
Stock Movers
2,482 episodes — Page 12 of 50

Meta and Google Found Liable; Corebridge and Equitable Merge; Pony AI Swings to Profit
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Corebridge Financial and Equitable Holdings to combine in an all-stock merger, valuing the combined company at approximately $22 billion. - Meta Platforms Inc. and Alphabet Inc.’s Google must pay damages to a 20-year-old woman who said her addiction to social media caused her mental health struggles, a jury concluded in a landmark decision that could signal hefty risks for the companies as they fight thousands of similar claims. - Pony AI Inc. delivered its first profitable quarter ever, bolstered by a windfall from an early investment, rather than its main robotaxi business.See omnystudio.com/listener for privacy information.

H&M Sales Fall Short of Expectations; Pony AI Swings to Profit; Henkel to Buy Hair-Care Brand Olaplex
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Swedish fast-fashion retailer Hennes & Mauritz AB’s first-quarter sales fell short of expectations in a period plagued by weak consumption and large currency effects.- Pony AI (PONY) delivered its first profitable quarter ever, bolstered by a windfall from an early investment, rather than its main robotaxi business.- Henkel AG has agreed buy Olaplex Holdings, the hair-care brand that developed a cult following for its shampoos and other treatments, in a $1.4 billion deal. See omnystudio.com/listener for privacy information.

Boliden Slumps, Next Gains, Aviva Drops
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Boliden drops as much as 15%, the most since July 2023, after providing an update on the abnormally high seismic activity that has impacted production at its key Garpenberg mine. - Next said the conflict in the Middle East will add £15 million ($20 million) of costs and warned it will raise prices if the war persists, taking some of the shine off another upward nudge to the UK retailer’s profit guidance.- European companies with exposure to private credit may be in focus after Jefferies’ results missed Wall Street estimates, dragged down by losses on wayward credit bets. Watch European companies including AXA, Allianz, Aviva, Legal & General, Prudential, Aegon and NN Group.See omnystudio.com/listener for privacy information.

Arm Surges, Driven Brands Rises, Navan Strong Earnings
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Arm Holdings Plc (ARM) shares rose by the most in almost a year after the company announced plans to sell its own chips for the first time — a move forecast to generate about $15 billion annually within five years. Meta Platforms Inc. will be the first major customer for the company’s chip, called an AGI CPU, Arm said Tuesday at an event in San Francisco. The product will have as many as 136 cores — a measure of processing power — and draw 300 watts of electricity, according to the UK-based company. Taiwan Semiconductor Manufacturing Co. will produce the chips.- Driven Brands (DRVN) rose in extended trading after a Wall Street Journal report that activist ADW Capital is encouraging the automotive services firm to explore a sale or breakup.- Navan (NAVN) shares are up after the business travel platform reported earnings and revenue for the fourth quarter that beat the average analyst estimate.See omnystudio.com/listener for privacy information.

Closing Bell: Arm Soars, JetBlue Surges, Energy and Chemical Stocks Fall
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Arm Holdings Plc (ARM) shares rose by the most in almost a year after the company announced plans to sell its own chips for the first time — a move forecast to generate about $15 billion annually within five years. Meta Platforms Inc. will be the first major customer for the company’s chip, called an AGI CPU, Arm said Tuesday at an event in San Francisco. The product will have as many as 136 cores — a measure of processing power — and draw 300 watts of electricity, according to the UK-based company. Taiwan Semiconductor Manufacturing Co. will produce the chips.- JetBlue (JBLU) shares surge after reports from Semafor saying the airline is considering the option of selling itself to a competitor. The US airline has hired advisers to explore the viability of a deal, and is considering scenarios of a tie-up with United Airlines Holdings Inc., Alaska Air Group Inc. or Southwest Airlines Co., and how such a combination would sit in the political and regulatory environment, the publication said.- Energy and Chemical stocks fell today as investors weighed Iran rejecting a US ceasefire proposal.See omnystudio.com/listener for privacy information.

JetBlue Soars, Meta Gains, Arm Rises
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: JetBlue Airways (JBLU) is considering the option of selling itself to a competitor, Semafor reported, citing people familiar with the matter. The US airline has hired advisers to explore the viability of a deal, and is considering scenarios of a tie-up with United Airlines Holdings Inc., Alaska Air Group Inc. or Southwest Airlines Co., and how such a combination would sit in the political and regulatory environment, the publication said. Meta Platforms (META) is cutting several hundred jobs as part of a restructuring effort that’s impacting several teams at the company, including sales, recruiting and the Reality Labs hardware division. Arm Holdings (ARM) which made its name licensing technology to semiconductor makers, said it will sell its own chips for the first time — a move forecast to generate about $15 billion annually within five years.See omnystudio.com/listener for privacy information.

KB Home Drops, Sarepta Jumps, ARM Gains on Plans to Sell Its Own Chips
On this episode of Stock Movers: - KB Home (KBH) shares fell after the single-family home builder reported forecast deliveries for the second quarter that missed the average analyst estimate. - Sarepta Therapeutics (SRPT) shares jump after the biotech released early clinical data from its siRNA pipeline. Oppenheimer (outperform) analyst Kostas Biliouris says “early DM1/FSHD data appear promising, but full dataset & more markers needed for conclusions” - ARM (ARM) shares rise after news it will sell its own chips for the first time, with Meta Platforms Inc. as the first major customer, and expects to generate about $15 billion annually within five years. The company's new chip, called an AGI CPU, will have as many as 136 cores and draw 300 watts of electricity, and will be produced by Taiwan Semiconductor Manufacturing Co.See omnystudio.com/listener for privacy information.

ARM Rises, Chewy Gains, Echostar Up on Report SpaceX to File for IPO Soon as This Week
On this episode of Stock Movers: - ARM (ARM) shares rise after news it will sell its own chips for the first time, with Meta Platforms Inc. as the first major customer, and expects to generate about $15 billion annually within five years. The company's new chip, called an AGI CPU, will have as many as 136 cores and draw 300 watts of electricity, and will be produced by Taiwan Semiconductor Manufacturing Co. - Chewy (CHWY) shares gain after the online retailer of pet products gave a net sales forecast for the fiscal year 2027 that beat the average analyst estimate. This suggests the online pet retailer expects strong demand to more than make up for headwinds including inflation and tariff uncertainty. - Echostar (SATS) shares are up. EchoStar, Rocket Lab and AST SpaceMobile rally on Wednesday as the Information reports that SpaceX aims to file a prospectus for an initial public offering as soon as this week.See omnystudio.com/listener for privacy information.

Merck to Buy Terns; Pentagon Inks Deals to Boost Production; Chewy Shares Gain
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Merck (MRK) agreed to buy Terns Pharmaceuticals Inc. for $6.7 billion, giving the multinational company access to a promising new leukemia treatment as it faces the patent expiration of its bestselling cancer drug. - The Pentagon has agreed with major defense contractors on a series of framework agreements meant to accelerate production of key missile systems that have seen heavy use during the initial phases of the US and Israeli war against Iran. Lockheed Martin and BAE Systems agreed with the Defense Department on plans to “quadruple the production of seekers for the Terminal High Altitude Area Defense (THAAD) interceptor,” according to a Pentagon announcement. - Chewy (CHWY) shares rise after the online retailer of pet products gave a net sales forecast for the fiscal year 2027 that beat the average analyst estimate.See omnystudio.com/listener for privacy information.

Merck to Buy Terns Pharmaceuticals; Arm to Sell Its Own Chips; Braze Shares Climb
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Merck & Co (MRK) to buy Terns Pharmaceuticals (TERN) for $53/share in cash for an approximate equity value of $6.7 billion.- Shares of Arm Holdings (ARM), which made its name licensing technology to semiconductor makers, rose in premarket trading after it said it will sell its own chips for the first time, in a move forecast to generate about $15 billion annually within five years. - Braze shares rise after the software company forecast revenue for the first quarter that was higher than the average analyst estimate.See omnystudio.com/listener for privacy information.

KB Homes Down, Arm to Sell Its Own Chips, ImmunityBio Plunges
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- KB Home (KBH) shares are down 5% in postmarket trading Tuesday after the single-family home builder reported forecast deliveries for the second quarter that missed the average analyst estimate.- Arm Holdings (ARM) which made its name licensing technology to semiconductor makers, will begin selling its own chips for the first time, adding a business that it expects to generate about $15 billion annually within five years. Shares closed down 1.41%. - ImmunityBio (IBRX)shares plunged after the biotechnology company and its billionaire executive chairman, Patrick Soon-Shiong, were hit with a Food and Drug Administration warning letter for false and misleading promotion of its bladder cancer drug Anktiva.See omnystudio.com/listener for privacy information.

Closing Bell: Coal Stocks Rise, Circle Internet Falls, Uber Slides
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- US coal stocks climb on Tuesday as the Iran war continues and the tightened supply of liquefied natural gas is expected to increase demand for coal. Among gainers: Peabody Energy +9.3%, Core Natural Resources +7.0%, Hallador Energy +5.0%, Alliance Resource Partners +2.9%, Alpha Metallurgical Resources +8.7%, Warrior Met Coal +9.4%-Circle Internet Group (CRCL) the issuer of the USDC stablecoin, fell the most on record on Tuesday, with investors reacting to potential changes to stablecoin regulation that could make the firm’s cryptocurrency less attractive to large holders. Concerns that a competitor is readying a move into the US market also hurt Circle’s share price. The stock declined as much as 22%, its steepest intraday drop ever, and leading losses across crypto-linked equities.- Uber (UBER) shares slide 2.1% on Tuesday as the rideshare giant is in talks to acquire German premium chauffeur services provider Blacklane, Manager Magazin reports citing unidentified people familiar.See omnystudio.com/listener for privacy information.

Concentrix Falls, Jefferies Mixed, ImmunityBio Down as FDA Issues Warning Letter on Cancer Claims
On this episode of Stock Movers: - Concentrix (CNXC) shares fall as the software company’s second-quarter forecast was weaker than expected. Vital Knowledge also notes “a modest shortfall on FQ1 EPS,” given margin compression. - Jefferies (JEF) shares are mixed. Hedge fund founder George Weiss has lost his defamation suit accusing Jefferies Financial Group of running a “smear campaign” to pressure him to pay a $100 million debt owed by his firm, Weiss Multi-Strategy Advisers. - ImmunityBio (IBRX) shares fell as much as 25%, the most intraday since 2024, after the FDA warned Anktiva ads are false and misleading, citing unapproved claims and regulatory violations. See omnystudio.com/listener for privacy information.

Concentrix Falls, Netgear Rises, Estee Lauder Drops on News of Talks to Buy Puig
On this episode of Stock Movers: - Concentrix (CNXC) shares fall as the software company’s second-quarter forecast was weaker than expected. Vital Knowledge also notes “a modest shortfall on FQ1 EPS,” given margin compression. - Netgear (NTGR) shares rise after the US Federal Communications Commission ordered a ban on the import of new models of foreign-produced consumer wireless routers. The ban comes after an inter-agency panel determined that the imports threaten national security. - Estee Lauder (EL) shares drop on news that the company is in talks to buy Puig Brands SA, which would create a cosmetics giant with about $20 billion in annual sales.See omnystudio.com/listener for privacy information.

Puig Gains Most Ever; Jefferies' Takeover Talk; Netgear Shares Rise
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Puig (PUIG SM) shares rise after Estée Lauder said the companies were discussing a deal that would create a cosmetics giant with about $20 billion in annual sales. Analysts say Estée Lauder would have to pay a hefty premium to buy the Spanish firm. - Sumitomo Mitsui Financial Group Inc. has no immediate plan to take over Jefferies Financial Group (JEF), according to people with direct knowledge of the matter, after a media report of a potential deal. - Netgear (NTGR) shares rise after the US Federal Communications Commission ordered a ban on the import of new models of foreign-produced consumer wireless routers.See omnystudio.com/listener for privacy information.

Netgear Shares Rise; Smithfield Foods 4Q Revenue Beats Estimates; AOI Up
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Netgear (NTGR) shares rise after the US Federal Communications Commission ordered a ban on the import of new models of foreign-produced consumer wireless routers.- Smithfield Foods (SFD) reported revenue for the fourth quarter that beat the average analyst estimate.- Applied Optoelectronics (AAOI) shares rise after the electronics component manufacturer said it has received a new volume order from one of its major hyperscale customers for 800G single-mode data center transceivers to help expand its network capacity for AI-driven workloads.See omnystudio.com/listener for privacy information.

Anglo American Down, Exor Slides, Puig Soars
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Anglo American shares drop as much as 2% amidst a continued correction for precious metals tied to the conflict in Iran. - Exor shares fall as much as 7.7%, hitting the lowest level since September 2022, after the Agnellis’ investment company reported net assets for the full year that missed the average analyst estimate.- Estée Lauder said it’s in talks to buy Puig Brands in a deal that would create a cosmetics giant with about $20 billion in annual sales.See omnystudio.com/listener for privacy information.

Estee Lauder Sinks, Norwegian Gains, Flutter Jumps
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Estee Lauder (EL) stocks sank after a report that the company is nearing a deal to acquire Puig Brands, a Spanish beauty firm. The companies both confirmed that they are in talks about a combination, while not offering more details. A transaction could be announced as soon as Monday, the Financial Times said citing people familiar with the matter. The exact terms of the potential deal weren’t known, according to the people. - Norwegian Cruise Line (NCLH) gained 8% to $20.46 as shares of cruise companies traded higher in response to a decline in the cost of oil.- Flutter Entertainment (FLUT) shares jumped 7.6% in premarket trading. To fully re-hedge all open option positions coming into the day, 208,477 shares, or 7.4% of the daily average, will need to trade.See omnystudio.com/listener for privacy information.

Closing Bell: Draft Kings, Flutter, Cruise Lines All Jump; Micron Continues to Sink
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.- Draft Kings (DKNG) and Flutter (FLUT) stocks rose as the Wall Street Journal reported US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets like Kalshi and Polymarket.- Cruise lines such as Norwegian (NCLH), Carnival (CCL), and Royal Carribean (RCL) shares all rose after President Donald Trump said he told US forces to postpone all strikes against Iranian power plants and energy infrastructure for a five-day period.- Micron (MU) shares continued to fall after last week the company warned that it will need to spend heavily on production to meet burgeoning demand, overshadowing a generally upbeat forecast from the largest US maker of computer memory chips.See omnystudio.com/listener for privacy information.

Synopsys, Draft Kings Spike; Mastercard Fluctuates
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Synopsys (SNPS) shares jumped after activist investor Elliott Investment Management made a multibillion-dollar investment in Synopsys Inc. and plans to push for changes at the chip-design software maker, according to people familiar with the matter who asked not to be identified because the discussions are private.- Draft Kings (DKNG) and Flutter (FLUT) stocks rose as the Wall Street Journal reported US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.- Mastercard (MA) shares fluctuated after the company was saddled with a multimillion-dollar bill after the failure of Brazil’s Banco Master SA left it on the hook to pay out retailers that processed cardholder payments from the lender’s fintech.See omnystudio.com/listener for privacy information.

Apogee Therapeutics Soars, Synopsys Gains, Norwegian Cruise Rises on Decline in Cost of Oil
On this episode of Stock Movers: - Apogee Therapeutics (APGE) soars after the drug developer provided maintenance data from a mid-stage trial that showed its experimental therapy deepened responses in patients with moderate-to-severe atopic dermatitis. - Synopsys (SNPS) shares gain following reports that activist investor Elliott Investment Management has made a multibillion-dollar investment in the chip-design software company. - Norwegian Cruise (NCLH) shares rose. Cruise companies traded higher in response to a decline in the cost of oil.See omnystudio.com/listener for privacy information.

Exxon Mobil Drops, MongoDB Rises, DraftKings Gains as Sports Predictions Face Ban
On this episode of Stock Movers: - Exxon Mobil (XOM) shares are down. Energy stocks are falling and airline stocks are rising after President Donald Trump said he told US forces to postpone all strikes against Iranian power plants and energy infrastructure for a five-day period. - MongoDB (MDB) shares are up after Mizuho Securities upgraded the software company to outperform from neutral. - DraftKings (DKNG) shares gain after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.See omnystudio.com/listener for privacy information.

Fannie, Freddie Place Large Bids for Mortgage-Backed Securities; Pfizer Says Lyme Vaccine Was Effective; DraftKings Rises
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Fannie Mae and Freddie Mac have begun placing sizable orders to purchase mortgage-backed securities, stepping into a market roiled by widening bond spreads and a surge in volatility, according to a person with direct knowledge of the matter. - Pfizer (PFE) said its experimental Lyme disease vaccine was 73% effective against the tick-borne illness, though fewer-than-expected cases in a study made it hard to determine how well it works on a large scale. - Shares in DraftKings (DKNG) and Flutter erase earlier losses to gain after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.See omnystudio.com/listener for privacy information.

Instant Reaction: Stocks Surge After Trump Statement
Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East. President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war. For details on this development, Tom Keene and Paul Sweeney speak with Bloomberg Middle East Reporter Joumanna Bercetche, Silvercrest Asset Management Head of Investment Policy & Strategy Robert Teeter, and Veda Partners Co-Founder Henrietta Treyz.See omnystudio.com/listener for privacy information.

Elliott Said to Take Stake in Synopsys; Flutter Rises; Senate Democrats Seek Probe Into Warner Bros. Deal
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Activist investor Elliott Investment Management has made a multibillion-dollar investment in Synopsys (SNPS) and plans to push for changes at the chip-design software maker, according to people familiar with the matter who asked not to be identified because it was private. - Shares in DraftKings and Flutter (FLUT) erase earlier losses to gain after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets. - A group of Senate Democrats asked FCC Chairman Brendan Carr to investigate the foreign money funding Paramount’s bid takeover bid for Warner Bros. Discovery (WBD), Semafor reports, citing the lawmakers’ letter to Carr.See omnystudio.com/listener for privacy information.

Pan African Resources Falls, Telecom Italia Gains, Spire Plunges
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Pan African Resources shares fall as much as 9% as the price of Gold continues to decline amidst inflation fears tied to the ongoing conflict in the Middle East. - Telecom Italia shares rise as much as 8.1% and briefly trade above the implied value of a cash-and-stock offer from Poste Italiane following a 7.0% decline in the suitor’s stock. - Spire Healthcare shares sink as much as 21% to the lowest since March 2021 after the UK operator of private hospitals confirmed talks with private equity firms Bridgepoint and Triton in relation to a potential takeover offer have ended.See omnystudio.com/listener for privacy information.

Week Ahead: Chewy, Beyond, Carnival
Earnings are still in focus with Chewy, Beyond and Carnival all reporting in the coming days.Bloomberg's Alexis Christoforous previews the numbers with Tatiana Darie, Bloomberg Strategist for Markets LiveSee omnystudio.com/listener for privacy information.

Weekly Roundup: Super Micro Plunges, Newmont Falls, Delta Airlines Jumped
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: -Super Micro Computer (SMCI) shares shares plunged after the U.S. government charged a co-founder of the company and two other individuals with involvement in a plan to divert U.S.-assembled servers to China in a violation of export-control laws. -Newmont (NEM) shares are trading significantly lower on Thursday morning due to a decline in gold prices. The decline in gold prices is attributed to a combination of central bank policy and shifting geopolitical dynamics, including Iranian missile strikes and an Israeli attack. - Delta Airlines (DAL) stock jumped ahead of the open Tuesday as the carrier stuck to its earnings guidance and hiked its revenue outlook despite surging fuel prices. The company expects its first-quarter guidance to be within its initial range and now sees revenue climbing by a high-single-digit percentage, citing "demand momentum".See omnystudio.com/listener for privacy information.

Closing Bell: Super Micro Plunges, Dell Rises, Arm Gains
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: -Super Micro Computer (SMCI) shares shares plunged after the U.S. government charged a co-founder of the company and two other individuals with involvement in a plan to divert U.S.-assembled servers to China in a violation of export-control laws. -Dell (DELL) stocks rose after the Justice Department charged three individuals associated with Super Micro Computer, Dell's arch-rival, for allegedly skirting export-control laws by diverting $2.5 billion worth of U.S.-assembled servers to China. - ARM Holdings ADRs are up 2% in premarket trading, after HSBC upgraded the chip-design company to buy from reduce.See omnystudio.com/listener for privacy information.

Super Micro Computer, Micron Sink; Dell Rises
Today's biggest winners and losers in the stock market. On this episode of Stock Movers:- Super Micro Computer (SMCI) shares shares plunged after the U.S. government charged a co-founder of the company and two other individuals with involvement in a plan to divert U.S.-assembled servers to China in a violation of export-control laws.-Dell (DELL) stocks rose after the Justice Department charged three individuals associated with Super Micro Computer, Dell's arch-rival, for allegedly skirting export-control laws by diverting $2.5 billion worth of U.S.-assembled servers to China.- Micron (MU) shares fell after the chipmaker gave a forecast for capital spending that was higher than expected, the latest example of investors being wary of elevated spending.See omnystudio.com/listener for privacy information.

Occidental Rises, Mosaic Falls, Super Micro Plunges as Indictments Add Risk
On this episode of Stock Movers: - Occidental (OXY) shares higher after J.P. Morgan raised the recommendation on Occidental Petroleum Corp. to neutral from underweight. - Mosaic (MOS) shares fall to the lowest since January after BofA Global Research cut its recommendation on the fertilizer company to neutral from buy on higher raw materials prices due to the US-Iran conflict. - Super Micro Computer (SMCI) shares plummeted, after three individuals associated with the server maker were indicted by the US Attorney’s Office for allegedly conspiring to commit export-control violations.See omnystudio.com/listener for privacy information.

FedEx Gains, Super Micro Plunges, Swarmer Surges After IPO
On this episode of Stock Movers: - FedEx (FDX) shares rose after it raised its full-year profit forecast, sending the courier’s shares up the most in almost a year and signaling the plan to restructure its delivery network is gaining traction despite economic volatility. - Super Micro Computer (SMCI) shares plummeted, after three individuals associated with the server maker were indicted by the US Attorney’s Office for allegedly conspiring to commit export-control violations. - Swarmer (SWMR) shares soared nearly 1,000% in the first three trading sessions after its initial public offering, reflecting how the war in Iran has reshaped the outlook for the defense industry. The rally is attributed to the growing importance of drones in warfare, with military experts concluding that small drones are likely the best defense against drone attacks, and investors reassessing how they value defense companies.See omnystudio.com/listener for privacy information.

FedEx Soars After Boosting Profit Outlook; Unilever Looks to Offload Food Arm; Planet Labs Rises on Earnings
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - FedEx (FDX) raised its full-year profit forecast, sending the courier’s shares up the most in almost a year and signaling the plan to restructure its delivery network is gaining traction despite economic volatility. - Unilever (ULVR) is in talks to sell its food business to McCormick & Co., in what would be the biggest overhaul of the owner of Hellmann’s mayonnaise since it was founded almost a century ago. - Planet Labs (PL) shares gain after the satellite imaging firm reported revenue for the fourth quarter that beat the average analyst estimate. The revenue forecast for 2027 was also a beat. See omnystudio.com/listener for privacy information.

FedEx Raises Outlook; Super Micro Co-Founder Charged; Unilever Looks to Offload Food Business
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- FedEx (FDX) raised its full-year profit forecast, signaling that the courier’s plan to restructure its delivery network is gaining traction despite geopolitical conflict and economic volatility.- The US charged a Super Micro Computer (SMCI) co-founder with illegally diverting billions of dollars in Nvidia Corp.-powered servers to China, initiating its highest-profile case against alleged smuggling of restricted AI technology to the Asian country. Super Micro’s shares plummeted more than 20% in pre-market trading. US prosecutors charged Yih-Shyan “Wally” Liaw in a scheme to send US-assembled servers containing Nvidia’s cutting-edge chips to China in violation of US export controls. Liaw and two others associated with the company allegedly sold the AI tech through a Southeast Asia company knowing it would be sent on to China.- Unilever (ULVR LN) is in talks to sell its food business to McCormick & Co., in what would be the biggest overhaul of the owner of Hellmann’s mayonnaise since it was founded almost a century ago.The Anglo-Dutch consumer goods company said Friday it had received an offer from the Maryland-based spices and seasonings maker, but that there was no certainty a deal would be achieved.See omnystudio.com/listener for privacy information.

EasyJet Gains, BP Falls, Spire Jumps
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- EasyJet rises as much a 3.3% despite jet fuel price rises. Kasparas Subacius, head of fixed income at Artea Asset Management, airlines including Ryanair EasyJet Plc and Wizz Air and Easyjet have hedged 60% to 80% of fuel costs.- BP shares dip the most since March 10th as the price of oil drops from its highest closing position in more than three and a half years. - Spire Healthcare jumps as much as 11% after Sky News reported buyout firm Bridgepoint is drawing up proposals for a formal offer worth £1b for the UK operator of private hospitals, without specifying where it learned the information.Tiwa AdebayoSee omnystudio.com/listener for privacy information.

Fedex and Five Below Gains; Newmont Falls
Today's biggest winners and losers in the stock market. On this episode of Stock Movers:- FedEx (FDX) boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate.-Five Below (FIVE) shares gain 8.4% in premarket trading after the retailer forecast net sales for the first quarter that beat the average analyst estimate. Analysts are positive about the company’s execution and note strong sales momentum.-Gold miner Newmont (NEM) was the S&P 500's worst performer ahead of the opening bell, tumbling 5.4%. It came as bullion extended a dismal recent run, tumbling after Federal Reserve Chairman Jerome Powell signaled that the central bank wasn't prepared to look past the risk of the war in Iran triggering a flare-up in inflation.See omnystudio.com/listener for privacy information.

Fannie-Freddie, Micron Sink; Darden Restaurants Fluctuates
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Fannie Mae (FNMA) and Freddie Mac (FMCC) shares are down about 70% in the last six months and have plunged to their lowest level in more than a year as investors cast doubt on the Trump administration’s efforts to sell more stock in the mortgage-finance giants to the public.- Micron (MU) stocks fell after the chipmaker gave a forecast for capital spending that was higher than expected, the latest example of investors being wary of elevated spending. Analysts note that there might be increased concern among investors about the ability of memory chipmakers to maintain their outsized margins.- Darden (DRI) shares have fluctuated as investors grapple with the restaurant chain operator’s mixed third-quarter earnings report. Total company same-store sales beat expectations, but Olive Garden, Darden’s biggest revenue contributor, fell short. Darden operating income also missed due to restaurant margin pressures.See omnystudio.com/listener for privacy information.

Micron’s Capital Spending Growth; Uber to Invest in Rivian; FedEx Preview
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Micron Technology (MU) warned that it will need to spend heavily on production to meet burgeoning demand, overshadowing a generally upbeat forecast from the largest US maker of computer memory chips. - Uber Technologies (UBER) plans to invest as much as $1.25 billion in carmaker Rivian Automotive (RIVN) to help launch a robotaxi fleet that will be available in the US, Canada and Europe over the next five years. - FedEx (FDX) is expected to report profits that beat expectations as the company restructures its delivery network, cuts costs and pursues higher-value business. The optimistic outlook comes after the company hosted an Investor Day last month, where it said it expected third-quarter earnings would be above consensus. See omnystudio.com/listener for privacy information.

Micron Falls; Five Below Rallies; Newmont Drops
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Micron Technology (MU) shares fall aafter the chipmaker gave a forecast for capital spending that was higher than expected, the latest example of investors being wary of elevated spending. Analysts note that there might be increased concern among investors about the ability of memory chipmakers to maintain their outsized margins. - Five Below (FIVE) shares gain after the retailer forecast net sales for the first quarter that beat the average analyst estimate. Analysts are positive about the company’s execution and note strong sales momentum. - Mining stocks fell, while energy and chemicals stocks rose in US premarket trading as oil prices gained as much as 11% on Thursday as attacks on energy facilities escalated in the Middle East war.See omnystudio.com/listener for privacy information.

Miners Stocks Fall; Five Below Rallies; Micron Falls
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Mining stocks fell, while energy and chemicals stocks rose in US premarket trading as oil prices gained as much as 11% on Thursday as attacks on energy facilities escalated in the Middle East war. - Five Below (FIVE) shares gain after the retailer forecast net sales for the first quarter that beat the average analyst estimate. Analysts are positive about the company’s execution and note strong sales momentum. - Micron Technology (MU) shares fall aafter the chipmaker gave a forecast for capital spending that was higher than expected, the latest example of investors being wary of elevated spending. Analysts note that there might be increased concern among investors about the ability of memory chipmakers to maintain their outsized margins. See omnystudio.com/listener for privacy information.

Samsung to Invest in AI; Elliott Said to Build Stake in Invisalign-Maker Align; Rocket Lab Jumps
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Samsung Electronics Co. plans to spend more than 110 trillion won ($73.3 billion) on chip capacity expansion and research this year, devoting a record amount of capital toward an effort to seize the lead in AI semiconductors.- Elliott Investment Management has built a significant stake in Align Technology Inc., the maker of Invisalign teeth-straightening products, according to people familiar with the matter.- Rocket Lab jumped after the space company announced a $190 million contract to perform 20 hypersonic test flights with its HASTE launch vehicle over a four-year period for the US Department of War’s MACH-TB 2.0 program.See omnystudio.com/listener for privacy information.

Equinor Split, Fresnillo Shaken, Lanxess Cuts
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Equinor says the two new business areas, which will replace the existing Marketing, Midstream and Processing unit, aim to “better capture market opportunities and increase long-term value creation as a reliable provider of energy.”- European stocks are falling in early trading, led by more cyclical sectors as the latest spike in oil and gas prices weighs on risk sentiment. All sectors are in the red, even energy, with silver and gold miner Fresnillo down over 5%- Lanxess unveiled a new cost-cutting program, including staff reductions, targeting about €100 million in annual savings by the end of 2028, after reporting adjusted Ebitda that fell 36% from a year earlier.See omnystudio.com/listener for privacy information.

Micron Jumps, Constellation Brands Rises; CF Industries Falls
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: -Micron Technology (MU) shares are higher in extended trading, after the chipmaker reported second-quarter results that were much stronger than expected. It also gave a third-quarter forecast that was well above the analyst consensus. -Constellation Brands (STZ) shares advance 1.8% in premarket trading on Wednesday after Citi raised the recommendation on the beverage company to buy from neutral, citing a beer topline acceleration and a valuation that’s below historical levels. -CF Industries Holdings (CF) shares fall as much as 2.6% after their rating was cut at Mizuho Securities to underperform from neutral. The stock had rallied on expected growth in demand and prices as the Iran war and disruption to the Strait of Hormuz tightened fertilizer supply.See omnystudio.com/listener for privacy information.

Lululemon Gains, LyondellBasell Rises, Gemini Drops After Citi Cuts Price Target
On this episode of Stock Movers: - Lululemon (LULU) shares fell after the retailer forecast net revenue for the full year that was largely below the average analyst estimate. Analysts highlight the company’s need to find a new CEO to support the struggling retailer’s turnaround efforts. - LyondellBasell (LYB) shares rise after UBS upgraded the chemical company to neutral from sell. “We still see over-supply in PE/PP markets if we get a faster return to normal, but we think constrained Middle East chemicals production and less feedstock exports will tighten the market for much of 2026,” writes analyst Josh Spector - Gemini (GEMI) shares drop the most on record, after Citi analyst Peter Christiansen cut its recommendation on the crypto exchange to sell from neutral. Citi also cut its price targets on other crypto-linked stocks after lowering its 12-month Bitcoin price forecast to $112,000 from $143,000 on slow legislative progress on the US crypto market structure bill.See omnystudio.com/listener for privacy information.

CF Industries Falls, Constellation Brands Rises, Duolingo Drops After Ratings Downgrade
On this episode of Stock Movers: - CF Industries (CF) falls after Mizuho Securities cut its recommendation on the fertilizer company to underperform from neutral after the stock price rallied on expected growth in demand and prices after the Iran war and disruption to the Strait of Hormuz tightened fertilizer supply. - Constellation Brands (STZ) is up after Citi raised the recommendation on the beverage company to buy from neutral, citing a beer topline acceleration and a valuation that’s below historical levels. - Duolingo (DUOL) falls after Argus Research downgraded the language learning software company to hold from buy.See omnystudio.com/listener for privacy information.

Macy’s Rises on Sales Outlook; General Mills Misses Expectations; Lululemon Falls on Sales Outlook
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Macy’s (M) shares rose after the company forecast stronger-than-expected sales in the current quarter, a sign that its fiscal year is off to a solid start as middle- and higher-income households continue to spend. - General Mills (GIS) reported results for last quarter that missed Wall Street expectations, weighed down by lower prices and weaker demand from consumers facing more economic stress. - Lululemon (LULU) shares fall after the retailer forecast net revenue for the full year that was largely below the average analyst estimate. Analysts highlight the company’s need to find a new CEO to support the struggling retailer’s turnaround efforts.See omnystudio.com/listener for privacy information.

Macy's Issues 'Prudent' 2026 Guidance; Nvidia Firing Up Production for China; Alibaba Shares Rise
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Macy’s (M) forecast full-year comparable sales and profit below analysts’ expectations, a sign that the company is taking a cautious approach to gauging how US consumers will respond to the Iran war and tariffs. - Nvidia (NVDA) Chief Executive Officer Jensen Huang said the company is firing up manufacturing of H200 AI accelerators for customers in China, a sign of progress in the chipmaker’s effort to reenter the vital market.- Alibaba (BABA) shares rise as its plan to set up a business unit to bring its AI services and development endeavors under a single umbrella is seen as positive, driving near-term profits and easing margin concerns.See omnystudio.com/listener for privacy information.

Unilever's Diet, HelloFresh's Low, Diploma Up
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Unilever, the maker of Hellmann’s mayonnaise, is in the early stages of considering a separation of its food assets as it seeks growth from beauty, personal care and wellbeing brands, people with knowledge of the matter said.- HelloFresh shares plunged to a record low after the meal-kit delivery company said sales are set to shrink for a second straight year.- Diploma boosted its organic revenue forecast for the full year, as the building component maker continues to be the best performer in the FTSE 100 this centurySee omnystudio.com/listener for privacy information.

Lululemon Lower, Trade Desk Inches Higher, Eli Lilly Tumbles
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Lululemon Athletica (LULU) projected sales to be in a range of $11.35 billion to $11.5 billion in the current fiscal year, with earnings per share projection below expectations. The company's outlook suggests ongoing difficulties, including poor-quality clothing and increasing competition from newer brands, with net revenue in the Americas falling 4% in the fourth quarter.- The Trade Desk (TTD) shares are up 0.2% in postmarket trading after Adweek said Publicis was telling clients to avoid working with the advertising technology firm. The stock fell 7.4% in Tuesday trading.- Eli Lilly (LLY) shares tumbled after HSBC turned bearish on the stock, saying investor expectations for weight-loss drugs are overinflated. HSBC analysts cut the drugmaker to reduce and slashed their price target on the stock to $850, citing that Wall Street is too optimistic on Lilly as obesity drugmakers compete by lowering drug prices.See omnystudio.com/listener for privacy information.

Closing Bell: Airlines Jump, Ride Shares Rise, Eli Lilly Tumbles
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- The airline industry (S15AIRL) stocks are climbing after relatively bullish forecast updates from airline operators ahead of their presentations at the JPMorgan Industrials Conference.- Uber (UBER) shares gain 4.9% on Tuesday, while Lyft (LYFT) adds 3.1% as the rideshare firms and Nvidia announced separate autonomous vehicle partnerships.- Eli Lilly (LLY) shares tumbled after HSBC turned bearish on the stock, saying investor expectations for weight-loss drugs are overinflated. HSBC analysts cut the drugmaker to reduce and slashed their price target on the stock to $850, citing that Wall Street is too optimistic on Lilly as obesity drugmakers compete by lowering drug prices.See omnystudio.com/listener for privacy information.