Stock Movers

Today's biggest winners and losers in the stock market. On this episode of of Stock Movers: -Apple (AAPL) shares fall slightly after upbeat earnings. The tech giant delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins. Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street — showing that Apple can maintain momentum after an iPhone-fueled sales surge in the December quarter. -Decker (DECK) shares after the owner of the Ugg and Hoka footwear brands raised its annual earnings and sales forecast, beating the average analyst estimate. Analysts note strength in the retailer’s direct-to-consumer (DTC) channels in the United States.  -American Express (AXP) shares drop after the company’s Platinum card refresh boosted expenses more than expected and profit fell short of analysts’ estimates.Fourth-quarter expenses of $14.5 billion were 10% higher than a year earlier and missed the $14.2 billion estimate. Amex last year announced a refresh of its popular Platinum card that included a raft of new perks, including $400 a year of dining credits at Resy restaurants.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Asta Energy shares open at €43 in Frankfurt on their first day of trading after the electrical power equipment firm’s €165 million initial public offering. The shares surged 46%.- Swatch forecast strong growth for this year after the maker of Tissot and Omega watches saw a rebound in demand over the second half of 2025.The shares rose as much as 7.5% in early Swiss trading, the biggest intraday gain since October. - Experian shares rise as much as 3.9%, the most since July, after the UK credit and marketing services firm announced a $1 billion share repurchase program.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Adidas gains as much as 5.1%, the most since April, after the sportswear company reported preliminary fourth-quarter operating profit that beat consensus estimates and announced a share buyback program of as much as €1 billion. Morgan Stanley described the results as “encouraging.”- Swatch forecast strong growth for this year after the maker of Tissot and Omega watches saw a rebound in demand over the second half of 2025.The shares rose as much as 7.5% in early Swiss trading, the biggest intraday gain since October. - Signify slumps as much as 13%, the most since July, after the lighting specialist issued a profit warning for 2026, with adjusted Ebita margin now seen significantly below analyst expectations.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Apple (AAPL)'s revenue in the holiday quarter trounced Wall Street estimates, driven by strong demand for the new iPhone 17, growth in services and a rebound in China. jumped 16% to $143.8 billion in the period that ended Dec. 27, driven by strong demand for the new iPhone 17, growth in services and a rebound in China. The company's revenue from the iPhone totaled $85.3 billion during the period, with higher-end versions of the device being especially popular, and services generated $30 billion in the quarter.- Microsoft (MSFT) shares got caught up in a selloff Thursday that wiped out $357 billion in value, second-largest for a single session in stock market history. The software giant’s stock closed down 10%, its biggest plunge since March 2020, following Microsoft’s earnings after the bell Wednesday, which showed record spending on artificial intelligence as growth at its key cloud unit slowed.- Meta Platforms (META) shares climbed as much as 11% on Thursday, their biggest intraday jump since July 31, after the Facebook parent gave a revenue outlook that was much stronger than expected, which helped offset the impact of higher AI-related spending.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. - Meta (META) shares closed 10% higher the day after it announced results, their biggest intraday jump since July 31, after the Facebook parent gave a revenue outlook that was much stronger than expected, which helped offset the impact of higher AI-related spending. The social networking giant topped projections for holiday quarter revenue and gave a strong forecast for the current period during its earnings report Wednesday. Improvements in its online advertising business are making it possible for Meta to spend hundreds of billions of dollars over the next few years on AI infrastructure. Meta’s shares jumped more than 11% in extended trading.  - Royal Caribbean Group (RCL) soared 17%. While adjusted earnings and revenue for the fourth quarter were in line with expectations, the cruise operator's 2026 earnings guidance blew past forecasts.- Microsoft (MSFT) plunged the most in almost six years after reporting record spending and slowing cloud sales growth, fueling investor concerns that it could take longer than expected for the company’s AI investments to pay off. The shares sank by as much as 11% to $429.24, for the biggest intraday slide since March 2020.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Microsoft (MSFT) shares drop after the software giant’s report featured an underwhelming read on growth in its Azure cloud-computing business. Analysts also noted higher-than-expected expenses.- Meta Platforms (META) shares rise after the company reported a better-than-expected sales outlook that helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year. - Lockheed Martin (LMT) shares soared after the maker of missiles and F-35 fighter jets forecasted 2026 earnings above analyst expectations. The company also announced a framework agreement with the Defense Department to quadruple its output of THAAD missile interceptors.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Southwest Airlines (LUV) shares rise after the airline reported adjusted earnings per share of 58 cents for the fourth quarter, compared with the 57 cents analysts expected on average. The company is working to add premium options and has launched assigned seats as part of its strategy to boost profit.- Las Vegas Sands (LVS) shares fall after after the casino operator reported fourth-quarter results. The print showed that adjusted property Ebitda at a number of the company’s Macao properties — including The Venetian and Londoner — fell short of Wall Street’s expectations. - Microsoft (MSFT) shares drop after the software giant’s report featured an underwhelming read on growth in its Azure cloud-computing business. Analysts also noted higher-than-expected expenses.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Meta Platforms (META) shares rise after the Facebook parent gave a revenue outlook that was much stronger than expected, which helped offset the impact of higher AI-related spending.-Microsoft (MSFT) shares fall after the software giant’s report featured an underwhelming read on growth in its Azure cloud-computing business. Analysts also noted higher-than-expected expenses.- Tesla (TSLA) will spend over $20 billion on a dramatic reshuffling of factory lines reflecting Elon Musk’s repositioning of the carmaker coming off a multiyear sales slump. The capital expenditures planned for 2026 — more than double last year’s outlay and almost twice as much as Wall Street was expecting — will go to ramping up production of cars, batteries and robots across half a dozen plants. To make room for new Optimus humanoids, Tesla will discontinue its two oldest vehicles, the Model S sedan and Model X SUV.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- SAP shares drop as much as 11%, the biggest intraday decline in more than five years, after the software firm reported 25% growth in current cloud backlog on constant-currency basis.- European mining shares are the best-performers on the Stoxx 600 benchmark on Thursday after copper posted its biggest one-day gain in years to hit a record above $14,000 a ton. Rio Tinto +2.5%, is the biggest contributor to the gains by index points.- Ocado shares drop as much as 8.9% to the lowest in over a month, after the online grocer’s Canadian partner decided to close its automated warehouse in Calgary due to slower-than-expected growth in the Alberta area.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- SAP shares drop as much as 11%, the biggest intraday decline in more than five years, after the software firm reported 25% growth in current cloud backlog on constant-currency basis.- STMicroelectronics NV, a chip supplier for Tesla Inc. and Apple Inc., forecast first-quarter revenue that beat analysts’ estimates after demand from consumer electronics customers showed signs of recovery at the end of last year. STMicro shares rose 3.4% to €25.81 in Paris trading at 9:12 a.m - Deutsche Bank announced a €1 billion buyback along with €1.9 billion in dividends and flagged more payouts in the second half. The stock fell as much as 3% in early Frankfurt trading.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers, we focus on earnings from three major tech companies:- Tesla (TSLA) plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. The automaker entered into an agreement this month to acquire preferred shares as part of xAI’s latest funding round, Tesla said Wednesday in a statement with fourth-quarter results. The companies also entered into a “framework agreement” to strengthen their relationship and “enhance Tesla’s ability to develop and deploy AI products and services into the physical world.” The shares rose in extended trading in New York. The stock rose 11% in 2025, underperforming the S&P 500 Index.- Meta (META) topped projections for quarterly revenue and gave a strong forecast for the current period, boosted by a robust online advertising business that is making it possible for the company to invest in artificial intelligence at record levels this year. The social-media company’s shares jumped more than 11% in extended trading. Meta on Wednesday said first-quarter sales will be $53.5 billion to $56.5 billion, beating the $51.3 billion average analyst estimate. Meta shares gained as much as 11% in after-market trading after closing at $668.73.- Microsoft (MSFT)’s spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Capital expenditures for the fiscal second quarter hit $37.5 billion, up 66% from a year earlier and exceeding analyst estimates for $36.2 billion. The Azure cloud-computing unit posted a 38% revenue gain during the quarter when adjusting for currency fluctuations, just meeting analysts’ projections. Microsoft shares fell about 5% in extended trading after closing at $481.63 in New York.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.- Microsoft (MSFT)’s spending surged to a record high in the last three months of 2025, sending the shares down amid investor concerns that it will take longer than expected for the company’s AI investments to pay off. Capital expenditures for the period hit $37.5 billion, exceeding analyst estimates for $36.2 billion.Microsoft shares fell about 4% in extended trading after closing at $481.63 in New York.- Tesla (TSLA) reported fourth-quarter profit that surpassed expectations, showing the automaker is making progress toward overcoming rising costs and an end to US incentives for electric vehicles. Adjusted earnings per share were 50 cents in the period, the company said Wednesday in a statement, higher than the average of analyst estimates. The results snap a string of quarters in which profit was weaker than expected. Share initially rose afterhours.- Meta (META) said it will spend far more than analysts expected on data centers and more for artificial intelligence, increasing pressure on the business to show a return on that investment. Shares whipsawed in the aftermarket, initially falling as much as 4.7%. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Starbucks (SBUX) shares rise after Chief Executive Officer Brian Niccol delivered the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year. - AT&T (T) shares gain after the company reported fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by customers who subscribed to more than one connectivity service.- Textron (TXT) shares fall after the manufacturer of Cessna aircraft and Bell helicopters provided a 2026 profit forecast that disappointed, as the company expects a 70% increase in capital expenditures.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- ASML (ASML NA) shares soar after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency. - Texas Instruments (TXN) shares jump after giving a surprisingly robust forecast for the first quarter, indicating that demand for industrial equipment and vehicles is recovering from a rough patch. - AT&T (T) shares rise after reporting fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by what it described as the best broadband subscriber growth in a decade.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- ASML Holding (ASML NV) shares soared to the highest ever after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency. - Seagate Technology (STX) shares rise after the computer hardware and storage company’s second-quarter results beat expectations and it gave a positive outlook. Analysts note that results were boosted by strong gross and operating margins. - Starbucks (SBUX) Chief Executive Officer Brian Niccol delivered the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year.Global sales at established locations rose 4% in the most recent quarter, the company said in a statement. That topped even the most optimistic analyst expectations and built on positive results from the previous period after a lengthy slump.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- ASML Holding (ASML NA) shares soared to the highest ever after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency.Bookings in the fourth quarter were a record $15.8 billion, as artificial intelligence fueled demand for its most sophisticated equipment, the Veldhoven, Netherlands-based company said in a statement on Wednesday.- Amazon.com (AMZN) will terminate about 16,000 corporate employees, ratcheting up efforts to streamline bureaucracy amid rising competition over artificial intelligence. The company will offer US-based employees 90 days to search for a new role internally, as well as severance and other transition support, Beth Galetti, Amazon’s senior vice president of people experience and technology said Wednesday in a blog post.- GE Vernova’s (GEV) total backlog jumped by $31.2 billion last year amid strong orders for gas turbines and grid equipment. The backlog has now reached $150 billion, and includes an increase in gas turbine orders from 33 gigawatts to 40 gigawatts, the company said Wednesday in its earnings report.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- ASML's orders in the fourth quarter far exceeded analysts’ expectations, as the rapid development of artificial intelligence. Shares surged as much as 7.5% in early trading. - Debenhams said it is trading above expectations and full year Adjusted EBITDA for total operations is now expected to be £50m, according to a trading update.- Societe Generale shares fall as much as 2.1% after Keefe, Bruyette & Woods cut the recommendation on the stock to market perform from outperform, the third downgrade for the French lender this month. Analysts note the risk of the company “underwhelming” following recent months of sharp increases in expectations.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- ASML's orders in the fourth quarter far exceeded analysts’ expectations, as the rapid development of artificial intelligence. Shares surged as much as 7.5% in early trading. - Sales at LVMH’s key fashion unit fell over the holiday season as Louis Vuitton’s owner continued to suffer from sluggish demand, setting back hopes of a wider luxury rebound.Shares fell 7.4%, the most since April. - Volvo said truck demand is improving in some markets as customers return after months of weak freight conditions and policy uncertainty.Volvo shares rose as much as 3.2% in early Stockholm trading Wednesday.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Texas Instruments (TXN) soared in late trading after giving a surprisingly robust forecast for the first quarter, indicating that demand for industrial equipment and vehicles is recovering from a rough patch. Revenue will be $4.32 billion to $4.68 billion in the first quarter, the company said in a statement Tuesday. The midpoint of that range exceeded the average estimate of $4.42 billion. Profit in the period will be as much as $1.48 a share, compared with a projection of $1.26. The upbeat outlook signals that customers have worked through a backlog of inventory and are starting to make purchases again. Chief Executive Officer Haviv Ilan, who runs the largest maker of analog chips, said that orders improved through the fourth quarter.- GM (GM) expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks, fueled by demand for its highest-margin vehicles. Adjusted earnings before interest and taxes this year will range from $13 billion to $15 billion, which is higher than last year’s $12.7 billion, the company said Tuesday in a statement that also detailed fourth-quarter results. GM made $2.51 a share in the latest quarter, a result that easily beat Wall Street analysts’ consensus forecast of $2.28. GM shares rose 5.7% to $83.96 as of 9:39 a.m. in New York. The stock posted a more than 50% gain in 2025.- Shares of health insurers continued to fall on Tuesday following a Monday proposal from the Trump administration to limit federal payments to the plans, known as Medicare Advantage, next year. On top of that, UnitedHealth Group forecast its annual revenues will shrink this year for the first time since the 1980s — partially as a result of other federal changes over the last few years undercutting its strategy. UnitedHealth Group (UNH) was down 20% at 12:24 p.m. in New York on Tuesday, erasing more than $60 billion of market value. It’s lost nearly half its value over the last year. CVS Health (CVS) dropped about 15% on Tuesday while Humana (HUM) fell 20%.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.- Texas Instruments (TXN), the biggest maker of analog chips, gave a strong revenue forecast for the current period, indicating that demand for industrial equipment and vehicles is beginning to rebound. Revenue will be $4.32 billion to $4.68 billion in the first quarter, the company said in a statement Tuesday. The midpoint of that range edged past the $4.42 billion estimated on average by analysts. Profit in the period will be as much as $1.48 a share, compared with a projection of $1.26. Texas Instruments shares rose about 5% in extended trading after the report was released. They had gained 13% to $196.63 this year before Tuesday’s close- Shares of health insurers continued to fall on Tuesday following a Monday proposal from the Trump administration to limit federal payments to the plans, known as Medicare Advantage, next year. On top of that, UnitedHealth Group forecast its annual revenues will shrink this year for the first time since the 1980s — partially as a result of other federal changes over the last few years undercutting its strategy. UnitedHealth Group (UNH) was down 20% at 12:24 p.m. in New York on Tuesday, erasing more than $60 billion of market value. It’s lost nearly half its value over the last year. CVS Health (CVS) dropped about 15% on Tuesday while Humana (HUM) fell 20%.- JetBlue (JBLU) fell after reporting a wider loss than expected last quarter, capping a bruising 2025 as the US carrier hopes demand from higher-paying customers will fuel a return to profitability. The New York-based carrier posted an adjusted loss of 49 cents a share, three cents worse than the average of analyst estimates. Operating revenue came in slightly ahead of Wall Street projections. Shares in JetBlue fell 4.2% to $4.87 as of 11:06 a.m. New York time. The stock sank 42% last year, compared with an 11% gain for the Russell 2000 IndeSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- UnitedHealth Group (UNH) forecast a decline in 2026 revenue, the first annual contraction in more than three decades, as the insurer falters in its attempt to rebuild confidence with investors after a stunning fall last year. The news was the second blow to shareholders in as many days. Late Monday, the US proposed holding payments to private Medicare plans flat next year, a huge disappointment that caused the stock to tumble as much as 10% in after-hours trading. Shares plunged again after the company’s results, falling nearly 18% in New York on Tuesday when markets opened. The decline erased more than $55 billion in market value.- American Airlines (AAL) said it’s poised for a strong year as the carrier ramps up premium offerings, but first it’s trying to survive winter weather that’s prompting thousands of cancellations at major US hubs. The Texas-based airline already postponed almost 800 flights Tuesday, according to FlightAware — the most of any major carrier — after scrapping more than half on Monday amid snow and frigid temperatures in large parts of the eastern US. - Corning (GLW) announced a multiyear, up to $6 billion agreement with Meta Platforms Inc. to supply optical fiber, cable, and connectivity solutions for Meta’s advanced data centers supporting its AI ambitions. Shares of the company rallied in trading on Tuesday.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- UnitedHealth, (UNH) shares plunge after the company forecasted a decline in 2026 revenue, the first annual contraction in more than three decades, as the insurer falters in its attempt to rebuild confidence with investors.- Northrop Grumman (NOC) shares rise after fourth-quarter income rose 17%. The company reached a record backlog in orders as nations boost spending on weapons and space programs amid heightened global tensions.- RTX shares gain after profit topped Wall Street estimates in the final months of last year, a sign of momentum as the aerospace and defense manufacturer awaits a potentially huge jump in US military spending.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- General Motors (GM) shares rise after the company said it expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks.- JetBlue (JBLU) shares slump after the company reported a wider loss than expected last quarter, highlighting challenges in its strategy to win over higher-paying customers.- United Parcel Service (UPS) shares climb after the company forecasted full-year sales above Wall Street’s expectations as it forges ahead with plans to cut less-profitable package volume out of its network.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- UnitedHealth Group (UNH). forecast a decline in 2026 revenue, the first annual contraction in more than three decades, as the insurer falters in its attempt to rebuild confidence with investors after a stunning fall last year. The news was the second blow to shareholders in as many days. Late Monday, the US proposed holding payments to private Medicare plans flat next year, a huge disappointment that caused the stock to tumble as much as 10% in after-hours trading.- JetBlue (JBLU) shares drop as much as 9.5%, the most intraday in nearly three months, after the airline reported a loss for the fourth quarter that was wider than the average analyst estimate. - FAT Brands (FAT), the owner of restaurant chains Fatburger, Johnny Rockets and Twin Peaks, filed for bankruptcy, adding to a string of casual-dining brands that have sought court protection from creditors.The Beverly Hills-based company filed for Chapter 11 bankruptcy in Texas on Monday, court documents show. The company has around $1.45 billion of funded debt obligations outstanding, according to a court filing from FAT Brands’ chief restructuring officer dated Jan. 27.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- UnitedHealth (UNH) shares extended losses after the health insurer gave a revenue forecast for 2026 that disappointed Wall Street. Late Monday, the US proposed holding payments to private Medicare plans flat for next year, weighing on shares of health insurers.- General Motors (GM) shares rise after the automaker gave an outlook for full-year adjusted Ebit with a midpoint above what analysts expected.- United Parcel Service (UPS) forecast full-year sales above Wall Street’s expectations as it forges ahead with plans to cut less-profitable package volume out of its network. Revenue will be about $89.7 billion in 2026, UPS said Tuesday in a statement that also detailed quarterly financial results. Analysts had anticipated $87.95 billion on average in estimates compiled by Bloomberg. The company said its adjusted operating margin will be about 9.6%.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- France’s billionaire Pinault family agreed to sell its 29% stake in Puma to China’s Anta Sports Products, paring back its holdings beyond the luxury-goods industry as it focuses on a turnaround at the key Gucci brand. Puma shares jumped as much as 21% in early Frankfurt trading, roughly halving the past year’s decline.- Dr. Martens shares drop as much as 7.6%, the most since November, after the shoemaker reported a decline in revenue. RBC Capital Markets analyst Piral Dadhania attributed the stock’s negative reaction to “softer than expected revenue momentum through peak trading.”- Credit Agricole shares rise as much as 2.5%, the second-best performer on the Stoxx 600 Banks Index on Tuesday, after Oddo raises its recommendation on the French lender to outperform from neutralSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- France’s billionaire Pinault family agreed to sell its 29% stake in Puma to China’s Anta Sports Products, paring back its holdings beyond the luxury-goods industry as it focuses on a turnaround at the key Gucci brand. Puma shares jumped as much as 21% in early Frankfurt trading, roughly halving the past year’s decline. - Burberry gets upgraded to overweight from equal weight at Barclays as analysts see the UK fashion brand’s turnaround strategy paying off. - Cranswick shares rise as much as 4.7%, hitting a five-month high, after the food producer said annual adjusted pretax profit should come in toward the upper-end of market expectations following strong topline growth in the third quarter, including over the key Christmas period.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - USA Rare Earth (USAR) signed a non-binding agreement with the Commerce Department for $1.6 billion in funding, the latest White House deal to boost production of rare-earth elements on domestic soil. The pact — which comes alongside $1.5 billion in private-sector investment — will support the company’s spending on rare-earths mining, processing, metal-making and magnet manufacturing, the Oklahoma-based company said in a statement. USA Rare Earth is one of several companies pursuing what would be the first new US rare-earths mines in decades, if they’re completed. Shares of USA Rare Earth rose as much as 29% on Monday.  - GameStop (GME) rallied on Monday after Michael Burry, the money manager made famous by The Big Short, wrote that he has been buying the stock. In a post on Substack, Burry expressed his confidence in the company’s chairman and chief executive officer, Ryan Cohen, who has tried a number of strategies to confront the challenges facing GameStop’s network of physical stores as online gaming becomes more popular. GameStop soared to enormous gains back in 2021 and became the iconic meme stock after Cohen initially took a big stake in the company. Burry was also an investor at the time, but he later said that he had sold the stock before its dramatic ascent. The company has been lagging the broader market over the last year and is far below the pandemic-era peak.  - Shares of major US insurers, like UnitedHealth Group (UNH) and CVS (CVS) tumbled after the US proposed holding payments to private Medicare plans flat next year, a huge disappointment for investors. Shares of UnitedHealth Group Inc. fell as much as 9.3% in afterhours trading in New York Monday, while CVS Health Corp. dropped as much as 10% and Humana Inc. sank more than 15%. Medicare Advantage payment rates will rise by just 0.09% in 2027, the Centers for Medicare and Medicaid Services said in a release. Analysts had been expecting an increase as high as 6%.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. - USA Rare Earth (USAR) signed a non-binding agreement with the Commerce Department for $1.6 billion in funding, the latest White House deal to boost production of rare-earth elements on domestic soil. The pact — which comes alongside $1.5 billion in private-sector investment — will support the company’s spending on rare-earths mining, processing, metal-making and magnet manufacturing, the Oklahoma-based company said in a statement. USA Rare Earth is one of several companies pursuing what would be the first new US rare-earths mines in decades, if they’re completed. Shares of USA Rare Earth rose as much as 29% on Monday. - CoreWeave (CRWV) traded higher today after Nvidia (NVDA), the dominant maker of artificial intelligence chips, invested an additional $2 billion in the cloud computing firm. Nvidia purchased CoreWeave Class A common stock at $87.20 a share, the companies said Monday, in a move aimed at speeding up an effort to add more than 5 gigawatts of AI computing capacity by 2030. As part of the collaboration, CoreWeave will be among the first to deploy forthcoming Nvidia products, including storage systems and a new central processing unit, or CPU. Nvidia, already a CoreWeave investor, previously agreed to buy more than $6 billion in services from the firm through 2032. CoreWeave shares rose as much as 17% in trading Monday, while Nvidia’s stock inched up by less than 1%.  - Trade Desk (TTD) fell after the advertising technology company said the employment of Chief Financial Officer Alex Kayyal was terminated over the weekend.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Coreweave (CRWV) shares rise after Nvidia, the dominant maker of artificial intelligence chips, invested an additional $2 billion in the cloud computing firm, marking the latest example of the circular financing deals that have lifted valuations of AI companies and fueled concerns about a bubble.- USA Rare Earth (USAR) shares gain after it entered into a non-binding letter of intent with the US Department of Commerce for $1.6 billion in funding in exchange for 16.1 million shares issued to the department as well as warrants. USA Rare Earth also raised $1.5 billion in private investment to accelerate domestic heavy rare-earth production.- AppLovin (APP) shares up after Needham upgraded the mobile-app marketing company to buy from hold. Analyst Bernie McTernan has “more confidence in the trajectory of e-commerce revenue growth in ‘26E coming at the same time the stock has pulled back off the highs a month ago”See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- CVC (CVC) shares drop after the company agreed to buy Marathon Asset Management in a cash and equity transaction with a base consideration valued at as much as $1.2 billion.- Mankind (MNKD) shares rise after the FDA approved an update to the company’s inhaled insulin, revising recommendations for the starting mealtime dosage.- Revolution Medicines (RVMD) shares drop on news Merck is no longer in talks to acquire biotech firm.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Merck (MRK) is no longer in talks to acquire biotech firm Revolution Medicines (RVMD) after the two companies couldn’t agree on a price, the Wall Street Journal reported, citing people familiar with the matter.A deal could have valued Revolution Medicines at around $30 billion, the report said, adding that talks could restart or another suitor could emerge. Merck is seeking deals that will strengthen its treatments portfolio to counter patent losses that will erode sales by $18 billion over the next five years.- USA Rare Earth (USAR) shares rise after it entered into a non-binding letter of intent with the US Department of Commerce for $1.6 billion in funding in exchange for 16.1 million shares issued to the department as well as warrants. US Rare Earth also raised $1.5 billion in private investment to accelerate domestic heavy rare-earth production.- Nvidia (NVDA) the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave (CRWV) to help speed up an effort to add more than 5 gigawatts of AI computing capacity by 2030. Nvidia purchased CoreWeave Class A common stock at $87.20 a share, the companies said Monday. As part of the collaboration, CoreWeave will be among the first to deploy forthcoming Nvidia products, including storage systems and a new central processing unit, or CPU. Nvidia, already a CoreWeave investor, previously agreed to buy more than $6 billion in services from the firm through 2032.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Silver miners, like Hecla (HL) are set to continue outperforming the metal in 2026 as operating leverage, earnings momentum and investor preference for equities amplify gains from elevated prices.- USA Rare Earth (USAR) shares soar as much as 62% in premarket trading after the Financial Times reported that the Trump administration is planning to invest $1.6 billion into the mining company.- Revolution Medicines (RVMD) shares slide as much as 20% in premarket trading after the Wall Street Journal reported that Merck ended talks to acquire the biotech firm, citing people familiar with the matter.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- CVC Capital Partners Plc has agreed to buy US credit manager Marathon Asset Management, the latest example of consolidation among alternative investment firms.- Infant formula stocks could be in focus again on Monday as a crisis that’s engulfed Nestlé, Danone and Groupe Lactalis widens. - Shares in Fnac Darty surged as much as 19%, their biggest jump since 2015, after the French retailer received a €36 per share offer from EP Group, led by Czech billionaire Daniel Kretinsky.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Ryanair Holdings Plc raised its full-year guidance for passenger growth and fares as the Irish budget carrier benefits from improved Boeing aircraft deliveries and stronger travel demand. Ryanair fell 0.8% in early European trading, with some analysts calling the outlook conservative. - Infant formula stocks could be in focus again on Monday as a crisis that’s engulfed Nestlé, Danone and Groupe Lactalis widens. _ Private equity firms Bridgepoint and Triton Partners are exploring a bid for Spire Healthcare , a transaction that could spell another exit from the London Stock Exchange.Shares of London-listed Spire, a member of the FTSE 250 Index, have declined more than 20% over the past year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:- Intel (INTC)’s stock slide is delivering a reality check to President Donald Trump’s vision for quickly reviving domestic chip manufacturing led by an American champion, four months after the US moved to acquire as much as a 10% stake in the company. Though Chief Executive Officer Lip-Bu Tan managed to win the president’s confidence and save his own reputation in Washington, turning around his company is proving more arduous. Intel’s shares plunged Friday, tumbling as much as 18%, following a lackluster forecast that highlighted the company’s struggles in lining up big customers. Intel shares fell 17% on Friday to close at $45.07, their biggest one-day decline since 2024. - EQT (EQT) led all stocks in the energy sector this week, which was the best performing sector as the US braces for a weekend of cold weather and storms. While stockpiles of the fuel were slightly above normal earlier this month, the latest weather outlook signals sustained heating demand and possible production losses that would erase that surplus. Hedge funds raised their bearish positions on gas last week, leaving the market primed for a short-covering rally. The eastern two-thirds of the US is gearing up for a major winter storm. Ice, sleet and snow will spread across an area spanning thousands of miles. While parts of the US have dealt with major winter storms in recent years, from California being pummeled by atmospheric rivers last year to Texas’ 2021 deep freeze, the country hasn’t seen any with this geographic scope.- BitGo (BTGO) shares slumped more than 14% on the crypto company’s second day of trading on Friday, falling below their IPO price. BitGo Co-Founder and Chief Executive Officer Mike Belshe told Bloomberg Television, “I don’t read anything into that short-term price, we are in this for the long term”.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.- Alaska Air (ALK) rose after it beat Wall Street’s expectations and reported strong demand for premium and business flying, though it joined larger rivals in offering a more tepid outlook for 2026. - Intel (INTC) shares plunged 17% after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems. The company's stock slide is delivering a reality check to President Donald Trump’s vision for quickly reviving domestic chip manufacturing led by an American champion, four months after the US moved to acquire as much as a 10% stake in the company. - Apple (AAPL) shares are fell on Friday, with the iPhone maker on track to extend a lengthy stretch of negative weekly returns. While big tech stocks have struggled so far in 2026, with the Bloomberg Magnificent 7 Index down 1.4% this year, Apple has also been pressured by higher prices for memory chips, a key component of iPhones and other hardware.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Intel (INTC) shares plunge after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems. The stock closed Thursday at the highest level since 2022.- Array Technologies (ARRY) and Solar stocks are extending gains after Elon Musk commented on solar-powered satellites in his Davos talk on Thursday.- Capital One Financial Corp. (COF) falls after the bank reported adjusted earnings per share for the fourth quarter that missed the average analyst estimate, driven by higher-than-expected costs. The firm also said it agreed to acquire Brex.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Intel (INTC) shares plunged after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems. The company is suffering from low manufacturing yields and has spent years trying to restore its technological edge and recover from market share losses.- Proctor & Gamble (P&G) shares fall after the household products company reported organic revenue for the second quarter that missed the average analyst estimate. Procter & Gamble Co.’s growth in a key sales metric stagnated in the last quarter while volume slipped, showing that US consumers spent cautiously in the final months of the year.- Capital One (COF) shares fall after the firm agreed to acquire Brex, a financial-technology company, for $5.15 billion. The deal would be Capital One’s biggest since its acquisition of Discover Financial Services, and is expected to be completed in the middle of this year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of Intel Corporation (INTC) plunged in premarket trading after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems.- Solar stocks are extending gains in premarket trading after Elon Musk commented on solar-powered satellites in his Davos talk on Thursday. Shares of Canadian Solar (CSIQ) and Array Technologies (ARRY) led the sector higher.- Shares of Life360 Inc. (360 AU) soared in premarket trading as the location-sharing service reported record user additions and paid subscriber growth in the fourth quarter of 2025, raising its revenue outlook for full-year 2025 results.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Chinese officials have told the country’s largest tech firms including Alibaba Group Holding Ltd. they can prepare orders for Nvidia’s (NVDA) H200 AI chips, suggesting Beijing is close to formally approving imports of components essential to running artificial intelligence. Regulators have recently granted in-principle approval for Alibaba, Tencent Holdings Ltd. and ByteDance Ltd. to move to the next stage of preparations for purchases, people familiar with the matter said. The companies are now cleared to discuss specifics such as the amounts they would require, the people said, asking to remain unidentified discussing private talks. - Intel (INTC) shares plunged about 13% in premarket trading after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems.First-quarter projections for revenue and earnings both fell well short of Wall Street estimates. And a conference call with analysts, where Tan said it would take “time and resolve” to turn around the company, sent the shares down further. Production snags have hampered the comeback bid, a disappointment for investors who anticipated more of a boost from new products.“We are on the multiyear journey,” the CEO said.- Tesla (TSLA) will probably sell its Optimus robots to the public by the end of next year, according to Chief Executive Officer Elon Musk, who’s said the carmaker’s fortunes will be increasingly dependent on humanoid machines. The company is already using some of the robots to do simple tasks in its factory, Musk said Thursday at the World Economic Forum in Davos, Switzerland. He predicted Optimus would be “doing more complex tasks” by the end of 2026. Sales to the public will begin when Tesla is “confident that it’s very high reliability, very high safety, and the range of functionality is also very high,” Musk said.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Armored vehicle and munitions maker CSG’s shares soared in its Amsterdam trading debut on Friday morning, after the firm and its owner raised €3.3 billion ($3.9 billion) in an initial public offering.Shares rose as high as €33 apiece in the first hours of trading, 32% higher than the offer price of €25 each.- Babcock shares drop as much as 3.8% after the support services company said CEO David Lockwood is retiring and will be succeeded by the head of its Nuclear division, Harry Holt. - Ericsson proposed its first-ever buyback after fourth-quarter earnings beat analysts’ forecasts. Shares rose as much as 12% to 96.28 kronor in Stockholm, erasing its losses from over the last 12 months.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Ericsson proposed its first-ever buyback after fourth-quarter earnings beat analysts’ forecasts. Shares rose as much as 12% to 96.28 kronor in Stockholm, erasing its losses from over the last 12 months.- BASF's annual earnings fell as the German chemicals maker grappled with currency headwinds and lower prices for its products.The shares fell 3.2% on Tradegate before regular trading hours, compared to last night’s close in Frankfurt.- Maersk is cut to underperform at Bank of America and a price target 23% below its latest close, as the broker flags “structural overcapacity issues” which are set to be exacerbated as the opening of the important Red Sea shipping route is set to open in 2026, leading to falling shipping rates.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Intel (INTC) shares sink afterhours after the company gave a lackluster forecast for the current quarter because supply shortages are making it harder to meet customer demand, a disappointment for investors who anticipated more of a boost from new products.First-quarter revenue will be $11.7 billion to $12.7 billion, the company said in a statement Thursday. The midpoint of that range fell short of the $12.6 billion estimated by analysts. - Nvidia (NVDA) shares ended the day higher after upbeat commentary from the chipmaker CEO Jensen Huang to the World Economic Forum in Switzerland, saying that the global AI buildout will require trillions of dollars of investment. - Netflix (NFLX) ended the day lower as the streaming company's co-Chief Executive Officer Ted Sarandos is planning to testify in February at a US Senate committee hearing looking into his company’s proposed $82.7 billion purchase of the streaming and studio operations of Warner Bros. Discovery Inc.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. Carvana (CVNA) shares rose Thursday as Barclays boosted its price target on the online car-selling platform to $530 from $465 and increased its 2026 profit estimate to $7.46 from $7.01. Abbott Laboratories (ABT) said first-quarter profit will be lower than Wall Street expected after the company was forced to offer discounts on nutrition products to lure price-conscious customers, sending shares plunging. The company forecast first-quarter adjusted earnings per share to reach $1.12 to $1.18, compared to the average Wall Street estimate of $1.19 a share. Analysts’ expectations were already low, as they anticipated the company to issue more conservative guidance to avoid the impact of Covid-19 testing sales, which have continued to decline since the pandemic. The shares closed 10% lower Thursday in New York, their biggest one-day decline since June 2002. Intel (INTC) gave a lackluster forecast for the current quarter because supply shortages are making it harder to meet customer demand, a disappointment for investors who anticipated more of a boost from new products. Intel is struggling with its manufacturing yields — the percentage of usable chips coming out of its factories — hampering a comeback bid. The once-dominant semiconductor company has spent years trying to restore its technological edge and recover from market share losses, and this is one more setback. Intel shares fell about 3% in extended trading Thursday following the report. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:-Shares of Netflix (NFLX) sink while Paramount Skydance (PSKY) shares rise as Paramount again extended its tender offer for Warner Bros. Discovery Inc. shares and said it would ask investors to vote against a proposed sale to Netflix Inc. at a special meeting of Warner Bros. shareholders. The new offer expires Feb. 20, the parent of CBS, MTV and other entertainment businesses said Thursday in a proxy filing. Paramount has been trying to acquire Warner Bros. since September. -Carvana (CVNA) shares jump as Barclays boosted its price target on the online car-selling platform to $530 from $465 and increased its 2026 profit estimate to $7.46 from $7.01.-Meta (META) shares rise in the largest jump of the year after Jefferies analyst Brent Thill listed reasons to buy the recent pullback in Meta. Thill says the company has moderate downside to estimates “with stronger upside potential,” and they expect the company's AI hires to deliver in 2026.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Netflix (NFLX) shares drop after Paramount Skydance files a preliminary proxy materials with the SEC to solicit Warner Bros. Discovery holders to vote against the amended Netflix transaction.- Carvana (CVNA) shares climb as Barclays boosted its price target on the online car-selling platform to $530 from $465 and increased its 2026 profit estimate to $7.46 from $7.01.- P&G (PG) shares rose after executives signaled sales are rebounding in the US and expressed confidence the company will meet its full-year guidance.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Corcept Therapeutic (CORT) shares soar after the pharmaceutical firm said its Phase 3 ROSELLA trial of relacorilant plus nab-paclitaxel in platinum-resistant ovarian cancer met its overall survival primary endpoint, showing a 35% reduction in death risk compared to nab-paclitaxel alone.- Abbott Labs (ABT) shares sink after the medical devices firm forecasted first-quarter earnings that fell short of estimates. The company also reported organic sales for the fourth quarter that missed Wall Street’s estimates.- Arista Networks (ANET) shares jump. The company has been a beneficiary of AI-related spending, rising more than 370% since the end of 2022. Piper Sandler upgraded the stock earlier this month.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Intel (INTC) shares jumped as much as 12% on Wednesday to the highest since January 2022 amid a broad rally in semiconductor stocks after Nvidia CEO Jensen Huang talked up the need for trillions of dollars more in computing infrastructure spending.- Procter & Gamble (PG) growth in a key sales metric stagnated in the last quarter while volume slipped, showing that US consumers spent cautiously in the final months of the year.The maker of Pampers diapers and Tide detergent reported flat organic sales, which exclude the impact of currency volatility and acquisitions, in the quarter. That’s the slowest pace in a decade and slightly below the average estimate of analysts. Volume dropped by 1%, dragged down by declines in baby, feminine and family care products.- Paramount Skydance (PSKY) again extended its tender offer for Warner Bros. Discovery Inc. shares, giving investors more time to weigh its proposal to acquire the rival media company.The new offer expires Feb. 20, the parent of CBS, MTV and other entertainment businesses said Thursday in a proxy filing. Paramount has been trying to acquire Warner Bros. since September. The company first launched its tender offer on Dec. 8, three days after Netflix Inc. announced a deal to buy Warner Bros.’ studios and streaming businesses. The company previously extended the offer for another month on Dec. 22.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Beazley shares fall as much as 7% before paring losses after the Lloyd’s of London insurer’s board unanimously rejects a cash proposal of 1,280p per share from Zurich Insurance Group, according to a statement.- B&M European Value Retail SA cut its guidance as the cost of its turnaround plan, including clearing inventory, weighs on profit. - Telenor agreed to sell its stake in Thai telecommunications operator True Corp. to Arise Digital Technology Co. for a total value of 39 billion kroner ($3.9 billion).See omnystudio.com/listener for privacy information.