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Stock Movers

Stock Movers

2,226 episodes — Page 10 of 45

Nvidia Surges on Upbeat Sales, Salesforce Disappoints, Snowflake Falls

Today's biggest winners and losers in the stock market. On this episode of Stock Movers, we focus on three major earnings reports: - Nvidia (NVDA) the world’s most valuable company, gave another bullish quarterly revenue forecast, signaling that the massive build-out of AI computing remains on track. Fiscal first-quarter sales will be about $78 billion, the chipmaker said in a statement Wednesday. That compares with an average Wall Street estimate of $72.8 billion, according to data compiled by Bloomberg. The outlook helped soothe concerns about a bubble in AI investments. Huang has repeatedly downplayed fears that the run-up in spending on artificial intelligence hardware isn’t sustainable. He argues that it will take years to replace the world’s installed base of older computers with machines that offer a leap forward in productivity. Nvidia shares, among the 10 worst-performing chipmaker stocks this year, rose about 4% in extended trading following the announcement. - Salesforce (CRM) gave a lukewarm outlook for sales growth in the new fiscal year, fueling Wall Street’s worries that the software giant will lose out to new competitors in the age of AI. Revenue will be about $46 billion in the fiscal year ending in January 2027, the company said Wednesday in a statement. The forecast was in line with the analysts’ estimates, but failed to impress investors. The shares declined about 3% in extended trading after closing at $191.75 in New York. - Salesforce (SNOW) gave an outlook for quarterly sales that was in line with estimates, disappointing investors who were looking for a stronger showing to overcome jitters about the software industry’s viability in the age of AI. Product revenue will be about $1.26 billion in the period ending in April, the company said Wednesday in a statement. Product revenue makes up the majority of Snowflake’s total and is closely watched by investors. The shares fell about 2% in extended trading after closing at $169.21 in New York. The stock had declined about 23% this year as Wall Street has grown broadly anxious about the potential for AI-driven disruption in the software industry.See omnystudio.com/listener for privacy information.

Feb 25, 20264 min

Closing Bell: Salesforce's Revenue Disappoints, Cava Soars, Lowe's Falls

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. - Salesforce (CRM) gave a lukewarm outlook for sales growth in the new fiscal year, fueling Wall Street’s worries that the software giant will lose out to new competitors in the age of AI. Revenue will be about $46 billion in the fiscal year ending in January 2027, the company said Wednesday in a statement. The forecast was in line with the analysts’ estimates, but failed to impress investors. The shares declined about 3% in extended trading after closing at $191.75 in New York. -Cava (CAVA) shares jumped the most intraday since August 2024, after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative. -Lowe's (LOW) forecast sales guidance for the full year that fell short of expectations, a sign the housing market will remain lackluster in the near term due to high borrowing costs and economic volatility. The company said it expects comparable sales to be flat to as much as 2% higher compared with the prior year. The midpoint of that range is lower than what Wall Street analysts were expecting for the period. Lowe’s comparable sales and adjusted earnings for the fourth quarter ended Jan. 30 beat estimates. Shares fell on Wednesday in regular trading in New York. The stock had gained about 16% this year, outpacing the S&P 500 Index. The team also covered a big round of earnings, including from: Trade Desk, Chime Financial, Zoom and Snowflake.See omnystudio.com/listener for privacy information.

Feb 25, 20268 min

Housing Stocks Sink, Netflix Gains, Nvidia Up Before Earnings

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Stocks exposed to the US housing market plummeted Wednesday as investors assessed grim outlooks from companies like home improvement retailer Lowe’s Cos Inc., and weighed the lack of a housing policy update during President Donald Trump’s State of the Union speech. The S&P composite homebuilder index shed as much as 5.2%, the most since last April’s tariff-related market meltdown. The declines were led by Green Brick Partners Inc., Lennar Corp., Champion Homes Inc., Dream Finders Homes Inc., Installed Building Products Inc., DR Horton Inc. and TopBuild Corp. Mortgage-exposed companies like Rocket Cos Inc. fell as well.- Netflix (NFLX) shares are rallying on Wednesday, as investors continue to monitor the bidding war between the company and Paramount Skydance for Warner Bros. Discovery.- Nvidia is helping to lead the U.S. stock market higher on Wednesday, ahead of the chip company's highly anticipated profit report coming after trading ends for the day. The S&P 500 rose 0.8% and recovered its losses from earlier in the week, when stocks swung sharply as investors tried to separate potential losers from winners in the artificial-intelligence boom.See omnystudio.com/listener for privacy information.

Feb 25, 20265 min

Cava Group Soars, Lowe's Drops, Workday Dives After CEO Says Anthropic and OpenAI Use His Company’s Software

On this episode of Stock Movers: - Cava Group (CAVA) shares soar after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative. - Lowe's (LOW) shares drop after the company forecasted sales guidance for the full year that fell short of expectations due to high borrowing costs and economic volatility. The company expects comparable sales to be flat to as much as 2% higher compared with the prior year, with the midpoint of that range lower than Wall Street analysts' expectations. - Workday (WDAY) shares drop after Workday Chief Executive Officer Aneel Bhusri said leading AI companies like Anthropic — which investors fear will disrupt the software industry — actually use his company’s products.See omnystudio.com/listener for privacy information.

Feb 25, 20263 min

Hewlett Packard Drops, Circle Internet Surges, First Solar Slumps as Net Sales Outlook Disappoints

On this episode of Stock Movers: - Hewlett Packard (HP) shares drop after the company gave a profit outlook for the current quarter that may fall short of estimates, citing tariffs and the rising price of memory chips. - Circle Internet (CRCL) shares surge after the company said strong demand for its stablecoin bolstered profit and revenue during the fourth-quarter downturn in digital assets. Revenue increased 77% to $770 million from the year-earlier period, and net income was $133 million, or 43 cents a share, with adjusted earnings beating consensus estimates. - First Solar (FSLR) shares slump after the company reported a 2026 net sales forecast which missed the average analyst estimate. Baird analyst Ben Kallo downgraded the stock on mixed 4Q results “and several question marks in forward outlook” as management comments have left him “incrementally negative” as the company remains hesitant with booking new business.See omnystudio.com/listener for privacy information.

Feb 25, 20263 min

Workday Falls on Margin Outlook Miss; Cava Jumps After Upbeat Forecast; Diageo Drops on Weaker Guidance

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Workday (WDAY) declines after giving a subscription revenue guidance that missed expectations, adding to investor concerns that a rise of AI automation tools is disrupting traditional software vendors. It’s also seeing operating margins tempered by higher investments into agentic AI features for the time being. - Cava Group (CAVA) shares rise after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative.  See omnystudio.com/listener for privacy information.

Feb 25, 20264 min

Dismal Diageo, Santander's Vow, Trainline's Exit

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Diageo cut its guidance for the second time this fiscal year as the British distiller struggles to revive demand in the US and China, in an early challenge for new Chief Executive Officer Dave Lewis.- Banco Santander vowed to grow net income to more than €20 billion ($23.6 billion) in 2028, ratcheting up its financial goals shortly after announcing the acquisition of US lender Webster Financial Corp. - Trainline shares fall as much as 8.5%, hitting the lowest level since March 2022, after the online train ticketing platform announced that CEO Jody Ford intends to step down after five years in the role. The change of leadership is “untimely,” according to JPMorgan analysts.See omnystudio.com/listener for privacy information.

Feb 25, 20265 min

HSBC Up, Aston Martin Cuts, Dismal Diageo

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- HSBC reported better-than-estimated earnings for 2025 as Europe’s largest bank closed out a year in which its market value broke through £200 billion ($270 billion) for the first time in its history.- Aston Martin will cut as much as a fifth of its roughly 3,000 workforce, as the ailing luxury-car maker grapples with an elusive turnaround made harder by US President Donald Trump’s tariffs.- Diageo cut its guidance for the second time this fiscal year as the British distiller struggles to revive demand in the US and China, in an early challenge for new Chief Executive Officer Dave Lewis.See omnystudio.com/listener for privacy information.

Feb 25, 20264 min

Cava Jumps, PayPal Surges, Novo Sinks

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Cava Group (CAVA) reported fourth-quarter sales growth and gave a rosy outlook for 2026, outperforming its fast-casual rivals and bucking expectations for a slowdown. Sales from established restaurants are seen expanding 3% to 5% this year, with the company citing price increases and customers opting for more expensive options as helping to offset a decline in store visits. Cava shares jumped 9.2% after the close of regular trading in New York, with the stock having advanced nearly 16% so far this year.- PayPal (PYPL) closed up 6.7% to $47.01 in New York Tuesday, giving it a market value of $43.3 billion after Bloomberg reported that Stripe is considering an acquisition of all or parts of PayPal Holdings Inc., according to people familiar with the matter. The deliberations are early and there's no certainty they'll lead to a transaction, the people said.- Novo Nordisk (NOV) next-generation weight-loss drug CagriSema had disappointing trial results, sparking calls for a radical shift in the company's strategy. Some investors are urging Novo to diversify away from diabetes and obesity, citing the risk of relying on these two areas, and suggesting fields such as rare diseases, heart disease, or cancer treatment.See omnystudio.com/listener for privacy information.

Feb 24, 20265 min

Closing Bell: AMD Rises, Keysight Surges, Texas Instruments Slides

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Kristine Aquino, Carol Massar and Tim Stenovec- Advanced Micro Devices (AMD) shares rise after news that Meta Platforms will deploy data center gear based on processors from AMD in a deal worth “double-digit billions” of dollars per gigawatt.- Texas Instruments (TXN) shares slid nearly 5% after the chipmaker indicated that spending on new plants and equipment will remain higher than some investors had anticipated. During a presentation Tuesday, the company said that the expenditures will be $2 billion to $3 billion this year, reiterating a previous stance. The target for 2027 and beyond “depends on revenue and expected growth,” it said.- Keysight Technologies (KEYS) shares jump 17% in premarket trading after the measurement instruments company guided for above-20% growth for revenue and earnings in FY26, beating estimates. Booming AI workloads, along with faster growth in other business areas including wireless and defense, are all boosting growth, according to analysts.See omnystudio.com/listener for privacy information.

Feb 24, 20263 min

Home Depot, AMD Rises; Novo Sinks on Obesity Flop

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Home Depot (HD) shares rise after the company reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain.-Advanced Micro Devices (AMD) shares gain after news Meta Platforms will deploy data center gear based on processors from AMD in a deal worth “double-digit billions” of dollars per gigawatt.- Novo Nordisk (NOVOB) next-generation weight-loss drug CagriSema had disappointing trial results, sparking calls for a radical shift in the company's strategy. Some investors are urging Novo to diversify away from diabetes and obesity, citing the risk of relying on these two areas, and suggesting fields such as rare diseases, heart disease, or cancer treatment.See omnystudio.com/listener for privacy information.

Feb 24, 20265 min

Home Depot Rises, Advanced Micro Devices Gains, Intuit Up After Partnering With Anthropic

On this episode of Stock Movers: - Home Depot (HD) shares rise after the company reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain. - Advanced Micro Devices (AMD) shares gain after news Meta Platforms will deploy data center gear based on processors from AMD  in a deal worth “double-digit billions” of dollars per gigawatt. - Intuit (INTU) shares rise after news that the company announced a multi-year partnership with Anthropic to bring custom AI agents to mid-market businesses and deliver personalized experiences for consumers and businesses.See omnystudio.com/listener for privacy information.

Feb 24, 20262 min

Advanced Micro Devices Rises, Warner Bros. Discovery Mixed, Eli Lilly Drops on Novo Plans to Slash US List Prices for Weight-Loss Drugs

On this episode of Stock Movers: - Advanced Micro Devices (AMD) shares rise after news that Meta Platforms will deploy data center gear based on processors from AMD in a deal worth “double-digit billions” of dollars per gigawatt. - Warner Bros. Discovery (WBD) is considering a new takeover proposal from Paramount Skydance Corp., the latest salvo in a months-long battle for control of one of Hollywood’s most famed studios. The parent of HBO and CNN said its board will review the proposal and respond, according to a statement Tuesday - Eli Lilly (LLY) shares fall after news Novo Nordisk plans to slash the US list prices for its medicines Wegovy and Ozempic next year. The monthly price will be set at $675, a cut of as much as 50%, to make the medicines more competitive in the obesity market.  See omnystudio.com/listener for privacy information.

Feb 24, 20264 min

KDP Sees Boost From JDE Peet’s; Planet Fitness Shares Fall; Hims’ Falls on Fears Over Copycat Drugs

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Keurig Dr Pepper (KDP)  offered an upbeat forecast for its full-year sales, saying it expected a boost from its planned purchase of Dutch coffee maker JDE Peet’s NV later in 2026.The soda and coffee company said it expected net sales between $25.9 billion and $26.4 billion for 2026, topping analysts’ expectations of $18.5 billion. - Planet Fitness (PLNT) shares are down after the operator of fitness clubs gave an outlook for 2026 adjusted Ebitda growth that implies the profit measure will fall short of Wall Street expectations.  - Hims & Hers Health (HIMS) shares fall on continued uncertainty about whether the telehealth company can keep selling copycat weight-loss drugs that are mired in legal and regulatory risks.See omnystudio.com/listener for privacy information.

Feb 24, 20264 min

Home Depot Sales Top Estimates; Paramount to Submit Higher Offer for Warner Bros.; Hims’ Falls

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Home Depot (HD) reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain. Comparable sales, which track performance at locations open at least a year, rose 0.4% in the quarter ended Feb. 1, better than the average of estimates compiled by Bloomberg. Earnings per share, excluding some items, also outpaced expectations in the period.- Paramount Skydance (PSKY) raised its offer to buy Warner Bros. Discovery (WBD), extending the long-running battle for one of Hollywood’s iconic studios, according to people familiar with the matter.The new, unspecified bid improves on the $30-a-share, all-cash proposal that Paramount took directly to Warner Bros. shareholders on Dec. 8 and addresses some of the company’s concerns with previous Paramount bids, according to the people, who asked to not be identified because the details aren’t public. Those concerns include greater certainty of Paramount financing.- Keysight Technologies (KEYS) rise in trading after the company reported EPS and sales above estimate.See omnystudio.com/listener for privacy information.

Feb 24, 20264 min

StanChart's Swing, Telefonica & Unite Earnings

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Standard Chartered announced a fresh $1.5 billion share buyback as it reported weaker-than-estimated fourth-quarter earnings, weeks after its share price was hit by the surprise departure of its chief financial officer.- Telefónica posted fourth-quarter earnings that met analyst estimates as growth in Spain and Brazil offset weakness in other European markets.- Unite plunged the most in more than four months after the UK student housing landlord’s full-year results showed a protracted slump in demand from international applicants.See omnystudio.com/listener for privacy information.

Feb 24, 20264 min

Novo Nordisk Slips, Fresenius & Telefónica Earnings

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:-  Novo Nordisk’s next-generation weight-loss drug CagriSema isn’t even on the market yet, but the company’s chief executive officer is already batting back suggestions that the drug is obsolete following the release of disappointing trial results on Monday. - Fresenius Medical Care  fell after it posted a disappointing outlook where it expects broadly flat revenue and said profit could potentially decline this fiscal year.- Telefónica posted fourth-quarter earnings that met analyst estimates as growth in Spain and Brazil offset weakness in other European markets.See omnystudio.com/listener for privacy information.

Feb 24, 20264 min

PayPal Soars, American Express Sinks, Domino's Climbs

On today's episode of Stock Movers:- Shares of PayPal (PYPL) rose after a report suggested that its days as a standalone public company may be numbered, with its stock being described as "deeply undervalued" The company has fielded meetings with banks amid unsolicited interest from suitors, with at least one large rival looking at the whole company and others interested in certain PayPal assets.- American Express (AXP) dragged the Dow Jones Industrial Average lower on Monday afternoon as investors responded to a bleak 2027 AI-driven recession scenario published by Citrini Research, a firm that offers thematic and global macro trading ideas.- Domino’s Pizza Inc. shares jumped after the company reported a larger-than-expected rise in comparable sales, as consumers were drawn to the pizza chain’s budget-friendly pies. Domino’s US same-store sales for the fourth quarter rose 3.7% in the quarter, above the 3.3% increase projected by analysts, fueled by demand for its stuffed crust pizzas and its “Best Deal Ever” pizza promotionSee omnystudio.com/listener for privacy information.

Feb 23, 20265 min

Closing Bell: IBM Plunges, Door Dash Sinks Arcellx Soars

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Emily Graffeo.- IBM (IBM) shares plunged on Monday, after the artificial intelligence startup Anthropic said its Claude Code tool can help with modernizing COBOL, a dated programming language that’s mainly run on IBM computers. Shares sank 13% in their biggest one-day percentage loss since October 2000. With the decline, the stock is now down 27% in February, on track for its biggest one-month percentage decline since at least 1968, according to data compiled by Bloomberg.-Arcellx (ACLX) shares surge as much as 78% — a record — to an all-time high after Gilead Sciences agreed to acquire the biotech company for $115 per share in cash and one contingent value right of $5 per share. Stifel views the deal as a “a near-term better-case scenario” for Arcellx.DoorDash (DASH) stock slid Monday as investors reacted to a viral post from a research group describing the food-delivery company as a "poster child" for risks from AI agents. A company cofounder responded on X after the report sparked debate on the social media platform over the weekend.See omnystudio.com/listener for privacy information.

Feb 23, 20264 min

Deere Falls, Veris Residential Climbs, Vanda Pharmaceuticals Surges as FDA Approves Bipolar, Schizophrenia Drug

On this episode of Stock Movers: - Deere (DE) shares fall after Jefferies downgraded the company, saying the stock is pricing in a rebound in the farm economy that appears “elusive.” A downturn should reach its worst point this year, but analyst Stephen Volkmann says troughs have lasted years in the past and farmers face high costs and a volatile trade environment. - Veris Residential (VRE) shares climb the most intraday since July 2023, after saying it will be acquired by an investor consortium led by Affinius Capital in partnership with Vista Hill Partners, in an all-cash transaction for $19 per share. - Vanda Pharmaceuticals (VNDA) shares surge after the US FDA approved the firm’s oral medication for treating manic or mixed episodes in bipolar I disorder and schizophrenia in adults.  See omnystudio.com/listener for privacy information.

Feb 23, 20262 min

Novo Nordisk Sinks, Domino's Pizza Rises, International Paper Falls on Surprise Price Drop

On this episode of Stock Movers: -  Novo Nordisk (NVO) shares sink after its' next-generation obesity shot CagriSema delivered less weight loss than Eli Lilly & Co.’s rival blockbuster tirzepatide in a head-to-head trial. - Domino's Pizza (DPZ) shares rise after the company reported a larger-than-expected rise in comparable sales, as consumers were drawn to the pizza chain’s budget-friendly pies. The Ann Arbor, Michigan-based company made more money by selling more food to its stores, charging higher prices for ingredients and collecting more fees from franchise operators for advertising and royalties, it said in a Monday statement.  - International Paper (IP) shares fall as analysts note that a surprise price drop in domestic containerboard is negative for US packaging companies. See omnystudio.com/listener for privacy information.

Feb 23, 20264 min

Gilead Rises with Acquisition, Novo Nordisk GLP1 Drops, Domino's Cooks

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Gilead Sciences Inc. agreed to buy US cancer-focused biotech Arcellx Inc. for as much as $7.8 billion as it seeks to boost its drug pipeline. Gilead, which owns 11.5% of Arcellx’s outstanding stock, will pay $115 per share in cash, with a contingent payment of $5 per share dependent on future sales, it said Monday. The price is almost double Arcellx’s Friday closing price. Shares of Arcellx rose as much as 78% to $114.18 in premarket trading in New York, while Gilead’s stock slipped about 0.6%. - Novo Nordisk A/S’s next-generation obesity shot delivered less weight loss than Eli Lilly & Co.’s rival blockbuster in yet another blow to the Danish company’s attempts to regain lost ground in the weight-loss market. People treated with a standard dose of Novo’s CagriSema in a trial achieved 20.2% weight loss after 84 weeks, compared with 23.6% for Lilly’s tirzepatide. Novo’s shares plunged as much as 16.5% in Copenhagen on Monday, while Lilly shares rose as much as 4.2% in premarket US trading. - Domino's Pizza posted another quarter with strong comparable-sales growth and new restaurant openings, which sent the stock higher Monday. Still, shares have been trading at their lowest levels in more than two years as investors remain cautious about the restaurant sector. For the fourth quarter ended in December, the pizza chain grew its net revenue by 6.4% from a year ago to $1.54 billion, beating Wall Street's consensus expectations of $1.52 billion. Earnings came in at $5.35 per share, up 9.4% from a year earlier, but slightly below the expected $5.38, the company said Monday.See omnystudio.com/listener for privacy information.

Feb 23, 20264 min

Gilead Slips on Arcellx Acquisition; Merck Rallies; Domino's Rises

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:- Shares of Gilead Sciences (GILD) slipped in premarket trading after the company agreed to buy biotech firm Arcellx Inc. (ACLX) in a deal with an equity value of up to $7.8 billion as the US drugmaker seeks to boost its cancer drug pipeline. Gilead, which owns 11.5% of Arcellx’s outstanding stock, will pay $115 per share in cash, with a contingent payment of $5 per share dependent on future sales, according to a statement Monday. The price is almost double Arcellx’s closing price on Friday. - Shares of Merck & Co. (MRK) rallied ahead of the US market open after the Wall Street Journal reported the company plans to split its main pharmaceutical unit in two as it prepares for the approaching patent expiry of its best-selling drug. The US drugmaker will separate its human-health division into a business that will house its cancer medications — including blockbuster immunotherapy Keytruda — and another for its non-cancer therapies, such as the HPV vaccine Gardasil, the newspaper reported.- Shares of Domino's Pizza (DPZ) jumped premarket after the company reported a larger-than-expected rise in comparable sales, as consumers were drawn to the pizza chain’s budget-friendly pies. The Ann Arbor, Michigan-based company made more money by selling more food to its stores, charging higher prices for ingredients and collecting more fees from franchise operators for advertising and royalties, it said in a Monday statement.See omnystudio.com/listener for privacy information.

Feb 23, 20264 min

Novo Nordisk Data Dump, Johnson Matthey Falls, Enel Up

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Novo Nordisk says Cagrisema fell short of Lilly’s Zepbound in trial, sending shares into freefall.- Johnson Matthey shares fall as much as 17%, most since 2021, after Honeywell cut the price it’s paying for the UK company’s Catalyst Technologies business.- ABN Amro Bank shares rose as much as 3.7%, the most since November, after BofA Global Research raises its recommendation on the lender to buy from neutral, noting attractive valuation and improved profitability that could lead to more buybacks.See omnystudio.com/listener for privacy information.

Feb 23, 20263 min

Johnson Matthey Falls, Enel Powers On, SAP Dips

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Johnson Matthey shares fall as much as 17%, most since 2021, after Honeywell cut the price it’s paying for the UK company’s Catalyst Technologies business.- Enel plans to deepen its commitments in the US and Europe over the next three years, with a fresh wave of investments in renewable energy projects such as wind power and battery storage.- SAP's among the european software and cybersecurity stocks falling, tracking price moves among US peers on Friday, after Anthropic introduced a new security feature for its Claude AI model.See omnystudio.com/listener for privacy information.

Feb 23, 20264 min

Week Ahead: Home Depot, HP, and Dell

Big Tech earnings are still in focus with Home Depot, HP, and Dell all reporting in the coming days.Bloomberg's Nathan Hager previews the numbers with Kristine Aquino, Bloomberg Managing Editor for Markets Live.See omnystudio.com/listener for privacy information.

Feb 22, 20265 min

Weekly Roundup: Genuine Parts Slides, Omnicom Jumps, Blue Owl Drops

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Genuine Parts (GPC) slipped after it announced it would split itself in two, separating its automotive parts and repairs business and its industrial distributing arm into separate companies. The company is best known for its Napa Auto Parts retail operations. Genuine Parts in September struck a deal with activist investor Elliott to add new directors to the board.- Omnicom (OMC) shares surged over the week, rising as much as 12% in trading on Thursday for its biggest intraday advance since February 2022. Traders were enthusiastic about the advertising agency after it reported fourth-quarter revenue that beat estimates. The company’s board also authorized a $5 billion share buyback.- Blue Owl (OWL) shares continue to tumble after it restricted withdrawals from one of its retail focused private credit funds, a fresh blow to a sector that’s faced heightened scrutiny in recent weeks. Blue Owl’s decision highlights a key risk for retail investors drawn to private credit: such funds offer less liquidity than public markets, and firms can block their investors from cashing in.See omnystudio.com/listener for privacy information.

Feb 20, 20264 min

Closing Bell: Alphabet Rises, Walmart Slips, CoreWeave Drops

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Emily Graffeo. - Alphabet (GOOGL) shares rallied on reporting from the Wall Street Journal that the tech giant is in talks to expand the market for its AI chips. - Walmart (WMT) shares extended their slump following an earnings release that disappointed Wall Street. Walmart forecast less growth in earnings this year than traders were expecting, citing the need for flexibility in unpredictable times for consumers. Today, HSBC cut the recommendation on the retailer to hold from buy. - CoreWeave (CRWV) shares tumbled in Friday trading after Business Insider reported that Blue Owl Capital was unable to secure financing for a $4 billion data-center project that will be occupied by the cloud-computing provider.See omnystudio.com/listener for privacy information.

Feb 20, 20266 min

Walmart Slips on Outlook, Blue Owl Tumbles, Alphabet Rises

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Walmart (WMT) shares slipped after it issued an earning forecast that missed estimates. The world's largest retailer forecast less growth in earnings this year than Wall Street was expecting, citing the need for flexibility in unpredictable times for consumers. Walmart’s conservatism reflects the unusual state of the US economy, which is expanding at a solid clip but seeing little employment growth. New Chief Executive Officer John Furner aims to keep gaining market share by keeping prices low and continuing momentum in online delivery services. - Blue Owl (OWL) shares continue to tumble after it restricted withdrawals from one of its retail focused private credit funds, a fresh blow to a sector that’s faced heightened scrutiny in recent weeks. Blue Owl’s decision highlights a key risk for retail investors drawn to private credit: such funds offer less liquidity than public markets, and firms can block their investors from cashing in. - Alphabet (GOOGL) shares rallied on reporting from the Wall Street Journal that the tech giant is in talks to expand the market for its AI chips.See omnystudio.com/listener for privacy information.

Feb 20, 20264 min

Blue Owl Drops; Grail Sinks; Opendoor Rises

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Blue Owl Capital (OWL) shares tumbled after a decision to restrict withdrawals from one of its private credit funds raised fresh concern over the risks bubbling under the surface of the $1.8 trillion market.Shares of the alternative asset manager fell about 10% on Thursday to their lowest level in two and a half years. - Grail (GRAL) shares tumble after the early cancer detection test maker said Galleri, its multi-cancer screener, failed to meet its primary endpoint of statistically significant reduction in combined Stage III and IV cancer. The firm also reported earnings. - Opendoor Technologies (OPEN) shares rise as the online marketplace for residential real estate reported revenue for the fourth quarter that beat the average analyst estimate. Bloomberg Intelligence notes that Opendoor’s platform turnaround bolsters growth. See omnystudio.com/listener for privacy information.

Feb 20, 20264 min

Opendoor Technologies Rises; Newmont Slips; Transocean Misses Estimates

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Opendoor Technologies (OPEN) shares spike as the online marketplace for residential real estate reported revenue for the fourth quarter that beat the average analyst estimate.- Newmont (NEM) shares drop after the world’s biggest gold miner said it expects to produce less bullion this year, due to planned upgrades at some of its managed mines and lower output at two joint ventures with Barrick Mining.- Transocean (RIG) reported adjusted earnings per share for the fourth quarter that missed the average analyst estimate.See omnystudio.com/listener for privacy information.

Feb 20, 20263 min

Aston Martin Dips, Kingspan Climbs, Anglo American Up

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Aston Martin Lagonda Global Holdings issued another profit warning, underscoring the challenge facing Canadian billionaire Lawrence Stroll as he tries to turn around the ailing luxury-car maker.- Construction firm Kingspan Group generated record revenue as its data center business mushroomed, offsetting weaker activity in the residential sector. _-Anglo American took yet another write down on its struggling De Beers unit as one of the diamond industry’s deepest ever crises continued to weigh on the miner’s profits.See omnystudio.com/listener for privacy information.

Feb 20, 20264 min

Moncler Jumps, Kingspan, Danone Dips

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Moncler shares gain as much as 13%, the most since September 2024, after the maker of high-end puffer jackets reported results that Barclays said were significantly ahead of estimates.- Kingspan shares climb as much as 9.4%, touching their highest level since 2024, after the construction firm generated record revenue and said the part of its business that builds infrastructure for data centers has an “extraordinary pipeline.”- Danone reported higher sales in the fourth quarter, buoyed by protein-rich yogurts and fortified drinks for cancer patients.See omnystudio.com/listener for privacy information.

Feb 20, 20265 min

Grail Plunges; Deere, Herbalife Rise

Today's biggest winners and losers in the stock market.On this episode of Stock Movers: -Grail (GRAL) (after hours) stock plunged 30% postmarket after the early cancer detection test maker said Galleri, its multi-cancer screener, failed to meet its primary endpoint of statistically significant reduction in combined Stage III and IV cancer. The firm also reported earnings. -Deere (DE) shares climbed the most in six years as the world’s largest farm-machinery maker boosted its annual profit outlook, anticipating a long-awaited upturn in the agriculture economy.  -Herbalife (HLF) stocks jumped after Cristiano Ronaldo, football’s first billionaire, announced he is putting a small part of his personal fortune into a new health and wellness tracking service owned by Herbalife.See omnystudio.com/listener for privacy information.

Feb 19, 20263 min

Closing Bell: Akami Misses Expectations, Deere Soars, Klarna Tumbles

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.- Akami Technologies (AKAM) shares are down 7% in extended trading, after the software company gave an outlook for adjusted earnings that is weaker than expected for both the first quarter and the full year.- Deere (DEER) shares climbed the most in six years as the world’s largest farm-machinery maker boosted its annual profit outlook, anticipating a long-awaited upturn in the agriculture economy. Deere shares rose as much as 13%, the most intraday since March 2020, to an all-time high. The stock, one of the biggest gainers in the S&P 500 on Thursday, has rallied 44% this year on increased hopes for a recovery.- Klarna (KLAR) has reported two consecutive quarters of losses and is struggling to convince investors to hold on for future profit, less than six month after its initial public offering. Shares in the payments firm are on course for their worst day since listing after Klarna reported a pretax loss of $241 million for last year, even as it pulled in record revenue. As the Stockholm-headquartered firm has expanded beyond its original buy-now-pay-later product into more lucrative longer-term credit, it’s had to set aside more money for potentially souring loans. Klarna has also increased its spending on technology, product development and marketing. In 2024, the firm reeled in a pretax profit of $33 million.See omnystudio.com/listener for privacy information.

Feb 19, 20266 min

Cheesecake Factory, Walmart Slip; WayfairSlumps

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Cheesecake Factory (CAKE) shares fell after the restaurant chain’s comp sales during the fourth quarter came in below the average analyst estimate. The results spurred a downgrade at Stephens. - Walmart (WMT) stocks dropped after citing a “hiring recession” and pressures on shoppers as it forecast less growth in earnings this year than Wall Street was expecting. “There’s a whole lot of the year to go in what’s still a pretty fluid, dynamic macro backdrop,” Chief Financial Officer John David Rainey said in an interview Thursday. “When you look at whatever your favorite macro statistic to point to is — the hiring recession, the fact that student delinquencies are up, there’s still trade uncertainty — we think it’s prudent to be somewhat measured with the outlook right now.” - Wayfair (W) shares slumped as much as 16%, hitting a four-month low intraday, after the home goods retailer said it expects mid-single-digit topline growth year-over-year for the first quarter, which Jefferies considers to be conservative and attributable to colder weather to start the year. The company also said during the conference call that it sees 1Q gross margins “likely at the low end” of the 30% to 31% guidance range.See omnystudio.com/listener for privacy information.

Feb 19, 20265 min

Cheesecake Factory Falls, Walmart Slips, Wayfair Slumps As Analysts Spotlight Decline in Active Users

On this episode of Stock Movers: - Cheesecake Factory (CAKE) shares fell after the restaurant chain’s comp sales during the fourth quarter came in below the average analyst estimate. - Walmart (WMT) shares slipped after issuing a forecast for full-year earnings that missed higher expectations, flagging the unpredictable state of trade and labor market conditions. - Wayfair (W) shares slumped as active customers during the fourth quarter came in slightly below Street expectations. William Blair says the 6.9% growth in net revenue likely fell short of buy-side expectations. Peers RH, Arhaus and Williams-Sonoma also fell.See omnystudio.com/listener for privacy information.

Feb 19, 20263 min

Deere Jumps, Herbalife Gains, EBay Rises on News of Depop Purchase

On this episode of Stock Movers: - Deere (DE) shares jumped as the world’s largest farm-machinery maker boosted its annual profit outlook, anticipating a long-awaited upturn in the agriculture economy.  - Herbalife (HLF) shares are higher after news that Cristiano Ronaldo is investing in a digital platform owned by Herbalife, spending $7.5 million on a 10% stake in HBL Pro2col Software LLC. - EBay (EBAY) shares rose on news that the company agreed to buy Depop for about $1.2 billion to attract younger shoppers and stand out in an increasingly cluttered e-commerce market.See omnystudio.com/listener for privacy information.

Feb 19, 20263 min

Deere Lifts Profit Outlook; Figma Jumps; EBay Shares Rise

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:-Deere & Co. (DE) boosted its profit outlook for the year as the world’s largest farm-machinery maker anticipates the agriculture economy will get better soon.The company estimated net income between $4.5 billion and $5 billion, according to a Thursday statement. That’s above Deere’s initial outlook in November of between $4 billion and $4.75 billion, and compares to the Bloomberg estimate for $4.45 billion.- Figma (FIG) shares jumped in extended trading after the creative software maker gave an annual revenue outlook that topped estimates, easing Wall Street anxiety that the business is threatened by the emergence of rival artificial intelligence products. Sales will be about $1.37 billion in 2026, the San Francisco-based company said Wednesday in a statement. Analysts, on average, projected $1.29 billion, according to data compiled by Bloomberg.- EBay (EBAY) shares gain after the online marketplace forecast net revenue for the first quarter that surpassed Wall Street’s expectations. The firm also agreed to buy Depop from Etsy for about $1.2 billion in cash.See omnystudio.com/listener for privacy information.

Feb 19, 20264 min

Air France-KLM Soars, Airbus Dips, Rio Tinto

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:- Air France-KLM shares rose the most since April after the carrier reported better-than-expected earnings in the fourth quarter and said it remained upbeat about lucrative North Atlantic routes despite heightened geopolitical tensions.- Airbus shares fall as much as 7% after the European planemaker and defense group forecast commercial aircraft deliveries for 2026 of about 870 planes, lower than most previous estimates.- Rio Tinto Group, which walked away from a tie-up with Glencore Plc earlier this month, posted flat full-year profit, as improvements in copper and aluminum failed to offset a combination of one-off restructuring costs, US tariffs and China’s drag on its key iron ore unit.See omnystudio.com/listener for privacy information.

Feb 19, 20265 min

Airbus Slips, Euronext Drops, Nestlé Rises

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Airbus faulted one of its main engine suppliers for failing to deliver the key component in sufficient quantities, forcing the plane maker to pare back its ambitious production goals even as customers place record orders. - Euronext expects costs to jump this year, driven by strategic investments and the recent acquisition of the Athens Stock Exchange. - Nestle shares rise as much as 4.5%, the most since October, after what RBC described as a “decent” fourth-quarter print from the Swiss food giant.See omnystudio.com/listener for privacy information.

Feb 19, 20264 min

eBay Rises, Moderna Trades Higher, Vita Coco Falls

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- eBay (EBAY) agreed to buy Depop for about $1.2 billion in an effort to attract younger shoppers and stand out in an increasingly cluttered e-commerce market. EBay is acquiring the secondhand marketplace from Etsy Inc., which bought Depop in 2021 for $1.6 billion. Depop, which eBay plans to continue to operate as a separate brand, has about 7 million buyers, 90% of whom are younger than 34, Chief Executive Officer Jamie Iannone said Wednesday in an interview. The acquisition will complement eBay’s fashion business, which generates about $10 billion in annual gross merchandise value, he said. EBay shares rose about 7% in extended trading after closing at $82.18 on Wednesday.- Moderna (MRNA) saw its shares rise after the US Food and Drug Administration said it would review Moderna's flu shot made with mRNA technology - a reversal of a previous decision. The two sides agreed to move forward with a traditional review of the company’s shot for adults aged 50 to 64, and consider an accelerated approval for those aged 65 and older, the company said in a statement on Wednesday. The revised regulatory approach takes into account the agency’s criticisms that Moderna’s clinical trial wasn’t rigorous enough among the oldest patients when it refused to look at the application earlier.- Vita Coco (COCO) shares slid the most intraday since May after the coconut water maker detailed several items that cloud visibility in 2026, including increased US promotions, timing shifts, potential price investments, and inventory adjustments.See omnystudio.com/listener for privacy information.

Feb 19, 20265 min

Closing Bell: Booking & Avis Deliver Earnings, Wingstop Shares Pop

Today's biggest winners and losers in the stock market.On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.Listen for a roundup of several companies delivering earnings:- Booking (BKNG) with reported gross bookings for the fourth quarter that beat the average analyst estimate. - Carvana (CNVA) posted strong profit growth in the fourth quarter that still missed Wall Street’s estimates due to higher-than-expected operating costs. Carvana’s shares fell more than 9% as of 4:06 p.m. in after-hours trading in New York. The stock had gained 23% in the 12 months through Tuesday’s close, more than the S&P 500 Index’s 12% advance.- DoorDash (DASH) issued an earnings outlook that missed Wall Street’s expectations, with the delivery company warning that winter storms in the US and investments into growth areas will weigh on profits in the near term. Adjusted earnings before interest, taxes, depreciation and amortization for the first quarter will be $675 million to $775 million, the company said in a statement on Wednesday, falling far short of the average analyst estimate of $800.1 million. Shares of San Francisco-based DoorDash fell 7.2% in extended trading after closing at $173.38 in New York. The stock has been down about 23% so far this year.See omnystudio.com/listener for privacy information.

Feb 18, 20264 min

Meta Slips, Berkshire Cuts Amazon Stake, MSG Skyrockets

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Meta (META) has agreed to deploy “millions” of Nvidia processors over the next few years, tightening an already close relationship between two of the biggest companies in the artificial intelligence industry. Meta, which accounts for about 9% of Nvidia’s revenue, is committing to use more AI processors and networking equipment from the supplier, according to a statement Tuesday. For the first time, it also plans to rely on Nvidia’s Grace central processing units, or CPUs, at the heart of standalone computers. Shares of Meta rose in trading on Wednesday. - Berkshire Hathaway (BRK/A) slashed its holding in Amazon.com Inc. by more than 75% in the fourth quarter, while also building a stake in the New York Times Co. — Warren Buffett’s last new bet as chief executive officer. The conglomerate acquired 5.1 million shares of the media publishing company in the three months through December, a stake worth $351.7 million at year-end, according to a regulatory filing Tuesday. - Madison Square Garden Sports (MSGS) shares skyrocketed after the company said its board unanimously approved a plan to explore a possible spin-off that would separate its New York Knicks business from its New York Rangers business, creating two distinct publicly traded companies.See omnystudio.com/listener for privacy information.

Feb 18, 20264 min

Palo Alto Falls, MSG Sports Rises, Wingstop Surges on Sales

On this episode of Stock Movers: - Palo Alto (PANW) shares fell the most in two years after the cybersecurity company released a forecast for adjusted earnings that was weaker than anticipated. The company forecast adjusted earnings per share of $3.65 to $3.70 for the year and $78 cents to $80 cents for the third quarter. - MSG Sports (MSGS) shares rise after news Madison Square Garden Sports Corp.'s board of directors approved a plan to explore spinning off the New York Knicks and New York Rangers to make it easier to attract investors to the teams. -  Wingstop (WING) shares jumped after the company reported domestic same-store sales that contracted less than what was predicted, and better-than-expected earnings, easing fears of a marked slowdown at the chicken chain. See omnystudio.com/listener for privacy information.

Feb 18, 20263 min

Garmin Rises, MSG Sports Jumps, Wingstop Rises on Better Than Expected Sales

On this episode of Stock Movers: - Garmin (GRMN) shares rise the most intraday since October 2024, after the consumer electronics maker forecast pro forma EPS for 2026 well above Wall Street estimates. - MSG Sports (MSGS) shares rise after news Madison Square Garden Sports Corp.'s board of directors approved a plan to explore spinning off the New York Knicks and New York Rangers to make it easier to attract investors to the teams. - Wingstop (WING) shares jumped after the company reported domestic same-store sales that contracted less than what was predicted, and better-than-expected earnings, easing fears of a marked slowdown at the chicken chain. See omnystudio.com/listener for privacy information.

Feb 18, 20265 min

Wingstop Jumps on Earnings; Analog Devices Beats Estimates; Bayer Shares Plunge

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Wingstop (WING) . shares jumped in premarket trading after the company reported domestic same-store sales that contracted less than what was predicted, and better-than-expected earnings, easing fears of a marked slowdown at the chicken chain. - Analog Devices (ADI) reported adjusted earnings per share for the first quarter that beat the average analyst estimate. - Bayer (BAYN GY) shares drop as much as 12%, the most since November 2024, amid uncertainty around attempts to settle lawsuits tied to Roundup weedkiller. The decline follows a 7.4% gain on Tuesday, and the shares remain up more than 65% since early November.See omnystudio.com/listener for privacy information.

Feb 18, 20264 min

Toll Brothers Misses Estimates; Bayer Shares Tumble; Nvidia Gains as Meta Deepens TiesMovers_FINAL

On this episode of Stock Movers:-Toll Brothers (TOL) fell short of analysts’ estimates for quarterly orders, signaling that fewer people are signing contracts to build homes as high prices and economic uncertainty hold some buyers back.The luxury home builder said Tuesday that it had 2,303 signed contracts for the three months ending Jan. 31, missing analyst estimates of 2,417 orders. The company maintained its home delivery guidance for 2026 of 10,300 to 10,700.- Bayer (BAYER HB) shares drop as much as 9.4%, the most since August, amid uncertainty around attempts to settle lawsuits tied to Roundup weedkiller. The decline follows a 7.4% gain on Tuesday, and the shares remain up more than 70% since early November.- Nvidia (NVDA) shares rise after Meta Platforms (META) agreed to deploy “millions” of the company’s processors over the next few years. Shares in the Facebook-owner also gain about 1%.See omnystudio.com/listener for privacy information.

Feb 18, 20264 min

Mediobanca Rises, Bayer Drops, Rasberry Pi Soars

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Shares in Mediobanca rise as much as 9%, the most since last April, after Banca Monte dei Paschi di Siena’s board approved a plan to pursue delisting the investment bank. - Bayer agreed to pay more than $7 billion as part of a major push to resolve current and future cancer lawsuits over its top-selling Roundup weedkiller.- Shares in British company Raspberry Pi Holdings Plc rose as much as 26% on investor optimism over how its simple personal computers could be used for artificial intelligence.See omnystudio.com/listener for privacy information.

Feb 18, 20264 min

Glencore Slides, BAE Boosted, Carrefour Drops

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Glencore posted a drop in full-year profit as record copper prices failed to offset declining earnings from the commodity trader-cum-miner’s sprawling coal operations. - BAE Systems predicted continued solid sales and earnings growth for the year after a record 2025, signaling the rapid expansion of defense budgets around the world shows little sign of abating. _ Carrefour drops as much as 5% after delivering full-year results which are seen as slightly weaker than expected, with analysts flagging Ebit below consensus and free cash flow also disappointing.See omnystudio.com/listener for privacy information.

Feb 18, 20264 min