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Lowe's Q1 earnings preview: Slower housing market, poor weather expected to hit results somewhat bearish
LOW

Summary: Lowe's (LOW) is expected to post a 5.46% drop in revenue, with same store sales estimated to drop 5.64% year over year. Analysts believe consumers are cutting back visits and spending less, reflecting negatively on foot traffic and average ticket size. Adjusted earnings per share are expected at $2.95 compared to $3.67 from a year ago.

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2024-05-20T21:24:07Z
Business Courier highlights STEM collaboration between UC and GE Aerospace somewhat bullish
GE

Summary: University of Cincinnati and GE Foundation collaborate to introduce engineering to high-school students through GE Next Engineers program, with 45 local graduates and about 40% accepted to UC's College of Engineering and Applied Science.

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2024-05-20T21:24:05Z
Google CEO Addresses Concerns Over AI's Impact On Search Traffic neutral
GOOGL

Summary: Google CEO Sundar Pichai discussed the implementation of AI in search results, addressing concerns from publishers about potential impact on web traffic. Pichai remains optimistic about AI's effect on user engagement and traffic growth. Website owners and SEO professionals should monitor analytics closely to assess real-world impact.

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2024-05-20T21:22:59Z
AI-Driven Rally Set To Expand To Power, Commodities, Utilities: 'It's Not Just About Nvidia Anymore' very bullish
NVDA VRT CEG PEG VST NEE D

Summary: Nvidia is preparing to report its first-quarter 2024 earnings with high expectations following its remarkable first-quarter 2023 results. The company's AI-driven gains are now expected to impact sectors beyond chipmaking, such as power, commodities, and utilities.

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2024-05-20T21:22:07Z
Bank of America, MBA predict rates will hit 6.5% by year-end | National Mortgage News somewhat bullish
BAC

Summary: Long-term inflation expectations among Americans remain close to pre-pandemic levels, Federal Reserve's commitment to bring it down to target, Bank of America expects federal funds rate cut in December, housing sector expected to remain strong.

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2024-05-20T21:20:10Z
Cactus Plant Flea Market x Nike Air Force 1 Low "White" review - Revolt TV neutral
NKE

Summary: Cactus Plant Flea Market (CPFM) collaborates with Nike on a quirky new release of Air Force 1 sneakers featuring puff-printed phrases and unique details.

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2024-05-20T21:14:28Z
Booking Holdings Inc. (BKNG) JPMorgan Global Technology, Media and Communications ... very bullish
BKNG

Summary: Booking Holdings CEO Glenn Fogel and CFO Ewout Steenbergen discuss the company's strong 1Q results and its focus on global leisure travel, alternative accommodations, and the Connected Trip. They highlight the importance of long-term growth, the use of Generative AI for personalized services, and the Genius loyalty program for both travelers and suppliers. The company is optimistic about future margins, expecting operating leverage from scale and efficiency gains from AI.

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2024-05-20T21:13:02Z
Google 'Alphabet' Website Blocked in China on First Day somewhat bearish
GOOGL

Summary: Google's new parent company, Alphabet's website www.abc.xyz was blocked in China less than 24 hours after going live, despite the site containing only a letter from co-founder Larry Page and a link to Google's investor relations page.

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2024-05-20T21:12:37Z
ExxonMobil and National Basketball Association (NBA) Africa Launch Jr. NBA ... - MarketScreener neutral
XOM

Summary: ExxonMobil and NBA Africa launched a new Jr. NBA league in Luanda, Angola with 40 boys' and girls' teams for youth ages 16 and under, aiming to reach over 10,000 participants through basketball clinics, competitions, and STEM sessions.

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2024-05-20T21:10:55Z
It's not “Windows 12”: Microsoft keeps Windows 11 branding despite major changes neutral
MSFT

Summary: Microsoft announces major changes for Windows and Surface lineup at Build developer conference, but confirms no Windows 12 update for now. Updates for Windows 11 focus on AI inference, Arm systems support, and new components, with stricter system requirements compared to Windows 10.

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2024-05-20T21:10:40Z
Microsoft's “Copilot+” AI PC requirements are embarrassing for Intel and AMD | Ars Technica neutral
MSFT

Summary: Microsoft is launching Copilot+ PC initiative at new Surface and Build developer conference, requiring specific hardware including 16GB RAM, 256GB storage, and 40 TOPS NPU; Intel and AMD chips fall short on NPU performance, NPUs to be used for AI-accelerated workloads like Recall feature for AI suggestions locally on device.

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2024-05-20T21:10:38Z
Microsoft's AI chatbot will 'recall' everything you do on a PC - AP News somewhat bullish
MSFT

Summary: Microsoft unveiled a new class of AI-imbued personal computers featuring AI assistant Copilot fused into Windows operating system for PCs, with enhanced features like Windows Recall providing 'photographic memory' of users' virtual activity.

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2024-05-20T21:08:49Z
ExxonMobil and National Basketball Association (NBA) Africa Launch Jr. NBA League in Angola neutral
XOM

Summary: ExxonMobil and NBA Africa have launched a new Jr. NBA league in Luanda, Angola, aiming to reach over 10,000 youth participants this year through various programs including basketball clinics, competitions, and STEM sessions. The league will also feature all-girls basketball clinics as part of the NBA's Her Time to Play initiative. This initiative is in collaboration with nonprofit organization PanAfricare.

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2024-05-20T21:08:34Z
Intel's Max Severity Flaw Affects AI Model Compressor Users - BankInfoSecurity somewhat bearish
INTC

Summary: A maximum-severity bug in Intel's artificial intelligence model compression software can allow hackers to execute arbitrary code on the company's systems. Intel released a fix for the Neural Compressor flaw, rated 10 on the CVSS scale. The bug affects versions before 2.5.0.

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2024-05-20T21:05:22Z
Hess investor D.E. Shaw to abstain from voting on $53 billion Chevron acquisition amid ... somewhat bearish
CVX HES

Summary: D.E. Shaw & Co. will abstain from voting on Chevron's $53 billion acquisition of Hess, supporting a motion to delay the vote amid arbitration with Exxon Mobil. This uncertainty adds a potential roadblock to Chevron's biggest deal in two decades.

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2024-05-20T21:04:42Z
How Apple's AI push could do more than just reignite iPhone sales - CNBC very bullish
AAPL

Summary: Melius Research and Jim Cramer believe Apple's integration of AI into the iPhone will be beneficial for investors, with the upcoming WWDC expected to unveil more about the AI strategy, potentially leading to an upgrade cycle for the iPhone.

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2024-05-20T21:03:52Z
Amgen/AstraZeneca Say Asthma Drug Shows Activity In Another Lung Disease Across ... somewhat bullish
AMGN AZN

Summary: Amgen and AstraZeneca announced results of Phase 2a COURSE trial showing activity of Tezspire in severe COPD with various baseline blood eosinophil counts and improvements in lung function and quality of life.

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2024-05-20T20:59:18Z
With Recall, Microsoft is using AI to fix Windows' eternally broken search - Engadget neutral
MSFT

Summary: Microsoft unveiled a new feature called Rewind at its Build 2024 conference, aiming to make local Windows PC searches as quick and effective as web searches, utilizing AI to retrieve virtually anything seen on the PC.

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2024-05-20T20:59:13Z
Target lowers prices on some grocery and household essential items - Detroit Free Press somewhat bullish
TGT

Summary: Target is lowering prices on about 5,000 'frequently shopped' items at its stores and online, with more reductions expected over the summer, including household staples items. The company aims to help consumers save money amid high inflation.

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2024-05-20T20:55:14Z
Salesforce CEO Marc Benioff sells over $4.2 million in company stock - Investing.com neutral
CRM

Summary: Salesforce CEO Marc Benioff sold over $4 million worth of company stock in multiple transactions under a pre-arranged trading plan. Despite the sales, Benioff still retains a substantial amount of Salesforce stock through various entities. Insider sales can offer insights but may also be for personal financial management reasons.

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2024-05-20T20:54:31Z
JPMorgan Chase Declares Common Stock Dividend - Yahoo Finance somewhat bullish
JPM

Summary: JPMorgan Chase & Co. declared a quarterly dividend on their common stock. The Firm is a leading financial services firm with $4.1 trillion in assets and $337 billion in stockholders' equity as of March 31, 2024.

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2024-05-20T20:54:24Z
Dow Jones Futures: AI Stock Palo Alto Plunges On Earnings; Nvidia Earnings, Fed Minutes Loom neutral
PANW NVDA ZM HOOD PDD TSM TTD TW JPM MRK AAPL MSFT

Summary: Dow Jones futures and major indices were little changed ahead of the stock market open. Artificial intelligence stock Palo Alto Networks plunged more than 9% on earnings, while Nvidia earnings and Federal Reserve minutes are due later this week. Other key earnings movers include Zoom Video Communications. Current economic reports include existing-home and new-home sales, and PMI data. JPMorgan Chase, Merck, Apple, and Microsoft are among notable stocks.

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2024-05-20T20:53:51Z
Dow presents rosy view of the future - C&EN - American Chemical Society somewhat bullish
DOW

Summary: Dow expects to improve pre-tax earnings by more than $3 billion per year by the end of the decade through projects like a low-carbon petrochemical project in Canada and plastics recycling initiatives. Despite overcapacity and sluggish demand in the chemical industry, CEO Fitterling remains optimistic about the company's prospects, with a focus on low costs and investments in expansions and capacity upgrades. Analysts point out that Dow's potential upside depends on market conditions and the timing of demand recovery.

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2024-05-20T20:53:46Z
John Deere expands product line at North Carolina campus - The Fabricator somewhat bullish
DE

Summary: John Deere will invest $70 million to build a new factory in Kernersville, N.C. for excavator production, creating 150 new jobs.

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2024-05-20T20:52:33Z
Here's How Much You Would Have Made Owning Honeywell Intl Stock In The Last 20 Years somewhat bullish
HON

Summary: Honeywell Intl (NASDAQ:HON) has outperformed the market over the past 20 years by 1.66% on an annualized basis producing an average annual return of 9.7%. Currently, Honeywell Intl has a market capitalization of $133.38 billion.

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2024-05-20T20:51:10Z
Microsoft will build AI into new laptops, firing shot at Apple - Washington Post very bullish
MSFT AAPL

Summary: Microsoft announced new computers with built-in artificial intelligence technology to make AI tools run faster directly on their devices, gaining a potential edge over competitors like Apple.

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2024-05-20T20:48:36Z
Raytheon (RTX), Lockheed (LMT) JV Wins Javelin Missiles Deal - Yahoo News Singapore somewhat bullish
RTX LMT NOC GD

Summary: Raytheon Technologies Corp. and Lockheed Martin Corp's joint venture, Javelin, secured a $311.2 million contract for the full-rate production of Javelin missiles from the U.S. Army. The global missiles and missile defense systems market is estimated to grow at a CAGR of more than 8% during 2022-2031, indicating solid growth opportunities for prominent missile manufacturers.

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2024-05-20T20:48:33Z