$DIS – Disney is changing its DEI programs to focus more closely on business outcomes, according…
Tag: Stock Market
📰 $F – FORD GETS MOST OF ITS ALUMINUM AND STEEL FROM U.S. SOURCES – COMPANY CFO
$F – FORD GETS MOST OF ITS ALUMINUM AND STEEL FROM U.S. SOURCES – COMPANY CFO
📰 $F – FORD CEO SAYS 25% MEXICO, CANADA TARIFFS WOULD BE ‘DEVASTATING’
$F – FORD CEO SAYS 25% MEXICO, CANADA TARIFFS WOULD BE ‘DEVASTATING’
📰 $AAPL $BABA- APPLE PARTNERS WITH ALIBABA TO DEVELOP AI FEATURES FOR IPHONE USERS IN CHINA – THE INFORMATION
$AAPL $BABA- APPLE PARTNERS WITH ALIBABA TO DEVELOP AI FEATURES FOR IPHONE USERS IN CHINA –…
📰 $TSLA – MUSK’S OPENAI BID DISTRACTION FROM TESLA CHALLENGES, SAYS OPPENHEIMER 🔸 Oppenheimer says Musk’s OpenAI bid (38% discount to Oct 2024 raise) distracts from Tesla’s challenges, unlikely to lead to talks. 🔸 Tesla faces rising risks: EV/AV competition, Musk’s political activity may alienate consumers/employees, soft EV registrations (CA, Europe, China). 🔸 Keeps Perform rating.
$TSLA – MUSK’S OPENAI BID DISTRACTION FROM TESLA CHALLENGES, SAYS OPPENHEIMER 🔸 Oppenheimer says Musk’s OpenAI…
📰 ELON MUSK-LED GROUP MAKES $97.4B BID FOR CONTROL OF OPENAI: WSJ
ELON MUSK-LED GROUP MAKES $97.4B BID FOR CONTROL OF OPENAI: WSJ
📰 $WU – WESTERN UNION SAYS IT’S SUSPENDING CUBA TRANSFERS INDEFINITELY WESTERN UNION CITES US SANCTIONS IN EMAILED STATEMENT ON CUBA
$WU – WESTERN UNION SAYS IT’S SUSPENDING CUBA TRANSFERS INDEFINITELY WESTERN UNION CITES US SANCTIONS IN…
📰 $MSFT – MICROSOFT HIT BY FRENCH ANTITRUST PROBE OVER BING ACCESS
$MSFT – MICROSOFT HIT BY FRENCH ANTITRUST PROBE OVER BING ACCESS
📰 $AAPL – APPLE SUPPLIER BOE STRUGGLING WITH OLED QUALITY ISSUES, MACRUMORS 🔸 BOE struggles with OLED panel quality for iPhone 14, 15, and 16, failing to meet Apple’s standards. 🔸 Delivered only 7-8M panels in 2024, far below 40M order target. Issues may take 6+ weeks to fix. 🔸 Apple may redirect orders to Samsung Display (likely to get most) and LG Display, which focuses on LTPO AMOLED for iPhone Pro models. 🔸 BOE faced similar issues in 2023 with iPhone 15 light leakage, leading to reduced orders. Rating (🟢 Good, 🟡 Neutral, 🔴 Bad): 🔸 BOE’s performance: 🔴 Ongoing quality and delivery issues. 🔸 Impact on Apple: 🟡 May shift orders, but Samsung/LG can cover. https://t.co/wycpD4fNC6
$AAPL – APPLE SUPPLIER BOE STRUGGLING WITH OLED QUALITY ISSUES, MACRUMORS 🔸 BOE struggles with OLED…
📰 $AAPL – APPLE SUPPLIER BOE STRUGGLING WITH OLED QUALITY ISSUES, MACRUMORS 🔸 BOE struggles with OLED panel quality for iPhone 14, 15, and 16, failing to meet Apple’s standards. 🔸 Delivered only 7-8M panels in 2024, far below 40M order target. Issues may take 6+ weeks to fix. 🔸 Apple may redirect orders to Samsung Display (likely to get most) and LG Display, which focuses on LTPO AMOLED for iPhone Pro models. 🔸 BOE faced similar issues in 2023 with iPhone 15 light leakage, leading to reduced orders. Rating (🟢 Good, 🟡 Neutral, 🔴 Bad): 🔸 BOE’s performance: 🔴 Ongoing quality and delivery issues. 🔸 Impact on Apple: 🟡 May shift orders, but Samsung/LG can cover. https://t.co/wycpD4fNC6
$AAPL – APPLE SUPPLIER BOE STRUGGLING WITH OLED QUALITY ISSUES, MACRUMORS 🔸 BOE struggles with OLED…