Stock Movers

Earnings are still in focus with JPMorgan Chase, Wells Fargo, and Citigroup all reporting in the coming days.Bloomberg's Nathan Hager previews the numbers with Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers, we take a look at some of the biggest gainers and decliners of the week:  - Palantir (PLTR) saw its shares sink this week amid a broader selloff in software related stocks. On Thursday, the iShares Expanded Tech-Software Sector ETF, ticker IGV, fell 3.9%, closing at its lowest level since November 2023. It has dropped more than 27% this year. An index of software-as-a-service stocks shed 4.8%, bringing its week-to-date decline to 9% and its 2026 drop to almost 40%. The year’s selloff stems from investor concern that AI offerings will sap demand for services from legacy providers, weighing on their growth and pricing power going forward. The proliferation of so-called AI agents, designed to complete multi-step processes without human interference, has been viewed as a particular challenge for software-as-a-service stocks. Michael Burry, made famous by 'The Big Short' has argued that Anthropic is winning the race for enterprise AI spending, which also led to Palantir shares taking a hit. - Intel (INTC) shares rallied over the week. On Thursday, the company said that Alphabet's Google committed to using future generations of its Xeon processors and other chips. Intel shares rallied nearly 20% over the week. The shares have also benefited from an announcement that the chipmaker will help Elon Musk’s long-shot effort to develop semiconductors for Tesla Inc., SpaceX and xAI. - UnitedHealth (UNH) shares ticked higher over the week, signaling a potential comeback for the company. Most of the nearly 10% rally took place Tuesday, following a 2.48% increase to payments for Medicare Advantage in 2027, instead of an initial US government proposal that rates be left little changed. The final payment policy from the Centers for Medicare and Medicaid Services was mostly seen as a reprieve for profit-squeezed health insurers. Medicare Advantage has powered insurers’ growth for more than a decade, but the business has become less profitable in recent years as medical costs rise and government funding dwindles. It was a shot in the arm for battered UnitedHealth, the nation’s biggest provider of private Medicare plans. The firm recently forecast a decline in 2026 revenue — its first annual contraction in more than three decades — and said it expects shrinking enrollment across all its major segments, including commercial health plans, Medicare and Medicaid.See omnystudio.com/listener for privacy information.

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. - CoreWeave (CRWV) shares rallied on word that Anthropic agreed to tap data center capacity from it as part of efforts to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, CoreWeave said Friday in a statement. The capacity will include a variety of Nvidia Corp. chip architectures at data centers in the US, CoreWeave Chief Executive Officer Michael Intrator said.It’s a “multibillion-dollar contract,” Intrator said Friday in an interview on Bloomberg Television. The companies declined to disclose precise financial terms of the agreement. - Fair Isaac (FICO), better known as FICO saw shares tumble during Friday trading, hitting its lowest levels since November 2023. Analysts point to a recent podcast appearance by Mortgage Bankers Association CEO Bob Broeksmit as a possible reason why. Broeksmit discussed measures to help home-purchase affordability, including increasing credit-score bureau competition and called for modernized credit reporting and allowing market forces to prevail.  - ServiceNow (NOW) shares dropped, extending a recent selloff following a downgrade from UBS to neutral from buy. Shares of software companies have slumped lately amid concerns about disruption from artificial intelligence serviceSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - CoreWeave (CRWV) shares rallied on word that Anthropic agreed to tap data center capacity from it as part of efforts to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, CoreWeave said Friday in a statement. The capacity will include a variety of Nvidia Corp. chip architectures at data centers in the US, CoreWeave Chief Executive Officer Michael Intrator said. CoreWeave shares jumped 13% to $104.27 at 11:44 a.m. in New York, the biggest intraday rise in more than two months. The stock has gained 46% this year.  - Nike (NKE) shares edged lower, after Piper Sandler downgraded stock of the sneaker-maker to neutral from overweight on concerns that athleisure is becoming too saturated across the industry.  - Simply Good Food (SMPL) shares slid as much as 22% after the maker of Atkins and Quest food products slashed its annual forecast as sales for the second quarter fell short of Wall Street expectations.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Nike (NKE) shares edged lower after Piper Sandler downgraded the company to neutral from overweight on concerns that athleisure is becoming too saturated across the industry. Analyst Anna Andreeva says the sportswear giant is also a quarter away from lapping big gains in its Running business and worry that athleisure might be at “peakish levels.” - Coreweave (CRWV) shares rise after news Anthropic agreed to rent data center capacity to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, with capacity including a variety of Nvidia Corp. chip architectures at data centers in the US. - Shake Shack (SHAK) shares rise. Mizuho Securities raised the recommendation on Shake Shack Inc. Class A to outperform from neutral, saying its valuation looks attractive with catalysts ahead.  “Our checks point to Q1 SSS growth upside, with drivers in place for comp momentum and restaurant-level margins ahead of current expectations as 2026 progresses,” analyst Nick Setyan wrote in a note.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: -Organon (OGN) share surge after the Economic Times reported that Sun Pharmaceutical is set to make a $12 billion offer for Sun Pharma. Sun Pharma has completed detailed due diligence that lasted over three months and is now finalizing a financing package before submission of a firm offer in the coming weeks: ET. -Coreweave (CRWV) shares rise after news Anthropic agreed to rent data center capacity to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, with capacity including a variety of Nvidia Corp. chip architectures at data centers in the US. -Kyivstar (KYIV) shares rise after Ukraine’s top negotiator with Russia said he sees progress toward a possible peace deal between the two countries. Kyivstar is expected to benefit from an end to the war, with Oppenheimer saying in September that reconstruction efforts will boost Ukraine’s GDP and offer meaningful upside for the shares.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Nvidia-backed Lumentum Holdings (LITE) is leading gains among optical-components makers as the firm said demand from the biggest US tech companies is accelerating.  - Sun Pharmaceutical (SUNP) shares fall after the Economic Times reported the company is set to make a $12 billion offer for debt-ridden US company Organon & Co. - Porsche's (P911 GY) first-quarter sales fell after a steep drop in China, where luxury spending remains subdued, compounding pressure from model transitions and slowing demand for electrified cars in the US.Global deliveries slumped 15% in the period, dragged down by a 21% decline in China, Porsche said Friday. European luxury brands are grappling with fierce local competition and an erosion in pricing power in the worlds’ biggest car market.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Nvidia-backed Lumentum Holdings (LITE) is leading gains among optical-components makers as the firm said demand from the biggest US tech companies is accelerating. - Taiwan Semiconductor Manufacturing (TSM) reported a 35% increase in quarterly revenue, suggesting global AI chip demand remained intact during the first weeks of war in the Middle East.The main chipmaker for Nvidia Corp. and Apple Inc. reported revenue for the first quarter of $35.6 billion, beating projections, after sales in March alone rose 45%.- Shares of software companies fell on Thursday, in the latest example of the group slumping amid concerns about disruption from artificial intelligence services.The iShares Expanded Tech-Software Sector ETF, ticker IGV, fell 3.9%, closing at its lowest level since November 2023. It has dropped more than 27% this year. An index of software-as-a-service stocks shed 4.8%, bringing its week-to-date decline to 9% and its 2026 drop to almost 40%.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Brunello Cucinelli gains as much as 6.6% after the Italian luxury clothing company reported solid first-quarter earnings thanks to strong retail sales, which according to analysts, confirms the company’s stand-out position in the sector._ Sodexo cut its full-year guidance as the caterer said under-investment, execution challenges and an uncertain external environment is hurting performance, sending shares as much as 20% lower. - Reply shares rose as much as 8.4% in Milan trading, the most in a year, after the Italian digital services firm announced that it would buy back ordinary shares worth as much as €550m.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:_ Brunello Cucinelli gains as much as 6.6% after the Italian luxury clothing company reported solid first-quarter earnings thanks to strong retail sales, which according to analysts, confirms the company’s stand-out position in the sector.- Sodexo shares plunge as much as 20%, to the lowest level since 2011, after the French food services company issued weaker-than-expected guidance for organic revenue growth and underlying operating margin. - Oil majors including BP are experiencing some weakness this morning after a turbulent week for the sector which saw oil prices whipsawing.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:-Brown-Forman (BF/B) shares climb as much as 16% to their highest intraday level since mid-December on reports that Sazerac approached the maker of Jack Daniel’s about a potential deal. Sazerac’s interest comes after Bloomberg reported Brown-Forman was in talks with Pernod Ricard.- Texas Pacific Land (TPL) shares fell as much as 16% Thursday after the chief executive officer of the firm’s largest shareholder died. Murray Stahl, CEO of Horizon Kinetics Holding Corp. and a board member of Texas Pacific, passed away, the company announced on Thursday-STAAR Surgical (STAA) shares gain 23% premarket after the health care supplies firm said it expects net sales for 1Q 2026 to exceed $90 million, compared to net sales of $42.6 million for the first quarter of 2025. The estimate surpassed Wall Street’s expectations.See omnystudio.com/listener for privacy information.

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.- CoreWeave (CRWV) stock swung between gains and losses Thursday after the cloud infrastructure provider unveiled an expanded deal with Meta Platforms worth roughly $21 billion. CoreWeave will provide Meta with artificial-intelligence cloud capacity through Dec. 20, 2032, as part of the deal. Meta also will exercise a previous option for additional capacity, which was included in the pair's cloud agreement last year. CoreWeave stock was up 4.5% to $92.73 in afternoon trading after rising sharply in the premarket session and then falling by more than 4% after the opening bell.-Intel (INTC) trying to promote the use of its technology in data centers, said Alphabet Inc.’s Google has committed to using future generations of its Xeon processors and other chips. As part of the multiyear agreement, announced Thursday, the search engine giant will customize Intel’s IPUs, or infrastructure processing units. Intel’s stock rose as much as 3.6% in New York trading, adding to a rally of about 20% this week.-Home Depot (HD) shares declined as much as 2.3% while the home improvement retailer gave a presentation during a JPMorgan retail forum. During the event, CFO Richard McPhail said economic uncertainty is weighing on consumers’ willingness to take on bigger projects.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:-CoreWeave Inc. (CRWV) has struck another, much larger $21 billion deal to supply computing power to Meta Platforms Inc. through 2032, deepening its business with the social media giant that’s trying to catch up in the race to build more powerful artificial intelligence models.-Carvana (CVNA) shares slump 6.3% on Thursday as JPMorgan analyst Rajat Gupta cut his price target on the digital used-car retailer to $455 from $490.-Chevron Corp. (CVX) said its production fell as much as 6% in the first quarter due in part to the Iran war, echoing a similar disclosure from Exxon Mobil Corp. earlier this week.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Coreweave (CRWV) shares gain after news that it struck a $21 billion deal to supply computing power to Meta Platforms Inc. through 2032. CoreWeave will provide AI cloud capacity to Meta from multiple data centers powered in part by the Rubin systems of chips company Nvidia Corp., through December 2032. - Sandisk (SNDK) shares surge after news that its' price target is being raised to a Street-high view of $1,250 from $1,000 at Bernstein, which cites ongoing strength in prices for memory chips.  - Constellation Brands (STZ) shares fall after the maker of Corona and Modelo Especial gave an outlook for full-year comparable earnings-per-share that missed the average analyst estimate. The company also said it’s withdrawing its previously issued fiscal 2028 forecast.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: Intel (INTC) shares rise after the company said Alphabet Inc.'s Google has committed to using future generations of its Xeon processors and other chips. As part of the agreement, Google will customize Intel's IPUs, which handle functions such as networking, security and storage. Meta (META) shares gain after news CoreWeave struck a $21 billion deal to supply computing power to Meta Platforms Inc. through 2032. CoreWeave will provide AI cloud capacity to Meta from multiple data centers powered in part by the Rubin systems of chips company Nvidia Corp., through December 2032. Staar Surgical (STAA) shares jump after the health care supplies firm said it expects net sales for 1Q 2026 to exceed $90 million, compared to net sales of $42.6 million for the first quarter of 2025. The estimate surpassed Wall Street’s expectations.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - CoreWeave (CRWV) has struck another, much larger $21 billion deal to supply computing power to Meta Platforms Inc. through 2032, deepening its business with the social media giant that’s trying to catch up in the race to build more powerful artificial intelligence models.  - Amazon.com (AMZN) Chief Executive Officer Andy Jassy said firm is willing to make large capex investments and endure short-term FCF headwinds for the substantial medium to long-term FCF surplus. - Constellation Brands (STZ) rose 5.3%. The company reported EPS and sales above estimates. Trading volume was five times the average for this time of day. The stock reversed the previous session's loss.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Applied Digital (APLD) shares are down after the data center operator reported third-quarter results. Gross margins missed the average analyst estimate, while Vital Knowledge also noted elevated capital expenditures.- Constellation Brands (STZ) shares drop after the maker of Corona and Modelo Especial gave an outlook for full-year comparable earnings-per-share that missed the average analyst estimate. The company also said it’s withdrawing its previously issued fiscal 2028 forecast.- Amazon.com (AMZN) Chief Executive Officer Andy Jassy said firm is willing to make large capex investments and endure short-term FCF headwinds for the substantial medium to long-term FCF surplus.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- BP rebounded this morning on higher oil prices as optimism over the US-Iran ceasefire wanes.- Austria-based Raiffeisen Bank offered to buy Addiko Bank in a deal that values the consumer-lending Balkans specialist at €450 million.- Abivax shares rise as much as 3.8% after Oddo BHF lifted its price target on the French biotech company, saying Crohn’s disease could represent a bigger commercial opportunity than ulcerative colitis.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- BP shares are up this morning on higher oil prices as optimism over the US-Iran ceasefire faded._ easyJet dropped at the open, paring yesterday's gains amid ongoing concerns over jet fuel shortages.- LVMH fell ahead of reporting Q1 earnings next week, following its worst start to the year on record.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:-Crocs (CROX) is up 6.6% after Williams Trading analyst Sam Poser upgraded his rating on the plastic footwear maker to buy from hold, citing better-than-expected trends.-Levi Strauss (LEVI) gains 13% after the apparel company boosted its adjusted earnings-per-share and revenue forecasts for the full year. The denim company also reported first-quarter earnings and sales that topped estimates.-Vital Farms (VITL) falls 6.3% after TD Cowen cut the recommendation on the food producer to hold from buy, and slashed the price target to a Street low.See omnystudio.com/listener for privacy information.

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. - Meta Platforms (META) shares closed 6.5% higher on Wednesday after the company introduced Muse Spark, a new multimodal reasoning model and the first in its Muse family, as the company steps up efforts to build what it calls "personal superintelligence." - Levi Strauss (LEVI) shares closed 10.65% higher, and soared as much as 16% in the intraday, after the apparel company boosted its adjusted earnings-per-share and revenue forecasts for the full year. The denim company also reported first-quarter earnings and sales that topped estimates. - Exxon Mobil (XOM) shares dropped. Exxon Mobil said it lost 6% of its global production in the first quarter due to the Iran war. The company said two LNG production lines at a facility in Qatar were damaged by Iranian missile strikes and the damage will take a prolonged period to repair.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Meta Platforms (META) shares were up more than 7% on Wednesday after the company introduced Muse Spark, a new multimodal reasoning model and the first in its Muse family, as the company steps up efforts to build what it calls "personal superintelligence."- Levi Strauss shares soar as much as 16%, the most intraday since April 9 of last year, after the apparel company boosted its adjusted earnings-per-share and revenue forecasts for the full year. The denim company also reported first-quarter earnings and sales that topped estimates.- Galloway Capital Partners sent a letter to Chegg’s (CHGG) board, arguing that its share price is undervalued while calling on management to take steps to improve capital markets communication and investor awareness. Chegg shares jumped 16%.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Carnival (CCL) shares surge after oil prices dropped. This comes after the US and Iran agreed to a two-week ceasefire and Tehran pledged to reopen the Strait of Hormuz, with President Donald Trump vowing to pursue talks rather than escalate the war. - Delta Airlines (DAL) shares are up on positive earnings. Delta Air Lines Inc. said it expects to incur more than $2 billion in higher fuel costs through June because of the Iran war. Delta Chief Executive Officer Ed Bastian said the company is "looking to do more" fare increases and will make "some meaningful capacity reductions" of about 3.5%. - Exxon (XOM) shares drop. Exxon Mobil said it lost 6% of its global production in the first quarter due to the Iran war. The company said two LNG production lines at a facility in Qatar were damaged by Iranian missile strikes and the damage will take a prolonged period to repair.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Levi Strauss (LEVI) shares jump after the company raised its projections for the year after reporting better-than-expected quarterly results, citing strong demand in all regions. The company's revenue and earnings per share exceeded expectations, with revenue of $1.7 billion in the fiscal quarter ended March 1. - Delta Airlines (DAL) shares are up on positive earnings. Delta Air Lines Inc. said it expects to incur more than $2 billion in higher fuel costs through June because of the Iran war. Delta Chief Executive Officer Ed Bastian said the company is "looking to do more" fare increases and will make "some meaningful capacity reductions" of about 3.5%. - Venture Global (VG) shares drop. Energy stocks are falling and airline stocks are rising after US and Iran agreed to a two-week ceasefire in exchange for Tehran reopening the Strait of Hormuz.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Delta Air (DAL) shares extended their climb to as much as 14% in premarket trading, after the carrier posted adjusted profit and revenue for the first quarter that topped the average analyst estimate. Though the airline omitted full year guidance, its forecast for the current quarter is viewed as strong by analysts considering higher fuel-cost assumptions. - Levi Strauss & Co. (LEVI) raised its projections for the year after reporting better-than-expected quarterly results, citing strong demand in all regions as the denim brand steers shoppers to its own stores and website.  - Exxon Mobil (XOM) lost 6% of its global production in the first quarter as the Iran war paralyzed oil and natural gas operations in the Persian Gulf.Half those outages were from a liquefied natural gas complex in Qatar in which Exxon is a partner, the company said Wednesday. Two LNG production lines, or trains, at the facility were damaged by Iranian missile strikes.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Delta Air Lines (DAL) expects to incur more than $2 billion in higher fuel costs through June because of the Iran war, prompting the carrier to tread carefully and stick to its previous full-year profit forecast.“We’re not updating it in light of the uncertainty, so I think it’d be imprudent to make any estimate at this point,” Delta Chief Executive Officer Ed Bastian said.- Exxon Mobil (XOM) said 6% of its global first-quarter production was knocked out as the Iran war paralyzed much of the Persian Gulf energy industry. Half of those outages were concentrated at a liquefied natural gas complex in Qatar in which Exxon is a partner, the company said on Wednesday. Two LNG production lines, or trains, were damaged.- Carnival Corp. rose 9.7% in trading before regular market hours.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Ryanair rose 11%, the most in five years, as airlines climb on news of a ceasefire between the US and Iran. - Shell said its first-quarter results were boosted by its oil trading operation, even as the company’s Middle East assets were battered by the Iran conflict. Oil plunged below $100 a barrel on Wednesday after the US and Iran agreed to a two-week ceasefire, but prices remain up by more than 50% this year.- Close Brothers shares surge as much as 23%, the most since August, after the lender said the estimated cost of the FCA’s motor finance redress proposal is broadly similar to its existing provision.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- EasyJet shares rose 12% and are up 15% in the past week following news of a ceasefire agreement between the US and Iran. - Shell said its first-quarter results were boosted by its oil trading operation, even as the company’s Middle East assets were battered by the Iran conflict. Oil plunged below $100 a barrel on Wednesday after the US and Iran agreed to a two-week ceasefire, but prices remain up by more than 50% this year.- Fresnillo rose 14% the most in six years. The stock was the best performer among its peers.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Jeans and apparel maker Levi Strauss (LEVI) reported better-than-expected revenue and earnings and raised its fiscal year guidance. For the fiscal first quarter ended March 1, the denim giant reported adjusted earnings of 42 cents a share, up from 38 cents a share in the year-ago first quarter, and revenue of $1.74 billion, up 14%. Levi's stock is down 5% year to date through Tuesday's close, but up nearly 59% over the past 12 months.- A large fire at a Kimberly-Clark distribution center in Ontario, California, will add “uncertainty” and likely “disruptions” to the company’s operations, according to Piper Sandler analyst Michael Lavery. The stock fell 4.1% on Tuesday, the most since March 3, and was the worst performer in the S&P 1500 Household and Personal Products Index- Broadcom shares rise 3.0% on Tuesday after the chipmaker announced a long-term agreement with Google to develop and supply Tensor Processing Units. The companies also confirmed plans to work with Anthropic to power the AI startup’s burgeoning operations. See omnystudio.com/listener for privacy information.

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.- UnitedHealth Group (UNH) Humana (HUM) and other insurers that provide private Medicare Advantage plans for older Americans rose after the US agreed to boost 2027 payments by 2.48%, more than its initial proposal and a respite for an industry squeezed by federal cost-cutting efforts. Industry leader UnitedHealth’s stock jumped as much as 10%, the most intraday since August. Humana advanced as much as 11%, while CVS Health Corp. gained as much as 6.9%.- Broadcom shares rise 3.0% on Tuesday after the chipmaker announced a long-term agreement with Google to develop and supply Tensor Processing Units. The companies also confirmed plans to work with Anthropic to power the AI startup’s burgeoning operations.- Apple (AAPL) shares are down 3.4% on Tuesday, after Nikkei Asia reported that the company is seeing setbacks in the engineering test phase of the foldable iPhone and that it could push back its production and shipment schedule. The report cited unidentified people.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- UnitedHealth Group (UNH) Humana (HUM) and other insurers that provide private Medicare Advantage plans for older Americans rose after the US agreed to boost 2027 payments by 2.48%, more than its initial proposal and a respite for an industry squeezed by federal cost-cutting efforts. Industry leader UnitedHealth’s stock jumped as much as 10%, the most intraday since August. Humana advanced as much as 11%, while CVS Health Corp. gained as much as 6.9%.- Shares of Paramount Skydance (PSKY) climb as much as 13%, the most intraday since Feb. 27, after the entertainment company said it has entered into equity syndication agreements with Gulf funds to support its acquisition of Warner Bros. Discovery.- Delta Air Lines on Wednesday is slated to be the first US airline to report quarterly earnings since the war in Iran led jet fuel costs to spike, a potential threat to strong demand and bookings. Some analysts expect Delta to recapture earnings growth in 2026 given the Atlanta-based carrier has so far shown more resilience than peers in the face of higher fuels costs. Shares fell 1.7%See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Broadcom (AVGO) shares rose on Tuesday after the chipmaker announced a long-term agreement with Google to develop and supply Tensor Processing Units. - Amazon (AMZN) shares gain after the company reached a new agreement with the US Postal Service, providing a lifeline to the agency and securing delivery for customers in rural America. Amazon will retain about 80% of its existing deliveries with USPS, or more than 1 billion packages per year, according to a person familiar with the matter. - Apple (AAPL) shares slump after Nikkei Asia reported that the company is seeing setbacks in the engineering test phase of the foldable iPhone and that it could push back its production and shipment schedule. The report cited unidentified people.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - ASML (ASML) shares fell as much as 4.7% on Tuesday after US lawmakers unveiled legislation aimed at tightening restrictions on chip tool exports to China. - Universal Music Group (UMG) shares rose as much as 24% in Amsterdam, but traded well below the value of an offer from Pershing Square Capital Management amid doubt over whether the deal will happen. - Broadcom (AVGO) shares rose on Tuesday after the chipmaker announced a long-term agreement with Google to develop and supply Tensor Processing Units.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Billionaire activist Bill Ackman has proposed a bid for Universal Music Group (UMG NA) — the world’s largest music company, which houses the likes of Taylor Swift, Drake and Sabrina Carpenter — to increase returns on one of his hedge fund’s biggest holdings. - Broadcom (AVGO) shares are up after the chipmaker announced a long-term agreement with Google to develop and supply Tensor Processing Units. - The US Medicare program will pay private insurers 2.48% more in 2027, a meaningful improvement over the initial rates the agency proposed in January. Shares of major insurance companies jumped on the news in premarket trading on Tuesday, with UnitedHealth Group Inc. up 6.6%, Humana Inc. rising 11%, and CVS Health Corp. up 5.8%.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- The US Medicare program will pay private insurers 2.48% more in 2027, a meaningful improvement over the initial rates the agency proposed in January.The final policy from the Centers for Medicare and Medicaid Services influences how more than half a trillion dollars flow through private health plans sold by companies including UnitedHealth Group Inc., Humana Inc. and CVS Health Corp.- Broadcom (AVGO) shares rise after the chipmaker announced a long-term agreement with Google to develop and supply Tensor Processing Units. The companies also confirmed plans to work with Anthropic to power the AI startup’s burgeoning operations.- Apple (AAPL) is seeing setbacks in the engineering test phase of the foldable iPhone and could push back its production and shipment schedule, Nikkei Asia reports, citing unidentified people.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Universal Music Group shares rise as much as 24% in Amsterdam, but trade well below the value of an offer from Pershing Square Capital Management amid doubt over whether the deal will happen.- The ongoing conflict in Iran poses direct operational risks to Middle Eastern refineries. BP shares rise as much as 1.54% in early trading. - JCDecaux rises as much as 5.8% as TD Cowen upgrades the outdoor advertising company to buy from hold, seeing a clear inflection point as China returns to growth.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Universal Music Group shares rise as much as 24% in Amsterdam, but trade well below the value of an offer from Pershing Square Capital Management amid doubt over whether the deal will happen.- US lawmakers introduced legislation to restrict exports of chipmaking tools to China, targeting companies like and Tokyo Electron. - Shares in Italy’s largest defense company Leonardo fall as much as 4.2% on the possibility of a management change, with Bloomberg News reporting that CEO Roberto Cingolani could be replaced as soon as this week. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Share of AppLovin (APP) gains as Much as 7.2%. Wells Fargo analyst Alec Brondolo raised the firm's price target on AppLovin (APP) to $560 from $543 and keeps an Overweight rating on the shares. The firm says checks are improving and buy-side sentiment is negative. Wells sees positive setup into Q1 EPS. - Tesla (TSLA) falls to its lowest since September. Shares fell as much as 3.9% In the wake of a delivery-forecast miss from Tesla, JPMorgan's Ryan Brinkman highlighted that the company was also up against a much lower bar than had been expected years ago. - Bank of New York Mellon (BNY) shares rose as much as 1.7% and Robinhood Markets (HOOD) shares gained as much as 2.3% after the firms were tapped by the US Treasury to support the implementation of the new Trump Accounts program.See omnystudio.com/listener for privacy information.

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, Isabelle Lee, Carol Massar and Tim Stenovec.- Seagate (STX) shares are up after Morgan Stanley raised its price target on the computer hardware and storage company to $582 from $468. The firm also named Seagate its Top Pick, seeing long-term tailwinds related to AI.- Tesla (TSLA) stocks are down after JPMorgan analyst Ryan Brinkman said "Tesla investors should proceed with caution because the electric-vehicle maker is in danger of weaker performance." He cut his earnings estimates for the company after first-quarter delivery numbers disappointed last week.- Invesco (IVZ) shares fell after BlackRock Inc. announced it was setting its sights on a corner of the $13.7 trillion US exchange-traded fund industry long controlled by Invesco: tracking the Nasdaq 100 Index.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Micron (MU) shares rise after a KeyBanc analyst John Vinh repeated an Overweight rating. This comes as Micron Technology Inc. is facing challenges in the stock market, with its shares down nearly 20% since hitting a high three weeks ago due to concerns about the memory sector and uncertainty in the broader market. - Dow (DOW US) shares drop. US chemical stocks are lower on Monday as oil prices pull back and BofA downgrades the stocks as it sees the market tailwinds from the Iran war as unsustainable. - Carvana (CVNA) shares fall. BofA Global Research downgraded the online used-car retailer to neutral from buy citing recent macro and industry developments. See omnystudio.com/listener for privacy information.