Forward Industries (FORD) shares doubled in premarket trading Monday as the provider of design services for the medical and technology sectors became the latest company to completely shift its busines... ...

The U.S. is reportedly proposing a plan for Samsung Electronics Co. and SK Hynix to seek yearly approvals to export U.S. chip-making gear to China, allowing the South Korean tech giants to keep produc... ...

Shares of trading platform Robinhood Markets (HOOD), mobile marketing provider AppLovin (APP), and engineering firm Emcor Group (EME) all advanced in premarket trading Monday on word they will be added to the S&P 500 Index. ...

Core Insights - Constellation Brands reported fiscal first-quarter results that did not meet analysts' expectations, indicating weak consumer demand as a significant factor [1][2] - The company generated revenue of $2.52 billion, a decrease of 6% year-over-year, and adjusted earnings fell to $572.9 million, or $3.22 per share, down from $654.5 million, or $3.57 per share, in the same quarter last year [1][2] Financial Performance - Revenue for the quarter was $2.52 billion, slightly below analyst consensus [1] - Adjusted earnings were $572.9 million, or $3.22 per share, which also fell short of estimates [1] - The company maintained its full-year earnings estimate of $12.60 to $12.90 per share, with Wall Street analysts expecting $12.84 [2] Market Reaction - Following the earnings report, Constellation's shares declined by less than 1% in extended trading [2] - The stock has experienced a nearly 25% decline in value throughout 2025 up to the close of Tuesday [2]

Group 1 - U.S. equities showed mixed performance, with the S&P 500 and Nasdaq declining from record highs while the Dow Jones Industrial Average increased [1][5] - Tesla (TSLA) shares fell due to a renewed conflict between CEO Elon Musk and President Trump, who suggested an investigation into Tesla's subsidies [1][5] - Sweetgreen (SG) shares dropped following a downgrade and price target cut by TD Cowen, citing weakness in urban locations [2] - AeroVironment (AVAV) shares decreased after announcing a $1.35 billion stock and convertible notes offering to finance its $4.1 billion acquisition of BlueHalo [2] Group 2 - Shares of Wynn Resorts (WYNN), Las Vegas Sands (LVS), and MGM Resorts International (MGM) surged after Macau casinos reported June gambling revenues exceeding expectations [3][5] - Packaging Corporation of America (PKG) shares rose after acquiring Greif's containerboard business for $1.8 billion [3] - Hasbro (HAS) shares increased following an upgrade from Goldman Sachs, which highlighted potential benefits from the "Magic: The Gathering" card game [3] Group 3 - Oil and gold futures experienced an increase, while the yield on the 10-year Treasury note advanced [4] - The U.S. dollar strengthened against the euro and pound but weakened against the yen [4] - Most major cryptocurrencies traded lower [4]

Core Insights - Apple is exploring partnerships with OpenAI and Anthropic for AI enhancements to Siri due to delays in its development [1][2] - The company is under pressure to demonstrate its competitiveness in AI against other tech leaders [2] - Apple’s stock has seen a decline of nearly 20% in 2025, making it one of the worst performers among the Magnificent Seven stocks [3] Group 1 - Apple has engaged in discussions with OpenAI and Anthropic to utilize their AI models instead of relying solely on in-house technology [1] - The delays in Siri's AI enhancements have raised concerns about Apple's ability to compete in the AI space [2] - At the recent Worldwide Developers Conference, Apple acknowledged that Siri's new features require more time to meet quality standards [3] Group 2 - Shares of Apple rose by 2% to close above $205, despite the overall decline in stock value this year [3] - The company has not provided specific timelines for the release of the enhanced Siri features, indicating that more information will be available in the coming year [3]

Core Insights - Palantir Technologies shares rebounded over 4% on Monday after a slump late last week, attributed to a partnership with Accenture for federal government work [2][10] - The stock has more than doubled since early April, with an approximate 80% increase in 2025, driven by the AI boom and expectations of benefiting from government efficiency initiatives [2][10] Technical Analysis - The recent sell-off was marked by a 9% drop on heavy trading volume, the highest since late February, but the relative strength index (RSI) returned to neutral on Monday [4][10] - Key support levels to monitor include $125, $97, and $83, with potential buying opportunities near these levels [6][7][10] - An important overhead resistance level to watch during potential upswings is around $148, which is near the stock's record high [9][10]

Core Insights - Amazon is reportedly approaching a point where the number of robots in its warehouses will equal the number of human employees [1][3] - The company has deployed over 1 million robots across its warehouses, while employing approximately 1.56 million people, primarily in warehouse roles [1][2] - About 75% of Amazon's global deliveries are supported by robotics in some capacity [2][3] Workforce Trends - The average number of employees per Amazon facility was around 670 last year, marking the lowest figure recorded in the past 16 years [2] - Amazon's CEO, Andy Jassy, indicated that the company anticipates workforce reductions in the coming years due to the increasing integration of artificial intelligence [2]

Core Insights - Lamb Weston shares experienced a decline, being among the worst performers in the S&P 500, as investors reacted to the less impactful changes from activist investors [2][5] - The company announced a "cooperation agreement" with Jana Partners Management and Continental Grain Company, which includes appointing four new board members, expanding the board from 12 to 13 seats [3][6] - Jana Partners had previously indicated a desire for a more significant overhaul of the company, leading to initial optimism among investors when their stake was disclosed [4][6] Company Developments - Under the new agreement, Bradley Alford, a former CEO of Nestlé USA, will be appointed as chairman, with Jana Partners involved in selecting additional board members [3][6] - Jana Partners' Managing Partner, Scott Ostfeld, expressed satisfaction with the collaborative outcome and emphasized the goal of improving performance and shareholder value [6] - Despite the agreement, Lamb Weston shares fell nearly 3% on the announcement day and have decreased over 22% year-to-date [5][6]

Core Insights - Home Depot has successfully acquired GMS for $4.3 billion, with a total deal value of $5.5 billion including debt [1][3] - The acquisition involves a cash tender offer of $110 per share for GMS common stock, surpassing QXO's offer of $95.20 per share [1][3] - GMS shares increased by 12% in intraday trading, reaching $108.79, and have seen a nearly 30% rise this year [2] Company Impact - The merger of GMS and SRS Distribution is expected to enhance service options for residential and commercial Pro customers, creating a network of over 1,200 locations and a fleet of more than 8,000 trucks for jobsite deliveries [3] - Home Depot's stock experienced a slight decline of 0.8% following the announcement, while QXO's stock rose by 3% [2]