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Senate Intel Chairman Pushes Companies to Follow Through On Commitments to Combat ... neutral
ADBE AMZN GOOGL IBM MSFT

Summary: Intelligence Committee Chairman Mark R. Warner is pushing tech companies to combat malicious misuses of AI that could impact elections, specifically in relation to the Tech Accord to Combat Deceptive Use of AI in 2024 Elections. Sen. Warner sent letters to signatories requesting specific information on the actions taken to prevent the creation and spread of AI-enabled disinformation. The initiatives aim at enhancing the information ecosystem surrounding the elections and preventing misuse of AI technology.

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2024-05-14T17:01:32Z
Charter CEO: How the end of the Affordable Connectivity Program impacts broadband subs neutral
CHTR

Summary: Charter CEO Chris Winfrey discussed the impact of the Affordable Connectivity Program (ACP) ending on the company's broadband base during a MoffettNathanson investor conference. He mentioned the decline in broadband subscribers and the shift towards offering mobile as a post-ACP lifeline for customers.

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2024-05-14T17:00:50Z
How to Stream the Google I/O 2024 Keynote Live - CNET neutral
GOOGL

Summary: Google's I/O developers conference will showcase updates on Android 15 and AI advancements, with the debut of the budget-friendly Pixel 8A and possible hardware/software features. The event will kick off with a keynote presentation followed by breakout sessions over two days.

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2024-05-14T17:00:44Z
Quick Take | Colgate Palmolive: Strategic initiatives, brand investment paying off somewhat bullish
CPIL

Summary: Colgate Palmolive India (CPIL) reported strong Q4FY24 results with healthy sales growth led by the toothpaste segment. Strategic initiatives by new management are showing positive results.

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2024-05-14T16:57:29Z
Wisconsin State Holds $163 Million in BlackRock, Grayscale Bitcoin ETF Shares - Decrypt somewhat bullish
IBIT GBTC

Summary: State of Wisconsin's Investment Board disclosed holdings of nearly $163 million in Bitcoin ETFs, including shares of BlackRock's iShares Bitcoin Trust (IBIT) and Grayscale Bitcoin Trust (GBTC), in the first quarter of this year.

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2024-05-14T16:56:43Z
Fed's Powell: 'We'll need to be patient' on rates - Yahoo Finance somewhat bearish
INDEXSP:.INX

Summary: Federal Reserve Chair Jerome Powell expressed less confidence in inflation cooling down and stated that the Fed will need to be patient before reducing interest rates, based on higher-than-expected inflation readings in the first three months of the year. Powell noted that the Fed's current restrictive stance on interest rates may take longer than expected to impact inflation.

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2024-05-14T16:55:27Z
CrowdStrike and NVIDIA to Redefine Cybersecurity for the Generative AI Era somewhat bullish
CRWD NVDA

Summary: CrowdStrike and NVIDIA are collaborating to accelerate the use of advanced analytics and AI in cybersecurity to combat modern cyberattacks. This partnership aims to empower organizations with custom generative AI models to protect against evolving threats.

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2024-05-14T16:55:20Z
Former DEI Leader Sentenced for Multi-Million Dollar Fraud at Facebook and Nike very bearish
FB NKE

Summary: Barbara Furlow-Smiles, a former DEI leader at Facebook and Nike, has been sentenced to 63 months in prison for embezzling over $5 million from the companies. She has to repay the full stolen amount.

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2024-05-14T16:55:10Z
Cisco Systems Q3 Preview: Analysts Anticipate 'Stabilizing Core Business Trends' neutral
CSCO

Summary: Cisco Systems Inc announced the launch of Hypershield for increasing data center and cloud security and is scheduled to report its fiscal third-quarter results. Analysts from Piper Sandler and JPMorgan reiterated Neutral ratings with price targets of $51 and $53 respectively.

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2024-05-14T16:54:49Z
Meta Reportedly Shutters Enterprise Comms Arm Workplace - UC Today somewhat bearish
META

Summary: Meta is closing its enterprise communications platform Workplace by May 2026, recommending Workvivo as an alternative. The decision follows a slowdown in growth and departure of key employees, amidst competition from other collaboration tools.

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2024-05-14T16:53:52Z
BlackRock Sustainable American Income Trust Plc - Transaction in Own Shares neutral
BIK

Summary: BlackRock Sustainable American Income Trust plc has purchased 34,100 of its Ordinary Shares at an average price of 204 pence per share to be held in treasury.

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2024-05-14T16:52:02Z
The Container Store struggling, may be sold as it receives NYSE delisting notice somewhat bearish
TCS

Summary: The Container Store, founded in 1978, is exploring strategic alternatives including a potential sale after experiencing declining sales and facing compliance issues with the NYSE.

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2024-05-14T16:51:34Z
Buy stocks Tuesday like Nvidia - CNBC neutral
TSLA CG FULC REGN NVDA SAM RBLX GXO AAPL HUYA WFRD ATO PLNT FTHC VTEX XPRO EIX CRH SRPT AMZN WDC STX EW

Summary: Multiple calls on Wall Street for various companies including Tesla, CG Oncology, Fulcrum Therapeutics, Regeneron, Nvidia, Boston Beer, Roblox, GXO Logistics, Apple, Huya, Weatherford, Atmos Energy, Planet Fitness, Fortrea Holdings, Vtex, Expro, Edison International, CRH, Sarepta, Amazon, Western Digital, Seagate, and Edwards Lifesciences.

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2024-05-14T16:48:58Z
CVS warns it could lose up to 10% of its members next year - Fierce Healthcare somewhat bearish
CVS

Summary: CVS Health promises to prioritize margins over members after disappointing first quarter earnings, CFO acknowledges challenges and outlines plans for improvement including reevaluation of benefits and potential market exits, full-year earnings outlook lowered.

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2024-05-14T16:48:26Z
72 Hours in the City of Angels With FedEx-HBCU Student Ambassadors - CSRwire somewhat bullish
FDX

Summary: FedEx hosted a group of FedEx-HBCU student ambassadors in Los Angeles for a career immersion experience, including witnessing a special delivery of horses by FedEx plane, meeting with FedEx leadership, and attending the NAACP Image Awards.

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2024-05-14T16:48:14Z
The Home Depot Foundation Commits up to $300000 To Support Tornado, Severe ... neutral
HD

Summary: The Home Depot Foundation is committing up to $300,000 to support disaster relief and recovery efforts in states impacted by recent severe weather, collaborating with various organizations to provide immediate assistance and support. They are working to get emergency response products to stores in affected areas and have provided financial support to impacted associates through The Homer Fund.

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2024-05-14T16:48:12Z
Wells Fargo upgrades Atmos Energy stock, citing 'strong customer growth' - Investing.com very bullish
ATO

Summary: Wells Fargo upgraded Atmos Energy's stock from Equal Weight to Overweight with a new price target of $132.00. The upgrade is based on the company's strong presence in Texas, robust customer growth, favorable regulatory environment, and anticipated rate base growth and EPS growth. InvestingPro insights highlight Atmos Energy's solid financial health, market valuation, and consistent earnings growth.

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2024-05-14T16:44:34Z
Bank of America Downgrades Penn Entertainment Amid ESPN Bet Performance Concerns somewhat bearish
PENN DIS

Summary: Penn Entertainment (PENN) stocks nudged slightly higher despite being downgraded by Bank of America analyst Shaun Kelley to 'neutral' from 'buy', with a reduced price target of $17.50 from $28. This downgrade was prompted by concerns over ESPN Bet's profitability taking longer to materialize.

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2024-05-14T16:43:31Z
US FDA declines to approve Eli Lilly's bowel disease drug - Yahoo Movies Canada somewhat bearish
LLY

Summary: Eli Lilly and Co's drug to treat a type of chronic inflammatory bowel disease in adults was declined for approval by the FDA due to manufacturing issues, hindering its entry into a lucrative market already occupied by competitors like Abbvie, Pfizer, and Johnson & Johnson.

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2024-05-14T16:42:53Z
Nvidia's next-gen Blackwell AI Superchips could cost up to $70000 - Tom's Hardware somewhat bearish
NVDA

Summary: Nvidia's new Blackwell GPUs for AI applications are estimated to be more expensive than previous processors, with analysts predicting prices ranging from $30,000 to $70,000 for different models. Nvidia may focus on selling servers with integrated Blackwell GPUs rather than standalone chips. Pricing for server rack systems with these GPUs could be as high as $3 million.

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2024-05-14T16:42:17Z
Elon Musk's xAI nears $10 bln deal to rent Oracle's AI servers, The Information reports neutral
ORCL NVDA GOOG

Summary: Elon Musk's xAI startup is in talks with Oracle to rent cloud servers for $10 billion, with negotiations ongoing but no deal signed. xAI aims to raise funds to rival OpenAI and Google, and was seeking $3 billion in funding last month.

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2024-05-14T16:38:13Z
Medtronic, Arecor team up to develop insulin for implantable pumps neutral
MDT

Summary: Arecor and Medtronic are partnering to develop a new type of insulin for implantable pumps which could reduce maintenance and costs for physicians.

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2024-05-14T16:37:20Z
Oracle talking with Musk's xAI to rent cloud servers: report (NYSE:ORCL) | Seeking Alpha somewhat bullish
ORCL MSFT AMZN GOOG GOOGL

Summary: Oracle is in talks with Elon Musk's artificial intelligence company xAI for a potential rental deal of cloud servers worth up to $10B, making xAI one of Oracle's largest customers. The deal is not yet finalized and could span several years. Musk's xAI competes with other AI companies such as OpenAI and Anthropic.

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2024-05-14T16:34:58Z
Microsoft announces largest ever investment in France: 6 key things you need to know very bullish
MSFT

Summary: Microsoft announced its largest investment in France with a €4B investment in Cloud and AI infrastructure, plans to skill 1 million French people by 2027, invest in renewable energy, upskill professionals on AI through the Enterprise Skills Initiative program, and support the French startup ecosystem by engaging over 2,500 startups by 2027.

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2024-05-14T16:32:37Z
JPMorgan, BNP Paribas and Deutsche Bank drive tokenisation in ECB experiment somewhat bullish
JPM DB BNPQY

Summary: The European Central Bank is partnering with major banks to test the tokenisation of securities using blockchain technology. With tokenised assets expected to surpass $14 trillion by 2030, banks like JPMorgan Chase and Deutsche Bank are exploring this innovation to improve settlement efficiency. Central banks worry about maintaining their role in the financial system as tokenisation gains momentum.

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2024-05-14T16:31:42Z
Intel looking to fund $11 billion chip plant in Ireland - RCR Wireless somewhat bullish
INTC

Summary: Intel is in discussions with U.S. investment company Apollo Global Management for $11 billion in funding for a chip manufacturing plant in the Republic of Ireland to diversify its chip manufacturing operations and make it more competitive in the market. Intel has been investing in various countries including U.S., China, Malaysia, Vietnam, and Israel.

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2024-05-14T16:31:13Z
Massachusetts Financial Services Co. MA Sells 8,148 Shares of Booking Holdings Inc ... neutral
BKNG

Summary: Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in Booking Holdings Inc. by 4.4% in the 4th quarter according to its most recent disclosure. Several other institutional investors also bought shares. CEO Glenn D. Fogel sold shares of Booking stock in transactions worth millions. Booking's stock price traded up 0.7% during mid-day trading on Tuesday.

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2024-05-14T16:28:12Z