Stock Movers

On this episode of Stock Movers:- Ulta (ULTA) raised its full-year outlook after reporting better-than-expected results in the third quarter, a sign that consumers are overcoming any reluctance to spend and shelling out for cosmetics and hair supplies. The company now expects comparable sales to be up as much as 4.7% in the current fiscal year. Ulta guided in August for that figure to be up as much as 3.5%. It also raised its outlook for net sales and earnings per share. The stock jumped 4.9% at 4:25 p.m. in extended trading in New York on Thursday. It has advanced 23% this year through Thursday’s close. - HPE (HPE) gave an outlook for sales in the current quarter that fell short of analysts’ estimates, suggesting the company isn’t meeting high expectations for the sales of its AI servers. Revenue will be $9 billion to $9.4 billion and profit, excluding some items, will be 57 cents to 61 cents in the period ending in January, HPE said Thursday in a statement. Analysts, on average, projected sales $9.88 billion and profit of 53 cents, according to data compiled by Bloomberg. The shares declined about 2.5% in extended trading after closing at $22.90 in New York. The stock had gained 6.7% this year through Thursday’s close.- SoFi Technologies (SOFI) is seeking to raise $1.5 billion in a share sale, as the financial technology firm diversifies beyond lending into other products. The San Francisco-based company is working with Goldman Sachs Group Inc. on the share sale, according to a statement Thursday. SoFi is offering shares for $27.50 to $28.50 each, according to people familiar with the matter, who asked not to be identified as the information isn’t public. The price range represents a discount of as much as 7.1% to Thursday’s close of $29.60. Shares fell 5.8% to $27.89 each in after-hours trading as of 5:05 p.m. in New York. Its stock climbed 92% in the year through Thursday’s market close.See omnystudio.com/listener for privacy information.

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, David Gura, Alexis Christoforous and Carol Massar. On this episode of Stock Movers: - Meta Platforms (META) was the top Mag 7 gainer today, closing 3.43% higher. Mark Zuckerberg is expected to meaningfully cut resources for building the so-called metaverse, an effort that he once framed as the future of the company and the reason for changing its name from Facebook. The metaverse group was asked to cut deeper due to a lack of industry-wide competition and scrutiny from investors and watchdogs over the technology. - GE Vernova (GEV) closed higher after Barclays analysts raised its price target. The company has also been commissioned for a second wind turbine in Romaina. - Intel (INTC) is down 7.45% at the close. The company is shelving plans to spin off or sell a stake in its networking division, deciding it's more likely to succeed as an internal unit. It ended talks with Ericsson, which had discussed buying a stake in the division, to keep it in-house for tighter integration between silicon, software and systems.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Dollar General (DG) is higher after the company raised its full-year outlook, showing how value-focused retailers are winning over consumers hunting for deals. Dollar General cited share gains in its consumable and non-consumable categories, with growth in seasonal goods, home products and apparel. - Paramount Skydance (PSKY) is lower by about 1% after accusing Warner Bros. Discovery of failing to conduct a fair auction, saying the film and TV company isn’t acting in its shareholders’ best interests. Paramount's attorneys said Warner Bros. "appears to have abandoned the semblance and reality of a fair transaction process" and has "embarked on a myopic process with a predetermined outcome that favors a single bidder" - Meta Platforms (META) shares jumped. Mark Zuckerberg is expected to meaningfully cut resources for building the so-called metaverse, an effort that he once framed as the future of the company and the reason for changing its name from Facebook Inc. The metaverse group was asked to cut deeper due to a lack of industry-wide competition and scrutiny from investors and watchdogs over the technology.See omnystudio.com/listener for privacy information.

Meta's (META) Mark Zuckerberg is expected to cut resources for building the metaverse, which he once framed as the future of the company. Executives are considering potential budget cuts as high as 30% for the metaverse group next year, which could include layoffs as early as January Five Below (FIVE) raised its profit outlook for the third time in its fiscal year, lifted by demand for budget-friendly trendy goods as US consumer sentiment wanes amid high prices and a weaker labor market. The Philadelphia-based company now sees comparable sales rising about 9.4% to 10.1% in the fiscal year, up from roughly 5% to 7% it saw previously. Adjusted earnings per share is forecast between $5.71 and $5.89, above its previous guidance of $4.76 and $5.16. Kroger (KR) lowered the top end of its full-year sales forecast, suggesting that competition is intensifying among food sellers for discerning consumers. The nation’s largest supermarket operator said it now comparable sales to grow between 2.8% to 3%, minus fuel, versus the previous guidance of a 2.7% to 3.4% increase.  See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:Meta (META) Meta shares are getting a boost, helping futures move higher, after Bloomberg News reported that it’s expected to meaningfully cut resources for building the so-called metaverse, an effort that CEO Mark Zuckerberg once framed as the future of the company. The reaction indicates clear relief from investors, who have seen it as a drain on resources with little payoff so far. Snowflake (SNOW) Snowflake shares fall as much as 9% in premarket trading after the software company issued a forecast for operating margin in the current quarter that fell short of the average analyst estimate. Analysts noted a deceleration in product revenue growth. Dollar General (DG) Dollar General shares rise 7.4% after the retailer reported its third beat-and-raise quarterly report this year, driven by gross margin outperformance. Sebastian EscobarSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Dollar General (DG) shares rise after the retailer reported its third beat-and-raise quarterly report this year, driven by gross margin outperformance. - Snowflake (SNOW) shares fall after the software company issued a forecast for operating margin in the current quarter that fell short of the average analyst estimate. Analysts noted a deceleration in product revenue growth. - Hormel (HRL) shares rise after the protein producer’s 3Q adj. EPS forecast beat the company’s recently lowered guidance, as well as the Street consensus. In addition, the midpoint of Hormel’s Fiscal 2026 annual adjusted EPS guidance is also ahead of expectations.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Dollar General (DG) boosted its comparable sales forecast for the full year. For fiscal year 2026, the Company plans to execute about 4,730 real estate projects, including opening approximately 450 new stores in the US and about 10 new stores in Mexico, fully remodeling about 2,000 stores through Project Renovate, remodeling about 2,250 stores through Project Elevate, and relocating about 20 stores- Costco (COST) shares are down in extended trading after the retailer reported total comparable sales - Salesforce (CRM) gave an outlook for revenue in the current period that topped analysts’ estimates, suggesting the software company is persuading customers to buy its AI tools.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Rio Tinto fluctuated in London on Thursday after the diversified miner forecast 2026 copper production that missed analyst expectations.- Philips shares drop as much as 4.3%, worst performer in the Stoxx 600 Health Care Index on Thursday morning, after Citi analysts noted tariff and China challenges for 2026. _ Trustpilot shares fall as much as 8.7% after Grizzly Research published a report on the consumer-review company.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- JPMorgan has a bullish view on European capital goods into 2026, with upgrades for Siemens Energy and Schneider Electric giving it 21 overweight ratings within the sector, compared with only three underweights.- BofA Global Research raised the recommendation on Mercedes-Benz to neutral from underperform.-European semiconductor stocks with data‑center and 5G exposure advance after US peer Marvell Technology reassured investors that its custom chip-design unit is winning repeat orders, signaling continued growth as the company benefits from runaway spending on AI computing. STMicro rose as much as 3.8% as of this morning in London.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Salesforce (CRM) gave an outlook for revenue in the current period that topped analysts’ estimates, suggesting the software company is persuading customers to buy its AI tools. Revenue will be $11.1 billion to $11.2 billion in the period ending in January, the company said Wednesday in a statement. Analysts, on average, estimated $10.9 billion. Current remaining performance obligations, a measure of bookings, will increase about 15%, compared with analysts’ estimates of a 10% rise. The shares gained about 5% in extended trading after closing at $238.72 in New York. The stock has dropped 29% this year through Wednesday’s close as investors have grown concerned about AI disrupting incumbent application software makers. - Snowflake (SNOW) gave an outlook for operating margin that fell short of analysts’ estimates, raising concerns among investors about the profitability of new AI-based tools. Adjusted operating income margin will be about 7% in the period ending in January, the company said Wednesday in a statement. Analysts, on average, projected 8.5%, according to data compiled by Bloomberg. Product revenue will be about $1.2 billion, compared with an average estimate of $1.19 billion. The shares fell as much as 7.9% in extended trading after closing at $265 in New York. The stock, which had jumped 72% this year, pared some of its losses after the Anthropic partnership was announced.- Microsoft (MSFT) shares slid after the Information reported that the software maker has lowered expectations for getting business customers to spend money on the cloud unit’s marketplace for artificial intelligence models and agents. Several divisions at Microsoft have lowered quotas for how much salespeople are supposed to increase sales of certain AI products after many of them missed their targets in the fiscal year that ended in June, the Information reported, citing two salespeople in the Azure cloud division. The unusual shift reflects how Microsoft is compensating for companies’ resistance to pay more for AI, according to the report.See omnystudio.com/listener for privacy information.

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, Tim Stenovec and Carol Massar.On this episode of Stock Movers:- American Eagle Outfitters (AEO) posted third-quarter results that outpaced expectations and raised its outlook as the apparel chain pivots quickly from weakness earlier this year. Comparable sales are expected to rise in the low single digits for the full fiscal year, the company said in a statement, up from its previous view that they’d be flat. Revenue and earnings per share for the third quarter also surpassed the average of analyst estimates.- Meta Platforms (META) is hiring Alan Dye, Apple's (AAPL) "most prominent design executive" who has served as the head of Apple's user interface design team since 2015. Apple's stock dropped 0.6% on the news.- Netflix Inc (NFLX) shares slipped on Wednesday following reports that the company has submitted a mostly cash bid for Warner Bros. Discovery Inc's (NASDAQ:WBD) studios and streaming division.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Apple (AAPL) share slid on word that Meta poached its most prominent design executive in a major coup that underscores a push by the social networking giant into the AI-equipped consumer devices. The company is hiring Alan Dye, who has served as the head of Apple’s user interface design team since 2015, according to people with knowledge of the matter. Apple is replacing Dye with longtime designer Stephen Lemay, according to the people, who asked not to be identified because the personnel changes haven’t been announced.- Microsoft (MSFT) shares slid after the Information reported that the software maker has lowered expectations for getting business customers to spend money on the cloud unit’s marketplace for artificial intelligence models and agents. Several divisions at Microsoft have lowered quotas for how much salespeople are supposed to increase sales of certain AI products after many of them missed their targets in the fiscal year that ended in June, the Information reported, citing two salespeople in the Azure cloud division. The unusual shift reflects how Microsoft is compensating for companies’ resistance to pay more for AI, according to the report.- Boeing (BA) shares fell after the FTC announced conditions for the planemaker’s acquisition of Spirit AeroSystems to go forward. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Microsoft (MSFT) shares slide after the Information reported that the software maker has lowered expectations for getting business customers to spend money on new artificial intelligence products. Several divisions at Microsoft have lowered quotas for how much salespeople are supposed to increase sales of certain AI products after many of them missed their targets in the fiscal year that ended in June.- CrowdStrike (CRWD) shares dip after the software company reported its third-quarter results and provided an outlook. Analysts view annual recurring revenue (ARR) as a particular positive of the report, although they’re debating the outlook in the context of high expectations.- Macy’s (M) shares fall after the company declined after its profit forecast for the current quarter disappointed investors, despite posting better-than-expected results. The company expects its adjusted diluted earnings per share to range between $1.35 to $1.55 in the current quarter, with Chief Executive Officer Tony Spring striking a cautious note on consumer spending.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Marvell Technology (MRVL) shares rally after the company reassured investors that its custom chip-design unit is winning repeat orders, signaling continued growth as the company benefits from spending on AI computing.- Gitlab (GTLB) shares fall after the software company’s results and forecast were seen as underwhelming. Bloomberg Intelligence wrote that the report reinforces concerns about AI.- Microchip (MCHP) shares gain after the the semiconductor device company forecasted adjusted earnings per share for the third quarter that beat the average analyst estimate.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of Macy's (M) declined ahead of the opening bell after its profit forecast for the current quarter disappointed investors, overshadowing solid results in the lead-up to the holiday shopping season. The company said it expects its adjusted diluted earnings per share to range between $1.35 to $1.55 in the current quarter. The midrange of that forecast is below the average estimate of analysts. Macy’s Chief Executive Officer Tony Spring struck a cautious note on consumer spending in the coming weeks, saying in an interview that guidance was “prudent” and that the company is facing strong results from a year ago.- Shares of American Eagle Outfitters (AEO) rallied ahead of the US market open after the company posted third-quarter results that outpaced expectations and raised its outlook as the apparel chain pivots quickly from weakness earlier this year. Comparable sales are expected to rise in the low single digits for the full fiscal year, the company said in a statement, up from its previous view that they’d be flat. Revenue and earnings per share for the third quarter also surpassed the average of analyst estimates.- Shares of Marvell Technology (MRVL) rallied in the early session after the chipmaker said during its conference call that it expects data center revenue to grow by more than 25% next fiscal year. The company also announced plans to acquire startup Celestial AI for about $3.25 billion. On a post-earnings conference call with analysts, Marvell said it’s now more bullish about revenue growth next year and predicted that custom chip sales will increase 20%. Large customers have renewed orders, and Marvell said there won’t be a repeat of previous “air pockets,” when sales in that unit have declined.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of Dollar Tree (DLTR) moved higher in premarket trading after the company reported better-than-expected profit and raised its full-year earnings outlook, a sign the discount retailer is capturing more spending from stretched shoppers. Adjusted diluted earnings per share rose to $1.21 last quarter, higher than analysts expected, as same-store sales grew 4.2%, Dollar Tree said in a statement. The results indicate that Dollar Tree’s low-price model — 85% of its products cost $2 or less — is resonating as strained consumers prioritize essentials and purchase fewer discretionary items.- Shares of American Eagle Outfitters (AEO) rallied ahead of the US market open after the company posted third-quarter results that outpaced expectations and raised its outlook as the apparel chain pivots quickly from weakness earlier this year. Comparable sales are expected to rise in the low single digits for the full fiscal year, the company said in a statement, up from its previous view that they’d be flat. Revenue and earnings per share for the third quarter also surpassed the average of analyst estimates. - Shares of Marvell Technology (MRVL) rallied in the early session after the chipmaker said during its conference call that it expects data center revenue to grow by more than 25% next fiscal year. The company also announced plans to acquire startup Celestial AI for about $3.25 billion. On a post-earnings conference call with analysts, Marvell said it’s now more bullish about revenue growth next year and predicted that custom chip sales will increase 20%. Large customers have renewed orders, and Marvell said there won’t be a repeat of previous “air pockets,” when sales in that unit have declined.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- HSBC unexpectedly appointed Brendan Nelson as its next chair, choosing an insider to replace hard-charging financier Mark Tucker who has led Europe’s largest lender for much of the last decade.- Qatar’s sovereign wealth fund sold a stake worth about £266 million ($352 million) in J Sainsbury Plc, bringing an end to its near two-decade run as the largest shareholder in the supermarket.- Inditex sales accelerated in November, the Zara owner highlighting its resilience in the face of weakening consumer sentiment that’s hitting many of its peers.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Inditex sales accelerated in November, the Zara owner highlighting its resilience in the face of weakening consumer sentiment that’s hitting many of its peers. Shares soared.- Stellantis gains as much as 8.4% after UBS analyst Patrick Hummel raised his recommendation on the carmaker to buy from neutral and following a report that the White House will announce new fuel efficiency standards for automobiles. - Smiths Group agreed to sell its unit that makes airport security scanners to private equity firm CVC Capital Partners at an enterprise valuation of £2 billion ($2.7 billion).See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Boeing (BA) shares advanced as much as 9.2% after Malave’s comments, which provided the first detailed look at the planemaker’s cash projections for 2026. The company expects to generate cash again in 2026, with positive free cash flow to reach the “low-single digits” billions of dollars. They still expect to eventually reach the $10 billion cash-generation target outlined by the previous management team, according to Boeing Chief Financial Officer Jay Malave.- Shares in Eric Trump’s crypto mining business lost more than half their value in less than 30 minutes on Tuesday. The nosedive of American Bitcoin Corp, (ABTC)which triggered repeated trading halts, followed the steep decline of many cryptocurrencies and crypto-linked companies into what some observers are calling the onset of a “crypto winter”. Bitcoin’s value has fallen sharply since the start of October and erased a year of large gains.- Marvell Technology (MRVL) announced plans to acquire startup Celestial AI for about $3.25 billion, part of a push to capture more of the spending on artificial intelligence computing. The payment will include $1 billion in cash and Marvell shares valued at $2.25 billion, with the possibility of additional Marvell shares if Celestial AI hits certain revenue targets.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Boeing (BA) expects to generate cash again in 2026, a significant reversal in the planemaker’s finances as it prepares to boost monthly production rates of its passenger aircraft. The US company expects positive free cash flow to reach the “low-single digits” billions of dollars next year, reversing the $2 billion cash burn seen for 2025, said Boeing Chief Financial Officer Jay Malave, in his first solo presentation at an investor conference since taking over the post in August. The assurances propelled Boeing’s shares, with the stock closing up over 10%, the most since April.- Shopify (SHOP) shares rallied as traders embraced the platform after a strong weekend for shoppers following Thanksgiving. Shopify merchants achieved record sales of $14.6 billion during the Black Friday-Cyber Monday weekend, representing a 27% increase from last year. - American Bitcoin Corp (ABTC) shares fall as much as 50% on Tuesday as the Bitcoin miner, which counts Eric Trump as a co-founder and chief strategy officer, continues to hurt due to the recent slide in Bitcoin prices. American Bitcoin shares have fallen over 60% from their peak in September through Monday, as Bitcoin has declined around 30% from its October record high.See omnystudio.com/listener for privacy information.

- Boeing (BA) shares advanced as much as 9.2% after Malave’s comments, which provided the first detailed look at the planemaker’s cash projections for 2026. The company expects to generate cash again in 2026, with positive free cash flow to reach the “low-single digits” billions of dollars. They still expect to eventually reach the $10 billion cash-generation target outlined by the previous management team, according to Boeing Chief Financial Officer Jay Malave.- Janux Therapeutics (JANX) shares plunge 41% in premarket trading, after the drug developer gave interim data from an early-stage trial of its experimental therapy for an advanced form of prostate cancer that disappointed Wall Street. Analysts note a decline in the efficacy profile of the drug.-Signet (SIG) shares slide 4.1% ahead of the bell after the jewelery retailer’s 4Q same-store sales forecast fell short of the consensus estimate. COO Joan Hilson blamed the “measured” 4Q outlook on “external disruptions since late October and potential continued softness in consumer confidence.”See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Boeing (BA) shares jump after the company said it expects to generate cash again in 2026, a significant reversal in the planemaker’s finances as it prepares to boost monthly production rates and pushes ahead with certification for the much-delayed 777X jetliner.- Warner Brothers Discovery (WBD) shares gain on news that the company was fielding a second round of bids on Monday, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks, according to people familiar with the discussions.- Philip Morris (PM) shares fall after the company reaffirmed its adjusted earnings per share forecast for the full year. This forecast represents a projected increase of 13.5% to 15.1% versus adjusted diluted EPS of $6.57 in 2024.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- MongoDB (MDB) shares rally on Tuesday after the database software company reported stronger-than-expected results. It also raised its full-year forecast.- Credo Technology (CRDO) shares rise after the company reported revenue for the second quarter that beat the average analyst estimate. The shares of competitor Astera Labs gained 3%.- Boeing (BA) shares jump after the company said it expects to generate cash again in 2026, a significant reversal in the planemaker’s finances as it prepares to boost monthly production rates and pushes ahead with certification for the much-delayed 777X jetliner.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of Warner Bros. Discovery (WBD) edged higher ahead of the US market open after the company fielded a second round of bids on Monday, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks, according to people familiar with the discussions. Bankers for Paramount Skydance Corp., Comcast Corp. and Netflix worked over the long Thanksgiving weekend on improved offers for all or part of Warner Bros., said the people, who asked not to be identified discussing nonpublic information. Paramount’s offer, while largely backed by the family of Oracle Corp. co-founder Larry Ellison, includes debt financing from Apollo Global Management Inc. Middle East funds are also contributing, the people said. The offers are binding, which means the board is in a position to sign off on a deal quickly if its goals are met.- Shares of Bayer (BAYN GY) rallied in Frankfurt after the Trump administration urged the US Supreme Court to take up Bayer’s appeal targeting thousands of lawsuits blaming its top-selling Roundup weedkiller for causing cancer. US Solicitor General D. John Sauer – the administration’s top courtroom lawyer – recommended Monday that the high court agree to hear Bayer’s challenge to a $1.25 million Missouri jury verdict over Roundup on the grounds some of the claims were preempted by federal law. - Shares of MongoDB (MDB) jumped in Tuesday's premarket session after the database software company posted an earnings beat. MongoDB's better-than-expected 4Q revenue and operating-profit guidance should help ease concerns about execution risks following the CEO transition, and underscores improving scale economics. The results will strengthen confidence in MongoDB's ability to compete with newer entrants and peers such as Elastic, according to Bloomberg Intelligence.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of Bayer (BAYN GY) rallied in Frankfurt after the Trump administration urged the US Supreme Court to take up Bayer’s appeal targeting thousands of lawsuits blaming its top-selling Roundup weedkiller for causing cancer. US Solicitor General D. John Sauer – the administration’s top courtroom lawyer – recommended Monday that the high court agree to hear Bayer’s challenge to a $1.25 million Missouri jury verdict over Roundup on the grounds some of the claims were preempted by federal law. - Shares of Warner Bros. Discovery (WBD) edged higher ahead of the US market open after the company fielded a second round of bids on Monday, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks, according to people familiar with the discussions. Bankers for Paramount Skydance Corp., Comcast Corp. and Netflix worked over the long Thanksgiving weekend on improved offers for all or part of Warner Bros., said the people, who asked not to be identified discussing nonpublic information. Paramount’s offer, while largely backed by the family of Oracle Corp. co-founder Larry Ellison, includes debt financing from Apollo Global Management Inc. Middle East funds are also contributing, the people said. The offers are binding, which means the board is in a position to sign off on a deal quickly if its goals are met.- Shares of MongoDB (MDB) soared in Tuesday's premarket session after the database software company posted an earnings beat. MongoDB's better-than-expected 4Q revenue and operating-profit guidance should help ease concerns about execution risks following the CEO transition, and underscores improving scale economics. The results will strengthen confidence in MongoDB's ability to compete with newer entrants and peers such as Elastic, according to Bloomberg Intelligence.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- The Trump administration urged the US Supreme Court to take up Bayer’s appeal targeting thousands of lawsuits blaming its top-selling Roundup weedkiller for causing cancer.- The Bank of England cut its estimate of how much capital British banks need for the first time in a decade and signaled a consultation that could free up extra lending and higher payouts to shareholders, even as it flagged rising risks in private markets. - Campari shares gain as much as 4.2% after Barclays raised its recommendation on the Italian spirits company, citing growth prospects in the US.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- The Trump administration urged the US Supreme Court to take up Bayer’s appeal targeting thousands of lawsuits blaming its top-selling Roundup weedkiller for causing cancer.- Persimmon is up on the rise in UK house prices for a third consecutive month, according to one of the country’s largest mortgage lenders, in a sign that the market defied the looming threat of tax hikes ahead of the Labour government’s Nov. 26 budget.- Santander disposed of another 3.5% in its Polish subsidiary as it continues to reduce its holding following the sale of a controlling stake to Erste Bank Group earlier this year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: Netflix (NFLX) and Warner Brothers (WBD) fluctuate in the aftermarket on the news Warner Bros. Discovery Inc. was fielding a second round of bids on Monday, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks, according to people familiar with the discussions. MongoDB (MDB) soars after the database software company reported stronger-than-expected results. It also raised its full-year forecast. Shopify (SHOP) dips after Oppenheimer analyst Ken Wong said the pace of spending at the e-commerce firm moderated through Sunday during the Black Friday period See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Nvidia (NVDA) invested $2 billion in chip-design software maker Synopsys (SNPS) as part of a broader engineering and design tie-up, aiming to infuse its AI-computing technology into more industries. Nvidia purchased the shares at $414.79 each, the companies said in a statement on Monday. The stake represents 2.6% of Synopsys’ outstanding stock. California-based Synopsys is one of the largest providers of software and services used to design electronic components. It aids with designing the complex layout of billions of transistors and connectors for modern chips, and also verifies that hardware will work as intended before the production stage. That process is used to build the chips needed in artificial intelligence systems, such as those sold by Nvidia. Shares of Synopsys rallied. - Moderna (MRNA) fell Monday after the Food and Drug Administration said in a memo late last week it would place new restrictions on which vaccines hit the market.Vinay Prasad, a top FDA official, blamed Covid shots for playing a role in the deaths of 10 children in the memo he sent to agency staff on Friday, which was seen by Bloomberg. He said the FDA will require vaccine makers to perform additional tests to get their shots approved as a result of the safety concerns. Moderna, which produces Covid shots, fell 4.1% at the start of regular trading in New York on Monday. Other vaccine makers also dipped. BioNTech SE slipped 2.1%, Novavax Inc. fell 3.1%, while Vaxcyte Inc. declined 10%. - Strategy (MSTR) said it had created a $1.4 billion reserve to fund future dividend and interest payments, in a bid to temper fears that the Bitcoin accumulator may be forced to sell some of its roughly $56 billion cryptocurrency haul if token prices continue to fall. The Tysons Corner, Virginia-based company said in a statement on Monday that the new reserve, funded by proceeds from the sale of shares of class A common stock, would cover at least 21 months of dividend payments. Over time, it plans to maintain enough cash in the reserve to cover up to two years of payments.Even so, the announcement did little to allay concern. The shares slumped as much as 12% on Monday, before closing the day down 3.3%.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers, we focus on retailers for Cyber Monday: - Ralph Lauren (RL) shares traded higher on Cyber Monday as shoppers embrace the "Ralph Lauren Christmas" viral trend on social media. Last week, the stock hit record highs on November 24th and November 25th.  - Steven Madden (SHOO) also saw its share trade higher. Its acquisition of Kurt Geiger earlier in the year has helped the brand reach new customers. - Ulta Beauty (ULTA) saw its stock rises as investors await its earnings report on Wednesday. Ulta Beauty also benefited from steady demand on Black Friday weekend.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Vaccine makers (MRNA, BNTX, PCVX) shares fall after news that the FDA will place new restrictions on which vaccines hit the market due to safety concerns, according to a memo from Vinay Prasad, a top FDA official.- Synopsys (SNPS) shares rise after Nvidia struck a deal to invest $2 billion into chip-design software maker Synopsys Inc.’s stock as part of a broader engineering and design tie-up, the latest massive investment by the chipmaker into one of its own suppliers.- Barrick Mining (ABX) shares rise after news that the company is exploring an initial public offering of its North American gold assets, including its joint-venture interests in Nevada and a large mine in the Dominican Republic.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Synopsys (SNPS) shares rise after Nvidia struck a deal to invest $2 billion into chip-design software maker Synopsys Inc.’s stock as part of a broader engineering and design tie-up, the latest massive investment by the chipmaker into one of its own suppliers.- Accenture (ACN) shares climbed in early NY trading after announcing a collaboration with OpenAI to help enterprise clients integrate agentic AI systems into their core business operations. Accenture will equip tens of thousands of its professionals with ChatGPT Enterprise, leveraging it consulting, operations and delivery work. Partnership will help OpenAI scale its capabilities to enterprises. OpenAI will be one of Accenture’s primary AI partners for AI-powered services- Coinbase shares fell. Crypto stocks were sliding following another selloff in Bitcoin, which has dropped 5% over the past 24 hours to fall back below $90,000 to around $86,500. Shares in the crypto exchange Coinbase Global dropped 3.7%, Bitcoin investor Strategy fell 4.1%, and online-trading platform Robinhood Markets was down 3.3%.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of Airbus (AIR FP) declined ahead of the US market open after the company suffered a one-two punch on its most popular product, the A320 airliner after the company Monday revealed quality issue on some fuselage panels that require inspections — just days after flagging a software glitch on about 6,000 jets that needed emergency upgrades. The European manufacturer appeared to have averted a major headache Monday morning when it said only a tiny portion of the aircraft needing the software fix still required attention. But the disclosure of quality lapses on a key section of the aircraft spooked investors again, driving the stock down the most since April.- Shares of Nvidia (NVDA) dipped in the early session after news the company has invested $2 billion into chip-design software maker Synopsys (SNPS) as part of an engineering and design partnership. Nvidia purchased the shares at $414.79 each, the companies said in a statement on Monday, compared with a closing price of $418.01 on Friday. Nvidia, the most valuable company in the world, has invested in a series of companies with the boom in artificial intelligence, including OpenAI and data center operators such as CoreWeave Inc. It even agreed to invest $5 billion in Intel Corp., a potential rival, as part of a partnership to co-develop chips for personal computers and data centers.- Shares of Strategy (MSTR) and other cryptocurrency-exposed stocks slipped in premarket trading after the crypto sector fell sharply on Monday, bringing fresh momentum to a wide-ranging selloff that appeared to have settled. Bitcoin slid as much as 6% to below $86,000 in early Asia trading, while Ether dropped more than 7% to about $2,800, according to data compiled by Bloomberg. Most tokens followed a similar pattern, with Solana falling 7.8%. Bitcoin later retraced some of its losses and was trading at around $86,788 at 10 a.m. in London.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of Strategy (MSTR) and other cryptocurrency-exposed stocks slipped in premarket trading after the crypto sector fell sharply on Monday, bringing fresh momentum to a wide-ranging selloff that appeared to have settled. Bitcoin slid as much as 6% to below $86,000 in early Asia trading, while Ether dropped more than 7% to about $2,800, according to data compiled by Bloomberg. Most tokens followed a similar pattern, with Solana falling 7.8%. Bitcoin later retraced some of its losses and was trading at around $86,788 at 10 a.m. in London.- Shares of Canadian Solar (CSIQ) soared in the early session after the solar panel manufacturer is transferring the assets of its Chinese unit to Canadian ownership, to safeguard sales into the US as Washington steps up scrutiny of imports from the Asian nation. CSI Solar Co., based in Suzhou, will sell 75.1% of three overseas factories that serve the US market to its parent company, Canadian Solar Inc., the Chinese company said in an exchange filing in Shanghai. Canadian Solar, which is listed on the Nasdaq, was the world’s seventh-biggest producer of solar panels last year, according to BloombergNEF data, and was an early entrant into the booming energy storage business.- Shares of the Walt Disney Company (DIS) edged higher ahead of the US market open after a strong weekend at the box office. Zootopia 2, an animated feature about a rabbit cop and her crime-fighting partner, brought in $156 million at the US and Canadian box office over the Thanksgiving weekend, making it the No. 1 film. The five-day haul compared with expectations of at least $125 million from industry tracker Boxoffice Pro. The film achieved the highest global opening for any animated picture in Disney’s history with a haul of $556 million worldwide. It’s the biggest animated opening of all time in China, excluding local films, the company said.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Greggs is being urged by an activist investor to cut tens of millions of pounds of annual costs over fears that the bakery chain will otherwise fall prey to a cut-price takeover bid.- Monte Paschi shares fell for a third consecutive day as investors are digesting a sweeping investigation into its takeover of rival Italian lender Mediobanca.- Airbus said the vast majority of around 6,000 A320-family aircraft impacted by a software glitch have received the necessary modification over the weekend, helping the European planemaker sidestep a wider disruption in what has become the company’s largest recall to date.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Greggs is being urged by an activist investor to cut tens of millions of pounds of annual costs over fears that the bakery chain will otherwise fall prey to a cut-price takeover bid.- Rheinmetall and other European defense stocks fell on Monday after reports of progress in Ukraine-Russia talks over the weekend. - European mining shares including Fresnillo are among the best-performing sectors in the Stoxx 600 benchmark as copper advanced to a record high on the London Metal Exchange on fears the global market is heading for a supply crunch.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Shares of CME Group (CME) dipped in the premarket session after trading of futures and options on the Chicago Mercantile Exchange was halted by a data-center fault, causing hours of disruption to markets across equities, foreign exchange, bonds and commodities. The malfunction was caused by cooling system problems at a data center in the Chicago area, according to facility operator CyrusOne. Engineering teams have restarted several chillers and deployed temporary cooling equipment, a spokesperson said, without giving a time for the resumption of normal operations. - Shares of Tilray Brands (TLRY) fell ahead of the US market open after the cannabis company announced that it will implement a one-for-ten reverse stock split of its common stock. The reverse stock split is expected to be effective after the markets close on December 1st, and shares of TLRY’s common stock will begin trading on a split-adjusted basis under the same symbol when the markets open on December 2nd, according to a press release. - Shares of Oracle (ORCL) declined in early trading after Morgan Stanley warned a gauge of risk on Oracle Corp.’s debt reached a three-year high in November, and things are only going to get worse in 2026 unless the database giant is able to assuage investor anxiety about a massive artificial intelligence spending spree. A funding gap, swelling balance sheet and obsolescence risk are just some of the hazards Oracle is facing, according to Lindsay Tyler and David Hamburger, credit analysts at the brokerage. The cost of insuring Oracle Corp.’s debt against default over the next five years rose to 1.25 percentage point a year on Tuesday, according to ICE Data Services.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of CME Group (CME) dipped in the premarket session after trading of futures and options on the Chicago Mercantile Exchange was halted by a data-center fault, causing hours of disruption to markets across equities, foreign exchange, bonds and commodities. The malfunction was caused by cooling system problems at a data center in the Chicago area, according to facility operator CyrusOne. Engineering teams have restarted several chillers and deployed temporary cooling equipment, a spokesperson said, without giving a time for the resumption of normal operations.- Shares of Oracle (ORCL) declined in early trading after Morgan Stanley warned a gauge of risk on Oracle Corp.’s debt reached a three-year high in November, and things are only going to get worse in 2026 unless the database giant is able to assuage investor anxiety about a massive artificial intelligence spending spree. A funding gap, swelling balance sheet and obsolescence risk are just some of the hazards Oracle is facing, according to Lindsay Tyler and David Hamburger, credit analysts at the brokerage. The cost of insuring Oracle Corp.’s debt against default over the next five years rose to 1.25 percentage point a year on Tuesday, according to ICE Data Services. - Shares of Sandisk (SNDK) rallied ahead of the US market open on reports Japan and the US are considering building a NAND flash memory plant in the US through a public-private partnership with Kioxia Holdings and SanDisk seen as the main investors. According to Nikkan Kogyo, challenges to plan including disagreements over capital structure and management control, as well as potential Chinese regulatory issues.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Delivery Hero is facing pressure from several large shareholders to conduct a strategic review amid increasing consolidation in the food-delivery industry, people with knowledge of the matter said.The stock rallied in early trading on Friday, rising as much as 8.2%. - Domino’s Pizza shares drop as much as 1.5% after analysts at UBS downgraded the pizza seller, citing a lack of near-term catalysts. - Mitchells & Butlers shares climb as much as 8.2% on Friday, the most since May 2024, after the pub operator reported strong full-year results and robust current trading. Tiwa AdebayoSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Delivery Hero is facing pressure from several large shareholders to conduct a strategic review amid increasing consolidation in the food-delivery industry, people with knowledge of the matter said.The stock rallied in early trading on Friday, rising as much as 8.2%. - EasyJet shares rise as much as 3.1% to a six-week high. The budget airline offers a cheap play to benefit from supply-constraint tailwinds in the industry, according to Bernstein, which upgrades the stock to outperform from market-perform.- Whitbread drops 8% after a double-downgrade at Bernstein.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Puma shares surge as much as 14%, the most in two months, as Chinese sports apparel company Anta Sports Products is among firms exploring a potential takeover, Bloomberg reported. Square Global Markets says Anta Sports is best placed among potential bidders for an offer.- Boohoo shares soar as much as 24%, the most since April, after the group’s 1H results showed momentum in its Debenhams business. It also gave full-year ebitda guidance which RBC analysts say was above what they would have expected. - Shares of Unite Group touched their lowest level in 10 years after Britain’s biggest student housing provider warned that a weak market will push its earnings down by as much as 10% next fiscal year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Puma shares surge as much as 14%, the most in two months, as Chinese sports apparel company Anta Sports Products is among firms exploring a potential takeover, Bloomberg reported. Square Global Markets says Anta Sports is best placed among potential bidders for an offer.- Remy Cointreau shares rise 3.6% in Tradegate activity after the French spirits maker reported better-than-feared sales growth in the first half. Jefferies notes that expectations of flat growth in the second half set the stage for the stock’s stabilization, after a year of losses and a guidance cut last month.- Deutsche Boerse shares rise as much as 3.5% after JPMorgan upgraded the German exchange operator to overweight from neutral, with analysts saying the current valuation of the shares fails to reflect the quality and diversification of the business.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Robinhood (HOOD) shares traded higher as much as 7.5% on Wednesday after the company announced that it is are buying a majority stake in LedgerX, a US-based derivatives exchange once owned by FTX and now run by Miami International Holdings Inc., alongside Susquehanna International Group. The deal gives the companies access to the prediction markets.- Dell (DELL) raised its annual projections for the key artificial intelligence server market, a sign of sustained demand for the type of machines needed in the current data center boom. Dell booked $12.3 billion of AI server orders in the fiscal third quarter, which ended Oct. 31, the company said Tuesday in a statement. Dell shipped $5.6 billion worth of the servers and ended the quarter with backlog of $18.4 billion. The company raised shipment projections for the year to $25 billion from $20 billion. Shares rallied in extended trading after earnings on Tuesday and continued to rally on Wednesday.- Deere (DE) weak forecast for the year ahead reinforces the difficulty in predicting a recovery in the US farm economy as uncertainty continues to swirl over the impact of tariffs and trade deals. Shares of the world’s biggest farm machinery maker fell as much as 5.7% in New York as the company’s first profit outlook for 2026 fell short of expectations. The forecast underscores how the agriculture sector remains in the dark even after a US trade agreement resumes crop shipments to China.See omnystudio.com/listener for privacy information.

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, Tim Stenovec and Carol Massar. On this episode of Stock Movers: - Dell Technologies (DELL) finished 5.8% higher on the day, after reporting earnings yesterday evening. The company raised its annual projections for the AI server market due to sustained demand for machines needed in the current data center boom. - Urban Outfitters (URBN) finished the day with a gain of 13%. Yesterday, the apparel company reported net sales for the third quarter that beat the average analyst estimate. The owner of the Anthropologie and Free People brand followed positive reports from peers Abercrombie and Gap. - Deere (DE) shares are under pressure, finishing 5.67% lower after the company put out a weak forecast, and investors are reacting negatively. The farm equipment maker is struggling because tariffs have hurt demand for crops, which means farmers have less money to spend on new machinery.  See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Deere (DE) shares are under pressure after the company put out a weak forecast, and investors are reacting negatively. The farm equipment maker is struggling because tariffs have hurt demand for crops, which means farmers have less money to spend on new machinery. - HP Inc. (HPQ) stock is down after reporting outlook below expectations yesterday. HP blamed the high cost of memory chips that go into computers. HP, which makes computers and printers, also said it will cut 4,000 to 6,000 employees over the next two years and replace them with AI tools. - Workday (WDAY) results beat estimates, but there are questions from analysts about how much of that is from an acquisition it made in October, and how much is organic growth. Bloomberg Intelligence pointed out that large companies are cutting workers, so it'll be hard for Workday to take on new clients. The stock is lower.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Nvidia (NVDA) shares and the broader market are pacing ahead, despite an earlier report that Chinese regulators blocked ByteDance from using its chips in new data centers. While the company has plenty of demand to offset lost Chinese revenue for now, it remains a lingering headwind longer-term.- Dell (DELL) shares rise after the company raised its annual projections for the AI server market due to sustained demand for machines needed in the current data center boom.- Hewlett Packard Enterprise (HPE) shares fall after announcing that the Defense Information Systems Agency, a combat support agency of the Department of War, has awarded the company with Production Other Transaction Authority.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Deere (DE) shares fall after the company released a weak forecast for the year ahead. This reinforces the difficulty in predicting a recovery in the US farm economy as uncertainty continues to swirl over the impact of tariffs and trade deals.- Petco (WOOF) shares jump after the pet health and wellness company raised its full-year forecast for adjusted Ebitda. But according to Bloomberg Intelligence: Near term, efforts to reignite sales stand to weigh on 2026 Ebitda margins, which are likely to remain around 6-7%.- Urban Outfitters (URBN) shares jump after the apparel company reported net sales for the third quarter that beat the average analyst estimate. The owner of the Anthropologie and Free People brand follows positive reports from peers Abercrombie and Gap.See omnystudio.com/listener for privacy information.

n this episode of Stock Movers:- Deere’s (DE) first outlook for the year ahead fell short of expectations as uncertainly continues to surround the timing for a recovery in the US farm economy.- Urban Outfitters (URBN) shares jump after the apparel company reported net sales for the third quarter that beat the average analyst estimate. The owner of the Anthropologie and Free People brand follows positive reports from peers Abercrombie and Gap. - Petco Health & Wellness (WOOF) climbed after raising its full-year earnings guidance, signaling progress in its turnaround.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Deere’s (DE) first outlook for the year ahead fell short of expectations as uncertainly continues to surround the timing for a recovery in the US farm economy.- Urban Outfitters (URBN) shares jump after the apparel company reported net sales for the third quarter that beat the average analyst estimate. The owner of the Anthropologie and Free People brand follows positive reports from peers Abercrombie and Gap. - Dell Technologies (DELL) shares are up, after the company raised its full-year forecast. Analysts noted growth in AI server shipments as a highlight.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Pets at Home shares rise as much as 6.8% on Wednesday, the most since May, after the group reported results in line with expectations and outlined its retail turnaround plan. Analysts said they were “encouraged” by the statement and pointed to improving retail trends.- Valneva announced positive final immunogenicity and safety data from Phase 2 study VLA15-221 of Lyme disease vaccine candidate, VLA15, which showed strong anamnestic immune response and favorable safety profile six months after a third booster dose in all age groups.. - British Land is indicated to join the FTSE 100, while WPP is indicated to be deleted from the index.See omnystudio.com/listener for privacy information.