Stock Movers

On this episode of Stock Movers: - Shares of American Airlines (AAL) and United Airlines (UAL) edged lower in premarket trading as carriers across the US began canceling flights scheduled for the coming days, as the longest government shutdown in history upends air travel and forces thousands of passengers to change their travel plans. With hundreds of services already suspended by the four largest airlines, the world’s busiest aviation market has become a flashpoint in the long-simmering clash between Republicans and Democrats over federal funding as President Trump ramps up pressure to forge a deal.- Airbnb (ABNB) shares climbed in the premarket session after the company issued a better-than-expected outlook for the holiday quarter, with a recently launched “reserve now, pay later” feature helping fuel demand in the US. Revenue for the three months ending Dec. 31 will be $2.66 billion to $2.72 billion, the company said in a shareholder letter on Thursday, exceeding the Bloomberg-compiled analyst average estimate of $2.67 billion. The key metric of nights and seats booked is expected to increase in the “mid-single-digit range” from a year earlier, Airbnb said. That was in line with analysts’ estimates. Airbnb had previously warned about challenging comparisons with 2024.- Monster Beverage (MNST) shares moved higher in early trading after the energy drink maker's third-quarter results topped expectations. Net sales to customers outside the US reached a record high rate, Schlosberg said, accounting for about 43% of total net sales, up from roughly 40% a year earlier. The latest results underscore how the broader energy-drink industry is benefitting from coffee drinkers ditching cold brews for “better-for-you” caffeine and are eyeing overseas markets where consumption remains below soft drinks.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Rightmove shares tumbled the most on record after the company warned that revenue growth was likely to be broadly flat in 2026, as it unveiled plans to boost investment in artificial intelligence.- ITV is in talks with Sky-owner Comcast about the sale of its media and entertainment arm in a deal that would dramatically shake up the UK broadcasting landscape.- Monte Paschi posted better-than-expected profit in the third quarter following its takeover of rival Italian lender Mediobanca.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- ITV is in talks with Sky-owner Comcast about the sale of its media and entertainment arm in a deal that would dramatically shake up the UK broadcasting landscape.- Novo Nordisk has again increased its offer for Metsera as its takeover battle with Pfizer for the obesity startup escalates. - British Airways parent IAG said its North Atlantic route experienced some weakness in the third quarter, weighing on earnings.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Take-Two (TTWO) delayed the release of Grand Theft Auto VI again, pushing back the much-anticipated video game by six months to November 2026.In a statement Thursday that accompanied quarterly results, Take-Two said it’s giving the Rockstar Games “team some additional time to finish the game with the high level of polish players expect and deserve.” Shares of Take-Two fell as much as 18% to $208 in extended trading after the delay was announced before recovering about half of the loss, overshadowing quarterly results that topped Wall Street estimates.- Tesla (TSLA) shareholders approved a $1 trillion compensation package for Chief Executive Officer Elon Musk, the largest payout ever awarded to a corporate leader. More than 75% of votes were cast in favor of the unprecedented pay plan, the company said Thursday at its annual meeting. The outcome caps a weekslong campaign by the electric vehicle maker’s board, its CEO and prominent retail investors to build support. Tesla shares rose 2.5% as of 5:02 p.m. in postmarket trading Thursday in New York. The stock was up 14% this year through Wednesday’s close, narrowly trailing the 16% advance in the S&P 500 Index.- Expedia (EXPE) raised its full-year gross bookings and revenue outlook, signaling that strong travel trends are continuing into the holiday quarter. Revenue for the year is now expected to increase 6.5% at the midpoint, up from 3% to 5% previously, the company said Thursday in a statement. Shares of Expedia rose as much as 18% in extended trading. The stock has been up 18% so far this year through Thursday’s close.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: -  Nvidia (NVDA) is on pace for its largest loss in market value since January's DeepSeek selloff. Semiconductor stocks tumbled globally on concerns over lofty valuations for some of the artificial intelligence boom’s biggest winners. - Robinhood (HOOD) shares fell by as much as 5.8% after the trading platform reported cryptocurrency revenue that came in below estimates. Adjusted operating expenses came in higher than expected and the firm said its CFO is leaving. Still, the company beat estimates on net revenue and adjusted ebitda.  - Elf Beauty (ELF) shares sink after the cosmetics company’s full-year outlooks for adjusted earnings per share and net sales both missed analysts’ estimates.See omnystudio.com/listener for privacy information.

- EchoStar (SATS) shares drop after the company reported a $16.5 billion impairment charge and agreed to sell more spectrum licenses to Elon Musk’s SpaceX for $2.6 billion as it works to unwind parts of its 5G wireless network.- Elf Beauty (ELF) shares sink after the cosmetics company’s full-year outlooks for adjusted earnings per share and net sales both missed analysts’ estimates. - CarMax (KMX) shares slump after the company terminated its chief executive over lagging sales and its' earnings missed analyst estimates.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Datadog (DDOG) shares rose after the company reported third-quarter results that beat expectations and raised its full-year forecast.- Doordash (DASH) shares sunk after the company said it will spend more on investments next year to build new products and bolster internal tools, weighing on its earnings forecast. The company expects to increase investment in Deliveroo to improve the product and maintain growth, and anticipates spending “several hundred million dollars more” in 2026 on new products and an internal platform.- Duolingo (DUOL) shares tank after the language-learning software company gave a weak fourth-quarter bookings forecast. Analysts note that the management’s focus on user growth weighs on the bookings outlookSee omnystudio.com/listener for privacy information.

an outlook. Analysts are broadly positive on the report, which showed a profit hit from a US tax change. Qualcomm took a $5.7 billion writedown in period, which contributed to a $3.12 billion net loss. Other tech companies have recently reported hefty one-time charges from tax adjustments, including Meta Platforms Inc.- Shares of Snap Inc. (SNAP) soared ahead of the US market open, after the company announced a $400 million partnership with Perplexity AI to incorporate its AI-powered search engine into its flagship Snapchat app. The deal gives Snap a new business line and puts the social messaging company more squarely into the mix around AI chatbots and assistants. Perplexity’s answer-engine will be integrated into Snapchat’s Chat interface beginning in 2026, according to Snap Chief Executive Officer Evan Spiegel, though the company’s existing My AI chatbot will also be available to users. - Duolingo (DUOL) shares plunged in early trading after the company posted fourth-quarter bookings that trailed estimates. The language-learning company sees bookings in a range of $329.5 million to $335.5 million, while analysts estimated a midpoint of $344.1 million. Fourth-quarter revenue was in line with expectations and the company boosted its revenue guidance for the year as users pay more to chat with AI bots. Duolingo now expects revenue growth of 38% for the year at the midpoint. This is above its previous outlook and Wall Street’s estimated 36% rise. Paid subscribers came in slightly higher than estimates.See omnystudio.com/listener for privacy information.

- Qualcomm (QCOM) shares dropped in premarket trading after the chipmaker reported its fourth-quarter results and gave an outlook. Analysts are broadly positive on the report, which showed a profit hit from a US tax change. Qualcomm took a $5.7 billion writedown in period, which contributed to a $3.12 billion net loss. Other tech companies have recently reported hefty one-time charges from tax adjustments, including Meta Platforms Inc.- DoorDash (DASH) shares plunged in the early session after the US food-delivery app leader said it will spend more on investments next year to build new products and bolster internal tools, weighing on its earnings forecast. The company, which operates in more than 40 countries through its Wolt unit and the recently acquired Deliveroo business, expects to increase investment in Deliveroo to improve the product and maintain growth, it said in a statement Wednesday.- Shares of Fortinet (FTNT) sank premarket as revenue in its service segment missed expectations. The Sunnyvale, California-based cybersecurity company’s largest segment rose 13% in the quarter ending Sept. 30 to $1.17 billion slightly below Wall Street’s estimates. It was Fortinet’s slowest quarterly growth for service revenue in at least a decade.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Diageo lowered its full-year outlook for sales and profit as weak demand in China and the US weigh on the British distiller. - Air France-KLM plunged the most in three years after the Franco-Dutch airline group reported earnings that missed expectations, hurt by strikes and higher taxes. - Maersk shares fell with investor disappointment over a smaller-than-expected improvement in the container-shipping giant’s full-year profit guidance.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Novo Nordisk shares rose after a judge denied Pfizer’s request to temporarily block the Danish drugmaker’s $10 billion bid to acquire the obesity startup Metsera.- Legrand 3Q sales missed expectations as the boost from strong demand for data center infrastructure appeared to slow.- Zalando shares rose after the online retailer reported 3Q sales that came ahead of expectations and confirmed its guidance for the full year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Snap (SNAP) shares surged more than 25% in extended trading after the company announced a $400 million partnership with Perplexity AI Inc. to incorporate its AI-powered search engine into Snapchat. The deal gives Snap a new business line and puts the social messaging company more squarely into the mix around AI chatbots and assistants. Perplexity’s answer-engine will be integrated into Snapchat’s Chat interface beginning in 2026, according to Snap Chief Executive Officer Evan Spiegel, though the company’s existing My AI chatbot will also be available to users.- DoorDash (DASH) shares plunged in extended trading after the US food-delivery app leader said it will spend more on investments next year to build new products and bolster internal tools, weighing on its earnings forecast. Shares of DoorDash plunged as much as 20% in late trading after the report, before paring some of the losses. The stock has been up 42% so far this year through Wednesday’s close at $238.- Qualcomm (QCOM) the largest maker of smartphone processors, gave a bullish revenue forecast for the current period, though a US tax change took a toll on profit last quarter.Sales will be roughly $12.2 billion in the fiscal first quarter, which runs through December, the company said in a statement Wednesday. Profit will be about $3.40 a share, minus certain items. Analysts had estimated revenue of $11.6 billion and earnings of $3.26 a share. Qualcomm shares fell about 3% in extended trading following the announcement. The stock had rallied in recent weeks, which may have made it harder for the report to impress investors.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Shares of McDonald’s (MCD) were higher after the fast food giant reported faster-than-expected US sales growth last quarter as diners prioritized cheap fast food and pulled back from more premium meals at fast-casual chains. US comparable-store sales, which reflect the results of established locations, increased 2.4% in the third quarter, with the company attributing the rise mostly to higher per-visit spending. Overall comparable sales, which adds in international markets, were in line with expectations, while adjusted earnings per share fell short of the average of estimates compiled by Bloomberg. - Cava (CAVA) is flat after declines earlier in the day. The restaurant cut its full-year sales growth targets after foot traffic stalled in the third quarter, citing financially squeezed consumers forgoing fast-casual restaurants. - Live Nation (LYV) Live Nation shares are down 5.1% on Wednesday after the concert promoter and ticker seller reported third-quarter results that missed expectations on key metrics, although analysts remain positive about its longer-term prospects.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- AMD (AMD) shares fall in premarket trading after the chipmaker failed to impress investors with its revenue forecast after an eye-popping rally sent expectations soaring. Fourth-quarter revenue will be roughly $9.6 billion, the company said in a statement Tuesday. Though analysts had estimated $9.2 billion on average, some projections ranged as high as $9.9 billion. Investors have bet heavily on AMD following blockbuster agreements with OpenAI and Oracle, which plan to use the company’s chips in their build-out of artificial intelligence computing. The hope is that AMD can finally crack Nvidia’s dominance in the AI processor market.- Shares of Pinterest (PINS) are down in premarket trading, after the search platform gave a weaker-than-expected revenue outlook. The San Francisco-based company expects revenue to be $1.31 billion to $1.34 billion for the fourth quarter, according to a statement published Tuesday. The midpoint of that range is below the average analyst estimate of $1.34 billion, according to data compiled by Bloomberg. Pinterest, which people use to find ideas for recipes, fashion and home decor, posted third-quarter sales of $1.05 billion, which was in-line with expectations. User growth in the US and Canada, the company’s most lucrative market, was up just 1 million users over the prior quarter.- Shares of McDonald’s Corp. (MCD) edged higher ahead of the US open, after the fast food giant reported faster-than-expected US sales growth last quarter as diners prioritized cheap fast food and pulled back from more premium meals at fast-casual chains. US comparable-store sales, which reflect the results of established locations, increased 2.4% in the third quarter, with the company attributing the rise mostly to higher per-visit spending. Overall comparable sales, which adds in international markets, were in line with expectations, while adjusted earnings per share fell short of the average of estimates compiled by Bloomberg.See omnystudio.com/listener for privacy information.

- AMD (AMD) shares fall in premarket trading after the chipmaker failed to impress investors with its revenue forecast after an eye-popping rally sent expectations soaring. Fourth-quarter revenue will be roughly $9.6 billion, the company said in a statement Tuesday. Though analysts had estimated $9.2 billion on average, some projections ranged as high as $9.9 billion. Investors have bet heavily on AMD following blockbuster agreements with OpenAI and Oracle, which plan to use the company’s chips in their build-out of artificial intelligence computing. The hope is that AMD can finally crack Nvidia’s dominance in the AI processor market.- Super Micro Computer (SMCI) shares tumbled in early trading after the server maker missed reduced estimates for first-quarter sales and profit and gave a disappointing earnings forecast for the current period, reinforcing concerns about its ability to capitalize on demand for AI equipment. Excluding some items, earnings in the period ending in December will be 46 cents to 54 cents a share, the company said Tuesday in a statement. Sales will be $10 billion to $11 billion. Analysts on average had projected profit of 62 cents on sales of $8.05 billion.Super Micro emerged as a favorite stock among artificial intelligence-obsessed investors last year because the servers it makes are used to run rapidly growing AI workloads.- Shares of Humana (HUM) dipped lower ahead of the US market open after posting third-quarter profit above Wall Street’s expectations, making it the latest health insurer to report a better job managing the increasing cost of health care. The results bode well for Humana’s strategy to grow profitability in its Medicare Advantage business, its largest unit, which provides a private version of the government health insurance program for seniors. The company has stated a goal of achieving profit margins of 3% in its individual plans.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Novo Nordisk pared its forecast for a fourth time this year on lagging sales of its blockbuster drugs Wegovy and Ozempic, underscoring the urgency facing its new CEO.- Orsted has confirmed its full-year profit guidance, seeking to reassure investors of its financial stability after a weak third quarter..- M&S expects profit in the second half to rebound to at least last year’s level as the British retailer tries to move on from a costly cyberattack.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Vestas Wind Systems jumped after the Danish wind developer said it is launching a new share buyback program of as much as €150 million ($172 million).- Siemens Healthineers expects the impact from tariffs to roughly double to €400 million ($460 million) in fiscal 2026, according to Chief Financial Officer Jochen Schmitz.- Novo Nordisk pared its forecast for a fourth time this year on lagging sales of its blockbuster drugs Wegovy and Ozempic, underscoring the urgency facing its new chief executive.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Arista Networks (ANET) shares fell more than 11% in postmarket trading after the company’s forecast for adjusted gross margin in the fourth quarter fell short of the average analyst estimate. - Axon (AXON) drops 20% postmarket after the Taser maker reported disappointing third-quarter adjusted EPS and agreed to buy emergency tech company Carbyne in a deal valuing the company at $625 million. - Advanced Micro Devices (AMD) failed to impress investors with its revenue forecast, with fourth-quarter revenue expected to be roughly $9.6 billion. The company's shares fell about 3% in extended trading following the announcement, after more than doubling this year heading into the earnings report.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Palantir Technologies (PLTR) shares fall, taking a breather after rallying more than 170% this year. The data-analysis software company raised its full-year forecast and reported third-quarter results that beat expectations. While analysts are broadly positive on the report, they flag concerns over the stock’s premium valuation. - Novo Nordisk (NVO) is down. The company confirms it has submitted an updated proposal to buy Metsera (MTSR) and says it believes the bid “complies with all applicable laws.” - Uber Technologies (UBER) shares fell after the company issued a muted adjusted earnings forecast and said legal charges ate into its third-quarter profits.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Palantir Technologies (PLTR) shares fall, taking a breather after rallying more than 170% this year. The data-analysis software company raised its full-year forecast and reported third-quarter results that beat expectations. While analysts are broadly positive on the report, they flag concerns over the stock’s premium valuation.- Novo Nordisk (NVO) confirms it has submitted an updated proposal to buy Metsera and says it believes the bid “complies with all applicable laws.”- Spotify Technology (SPOT) reported active users and revenue in the third quarter that surpassed analysts’ expectations, easing concerns about co-founder and Chief Executive Officer Daniel Ek stepping down at the end of the year. Monthly active users climbed 11% from a year earlier to 713 million, exceeding analysts’ estimates of 710.6 million. The Stockholm-based company said revenue gained 7% to €4.27 billion ($4.9 billion), also beating expectations. Premium subscribers were roughly in line with projections.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Palantir Technologies (PLTR) shares fall, taking a breather after rallying more than 170% this year. The data-analysis software company raised its full-year forecast and reported third-quarter results that beat expectations. While analysts are broadly positive on the report, they flag concerns over the stock’s premium valuation.- Uber Technologies (UBER) posted its strongest quarterly growth since late 2023 as customers ordered more rides and deliveries than expected, a sign the company’s efforts to offer a wider range of services in more geographies are bearing fruit.- Yum! Brands (YUM) shares are up after the owner of the KFC and Taco Bell chains reported adjusted earnings per share for the third quarter that beat the average analyst estimate. The company also initiated a strategic review for its struggling Pizza Hut chain.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Palantir Technologies (PLTR) shares fall as much as 6.1% in premarket trading on Tuesday, taking a breather after rallying more than 170% this year. The data-analysis software company raised its full-year forecast and reported third-quarter results that beat expectations. While analysts are broadly positive on the report, they flag concerns over the stock’s premium valuation.- Hertz (HTZ) reported adjusted earnings per share for the third quarter that beat the average analyst estimate.- Uber Technologies (UBER) posted its strongest quarterly growth since late 2023 as customers ordered more rides and deliveries than expected, a sign the company’s efforts to offer a wider range of services in more geographies are bearing fruit.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Palantir Technologies (PLTR) shares fall as much as 6.1% in premarket trading on Tuesday, taking a breather after rallying more than 170% this year. The data-analysis software company raised its full-year forecast and reported third-quarter results that beat expectations. While analysts are broadly positive on the report, they flag concerns over the stock’s premium valuation.- Uber Technologies (UBER) posted its strongest quarterly growth since late 2023 as customers ordered more rides and deliveries than expected, a sign the company’s efforts to offer a wider range of services in more geographies are bearing fruit.- Pfizer (PFE) raised its 2025 profit forecast for the second time this year, as ongoing cost cuts helped make up for slow sales growth that’s driving its battle for the obesity start up Metsera Inc.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Associated British Foods said it is conducting a review that could lead to a separation of the Primark clothing retailer from the rest of its business.- Telefonica shares fell the most in more than five years after Spain’s largest telecom operator by revenue announced it will slash 2026 dividend by half. - Royal Philips' stock rose after the Dutch medical technology firm reported better-than-expected adjusted Ebita for 3Q.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Palantir (PLTR) raised its annual revenue outlook to $4.4 billion and outpaced analyst estimates for third-quarter sales, citing “accelerating and otherworldly” growth for its artificial intelligence and data analytics products. Palantir shares gained as much as 7% in after-hours trading following the report, before giving up most of those gains. Investors had high expectations for the company and had sent shares up more than 150% thus far this year. The stock was priced at 85-times sales expected over the next 12 months, as of Friday, making it by far the most expensive in the S&P 500 Index. - Amazon (AMZN)'s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power. Amazon shares jumped. The ChatGPT maker will pay Amazon Web Services for access to hundreds of thousands of Nvidia Corp. graphics processing units as part of a seven-year deal, the companies announced on Monday. Amazon is the world’s largest seller of rented computing power. But until Monday, AWS had been an outlier, having watched as just about every other significant cloud-computing company in the US joined the ranks of those building or retrofitting data centers to back OpenAI. - Ares Management (ARES) posted a surge in earnings tied to its secondaries business as institutional investors continue to offload their exposure to private equity in an effort to shore up liquidity. The alternative asset manager reported $74 million of fee-related earnings for its secondaries unit in the third quarter, up 167% from the same period last year, according to a statement Monday. The vast share of new commitments were dedicated to private equity secondaries. Shares of Ares rose more than 5% on the news. 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: - Amazon (AMZN) was up 4% at the close. Analysts raised price targets after Amazon reported earnings last week. Amazon's gains continued today after the tech giant’s cloud unit signed a $38 billion deal to supply OpenAI with Nvidia graphics processing units as part of a seven-year deal. - Cipher Mining (CIFR) closed 22% higher, after a deal signed with Amazon. The company signed a $5.5 billion, 15-year lease agreement to provide turnkey space and power for AI workloads. The firm also reported adjusted earnings per share for the third quarter that beat the average analyst estimate.   - Palantir rose as much as 4% in afterhours trading on its earnings report. Palantir Technologies raised its annual revenue outlook to $4.4 billion and outpaced analyst estimates for third-quarter sales, citing “accelerating and otherworldly” growth for its artificial intelligence and data analytics products.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Cisco Systems (CSCO) is rising after the company unveiled a new all-in-one product called Unified Edge to help retail stores, health care facilities and factories use artificial intelligence with a single rack of equipment. - Walt Disney Co. (DIS) is declining after it asked YouTube TV to restore the broadcast of its ABC network for Election Day. The fight over distribution fees drags on and is impacting subscribers. - Pfizer (PFE) accused Novo Nordisk of trying to stifle competition in the weight-loss market by attempting to acquire obesity startup Metsera Inc., the second lawsuit in four days as Pfizer tries to retain its grip on a deal that Novo upended last week.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Kimberly-Clark (KMB) shares sink after after the company agreed to buy Kenvue Inc. in a deal worth roughly $40 billion, providing a lifeline to the struggling Tylenol maker.- Nvidia (NVDA) shares higher after Amazon announced their cloud unit signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for Nvidia's computing power. - Microsoft (MSFT) shares rose after the company signed a roughly $9.7 billion deal to buy artificial intelligence computing capacity from IREN Ltd., becoming the Australian company’s largest customer.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Kenvue (KVUE) shares rally after the company agreed to buy Kenvue Inc. in a deal worth roughly $40 billion, providing a lifeline to the struggling Tylenol maker. -IREN (IREN) shares jump after Microsoft Corp. has signed a roughly $9.7 billion deal to buy artificial intelligence computing capacity from IREN Ltd., becoming the Australian company’s largest customer. - Amazon (AMZN) shares higher after the company announced their cloud unit signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power. Amazon shares surged.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Kenvue (KVUE) is soaring while Kimberly-Clark (KMB) is lower on news Kimberly-Clark agreed to buy the consumer health company in a cash and stock deal at an enterprise value of about $48.7 billion. Kimberly-Clark shares slump as much as 16% before the bell. Kenvue holders to get $3.50 per share in cash and 0.14625 Kimberly-Clark shares per Kenvue share- Iren (IREN) is jumping after it announced it signed a five-year GPU cloud services contract with Microsoft (MSFT) valued at about $9.7 billion, and that it also entered into a $5.8 billion agreement with Dell Technologies (DELL) to purchase GPUs and related equipment.- Cipher Mining (CIFR) is rising after signing a $5.5 billion, 15-year lease agreement with Amazon to provide turnkey space and power for AI workloads.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Kenvue (KVUE) is soaring while Kimberly-Clark (KMB) is lower on news Kimberly-Clark agreed to buy the consumer health company in a cash and stock deal at an enterprise value of about $48.7 billion. Kimberly-Clark shares slump as much as 16% before the bell. Kenvue holders to get $3.50 per share in cash and 0.14625 Kimberly-Clark shares per Kenvue share- Dell (DELL) is rising as Iren announced it signed a five-year GPU cloud services contract with Microsoft (MSFT) valued at about $9.7 billion, and that it also entered into a $5.8 billion agreement with Dell Technologies (DELL) to purchase GPUs and related equipment. Iren (IREN) is jumping on the news as well.- Marsh & McClenon (MMC) is lower after Bank of America Global Research cut the recommendation on Marsh & McLennan to underperform from neutral. The price target is set to $181, implying a 1.6% increase from last price.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Ryanair CEO Michael O'Leary struck a note of caution on UK taxes even as the airline beat earnings estimates and expects to exceed its passenger growth target for the full year.- A2A shares reached their highest since March 2008, as Morgan Stanley upgrades to overweight, saying the firm is an “under-the-radar” potential beneficiary of a data center build-out.- Mercedes shares rose after DZ Bank AG raised its recommendation on the German automaker from hold to buy.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- BP agreed to divest stakes in US shale assets to Sixth Street for $1.5 billion as it seeks to shore up its balance sheet and win back investor confidence.- Campari Group shares fell after Italian prosecutors ordered the seizure of around €1.3 billion ($1.5 billion) in shares from the holding company that controls the drinks maker. - Ryanair CEO Michael O'Leary struck a note of caution on UK taxes even as the airline beat earnings estimates and expects to exceed its passenger growth target for the full year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers, we take a look at some of the week's biggest movers: Fiserv (FI) ended the week down nearly 47% after the fintech firm slashed its full-year earnings guidance. Chief Executive Officer Mike Lyons, who took the reins in February, said he discovered that Fiserv wasn’t going to be able to deliver on its previous promises to investors after he undertook a broad-based review of the business in recent months.  Alexandria Real Estate (ARE) ended the week lower after the health-care REIT cut its adjusted FFO guidance for 2025 and posted 3Q results that fell short of expectations. Cantor Fitzgerald called the report “as tough as it gets.” Chipotle (CMG) ended the week down 23% after cutting guidance for the third time this year. The company saw a broad pullback in visit frequency across all income cohorts, though lower-income consumers were particularly strained. “The consumer slowdown is really affecting our business in a meaningful way,” Chief Executive Officer Scott Boatwright said in a call with analysts on Wednesday 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 David Gura, Katie Greifeld, Tim Stenovec and Carol Massar.On this episode of Stock Movers: Netflix (NFLX) ends the day up 2.7% after the streaming giant’s board approved a ten-for-one forward stock split to reset its share price to a range that will be more accessible to employees in its option program. Amazon (AMZN) soars 9.6% after the e-commerce and cloud-computing company reported third-quarter results that beat expectations, with its Amazon Web Services (AWS) business especially strong. It also gave a positive forecast. Dexcom (DXCM) sinks 14.6% lower after the medical-equipment company gave a 2026 growth outlook that is seen as cautious, although many analysts view it as conservative. See omnystudio.com/listener for privacy information.

On this episode of stock movers, Apple (AAPL) shares rise slightly after the company delivered mixed results in the latest quarter, including a surprise sales decline in China, tempering investor excitement for what promises to be a busy holiday season. Though the company’s total revenue topped analysts’ estimates in the September quarter, iPhone supply constraints weighed on results — especially in China. The good news: Apple expects to bounce back sharply in the current period, with growth returning to China and overall sales rising at a faster-than-anticipated clip. Amazon (AMZN) shares climb after they posted bust cloud growth that reassured investors that the tens of billions of dollars the company and its peers are pouring into artificial intelligence will pay off. In the third quarter, Amazon Web Services generated $33 billion in revenue, a 20% increase from a year earlier, the company said in a statement on Thursday. Netflix (NFLX) shares rise after the streaming giant’s board approved a ten-for-one forward stock split to reset its share price to a range that will be more accessible to employees in its option program. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Apple (AAPL) projected a jump in sales over the holiday season after releasing new iPhones, with sales in the fiscal first quarter expected to rise by 10% to 12%. Revenue from greater China fell 3.6% to $14.5 billion last quarter, but Chief Executive Officer Tim Cook said he believes Apple will return to growth in the region during the current quarter.- Amazon (AMZN) shares jumped 12% to $249.42 as the markets opened in New York on Friday, after the company posted robust cloud growth that reassured investors about its artificial intelligence investments. The company estimates that its shopping chatbot Rufus will help deliver an additional $10 billion in annual sales, and its call center product Connect is on track to pull in $1 billion in annualized revenue.-Netflix (NFLX) shares rise as much as 3.7% in premarket trading on Friday after the streaming giant’s board approved a ten-for-one forward stock split to reset its share price to a range that will be more accessible to employees in its option program.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Coinbase (COIN) advances 4% after the largest US crypto exchanged reported third-quarter revenue that exceeded estimates following an uptick in trading as token prices climbed to record highs.- Reddit (RDDT) gains 10% after the social-media company reported third-quarter results that beat expectations and gave an outlook that is above the analyst consensus-Roku (ROKU) shares are down 4% after the streaming-video platform company reported its third-quarter results and gave an outlook. While analysts are broadly positive, they said the results aren’t enough to meet high expectationsSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Amazon (AMZN) is higher after it reported third-quarter revenue of $33 billion, a 20% increase from the prior year and the biggest year-over-year rise since the end of 2022. The company's shares surged after the earnings report, with Chief Executive Officer Andy Jassy saying "We have momentum" and analyst Melissa Otto stating that the AWS business is "firing on all cylinders".- Apple (AAPL) is up this morning after the company gave an outlook that is seen as strong, offsetting fourth-quarter results that featured weak China revenue and a mixed read on the iPhone.- Nvidia (NVDA) share are higher as Chief Executive Officer Jensen Huang hopes to sell chips from the company's Blackwell lineup to customers in China someday. Huang said no decisions have been made and the company hasn't applied for Washington's permission to sell Blackwell chips to China, which is required under export controls.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Amazon (AMZN) is higher after it reported third-quarter revenue of $33 billion, a 20% increase from the prior year and the biggest year-over-year rise since the end of 2022. The company's shares surged after the earnings report, with Chief Executive Officer Andy Jassy saying "We have momentum" and analyst Melissa Otto stating that the AWS business is "firing on all cylinders". - Apple (AAPL) is up this morning after the company gave an outlook that is seen as strong, offsetting fourth-quarter results that featured weak China revenue and a mixed read on the iPhone. - Meta (META) is rebounding this morning after it sold $30 billion of investment-grade bonds on Thursday, the biggest high-grade corporate bond offering of the year, after receiving record orders for the debt. The bond sale comes after Chief Executive Officer Mark Zuckerberg warned that the company would spend even more aggressively on artificial intelligence in the coming year. - Exxon Mobil (XOM) is lower even though it topped estimates as its Yellowtail project in Guyana brought the country’s production to 700,000 barrels a day in 3Q - a record.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Universal Music said subscription revenue grew 8.7% in 3Q, buoyed by artists like Taylor Swift and the soundtrack album for the hit film KPop Demon Hunters. - Erste Group Bank raised its net interest income growth guidance. The bank sees its deal to buy Santander’s Polish unit on track to close around the year-end.  - Puig’s share price rose, with trading volume almost 10 times the 20-day average after the Spanish group reported better-than-expected 3Q sales and upgraded its guidance for the last three months of the year. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:  - Apple (AAPL) shares climbed in extended trading as fourth-quarter revenue edged past analysts’ estimates despite a surprise sales decline in China, where it’s been struggling to stage a comeback. Total sales rose 7.9% to $102.5 billion in the period, which ended Sept. 27, the company said in a statement Thursday. That slightly beat the $102.2 billion average estimate. - Amazon (AMZN) shares rose in extended trading after the company reported net sales for the third quarter that beat the average analyst estimate. Amazon's cloud unit posted the strongest growth rate in almost three years, reassuring investors who were concerned that the largest seller of rented computing power was losing ground to rivals.  - Zillow (Z) shares rose in the aftermarket after the company announced third-quarter results that exceeded analyst estimates, even as the real estate firm battled several lawsuits from competitors and regulators.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: - Amazon (AMZN) climbs 11% after 3Q sales and profit topped estimates. Amazon's cloud unit posted the strongest growth rate in almost three years, reassuring investors concerned that the largest seller of rented computing power was losing ground to rivals. - Roku (ROKU) shares are down 8.5% in extended trading, after the streaming-video platform company reported its third-quarter results. - Zillow (Z) dipped lower after the company announced third-quarter results that exceeded analyst estimates, with adjusted earnings before interest, taxes, depreciation and amortization of $165 million.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:  - Meta (META) shares slid after the Facebook parent reported third-quarter results and gave an outlook. Analysts have increasing concern over the company’s heavy spending, with at least two downgrading the stock. - Chipotle (CMG) shares plummeted after the fast-casual chain cut its outlook for a third time this year as diners pulled back from eating out, a fresh warning sign for consumer spending. The burrito chain now sees sales for the full year slipping in the low-single digit range from a year earlier. It earlier projected that performance would be flat. - Comcast (CMCSA) shares fell after the cable and media company reported its 10th straight quarter of losses in broadband customers and said it doesn’t expect the trend to turn around in the near future. Philadelphia-based Comcast shed 104,000 net broadband subscribers in the third quarter, though that was fewer than the loss of 140,000 predicted by analysts. In the connectivity unit that includes broadband, Comcast’s biggest by far, revenue fell 1.4% and adjusted earnings before interest, taxes, depreciation and amortization declined 3.7%.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Eli Lilly (LLY) raised its full-year guidance as revenue from its weight loss and diabetes drugs beat expectations in the third quarter. The company's diabetes drug Mounjaro and obesity treatment Zepbound outpaced expectations by a combined nearly $1.3 billion, with the vast majority of the beat coming from the diabetes drug. Lilly now expects full-year sales of $63 billion to $63.5 billion and adjusted earnings per share of $23 to $23.70, after sales in the third quarter were $17.6 billion, exceeding the average Wall Street estimate.- Chipotle (CMG) shares plummeted after the fast-casual chain cut its outlook for a third time this year as diners pulled back from eating out, a fresh warning sign for consumer spending. The burrito chain now sees sales for the full year slipping in the low-single digit range from a year earlier. It earlier projected that performance would be flat. In the third quarter, comparable-store sales rose slightly, but fell short of Wall Street’s expectations.- Meta Platforms (META) aims to sell at least $25 billion of investment-grade bonds on Thursday, according to people familiar with the matter. The company is looking to issue notes in as many as six parts, ranging from five to 40 years in length, with proceeds set to go toward general corporate purposes. Meta is infusing artificial intelligence services into its key products and needs to invest billions of dollars in data centers and other key infrastructure to fuel those offerings.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Eli Lilly (LLY) raised its full-year guidance as revenue from its weight loss and diabetes drugs beat expectations in the third quarter. The company's diabetes drug Mounjaro and obesity treatment Zepbound outpaced expectations by a combined nearly $1.3 billion, with the vast majority of the beat coming from the diabetes drug. Lilly now expects full-year sales of $63 billion to $63.5 billion and adjusted earnings per share of $23 to $23.70, after sales in the third quarter were $17.6 billion, exceeding the average Wall Street estimate.- Comcast (CMCSA) lost 104,000 net broadband subscribers in the third quarter, fewer than the loss of 140,000 predicted by analysts. The company reported a net loss of 257,000 video subscribers, beating expectations for 321,000 customer departures. Third-quarter revenue fell 2.7% to $31.2 billion, beating estimates of $30.7 billion.- Meta Platforms (META) aims to sell at least $25 billion of investment-grade bonds on Thursday, according to people familiar with the matter. The company is looking to issue notes in as many as six parts, ranging from five to 40 years in length, with proceeds set to go toward general corporate purposes. Meta is infusing artificial intelligence services into its key products and needs to invest billions of dollars in data centers and other key infrastructure to fuel those offerings.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Alphabet (GOOG) shares are higher after reporting earnings yesterday. The Google parent reported third-quarter results that beat expectations. Analysts are especially positive on its cloud-computing business.- Chipotle (CMG) is diving in the premarket as it cut its full-year outlook for a third time this year as diners pulled back from eating out at the fast-casual chain. The company now sees sales for the full year slipping in the low-single digit range from a year earlier, and Chief Executive Officer Scott Boatwright said “The consumer slowdown is really affecting our business in a meaningful way."- Metsera (MTSR) shares are moving on news it received an unsolicited proposal from Novo Nordisk to acquire Metsera, valuing the company at up to $77.75 per share, a total of approximately $9 billion, deeming the proposal as “superior.”See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Alphabet (GOOG) shares are higher after reporting earnings yesterday. The Google parent reported third-quarter results that beat expectations. Analysts are especially positive on its cloud-computing business. - Meta (META) shares are sliding after its earnings. The Facebook parent reported third-quarter results and gave an outlook. Analysts noted some concern over the company’s heavy spending. - Microsoft (MSFT) shares are lower this morning also following earnings yesterday. Analysts are broadly positive on the report, especially growth in its Azure cloud-computing business, but said investor expectations were elevated. Microsoft along with fellow Magnificent 7 peers Alphabet and Meta racked up some $78 billion in capital expenditures last quarter — an 89% increase from a year earlier - Chipotle (CMG) is diving in the premarket as it cut its full-year outlook for a third time this year as diners pulled back from eating out at the fast-casual chain. The company now sees sales for the full year slipping in the low-single digit range from a year earlier, and Chief Executive Officer Scott Boatwright said “The consumer slowdown is really affecting our business in a meaningful way."See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shell posted 3Q profit that beat analyst estimates, helped by a rebound in performance by its oil and gas traders even as weaker energy prices weighed on earnings.- WPP shares hit their lowest level since 2008 after it cut its revenue growth guidance for the year. New CEO Cindy Rose said the company needs to simplify its offer to clients.- Volkswagen shares rose after free cash flow and margin came in strong. The carmaker warned about shortages of Nexperia chips, but said it secured enough components for the coming week to keep its German plants running.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers, we take a look at some of the days's biggest gainers and decliners: Meta (META) shares dropped in the aftermarket as the company said it expects total expenses to significantly increase in 2026, and will continue to invest at historic levels in artificial intelligence. The company also reported third-quarter net income of $2.71 billion, which included a one-time, non-cash income tax charge of $15.9 billion due to the implementation of the tax bill signed into law in July, Meta said in the statement. Microsoft (MSFT) shares slipped in extended trading after the company reported a steeper climb in spending than Wall Street expected, fueling anxieties about the high costs of providing AI infrastructure. Alphabet (GOOGL) shares rose after the large cap reported quarterly sales that beat analysts’ estimates, buoyed by the performance of its cloud unit, which is surging as artificial intelligence startups seek Google’s support and computing power. Shares rose as much as 7.5% in extended trading. See omnystudio.com/listener for privacy information.