Qualcomm (NASDAQ:QCOM) – Qualcomm, in
collaboration with Samsung and Google, is developing mixed-reality
glasses that connect to smartphones, offering a lighter, more
portable alternative to Apple’s bulky headsets. Qualcomm CEO
Cristiano Amon hopes these glasses will provide new experiences and
expand the mixed-reality market, which is currently smaller than
the smartphone market. Shares rose 0.2% in pre-market after closing
1.3% higher on Wednesday.
Verizon Communications (NYSE:VZ),
Frontier Communications Parent (NASDAQ:FYBR) –
Verizon will increase its quarterly dividend to 67.75 cents per
share, marking its 18th consecutive year of growth. This adjustment
raises its dividend yield to 6.53%, reinforcing its position as the
highest yield in the Dow Jones Index. The payment will be made on
November 1 to shareholders of record by October 10. Verizon is also
in advanced talks to acquire rival Frontier Communications. The
deal could be announced soon and is expected to be an all-cash
transaction. Frontier shares closed 38% higher on Wednesday after
the negotiations were disclosed, boosting its market value to $9.3
billion. Frontier specializes in fiber-optic services. Verizon
shares rose 0.3% in pre-market after closing 3.4% lower on
Wednesday.
Samsonite International SA – Samsonite is
preparing for a dual listing in the US to improve liquidity and
attract global investors. The company is working with JPMorgan and
Morgan Stanley and may consider the US as its primary listing
venue. Already traded in Hong Kong, Samsonite aims to expand its
international presence.
Alphabet (NASDAQ:GOOGL) – The European
Commission will seek feedback next week on Google’s proposals to
comply with fair competition rules. The investigation, launched in
March, examines whether Google favors its own services in search
results, violating the EU’s Digital Markets Act. The company may
face charges and fines if it doesn’t meet the requirements. Shares
rose 0.4% in pre-market after closing 0.6% lower on Wednesday.
Meta Platforms (NASDAQ:META) – Meta’s Oversight
Board ruled that Facebook should not automatically remove the
phrase “From the river to the sea” as it may have various meanings
and is not necessarily harmful. The phrase is often used in
pro-Palestinian protests and has sparked controversy over its
interpretations. Shares rose 0.4% in pre-market after closing 0.2%
higher on Wednesday.
Microsoft (NASDAQ:MSFT) – The UK regulator
approved Microsoft’s acquisition of Inflection AI’s former
employees and partnership with the startup, concluding that the
deal does not harm competition. Inflection, with a small share of
the UK chatbot market, had no significant competitive impact.
Shares fell 0.1% in pre-market after closing 0.1% lower on
Wednesday.
OpenAI – Safe Superintelligence, co-founded by
former OpenAI chief scientist Ilya Sutskever, raised $1 billion to
create a safe, advanced AI system. Investors include Andreessen
Horowitz and Sequoia Capital. Unlike other companies, Safe
Superintelligence focuses exclusively on developing a safe
superintelligence without selling short-term products.
Foxconn (USOTC:FXCOF) – In August, Apple’s
partner Foxconn reported a 33% revenue increase, hitting a record
$17.1 billion, driven by high demand for AI servers. After a
decline in smartphone sales, Foxconn saw a significant rise in
server sales. Growth is expected to continue, with a recovery in
the AI server sector and a rebounding smartphone market.
Nvidia (NASDAQ:NVDA) – Nvidia said it hasn’t
received a subpoena from the US Department of Justice but is
willing to cooperate, according to Bloomberg. Reports suggest the
Department is investigating Nvidia’s business practices, including
hardware bundling, its $700 million RunAI acquisition, and market
activities. Reuters notes the probe may focus on Nvidia’s dominance
in the AI market. Meanwhile, Volvo Cars announced that its future
models, starting with the EX90, will use a single software system
powered by Nvidia chips. The software will enhance safety and allow
remote updates. Shares rose 1.1% in pre-market after closing 1.7%
lower on Wednesday.
Intel (NASDAQ:INTC) – Intel suffered a setback
in its contract manufacturing division after Broadcom tested its
advanced 18A process and found it unsuitable for mass production.
This could hinder Intel’s recovery efforts as it seeks to attract
major clients for expansion. CFO David Zinsner commented that Intel
will start generating significant revenue from its contract chip
manufacturing in 2027. The company is negotiating with 12 clients
and decided to focus on its 18A manufacturing process. For now,
revenue comes from advanced packaging. Shares rose 0.2% in
pre-market after closing 3.3% lower on Wednesday.
ASML (NASDAQ:ASML) – ASML CEO Christophe
Fouquet said that US restrictions on exports to China have become
more about economics than security. He anticipates growing
resistance to these restrictions, although the slowdown in China’s
chip advances continues. Shares fell 1.3% in pre-market after
closing 4% lower on Wednesday.
AeroVironment (NASDAQ:AVAV) – In an interview
with CNBC, AeroVironment CEO Wahid Nawabi emphasized that its
drones are more affordable and effective than competitors. He
highlighted the importance of the company’s drones for Ukrainian
forces and mentioned a $1 billion contract with the Department of
Defense.
Palo Alto Networks (NASDAQ:PANW),
IBM (NYSE:IBM) – Palo Alto Networks acquired IBM’s
cloud security assets for $500 million, including QRadar software.
Palo Alto plans to integrate these customers into its Cortex XSIAM
platform. The deal could boost Palo Alto’s customer base and
strengthen its position in the cybersecurity market.
Logitech International SA (NASDAQ:LOGI) –
Daniel Borel failed in his attempt to remove Wendy Becker as chair
of Logitech. With 86% of shareholders supporting Becker’s
re-election, Borel argued the company has failed to adapt to new
tech trends. He proposed Guy Gecht as a replacement, but Gecht
received only 14% of the vote.
Roblox (NYSE:RBLX) – Roblox is appealing a
decision in Turkey that banned its platform over child safety
concerns. The ban, initiated in August, was prompted by
inappropriate content accessible to children and allegations that
adults could interact inappropriately with minors. Roblox is
working with authorities to reverse the decision.
Alibaba (NYSE:BABA) – Alibaba will allow WeChat
Pay transactions on its Taobao and Tmall platforms, breaking a
barrier between competitors after the regulatory crackdown on
monopolistic practices. Shares fell 0.5% in pre-market after
closing 0.2% higher on Wednesday.
Disney (NYSE:DIS) – The dispute between DirecTV
and Disney over fees and programming bundles is shaping the future
of pay-TV. DirecTV wants cheaper bundles without ESPN, while Disney
defends the traditional structure. The battle may also accelerate
the shift to sports streaming.
US Steel (NYSE:X) – The Biden administration
informed Nippon Steel on Saturday that its $14.9 billion bid for US
Steel could threaten national security by weakening the American
steel industry. The Committee on Foreign Investment in the US
highlighted concerns about reduced domestic production. The
decision is under consideration due to strong political opposition
and US Steel’s warnings about job losses and potential headquarters
changes. The deal faces opposition from politicians, including
Kamala Harris and Donald Trump. Shares rose 2.4% in pre-market
after closing 17.5% lower on Wednesday.
Phillips 66 (NYSE:PSX) – Phillips 66 expects a
favorable refining market next year, with strong global demand and
limited production capacity. High margins and the competitiveness
of US refineries should sustain operations despite a projected
global refining capacity reduction of 700,000 barrels per day.
General Motors (NYSE:GM) – GM will start
producing hybrid-flex vehicles in Brazil, capable of using 100%
ethanol or gasoline, along with batteries. Production is scheduled
for 2025, as part of a R$7 billion investment. GM also plans to
expand its electric vehicle lineup in Brazil. Shares fell 0.1% in
pre-market after closing 0.1% higher on Wednesday.
Stellantis (NYSE:STLA) – Stellantis, Jeep’s
parent company, announced it will resume production at some US
plants after adjusting production levels. The company recently
halted the manufacture of Jeep Wrangler and Grand Cherokee SUVs.
Operations at the Toledo North, Jefferson, and Mack plants will
restart, and Bob Broderdorf was appointed head of Jeep North
America. Shares fell 0.4% in pre-market after closing 1.1% higher
on Wednesday.
Tesla (NASDAQ:TSLA) – Tesla plans to launch its
Full Self-Driving technology in China and Europe in Q1 2025,
pending regulatory approval. The company has already made progress
in China, securing approval for tests in Shanghai and establishing
local partnerships, aiming to maintain its leadership in the EV
market. Shares rose 3% in pre-market after closing 4.2% higher on
Wednesday.
Norfolk Southern (NYSE:NSC) – Norfolk Southern
announced a tentative agreement with the union representing
conductors in 22 US states. Nearly 65% of the company’s unionized
workforce is now covered by tentative agreements.
Boeing (NYSE:BA) – Acting US Labor Secretary
Julie Su urged Boeing and its 30,000 workers to settle their
differences and finalize a fair contract ahead of a vote on
September 12. If unresolved, workers could strike on September 13.
Negotiations still involve issues like job security and wage
increases.
Visa (NYSE:V) – Visa is partnering with major
UK banks to revamp bank transfer payments, aiming to introduce a
formal process for disputing transactions. The initiative seeks to
improve security and direct debit experiences, addressing fraud and
inflexibility issues in the current system.
JPMorgan Chase & Co. (NYSE:JPM) – JPMorgan
downgraded Chinese stocks from “overweight” to “neutral,” citing US
election volatility and China’s weak economic growth. The bank
warns that a new trade war with the US and internal challenges
could negatively affect the market.
Goldman Sachs (NYSE:GS) – Goldman Sachs
predicts the US economy will grow more under a Democratic victory
led by Kamala Harris, due to increased spending and tax credits. A
Republican win, particularly with Donald Trump, would hinder growth
with tariffs and strict immigration policies. Goldman also
forecasts that AI will reduce shale production costs by 30% over
the next decade, potentially lowering oil prices by up to $5 per
barrel. While AI will boost oil supply, it will also modestly
increase demand, raising prices by $2.
Bank of America (NYSE:BAC) – The US election is
becoming a major risk to the global economy, with Bank of America
highlighting uncertainty over candidates’ platforms and their
potential market impact. Although the election is not yet reflected
in market prices, the US economy and Federal Reserve decisions are
dominating attention. Shares rose 0.3% in pre-market after closing
0.5% lower on Wednesday.
Citigroup (NYSE:C) – Citi warns that if OPEC+
doesn’t cut production further, oil prices could drop to $60 per
barrel by 2025 due to increased supply and weaker demand. Without
new cuts, confidence in OPEC+ could erode, leading to even lower
prices.
Robinhood Markets (NASDAQ:HOOD) – Robinhood
Markets will pay $3.9 million to settle claims that it prevented
cryptocurrency withdrawals between 2018 and 2022. The agreement
requires the platform to allow withdrawals to personal wallets and
improve its trading practices. Shares rose 0.4% in pre-market after
closing 1.3% lower on Wednesday.
Blackstone (NYSE:BX) – Blackstone, in
partnership with Canada Pension Plan Investment Board (CPP
Investments), will acquire Australian data center group AirTrunk
for $16.1 billion (A$24 billion). The acquisition, the largest in
Australia this year, requires approval from the Australian Foreign
Investment Review Board.
AstraZeneca (NASDAQ:AZN) – Five AstraZeneca
employees in China were detained for questioning over potential
legal violations, including improper patient data collection and
importing an unapproved drug. The investigation, led by Shenzhen
police, comes amid a crackdown on pharmaceutical smuggling in
China. Shares fell 0.4% in pre-market.
Johnson & Johnson (NYSE:JNJ) – Johnson
& Johnson plans to pay an additional $1.1 billion to settle
lawsuits alleging its talc caused cancer, raising the settlement to
over $9 billion. The company is preparing a subsidiary bankruptcy
to finalize the settlement while still facing objections from some
lawyers. Additionally, J&J must pay $1 billion to Auris Health
shareholders for breaching a 2019 agreement. A judge ruled J&J
failed to support Auris’ iPlatform technology as promised,
hindering milestone achievements and additional payments. The
company plans to appeal.
Coca-Cola (NYSE:KO), PepsiCo
(NASDAQ:PEP) – Coca-Cola and PepsiCo, after decades of investment
in Muslim markets like Egypt and Pakistan, are seeing sales decline
due to boycotts against global brands perceived as symbols of the
US and Israel. Coca-Cola experienced a sales drop in Egypt, while
local brands like V7 and Cola Next are gaining popularity.
Beyond Meat (NASDAQ:BYND) – Beyond Meat is
launching a new plant-based product mimicking the texture of muscle
steak, aiming to attract health-conscious consumers. CEO Ethan
Brown mentioned a partnership with a health-focused restaurant
chain, abandoning the previous strategy of partnering with
fast-food chains. The company is also reformulating existing
products, facing challenges in sales and market conditions. Shares
rose 0.2% in pre-market after closing 0.7% lower on Wednesday.
Unilever (NYSE:UL) – Unilever received Russian
government approval to sell its assets in Russia, valued at around
$400 million. The decision follows criticism for maintaining
operations in the country since the start of the Ukraine war.
Arnest Group may be the buyer. Shares rose 0.3% in pre-market after
closing 0.4% higher on Wednesday.
AMC Entertainment Holdings (NYSE:AMC) – AMC CEO
Adam Aron rejected rumors that the company was “suppressing” ticket
sales for the film “City of Dreams.” He stated that these claims
are false and emphasized that AMC benefits from every ticket sold.
The film, which premiered on August 30, addresses human
trafficking. Shares rose 0.6% in pre-market after closing 1.5%
higher on Wednesday.
Topgolf Callaway (NYSE:MODG) – Topgolf Callaway
Brands plans to separate its operations in 2025, potentially
splitting Topgolf and Callaway. The decision reflects Topgolf’s
struggles to attract customers and the need to better align the
business models of both brands. The split could face challenges due
to the company’s debt.
Earnings
C3.ai (NYSE:AI) – The scalable enterprise AI
company reported a loss of 5 cents per share, better than the
projected loss of 13 cents. Revenue was $87.2 million, beating the
estimate of $86.9 million. However, the drop in subscription
revenue to $73.5 million disappointed investors. Future revenue
projections range from $88.6 million to $93.6 million. Shares fell
18.5% in pre-market after closing 1.9% lower on Wednesday.
Hewlett Packard Enterprise (NYSE:HPE) – The
corporate IT solutions company posted adjusted earnings of 50 cents
per share, beating the estimate of 47 cents. Net income was $512
million. Revenue was $7.7 billion, a 10% increase, in line with
analyst expectations. The revenue forecast for the next quarter is
between $8.1 billion and $8.4 billion, with adjusted earnings per
share between 52 cents and 57 cents, above estimates. Antonio Neri,
CEO of Hewlett Packard Enterprise, said it is the company’s
“fiduciary duty” to seek compensation against the estate of Mike
Lynch after his death last month. Lynch, who faced a $4 billion
civil suit for fraud in the sale of his company, was cleared of
criminal charges before his death.
ChargePoint (NYSE:CHPT) – The electric vehicle
charging infrastructure company reported a loss of 16 cents per
share, worse than analysts’ consensus of a 15-cent loss. Quarterly
revenue was $109 million, down 27.6%, below the $113.5 million
forecast. For the next quarter, the company projects revenue
between $85 million and $95 million, while analysts expected $135.9
million. ChargePoint expects to reach positive EBITDA by fiscal
2026. Shares fell 8.9% in pre-market after closing 0.6% lower on
Wednesday.
Casey’s (NASDAQ:CASY) – The convenience store
chain posted diluted earnings per share of $4.83, a 7% increase,
beating analysts’ estimates of $4.58. Revenue reached $4.2 billion,
in line with expectations. Net income grew 6% to $180 million.
Same-store inside sales increased 2.3%. Operating expenses rose 9%
due to store expansion.
Credo (NASDAQ:CRDO) – The high-performance
connectivity company reported adjusted earnings per share of 4
cents, in line with expectations. Revenue was $59.7 million,
exceeding the $59.48 million consensus and representing 70%
year-over-year growth. For the second quarter, the company
forecasts revenue between $65 million and $68 million, above
analysts’ estimates. Shares fell 13.1% in pre-market after closing
1% lower on Wednesday.
Sprinklr (NYSE:CXM) – The customer experience
management company reported adjusted earnings of 6 cents per share,
below the 7-cent estimate. Revenue was $197.2 million, beating the
$194.51 million forecast. For the third quarter, the company
projects revenue between $196 million and $197 million, above
expectations. However, its earnings per share forecast for the next
quarter of 8 cents fell short of the 12-cent expectation, as did
the full-year EPS forecast.
Copart (NASDAQ:CPRT) – The online vehicle
auction company reported fourth-quarter revenue of $1.1 billion, a
7.2% increase, with net income of $323 million, down 7.3%. Diluted
earnings per share were 33 cents, an 8.3% decrease. For fiscal
2024, revenue grew 9.5% to $4.2 billion, with EPS of $1.40. Shares
fell 5% in pre-market after closing 0.9% lower on Wednesday.
AeroVironment (NASDAQ:AVAV) – The drone and
defense technology company reported adjusted earnings of 89 cents
per share, beating FactSet’s estimate of 62 cents. Revenue grew 24%
year-over-year to $189.5 million, surpassing the $183.2 million
expectation. However, its annual earnings forecast of $3.18 to
$3.49 per share and revenue of up to $820 million disappointed,
falling short of the $3.50 per share and $841.5 million
forecast.
Verint (NASDAQ:VRNT) – The engagement
intelligence company reported second-quarter earnings of $5.5
million, compared to a $6 million loss the previous year. Adjusted
earnings per share were 49 cents, below the 53-cent estimate.
Revenue remained flat at $210.17 million. The company maintains its
full-year EPS forecast of $2.90. Shares fell 14% in pre-market
after closing 1% lower on Wednesday.
Concrete Pumping Holdings (NASDAQ:BBCP) – The
specialty concrete pumping and materials company reported revenue
of $109.6 million, missing estimates of $125.47 million and falling
from $120.7 million the previous year. Net income was $7.6 million,
with GAAP earnings per share of 13 cents, compared to 18 cents last
year. Adjusted EBITDA was $31.6 million, with total debt at $375
million.
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