Notes
MORNING BID
🔸 Apple ( $AAPL) lost an appeal in Germany, facing tighter regulations after a long market debate.
🔸 Baidu ( $BIDU) rises on reports Tesla (TSLA) will launch Full Self-Driving (FSD) in China this year, partnering with Baidu. Free FSD trials run March 17–April 16.
🔸 Getty Images ( $GETY) Q4 EPS: $0.06 (est. $0.04); adj. EBITDA: $80.6M (est. $74M); FY25 revenue guidance: $918–955M (est. $955M).
🔸 Alphabet ( $GOOGL) is in advanced talks to buy cybersecurity firm Wiz for ~$30B, per WSJ; a deal could finalize soon.
🔸 Lucid ( $LCID) upgraded to equal weight at Morgan Stanley.
🔸 Masterbrand ( $MBC) adds $50M share buyback.
🔸 Nio ( $NIO) partners with CATL for battery swap network, using CATL’s Choco-Swap tech in Firefly models.
🔸 Toronto ends Tesla ( $TSLA) taxi/ride-share incentives over U.S. trade tensions.
🔸 Audi ( $VWAGY) may raise prices to offset U.S. tariffs.
🔸 Xiaomi ( $XIACY) raises 2025 EV target to 350,000 units; Q4 revenue up 48% to 109B yuan, beating estimates.