Alphabet (NASDAQ:GOOGL) – The U.S. Department
of Justice is considering asking a judge to force Google to sell
parts of its business to mitigate its search dominance, including
Chrome and Android. The DOJ proposes measures to reduce Google’s
dominance, which could impact revenues and benefit competitors.
Google plans to appeal, calling the proposals “radical” and
harmful. The decision could lead to a historic breakup of the tech
giant. Shares fell 1.4% pre-market, after rising 0.9% on
Tuesday.
Rio Tinto (NYSE:RIO), Arcadium
Lithium (NYSE:ALTM) – Rio Tinto announced the acquisition
of Arcadium Lithium for $6.7 billion in an all-cash deal. Rio will
pay $5.85 per share, a 90% premium over the previous price. This
move gives Rio access to global lithium mines and deposits,
strengthening its position as one of the largest lithium producers.
Rio’s shares fell 1.3% pre-market, after closing down 4.3% on
Tuesday. Arcadium’s shares surged 31.1% pre-market.
Boeing (NYSE:BA) – Boeing ended negotiations
with the union representing 33,000 U.S. workers after failing to
reach an agreement on wages and benefits. The strike, now nearing
four weeks, continues with the union demanding a 40% wage increase
and the return of pensions, while Boeing offered 30%. The company
is trying to raise billions, facing the risk of a potential credit
downgrade. Investment banks have suggested common stock and
convertible bond offerings to alleviate the situation. S&P
placed Boeing on CreditWatch negative due to the strike, estimating
a $10 billion cash outflow in 2024, which could result in a
downgrade. Additionally, the FAA issued a safety alert on the
rudder of certain Boeing 737 models after the NTSB identified
possible failures. The alert requires airlines to revise procedures
and notify pilots of potential rudder jams, affecting over 40
foreign operators. Boeing delivered 33 jets in September, down from
40 in August, with the strike impacting 737 MAX production. The
company also recorded 65 new orders in the month, totaling 315 for
the year. Shares fell 1.6% pre-market, after closing down 0.8% on
Tuesday.
Azul (NYSE:AZUL) – The Brazilian airline is
seeking to raise around $400 million after reaching an agreement
with lessors to eliminate nearly $550 million in obligations. The
company will offer preferred shares in exchange for the debt,
easing concerns over its debt load and improving its financial
structure. Shares fell 6.2% pre-market, after closing up 6.3% on
Tuesday.
Microsoft (NASDAQ:MSFT) – Oppenheimer
downgraded Microsoft, citing overly optimistic investor
expectations for the immediate impacts of artificial intelligence.
Analyst Timothy Horan warned that AI adoption is slow, and OpenAI’s
losses are concerning, potentially reaching $3 billion by 2025.
Despite the downgrade, Microsoft shares closed up 1.3% on Tuesday.
Shares rose 0.2% pre-market.
OpenAI – OpenAI has reached an agreement with
Hearst Communications to integrate content from its magazines and
newspapers into ChatGPT. The licensing includes publications such
as Esquire and Cosmopolitan, ensuring content appears with proper
attribution. This aligns with OpenAI’s strategy to include
professional journalism in its products, despite some disputes with
outlets like The New York Times. Additionally, OpenAI will announce
a new office in Singapore later this year, expanding its presence
in the Asia-Pacific region. The company has already started forming
a local team, focusing on government and commercial partnerships.
Oliver Jay was named managing director to lead these operations.
This will be OpenAI’s second office in Asia, after Tokyo.
Nvidia (NASDAQ:NVDA) – Nvidia highlighted the
energy efficiency of its new Blackwell chips during an event in
Washington, claiming the energy required to develop OpenAI’s GPT-4
software dropped from 5,500 gigawatts to 3 gigawatts. The company
also promoted its software that allows for the implementation of
personalized AI services. Nvidia shares closed up 4.1% on Tuesday,
marking five consecutive days of gains. They are now 2% away from
their all-time high of $135.58, reached in June. Shares rose 1.3%
pre-market.
Taiwan Semiconductor Manufacturing Co
(NYSE:TSM) – TSMC surpassed third-quarter revenue expectations,
driven by growing demand for artificial intelligence. The company
posted $23.62 billion (T$759.69 billion) in revenue, exceeding
forecasts and representing a 36.5% increase year-over-year. Full
earnings will be released on October 17. Shares rose 0.5%
pre-market, after closing up 0.8% on Tuesday.
Super Micro Computer (NASDAQ:SMCI) – Super
Micro Computer shares closed down 5% on Tuesday, despite a 16% gain
on Monday following the announcement of 100,000 GPU deployments for
AI factories. Concerns persist over profit margins and accounting
irregularity claims, overshadowing the positive demand data. Shares
fell 0.5% in Wednesday’s pre-market.
Qualcomm (NASDAQ:QCOM) – Qualcomm shares fell
0.4% on Tuesday after being downgraded by KeyBanc, due to concerns
over Apple developing its own modem and the slow recovery of PC
demand. Analyst John Vinh highlighted that this could significantly
impact Qualcomm’s revenue, which heavily relies on Apple and
Samsung. Shares fell 0.4% pre-market.
Amazon (NASDAQ:AMZN) – Temu, competing with
Amazon, is selling Fire TV-compatible remotes for just $4, well
below the price of generic versions on Amazon, attracting consumers
by offering a cheaper alternative. Shares rose 0.2% pre-market,
after closing up 1.1% on Tuesday.
Adobe (NASDAQ:ADBE) – Adobe announced that,
starting next year, it will launch a free web-based app to help
creators embed “Content Credentials” in their work, ensuring proper
credit and control over usage in AI systems. The service aims to
promote transparency and protect creators’ work integrity. Shares
closed up 1.8% on Tuesday.
Meta Platforms (NASDAQ:META) – Meta announced
new AI tools to simplify video creation and editing for
advertisers, targeting users who watch videos on Facebook and
Instagram. The tools will allow image transformation into videos
and automatic ad editing. Meta continues investing in video with a
new dedicated feed on Facebook, aimed at increasing watch time and
ad display. Shares fell 0.2% pre-market, after closing up 1.4% on
Tuesday.
Roblox (NYSE:RBLX) – Hindenburg Research
announced a short position in Roblox on Tuesday, alleging the
company inflated its user and engagement metrics, confusing daily
active users (DAUs) with platform visits. Roblox denied the
accusations that DAUs include bots and alternative accounts. Shares
fell 0.6% pre-market, after closing down 2.1% on Tuesday.
Pinterest (NYSE:PINS) – Pinterest has been
receiving positive reviews from Goldman Sachs and Oppenheimer.
Analysts praise the platform’s growth potential and monetization
capabilities, especially after its partnership with Amazon.
Projections indicate a possible 30% increase in stock price over
the next 12 months. Shares were flat pre-market, after closing up
1% on Tuesday.
Trump Media & Technology Group (NASDAQ:DJT)
– Trump Media & Technology Group shares surged 18.5% on
Tuesday, as investors weighed the impact of Vice President Kamala
Harris’s interview on the future of Truth Social. The rise reflects
interest in how the elections may affect the company, despite its
weak financial performance. Shares rose 0.6% pre-market.
Verizon Communications (NYSE:VZ),
Frontier Communications (NASDAQ:FYBR) – Verizon
secured $10 billion in short-term bank financing for its
acquisition of Frontier Communications Parent Inc. Morgan Stanley
leads the group of banks providing a bridge loan, to be replaced
with permanent financing later. Verizon aims to expand its
high-speed internet business with the purchase, valued at around
$9.59 billion. Verizon shares rose 0.3% pre-market, after closing
up 0.4% on Tuesday.
Kosmos Energy (NYSE:KOS), BP
plc (NYSE:BP) – Kosmos Energy reported that an arbitrator
ruled in favor of BP, prohibiting the sale of liquefied natural gas
from the Greater Tortue project to third parties. BP, which owns
56% of the project, is the operator and sole buyer of LNG. The
ruling does not change contract terms, and Kosmos does not expect a
significant financial impact. BP shares fell 0.6% pre-market, after
closing down 3.4% on Tuesday.
Newmont Corp. (NYSE:NEM) – Zijin Mining Group
acquired Newmont Corp’s Akyem gold project in Ghana for up to $1
billion, aiming to increase gold production. With 34.6 tons of
reserves, the mine is expected to operate until 2042, with an
annual extraction of 5.8 tons of gold. The deal requires regulatory
approval and is expected to close in Q4. Newmont shares fell 0.4%
pre-market, after closing down 0.5% on Tuesday.
American Water Works (NYSE:AWK) – The U.S.
water and sewer company halted billing and customer service after a
cybersecurity incident. The company identified “unauthorized
activity” in its network on October 3 and disconnected systems to
protect customer data.
Generac Holdings (NYSE:GNRC) – Generac is
facing a shortage of portable generators after Hurricane Helene and
other storms impacted millions of Americans, according to
Bloomberg. CEO Aaron Jagdfeld said demand for the company’s
products surged, leading to a 52-week high in shares. The company
expects significant additional revenue from power outages, as
Hurricane Milton approaches Florida.
X – Brazil’s Supreme Court has authorized X to
resume operations after the company, under Elon Musk, complied with
court rulings. Musk, initially against the orders, reversed his
stance, blocking flagged accounts and paying outstanding fines. The
decision allows the platform to return within 24 hours.
Tesla (NASDAQ:TSLA) – Tesla shares fell 0.6% to
$243.01 in Wednesday’s pre-market, after closing up 1.5% yesterday.
Investors analyzed new 0% financing deals for the Model 3 and Model
Y. These deals could boost sales but require the purchase of Full
Self-Driving software for $8,000.
General Motors (NYSE:GM) – GM CEO Mary Barra
reassured shareholders about demand for electric vehicles and
gas-powered trucks, emphasizing that profit margins have yet to
peak. She noted that EV sales are growing, and the company is
focused on stability rather than aggressive growth. GM said it’s
developing an affordable electric pickup with a range of up to 350
miles, using lithium iron phosphate (LFP) batteries to reduce
costs. Kurt Kelty, GM’s vice president, highlighted the search for
LFP battery supplies in North America to improve profitability and
EV viability. GM is also preparing to reduce inventory in China and
mentioned that the Cruise division, responsible for autonomous
vehicles, resumed supervised driving in selected cities after
facing challenges. GM CFO Paul Jacobson said the company expects to
lose no more than $2 billion with Cruise in 2025. GM shares fell
0.4% pre-market, after closing up 0.1% on Tuesday.
Honda Motor (NYSE:HMC) – Honda is willing to
adjust its electrification plan if demand for battery electric
vehicles continues to decline. CEO Toshihiro Mibe mentioned the
possibility of delaying factory construction and that the automaker
is maintaining its goal of selling only electric vehicles by
2040.
Canadian Pacific Kansas City (NYSE:CP) – The
Unifor union began negotiations with Canadian Pacific Kansas City
after already starting talks with Canadian National Railway.
Representing 1,200 workers, Unifor seeks to resolve issues like
excessive outsourcing and forced overtime, emphasizing that strikes
could paralyze the Canadian economy.
Citigroup (NYSE:C) – Citigroup lawyers asked
Judge Paul Oetken to dismiss a lawsuit from Attorney General
Letitia James, accusing Citibank of failing to reimburse customers
defrauded by online scammers. The bank argues it has robust
procedures to protect consumers and comply with laws related to
electronic transfers.
Mizuho Financial Group (NYSE:MFG) – According
to Bloomberg, Mizuho is preparing for potential market disruptions
by acquiring liquid assets, such as U.S. Treasury bonds, in
response to investors’ overconfidence in a “soft landing” for the
economy. The company seeks to mitigate risks and maintain
flexibility in the face of potential economic shocks.
Bank of America (NYSE:BAC) – Bank of America
appointed Eamon Brabazon as co-head of global mergers and
acquisitions, alongside Ivan Farman. Brabazon, with nearly nine
years at the institution and experience in mergers across Europe,
the Middle East, and Africa, will help define the global strategy
for the division. Shares fell 0.1% pre-market, after closing down
0.1% on Tuesday.
HSBC (NYSE:HSBC) – Many financial firms are
touting the benefits of artificial intelligence to boost
productivity, but according to HSBC’s Edward Achtner, tangible
results are still limited. Achtner highlighted the importance of a
strategic approach to adopting AI, mentioning the use of the
technology to combat fraud and money laundering, as well as
supporting workers with generative AI. Shares rose 0.3% pre-market,
after closing down 3.8% on Tuesday.
Saratoga Investment (NYSE:SAR) – Saratoga
Investment shares closed up 1.4% at $23.58 on Tuesday after its
fiscal second-quarter report showed total investment income of $43
million and earnings per share of $1.33, beating expectations. The
company’s assets under management fell from $1.1 billion to $1.04
billion.
Blackstone (NYSE:BX) – Blackstone provided a
$600 million private loan to Acuity Knowledge Partners, a research
company owned by Permira Holdings. The loan, combining senior and
junior debt, is aimed at refinancing Acuity’s existing debt.
Permira acquired Acuity in January 2023. Blackstone shares fell 1%
pre-market, after closing up 0.3% on Tuesday.
KKR (NYSE:KKR) – Emmanuel Lagarrigue of KKR
argued that prioritizing supply over demand hinders green hydrogen
investments. He noted that KKR is now pursuing a demand-driven
approach to encourage investments in clean fuels, especially after
forming a joint venture in Spain to produce green hydrogen.
Robinhood Markets (NASDAQ:HOOD) – The culture
of stock investment in Britain is stagnant, but Robinhood Markets
seeks to expand in the country, capitalizing on the enthusiasm for
online gambling. The company will offer U.S. stock trading and
margin loans, aiming to diversify its revenue, particularly amid
regulatory pressures in the U.S. Shares fell 1.1% pre-market, after
closing up 9.8% on Tuesday.
Home Depot (NYSE:HD) – Home Depot will require
all corporate employees to work one day in a store each quarter to
strengthen support for retail staff. The move, which includes
managers and remote workers, aims to improve the understanding of
challenges faced in stores. Shares closed up 1.5% on Tuesday.
Pfizer (NYSE:PFE) – Pfizer CEO Albert Bourla
will meet with hedge fund executives at Starboard Value next week,
after the fund acquired a roughly $1 billion stake in the
pharmaceutical company. Starboard seeks changes to improve Pfizer’s
performance, which has struggled after the drop in Covid product
sales. Shares rose 0.4% pre-market, after closing down 0.1% on
Tuesday.
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