Taiwan Semiconductor Manufacturing Co.
(NYSE:TSM) – TSMC is planning new factories in Europe focused on AI
chips after starting construction on its first plant in Dresden,
Germany. According to Wu Cheng-wen of TSMC, the company is
considering further expansion in Europe, but there is no specific
timeline. TSMC is already investing $65 billion in three factories
in Arizona, but most of its production will remain in Taiwan. TSMC
is set to release its earnings report on Thursday morning.
According to LSEG, TSMC is expected to report a 40% increase in
third-quarter profit due to high demand for AI chips, with
estimated net income of $9.27 billion (T$ 298.2 billion). The stock
rose 0.3% in pre-market trading after closing 2.7% higher on
Friday.
Boeing (NYSE:BA) – Boeing will cut 17,000 jobs,
about 10% of its global workforce, due to the ongoing strike. The
company will also delay the delivery of the 777X jet until 2026 and
record a $5 billion loss in the third quarter, facing financial and
production challenges. Under new leadership from Kelly Ortberg, the
company is restructuring but faces financial hurdles, including
potential credit downgrades. The stock dropped 1.5% in pre-market
trading after closing down 3% on Friday.
Berkshire Hathaway (NYSE:BRK.B) – Berkshire
Hathaway increased its stake in Sirius XM, purchasing 3.6 million
shares for $87 million, raising its total stake to 32%. Although
Sirius XM shares have fallen 55% this year, Berkshire continues to
invest despite concerns over subscribers, stagnant revenue, and
high company debt. BRK.B shares rose 0.4% in pre-market trading
after closing 1.2% higher on Friday.
Alphabet (NASDAQ:GOOGL) – Google has requested
a federal judge in California to suspend a court order requiring
greater competition in its Play app store. The tech giant argues
that the measure, which takes effect on November 1, would harm the
company and pose security and privacy risks on Android. Shares rose
0.1% in pre-market trading after closing 0.7% higher on Friday.
Nvidia (NASDAQ:NVDA),
Accenture (NYSE:ACN) – Nvidia made two significant
moves: it launched a 72-billion-parameter large language model,
NVLM, and formed a strategic partnership with Accenture for AI
services. The NVLM puts Nvidia in the open-source AI game, directly
competing with models from OpenAI, Meta, and Alphabet. Nvidia
shares rose 0.6% in pre-market trading after closing flat on
Friday.
Netflix (NASDAQ:NFLX) – Netflix shares have
surged 48.5% this year as the company cut costs, introduced ads,
and cracked down on password sharing. Analysts expect a
subscription price hike, driven by content releases like the second
season of “Squid Games” and events like live NFL games. Analysts
predict an 8% to 15% increase in the Standard plan. Shares rose
0.4% in pre-market trading after closing down 1.0% on Friday.
JFrog (NASDAQ:FROG) – JFrog has attracted
preliminary acquisition interest from private equity firms,
including Permira and Hellman & Friedman. However, there are no
guarantees this will result in a deal. JFrog has denied being in
any merger or acquisition talks, and its stock closed 4.5% higher
on Friday after news of the interest. Shares are stable in
pre-market trading.
Tesla (NASDAQ:TSLA) – Tesla shares closed down
8.8% on Friday after Elon Musk unveiled the Cybercab, a two-seater
sports robotaxi from Tesla, causing confusion among analysts and
investors. They questioned the limited design and lack of financial
details. With production set for 2026, the model may not meet
market demand, as two-door vehicles are unpopular in the U.S.
Shares rose 1.6% in pre-market trading.
Stellantis NV (NYSE:STLA) – Carlos Tavares, CEO
of Stellantis, will be actively participating in the Paris Auto
Show with a busy schedule of public events. Tavares faces
challenges following a profit warning and a 45% drop in shares in
2024. The company is dealing with operational issues in the U.S.,
such as high prices and accumulated stock. Tavares aims to turn
things around before his retirement in 2026, amid growing
competition and internal reorganization. He recently stated that
France’s planned corporate tax hike will hurt investments in the
country, costing Stellantis “millions of euros,” though the company
can absorb the impact. Tavares also warned that tax hikes for the
wealthy could cause skilled talent to leave. Shares are stable in
pre-market trading after closing down 2.2% on Friday.
Fisker (USOTC:FSRNQ) – Electric vehicle startup
Fisker received court approval for its liquidation plan after
securing the sale of 3,000 Ocean SUVs for $46 million. Fisker filed
for bankruptcy in June due to cash flow problems, halting
production. American Lease will buy the fleet and pay $2.5 million
for support services.
Plug Power (NASDAQ:PLUG) – Plug Power shares
closed 7.6% higher on Friday after Norway’s central bank, Norges
Bank, increased its stake to 88 million shares, about 8% of the
total. The bank’s interest, known for investing in sustainability,
boosted confidence in the hydrogen fuel cell maker, which faces
challenges in developing low-cost technology. Shares dropped 1.4%
in pre-market trading.
Kinder Morgan (NYSE:KMI) – A U.S. appeals court
has suspended approvals for the construction of a 32-mile pipeline
in Tennessee by Kinder Morgan after a request from environmental
groups. The decision was made to give the court time to assess
claims that the project could cause environmental harm, with new
arguments in December. Shares dropped 0.2% in pre-market trading
after closing down 4.1% on Friday.
Honeywell (NASDAQ:HON) – Private equity firm
Odyssey is in advanced talks to acquire Honeywell’s face mask unit,
according to Bloomberg News. The deal could value Honeywell’s
personal protective equipment (PPE) division at approximately $1.5
billion.
Mitsubishi UFJ Financial Group (NYSE:MUFG) –
Mitsubishi UFJ Financial Group’s trust banking arm plans to launch
three funds worth up to $670.6 million (100 billion yen) in 2024 to
offer loans to businesses, according to Nikkei. These funds will
seek financing from insurers and pension funds for mergers,
acquisitions, and infrastructure projects, meeting the growing
demand for alternative financing. Shares closed 3.2% higher on
Friday.
Bain Capital (NYSE:BCSF) – Bain Capital made a
binding offer of 9,450 yen per share to buy Fuji Soft, valuing the
company at $4 billion, outbidding KKR’s offer by 7%. Bain plans to
launch the offer soon, while KKR argues its proposal is more
advantageous for the company.
Charles Schwab (NYSE:SCHW), Ally
Financial (NYSE:ALLY), UMB Financial
Corp. (NASDAQ:UMBF), KeyCorp (NYSE:KEY) –
The Federal Open Market Committee cut the federal funds rate in
September, but the effects on banks will take time to appear. By
2025, banks like Charles Schwab, Ally Financial, UMB Financial, and
KeyCorp are expected to improve their net interest margins as
interest rates decline and bond yields rise. Schwab shares rose
0.5% in pre-market trading after closing up 1.6% on Friday.
Citigroup (NYSE:C) – Citigroup has hired two
senior bankers from JPMorgan for its markets team in Asia. Anand
Goyal was appointed head of institutional FX sales for several
Asian regions and will be based in Singapore. Hooi Wan Ng was named
head of markets for Malaysia, reporting to Citi’s regional
leaders.
CVS Health (NYSE:CVS) – CVS Health announced
that it is exiting the infusion services business and plans to
close or sell 29 regional pharmacies in the coming months. The
company stopped accepting new patients on October 8, transferring
current ones to other providers. The move does not affect its
corporate job cut forecast. Shares rose 0.3% in pre-market trading
after closing down 0.3% on Friday.
Pfizer (NYSE:PFE) – Pfizer received approval
for hympavzi, the first anti-tissue factor inhibitor authorized for
hemophilia A or B without inhibitors. Administered weekly via
autoinjector pen, it significantly reduces bleeding and the need
for constant infusions, benefiting especially hemophilia B
patients, who have fewer treatment options available.
GSK Plc (NYSE:GSK) – GSK’s experimental drug,
depemokimab, showed promising results in advanced trials for
treating chronic rhinosinusitis with nasal polyps, a condition that
affects up to 4% of the population. The drug reduced nasal
obstruction and polyp size, boosting GSK’s growth prospects, with
launches expected by 2027. Shares rose 0.9% in pre-market trading
after closing down 1.0% on Friday.
Unilever (NYSE:UL) – Elon Musk’s X platform has
dropped Unilever from a lawsuit alleging a conspiracy to boycott
the platform, causing revenue loss. The two companies reached a
settlement, with Unilever stating that X would meet its
responsibility standards. X continues to pursue its claims against
other defendants in the case.
Mitsubishi UFJ Financial (NYSE:MUFG)
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