Boeing (NYSE:BA) – Workers at Boeing’s West
Coast factories voted in favor of a strike. The walkout, the first
since 2008, will affect 737 MAX production amid the company’s
production challenges and mounting debts. The union argued that the
offer didn’t offset years of stagnant wages and rising health care
costs. A 50-day strike could cost Boeing between $3 billion and
$3.5 billion in cash flow, according to TD Cowen. Boeing stated it
is ready to resume negotiations and expressed a willingness to
reset its relationship with the union and seek a new agreement.
Additionally, NTSB chair Jennifer Homendy warned Boeing CEO Kelly
Ortberg of the urgent need to address safety culture issues within
the company. She stated that the employees’ lack of trust
compromises safety. Shares fell 4.0% in pre-market trading after
closing up 0.9% on Thursday.
RH (NYSE:RH) – RH’s stock jumped 19.7% in
pre-market trading Friday after rising 3.83% in Thursday’s regular
session. The company reported second-quarter earnings of $29
million, or $1.45 per share, compared to $3.36 per share last year.
Revenue increased to $829.7 million, beating the $825 million
estimate. For fiscal 2024, RH forecasts demand growth of 8%-10% and
revenue growth of 5%-7%, slightly below previous projections.
Third-quarter demand growth is estimated between 12%-14%.
OpenAI – OpenAI launched the “Strawberry”
series of AI models, including the o1 and o1-mini. These models
enhance reasoning in complex tasks such as science and math,
surpassing previous models. They use the “chain of thought”
reasoning technique to solve problems more effectively and
autonomously.
Microsoft (NASDAQ:MSFT) – Microsoft resolved an
outage that affected its cloud services, such as Word and Teams,
caused by a change made by a third-party internet provider.
Connectivity was restored after reversing the change. The outage
impacted thousands of users and affected multiple platforms.
Microsoft also announced cutting 650 jobs in its Xbox division, the
third layoff this year, while integrating its Activision Blizzard
acquisition. The cuts will focus on corporate and support roles,
without impacting gaming or studios. Microsoft also appointed
Carolina Dybeck Happe, former CFO of GE, as Chief Operating Officer
to strengthen leadership and drive AI transformation. Dybeck Happe,
who aided GE’s recovery and the spin-off of GE Vernova, will join
Microsoft’s senior leadership team. Shares dipped 0.1% in
pre-market trading after closing up 0.9% on Thursday.
Apple (NASDAQ:AAPL) – Irish Prime Minister
Simon Harris stated that the EU court order requiring Apple to pay
$14.4 billion will allow the government to invest in
infrastructure, housing, and capital projects. Ireland and Apple
have contested the tax since 2016, but the funds will now address
urgent challenges. In other news, Republican vice-presidential
candidate JD Vance criticized Apple, stating that while he doesn’t
consider the company “evil,” it benefits from slave labor in its
supply chains in China and other countries. He advocates for tax
cuts for companies that create jobs in the U.S. and higher tariffs
for those outsourcing jobs abroad. Shares rose 0.1% in pre-market
trading.
Alphabet (NASDAQ:GOOGL) – In 2019, Google
removed a feature allowing publishers to prevent ad sales from
being diverted to competitors, anticipating resistance. Documents
show Google tried to soften the change, which is now central to an
antitrust trial, and reveal that Google knew the removal would
increase its influence and could hurt publisher revenue. Shares
rose 0.7% in pre-market trading after closing up 2.3% on
Thursday.
Micron Technology (NASDAQ:MU) – Micron
Technology’s stock fell 3.8% Thursday after BNP Paribas downgraded
the stock and cut its price target to $67, citing the company’s
expected underperformance against AI competitors. Despite the drop,
some analysts still view the stock as undervalued based on price
metrics. Shares rose 0.2% in pre-market trading.
Adobe (NASDAQ:ADBE) – In the quarter ended
August 30, Adobe reported revenue of $5.41 billion, surpassing the
$5.37 billion estimate. Adobe posted net income of $1.68 billion,
or $3.76 per share, compared to $1.40 billion, or $3.05 per share,
in the prior-year period. On an adjusted basis, the company earned
$4.65 per share, while analysts projected $4.53 per share. However,
Adobe forecast lower-than-expected profits for the fourth quarter
due to strong competition and weak demand for its AI tools. Adobe
expects earnings per share between $4.63 and $4.68, slightly below
the $4.67 estimate. Expected fourth-quarter revenue is $5.50
billion to $5.55 billion, below the $5.61 billion forecast. Shares
dropped 8.1% in pre-market trading after closing up 1.1% on
Thursday.
Oracle (NYSE:ORCL) – Oracle forecasts annual
revenue of at least $104 billion by 2029, driven by its cloud
expansion. The company raised its 2026 revenue forecast to $66
billion. Oracle, whose shares are up 53% this year, is focused on
migrating its database customers to the cloud. Shares climbed 6.2%
in pre-market trading after closing up 2.7% on Thursday.
Fortinet (NASDAQ:FTNT) – Fortinet revealed
yesterday that someone gained unauthorized access to some customer
files stored on a third-party cloud, but it did not affect internal
operations. The company notified customers, and there is no
evidence of malicious activity. Shares fell 2.8% on Thursday,
closing at $74.49.
CrowdStrike (NASDAQ:CRWD) – While it’s common
for companies and their leaders to buy back shares during
significant declines to support the price, CrowdStrike hasn’t done
so. Following a drop in July caused by a global outage, the company
did not purchase shares on the open market. The last recorded
repurchase was just 42 shares in June, before the outage. Shares
rose 1.41% on Thursday.
DigitalBridge (NYSE:DBRG) – DigitalBridge is
considering selling all or part of EdgePoint Infrastructure, in
Southeast Asia, valued at up to $4 billion. The company is
exploring options with financial advisers as investors seek
high-demand telecom assets. Discussions are early and may not
proceed. Shares rose 0.9% in pre-market trading after closing up
5.9% on Thursday.
Ericsson (NASDAQ:ERIC) – Ericsson launched a
new company and a joint venture with multiple telecom operators to
offer network API software. These APIs will help prevent fraud,
improve entertainment, and offer various capabilities. The new
company will have 50% ownership by Ericsson and 50% by the
operators. Shares fell 0.3% in pre-market trading after closing up
0.3% on Thursday.
Verizon Communications (NYSE:VZ) – Verizon will
face an expense between $1.7 billion and $1.9 billion in Q3 due to
4,800 planned layoffs. The company also expects charges of up to
$380 million related to asset and business streamlining. Verizon
plans to reduce office space and certain non-core business
operations. Additionally, the company intends to sell assets and
mobile towers to raise capital and improve its position in the
fiber optics market.
Vodafone Group Plc (NASDAQ:VOD) – The UK
questioned whether the $19.7 billion merger between Vodafone and
Three would benefit competition, despite promises to improve mobile
networks. The CMA raised concerns over price hikes and service
reductions but sees potential if the deal is adjusted. The final
decision is due in December. Shares rose 0.5% in pre-market trading
after closing down 0.1% on Thursday.
Amazon.com (NASDAQ:AMZN) – Amazon will invest
$660 million to increase compensation for Delivery Service Partners
(DSPs) next year, raising drivers’ average income to nearly $22 per
hour. The investment, part of a $12.3 billion total over six years,
includes a new app and AI-powered safety measures. Shares fell 0.1%
in pre-market trading after closing up 1.3% on Thursday.
FuboTV (NYSE:FUBO) – The antitrust trial
between FuboTV and Walt Disney, Fox, and Warner Bros Discovery,
regarding the new sports streaming service, is set to begin on
October 6, 2025, according to a court document released Thursday.
Shares fell 1.1% in pre-market trading after closing up 4.1% on
Thursday.
Charter Communications (NASDAQ:CHTR) – Charter
Communications and Warner Bros Discovery renewed their deal,
allowing Max and Discovery+ to be included at no additional cost in
Spectrum TV Select packages. This addition may expand Charter’s
customer base. Shares closed up 3.6% on Thursday.
Warner Bros Discovery (NASDAQ:WBD) – Warner
Bros Discovery expects to add more than 6 million Max subscribers
in Q3, highlighting international growth and new releases. CEO
David Zaslav stated that subscriber growth will drive revenue. The
service, relaunched in May, expanded to Europe and Latin America.
Shares fell 0.4% in pre-market trading after closing up 10.4% on
Thursday.
Roku (NASDAQ:ROKU) – Roku shares rose 5.7% on
Thursday after Wolfe Research stated the company is expected to see
accelerated sales growth. Wolfe Research upgraded the stock from
Peer Perform to Outperform and set a price target of $93 after
increasing sales and free cash flow estimates for 2025. Despite a
19% drop this year, recovery is seen as promising. Shares closed up
5.7% on Thursday.
Sony (NYSE:SONY) – Sony Music is close to
securing a deal to acquire the rights to Pink Floyd’s recordings
for approximately $500 million, according to the Financial Times.
Negotiations have been complicated by disputes between band
members, particularly Roger Waters and David Gilmour. Shares fell
0.3% in pre-market trading after closing down 0.2% on Thursday.
Amazon, Walmart (NYSE:WMT) –
India’s antitrust investigation found that Amazon and Walmart’s
Flipkart violated local laws by favoring certain sellers on their
platforms. Reports indicate these preferred sellers were given
better search placement and additional benefits, harming
competition. Both companies deny wrongdoing and are reviewing the
findings. Walmart shares rose 0.2% in pre-market trading after
closing up 1.0% on Thursday.
Petco (NASDAQ:WOOF) – Investors are focusing
more on meme stocks than financial fundamentals in 2024. Keith
Patrick Gill, known as Roaring Kitty, didn’t mention Petco on
social media, but a subreddit post boosted the stock by 44% in two
days. Despite weak financials, the appointment of a new CEO offers
hope. Shares, up 74.95% this week, closed up 11.3% on Thursday.
McDonald’s (NYSE:MCD) – McDonald’s extended its
$5 meal promotion in the U.S. through December to attract
budget-conscious customers. Launched in June and extended in
August, the offer aims to sustain demand amid competitor
promotions. The company also announced other deals to lure
customers. Shares rose 0.7% on Thursday.
American Airlines (NASDAQ:AAL) – American
Airlines flight attendants approved a new five-year contract with
87% of the vote. The deal includes wage increases of up to 20.5%,
retroactive pay, and compensation for boarding and waiting time.
It’s the first contract to guarantee boarding pay. Shares rose 0.2%
in pre-market trading after closing up 1.0% on Thursday.
Delta Air Lines (NYSE:DAL) – Delta Air Lines
forecasted an improvement in Q3 revenues due to high demand and
moderate industry capacity. The company expects positive unit
revenue growth and earnings per share between $1.70 and $2.00, and
reduced revenue expectations due to a cyberattack that impacted
flights.
Southwest Airlines (NYSE:LUV) – Teamsters Local
19 and Southwest Airlines reached a tentative four-year agreement,
providing a 23% wage increase for flight simulator technicians. The
package includes enhanced retirement and parental leave benefits,
along with ratification bonuses. Member voting will take place
soon.
United Airlines Holdings (NASDAQ:UAL) – United
Airlines postponed its investor updates day, originally scheduled
for May. CFO Mike Leskinen stated that the industry faces financial
challenges and prefers to present better results rather than
promising future improvements while margins remain low. Shares fell
0.3% in pre-market trading after closing up 2.4% on Thursday.
Norfolk Southern (NYSE:NSC) – Norfolk Southern
replaced CEO Alan Shaw with Mark George, the company’s CFO,
following Shaw’s resignation due to an inappropriate relationship
with the chief legal officer. While George brings stability, there
are concerns over the board’s governance, which could lead to
further changes.
Union Pacific (NYSE:UNP) – Union Pacific
announced it has restored all its rail lines following Hurricane
Francine but warned of potential delays for shipments in the
affected area. The railway completed inspections and installed
generators in locations without power. Francine, now a tropical
depression, still poses risks.
General Motors (NYSE:GM) – General Motors is
negotiating to buy batteries from CATL, with the technology
assembled at a new U.S. factory managed by TDK Corp. This aims to
cut costs and avoid tariffs, creating over 1,000 jobs. Ford also
plans to use similar technology in Michigan despite legislative
concerns. Additionally, GM and Hyundai Motor agreed to explore
collaborations in strategic areas, including joint vehicle
development, supply chain cooperation, and clean energy
technologies. The companies signed a memorandum of understanding to
combine forces, reduce costs, and accelerate the delivery of new
technologies and vehicles to the market. Shares rose 0.4% in
pre-market trading after closing up 3.3% on Thursday.
Ford Motor (NYSE:F) – Ford plans to reopen a
factory in Tamil Nadu, India, for export purposes, returning to the
market it exited in 2021. The company sent a letter of intent to
the state government, focusing on production for global markets
rather than domestic sales. Details about the vehicles to be
manufactured will be announced later.
Stellantis (NYSE:STLA) – Stellantis will
suspend production of the electric Fiat 500 for four weeks due to
low demand and challenges in the European electric vehicle market.
The Mirafiori plant in Turin, Italy, will be revamped with a $110
million investment to produce a hybrid version of the model
starting in 2025. Shares rose 0.3% in pre-market trading after
closing down 1.4% on Thursday.
Mastercard (NYSE:MA) – Mastercard will acquire
Recorded Future for $2.65 billion, as announced Thursday. The
acquisition aims to expand Mastercard’s threat intelligence
capabilities, with the company having processed $9 trillion in
transactions last year. With the acquisition, Mastercard will
enhance its ability to detect fraud and cyber threats. Shares rose
0.1% in pre-market trading after closing up 0.8% on Thursday.
Blackstone (NYSE:BX) – Blackstone is
considering selling its majority stake in VFS Global after
receiving interest from investors. The asset manager is evaluating
whether to pursue a full or partial sale, which could value the
company at around $7 billion. Preliminary discussions with advisers
are underway, but no final decision has been made. Shares rose 2.3%
on Thursday.
Lazard (NYSE:LAZ) – In August, Lazard faced
$7.5 billion in net outflows from asset management, as a client
switched to a passive investment strategy. This reduced its total
assets under management to $244.34 billion. Despite this, the bank
saw year-over-year growth and second-quarter profits. Shares closed
up 1.2% on Thursday.
Berkshire Hathaway (NYSE:BRK.B) – Ajit Jain, a
former Berkshire Hathaway insurance executive, sold more than half
of his Class A shares this week, totaling $139.1 million. Jain sold
200 shares, including 104 directly and 96 through family trusts.
The sale followed a peak in share prices and may reflect personal
motives, according to analysts. Jain still holds significant shares
in Berkshire. Shares rose 0.1% in pre-market trading after closing
down 0.5% on Thursday.
Carlyle Group (NASDAQ:CG) – Carlyle Group opted
for an IPO of StandardAero after offers for a sale did not meet
valuation expectations. StandardAero, a major aircraft maintenance
services provider, recently posted profits, reversing previous
losses. The IPO could still change, and terms will be set
later.
Wells Fargo (NYSE:WFC) – Wells Fargo shares
fell 4% on Thursday after the Office of the Comptroller of the
Currency (OCC) identified anti-money laundering control failures
and limited the bank’s expansion in risk areas. The bank pledged to
address the deficiencies, though there are no financial penalties.
Shares rose 0.1% in pre-market trading.
Goldman Sachs (NYSE:GS) – Goldman Sachs hired
Melissa Goldman as a partner and global head of technology
engineering. With 30 years of experience, she returns after having
worked at Google and JPMorgan Chase. Goldman Sachs has brought
other former employees back as partners this year, including Robert
Kaplan.
Deutsche Bank (NYSE:DB) – Deutsche Bank raised
its forecast for the S&P 500 from 5,500 to 5,750 points due to
strong earnings growth, robust stock buybacks, and AI optimism. The
new target reflects a 2.75% increase over the index’s recent close
and is driven by positive economic expectations. Shares rose 0.1%
in pre-market trading after closing up 1.0% on Thursday.
Bank of Montreal (NYSE:BMO) – The Bank of
Montreal won a U.S. appeals court ruling overturning a $564 million
judgment against its subsidiary related to a $3.65 billion Ponzi
scheme run by Tom Petters. The court ruled that the subsidiary was
not liable, following precedents in similar cases. Shares rose 0.1%
in pre-market trading after closing up 0.9% on Thursday.
Navient (NASDAQ:NAVI) – The U.S. Consumer
Financial Protection Bureau barred Navient from managing federal
student loans and imposed a $120 million penalty for errors and
deceptive practices. Navient will permanently exit the student loan
servicing business, including $100 million in restitution and a $20
million fine. Shares closed up 5.5% on Thursday.
ExxonMobil (NYSE:XOM) – Mitsubishi agreed in
principle to buy a stake in ExxonMobil’s Texas hydrogen facility
and acquire low-carbon ammonia. The facility will produce up to 1
billion cubic feet of hydrogen daily and 1 million tons of ammonia
annually starting in 2029. Shares rose 0.4% in pre-market trading
after closing up 1.4% on Thursday.
Occidental Petroleum (NYSE:OXY) – Occidental
Petroleum’s 1PointFive carbon capture unit received up to $500
million from the U.S. Department of Energy for its Direct Air
Capture Center in Texas. This project, already funded by BlackRock,
is crucial for testing the economic viability of this
decarbonization technology. Shares rose 0.7% in pre-market trading
after closing up 0.7% on Thursday.
Dow Inc (NYSE:DOW) – Dow lowered its Q3 revenue
forecast to $10.6 billion from $11.1 billion due to a partial
shutdown of a Texas plant following Hurricane Beryl. The financial
impact could range between $125 million and $150 million. Shares
fell 0.9% on Thursday.
Vale (NYSE:VALE) – Vale aims for 10% of its
iron ore production to come from mining waste by 2030. In 2024, the
miner expects to recover about 7 million tons of tailings, reducing
the storage of hazardous material. Annual iron ore production is
expected to rise to more than 360 million tons after 2030. Shares
fell 0.1% in pre-market trading after closing up 1.5% on
Thursday.
Moderna (NASDAQ:MRNA) – On Thursday, Moderna
delayed its breakeven target to 2028 and forecasted 2025 sales
below market expectations after vaccine development delays. Revenue
projections for 2025 range from $2.5 billion to $3.5 billion, below
analysts’ expectations of $3.74 billion. Shares dropped 3.3% in
pre-market trading after closing down 12.4% on Thursday.
Vale (NYSE:VALE)
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