Daily US Stock Market News Briefing (March 3, Monday)

USHK News
2025.03.03 13:54

Individual Stock News

  1. Apple (AAPL.O) may release new products this week: the M4 version of MacBook Air is expected to be launched, followed by iPad and iPad Air.

  2. According to reports, Apple's (AAPL.O) AI advancement is hindered, and conversational Siri will not be launched until 2027.

  3. SoftBank is reportedly negotiating to raise $16 billion specifically to invest in artificial intelligence.

  4. Daiichi Sankyo/AstraZeneca (AZN.O) is expected to receive EU approval for its heavyweight ADC therapy.

  5. Johnson & Johnson (JNJ.N) combination therapy for cancer is expected to be approved in the EU for the treatment of multiple myeloma.

  6. XPeng (XPEV.N): will initiate its localization production strategy, starting in Indonesia, focusing on the X9 and G6 models set to launch in the second half of 2025.

  7. Allegro (ALGM.O) surged over 10% in pre-market trading after reports that ON Semiconductor (ON.O) showed interest in acquiring the company.

  8. Trump announced the establishment of a currency reserve that includes Bitcoin, leading to a collective surge in cryptocurrency concept stocks.

  9. Intel (INTC.O) 18A process chips are under close attention: Nvidia (NVDA.O) and Broadcom (AVGO.O) are conducting production tests, while AMD (AMD.O) is in the evaluation stage.

  10. Morgan Stanley (MS.N) has re-listed Tesla stock as a "preferred stock" in the U.S. automotive sector.

  11. "Cathie Wood": Nvidia remains a high-growth stock and will continue to hold the stock.

  12. Alibaba (BABA.N) has launched its open-source large model, Wanxiang Large Model, which has topped the global open-source rankings