Stock Movers

On this episode of Stock Movers:- Volkswagen ended 2025 with more cash in its automotive division than forecast as the German carmaker delays projects and investments in an overhaul of its electric-vehicle strategy.- B&M European shares drop as much as 4.3% after the discount retailer cut its earnings guidance for fiscal 2026, following multiple profit warnings last year. Analysts said efforts to cut prices and address inventory are weighing on margins in the UK. - Ubisoft shares fell the most since 2019 after the Assassin’s Creed maker said it would cancel game projects, shut down studios and cut its guidance in a restructuring.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Johnson & Johnson (JNJ) shares drop as much as 3.1% in premarket trading after the health-care company reported mixed drug sales for the fourth quarter. The firm also forecasted sales for 2026 that beat the average analyst estimate.- Nathan's Famous (NATH) surged after Smithfield Foods said it would acquire the legendary hot dog brand in a deal valued at about $450 million, securing the rights to a key product in its business’s largest segment.- Kraft Heinz (KHC) shares closed down 1.36% after the packaged food company registered more than 325 million common shares held by Berkshire Hathaway, its largest shareholder, for potential saleSee 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.- Moderna (MRNA) shares jumped on Wednesday on continued momentum after the company’s Tuesday update revealing the long‑term results from a cancer therapy study.- Nathan's Famous (NATH) surged after Smithfield Foods said it would acquire the legendary hot dog brand in a deal valued at about $450 million, securing the rights to a key product in its business’s largest segment..- Kraft Heinz shares closed down 1.36% after the packaged food company registered more than 325 million common shares held by Berkshire Hathaway, its largest shareholder, for potential sale.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:-Netflix (NFLX) gave a disappointing forecast for earnings in the months ahead as it spends more on programming and works to close its $82.7 billion deal with Warner Bros. Discovery Inc.-Charles Schwab (SCHW) reported a surge in average daily trading volume in the fourth quarter as retail investors sought to take advantage of the end of a strong year for the stock market.-United Airlines (UAL) beat Wall Street estimates for the fourth quarter and anticipates a strong 2026, driven by demand from high-spending domestic passengers and international travelers.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Netflix (NFLX) shares fall after the streaming giant forecast first-quarter earnings below the average analyst estimate. The company also plans to pause its share buybacks in an effort to accumulate cash to fund the pending acquisition of Warner Bros.- Johnson & Johnson’s (JNJ) fourth-quarter sales beat expectations, led by strong growth for several newer cancer treatments, while issuing higher-than-expected 2026 guidance despite a recent deal with the White House to give discounts on some of the company’s key drugs. Sales are projected to be in a range of between $100 billion and $101 billion this year — above the average of analyst estimates. The company sees adjusted earnings of as much as $11.63 a share for the year. J&J said fourth-quarter earnings of $2.46 a share excluding certain items were reduced by 10 cents due to the company’s $3.05 billion deal to buy Halda Therapeutics.- United Airlines Holdings (UAL) beat Wall Street estimates for the fourth quarter and anticipates a strong 2026, driven by demand from high-spending domestic passengers and international travelers.United’s upbeat outlook for demand echoes predictions by Delta Air Lines Inc., though both carriers offered a more cautious view for 2026 after the US aviation industry emerged from a volatile year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Burberry’s sales advanced over the key holiday period as shoppers snapped up the British brand’s tartan scarves and trench coats, especially in China, bolstering hopes of a luxury rebound. The company rose as much as 6.6% in early London trading on Wednesday, the most intraday since November.- Barry Callebaut appointed former Unilever boss Hein Schumacher to succeed Peter Feld as chief executive officer, as the world’s biggest bulk chocolate maker grapples with the fallout from record cocoa prices. Barry Callebaut rose as much as 7.9% in Zurich trading.- Danone fell as much as 12% before trimming the decline. Traders point to broker commentary around an announcement by the Singapore Food Agency recalling additional infant formula products.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Burberry’s sales advanced over the key holiday period as shoppers snapped up the British brand’s tartan scarves and trench coats, especially in China, bolstering hopes of a luxury rebound. The company rose as much as 6.6% in early London trading on Wednesday, the most intraday since November.- Qiagen, the European molecular testing firm, is weighing strategic options including a potential sale amid fresh takeover interest, people with knowledge of the matter said. The stock soared as much as 7% in early Frankfurt trading to the highest level in almost a year.- Rio Tinto Group’s copper production climbed 5% in the fourth quarter thanks to the expansion of underground operations at Oyu Tolgoi in Mongolia. Rio’s Australian-listed shares climbed on the numbers, trading up as much as 2.47% in late morning trading in Sydney.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Netflix (NFLX) shares fell as much as 5.1% in extended New York trading after streaming giant forecast first-quarter EPS below the average analyst estimate. The company also plans to pause its share buybacks in an effort to accumulate cash to fund the pending acquisition of Warner Bros.- United Airlines (UAL) beat Wall Street estimates for the fourth quarter and anticipates a strong 2026 driven by demand from high-spending domestic passengers and international travelers. The airline reported adjusted earnings per share for the fourth quarter of $3.10 and expects its full-year earnings per share for 2026 to be in a range of $12 to $14.- Boeing (BA) shares have recouped their losses following the midair near-disaster involving one of the company’s jets in January 2024.The company’s new leadership appears to have stabilized the business and put it on track for a recovery, with Boeing expected to deliver its first annual profit in seven years in 2026.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.- United Airlines (UAL) beat Wall Street estimates for the fourth quarter as it anticipates a strong 2026 driven by strong demand from high-spending domestic passengers and international travelers. The Chicago-based airline reported adjusted earnings per share for the fourth quarter of $3.10, better than the $2.92 analysts polled by Bloomberg expected on average.- Netflix (NFLX) delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery. The company plans to increase spending on films and TV shows by 10% in 2026 and forecasts earnings of 76 cents a share for the current quarter, below Wall Street estimates of 82 cents.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:  - Amazon (AMZN) sinks after Amazon CEO Andy Jassy said President Donald Trump's sweeping tariffs are starting to be reflected in the price of some items, as sellers weigh how to absorb the shock of the added costs. - Netflix (NFLX) agreed to pay all cash for Warner Bros. Discovery, amending its $72 billion deal in an attempt to fight off Paramount's hostile takeover bid. Netflix originally agreed to buy the company with a mix of cash and stock. To sweeten the offer for shareholders, Netflix and Warner Bros. today announced that Netflix will pay all cash instead. If successful, Netflix's purchase will include HBO Max, WB Studios, and other assets. - Intel (INTC) was upgraded to hold from reduce at HSBC, which noted that agentic artificial intelligence is driving upside to server CPU demand. Shares up 5.5%. Analyst Frank Lee says server CPU demand to outgrow supply, but growth still underestimated by StreetSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- 3M (MMM) drops after the company said its' profit outlook fell narrowly short of Wall Street’s expectations for this year. Adjusted earnings will be $8.50 to $8.70 a share in 2026, the manufacturer said Tuesday in a statement. The midpoint was slightly below the $8.64 average of analyst estimates compiled by Bloomberg. Adjusted sales will climb about 4%, the company said.- Strategy (MSTR) shares fall after the company acquired almost $2.13 billion in Bitcoin over the previous eight days, marking the digital asset treasury company’s largest purchase of the original cryptocurrency since July.- ImmunityBio (IBRX) shares rise after the drug developer said it held a Type B End-of-Phase meeting with the US FDA regarding its supplemental application for its drug to treat bladder cancer. The FDA recommended that the company provide additional information to support a potential resubmission of the supplemental Biologics License Application (sBLA) for Anktiva in combination with Bacillus Calmette-Guérin (BCG.)See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Netflix (NFLX) shares rise after the company reached an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business. The changes are designed to expedite a sale and address claims by Paramount that its cash tender offer is superior.- Applovin (APP) shares slump underperforming tech peers after a negative research report by CapitalWatch. The stock was also weighed down by a broader tech selloff amid rising geopolitical tensions.- Intel (INTC) share rise after the company was was upgraded to hold from reduce at HSBC, which noted that agentic artificial intelligence is driving upside to server CPU demand. Shares up 0.2% premarket.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- 3M (MMM) shares fall after the industrial company gave an outlook for this year’s adjusted earnings per share with a midpoint below what analysts expected. JPMorgan says the company had a “mixed” end to 2025, with adjusted organic growth missing their estimate.- Netflix (NFLX) reached an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business as it battles Paramount Skydance Corp. to acquire one of Hollywood’s most iconic entertainment companies. Netflix, which previously agreed to pay $27.75 a share in cash and stock for the Warner assets, will pay the full amount in cash, according to a filing confirming an earlier Bloomberg News report on the revised terms. Warner Bros. plans to call a special meeting of shareholders to approve the deal. Netflix said stockholders should be able to vote on the transaction by April.- GSK (GSK) agreed to buy Rapt Therapeutics (RAPT), a US-based biotech developing treatments for patients with inflammatory and immunologic diseases, in a deal valued at $2.2 billion.The UK drug company will pay $58 a share, equivalent to an equity value of $2.2 billion, according to a statement Tuesday. The price represents a premium of 65% compared with Rapt Therapeutics’ closing price of $35.10 on Monday.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- GSK (GSK) agreed to buy Rapt Therapeutics (RAPT), a US-based biotech developing treatments for patients with inflammatory and immunologic diseases, in a deal valued at $2.2 billion. The UK drug company will pay $58 a share, equivalent to an equity value of $2.2 billion, according to a statement Tuesday. The price represents a premium of 65% compared with Rapt Therapeutics’ closing price of $35.10 on Monday.- 3M (MMM) expects profit and sales to expand this year, signaling the company’s push to prioritize higher-growth markets and accelerate the introduction of new products will continue to lift its results.Adjusted earnings will be $8.50 to $8.70 a share in 2026, the maker of Post-it notes, roofing granules and electronics materials said Tuesday in a statement that also revealed better-than-expected quarterly results. Analysts had expected $8.64 on average, according to the average of estimates compiled by Bloomberg. Adjusted sales will climb about 4%, the company said.- Homebuilder D.R. Horton (DHI) missed analysts’ estimates for quarterly home orders even as mortgage rates slid. The company reported 18,300 signed contracts for the three months through December, up 3% from a year earlier, according to a statement Tuesday. Analysts were expecting 18,653, the average in a survey compiled by Bloomberg.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- French luxury group LVMH is on track for a seventh straight session of losses, the longest streak since March, after US President Donald Trump signaled he could impose a 200% tariff on French wines and champagne. - Ferretti’s second-largest investor is preparing to propose a shareholder vote to oust directors with connections to the yacht maker’s top owner, China’s Weichai Group, according to people familiar with the matter. - GSK agreed to buy Rapt Therapeutics, a US-based biotech developing treatments for patients with inflammatory and immunologic diseases, in a deal valued at $2.2 billion.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- French luxury group LVMH is on track for a seventh straight session of losses, the longest streak since March, after US President Donald Trump signaled he could impose a 200% tariff on French wines and champagne. - Shares of Wise Plc jumped the most in more than seven months after the money-transfer firm gave an upbeat earnings guidance and said it’s on track to shift its primary listing to the US in the first half of this year.- Italy’s Finance Ministry is backing Banca Monte dei Paschi di Siena SpA Chief Executive Officer Luigi Lovaglio for a new term in the role, according to people familiar with the matter.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Bayer’s shares surged after the US Supreme Court said it would hear the company’s appeal in a Roundup case that could undercut thousands of lawsuits tied to the weedkiller.- Workspace, a landlord that rents space on flexible terms to mostly small- and medium-sized London businesses, is shaking up its top management after a period of turbulence saw shares drop for two consecutive years.- BMW and other european automakers plunged after US President Donald Trump threatened to hike tariffs again in the standoff over Greenland.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Bayer’s shares surged after the US Supreme Court said it would hear the company’s appeal in a Roundup case that could undercut thousands of lawsuits tied to the weedkiller.- BMW and other european automakers plunged after US President Donald Trump threatened to hike tariffs again in the standoff over Greenland.- LVMH drops as much as 4.8%, and is among the weakest members of the Stoxx 600 consumer products and services index on Monday, as Morgan Stanley downgrades to equal-weight, citing a “pause for breath”.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: - Moderna (MRNA) saw it shares surge over the week. On Tuesday, it closed up 17%, marking its best day since December 2022. At the week's close, Arbutus Biopharma got one of its patent revoked by the European Patent Office, which is likely to affect its case against Moderna. Pharmaceutical companies traded higher broadly through the week. - Constellation Energy (CEG), as well as other independent power producers saw shares declined by the week's end after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. Shares of the largest independent power producers slid. Vistra Corp. declined as much at 9.5%, Talen Energy Corp. slipped as much as 11% and Constellation Energy Corp. dropped as much as 10%. - Used-card retailer Carmax (KMX) and Carvana (CVNA) have seen a strong start to 2026 as investors buy the November dip, and tracking data shows unit sales trending higher year-over-year, according to Barclays analyst John Babcock.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. - Morgan Stanley laid out its bullish case for why investors should buy ASML Holding NV (ASML) shares, saying in the most optimistic scenario the stock has a 70% rally ahead as chipmakers ramp up spending to meet soaring demand for artificial intelligence. The Dutch semiconductor equipment maker is one of the bank’s top stock picks. Morgan Stanley analysts said they’re even more positive after Taiwan Semiconductor Manufacturing Co., ASML’s biggest client, showed the AI spending boom isn’t slowing down. ASML shares are up 25% so far in 2026, marking a roaring start to the year.  - ImmunityBio (IBRX) shares advanced for a 11th straight session — a record streak after the company gave efficacy results from a clinical cancer trial. The stock is also on pace for its biggest weekly gain since October 2023 and its best month since December 2019. - Constellation Energy (CEG) as well as other independent power producers saw shares decline after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. Shares of the largest independent power producers slid. Vistra Corp. declined as much at 9.5%, Talen Energy Corp. slipped as much as 11% and Constellation Energy Corp. dropped as much as 10%.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Constellation Energy (CEG) shares are dropping after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. The unprecedented plan has two ambitious goals: First, it aims to accelerate the construction of new power plants — specifically those capable of providing round-the-clock power like natural gas — needed to supply data centers that are crucial to the artificial intelligence boom. And second, it seeks to address growing tensions over who will bear the costs of rising electricity demand as consumers face higher utility bills. Shares of the largest independent power producers slid. Vistra Corp. declined as much at 9.5%, Talen Energy Corp. slipped as much as 11% and Constellation Energy Corp. dropped as much as 10%. - GE Vernova (GEV) traded higher on the major energy shakeup. Jeffries analyst Julien Dumoulin-Smith sees GE Vernova as the clearest winner from these plans as PJM transmission and distribution companies will have less pressure on bills and potential regulated distribution. Shares of the company rose over 7%.  - Freddie Mac (FMCC) and Fannie Mae (FNMA) shares are on an extended days-long losing streaks after Federal Housing Finance Agency Director Bill Pulte cheered President Trump’s decision not to sell the mortgage-finance companies during his first term. Earlier this week, shares of both mortgage-finance giants sunk to their lowest levels since late November as investors continued to assess the impact of a slew of economic proposals from President Trump that are linked to housing.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- PNC Financial (PNC) shares rose to a four-year high after the regional bank reported a 9% increase in fourth-quarter revenue, beating analysts’ estimates. Non-interest income in the fourth quarter was up 14% to $2.34 billion, driven by fees from the capital-markets and advisory business, which surged 41% to $489 million.-GE Vernova (GEV) shares are up after President Donald Trump and US Northeastern state governors agreed to push for an emergency wholesale electricity auction to compel technology companies to fund new power plants.-HP (HPQ) shares fall after Barclays downgraded the PC company to underweight from equal-weight. “Secular challenges across both PCs and Printing, combined with a lack of catalyst, will cause the stock to remain pressured in 2026,” writes analyst Timothy Long.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- AST SpaceMobile (ASTS) shares soar the most since December and enough to reach an intraday record, after the satellite internet company was given prime contract position for the US Missile Defense Agency’s SHIELD program, which is connected to Donald Trump’s Golden Dome effort. - PNC Financial (PNC) shares rise after the regional bank forecasted net interest income growth for 2026 of about +14%. It also reported revenue that came in above the average analysts estimates. - Vistra (VST) shares dropped to push for an emergency wholesale electricity auction to compel technology companies to fund new power plants.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- ImmunityBio (IBRX) shares are set to extend their advance for a 11th straight session — a record streak, after the firm reported preliminary earnings.- Shares of memory and storage company, Micron (MU,) are rising - set to extend strong year-to-date advances. Memory and storage components are a critical part of AI infrastructure, and the group has seen swift growth as companies spend to build out AI- JB Hunt Transport Services (JBHT) shares fall after the trucking company’s fourth-quarter revenue missed estimates, extending the ongoing freight slump. Analysts are largely positive about the results, with Citi noting the company had a high bar to beat after a near 50% rally since reporting last quarter.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- PNC Financial (PNC) shares are up after the regional bank forecast net interest income growth for 2026 of about +14%. It also reported revenue that came in above the average analysts estimates. - JB Hunt Transport Services (JBHT) shares fall as much as 5.4% in premarket trading on Friday after the trucking company’s fourth-quarter revenue missed estimates, extending the ongoing freight slump. Analysts are largely positive about the results, with Citi noting the company had a high bar to beat after a near 50% rally since reporting last quarter.- Novo Nordisk (NVO) shares gain, among the top performers in the Stoxx 600 Index on Friday morning. The UK’s medicines regulator has approved a higher dose of Wegovy for patients with obesity, according to a statement.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Worthington Steel, Klöckner signed business combination agreement, and Swoctem GmbH, Klöckner’s largest shareholder, committed to tender its 41.5% stake. Klöckner shares rose almost 30% at the open. - Porsche AG’s deliveries fell 10% last year, the steepest drop since 2009 when the global financial crisis roiled markets, following weak demand for electric vehicles and a slump in China.- Gym Group gets upgraded to outperform from sector perform by RBC, which sees revenue-driven profit growth for the UK-based gym operator after it introduced cheaper off-peak memberships. Stock has risen 8.6% YTD to 161.80pSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Worthington Steel, Klöckner signed business combination agreement, and Swoctem GmbH, Klöckner’s largest shareholder, committed to tender its 41.5% stake. Klöckner shares rose almost 30% at the open. - RBC Capital Markets upgrades Close Brothers Group to outperform from sector perform, noting the lender has “more fat” to trim on costs. The stock rose as much as 5.5%. - Delfin Sarl, the investment firm of the billionaire Del Vecchio family, denied it’s in talks with UniCredit SpA over potentially selling its 17.5% stake in rival lender Banca Monte dei Paschi di Siena SpA.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Morgan Stanley (MS) shares jump as much as 4.5% after the bank reported wealth management net revenue for the fourth quarter that beat the average analyst estimate, while FICC sales & trading revenue came in below estimates. The company reported record annual net income, with total investment-banking fees at $2.41 billion, up from a year ago, and net new assets in the wealth business at $122.3 billion.- Vail Resorts (MTN) shares slump 4.6% in premarket trading after the ski report operator said now expects full-year resort reported Ebitda to be just below the low end of its September 29 guidance range of $842 million to $898 million, with the company adding that it experienced one of the worst early season snowfalls in the western US in over 30 years.- Shares of JB Hunt (JBHT) fell 4.6% after the trucking company’s fourth-quarter revenue of $3.10 billion slightly missed estimates, with dedicated contract services revenue of $842.9 million trailing an estimate of $868.4 million.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Goldman Sachs (GS) blew through expectations for equities-trading revenue, posting an all-time Wall Street record of $4.31 billion in the final three months of last year. That was higher than the previous record for any bank, set by Goldman in the second quarter of 2025. It also came in nearly $700 million higher than what analysts had expected for the quarter, according to the average estimate compiled by Bloomberg. Shares of the Wall Street giant traded higher. - Morgan Stanley (MS)’s debt bankers increased revenue 93% in the fourth quarter, by far the biggest jump on Wall Street and capping a record year for that business. The firm’s debt-underwriting revenue came in at $785 million for the last three months of the year, according to a statement Thursday, while analysts were expecting $635 million. That brought total investment-banking fees to $2.41 billion, up 47% from a year ago. The company reported record annual net income. Shares of Morgan Stanley rose 3.7% after earnings were released. They’ve climbed 44% in the past 12 months, more than the 9.9% increase for the S&P 500 Financials Index.  - BlackRock (BLK) pulled in $342 billion of total client cash in the fourth quarter, pushing the firm to a record $14 trillion of assets as it integrates a string of recent acquisitions to become a force in private markets. Investors added $268 billion on a net basis to its long-term investment funds, including $181 billion to its exchange-traded fund business that now has $5.5 trillion overall, BlackRock said Thursday in a statement announcing full-year and quarterly earnings. The tally in the last three months of the year pushed the total annual haul, including money-market and cash-management funds, to $698 billion, setting a new record. Shares of BlackRock rose 5.2% in New York after earnings. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Goldman Sachs (GS) shares rise after the firm posted an all-time Wall Street record of $4.31 billion in equities-trading revenue in the final three months of last year. The firm raised its dividend to $4.50 per share and increased targets for its asset- and wealth-management business, which posted a quarterly record for fees.- Applied Materials (APLD) shares jump after Barclays upgraded the stock to overweight from equal-weight. The chip-tool maker is also getting a boost after TSMC set a bullish capital spending target, signaling strong demand for AI chips. - Coinbase Global (COIN) shares fall after the US Senate Banking Committee delayed its discussion of the crypto market structure bill and Coinbase pulled support of the bill due to its limits on stablecoin rewards.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Taiwan Semiconductor Manufacturing Company (TSMC) ADRs are down after the company said it expects 2026 sales to grow by close to 30% in USD teams.- ASML soars after it surpassed $500 billion in market value after Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026.- Boston Scientific (BSX) shares drop after the company agreed to buy Penumbra Inc. in a deal valued at more than $14 billion to expand in the treatment of blood clots and stroke.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Morgan Stanley’s (MS) debt bankers increased revenue 93% in the fourth quarter, by far the biggest jump on Wall Street and capping a record year for that business. The firm’s debt-underwriting revenue came in at $785 million for the last three months of the year, according to a statement Thursday, while analysts were expecting $635 million. That brought total investment-banking fees to $2.41 billion, up 47% from a year ago. The company reported record annual net income.- Goldman Sachs (GS) blew through expectations for equities-trading revenue, netting an all-time Wall Street record of $4.31 billion in the final three months of last year. That trumps the previous all-time high for any bank, set by Goldman in the second quarter of 2025. The bank also raised its dividend to $4.50 per share, it said in a statement Thursday.- US-listed shares of Taiwan Semiconductor Manufacturing Co. (TSMC) are up, after the chipmaker’s results and forecast were seen as strong underscoring that demand trends related to AI remain robust.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- BlackRock (BLK) shares are up after the asset manager reported adjusted EPS and net inflows that came in above the average analyst estimates. - Taiwan Semiconductor Manufacturing Company (TSMC) is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom.Asia’s most valuable company expects expenditures of $52 billion to $56 billion this year, up at least a quarter from 2025. It also foresees revenue growth of close to 30% in 2026, faster than the average analyst estimate. Shares in key supplier ASML Holding NV rose 7.6% to a record in Europe, sending its market value beyond $500 billion.- Spotify Technology (SPOT) is raising the price of its premium subscription service by 8% in an effort to achieve sustained profitability. The Swedish audio giant said Thursday prices will increase in the US, its largest market, to $13 a month from $12 a month, and will also go up in Estonia and Latvia. The company had already raised fees in some other countries last year, though it hadn’t bumped up US consumers since 2024.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Schroders shares gain as much as 7.8%, hitting their highest level since August 2023, after the asset management group said annual adjusted operating profit will come in ahead of expectations. Citi said the beat is strong and should reassure investors.- ASML shares soared to a record high, sending its market value beyond $500 billion, after Asian peer Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026. The Dutch semiconductor equipment maker rose as much as 7.6%, extending its year-to-date gain to 25%.- Wizz Air’s chief executive officer raised the budget carrier’s growth projection for this fiscal year after cutting it two months ago, saying the company is adding Airbus jets and returning grounded planes to the skies. Shares rose as much as 3.4% in Thursday morning trading in London after four days of declines.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Richemont sales jumped to a record in the final months of last year as holiday shoppers splurged on its watches and Cartier jewelry, led by demand in the US and the Middle East. It's shares rose 2.6% on the news.- ASML shares soared to a record high, sending its market value beyond $500 billion, after Asian peer Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026. The Dutch semiconductor equipment maker rose as much as 7.6%, extending its year-to-date gain to 25%.- Swedbank rose 6%. Trading volume was 106 times the average for this time of day.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Bank of America (BAC)’s equity traders posted their best fourth quarter ever as the company reaped the benefits of volatile markets and net interest income topped analysts’ estimates. Revenue from equity trading rose 23% to $2.02 billion in the final three months of the year, according to a statement Wednesday. Analysts had been expecting equity-markets revenue of close to $1.9 billion. That helped give Bank of America earnings of 98 cents a share, topping analysts’ estimates. Still, shares declined amid concerns about expenses. Shares of Charlotte, North Carolina-based Bank of America dropped on Wednesday to its biggest decline on an earnings day since 2020. They’ve gained 15% in the past 12 months, less than the 19% increase in the S&P 500.- Citigroup (C) Chief Financial Officer Mark Mason said the lender wants to cooperate with President Donald Trump’s affordability push but doesn’t support his proposed cap on credit card fees. Banking industry groups have said that a 10% limit on rates threatens to cut credit availability to certain customers, especially those with subprime credit scores. Shares of the big bank fell during trading today.- Royal Caribbean (RCL) shares fell as much as 4.7% on Wednesday after Citi analyst James Hardiman issued a downside 30-day short-term view on the cruise operator ahead of its quarterly report expected towards the end of the month.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.- Dow Chemicals (DOW), LyondellBasell (LYB) and other US chemicals stocks are rising Wednesday as higher oil prices are giving gas-based producers an advantage and as analysts see upside for US chemicals and fertilizer firms. - Bank of American (BAC)’s equity traders posted their best fourth quarter ever as the company reaped the benefits of volatile markets and net interest income topped analysts’ estimates. Revenue from equity trading rose 23% to $2.02 billion in the final three months of the year, according to a statement Wednesday. Analysts had been expecting equity-markets revenue of close to $1.9 billion. That helped give Bank of America earnings of 98 cents a share, topping analysts’ estimates. Still, shares declined amid concerns about expenses. They’ve gained 15% in the past 12 months, more than the 12% increase in the S&P 500 Financials Index.-Lululemon shares fall as much as 2.1% after the Supreme Court did not issue an opinion on the legality of IEEPA tariffs. The second opinion day with no comments on the duties. The court hasn’t said when it will next issue opinions. Toy stocks Mattel and Hasbro are down as much as 3% and 2.9%, respectivelySee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- LyondellBasell (LYB) and other US chemicals stocks are rising Wednesday as higher oil prices are giving gas-based producers an advantage and as analysts see upside for US chemicals and fertilizer firms.- Wells Fargo (WFC) missed analysts’ profit estimates as severance costs drove up expenses. Shares of the company fell by the most in six months. The bank spent $612 million on severance as part of a plan designed to cut costs. Expenses were $13.7 billion, compared with the $13.6 billion predicted by analysts in a Bloomberg survey, according to a statement Wednesday. The fourth-largest US bank generated $21.3 billion in net income for 2025, compared with analysts’ estimates of $21.6 billion. Shares of the company, up 25% in the past 12 months, fell as much as 5.8% in New York, the biggest intraday decline since July 15.- Royal Caribbean (RCL) shares fall as much as 4.7% on Wednesday after Citi analyst James Hardiman issued a downside 30-day short-term view on the cruise operator ahead of its quarterly report expected towards the end of the month.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Adient (ADNT) shares jump the most intraday since July — after UBS analyst Joseph Spak raised his recommendation on the auto supplier to buy from neutral.- Royal Caribbean (RCL) shares slide after Citi analyst James Hardiman issued a downside 30-day short-term view on the cruise operator ahead of its quarterly report expected towards the end of the month.- Wells Fargo (WFC) shares slump after the firm missed analysts’ profit estimates as severance costs drove up expenses, with the bank spending $612 million on severance.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Wells Fargo (WFC) shares slump after the firm missed analysts’ profit estimates as severance costs drove up expenses, with the bank spending $612 million on severance.- Coinbase (COIN) shares rise after news a new proposal tied to crypto market structure legislation would allow digital-asset companies to offer rewards to customers who hold stablecoins, with some exemptions.- Palo Alto (PANW) shares fall after Reuters reported that China has told domestic companies to stop using cybersecurity software made by about a dozen US and Israeli firms due to national security concerns, citing people familiar with the matter.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Wells Fargo & Co. (WFC) missed analysts’ profit estimates as severance costs drove up expenses.The bank spent $612 million on severance as part of a plan designed to cut costs. Expenses were $13.7 billion, compared with the $13.6 billion predicted by analysts in a Bloomberg survey, according to a statement Wednesday.- Bank of America's (BAC) equity traders posted their best fourth quarter ever as the company reaped the benefits of volatile markets and net interest income topped analysts’ estimates. Revenue from equity trading rose 23% to $2.02 billion in the final three months of the year, according to a statement Wednesday. Analysts had been expecting equity-markets revenue of close to $1.9 billion. That helped give Bank of America earnings of 98 cents a share, topping analysts’ estimates.- After years of lagging behind peers on Wall Street, Citigroup’s (C) dealmakers are narrowing the gap.Chief Executive Officer Jane Fraser’s bank posted an 84% surge in financial advisory fees in the fourth quarter, capping a year in which the firm’s revenue from handling mergers rose by more than half to an all-time record. The haul, announced in an earnings report Wednesday, defied larger rival JPMorgan Chase & Co.’s relatively sluggish growth in that business — up just 6% in 2025.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Wells Fargo (WFC) missed analysts’ profit estimates as severance costs drove up expenses and net interest income fell short. The bank spent $612 million on severance as part of a plan designed to cut costs. Expenses climbed to $13.7 billion, compared with the $13.6 billion predicted by analysts in a Bloomberg survey, according to a statement Wednesday.- Bank of America (BAC) reported net interest income for the fourth quarter that beat the average analyst estimate.- Netflix (NFLX) is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company’s studios and streaming businesses, people familiar with the discussions said.The changes are designed to expedite a sale that will take months to close and has faced opposition both from politicians and rival bidder Paramount Skydance Corp. Institutional investors have been divided in their support.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- BP said it expects to take as much as $5 billion in writedowns for the fourth quarter, just weeks after replacing its chief executive officer as it strives to turn around its fortunes.- Hays drops as much as 1.5% to the lowest since 1993 after delivering a sharper drop in like-for-like growth than expected during the latest quarter as the tough environment for recruiters continues. - EssilorLuxottica shares gain as much as 2.9% after HSBC raised its recommendation to buy from hold due to growth in smart glasses.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- BP said it expects to take as much as $5 billion in writedowns for the fourth quarter, just weeks after replacing its chief executive officer as it strives to turn around its fortunes.- Goldman favors asset-light exposure in global logistics with analyst Patrick Creuset cutting hit recommendation on Maersk to sell.- Vistry sold 9% fewer homes in 2025 after uncertainty driven by the UK budget created a “subdued market” in the second half of the year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- JPMorgan Chase (JPM) fell 4.2%. The bank's profit declined 7% in the fourth quarter, even as revenue rose on the back of higher fees and interest income. This after JPMorgan warned that President Donald Trump’s call for a 10% cap on credit card rates threatens to “significantly change” its business and would harm the biggest US bank and customers.- Meta Platforms (META) is beginning to cut more than 1,000 jobs from the company’s Reality Labs division, part of a plan to redirect resources from virtual reality and metaverse products toward AI wearables and phone features. Meta shares closed at 1.69%- Delta Air Lines (DAL) provided a profit forecast that fell short of Wall Street estimates, with the major US airline taking a more cautious view for 2026 after the aviation industry emerged from a volatile year. Shares in Atlanta-based Delta fell 1.5% to $70 as of 11:07 a.m. New York time after it reported quarterly results on Tuesday. United Airlines was up fractionally, while American Airlines fell 1.7%See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Meta Platforms (META) shares fall after news that Meta Platforms Inc. and EssilorLuxottica SA are discussing potentially doubling production capacity for AI-powered smart glasses by the end of this year to capture growing demand and head off rivals. - Delta Airlines (DAL) shares fall after the company provided a profit forecast that fell short of Wall Street estimates, suggesting the major US airline is taking a more cautious view for 2026 after the aviation industry emerged from a volatile year. - L3Harris Technologies (LHX) shares rise after news that the US Department of Defense is set to invest in L3Harris Technologies Inc.'s missile unit with a $1 billion convertible preferred security. The investment will "significantly" increase capacity to build solid rocket motors for US missiles, according to L3Harris.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- JPMorganChase (JPM) shares are up after earnings. The firm expects to earn about $103 billion in net interest income this year, more than analysts expected, and said the US economy has remained resilient with consumers continuing to spend and businesses generally remaining healthy.- Delta Airlines (DAL) shares fall after the company provided a profit forecast that fell short of Wall Street estimates, suggesting the major US airline is taking a more cautious view for 2026 after the aviation industry emerged from a volatile year. - Alphabet (GOOGL) shares rise as analysts for both Apple and Alphabet are positive on the news that Alphabet’s Google has entered multiyear deal to power the iPhone maker’s AI technology, including its Siri digital assistant.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Delta Air Lines (DAL) is ordering 30 Boeing Co. 787 Dreamliner jets in its first-ever purchase of that model, providing a boost to the US planemaker that highlights the airline’s optimism for international travel demand.The announcement came as Atlanta-based Delta reported earnings for the fourth quarter that beat analyst estimates. Revenue last year rose to a record $58.3 billion, in line with analysts’ expectations, it said on Tuesday- L3Harris (LHX) shares gain after the contractor said the Department of Defense is set to invest in its Missile Solutions business through a $1 billion convertible preferred security, which would automatically convert into common equity upon the unit’s planned IPO.- Travere Therapeutics (TVTX) slumps after the biotech firm said it received a request from the FDA to clarify the clinical benefit of its therapy that treats a rare kidney disease, a move that analysts said could delay the approval by the agency.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- JPMorgan Chase's (JPM) investment-banking fees unexpectedly fell in the fourth quarter, missing the firm’s own guidance from just last month. The biggest US bank generated $2.35 billion from the business in the last three months of 2025, down 5% from a year earlier, according to a statement Tuesday. The firm said in December that it expected a percentage gain in the “low single digits.” The investment-banking results were largely driven by a surprise 2% decline in debt-underwriting fees while analysts expected a 19% gain.- Delta Air (DAL) shares slump after the carrier gave profit forecast for the full year 2026, with the midpoint of the range falling short of the average analyst estimate. Delta is also ordering 30 Boeing Co. 787 Dreamliner jets in its first-ever purchase of that model, providing a boost to the US planemaker that highlights the airline’s optimism for international travel demand.- L3Harris (LHX) shares gain after the contractor said the Department of Defense is set to invest in its Missile Solutions business through a $1 billion convertible preferred security, which would automatically convert into common equity upon the unit’s planned IPO.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- BAE Systems and Leonardo shares fall as much as 1.6% as Deutsche Bank cuts its ratings as part of several changes in European defense. Thales is down as much as 2.3%- Diageo — the maker of Guinness and Johnnie Walker — is considering options for its China assets, including a sale. Advisers have been tasked with sounding out interest from local buyers and private equity houses. Shares rose more than 2% in early trading on the news, as investors kept spirits up.- Raspberry Pi shares drop as much as 10%, slumping to a record low, after the computing company’s strong results were overshadowed by its warning over the rapid increase in the cost of DRAM memory chips.See omnystudio.com/listener for privacy information.