Breaking market news that moves the markets around the globe. Just the bottom line.
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IBM announces its most powerful quantum processor, the IBM Quantum Nighthawk
Trump announces deal with Novo Nordisk NVO and Eli Lilly LLY to slash prices for GLP-1’s. Prices for the GLP-1 drugs will be cut to $245 per month over a two-year period
Qualcomm QCOM Q4 25 Earnings: Revenue: at $11.27B topping the estimates of $10.77B. Adjusted EPS at $3.00 above the expectations of $2.88
Google Gemini AI model to help run Siri features due in 2026. APPLE AAPL finalizing pact that would pay Google $GOOGL about $1B a year
MCDONALD’S MCD – Expects nearly 1,800 net restaurant additions in 2025
INTEL INTC said is in talks to acquire AI chip startup SAMBANOVA
Netflix, NFLX, announces a 10-for-1 stock split
Amazon AMZN Q3 RESULTS: EPS at 1.95 above the estimates of 1.57 Revenue at $180.2B also above the expectations of $177.8B
Nvidia NVDA to invest up to $1 billion in AI startup Poolside
ServiceNow Inc NOW EPS. of 4.82 beating the expectations of 4.26 Revenue of 3.41B topping the expectations of 3.35B
Google GOOG reported Q3 2025 Eps of $2.87 well above the expectations of $2.26 – Revenue came at $87.47B, also above the expectations of $85.11B
HUANG: A return to China would be a “huge bonus” for NVIDIA NVDA
Super Micro Computer SMCI and Nvidia NVDA to launch Vera Rubin platforms in 2026
Tesla Board Chair: Will Redesign Cybercab If Required – Will Add Steering Wheel, Pedals If Mandated By Regulators
AMD is teaming up with the US Energy Department to form a $1 billion supercomputer and AI partnership
U.S. Judge Dismisses Class Action Claim Against Apple AAPL for Antitrust Market Control of iPhone Apps.
Welltower WELL reported EPS of $0.41 per share below the expectations of $0.52
Amazon AMZN may cut 30,000 corporate jobs, starting Tuesday
Nvidia NVDA and Deutsche Telekom plan a €1 billion data center in Germany to boost Europe’s AI infrastructure,
META is delaying the rollout of the company’s flagship Llama 4 AI model, citing underwhelming performance
Dick’s Sporting Goods DKS is acquiring Foot Locker FL for $2.4B, valuing it at $24/share
Apple AAPL plans to produce 25% of iPhones in India
5-13-2025
Microsoft MSFT is cutting 3% of all workers
NVIDIA NVDA and Humain announce strategic partnership to build AI factories of the future in Saudi Arabia
Coinbase COIN shares rallies after the announcement it will join the S&P 500 index
The Nasdaq 100 Index turns positive for the year
Bank of America BAC to open more than 150 new branches by 2027
Nvidia to end semiconductors to Saudi’s AI company Humain for AI data centers
Apple AAPL Plans to Shift the Assembly of All US-Sold iPhones to India as Soon as Next Year
BOFA: Tariffs could cut 2025 S&P 500 earnings by ~10%
Citi lowers it’s 0-3 month Aluminum price forecasts to $2,200/T
Citi lowers it’s 0-3 month copper price forecasts to $8,000/T.
European Indices: DAX -7.08% – FTSE100 -5.06% – CAC40 -6.04% – FTSE MIB -7.76%
NVDA CEO Jensen Huang: “Robotics will be the biggest industry of all”
General Motors, GM, has selected Nvidia, NVDA, to build its self-driving car fleet.
3-4-2025
Tesla’s TSLA China EV sales dropped by 49.2% in Feb 2025
Ford to recall 35,328 vehicles for defective LED lights posing fire risk
Nvidia NVDA reported Q4 results, beating both EPS and revenue expectations. Earnings came at $0.84 above the forecasts of $0.84
Nvidia NVDA Revenue came at $39.3B topping the expectations of $38B
Ford F recalls 240,510 vehicles for seat belt problems in specific models
Rivian RIVN Recalls 17,260 Vehicles Over Headlight Failure Risk in Cold Weather
Tesla TSLA Recalls 380,000 U.S. Vehicles Over Power Steering Failure Risk
Tesla TSLA to launch showrooms in New Delhi & Mumbai, selling imported EVs due to high import tariffs
Tesla TSLA begins mass production of revamped Model Y in Shanghai factory
Fox Corp FOXA acquires Red Seat Ventures to reach younger audiences & enter the expanding podcast market
Lyft to launch fully autonomous robotaxis in Dallas with Mobileye by 2026
Palantir PLTR for FY 2025, expects revenue of $3,741 – $3,757 million, $206 – $254 million above current analyst estimates
Palantir PLTR U.S. commercial revenue grew 64% y/y and 20% q/q and U.S. government revenue grew 45% y/y and 7% q/q.
Caterpillar reported Q4 2024 EPS of $5.14 topping the expectations of $5.05. – Revenue at $16.22B below the forecasts of $15.76B
Gilead Sciences GILD Settles Billion-Dollar Patent Dispute with U.S. Government Over HIV Drugs Truvada and Descovy
Robinhood Markets HOOD to pay $45M in SEC settlement for rule violations (inaccurate reporting & failure to file timely activity reports)
Meta Platform’s META Mark Zuckerberg says the Biden administration pressured Meta to take down Covid/vaccine content
Walgreens WBA reported $0.51 per share better than expectations and $39.5 billion in sales, sees 2025 EPS at $1.40-$1.80
Tesla TSLA recalls 239,000 vehicles for rear-view camera issue fixable with a software update
Constellation Energy CEG acquires Calpine Corp in $26.6B deal
Constellation Energy CEG is in advanced talks to acquire closely held Calpine in a cash-and-stock deal that could be announced as soon as Monday
Meta META to test allowing buyers to view eBay EBAY on Facebook Marketplace
Cintas CTAS Offers $5.1 Billion to Acquire UniFirst UNF at 62% Premium, UniFirst Shares Soar 40%
Getty Images GETY & Shutterstock merge in $3.7B deal. Shutterstock shareholders offered $28.85 cash, 13.7 GETY Images shares, or mixed payment options.
NVIDIA NVDA Founder and CEO, Jensen Huang, predicted that the autonomous industry is likely to become the first multi trillion dollar robotic industry!
NVIDIA NVDA announced Project DIGITS, a personal AI supercomputer powered by the GB10 Superchip and based on GraceBlackwell architecture.
Nvidia NVDA announced a new series of gaming chips, the RTX 50 series, based on the company’s advanced ‘Blackwell’ AI technology. Price from $549 to $1,999
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