Intel (NASDAQ:INTC), Apollo Global
Management (NYSE:APO), Qualcomm
(NASDAQ:QCOM) – Apollo Global Management has reportedly offered up
to $5 billion to invest in Intel, according to Bloomberg. The
negotiations are in the early stages and could change or fall
apart. In addition, Qualcomm is in preliminary talks to acquire
Intel, aiming to reshape the chip sector, but faces significant
challenges, with CEO Cristiano Amon evaluating deal options. The
proposals come amid Intel’s stock losing almost 60% of its value.
According to some experts like Hendi Susanto of Gabelli Funds,
acquiring Intel would be financially risky for Qualcomm and
wouldn’t resolve its reliance on Taiwan Semiconductor, possibly
affecting its margins. In pre-market trading, Intel shares rose
1.9%, while Qualcomm shares dropped 0.2%.
TSMC (NYSE:TSM), Samsung
Electronics (USOTC:SSNHZ) – TSMC and Samsung are
discussing chip projects in the UAE, funded by Mubadala, with
potential investments exceeding $100 billion. TSMC stated no
confirmed plans, while Samsung considers new operations, according
to the WSJ. TSMC shares fell 0.2% in pre-market trading, after
closing 1.2% lower on Friday.
ASML (NASDAQ:ASML) – Morgan Stanley lowered its
earnings estimates for ASML, following similar cuts by UBS and
Deutsche Bank, due to weakness in the memory chip market and
concerns about demand from Intel and Chinese manufacturers.
However, Morgan Stanley expects strong performance in 2025, driven
by demand for advanced AI-related technologies. ASML shares closed
down 4% on Friday but rose 0.1% in pre-market trading Monday.
Constellation Energy (NASDAQ:CEG),
Microsoft (NASDAQ:MSFT) – Constellation Energy and
Microsoft have signed an agreement to revitalize the Three Mile
Island nuclear plant, marking a potential historic restart,
according to Reuters. The plant, which was decommissioned in 2019,
will supply 835 megawatts of electricity, helping meet Microsoft’s
growing data center demands for 20 years. Constellation plans to
spend about $1.6 billion on the plant, expected to be operational
by 2028. The deal still requires regulatory approvals.
Constellation Energy shares rose 0.8% in pre-market trading, after
closing 22.3% higher on Friday.
Meta Platforms (NASDAQ:META) – A Kenyan court
ruled that Meta, Facebook’s parent company, can be sued over the
firing of content moderators after unionization attempts. The
ruling reaffirms a previous decision on layoffs and poor working
conditions, potentially impacting Meta’s global operations with
moderators. In other news, the family of billionaire Eduardo
Saverin, Facebook’s co-founder, donated about $15.5 million to the
Singapore American School, marking the largest donation in the
institution’s history. Superintendent Tom Boasberg noted the gift
would have a “transformative” impact, supporting infrastructure and
educational programs for current and future students. Shares rose
0.6% in pre-market trading, after closing 0.4% higher on
Friday.
Fox Corp. (NASDAQ:FOX) – Fox may avoid a
shareholder vote on a proposal requiring differentiated labels for
its news and opinion programs, according to the U.S. Securities and
Exchange Commission. The decision is a win for the company ahead of
its annual meeting and reflects concerns about misinformation in
news coverage.
News Corp (NASDAQ:NWS) – REA Group, controlled
by News Corp, made a third bid to acquire British company
Rightmove, valuing the brokerage at approximately $8.1 billion. The
new proposal offers 770 pence per share, a 9.2% increase over the
previous offer. Rightmove will consider the bid, but it has already
rejected two others, claiming they undervalue its worth and
potential.
Trump Media & Technology Group (NASDAQ:DJT)
– Shares of Trump Media & Technology Group fell 7.8% on Friday,
hitting a new low of $13.50 after the end of a privileged sales
lockup. The company, which operates the Truth Social app and is 57%
owned by Donald Trump, saw its market capitalization drop to $2.71
billion. Shares rose 1.5% in pre-market trading.
Amazon (NASDAQ:AMZN), Nokia
(NYSE:NOK) – Nokia announced that a Munich Regional Court ruled
Nokia can block Amazon from selling certain Fire TV Stick products
in Germany, accusing Amazon of using Nokia’s patented video
technologies without a license. Amazon contested the decision,
stating the situation will be resolved soon and expressed
dissatisfaction with Nokia’s demands. Both companies are engaged in
patent litigation.
Zoom Video Communications (NASDAQ:ZM) – Zoom
decided to reduce stock compensation for its employees. CEO Eric
Yuan stated that stock dilution has become unsustainable and that
the company will adjust its compensation policy, offering more cash
bonuses and reducing stock grants. Shares rose 0.5% in pre-market
trading, after closing 0.9% higher on Friday.
MicroStrategy (NASDAQ:MSTR) – MicroStrategy
raised $1.01 billion by selling convertible senior notes to acquire
more Bitcoin and redeem higher-yielding bonds. The company used
$458 million to purchase Bitcoin, increasing its total holdings to
about 252,220 units, solidifying its position as the largest
corporate holder of the cryptocurrency. Shares rose 2.3% in
pre-market trading, after closing 0.1% higher on Friday.
Citigroup (NYSE:C) – Citigroup’s plan to expand
in China faces delays due to a $136 million fine imposed by the
Federal Reserve over data management issues. The bank has yet to
receive Fed approval, necessary for obtaining the Chinese license,
but remains in talks to establish its business in the country.
Wells Fargo (NYSE:WFC), Tempur
Sealy (NYSE:TPX) – A Wells Fargo-led consortium launched a
$1.6 billion loan to finance Tempur Sealy International’s
acquisition of Mattress Firm. The FTC seeks to block the deal,
claiming it could harm competition and raise prices. The loan is
one of the largest since 2021, according to Bloomberg.
HSBC (NYSE:HSBC) – HSBC is selling its private
banking operations in Germany to BNP Paribas. The deal, involving
120 employees, will close in the second half of 2025, pending
approvals. HSBC aims to streamline its operations, while BNP
Paribas will strengthen its position in the German market with over
€40 billion in assets. Shares rose 0.5% in pre-market trading,
after closing 1.2% lower on Friday.
Tesla (NASDAQ:TSLA) – Elon Musk announced on X
that SpaceX plans to launch five uncrewed Starship missions to Mars
in the next two years. The success of these missions will determine
the timeline for crewed missions in four years. If failures occur,
the schedule may be delayed by another two years, depending on the
challenges faced. Shares rose 1.0% in pre-market trading, after
closing 2.3% lower on Friday.
General Motors (NYSE:GM) – General Motors will
lay off 1,695 workers at its Fairfax, Kansas plant in two phases by
January 2024. According to Reuters, the first phase will take place
on November 18 and the second on January 12. GM will invest $390
million to produce the Chevrolet Bolt EV, with production resuming
in 2025, resulting in temporary layoffs. In Ontario, Canada, CAMI
plant workers approved a two-year contract with GM, with 95.7%
voting in favor. The deal includes an immediate 10% wage increase,
followed by 2% in September 2025 and 3% in July 2026, along with a
20.25% wage increase for skilled workers. Shares fell 0.4% in
pre-market trading, after closing 0.5% higher on Friday.
Stellantis (NYSE:STLA),
Ferrari (NYSE:RACE) – An Italian judge seized
about $84 million from five people, including John Elkann, in a tax
fraud investigation. Prosecutors allege that Elkann and his
siblings failed to pay taxes on their grandmother Marella
Caracciolo’s inheritance, claiming she resided in Italy, not
Switzerland. The Elkanns’ lawyers argue the seizure does not
indicate guilt, reiterating that their grandmother always lived in
Switzerland.
Boeing (NYSE:BA) – Last Friday, Boeing began
temporary layoffs for thousands of employees in Washington and
Oregon after more than 32,000 workers went on strike, halting
production of the 737 MAX and other jets. Union negotiations are
stalled, and the company is preparing for a possible extended
strike, with workers demanding a 40% wage increase. Additionally,
Boeing announced the immediate departure of Ted Colbert, head of
its space and defense unit, temporarily replaced by Steve Parker.
The new CEO, Kelly Ortberg, highlights the need to restore customer
trust following several setbacks, including issues with the
Starliner capsule and the 737 MAX. Shares rose 0.6% in pre-market
trading, after closing 0.8% lower on Friday.
Alaska Airlines (NYSE:ALK) – Alaska Airlines
reported an IT failure that caused delays and led to a two-hour
stop order on arrivals in Seattle. The airline clarified that the
issue was caused by a certificate and not a cyberattack. Some
residual impacts are still expected.
American Airlines (NASDAQ:AAL) – American
Airlines requested the U.S. Department of Transportation to delay
the resumption of two daily flights to China, citing low travel
demand between the two countries. The airline currently operates
one daily flight between Dallas and Shanghai, but demand has not
yet returned to pre-pandemic levels. Shares fell 0.2% in pre-market
trading, after closing 0.9% lower on Friday.
Southwest Airlines (NYSE:LUV) – Southwest
Airlines is considering changes in routes and schedules to boost
revenue, as well as offering assigned seats. The airline announced
it will take difficult steps to restore profitability and meet
demands from activist investor Elliott Investment Management.
Rio Tinto (NYSE:RIO) – Dominic Barton, chairman
of Rio Tinto, stated in an interview with Bloomberg TV that the
mining industry needs to ramp up exploration to meet growing demand
for critical metals like copper for the energy transition. He
emphasized that mergers and acquisitions will not solve the supply
gap and that the company is focused on exploration investments.
Shares fell 0.3% in pre-market trading, after closing 2.5% lower on
Friday.
Nike (NYSE:NKE) – New Nike CEO Elliott Hill is
expected to reverse the direct-to-consumer strategy of former
president John Donahoe, prioritizing relationships with retailers
and boosting sales. Nike shares closed 6.8% higher on Friday after
his appointment, as the company faces strong competition and seeks
to regain market share. During Donahoe’s tenure, he received nearly
$104 million in salary and benefits at Nike, while the company lost
about $40 billion in market value. Donahoe still holds more than
1.5 million stock options that could generate returns if the stock
price recovers. Hill will receive an annual package worth about $20
million. Shares fell 0.4% in pre-market trading.
AstraZeneca (NASDAQ:AZN) – AstraZeneca
announced that its experimental cancer drug, datopotamab deruxtecan
(Dato-DXD), did not improve survival in breast cancer patients
compared to chemotherapy. The company noted that the use of other
effective therapies after disease progression may have influenced
the results. Shares fell 1.4% in pre-market trading, after closing
0.7% lower on Friday.
Grifols (NASDAQ:GRFS) – Grifols accelerated the
reduction of executive powers from Thomas Glanzmann, who will now
only chair the board, aiming to improve corporate governance. The
change, anticipated for 2025, is part of a restructuring following
criticism from Gotham City Research and comes amid acquisition
talks for the company. Shares fell 2.0% in pre-market trading,
after closing 1.4% lower on Friday.
Cardinal Health (NYSE:CAH) – Cardinal Health
announced the acquisition of Integrated Oncology Network for $1.12
billion, expanding its presence in cancer treatment. The
transaction will allow its Navista unit to access more than 100
healthcare providers across 10 states, strengthening community
oncology services. The company expects a positive earnings impact
within 12 months of the deal’s close.
Johnson & Johnson (NYSE:JNJ) – A Johnson
& Johnson subsidiary filed for bankruptcy for the third time,
seeking a $10 billion settlement to resolve thousands of lawsuits
alleging its talc products cause cancer. Despite 83% of claimants
supporting the deal, J&J faces legal resistance and criticism
for manipulating the bankruptcy system.
Novo Nordisk (NYSE:NVO) – Novo Nordisk shares
closed down 5.5% on Friday after disappointing results from a trial
of its obesity pill, monlunabant, which showed only 6.5% weight
loss over 16 weeks, compared to the 15% expected. The company plans
to initiate a phase 2b trial to further explore dosage and safety.
Shares fell 0.8% in pre-market trading.
Sanofi (NASDAQ:SNY) – Sanofi announced that its
multiple sclerosis drug, tolebrutinib, reduced the progression of a
progressive form of the disease by 31%. The pharmaceutical company
plans to seek approval later this year, following a setback in
trials for the recurring form of the disease. Sanofi is looking to
diversify its options in MS treatment after losing the Aubagio
patent. Sanofi also announced that the Food and Drug Administration
(FDA) approved Sarclisa as a first-line combination treatment for
multiple myeloma in newly diagnosed patients who are ineligible for
stem cell transplant. This is Sarclisa’s third U.S. approval and
the first for newly diagnosed patients, based on data from the
IMROZ study.
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