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00:00Wall Street stocks ended mixed on Thursday with gains in Cisco systems following an upbeat forecast while UnitedHealth tumbles after a report of a criminal investigation into the insurer.
00:12And the S&P 500 this week has further recovered from a deep sell-off in April, triggered by U.S. President Donald Trump's global trade war, as investors bet Washington will reach deals to roll back steep tariffs that economists worry will drive up consumer prices.
00:32Cisco systems jumped after the networking company raised its annual forecast driven by the artificial intelligence boom.
00:40UnitedHealth Group plunged to a five-year low after Wall Street Journal reported the U.S. Department of Justice was conducting a criminal investigation into the company for possible Medicare fraud.
00:52UnitedHealth said it had not been informed of a criminal probe by federal prosecutors.
00:58Keep in mind, we did drop 20% from the high in the middle of February down to the low that first part of April after Liberation Day.
01:08And we had this crazy rebound where it has jumped higher by 22% off of that low, where we closed that yesterday.
01:14So today's activity is simply a reflection of uncertainty, trying to have the buyers and the sellers get to an agreement of what direction things are going to go with confidence.
01:23Right now, the market's trying to figure things out.
01:25We do foresee some instability throughout the rest of the summertime.
01:29We're going to have to see how the economic numbers play out, both from employment, sales, and then also the overall economy.
01:34Are we with GDP? Are we expanding? Are we retracting a little bit?
01:37That'll give us some gauge on where things are going.
01:39Right now, caution is the most important word of the day.
01:42Walmart eased after the heavyweight retailer warned it would start raising prices later this month due to tariffs,
01:49even after its first quarter U.S. comparable sales beat expectations.
01:53Walmart declined to provide its second quarter profit outlook, joining other companies across sectors that have tweaked or pulled their forecast,
02:03signalling that corporate America is hunkering down due to the tariff-related uncertainty.
02:08Now, let's break down what's happening in the U.S. stock market.
02:14As of last night, the S&P 500, if we look at here, the huge market capitalization over here,
02:20which is Microsoft, Apple, Amazon, NVIDIA, etc., which is under the software infrastructure,
02:26consumer electronics, consumer cyclical, and also financial and semiconductors are performing quite well in that sense
02:34because it's not in the red colour nor in the green colour as well.
02:39I want to bring the first counter, which is the UnitedHealth, because we've seen a steep decline.
02:45Yesterday, 17%.
02:46As of this morning, UnitedHealth was down by 10.93% the market price of this particular company.
02:58And, of course, the new update of UnitedHealth.
03:01UnitedHealth Stumble's ex-criminal probe report adds to investors' fears,
03:06where a UnitedHealth group plunged nearly 13% on Thursday after a Wall Street Journal report
03:13that the U.S. Department of Justice had begun a criminal investigation into the company for potential Medicare fraud.
03:20The report probe adds to a string of recent setbacks for the healthcare conglomerate
03:25that has erased more than half, or over US$300 billion from its market value since November,
03:33when shares were trading at record highs.
03:36Keep up with the latest.
03:37Of course, the new report on UnitedHealth shares dropped by $267 in midday trade.
03:46Near five-year low, the stock is the worst performing for Dow Jones in terms of performing so far this year.
03:54All right.
03:59If you look at other counter as well, especially Meta, under communication services,
04:04Meta was down by 2.35% as of this morning as compared to its peers.
04:08Google was down by 0.84%.
04:12Meta, 2.35%.
04:15What's happening to Meta?
04:17Basically, Meta platform is delaying the release of its flagship Behemoth AI model
04:22due to concerns about its capabilities.
04:25The Wall Street Journal reported on Thursday citing people familiar with the matter.
04:29Of course, the company engineers are struggling to significantly improve the capabilities
04:35of its Behemoth large language model,
04:38resulting in staff questions about whether improvements over earlier versions
04:43are significant enough to justify public release, the report said.
04:48And of course, early in its development, Behemoth was internally scheduled for release in April
04:53to coincide with Meta's inaugural AI conference for developers,
04:58but later pushed an internal target for models launch to June.
05:03According to the report, it has now been delayed to fall or later, the report said.
05:08Now, of course, the other counter, which is Google, I showed you just now.
05:11Google was down by 0.84% to stood at 165.40% as of last night.
05:19And of course, Google, which is the new name Alphabet,
05:23Alphabet's Google One subscription service,
05:26which charges consumers for cloud storage and artificial intelligence AI features,
05:31recently crossed 150 million subscribers, the company told Reuters.
05:36That represents a 50% increase since February 2024,
05:41when Google One crossed 100 million subscriptions nearly six years after the service launched.
05:49And this month, Google introduced a $19.99 a month plan with access to AI capabilities
05:55unavailable for free users.
05:58And of course, the company continues to offer Google One subscription tiers for file storage,
06:03but without most of its AI features at lower prices.
06:08And of course, the last counter that we should look at this morning, which is Walmart.
06:14Where is Walmart?
06:15Walmart is under here, I think, if you're not mistaken, the lower part of it.
06:20Walmart was a bit down, if you're not mistaken, by a few marginal points.
06:27I cannot find Walmart.
06:28Walmart is actually down as of this morning.
06:32But if you look at the whole situation of Walmart, Walmart, the world's largest retailer,
06:37will have to start raising prices later this month due to the high cost of tariffs.
06:43Executives said on Thursday in a clear signal that U.S. President Trump's trade war
06:48is filtering through to the American economy.
06:51As the bellwether of U.S. consumer health, Walmart's explicit statement is also a signpost
06:58for how the trade war is affecting companies, as Walmart is noted for its ability to manage costs
07:04more aggressively than other companies to keep prices low.
07:08Many U.S. companies have either slashed or pooled their full-year expectations
07:13in the wake of trade war as consumers curtail their spending.
07:17That is what's happening in the U.S.
07:20And also, we've brought some of the U.S. updates last week about Amazon,
07:27how Amazon will basically show to the consumer the price difference
07:33between before tariffs and after tariff.
07:37And that is what Amazon is trying to do in order to see how it's basically impacting
07:43the U.S. consumer as a whole.
07:45And Amazon, as of today, was down by 2.42% as of this morning.
07:50That is all about the U.S. market as of this morning.
07:52We're going to go for a short break.
07:54We're going to come back after this with a report by Nina Rosman.
08:00And also, after that, we have Temina Kaosji.