Walmart (NYSE:WMT), JD.com
(NASDAQ:JD) – Walmart intends to raise up to $3.74 billion by
selling its 5.19% stake in the Chinese e-commerce company JD.com.
They are offering 144.5 million shares between $24.85 and $25.85
each, with Morgan Stanley as the broker. The sale aims to focus
resources on the company’s operations in China and other
priorities. JD.com shares fell 7.0% in pre-market trading, while
Walmart shares rose 0.1%.
Microchip Technology (NASDAQ:MCHP) – Microchip
Technology suffered a cyberattack that compromised servers and
operations, detected on August 17. The company isolated affected
systems and reduced operations to investigate, impacting its
ability to fulfill orders. The chipmaker, crucial for U.S. defense,
is still assessing the full financial impact of the incident.
Union Pacific (NYSE:UNP) – Union Pacific warned
that a potential rail strike in Canada would have “devastating
consequences” for the U.S. economy, with more than 2,500 railcars
affected daily. CEO Jim Vena highlighted that the impacts have
already begun and that the strike could increase costs for
industries and delay operations by up to five days.
Alphabet (NASDAQ:GOOGL), Energix
Renewables (USOTC:ENREF) – A U.S. appeals court ruled that
Google must face a lawsuit filed by Chrome users who allege
improper data collection, even after disabling synchronization with
their Google accounts. The court found that users may have been led
to believe their data wouldn’t be collected. Waymo, another
Alphabet subsidiary, doubled its paid rides to 100,000 per week in
three months, expanding its robotaxi services in areas like San
Francisco and Phoenix. The company, which operates 700 autonomous
vehicles, continues to grow despite skepticism and intense
regulation, with Alphabet planning a $5 billion investment.
Additionally, Energix Renewables announced a long-term agreement
with Google to supply electricity and renewable energy credits from
its solar projects, aiming to power the tech giant’s growing AI
data centers. Energix will initially provide 1.5 gigawatts by 2030,
with potential to expand the partnership. Alphabet shares rose 0.3%
in pre-market trading.
OpenAI – OpenAI has entered into a multi-year
partnership with Condé Nast to integrate content from brands like
Vogue and The New Yorker into its AI products, including ChatGPT
and SearchGPT. Financial terms were not disclosed. In recent
months, the company has also signed similar deals with other major
publications.
Texas Instruments (NASDAQ:TXN) – Texas
Instruments (TI) announced that its free cash flow (FCF) will
increase in 2026 as demand recovers and capital expenditures
decrease, following pressure from Elliott Investment Management.
TI, which expects revenue between $20 billion and $26 billion for
2026, estimates capital expenditures will range from $2 billion to
$5 billion, compared to initial plans of $5 billion per year
through 2026. Recently, TI said it expects to receive up to $1.6
billion to build new facilities under the U.S. CHIPS and Science
Act. The company has been expanding production to avoid chip
shortages but plans to reduce investments, boosting FCF per share
to $8 to $12 in 2026. Shares rose 0.9% in pre-market trading.
Taiwan Semiconductor Manufacturing Co.
(NYSE:TSM) – TSMC inaugurated its first European factory in
Dresden, East Germany, with an $11 billion investment, half funded
by German government subsidies. The factory, focused on automotive
and industrial chips, will begin production in 2027. The initiative
is part of the EU’s strategy to produce 20% of global
semiconductors by 2030, reducing reliance on Asia amid geopolitical
tensions between the U.S. and China. TSMC holds 70% of the plant,
while Infineon, NXP, and Bosch each own 10%. Shares fell 1.3% in
pre-market trading.
Trump Media & Technology Group (NASDAQ:DJT)
– Shares of Trump Media & Technology Group closed down 3.71% to
$21.42 on Tuesday, marking the eighth consecutive session of
losses. The decline reflects Trump’s reduced chances in the
elections and his recent activity on the X platform. The company,
with a loss of $16.4 million in the quarter, saw its market value
fall to $3.776 billion. Shares rose 2.3% in pre-market trading.
Warner Bros Discovery (NASDAQ:WBD) – Warner
Bros Discovery announced plans to invest $8.5 billion in a new
studio in Las Vegas, provided the state grants promised tax
incentives. In partnership with the University of Nevada and
Birtcher Development, “Warner Bros. Studios Nevada” will be located
on a 34-acre campus, with complete facilities for film and TV
production.
Netflix (NASDAQ:NFLX) – Netflix shares reached
an intraday record on Tuesday before retreating to close up 1.43%.
The company reported more than 150% growth in advertising sales
commitments for 2024. Netflix’s advertising strategy, including
partnerships for upcoming releases and live events like “Squid
Game,” “WWE Raw,” and NFL games on Christmas, has generated
significant market excitement. Netflix launched an ad-supported
version in 2022, and this strategy has already reached 40 million
monthly active users globally as of May.
Walt Disney (NYSE:DIS) – India’s antitrust body
assessed on Tuesday that the $8.5 billion merger between Reliance
and Walt Disney could harm competition, especially due to control
over cricket broadcasting rights. The Competition Commission of
India (CCI) has asked the companies for explanations within 30
days, which could delay the deal’s approval. Shares rose 0.2% in
pre-market trading.
Hyatt Hotels (NYSE:H) – Hyatt Hotels will
purchase Standard International for up to $335 million, acquiring
brands like Standard and Bunkhouse Hotels. The deal includes 21
properties in global cities and over 30 new projects.
Kroger (NYSE:KR), Albertsons
(NYSE:ACI) – Kroger is offering $10.5 billion in bonds to finance
its $24.6 billion merger with Albertsons. The offering could be one
of the largest of the year. Citigroup and Wells Fargo are leading
the issuance. The merger faces regulatory and legal challenges.
Amazon (NASDAQ:AMZN) – Amazon’s heavy spending
on artificial intelligence, following a period focused on profits,
worries investors, fearing a negative impact on cash flow. Since
the August report, its shares have lagged behind other tech giants,
with the lack of dividends and share buybacks increasing pressure
on the company. Shares fell 0.1% in pre-market trading.
Lennox International (NYSE:LII),
Carrier Global (NYSE:CARR), Johnson
Controls (NYSE:JCI), Trane Technologies
(NYSE:TT) – HVAC companies are seeing growth due to increased
demand for air conditioning systems amid rising global
temperatures. The shift to new cooling systems and the need for
frequent replacements are also boosting their revenues. However,
these companies’ stocks have become more expensive, reflecting the
sector’s strong performance.
Uber Technologies (NYSE:UBER) – Uber hired
Rebecca Tinucci, a former Tesla executive, to lead its transition
to electric vehicles. Tinucci, who will start on September 16 as
the global head of sustainability, will be responsible for driving
Uber’s goal of fully electrifying its fleet by 2040, with a $800
million investment by 2025.
Tesla (NASDAQ:TSLA) – The European Union will
reduce import tariffs for Tesla’s China-made electric vehicles from
20.8% to 9%. Other electric vehicle companies will also see reduced
tariffs, but non-cooperating companies will face rates of 36.3%, up
from 37.6%. The decision follows a review of proposed measures.
Tesla received a lower tariff as Beijing offers fewer subsidies to
foreign companies. The measure is under consultation and could take
effect in November. Tesla shares fell 0.1% in pre-market
trading.
Rivian (NASDAQ:RIVN),
Stellantis (NYSE:STLA) – Rivian’s head of
manufacturing, Tim Fallon, is leaving the company to join
Stellantis as head of manufacturing in North America starting
September 2. His departure comes as Rivian expands its Normal,
Illinois, factory to produce the R2 SUV, a smaller and cheaper
model. Carlo Materazzo, a former Stellantis executive, will take
over production on an interim basis. Stellantis announced that its
investments in Belvidere, Illinois, will be delayed but stated that
it remains committed to the project and is not violating its union
contract. The United Auto Workers union, however, is considering
legal action and a possible strike, accusing the automaker of not
fulfilling its production commitments. Additionally, Stellantis CEO
Carlos Tavares will visit Detroit to develop a strategy to address
issues in the automaker’s North American operations, which are
facing declining sales and high inventories. He seeks to reassure
employees and investors and demonstrate his commitment to improving
the situation. Stellantis shares rose 1.2% in pre-market trading.
Rivian shares rose 0.5% after falling 2.4% on Tuesday.
Nio (NYSE:NIO) – Nio plans to install charging
stations in all 2,844 counties in China by June 2025 and expand its
battery swap stations to more than 2,300 counties by the end of
2025. The company already has over 23,000 charging stations and
2,480 battery swap stations. The swap stations promise to exchange
batteries in three minutes. Shares rose 2.1% in pre-market trading
after closing down 5.4% on Tuesday.
BP Plc (NYSE:BP) – Iraq has decided to share
profits with BP in developing the Kirkuk oil and gas fields,
abandoning low-margin service contracts to attract major Western
companies and boost production. BP, which returned after nearly
five years, signed a preliminary agreement to develop four fields
in Kirkuk. Shares rose 0.3% in pre-market trading after closing
down 2.2% on Tuesday.
Exxon Mobil (NYSE:XOM), Hess
(NYSE:HES), Chevron (NYSE:CVX) – An arbitration
panel will decide a dispute between Exxon Mobil and Chevron over
the value of Hess’s oil assets in Guyana after Chevron offered $53
billion to acquire Hess. Exxon argues that the deal with Chevron
should trigger a preemption right due to the high valuation of the
Guyana fields, while Chevron and Hess disagree, stating that no
change of control justifies the right. The outcome could impact the
merger and the economic benefits planned by Chevron. Both Exxon and
Chevron shares rose 0.3% in pre-market trading.
PayPal Holdings (NASDAQ:PYPL), Adyen
NV (EU:ADYEN) – Adyen NV will integrate PayPal’s FastLane
checkout, facilitating quick purchases for consumers and expanding
PayPal’s reach. This collaboration marks the first public
partnership between the rivals, benefiting both by leveraging
Adyen’s merchant network and consumer trust in PayPal. PayPal
shares closed up 3.5% on Tuesday and rose 0.2% in pre-market
trading.
Bank of America (NYSE:BAC) – BofA strategists
recommend caution with AI investments, suggesting a focus on more
stable assets. Despite impressive gains in tech stocks, enthusiasm
for AI may have peaked, with growth expectations for AI ETFs
declining. They indicate sectors like consumer goods and finance as
promising alternatives.
Wells Fargo (NYSE:WFC) – Wells Fargo decided to
sell its commercial mortgage servicing business to Trimont, making
it the largest commercial real estate debt servicer in the U.S.
With the deal, Trimont will manage $640 billion in loans. Wells
Fargo remains focused on its core operations, while Trimont
strengthens its leadership in the sector. The deal is likely to
close in early 2025.
Citigroup (NYSE:C) – Citigroup notes that the
carry trade is back, but now hedge funds are borrowing in U.S.
dollars instead of yen. This shift is due to expectations of U.S.
interest rate cuts, making the dollar more attractive for these
operations, especially in emerging markets.
KKR & Co. (NYSE:KKR) – KKR and Japanese
real estate company Hulic have made a $2 billion offer to buy the
Shiodome City Center, a skyscraper in Tokyo, from Singapore’s
sovereign wealth fund GIC. The sale, potentially one of the most
expensive in Japan, could be affected by ongoing discussions and
changes in the real estate market.
Johnson & Johnson (NYSE:JNJ) – Johnson
& Johnson announced the acquisition of V-Wave for up to $1.7
billion, aiming to expand its market for heart disease devices.
J&J will pay $600 million upfront, with up to $1.1 billion
additional contingent on regulatory and commercial milestones.
Eli Lilly (NYSE:LLY) – Eli Lilly shares closed
up 3.05% on Tuesday after the company announced that its
tirzepatide medication reduced the risk of type 2 diabetes by 94%
in adults with prediabetes and obesity. Tirzepatide also helped
patients lose an average of 22.9% of body weight, outperforming
semaglutide. Shares rose 0.2% in pre-market trading.
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