Core Insights - The "Big Three" U.S. automakers, Ford Motor Co., General Motors Co., and Stellantis NV, are expected to increase their inventories now that they have received a reprieve from tariffs on Canadian and Mexican products [1] Group 1 - Ford Motor Co., General Motors Co., and Stellantis NV are likely to build up inventories as quickly as possible [1]

Core Viewpoint - Marvell Technology Inc. reported better-than-expected results and guidance, but the stock did not respond positively, indicating a tougher scrutiny from Wall Street on artificial intelligence-related companies [1] Financial Performance - The company anticipates revenue of $1.875 billion for its fiscal first quarter, which is slightly above the FactSet consensus estimate of $1.865 billion [1]

Core Viewpoint - Campbell's Co. is refraining from providing specific earnings or revenue forecasts that account for the impact of tariffs, joining other major consumer-facing companies in this trend [1] Group 1: Company Impact - Wall Street investors are reacting negatively to the uncertainty surrounding Campbell's and other retailers, leading to a decline in their share prices [1]

Tesla had its second straight difficult month in Germany, as data released Wednesday showed that vehicle registrations fell 76% in February in Europe’s largest economy.Germany’s federal motor-transport authority, known by its German acronym KBA, reported the sales-registration data, which was set against a 6.4% decline for the broader market. But electric-vehicle sales overall improved by 31% year-over-year. ...

Core Viewpoint - The recent sharp selloff in Palantir Technologies Inc. shares has led to a change in sentiment from a former bear, resulting in an upgrade of the stock rating [1] Summary by Relevant Sections - Stock Performance - Palantir's stock experienced a decline of approximately 30% over the past three weeks [1] - Following this decline, the stock saw an increase of roughly 3% in premarket trading on Wednesday [1] - Analyst Action - Louie DiPalma from William Blair upgraded Palantir's stock rating from underperform to market perform on Wednesday [1]

Group 1 - Ross Stores Inc. shares declined after hours due to forecasts of weaker same-store sales for the year, attributed to recent slowing trends and adverse weather conditions [1] - The company anticipates same-store sales to range from a decline of 1% to an increase of 2%, which is below FactSet's expectation of a 3% gain [2] - Earnings per share are projected to be between $5.95 and $6.55, compared to FactSet's forecast of $6.67 [2]

Group 1 - Microsoft Corp. shares have recently declined alongside other technology stocks, particularly in the context of the artificial intelligence sector [1] - Evercore ISI analysts believe that the current share price reflects excessive fears related to the macroeconomic environment, while fundamental positives are being overlooked [2] - The analysts have reiterated a price target of $500 and an outperform rating for Microsoft shares [2]

Core Viewpoint - Tesla Inc.'s stock is currently at a four-month low, facing significant downward pressure following a price target reduction by analysts at BofA Securities, raising concerns among investors [1]. Group 1: Stock Performance - Tesla's stock (TSLA) has been under pressure recently, with analysts at BofA Securities slashing their price target, contributing to the stock's decline [1]. - The stock is testing new depths, indicating a potential for further declines in value [1]. Group 2: Leadership and Brand Perception - Concerns have arisen regarding CEO Elon Musk's involvement in politics, particularly his initiatives at the Department of Government Efficiency (DOGE), which have negatively impacted the brand's perception in the U.S. [2]. - Musk's support for far-right causes in Europe has also contributed to a decline in Tesla's sales in that region [2].

Starbucks Corp. has appointed Cathy Smith as the company’s chief financial officer and executive vice president, the coffee chain announced in a filing Tuesday.The company said that Smith is joining Starbucks SBUX from Nordstrom Inc. JWN, where she has served as chief financial officer, executive vice president and treasurer since 2023. Smith has previously served as CFO of Bright Health Group, Target Corp. TGT, Express Scripts, Walmart Inc.’s WMT international division, GameStop Corp. GME, Centex, Kennamet ...

Core Viewpoint - Yum Brands Inc. anticipates that Taco Bell's first-quarter same-store sales growth will exceed the overall company growth as it aims to expand the fast-food chain's presence [1] Summary by Category - **Sales Growth Expectations** - Yum Brands expects an 8% same-store sales growth for Taco Bell in the first quarter, significantly higher than the 2.7% consensus estimate for the company's overall same-store sales growth [1]