Stock Movers

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) & Lyft (LYFT) shares jumped after Nvidia (NVDA) announced separate autonomous vehicle partnerships.- Six Flags (FUN) stocks slightly rose after activist investor Jana Partners pushed for Six Flags Entertainment Corp. to pursue a sale and appoint a new chair, according to a letter sent to the company’s board Tuesday.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Delta (DAL) shares jump. Delta Air Lines Inc. now expects sales to grow in the high single digits through March, after previously guiding for a range of 5% to 7% growth. American Airlines Group Inc., meanwhile, said revenue in the quarter will rise more than 10% — a record for the company — even as more-expensive fuel pushes earnings projections to the more pessimistic end of its range. -  Uber (UBER) and Lyft shares rise as the rideshare firms and Nvidia announced separate autonomous vehicle partnerships. Uber will launch a global fleet of Nvidia software-driven autonomous vehicles across 28 cities globally by 2028. - Eli Lilly (LLY) shares dip after HSBC turned bearish on the stock, for the second time in a year, saying investor expectations for weight-loss drugs are over inflated. Analysts led by Rajesh Kumar cut the drugmaker to reduce — its sole sell-equivalent rating — from hold and slashed their price target on the stock to $850, the lowest on Wall Street.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Qualcomm (QCOM) shares rise. The largest maker of smartphone processors, plans to buy back another $20 billion worth of shares and is raising its quarterly cash dividend. The chipmaker’s board has approved the new stock repurchase program, which adds to previous buybacks announced in November 2024, according to a company statement.  - Nvidia (NVDA) shares are down. Nvidia Corp. Chief Executive Officer Jensen Huang unveiled new products and predicted the company's flagship AI processors would help generate $1 trillion in sales through 2027. According to Bloomberg Intelligence: The Nvidia GTC 2026 AI conference should reinforce the company's multiyear platform dominance across GPUs, CPUs and networking and inference silicon, with the Rubin AI computing platform on track for 2H and Vera opening the standalone server CPU market. - Uber (UBER) and Lyft shares rise as the rideshare firms and Nvidia announced separate autonomous vehicle partnerships. Uber will launch a global fleet of Nvidia software-driven autonomous vehicles across 28 cities globally by 2028.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Playboy (PLBY) reported net revenue for the fourth quarter that beat the average analyst estimate. - Lululemon Athletica’s (LULU) results will take a back seat to any updates on its leadership search and turnaround efforts amid activist pressure, according to Jefferies.   - Uber (UBER) shares gain as the rideshare firm and Nvidia announced separate autonomous vehicle partnerships.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Delta Air Lines (DAL) issued a more optimistic sales target for the first quarter after bookings by leisure and corporate customers accelerated into March, an upbeat outlook that shows the carrier’s resilience in the face of higher fuel costs. Delta now sees sales in the high single digits through March, after previously guiding for a range of 5% to 7% growth, according a presentation issued on Tuesday.- Uber (UBER) shares gain after the rideshare firm and Nvidia said they will expand their autonomous vehicle partnership to launch a global fleet of Nvidia software-driven autonomous vehicles across 28 cities globally by 2028.- Sony Group (SONY) is being downgraded to market perform from outperform at Bernstein, which cites a headwind related to prices for memory chips. US-listed shares down 0.7% in extended trading.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Canal+ and PPF Group are said to be weighing a deal to take Swedish media company Viaplay private. Shares gained as much as 12% in early trading. - Trustpilot rises 17% after saying it sees revenue growth over the full year 2026 in the high teens - Neste shares rise as much as 4.1% to their highest in almost two years after analysts at Barclays upgraded the Finnish oil refiner and producer of renewable fuels to overweight from equal weight, citing a range of factors driving momentum, including geopolitical disruption.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Nvidia Corp. expects to generate at least $1 trillion from its Blackwell and Rubin chips through the end of 2027. The company unveiled new products at its GTC event, including a chip made with technology acquired from startup Groq, and a computer made up of general-purpose CPUs. Nvidia's CEO Jensen Huang said the CPU opportunity is "for sure" a multibillion-dollar business, as the company expands into technology pioneered by Intel Corp.- Micron Technology was the S&P 500's best performer ahead of the opening bell, rising 4.7%. The memory-chip maker said it plans to build a second manufacturing facility at its site in Taiwan by the end of 2026. - Dollar Tree shares rise as much as 5.7%, the most intraday since Dec. 5, after the retailer’s conference call comments eased investors concerns about the traffic decline in in the fourth quarter, as transaction size drove comparable sales growth.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Micron Technology (MU) was the S&P 500's best performer ahead of the opening bell, rising 4.7%. The memory-chip maker said it plans to build a second manufacturing facility at its site in Taiwan by the end of 2026. Peer stocks got a boost from the announcement: Flash-memory product supplier Sandisk added 3.3%, while disk-drive makers Seagate Technology and Western Digital were up 2.8% and 3.5%, respectively.- Public Storage (PSA) agreed to acquire National Storage Affiliates Trust in an all-stock deal worth about $10.5 billion, including debt. The transaction will enable Public Storage to expand its platform with assets that are highly complementary to its portfolio, according to Tom Boyle, incoming chief executive officer of Public Storage. Stocks fell 1.50% today. - Dollar Tree (DLTR) shares rise as much as 5.7%, the most intraday since Dec. 5, after the retailer’s conference call comments eased investors concerns about the traffic decline in in the fourth quarter, as transaction size drove comparable sales growth.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:  - Dollar Tree (DLTR) shares rose after the retailer’s conference call comments eased investors concerns about the traffic decline in in the fourth quarter, as transaction size drove comparable sales growth.- Electronic Arts (EA) stocks slightly spiked after news broke that Wall Street banks led by JPMorgan Chase & Co. have already attracted enough demand for the nearly $15 billion of debt it is selling to back the leveraged buyout of video game maker Electronic Arts Inc., the largest of its kind.- Nvidia (NVDA) shares jumped today as executives will likely need to deliver a surprise at the chipmaker’s annual AI conference, that begins today, to spark a rally in the moribund stock. The four-day event, called GTC, comes after six months in which the shares have essentially treaded water amid concerns that Nvidia’s rapid revenue growth is peaking. Not even a banner earnings report last month was good enough to impress investors, as the shares fell 5.5% the following day. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Nebius (NBIS) shares gain. Nebius Group NV is being started with a buy rating and $169 price target at Citi, which sees strong growth potential for the cloud-computing provider. Meta will also spend up to $27 billion on Nebius AI infrastructure. - Dollar Tree (DLTR) shares gain. Sales are projected to be as much as $20.7 billion this year, with growth of about 7%, following a gain of 10% last fiscal year. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies that boosted results last quarter. - Micron (MU) shares are rising, lifting other memory and storage companies, as analyst optimism grows ahead of the chipmaker’s results later this week. The memory-chip maker said it plans to build a second manufacturing facility at its site in Taiwan by the end of 2026. Peer stocks got a boost from the announcement.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Meta (META) shares rise after news it will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group NV. This comes as it spends aggressively to compete with the industry’s top frontier models. Reuters also reported on Friday that the social media giant is planning layoffs that could affect 20% or more of the company. - Nebius (NBIS) shares gain. Nebius Group NV is being started with a buy rating and $169 price target at Citi, which sees strong growth potential for the cloud-computing provider. Meta will also spend up to $27 billion on Nebius AI infrastructure. - Dollar Tree (DLTR) shares gain. Sales are projected to be as much as $20.7 billion this year, with growth of about 7%, following a gain of 10% last fiscal year. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies that boosted results last quarter.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) will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group (NBIS) as it spends aggressively to compete with the industry’s top frontier models. - National Storage Affiliates (NSA) shares are soaring after Public Storage agreed to acquire the company for $41.68 per share. The stock last closed at $30.94. - Dollar Tree (DLTR) gave a mixed annual outlook, raising some doubts about its ability to keep winning over shoppers with low prices.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Dollar Tree (DLTR) forecast net sales for the full year; the guidance missed the average analyst estimate.- Meta Platforms (META) will pay as much as $27 billion over the next five years for access to cutting-edge artificial intelligence infrastructure from cloud provider Nebius Group NV as it spends aggressively to compete with the industry’s top frontier models.- Micron Technology (MU) announced it has completed the acquisition and assumed ownership of Powerchip Semiconductor Manufacturing Corporation's P5 site in Tongluo, Miaoli County, Taiwan, under the acquisition agreement previously announced on January 17, 2026.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- UniCredit made a €35 billion ($40 billion) bid for Commerzbank AG that will allow it to increase its shareholding beyond 30%, easing the path for a potential future acquisition._ Amplifon agreed to buy the hearing-aid business of GN Store Nord in a deal valued at 17 billion Danish kroner ($2.6 billion), creating a larger player in audio medical technology. _ Kepler Cheuvreux analyst Aymeric Poulain raised the recommendation on Hensoldt to hold from reduce.The stock rose as much as 5.4% in early trading.See omnystudio.com/listener for privacy information.

Earnings are still in focus with FedEx, Macy's, and Lululemon all reporting in the coming days.Bloomberg's Nathan Hager previews the numbers with Denitsa Tsekova, Bloomberg Cross Asset Reporter.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers, we take a look at some of the biggest gainers and decliners from the past week:  - CF Industries (CF) saw its shares trade higher this week, along with other stocks in the chemical and fertilizer space. Fertilizer markets are tightening as the escalating conflict in the Middle East threatens global supplies of nitrogen-based crop nutrients, boosting companies such as CF Industries Holdings Inc., the world’s largest producer of ammonia. CF Industries shares rose as much as 14% on Thursday, the biggest intraday jump since 2020 and to a record high. The Illinois-based company controls nearly 40% of the North American nitrogen fertilizer market, while Nutrien (NTR) — which climbed 7.6% to the highest price in more than three years — controls another 22%. - Centene (CNC) shares sank on Tuesday after the health insurer flagged rising medical costs and declining membership, adding to an already cautious outlook for the industry. Centene said it expects enrollment in the Affordable Care Act marketplace will decline by about 35% or more across the industry after some federal ACA subsidies expired. It sees its own membership potentially dropping even faster. The company’s membership dropped from 5.5 million in December to 3.6 million in February, a decline that CEO Sarah London said was “in line with our expectations.”  - Hims & Hers (HIMS) shares posted their best week on record as a new partnership with Novo Nordisk A/S fuels fresh optimism about the company’s future in weight-loss drugs. The San Francisco-based company’s stock climbed about 57% this week, rallying in four of the past five trading sessions. Earlier this week, the telehealth company said it would work with Novo to sell blockbusters Ozempic and Wegovy on its platform, ending a feud between the firms. Novo also agreed to drop a lawsuit it filed against Hims last month. In return, Hims will no longer advertise compounded versions of Novo’s drugs, but it will still sell copies of Ozempic and Wegovy if a doctor says a patient needs them. 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 fell after the New York Times reported that Meta would delay the rollout of a new A.I. model after it had performance concerns - Adobe (ADBE) stocks plunged after Chief Executive Officer Shantanu Narayen announced he will resign from his position atop the creative software giant amid deep skepticism about the company’s ability to thrive in the AI era. - Ulta Beauty (ULTA) shares dropped after the cosmetics retailer reported earnings per share for the fourth quarter that missed consensus. Analysts flag that the full-year forecast was disappointing, while Morgan Stanley notes that the guidance might be conservative. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Adobe (ADBE) shares fall after news that Chief Executive Officer Shantanu Narayen will resign from his position amid deep skepticism about the company’s ability to thrive in the AI era. - Peloton (PTON) shares drop after news the company is planning to make treadmills a larger priority and is considering lower-priced versions, according to people with knowledge of the matter. - Hims & Hers Health (HIMS) shares are mixed. Shares are on pace for their best week on record as a new partnership with Novo Nordisk A/S fuels fresh optimism about the company’s future in weight-loss drugs. The San Francisco-based company’s stock has climbed about 51% so far this week, as of Thursday’s close.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Once Upon a Farm (OFRM) tumbles after Jennifer Garner’s snack company forecast slowing sales growth for the year in its first earnings update as a public company. While analysts are largely positive about the results, they note that investors might be underwhelmed by the firm’s gross margin.  - Ulta Beauty (ULTA) shares sink after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations. Comparable sales, which measures revenue from online and stores - Adobe (ADBE) shares fall after news that Chief Executive Officer Shantanu Narayen will resign from his position amid deep skepticism about the company’s ability to thrive in the AI era.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Adobe (ADBE) shares fall after the maker of software for creative professionals announced that Shantanu Narayen will step down as CEO. - Ulta Beauty (ULTA) fell in early trading after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations.  - Once Upon a Farm (OFRM) shares tumble after Jennifer Garner’s snack company forecast slowing sales growth for the year in its first earnings update as a public company. While analysts are largely positive about the results, they note that investors might be underwhelmed by the firm’s gross margin. See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Ulta Beauty (ULTA) fell in late trading after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations. The shares fell 9.6% at 4:21 p.m. in New York after the close of regular trading. The stock has risen about 3.3% so far this year, outpacing the S&P 500 Index.- Bumble (BMBL) shares surge 50%, the biggest jump since February 2021, after the online dating company forecast Ebitda for the first quarter that beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. .- Adobe (ADBE) shares are down 6.2% in extended trading, after the maker of software for creative professionals reported its first-quarter results and gave an outlook. It also announced that Shantanu Narayen would step down as CEO.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Palantir Technologies (PLTR) may turn to other AI models amid the spat between Anthropic PBC and the Pentagon. - Bumble (BMBL) shares surge 50%, the biggest jump since February 2021, after the online dating company forecast Ebitda for the first quarter that beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. .- Dollar General (DG) shares fall as much as 11%, the most intraday since Aug. 2024, as the retailer gave underwhelming annual and long-term forecasts after the stock’s 9.1% advance year-to-date through Wednesday’s close.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Blue Owl Capital (OWL) falls after the asset manager defended its recent sale of $1.4 billion of loans from three of its funds, arguing the transaction contained no backstops or hidden incentives. Blue Owl Co-President Craig Packer said the four institutions that bought the debt did so on an arm’s length basis, conducted their own due diligence, and received no special guarantees. - Bumble (BMBL) soars after the online dating company forecast Ebitda for the first quarter that beat expectations. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year.  - Dollar General shares (DG) fall as the retailer gave underwhelming annual and long-term forecasts. The outlook is “conservative,” with the company seeing lower sales growth than last year, said Jennifer Bartashus, an analyst for Bloomberg Intelligence. “The business should be improving based on the strategies they are deploying.”Shares of the retailer fell as much as 11%. The stock had surged more than 80% in the last 12 months.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: -Mosaic (MOS) shares rise. US fertilizer, energy and chemical stocks are rising on Thursday as the war in Iran and disruptions to the Strait of Hormuz tighten supply, raising prices. Airlines and cruise stocks are down as rising crude prices lift costs. -United Airlines (UAL) shares fall. Jefferies analyst Sheila Kahyaoglu cut the target on United Airlines Holdings Inc. to $125 from $148. Maintains buy rating. Separately, airlines around the world are increasing fares and raising fuel surcharges as oil prices briefly send prices above $100 a barrel. -Bumble (BMBL) shares soar after the online dating company forecast Ebitda for the first quarter; the guidance beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Bumble (BMBL) unveiled a new artificial intelligence-powered assistant designed to act as a personal matchmaker, the company’s latest effort to reinvigorate itself at a time when many users have shown dating-app fatigue. - Dollar General (DG) shares fall after the retailer gave underwhelming annual and long-term forecasts after the stock’s 9.1% advance year-to-date through Wednesday’s close.  - Petco (WOOF) shares soar as the pet health and wellness company’s adjusted Ebitda forecast for the first quarter beat the average analyst estimate. Jefferies upgrades rating noting that shares underappreciate the progress made thus far.  See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Dollar General (DG) forecast earnings per share for the full year; the guidance beat the average analyst estimate.- Fertilizer buyers in Brazil are facing higher prices, with the US-Israel conflict with Iran sparking a sharp move up in nitrogen, while China's export restrictions are lifting phosphate pricing amid tightening supply. Urea posted the largest week-over-week gain, prompting buyers to look to limited ammonium sulfate offers as a cheaper nitrogen alternative.- Bumble shares rise after the online dating company forecast Ebitda for the first quarter; the guidance beat the average analyst estimate.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- HSBC and Standard Chartered are European banks most exposed to the Middle East as the region represents 4% and 12% of the lenders’ profit before taxes respectively, JPMorgan analysts say.- On the Beach shares drop as much as 14% to the lowest level since November 2024. The online seller of package holidays suspended its full-year guidance of £39m to £43m adjusted profit before tax due to a “significant slowdown” in demand following the conflict in the Middle East, according to a statement.- Leonardo shares gain as much as 8.7% to a new record high after the defense technology firm outlined its targets through 2030, which Mediobanca described as “bullish.” Analysts highlight, in particular, order intake expectations, and Jefferies says the 2030 numbers imply 300bps margin expansion vs 2025.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:  - Campbell's (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Full-year earnings, adjusted for some items, are now seen between $2.15 to $2.25 per share, below the prior range of $2.40 to $2.55, according to a Wednesday statement. That’s set to be the lowest profit since 2009. Shares sunk in trading on Wednesday. - Sable Offshore (SOC) rallied after word that President Donald Trump is preparing to invoke Cold War-era powers to clear the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. A White House official said that any policy announcement would come directly from the president. Sable didn’t respond to a request for comment.  - Petco (WOOF) forecast annual earnings above analyst estimates, signaling that consumer pet spending remains durable despite tariff and economic uncertainty. The shares surged as much as 20% in postmarket trading. The San Diego, California-based company said in a Wednesday statement that it sees adjusted earnings before interest, taxes, depreciation and amortization for the year ending early 2027 of $415 million to $430 million, beating analyst estimates of $404.4 million.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. - Oracle (ORCL) shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle’s closely watched infrastructure business jumped 84% to $4.9 billion in the three months ended Feb. 28, the company said Tuesday in a statement, surpassing the 79% that analysts had expected and up from 68% in the previous quarter. Total revenue will reach $90 billion in the fiscal year beginning in June, Oracle said, also handily beating analysts’ projections. The shares traded as high as $171.76 Wednesday in New York, their biggest intraday gain in six months.  - Sable Offshore (SOC) saw its shares rip higher after Bloomberg reported that President Donald Trump is preparing to invoke Cold War-era powers to pave the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. Trading in Sable’s shares was halted after prices jumped as much as 34% on the news. The company’s shares have seen sharp swings and multiple trading halts in the last year. - Petco (WOOF) shares soar 16% in after hours trading, as the pet health and wellness company’s adjusted Ebitda forecast for the first quarter beat the average analyst estimate.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Oracle (ORCL) shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.- Campbell’s (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Shares fell as much as 7.8% before the bell and are trading down 5.2% as of 8:20 a.m. in New York.- Shares of Papa John’s (PZZA) surged after a report the pizza chain is drawing fresh takeover interest from Qatari-based investment fund Irth Capital. Papa John’s stock rose as much as 23% to nearly $40 in New York trading. The move erased a year-to-date decline of more than 15% through Tuesday’s close.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Oracle (ORCL) shares soar after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. - Nike (NKE) shares rise after Barclays upgraded the sportswear retailer to overweight from equal-weight, citing recent operational progress, financial inflections, and management’s disciplined actions. Analyst Adrienne Yih acknowledges ongoing risks but notes that the risk/reward profile has shifted favorably “making NKE an attractive tactical investment opportunity at this stage.” - Campbells (CPB) shares drop after the company cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Uber (UBER) shares jump after news the company will let customers hail robotaxis from Amazon's Zoox, starting in Las Vegas this summer. Zoox vehicles will also be available on the Uber app in Los Angeles, starting next year, as part of a multiyear agreement between Uber and Zoox. - Oracle (ORCL) shares increased in early trading after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle's infrastructure business jumped to $4.9 billion in the three months ended Feb. 28, surpassing analysts' expectations and up from the previous quarter. - Campbells (CPB) shares drop after the company cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Oracle (ORCL) shares soared in early trading after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.   - Campbell’s (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods.  - Nvidia (NVDA). will invest $2 billion in Nebius Group (NBIS) as part of a strategic partnership to develop and build artificial intelligence data centers, as the world’s most valuable firm continues to pour money into companies that buy its chips. See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Oracle (ORCL) shares rise after the software company reported third-quarter results that beat expectations and also raised its full-year revenue forecast. Analysts note strength in its Oracle Cloud Infrastructure business. - Cintas (CTAS) has agreed to buy UniFirst (UNF) in a cash-and-stock deal valuing the uniform supplier at $5.5 billion, clinching a years-long pursuit of its rival.- JPMorgan Chase (JPM) is restricting some lending to private credit funds after marking down the value of certain loans in their portfolios, according to a person familiar with the matter, in the latest sign of stress in the $1.8 trillion industry.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Energy stocks including Aramco are wavering due to continued uncertainty after a volatile few days for oil and gas prices.- Lufthansa is facing a two-day pilot walkout starting Thursday, threatening to ground hundreds of flights at a time when the airline is already grappling with fuel-price volatility.- Rheinmetall predicted that sales this year will reach €14 billion ($16.3 billion) to €14.5 billion, falling short of analyst expectations at a critical time for the German defense contractor as Europe’s military spending surges.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Oracle (ORCL) posted quarterly cloud revenue that was better than expected and projected strong sales in the upcoming fiscal year, a sign the company is making good on its massive AI bookings. Revenue in Oracle’s closely watched infrastructure business gained 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement. That marked a faster increase than the 79% anticipated by analysts and a 68% sales rise in the previous quarter. The shares increased about 7% in extended trading after closing at $149.40 in New York. The stock had lost more than 50% of its value from a September peak through Tuesday’s close as Wall Street grew worried about the costs and logistics associated with the massive build-out. - Amazon (AMZN) has raised $37 billion from a US dollar bond sale that could swell to nearly $50 billion with a planned euro debt offering. The blockbuster fundraising is the fourth-largest US corporate bond sale on record and the biggest that isn’t tied to an acquisition. The offering was increased from initial guidance of $25 billion to $30 billion. Amazon sold US high-grade debt in 11 tranches, ranging from two to 50 years. Pricing on the longest portion of that offering — a note maturing in 2076 — tightened by 0.25 percentage point to 1.3 percentage point above Treasuries, according to a person familiar with the transaction. Shares of Amazon closed higher in trading on Tuesday. - Goeasy (GSY) shares dropped on Tuesday, in its biggest intraday decline in about six years, after the non-prime lender announced it expects to incur a C$178 million incremental charge off in 4Q 2025 against its C$5.5 billion gross consumer loans receivable, withdrawing its previously issued outlook and three-year forecast. The shares fell to their lowest level since November 2020.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. - Vertex (VRTX) shares rose after the biotech company said its drug to treat a kidney disorder met its goal in a late-stage trial, providing a boost to its strategy of moving beyond cystic fibrosis treatments. - Centene (CNC) shares sank on Tuesday after the health insurer flagged rising medical costs and declining membership, adding to an already cautious outlook for the industry. Centene said it expects enrollment in the Affordable Care Act marketplace will decline by about 35% or more across the industry after some federal ACA subsidies expired. It sees its own membership potentially dropping even faster. The company’s membership dropped from 5.5 million in December to 3.6 million in February, a decline that CEO Sarah London said was “in line with our expectations.” Shares of the St. Louis, Missouri-based company fell as much as 13%, the most intraday since January. The stock had gained 5.3% so far this year through Monday’s close. - Oracle (ORCL) posted quarterly cloud revenue that was better than expected and projected strong sales in the upcoming fiscal year, a sign the company is making good on its massive AI bookings. Revenue in Oracle’s closely watched infrastructure business gained 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement. That marked a faster increase than the 79% anticipated by analysts and a 68% sales rise in the previous quarter. The shares increased about 7% in extended trading after closing at $149.40 in New York.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Amazon (AMZN) shares rise after news that the company has kicked off what is likely to be one of the biggest corporate bond offerings ever, in the latest blockbuster fundraising to pay for the artificial intelligence boom. The tech giant is targeting the equivalent of about $37 billion to $42 billion in a cross-Atlantic offering in dollars and euros, according to people with knowledge of the matter.  - Crowdstrike (CRWD) shares are mixed. This comes after Morgan Stanley raised the recommendation on Crowdstrike Holdings to overweight from equal-weight, saying the platform is a winner from AI positioning and its growth outlook is promising.  - Kohl's (KSS) shares rebound after after the struggling department-store chain said it was pleased with its performance so far this year. The positive sentiment given on a call with analysts came after the retailer reported a bigger sales drop than expected last quarter and gave an outlook in-line with Wall Street estimates.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Kohl’s (KSS) reported worse-than-expected sales for last quarter, as the retailer continues to struggle to revive years of declining results.Comparable sales fell 2.8% in the period during the Christmas shopping season, more than twice that decline of the average analyst estimate. - Lindt & Spruengli (LISP SW) fell by the most in almost 20 years after the Swiss chocolatier lowered its full-year sales guidance, citing geopolitical turmoil. The company’s participation certificates tumbled by 11% in Swiss trading, the biggest intraday drop since 2006. The decline erased the gains for this year. - Beyond Meat (BYND) is changing its brand to just Beyond. The El Segundo maker of plant-based proteins that look and taste like meat changed its website and social channels last week to reflect its new full name: Beyond the Plant Protein Co.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- AT&T (T) said it will spend more than $250 billion in the next five years to build out its infrastructure in the U.S., setting up the company to more than double its annual investment in a battle for subscribers with its two largest competitors. The investments will focus on high-speed fiber connections and expanding wireless and satellite coverage, the Dallas-based telecommunications company said in a statement on Tuesday. AT&T deployed about $21 billion in capital spending last year, according to its last financial results.- Hewlett Packard Enterprise (HPE) shares rise after the computer hardware and storage company’s results beat expectations on key metrics, although revenue was slightly weaker than expected. It also raised its full-year forecast for both adjusted earnings and free cash flow- Taiwan Semiconductor Manufacturing's (TSMC) sales growth is running behind lofty expectations in 2026, suggesting sky-rocketing memory prices may be hurting even high-end smartphone and PC demand.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Saudi Aramco’s chief executive officer warned the impact on global oil markets will be “catastrophic” the longer the disruption from the Iran war drags on.- The two European airlines that stand out as being best-protected from the turmoil in the Middle East and its impact on fuel costs are Ryanair and IAG, according to Bernstein analysts. - Persimmon surged the most in almost six years after the company reported earnings that reassured investors it is navigating a soft UK housing market better than many of its rivals.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers: - Vail Resorts (MTN) slid in postmarket trading Monday after the mountain resorts and hotels operator reported revenue for the second quarter that missed the average estimate. The company also cut its net income guidance for the full year.- US airlines like United Airlines (UAL) and Southwest (LUV) quickly turned positive after President Donald Trump told CBS that the war in Iran could be over soon. Oil erased gains in after-settlement trading. Airlines were among several sectors that have been suffering losses amid the conflict in Iran. - Hims & Hers (HIMS) surged after Novo Nordisk A/S was said to have ended its public feud with the company with an agreement to sell its weight-loss drugs on the Hims platform. Novo and Hims plan to announce a new partnership as soon as Monday, according to a person familiar with the matter, who spoke on the condition of anonymity. The two companies had a similar agreement last year, but Novo abruptly scrapped it after Hims refused to stop marketing and selling copycat medications.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 Griefeld, Carol Massar and Norah Mulinda- Hims & Hers (HIMS) shares rallyed Monday after Novo said it had agreed to sell its Ozempic and Wegovy injectables, as well as an oral version of Wegovy, through Hims' online pharmacy. Hims surged 38% to $21.75, putting the stock on track for its largest single-day percentage increase on record, according to Dow Jones Market Data. Novo's U.S.-listed shares advanced 1.9% against a 0.6% decline for the benchmark S&P 500.- Uber (UBER) and DoorDash (DASH) shares sank today after oil prices continued to rise due to the conflicts in the Middle East.- Warner Bros. Discovery (WBD) is the target of a $110 billion acquisition by Paramount Skydance (PSKY) in which Tencent plans to invest several hundred million dollars as a passive financial backer, Bloomberg News reported Monday, citing unnamed people familiar with the situation. Wells Fargo set Paramount Skydance's ratings at underweight, with a price target of $10. Shares of Paramount Skydance dropped 8%, with intraday trading volume at over 7.8 million versus a daily average of roughly 10.6 million.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Uber (UBER) and DoorDash (DASH) shares sank today after oil prices continued to rise due to the conflicts in the Middle East.- Hims & Hers Health (HIMS) surged after Bloomberg News reported that Novo Nordisk A/S (NOVOB DC) plans to sell its weight-loss drugs on the telehealth company’s platform, ending a public feud between the two companies.- Live Nation (LYV) stocks climbed after the company and its Ticketmaster subsidiary reached a settlement with federal antitrust authorities.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Him & Hers (HIMS) shares surge after Novo Nordisk was said to have ended its public feud with the company with an agreement to sell its weight-loss drugs on the Hims platform. Novo and Hims plan to announce a new partnership as soon as Monday, according to a person familiar with the matter, who spoke on the condition of anonymity. - Live Nation Entertainment (LYV) shares rise. Live Nation Entertainment Inc. and its Ticketmaster subsidiary have reached a settlement with federal antitrust authorities, according to the Justice Department. The agreement was announced with no details provided, but it would reportedly open parts of Live Nation's ticketing arm to third-party sellers and make it easier for other promoters to put on shows at amphitheaters that Live Nation controls. - Brown-Forman (BF/B) shares fall after Bernstein analyst Nadine Sarwat cut her recommendation on the alcohol beverage company to market perform from outperform. “This rating change isn’t about the structural vs. cyclical debate in US alcohol or the risk of price wars (from the US ‘whiskey glut’ or competitors) — our views on this remain unchanged,” Sarwat writes. On this episode of Stock Movers: - Him & Hers (HIMS) shares surge after Novo Nordisk was said to have ended its public feud with the company with an agreement to sell its weight-loss drugs on the Hims platform. Novo and Hims plan to announce a new partnership as soon as Monday, according to a person familiar with the matter, who spoke on the condition of anonymity. - Live Nation Entertainment (LYV) shares rise. Live Nation Entertainment Inc. and its Ticketmaster subsidiary have reached a settlement with federal antitrust authorities, according to the Justice Department. The agreement was announced with no details provided, but it would reportedly open parts of Live Nation's ticketing arm to third-party sellers and make it easier for other promoters to put on shows at amphitheaters that Live Nation controls. - Brown-Forman (BF/B) shares fall after Bernstein analyst Nadine Sarwat cut her recommendation on the alcohol beverage company to market perform from outperform. “This rating change isn’t about the structural vs. cyclical debate in US alcohol or the risk of price wars (from the US ‘whiskey glut’ or competitors) — our views on this remain unchanged,” Sarwat writes.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Chevron (CVX) shares rise. Ultrapar is in advanced talks with Chevron Corp. to sell a 30% stake in Ipiranga, Brazil Journal reports citing two sources familiar with the matter. An agreement on price has already been reached and the parties are now in the governance discussion phase, Brazil Journal reports citing the sources. - Delta (DAL) shares drop. Airlines are among the biggest decliners in the US stock market as travel, auto, retail and restaurant shares slide during Monday’s spike in oil. - Him & Hers (HIMS) shares surge after Novo Nordisk was said to have ended its public feud with the company with an agreement to sell its weight-loss drugs on the Hims platform. Novo and Hims plan to announce a new partnership as soon as Monday, according to a person familiar with the matter, who spoke on the condition of anonymity.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Hims & Hers Health (HIMS) surged after Novo Nordisk A/S was said to have ended its public feud with the company with an agreement to sell its weight-loss drugs on the Hims platform. - Live Nation Entertainment (LYV) shares rise after Politico reported that the company reached a settlement with the Department of Justice in its antitrust case and will pay $200 million in damages to participating states. - Aureus Greenway Holdings (AGH) says AGH and Autonomous Power entered into a definitive agreement to merge into an entity that focuses on drone industry and autonomous systems innovation.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Hims & Hers Health (HIMS) shares soar after Bloomberg News reported that Novo Nordisk plans to sell its weight-loss drugs on the telehealth company’s platform, ending a public feud.- Live Nation Entertainment (LYV) shares rise after Politico reported that the company reached a settlement with the Department of Justice in its antitrust case and will pay $200 million in damages to participating states.- Vertiv Holdings, Lumentum Holdings, Coherent and EchoStar (SATS) are set to join the S&P 500, according to a statement from S&P Dow Jones Indices.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Oil majors like BP are moving as brent crude smashed through $100 a barrel as more major Middle East producers cut output.- IAG's among the airlines watched in Europe this morning as the Iran war continues. - JPMorgan reverses its previously positive view on Anglo American and other EMEA mining and steel companies to reflect the impact of the conflict in the Middle East, issuing a swathe of downgrades mainly concentrated on copper and steel stocks.See omnystudio.com/listener for privacy information.

Big Tech earnings are still in focus with Oracle, Adobe, and Kohl's all reporting in the coming days.Bloomberg's Nathan Hager previews the numbers with Matthew Griffin, Bloomberg Equities Reporter.See omnystudio.com/listener for privacy information.