (NASDAQ:GOOGL) – A U.S. judge plans to
force Google to allow Android users to download apps from sources
other than the Play Store after a favorable antitrust ruling for
Epic Games. The decision will be clear but won’t detail daily
management. Google argues this will harm security and competition.
Shares fell 2.3% pre-market.
Apple (NASDAQ:AAPL) – Apple is developing an
innovative home device that combines a large screen with a robotic
arm, seeking new revenue sources. The product, codenamed J595, can
rotate 360 degrees and tilt, functioning as a command center and
videoconferencing hub. Expected to launch between 2026 and 2027, it
could be priced around $1,000. Additionally, Apple will allow banks
and services to use the iPhone’s payment chip starting from iOS
18.1, enabling transactions with third-party apps. This includes
in-store payments, transit fares, and ID cards. The change responds
to regulatory pressures and may impact Apple Pay’s revenue. Shares
rose 0.2% pre-market.
Spotify (NYSE:SPOT) – Spotify will update its
app for Apple devices in the European Union, including plan prices,
after Apple rejected the initial request. Spotify will accept
Apple’s music streaming terms but won’t include external links for
payments, avoiding commissions. The change follows an EU fine
against Apple. Spotify shares fell 0.1% pre-market.
MercadoLibre (NASDAQ:MELI) – Marcos Galperin,
co-founder and CEO of MercadoLibre, sold 100,000 shares, raising
about $188.4 million following a strong quarterly report. His stake
remains around 7% in the company. MercadoLibre, now the most
valuable company in Latin America, saw its shares rise nearly 50%
in the last year. Shares fell 0.9% pre-market.
Victoria’s Secret (NYSE:VSCO) – Victoria’s
Secret is hiring Hillary Super, former CEO of Savage X Fenty, to
lead the company’s recovery. Super will replace Martin Waters, who
was recently fired. The company faces ongoing challenges with
competition and declining demand. Shares rose 16.4% pre-market.
Kellanova (NYSE:K) – Mars, the maker of
M&M’s, is buying Kellanova for nearly $36 billion, bringing
brands like M&M’s and Pringles under its portfolio. Mars plans
to absorb costs and invest in healthy products, avoiding price
increases for consumers, and Kellanova will be integrated into
Mars’ snacks division by 2025. In McLean, Virginia, the joke is
that the real secret organization isn’t the CIA but Mars Inc.,
according to Reuters. Mars, one of the wealthiest families in the
U.S., is known for its privacy and large acquisitions. Kellanova
shares rose 7.8% pre-market.
Intel (NASDAQ:INTC), Taiwan
Semiconductor Manufacturing Co (NYSE:TSM) – SoftBank
withdrew from a partnership with Intel to develop an AI chip,
citing Intel’s inability to meet volume and speed demands. SoftBank
is now focusing on negotiating with TSMC. Intel shares fell 2.7%
pre-market, while TSMC shares fell 1.4%.
Dell Technologies (NYSE:DELL) – The Delaware
Supreme Court ruled that five law firms are to receive $267 million
in fees for a $1 billion settlement for Dell Technologies
shareholders. This fee is one of the largest ever paid in
shareholder litigation in the U.S. and has sparked debates about
the appropriateness of the amount. Shares rose 3% pre-market.
T-Mobile (NASDAQ:TMUS) – The U.S. Committee on
Foreign Investment (CFIUS) fined T-Mobile $60 million for failing
to protect and adequately report unauthorized access to sensitive
data. The fine, the largest ever imposed by the committee, resulted
from violations of an agreement made during T-Mobile’s acquisition
of Sprint. Shares rose 0.6% pre-market.
Booking Holdings (NASDAQ:BKNG), Expedia
Group (NASDAQ:EXPE), Airbnb (NASDAQ:ABNB)
– Short-term rental companies like Booking Holdings, Expedia Group,
and VRBO are ramping up efforts to influence lawmakers and avoid
restrictions on short-term rentals. With slowing growth in several
major North American cities, these companies have increased their
lobbying spending, with Expedia investing $380,000 and Booking
Holdings $570,000 in the first half of 2024. While Airbnb has
reduced its lobbying spending, it continues to monitor regulations
affecting the market. Booking shares rose 0.1% pre-market, while
Expedia and Airbnb shares fell 1.2% and 0.6%, respectively.
Squarespace (NYSE:SQSP) – A Squarespace
shareholder criticized the $6.9 billion acquisition by Permira,
claiming the $44 per share price undervalues the company. Glazer
Capital, which owns 5.4% of the shares, argues that omitted
analyses indicate a true value of $49.30 per share. The shareholder
opposes the sale. Shares rose 0.7% pre-market.
Social Media – A study by the Stanford
Deliberative Democracy Lab shows that most American teenagers
reject restrictions on social media platforms despite acknowledging
potential mental health harms. Over 60% of new voters oppose
requiring parental consent for minors under 16, and 85% do not want
time limits on notifications.
Playtech Plc (LSE:PTEC), Flutter
Entertainment (NYSE:FLUT) – Playtech Plc shares surged on
Wednesday after confirming exclusive talks with Flutter
Entertainment to sell its Italian unit Snaitech for about $2.6
billion (£2 billion). Flutter aims to expand its global presence
through acquisitions, including the purchase of Sisal and Tombola.
Flutter shares rose 8.1% pre-market.
Starbucks (NASDAQ:SBUX) – Starbucks’ new CEO,
Brian Niccol, could earn up to $98 million in stock and annual
awards, plus a base salary of $1.6 million and a $10 million bonus.
According to Bloomberg, Niccol won’t need to relocate to Seattle,
instead working remotely from Newport Beach, California, where
Starbucks will pay for an office. Niccol will commute to Seattle as
needed. Shares fell 2.1% pre-market.
Shake Shack (NYSE:SHAK), Serve
Robotics (NASDAQ:SERV), Uber Technologies
(NYSE:UBER) – Shake Shack and Serve Robotics partnered to deliver
orders made on Uber Eats using autonomous robots in Los Angeles.
Serve aims to expand its robot fleet by 2025, and the partnership
will help Uber explore more U.S. regions. Shake Shack shares rose
0.7% pre-market, while Serve Robotics and Uber shares rose 9.6% and
1.2%, respectively.
Alaska Air Group (NYSE:ALK), Hawaiian
Holdings (NASDAQ:HA) – Alaska Air postponed the DOJ’s
review of its $1.9 billion acquisition proposal of Hawaiian
Holdings by one day. The extension runs until August 16. The deal,
aimed at increasing Alaska’s market share in Hawaiian flights,
faces strict regulatory scrutiny. Additionally, Alaska Airlines
flight attendants rejected a three-year tentative labor agreement
offering a 32% wage increase. The union, Association of Flight
Attendants-CWA, will survey members to identify issues and resume
negotiations, highlighting worker participation’s importance.
Alaska Air shares fell 2% pre-market, while Hawaiian Holdings
shares rose 6.1%.
Boeing (NYSE:BA) – El Al Israel Airlines has
signed an agreement with Boeing to acquire up to 31 737 MAX
aircraft, valued at up to $2.5 billion. The contract includes
purchasing 20 aircraft for $1.5 billion, with options for 11 more.
Deliveries are expected to begin in 2028, though they could start
in 2027 through leasing. Additionally, the U.S. Department of
Justice is expected to approve a settlement with Boeing over fraud
charges related to two fatal 737 MAX crashes. Boeing will pay at
least $243.6 million in fines and invest $455 million in safety and
compliance improvements. However, the victims’ families deemed the
fine insufficient. Moreover, NASA is deciding by the end of August
how to bring astronauts Butch Wilmore and Suni Williams back to
Earth after issues with Boeing’s Starliner capsule. Launched on
June 5, the Starliner was supposed to return in eight days, but the
astronauts have been on the ISS for over 60 days. In response, NASA
is considering using a SpaceX Crew Dragon for the return, possibly
in February 2025. Lastly, the astronauts do not receive additional
compensation for their extended stay. Boeing shares fell 0.2%
pre-market.
Tesla (NASDAQ:TSLA) – The National Highway
Traffic Safety Administration (NHTSA) closed an investigation into
74,918 Tesla vehicles due to front suspension failures. Although it
found no evidence of significant issues affecting drivability,
NHTSA noted that Tesla has had problems with suspension and
steering components in several recalls. The agency recommended
expanding the component replacement for all affected vehicles.
Shares fell 3.1% pre-market.
Toyota Motor (NYSE:TM) – The National Highway
Traffic Safety Administration (NHTSA) closed an investigation into
1.8 million Toyota RAV4 SUVs from 2013-2018 models after concerns
over battery short circuits. The investigation revealed that the
fires occurred in vehicles with replaced batteries or those older
than expected. Shares rose 2.7% pre-market.
Polestar Automotive (NASDAQ:PSNY) – Polestar
began manufacturing the Polestar 3 SUV in the U.S. to avoid tariffs
on Chinese-made electric vehicles. Assembled at Volvo’s Ridgeville,
South Carolina plant, the $73,400 model will be sold in America and
Europe. The company faces operational challenges and job cuts to
reduce costs. Shares fell 2.7% pre-market.
DR Horton (NYSE:DHI) – Buying a home is
challenging due to high prices and mortgage rates, currently around
7%. However, DR Horton shares stand out, with an average annual
return of 25% over the past 10 years. The company, with shares at
$174, has a stock of 43,000 homes and a land portfolio of 630,000
lots. Its shares are expected to rise to $210 by 2025, with
earnings growth around 10% annually and a quarterly dividend of 30
cents, yielding 0.7%. Shares fell 0.5% pre-market.
Equinor ASA (NYSE:EQNR), Dominion
Energy (NYSE:D) – Equinor and Dominion won leases in a
U.S. offshore wind energy auction, with Equinor offering $75
million for 101,443 acres and Dominion $17.65 million for 176,505
acres. The sale generated less than $93 million, reflecting
challenges in the wind sector, such as high costs and supply chain
issues. Equinor shares rose 0.3% pre-market, while Dominion shares
rose 0.8%.
Eli Lilly (NYSE:LLY) – Eli Lilly sent
cease-and-desist letters to U.S. healthcare providers to stop
promoting compounded versions of its Zepbound and Mounjaro drugs.
With the growing availability of original drugs, Lilly wants to
prevent the sale of copies made by pharmacies, which offer lower
prices. Shares fell 2.6% pre-market.
Medtronic (NYSE:MDT) – Weight-loss drugs like
Ozempic and Wegovy are impacting Medtronic in two ways. First,
there’s concern that these drugs could reduce demand for Medtronic
products like stents and insulin pumps. The company’s shares fell
to $81.74, despite the healthcare sector rising more than 10% in
the same period. Investors fear that the impact on bariatric
procedures and demand for medical devices could negatively affect
revenues. However, Medtronic believes the impact will be temporary
and that new products and growing demand due to an aging population
could offset these concerns. Shares fell 0.6% pre-market.
Johnson & Johnson (NYSE:JNJ) – Johnson
& Johnson is preparing to announce that 75% of cancer claimants
linked to its talc have accepted a $6.48 billion bankruptcy
settlement. The company plans to use a subsidiary to seek
bankruptcy protection and end the lawsuits, despite objections from
some attorneys and previously rejected bankruptcies. Shares rose
0.1% pre-market.
UBS Group AG (NYSE:UBS) – UBS Fund Management
decided to liquidate the Credit Suisse Real Estate Fund
International starting Thursday. The decision was made after a
detailed assessment of options to protect investors’ interests, as
reported by the bank. Shares rose 5.6% pre-market.
NatWest (NYSE:NWG) – Texas added NatWest to its
list of companies boycotting the energy sector for limiting oil and
gas financing. This could restrict the bank’s business with state
public entities. The measure is part of a political backlash
against ESG policies. Shares fell 0.1% pre-market.
Klarna Bank AB – Klarna Bank AB is close to
choosing Goldman Sachs to lead its U.S. IPO next year. The Swedish
fintech is also negotiating a sale of existing shares ahead of the
IPO, seeking a valuation of around $20 billion. The bank’s
valuation has already fallen from $45.6 billion to $6.7 billion due
to rising interest rates.
Barclays (NYSE:BCS) – Barclays decided to
withdraw from future Israeli government bond auctions after
pressure from pro-Palestinian activists. The bank will still act as
a primary dealer alongside major international banks but faced
criticism for its involvement with defense companies supplying
equipment to Israel. Shares fell 0.5% pre-market.
Citibank (NYSE:C), Julius Baer
(USOTC:JBAXY) – Singapore charged two former bankers, Wang Qiming
and Liu Kai, in the country’s largest money laundering scandal,
totaling S$3 billion. Wang, formerly with Citibank, forged
documents to deceive his bank, while Liu, formerly with Julius
Baer, facilitated account openings with forged documents. Both are
awaiting trial on bail. Citigroup shares rose 1.9% pre-market.
Goldman Sachs (NYSE:GS), Morgan
Stanley (NYSE:MS) – The variety of institutional investors
in bitcoin ETFs is growing. Goldman Sachs and Morgan Stanley bought
more than $600 million in bitcoin ETFs in the second quarter of
2024. Goldman Sachs invested about $418 million, while Morgan
Stanley acquired $188 million in bitcoin-related ETFs. Goldman
shares rose 1.4% pre-market, while Morgan Stanley shares rose
2.8%.
Investment Portfolios
Alibaba (NYSE:BABA), Shift4
Payments (NYSE:FOUR) – Michael Burry’s Scion Asset
Management, known for betting against the U.S. housing market in
2008, increased its stake in Alibaba to $11.2 million, while
halving its overall portfolio in the second quarter. It also bought
Shift4 Payments shares and built new positions in various sectors.
Alibaba shares fell 2% pre-market, while Shift4 shares rose
5.5%.
Pershing Square Capital Management (LSE:PSH),
Nike (NYSE:NKE), Alphabet
(NASDAQ:GOOGL) – Investor William Ackman of Pershing Square
acquired new stakes in Nike, holding 3.04 million shares, as
disclosed in a regulatory filing. Additionally, Pershing Square
reduced its stake in Alphabet by 19.5%, retaining 7.55 million
class C shares.
Berkshire Hathaway (NYSE:BRK.B), Ulta
Beauty (NASDAQ:ULTA), Heico (NYSE:HEI),
Snowflake (NYSE:SNOW) – Berkshire Hathaway’s 13F
report shows that Warren Buffett’s conglomerate bought a small
stake of $266 million in beauty and care products company Ulta
Beauty. Berkshire held Heico shares worth $185.4 million and also
bought Chubb and Sirius XM shares. Additionally, Berkshire
completely sold its position in cloud data storage company
Snowflake and Paramount Global. The company halved its stake in
Apple and also reduced shares in Bank of America, T-Mobile, among
others. Ulta shares fell 0.8% pre-market.
Apple (NASDAQ:AAPL), Broadcom
(NASDAQ:AVGO), Micron (NASDAQ:MU), Texas
Instruments (NASDAQ:TXN), Super Micro
Computer (NASDAQ:SMCI), Qualcomm
(NASDAQ:QCOM), Ambarella (NASDAQ:AMBA),
Block (NYSE:SQ) – In the quarter ended June 30,
George Soros’ fund bought Apple shares valued at over $160 million
and made new investments in Broadcom, Micron, Texas Instruments,
and Super Micro Computer. On the other hand, it sold stakes in
Qualcomm and Ambarella, and divested in Block. It also reduced
positions in 3M and Chemours.
Unilever (NYSE:UL) – Nelson Peltz’s Trian Fund
Management sold 3.8 million Unilever shares for about $232 million,
reducing its stake to 32.6 million shares. The fund had acquired
Unilever shares in 2022 and still maintains collaboration with the
company’s board. Shares rose 0.1% pre-market.
CVS Health (NYSE:CVS), US
Foods (NYSE:USFD) – Sachem Head Capital acquired 2.45
million CVS Health shares during the second quarter when the
company’s shares fell 25%. The stake represents 0.20% of CVS. The
fund also reduced its position in US Foods. The acquisition may
signal a potential activist investment to improve CVS’s stock
performance. CVS shares rose 0.3% pre-market, while US Foods shares
rose 3.9%.
Trump Media & Technology Group (NASDAQ:DJT)
– In the second quarter, institutional investors like Vanguard,
BlackRock, and State Street took large positions in Trump Media
& Technology Group before its inclusion in the Russell indexes.
These funds bought shares in advance, reflecting the company’s
inclusion in the indexes and causing significant stock volatility.
Trump Media & Technology shares fell to near-record levels on
Wednesday after weak financial results and Trump’s return to
platform X. The decline in Trump’s poll numbers and focus on X
instead of Truth Social affected investor confidence. The company’s
valuation fell to $4.73 billion, less than half its initial
value.
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