MCD News & Events

The S&P and Nasdaq added to their recent gains to kick off June as investors weigh continued U.S.-Iran tensions against continued strength in the AI trade. Oil prices jumped again as Iranian state media reported that the country's negotiators are ceasing communication with the U.S. and that Iran will completely close off the Strait of Hormuz because of Israel's attacks on Lebanon. However, President Trump said in response in a post to social media that talks arewith Iran. Nvidia led technology stocks higher following the launch of a new chip for PCs as traders continue to funnel money into AI-related names, semiconductors, data-center infrastructure, and power-generation plays.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiaunveiled adeveloped in partnership with Microsoftthat will be incorporated into a new RTX Spark chip for PCsTaylor Morrisonby Berkshire Hathawayfor $72.50 per share in cashWeatherfordNCS Multistagein a cash and stock transactionMcDonald'sannounced, the company's new strategy to unlock its "next phase of growth and productivity"Anthropic confidentially submitted a draft registration statement on Form S-1 to the SEC2. WALL STREET CALLS:Dell Technologiesto Equal Weight at Morgan StanleyCampbell'sto Equal Weight at StephensKohl'sto Buy at CitiRedwireto Hold at Jefferies following 223% advanceHawkEye 360with mostly Buy and equivalent ratings3. AROUND THE WEB:Applehas pushed into finance with a bill splitting service, Bloomberg reportsInteland 3DGS Inc. USA will invest about $3.3B to build a semiconductor substrate manufacturing plant in the Odisha's Bhubaneswar-Khurda region, Reuters reportsApproximately 1,000 workers at the American Axle plant in Three Rivers, Michigan are set to strike, which will stall production of key parts for certain General Motorstrucks, WSJ saysAppleis delaying iPhone-connected smart glasses to late 2027, aiming to disrupt the mid-tier $200-$500 eyewear market the way it disrupted the watch market, Bloomberg reportsSoftBankhas become Japan's largest company in market value, driven by AI demand and rising global investor interest in the sector, FT says4. MOVERS:Optimum Communicationswas higher after launching aMGM Resortsrose after People Incorporatedthe company for $48.30 per share in cashAMCgained after recording itsof May since 2019Immuneeringfell afterfrom its Phase 2a trial evaluating atebimetinib in combination with modified gemcitabine/nab-paclitaxelBlackSkywas lower after Jefferiesthe stock to Hold from Buy5. EARNINGS/GUIDANCE:Rapid7backed itsand FY26SAICand raised its guidance for FY27Humanareaffirmed itsCango, with EPS and revenue lower year-over-yearBroadcomwillon June 3, 2026INDEXES:The Dow rose 46.42, or 0.091%, to 51,078.88, the Nasdaq gained 114.19, or 0.42%, to 27,086.81, and the S&P 500 advanced 19.90, or 0.26%, to 7,599.96.

McDonald's chairman and CEO, Chris Kempczinski said in a statement, "Over the last several years, we've made this System stronger. We built one of the largest loyalty programs in the world. Connected our brand to culture like never before. We created capabilities few companies can match. And when you've built what we've built, there's no better time to ask the question that has driven this company through every era: what's NEXT? The competitive landscape is changing and with it, customers' expectations. Traditional competitors are upgrading their menus, and a new wave of specialists are emerging and redefining taste and quality across chicken, beef, and beverages. As more of the customer journey becomes automated, there are fewer opportunities for guests to connect with crew. With fewer interactions, the bar for hospitality that makes people feel seen, welcomed, and valued only goes up. Customers also depend on us for compelling, predictable value, and even more so with unprecedented inflation. While perceptions of our value have rebounded in most markets, it's a reminder that we need to earn, and re-earn, each and every visit. We can't ask our customers to choose. Hospitality or speed. Great taste or convenience. Value or quality. They want what Ray called the total of everything. They won't trade one for another because they don't have to. In a world where every restaurant is a swipe away, there is no such thing as second place. Which begs the question: are we our customer's first choice? For most it's an unequivocal "yes," every time. For some, "not yet." And "not yet" is something we refuse to live with. So, we're going to earn it the way we always have: by rededicating ourselves to Ray's promise, built for the way customers and crew live today. Our ambition is simple: Be our customer's first choice. Every time. We're calling it, McDonald's greater than NEXT. McDonald's greater than NEXT is how we'll unlock our next phase of growth and productivity, by bringing in more customers more often and improving unit economics. NEXT is the what. Our shared destination. You'll write the how, with your own path shaped by your market, your customers, and your crew. Time and again, we've looked at a changing world, taken what made us great, and brought it to the next level. When we're aligned as a System, we are unstoppable. That's how we've always earned our customers. NEXT starts now."

McDonald's CEO Chris Kempczinski said in an interview with Bloomberg News at the company's Chicago headquarters ahead of the company unveiling its "Next" vision at a global convention this week for franchisees that a key step to further differentiate itself is improving the food lineup, including with a test of new chicken items to compete with chains such as Raising Cane's. New menu items including hand-breaded wings and filets are part of a wide-reaching revamped strategy that higher quality food, along with more engaging social media campaigns and upgrades to restaurants, can help McDonald's maintain its momentum.