President Donald Trump has signed an executive order directing federal agencies to enforce rules requiring insurers and providers to disclose healthcare prices. This move revives regulations from 2019 that were allegedly delayed by the current administration. The order mandates that hospitals and insurers provide actual prices, not estimates, and aims to make prices comparable across providers, including for prescription drugs. This directive involves the Treasury, Labor, and Health and Human Services departments.
Super Micro Computer (SMCI, Financial) saw a significant boost after filing its overdue audited annual report for fiscal 2024 and the first two quarters of fiscal 2025 with the SEC, avoiding a potential delisting from Nasdaq. The stock surged over 20% premarket, with options buyers showing increased interest, particularly in contracts expiring soon that could become profitable if the stock continues to rise.
Lucid Group (LCID, Financial) shares jumped 10% following better-than-expected Q4 results, with a 49% year-over-year revenue increase and a narrower quarterly loss. The electric vehicle company delivered 3,099 vehicles in Q4 and plans to more than double its production to 20,000 vehicles by 2025, alongside announcing leadership changes.
Zeta Global (ZETA, Financial) experienced a 9% drop in premarket trading despite reporting record Q4 results and an optimistic annual sales outlook. The AI marketing firm saw a 50% year-over-year revenue increase and significant growth in adjusted EBITDA. However, the market's reaction suggests some investor concerns.
On Semiconductor (ON, Financial) announced a company-wide layoff affecting approximately 2,400 employees to align spending with business trends. The company expects to save $105M to $115M annually post-layoffs, despite incurring $50M to $60M in employee-related charges.
Workday (WDAY, Financial) saw its shares rise 11.5% in premarket trading after reassuring results and guidance. The company reported strong growth in performance obligations and reiterated its subscription revenue growth target, leading analysts to express confidence in its future profitability.
Apple (AAPL, Financial) is gaining traction in the AI-enabled PC market, with 54% of such PCs shipped in 2024 being Macs. This trend highlights Apple's growing influence in integrating AI capabilities into consumer products, as noted by research firm Canalys.
Siyata Mobile (SYTA, Financial) announced a merger with Core Gaming, a global gaming developer. The merger will see Core Gaming become a wholly owned subsidiary, with leadership changes in both companies to support the new business structure.
Meta Platforms (META, Financial) is reportedly considering a new data center campus for its AI projects, potentially costing over $200B. While Meta has denied these specific plans, the report indicates ongoing evaluations of potential sites in several U.S. states.
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