Tesla (NASDAQ:TSLA) – Tesla’s sales in China
increased by 19.2% in September, totaling over 72,000 electric
vehicles sold, its best performance of the year. Deliveries of
locally produced Model 3 and Model Y rose by 1.9% from the previous
month. In Q3, Tesla recorded a 12% growth in sales of Chinese-made
electric vehicles. BYD also had a strong month, with sales rising
45.6%. Tesla’s robotaxi, featuring two front seats and falcon-wing
doors, is expected to be unveiled at today’s event, where CEO Elon
Musk will also discuss the implementation of Full Self-Driving
software in the Semi truck. The release schedule for the vehicle,
dubbed Cybercab, is not yet defined. Tesla shares rose 1.1%
pre-market after closing down 1.4% on Wednesday.
GSK plc (NYSE:GSK) – GSK agreed to pay up to
$2.2 billion to settle 93% of U.S. lawsuits related to Zantac,
alleging the drug caused cancer. The settlement, announced
Wednesday, was lower than JPMorgan’s $3.5 billion projection.
Shares rose 0.3% pre-market after closing up 5.8% on Wednesday.
10x Genomics (NASDAQ:TXG) – 10x Genomics
forecasted Q3 revenue of $151.7 million, missing expectations of
$162.2 million. CEO Serge Saxonov stated that changes in commercial
and organizational processes disrupted client relationships more
than expected. Shares dropped 22.1% pre-market after closing up
3.5% on Wednesday.
Pfizer (NYSE:PFE) – Former Pfizer CEO Ian Read
and former CFO Frank D’Amelio have declined to support activist
investor Starboard Value’s push for changes at Pfizer. Both
expressed confidence in the current leadership, including CEO
Albert Bourla, and believe the company will deliver shareholder
value over time. Pfizer shares fell 1.7% pre-market after closing
up 3.4% on Wednesday.
Eli Lilly (NYSE:LLY) – Eli Lilly has sent
cease-and-desist letters to telehealth companies, compounding
pharmacies, and medspas to stop selling knockoffs of its weight
loss drugs Mounjaro and Zepbound. According to Bloomberg, these
copies were allowed during shortages, but the FDA’s recent ruling
has revoked that permission.
Viking Therapeutics (NASDAQ:VKTX) – Viking
Therapeutics announced promising results from an early trial for
its treatment of X-linked adrenoleukodystrophy (X-ALD). The new
drug, VK0214, significantly reduced levels of very long-chain fatty
acids, a disease marker. The treatment was well-tolerated, and the
company plans to continue development. Shares rose 0.7% pre-market
after closing down 6.1% on Wednesday.
Cigna (NYSE:CI) – Cigna filed a motion on
Wednesday to disqualify FTC Chair Lina Khan and other
commissioners, alleging bias in a case against the company. Cigna
claims Khan made inaccurate judgments about pharmacy benefit
managers (PBMs), which are under investigation for practices that
increase drug prices.
Nvidia (NASDAQ:NVDA) – Nvidia CEO Jensen Huang
stated that AI’s future will include services capable of
“reasoning,” but that computing costs must decrease for this to
happen. He predicted tools that will answer complex queries, and
Nvidia plans to increase chip performance annually to enable these
advancements. Impax Asset Management, led by Ian Simm, took
advantage of Nvidia’s stock decline to increase its stake,
believing that Nvidia’s current valuation above $3.2 trillion
remains low given the growing demand for AI chips. Nvidia shares
dropped 0.7% pre-market after closing down 0.2% on Wednesday.
Apple (NASDAQ:AAPL) – Dan Riccio, Apple’s
hardware veteran, is retiring after 26 years, during which he
oversaw innovations such as the Vision Pro headset. Riccio will
hand over leadership of the Vision Products Group to Mike Rockwell
and report to hardware chief John Ternus. Riccio emphasized the
importance of agility and a willingness to take risks in Apple’s
leadership. Apple shares fell 0.3% pre-market after closing up 1.7%
on Wednesday.
Meta Platforms (NASDAQ:META) – Meta is
expanding its AI chatbot, Meta AI, to 21 new locations, including
the U.K. and Brazil. The chatbot offers conversations and
recommendations across Facebook, Instagram, and WhatsApp, reaching
nearly 500 million monthly users. New languages, including Tagalog,
Arabic, and Thai, will also be added. Meta shares dropped 0.4%
pre-market after closing down 0.4% on Wednesday.
Alphabet (NASDAQ:GOOGL) – Two scientists from
Google DeepMind, Demis Hassabis and John Jumper, won the 2024 Nobel
Prize in Chemistry for their innovations in predicting protein
structures. They will share half the prize with David Baker from
the University of Washington, who created new proteins. The work by
Hassabis and Jumper is crucial for understanding diseases and
discovering new medicines. Alphabet shares fell 0.2% pre-market
after closing down 1.5% on Wednesday.
OpenAI – OpenAI reported that its AI models,
like ChatGPT, were used to create false content intended to
influence elections. In 2024, the company neutralized over 20
malicious attempts, including accounts generating articles about
the U.S. and Rwandan elections. OpenAI also revealed that a
suspected China-linked group, SweetSpecter, attempted a phishing
attack on its employees by posing as a ChatGPT user and sending
emails with malicious attachments. The attempt failed due to
OpenAI’s security measures.
Palantir Technologies (NYSE:PLTR) – Palantir
Technologies’ stock surged 150% in 2024, pushing the company close
to a $100 billion market capitalization. This rise makes Palantir
one of the world’s largest software companies, despite analysts’
divided opinions on its valuation. Palantir shares fell 0.4%
pre-market after closing up 4.1% on Wednesday.
Broadcom (NASDAQ:AVGO) – Broadcom shares hit a
new record close on Wednesday, rising 2.9% to $185.96. Shares fell
0.7% pre-market.
E2open Parent Holding (NYSE:ETWO) – E2open
lowered its revenue forecast for fiscal 2025, now estimating
between $607 million and $617 million, down from a previous range
of $630 million to $645 million, due to delays in closing large
deals.
Amazon (NASDAQ:AMZN) – Amazon announced that
Apple TV+, known for shows like Ted Lasso and The
Morning Show, will be available as a Prime Video channel in
the U.S. starting this month for $9.99 per month. Additionally,
Amazon developed the Vision Assisted Package Retrieval system to
improve delivery efficiency, using spotlights and cameras to
instantly read package labels on van roofs. The system will be
installed in 1,000 Rivian delivery vans next year. Amazon is also
investing more than $10 billion in Project Kuiper, aiming to create
a constellation of 3,236 satellites to expand global broadband
access. Although losses may initially rise, analysts at Evercore
ISI believe the long-term revenue opportunities could be
substantial. Amazon shares were flat pre-market after closing up
1.3% on Wednesday.
Walt Disney (NYSE:DIS) – Walt Disney World in
Florida will remain closed Thursday due to the approaching
Hurricane Milton, which may cause significant damage and prolonged
power outages. Other Orlando parks, including Universal Orlando and
SeaWorld, also announced closures. The disruptions could extend
through Sunday. Disney shares dropped 0.3% pre-market after closing
up 1.2% on Wednesday.
Marriott International (NASDAQ:MAR) – The U.S.
Federal Trade Commission required Marriott International to
implement an information security program to resolve charges of
multiple data breaches between 2014 and 2020, affecting 344 million
customers. Marriott also agreed to pay a $52 million fine and
provide customers with data opt-out options. Shares fell 0.9%
pre-market after closing up 2.1% on Wednesday.
Live Nation Entertainment (NYSE:LYV) – Live
Nation CEO Michael Rapino predicted that Oasis’ 2025 tour will be
the biggest of the year. However, he emphasized the need for ticket
market regulation, citing the use of bots for mass purchases and
price hikes in the secondary market. Rapino proposed that
authorities cap resale profits at 20%.
KinderCare Learning Companies (NYSE:KLC) –
KinderCare Learning Companies debuted on the NYSE with an
approximate $3.1 billion valuation, after its shares opened 12.5%
above the initial public offering price.
Unilever (NYSE:UL) – Unilever sold its Russian
subsidiary to local group Arnest, exiting the country following
Russia’s invasion of Ukraine. The sale includes factories in Russia
and Belarus and was valued at up to $411 million. Unilever shares
fell 0.5% pre-market after closing flat on Wednesday.
Etsy (NASDAQ:ETSY) – Etsy is exploring new
strategies to encourage its 95 million users to spend more by
leveraging AI and cloud technology. Retiring CFO Rachel Glaser
highlighted investments in tech and features like “gift mode” to
boost sales, despite recent declines.
Costco Wholesale (NASDAQ:COST) – Costco
reported a 9% sales increase in September, totaling $24.62 billion,
driven by a strong shopping week despite membership fee hikes.
Same-store sales grew 6.7%, and e-commerce sales jumped 22.9%.
Shares rose 2.1% on Wednesday.
AZZ Inc. (NYSE:AZZ) – AZZ reported adjusted
earnings of $1.37 per share for fiscal Q2, beating estimates by 5
cents. The company also raised its fiscal 2025 earnings
forecast.
ExxonMobil (NYSE:XOM) – A consortium led by
ExxonMobil will proceed with phase two of seismic research for gas
exploration on the island of Crete, Greece. The group collected
7,789 km of 2D seismic data, exceeding the necessary amount, and
will now gather 3D data over three years before deciding whether to
drill. Shares rose 0.2% pre-market.
Rio Tinto (NYSE:RIO) – Rio Tinto acquired
Arcadium Lithium for $6.7 billion to gain access to advanced direct
lithium extraction (DLE) technologies. DLE promises to transform
lithium production by extracting the metal in days instead of
months, using techniques similar to water filtration. With rising
demand for EV batteries, the DLE industry is expected to grow
exponentially in the coming years. Rio Tinto shares fell 0.7%
pre-market after closing down 0.5% on Wednesday.
Stellantis (NYSE:STLA) – Stellantis CEO Carlos
Tavares is planning a management overhaul following profit
warnings, inventory surpluses, and declining North American sales.
Tavares’ proposal may be presented at this week’s board meeting,
where his future at the company will also be discussed. Stellantis
shares fell 1.4% pre-market after closing up 1.8% on Wednesday.
Honda Motor (NYSE:HMC) – Honda is recalling 2
million vehicles in North America due to a steering issue that
could increase the risk of accidents. The recall covers 2022 to
2025 models, including the Civic and CR-V, following 10,328
complaints. The NHTSA has been investigating the issue since March
2023. Honda shares closed down 1.7% on Wednesday.
Boeing (NYSE:BA) – Boeing union negotiator Jon
Holden stated that striking workers are prepared to wait after wage
negotiations failed. He noted that Boeing made only small
improvements and that the union has a robust fund to support
members during the strike. S&P estimates the strike is costing
Boeing about $1 billion per month. Shares rose 0.3% pre-market
after closing down 3.4% on Wednesday.
Delta Air Lines (NYSE:DAL) – Delta Air Lines is
set to report earnings today. According to FactSet, earnings are
expected to be $1.52 per share, a 25% decline from last year,
partly due to a CrowdStrike-related incident that caused flight
cancellations. Sales are expected to reach $14.6 billion. Shares
fell 0.3% pre-market after closing up 0.7% on Wednesday.
Azul (NYSE:AZUL), Embraer
(NYSE:ERJ) – Azul’s $500 million debt-to-equity swap is positive
news for Embraer, alleviating concerns about the financial burden
on a key customer. Azul, which already operates 21 E2 jets, plans
to receive 15 to 18 new aircraft by 2025.
Lockheed Martin (NYSE:LMT) – Lockheed Martin
announced that Chauncey McIntosh will become the new vice president
and general manager of the F-35 Lightning II Program starting
December 1, replacing Bridget Lauderdale, who is retiring after 38
years. McIntosh, with over 20 years of experience, will face
challenges like delays in the Technology Refresh 3 upgrade.
Berkshire Hathaway (NYSE:BRK.A) – Warren
Buffett’s Berkshire Hathaway raised $1.9 billion (281.8 billion
yen) through a yen-denominated bond issue, the largest in five
years. The funds will be used for general corporate purposes and
highlight Berkshire’s growing exposure to Japan, where it holds
significant stakes in the five largest trading houses.
BlackRock (NYSE:BX) – BlackRock is considering
acquiring HPS Investment Partners to strengthen its position in the
private credit market. The discussions come as HPS considers an
initial public offering, which could value the company at $10
billion. Other firms, including CVC Capital Partners, have also
expressed interest. BlackRock shares fell 0.5% pre-market after
closing down 0.7% on Wednesday.
UBS Group AG (NYSE:UBS) – UBS’s integration of
Credit Suisse’s clients and data into its platforms is progressing
as planned following a successful test, according to UBS’s head of
technology. The process involves migrating 1.3 million clients and
110 petabytes of data, making it the largest data migration in the
financial sector. UBS shares fell 0.8% pre-market after closing up
1.2% on Wednesday.
Toronto-Dominion Bank (NYSE:TD) – Canada’s TD
Bank will pay approximately $3 billion in fines as part of a
settlement with U.S. regulators over failures in anti-money
laundering monitoring related to drug cartels. The bank’s U.S. unit
will plead guilty, and an independent monitor will be appointed to
ensure compliance.
Stifel (NYSE:SF) – Stifel Nicolaus plans to
challenge an arbitration ruling that requires it to pay more than
$14 million over a structured note strategy. The firm considers the
compensation excessive, marking the first case resolved in Finra’s
forum, with 15 other claims against broker Chuck Roberts still
pending.
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