Stock Movers

On this episode of Stock Movers:- Warner Bros. (WBD) shares are moving higher after it rebuffed Paramount Skydance Corp.'s initial takeover approach for being too low, according to people familiar with the matter. Paramount has several options in its pursuit of Warner Bros., including boosting its bid, going directly to shareholders or finding additional backing through a financial partner.- Estee Lauder (EL) shares are rising as Goldman Sachs analyst Bonnie Herzog raised the recommendation on Estee Lauder Cos. Class A to buy from neutral. The price target is set to $115, implying a 31% increase from last price.- StubHub (STUB) is rising. It received several bullish initiations after its Sept. 17 IPO, with analysts expecting the company to further leverage its dominant position as it enters the lucrative primary ticketing market, with boosts from advertising as well as large events such as the soccer World Cup in the US in 2026.- Beyond Meat (BYND) is plummeting this morning after the troubled plant-based protein producer said nearly all creditors had accepted a debt swap that will lead to a substantial dilution of shareholders.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Nvidia (NVDA) leads gains in the Magnificent Seven cohort of tech stocks in Monday premarket trading, rebounding from Friday’s selloff, after President Donald Trump signaled openness to a deal with China to quell fresh trade tensions.- USA Rare Earth (USAR) and other rare earth miners are climbing following strong gains among Asian peers, as fresh tensions between Beijing and Washington over China’s exports of the critical minerals fueled bets on alternative suppliers.- Warner Bros. (WBD) shares are moving after it rebuffed Paramount Skydance Corp.'s initial takeover approach for being too low, according to people familiar with the matter. Paramount has several options in its pursuit of Warner Bros., including boosting its bid, going directly to shareholders or finding additional backing through a financial partner.- Estee Lauder (EL) shares are rising as Goldman Sachs analyst Bonnie Herzog raised the recommendation on Estee Lauder Cos. Class A to buy from neutral. The price target is set to $115, implying a 31% increase from last price.- StubHub (STUB) is rising. It received several bullish initiations after its Sept. 17 IPO, with analysts expecting the company to further leverage its dominant position as it enters the lucrative primary ticketing market, with boosts from advertising as well as large events such as the soccer World Cup in the US in 2026.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- LLoyds is up despite saying it intends to set aside an extra £800m in compensation for motor finance claims.- Big Yellow Group shares have jumped on reports that Blackstone is weighing a bid for the UK self-storage firm. _ AstraZeneca is down on in its initial rebound after a deal with the Trump administration to lower drug prices in the US in exchange for tariff relief.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Fresnillo gained on gold and silver's record highs as HSBC analysts raised its recommendation to hold from reduce. _ AstraZeneca rebound following a deal with the Trump administration to lower drug prices in the US in exchange for tariff relief.- Nexans drops after the cable manufacturer announced a change in CEO, which JPMorgan says comes as a surprise.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers, we take a look at some of this past week's biggest gainers and decliners: Applied Digital (APLD) soared to their highest since 2004 after the firm said it’s now in advanced discussions with a hyperscaler client for its second data center campus in North Dakota. First-quarter revenue was well ahead of estimates due to one-time income from tenant fit-out services. FedEx (FDX) ends the week lower as the sector faces woes including slowing truckload growth, and concerns from Morgan analyst Brian Ossenbeck that a perception of weakened price discipline among less-than-truckload carriers justifies lower multiples across that group of companies. MP Materials (MP) rose almost 10% after a China curb on exports of the minerals fueled bets that the American industry will benefit — and potentially spur additional investments from the federal government. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Tim Stenovec and Emily Graffeo.- MP Materials (MP) saw shares rise on a day where stocks fell sharply across sectors following President Donald Trump threat of a “massive increase” in China tariffs shook Wall Street at the end of an already-volatile week. The trade jitters sent investors rushing into companies like the rare Earth producer. MP Materials saw shares rise to its highest levels since August 11.- Levi Strauss & Co. raised its full-year outlook, but warned that tariffs are starting to bite. "We have started feeling the impact of tariffs” in the third quarter, Chief Financial Officer Harmit Singh said in an interview. Despite this, Levi’s profitability, as measured by gross margin, improved. The company said that gross margin was bolstered by higher prices and a larger volume of sales through more profitable channels. Levi continues to expect tariffs of 30% in China, but increased its expectation to 20% for the rest of the world, up from the 10% it projected a quarter earlier.  Levi fell in New York on Friday. The stock has climbed 42% this year through Thursday’s close. - Venture Global shares fell as much as 23% on Friday, the most since March, after the liquefied natural gas company lost a dispute with BP Plc involving the sale of LNG cargoes from a Louisiana facility on the spot market rather than to customers with long-term contracts. Analysts were surprised by the result and view it as a negative with a potential impact of over $1 billion for Venture Global.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - MP Materials (MP) saw shares rise on a day where stocks fell sharply across sectors following President Donald Trump threat of a “massive increase” in China tariffs shook Wall Street at the end of an already-volatile week. The trade jitters sent investors rushing into companies like the rare Earth producer. MP Materials saw shares rise to its highest levels since August 11. - Applied Digital (APLD) shares rallied after the firm said it’s now in advanced discussions with a hyperscaler client for its second data center campus in North Dakota. First-quarter revenue was well ahead of estimates due to one-time income from tenant fit-out services. - Levi (LEVI) raised its full-year outlook, but warned that tariffs are starting to bite.  “We have started feeling the impact of tariffs” in the third quarter, Chief Financial Officer Harmit Singh said in an interview. Despite this, Levi’s profitability, as measured by gross margin, improved. The company said that gross margin was bolstered by higher prices and a larger volume of sales through more profitable channels. Levi continues to expect tariffs of 30% in China, but increased its expectation to 20% for the rest of the world, up from the 10% it projected a quarter earlier. Levi shares fell in New York on Friday. The stock has climbed 42% this year through Thursday’s close. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Applied Digital (APLD) shares rise after the firm said it’s now in advanced discussions with a hyperscaler client for its second data center campus in North Dakota. First-quarter revenue was well ahead of estimates due to one-time income from tenant fit-out services.- Levi (LEVI) shares fall after the company raised its full-year outlook, but warned that tariffs are starting to bite. The company said that gross margin was bolstered by higher prices and a larger volume of sales through more profitable channels. Levi continues to expect tariffs of 30% in China, but increased its expectation to 20% for the rest of the world, up from the 10% it projected a quarter earlier. - Mosaic (MOS) shares drop after the fertilizer company said that third-quarter phosphate production fell below what management expected, citing mechanical issues at one plant and utility interruptions at another. Preliminary sales volumes for phosphates fell short of what analysts expected.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Qualcomm (QCOM) shares fall after China slapped new port fees on US ships and started an antitrust investigation into the company. It's the latest in a string of tit-for-tat moves as Presidents Xi Jinping and Donald Trump jockey for leverage before a key meeting to discuss trade and other issues.- Mosaic (MOS) shares drop after the fertilizer company said that third-quarter phosphate production fell below what management expected, citing mechanical issues at one plant and utility interruptions at another. Preliminary sales volumes for phosphates fell short of what analysts expected.- Levi (LEVI) shares are down after the company raised its full-year outlook, but warned that tariffs are starting to bite. The company said that gross margin was bolstered by higher prices and a larger volume of sales through more profitable channels. Levi continues to expect tariffs of 30% in China, but increased its expectation to 20% for the rest of the world, up from the 10% it projected a quarter earlier.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Qualcomm (QCOM) is lower on news China is probing Qualcomm for suspected violation of the anti-monopoly law, according to a statement from the State Administration for Market Regulation. Qualcomm failed to meet China’s anti-monopoly requirement of reporting acquisition of Autotalks, a direct vehicle-to-everything communication solutions provider, to the regulator, the statement says.- Applied Digital (APLD) is higher after the firm said it’s now in advanced discussions with a hyperscaler client for its second data center campus in North Dakota. First-quarter revenue was well ahead of estimates due to one-time income from tenant fit-out services.- Levi (LEVI) shares are lower. It raised its full-year outlook, but warned that tariffs are starting to bite. The company's gross margin improved due to higher prices and a larger volume of sales through more profitable channels.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Qualcomm (QCOM) is lower on news China is probing Qualcomm for suspected violation of the anti-monopoly law, according to a statement from the State Administration for Market Regulation. Qualcomm failed to meet China’s anti-monopoly requirement of reporting acquisition of Autotalks, a direct vehicle-to-everything communication solutions provider, to the regulator, the statement says.- Applied Digital (APLD) is higher after the firm said it’s now in advanced discussions with a hyperscaler client for its second data center campus in North Dakota. First-quarter revenue was well ahead of estimates due to one-time income from tenant fit-out services.- Levi (LEVI) shares are lower. It raised its full-year outlook, but warned that tariffs are starting to bite. The company's gross margin improved due to higher prices and a larger volume of sales through more profitable channels.- Critical Metals (CRML) is rising again on speculation of a US equity stake.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Stellantis gained after saying its third quarter shipments rose 13% on surging sales in North America, pointing to a recovery for the carmaker in the US market.- Jyske shares gained to a fresh record high after the Danish lender upgraded its full year outlook and the new guidance range beat the average analyst estimate.- Mycronic fell after Bank of America initiated coverage on the Swedish electronics manufacturing equipment maker with an underperform rating, saying Chinese demand for display mask writers has peaked.See omnystudio.com/listener for privacy information.

- Stellantis gained after saying its third quarter shipments rose 13% on surging sales in North America, pointing to a recovery for the carmaker in the US market.- Fresnillo declined following a fallback in gold and silver indexes. The retreat was preceded by record rallies for the precious metals. - Hays shares rose after it posted a drop in net fees that was in-line with guidance. The recruiter expects business to remain challenging in 2026 as the UK labor market struggles to rebound, despite signals of marginal recovery.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:  - PulteGroup (PHM) sinks after a CFRA analyst downgraded the company calling it "overvalued." The rout comes during a tough week for homebuilder stocks as resident Donald Trump and Federal Housing Finance Agency Director Bill Pulte issue as series of social posts aimed at homebuilders and Fannie Mae and Freddie Mac.  - Delta (DAL) stocks flew higher as the company reported a better-than-expected earnings for the third quarter, and predicted strong demand into next year. - Pepsi (PEP) shares rise on an earnings beat, as the CEO said the company is working  to cut costs and overhaul its portfolio to meet consumers’ shifting tastes, while it engages in discussions with an activist investor  See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Delta (DAL) shares rise after the carrier updated its adjusted earnings per share forecast for the full year, with the new guidance beating the average analyst estimate.- PepsiCo (PEP) shares rise after news that the company is working to cut costs and overhaul its portfolio to meet consumers’ shifting tastes, while it engages in discussions with an activist investor.- Ferrari (RACE) shares plunge after the carmaker issued cautious forecasts that disappointed investors, marring a coming-out party for the company’s first electric vehicle.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Delta (DAL) shares rise after the carrier updated its adjusted earnings per share forecast for the full year, with the new guidance beating the average analyst estimate.- Novo Nordisk shares (NVO) fall after the company agreed to buy Akero Therapeutics Inc. for as much as $5.2 billion to expand its portfolio in a type of liver disease linked to obesity.- MP Materials (MP) shares rise after China tightened its control over critical minerals used to make high-tech products including electric vehicles and jet fighters, the Wall Street Journal reported.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Delta (DAL) is popping after it reported better-than-expected earnings for the third quarter, helped by leisure travelers and a rebound in corporate travel. The carrier predicted continued strong demand into next year, with full-year EPS expected to be about $6, ahead of the analyst consensus.- PepsiCo (PEP) is up despite reporting organic revenue growth for the third quarter that missed estimates as US shoppers purchase fewer processed snacks and sugary sodas. The food and beverage company, which owns the Lay’s, Gatorade and Quaker brands, reported organic revenue growth of 1.3%, below what analysts polled by Bloomberg expected.- Ferrari (RACE) shares posted their biggest intraday drop since 2016 after a cautious forecast at its investor day disappointed investors. The company raised its forecast for profit and revenue slightly for this year and issued longer-term guidance for 2030, with net revenue this year forecast to equal or exceed €7.1 billion.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Delta (DAL) is popping after it reported better-than-expected earnings for the third quarter, helped by leisure travelers and a rebound in corporate travel. The carrier predicted continued strong demand into next year, with full-year EPS expected to be about $6, ahead of the analyst consensus.- PepsiCo (PEP) is up despite reporting organic revenue growth for the third quarter that missed estimates as US shoppers purchase fewer processed snacks and sugary sodas. The food and beverage company, which owns the Lay’s, Gatorade and Quaker brands, reported organic revenue growth of 1.3%, below what analysts polled by Bloomberg expected.- Costco (COST) is higher after the warehouse club reported comparable sales growth that beat analyst estimates for September, helped by a rise in both foot traffic and amount spent per customer.- Ferrari (RACE) shares posted their biggest intraday drop since 2016 after a cautious forecast at its investor day disappointed investors. The company raised its forecast for profit and revenue slightly for this year and issued longer-term guidance for 2030, with net revenue this year forecast to equal or exceed €7.1 billion.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Lloyds Banking Group shares drop as much as 3.9%, the most in six weeks, after the lender said it will likely have to set aside an additional — and potentially material — provision to compensate customers who were missold car loans.- Ottobock shares rose in the prosthetics firm’s debut trading session in Frankfurt on Thursday, after the biggest initial public offering in Germany in more than a year. - Ferrari offered a glimpse of its first electric car, teasing key performance benchmarks of the Elettrica as it starts to unwrap the model ahead of deliveries in late 2026. Ferrari said all-electric models will make up about 20% of its lineup by 2030, halving a goal set in 2022, while hybrids remain 40% of the mix and combustion powertrains make up 40%.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- HSBC shares slump in Hong Kong after it announced a privatization plan for Hang Seng Bank that will mean a cut in its CET1 ratio and a pause in share buybacks. - UK homebuilders may be in focus as estate agents become pessimistic for the first time in two years, according to a survey that shows the housing market continues to lose momentum amid fears of tax rises and concern about the economic outlook.Taylor Wimpey's completions may rise just 1% to 11,150 in 2026, lagging consensus for 4% growth. That could drag pretax profit 6% lower than Oct. 3 estimates for £460 million, based on our scenario. Softening UK reservations and orders and depleted outlets are major drags, contrasting with Persimmon, which leads peers in pipeline growth.- Lloyds Banking Group shares drop as much as 3.9%, the most in six weeks, after the lender said it will likely have to set aside an additional — and potentially material — provision to compensate customers who were missold car loans.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- AMD (AMD) shares rallied on Wednesday, extending gains in the wake of a chip sale agreement with OpenAI to more than 40% over a three-day winning streak. AMD rose as much as 11% on Wednesday on volume nearly twice the daily average over the past three months; that followed a gain of nearly 4% on Tuesday and 24% on Monday, when the deal was announced- Jeffries (JEF) shares fell as as asset manager controlled by a unit of the firm sank nearly a quarter of its $3 billion trade finance portfolio into receivables tied to auto parts supplier First Brands. Point Bonita Capital’s portfolio has about $715 million invested in receivables due by First Brands’ customers including Walmart Inc. and AutoZone Inc., with the auto-parts supplier responsible for directing payments to Point Bonita, Jefferies said in a statement. Problems with the receivables emerged on Sept. 15 as the company stopped making these payments.- Fair Isaac (FICO) saw its shares tumbled the most intraday since August 1 after Equifax said its VantageScore 4.0 service will offer mortgage credit scores at $4.50 through the end of 2027.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, Norah Mulinda and Kristine Aquino. On this episode of Stock Movers: - AST Spacemobile (ASTS) shares climbed to their highest level on record after the telecommunications firm said it signed an agreement with Verizon to provide direct-to-cellular connectivity when needed for customers starting in 2026. William Blair says the Verizon deal is a “competitive win” over SpaceX’s Starlink. - Advanced Micro Devices (AMD) shares posted their best three-day gain in nine years, closing 11% higher today. The stock extended gains in the wake of a chip sale agreement with OpenAI to more than 40% over a three-day winning streak. AMD's deal with OpenAI gives the chipmaker a chance to challenge Nvidia in the AI computing industry.  - Fair Isaac (FICO) tumbled as much as 9.82% on Wednesday after rival Equifax said its VantageScore 4.0 service will offer mortgage credit scores at $4.50 through the end of 2027.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Advanced Micro Devices (AMD) shares rallied on Wednesday, extending gains in the wake of a chip sale agreement with OpenAI to more than 40% over a three-day winning streak. AMD's deal with OpenAI gives the chipmaker a chance to challenge Nvidia in the AI computing industry. - Dell (DELL) shares rose after the announcement that the company roughly doubled its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products. Dell's "long-term financial framework" calls for sales to rise at a rate of 7% to 9% annually for the next four years, while earnings per share will increase 15% or more. Dell said that they also plan to release new products and focus on restoring growth and profitability to the consumer PC business.  - Fair Isaac (FICO) tumbled as much as 5.6% Wednesday, the most intraday since Aug. 1, after rival Equifax said its VantageScore 4.0 service will offer mortgage credit scores at $4.50 through the end of 2027.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- AST SpaceMobile (ASTS) shares climb to their highest level on record after the telecommunications firm said it signed an agreement with Verizon to provide direct-to-cellular connectivity when needed for customers starting in 2026. William Blair says the Verizon deal is a “competitive win” over SpaceX’s Starlink.- Elf Beauty (ELF) shares gain after Morgan Stanley lifted its price target on the cosmetics company to a Street high. Analyst Dara Mohsenian (overweight) says visibility is building on his above-consensus FY27 view, highlighting “solid” US scanner data for Elf’s base business and a “very strong” launch for the Rhode brand at Sephora.- Air Isaac (FICO) shares tumble the most intraday since Aug. 1, after Equifax said its VantageScore 4.0 service will offer mortgage credit scores at $4.50 through the end of 2027.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Intel (INTC) shares drop after the company was downgraded to reduce from hold at HSBC, which writes that recent deal-related strength in the stock is “not sustainable.”- FedEx (FDX) shares fall after JPMorgan analyst Brian Ossenbeck cut the recommendation on the parcel carrier to neutral from overweight, writing that a perception of weakened price discipline among less-than-truckload carriers justifies lower multiples across that group of companies.- Oracle (ORCL) shares gain as analysts remain optimistic about the company in the wake of a report about margins at its cloud-computing business. Firms continue to see strong tailwinds related to AI.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Confluent (CFLT) shares soared as Reuters reports that the data infrastructure company is exploring a sale after receiving acquisition interest. The firm has engaged an investment bank to manage the process, Reuters reports, citing people it didn’t identify. No deal is guaranteed- Jeffries (JEF) shares slipped on news it said it has $161 million of exposure to funds that held trade receivables and loans of bankrupt auto-parts supplier First Brands Group. The exposure is mostly through Point Bonita Capital, a division of its Leucadia Asset Management, which manages trade-finance assets on behalf of third-party institutional and other investors. Leucadia has a $113 million equity stake in the fund, according to a statement. - BMW (BMWKY) is the worst performing stock in Europe this morning after the company lowered its financial guidance due to weak sales in China and tariff costs. The company now sees pretax group earnings slightly lower in 2025 compared to last year and slashed its projection for automotive free cash flow.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Confluent (CFLT) shares soared as Reuters reports that the data infrastructure company is exploring a sale after receiving acquisition interest. The firm has engaged an investment bank to manage the process, Reuters reports, citing people it didn’t identify. No deal is guaranteed- IREN Ltd. (IREN) is falling after a source said it is offering a conversion premium of 30% to 35% on its $875 million offering of zero coupon bonds due 2031, according to a person familiar with the matter. AI and Bitcoin data center developer, owner and operator is marketing offering for one day, pricing the deal late Wednesday, the person said, asking not to be identified as the information isn’t public.- US Rare Earth Inc. (USAR) jumped amid a recent report that that the company is in close communication with the Trump administration, when asked whether the company would be open to a deal with the US government. The Trump administration has already taken stakes in rare earths company MP Materials and miner Lithium Americas.- BMW (BMWKY) is the worst performing stock in Europe this morning after the company lowered its financial guidance due to weak sales in China and tariff costs. The company now sees pretax group earnings slightly lower in 2025 compared to last year and slashed its projection for automotive free cash flow.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Security services group Verisure’s shares rallied in its trading debut, after the initial public offering raised about €3.2 billion ($3.72 billion) in the largest European debut in three years. - Close Brothers shares rise as much as 10%, while Lloyds gains as much as 3.2%, after the UK’s Financial Conduct Authority provided a lower than previously expected estimate for the compensation auto lenders may have to pay customers who were missold car loans. - ABB shares rise as much as 3.3%, to a record high, after the Swiss industrials firm agreed to divest its robotics division to SoftBank Group for an enterprise value of $5.4 billion, abandoning an earlier intention to spin off the businessSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- BMW declines as much as 5.2% after cutting its guidance for the full year due to weak volume growth in China and costs related to the implementation of tariffs.- ArcelorMittal is placed on a 30-day upside catalyst watch at Citi, with defense measures for the European steel industry potentially “around the corner.”- ASML shares fall 7.1% after US probe into China exportsSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Tesla (TSLA) introduced new versions of its top-selling models priced at under $40,000, making its main vehicles more affordable to counteract the loss of US incentives for electric cars. The new standard versions of the Model 3 sedan and Model Y sport utility vehicle start at $36,990 and $39,990, Tesla’s website shows. Those starting prices are about 13% and 11% cheaper, respectively, than premium longer-range versions of each model.Tesla shares fell 4.4% on Tuesday, giving up much of Monday’s gain stoked by social media posts from the company. The stock has risen more than 7% this year.- Ford (F) faces months of disruptions to its business after a major fire at an aluminum plant in New York, the Wall Street Journal reported.The company will probably outline the fallout from the blaze when it announces quarterly earnings this month, the Journal reported, citing people familiar with the matter. Ford is the biggest customer of the plant, which is owned by Atlanta-based Novelis Inc., the newspaper said. - AppLovin (APP) saw shares drop steeply earlier this week on reports the SEC has been probing its data-collection practices. AppLovin declined to comment, saying it generally doesn’t speak on potential regulatory matters. “We regularly engage with regulators and if we get inquiries we address them in the ordinary course,” the company said by email. “Material developments, if any, would be disclosed through the appropriate public channels.” The SEC didn’t comment. “During the shutdown, the SEC’s public affairs office is not able to respond to many inquiries from the press,” the agency said by email. Today, shares of the mobile advertising tech company gained back some of its loses.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, Carol Massar and Tim Stenovec. On this episode of Stock Movers: - Trilogy Metals (TMQ) closed with a 211% gain Tuesday as the White House said US will take a 10% stake in the company. BMO analyst Rene Cartier says “The binding letter of intent with the US Department of War highlights a significant milestone in the advancement of exploration and development of the Upper Kobuk Mineral Projects.” - Advanced Micro Devices (AMD) shares closed 3% higher today, building on yesterday's gains. Jefferies upgraded to buy from hold following the chipmaker’s deal with OpenAI. Analyst Blayne Curtis said “AMD will still have to hit milestones, but this is a strong validation of AMD’s AI roadmap and the level of AI demand in general.” - Oracle (ORCL) shares fell after a report that the company's profit margin in its cloud computing business is lower than estimated. Oracle generated $900 million in revenue from server rentals, but only $125 million in gross profit, according to internal corporate documents. The company's gross margin has been weighed down by heavy spending on chips and data center capacity, with its overall gross margin at 67.3% in its most recent earnings report.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - DR Horton (DHI), Toll Brothers (TOL) and KB Home (KBH) are among homebuilding names downgraded to inline from outperform at Evercore ISI as analyst Stephen Kim cites depressed home-buying sentiment. Shares of the homebuilders fell in Tuesday trading. - AppLovin (APP) shares fall after news that the Securities and Exchange Commission has been probing AppLovin's data-collection practices, according to people familiar with the matter. - Oracle (ORCL) shares fell after a report that the company's profit margin in its cloud computing business is lower than estimated. Oracle generated $900 million in revenue from server rentals, but only $125 million in gross profit, according to internal corporate documents. The company's gross margin has been weighed down by heavy spending on chips and data center capacity, with its overall gross margin at 67.3% in its most recent earnings report.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Dell (DELL) shares rise after the company roughly doubled its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products.- Intercontinental Exchange (ICE) shares rise on its' plans to invest as much as $2 billion in cash in Polymarket, a crypto-based betting platform. The transaction values Polymarket at roughly $8 billion, and ICE will become a global distributor of Polymarket’s event-driven data.- Dollar Tree (DLTR) shares fall after Jefferies downgraded the discount retailer to underperform from hold.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Dell (DELL) shares rise after the company roughly doubled its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products.- AppLovin (APP) shares fall after news that the Securities and Exchange Commission has been probing AppLovin Corp.'s data-collection practices, according to people familiar with the matter.- Dollar Tree (DLTR) shares fall after Jefferies downgraded the discount retailer to underperform from hold.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- IBM (IBM) shares jumped after the company announced it will integrate Anthropic’s Claude family of LLM’s into its software portfolio, in a newly announced strategic partnership. The partnership integrates Claude into select internal and external development tools and enterprise products and aims to deliver new productivity gains for IBM clients according to a statement.- Advanced Micro Devices (AMD) shares are higher, set to extend Monday’s 24% rally, as Jefferies upgrades to buy from hold following the chipmaker’s deal with OpenAI. Analyst Blayne Curtis said “AMD will still have to hit milestones, but this is a strong validation of AMD’s AI roadmap and the level of AI demand in general.”- Trilogy Metals (TMQ) jumped over %200 in premarket trading on Tuesday as the White House said US will take a 10% stake in the company. BMO analyst Rene Cartier says “The binding letter of intent with the US Department of War highlights a significant milestone in the advancement of exploration and development of the Upper Kobuk Mineral Projects.”- Intercontinental Exchange (ICE) shares are higher after the Wall Street Journal reported that the New York Stock Exchange owner is in talks to invest $2 billion in Polymarket. The deal, which could come as soon as Tuesday, could value Polymarket between $8 billion and $10 billion, the Journal reported citing, people familiar with the matter- Constellations Brands (STZ) is rising after it reported better-than-expected results for its fiscal second quarter, citing robust beer and wine sales. The company's beer division is outperforming the industry, with success of its recently launched Corona Sunbrew Citrus Cerveza variety. Shares of Constellation Brands rose in premarket trading despite the stock having fallen 37% this year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: IBM (IBM) shares jumped after the company announced it will integrate Anthropic’s Claude family of LLM’s into its software portfolio, in a newly announced strategic partnership. The partnership integrates Claude into select internal and external development tools and enterprise products and aims to deliver new productivity gains for IBM clients according to a statement.- Advanced Micro Devices (AMD) shares are higher, set to extend Monday’s 24% rally, as Jefferies upgrades to buy from hold following the chipmaker’s deal with OpenAI. Analyst Blayne Curtis said “AMD will still have to hit milestones, but this is a strong validation of AMD’s AI roadmap and the level of AI demand in general.”- Trilogy Metals (TMQ) jumped over %200 in premarket trading on Tuesday as the White House said US will take a 10% stake in the company. BMO analyst Rene Cartier says “The binding letter of intent with the US Department of War highlights a significant milestone in the advancement of exploration and development of the Upper Kobuk Mineral Projects.”- Intercontinental Exchange (ICE) shares are higher after the Wall Street Journal reported that the New York Stock Exchange owner is in talks to invest $2 billion in Polymarket. The deal, which could come as soon as Tuesday, could value Polymarket between $8 billion and $10 billion, the Journal reported citing, people familiar with the matter- Constellations Brands (STZ) is rising after it reported better-than-expected results for its fiscal second quarter, citing robust beer and wine sales. The company's beer division is outperforming the industry, with success of its recently launched Corona Sunbrew Citrus Cerveza variety. Shares of Constellation Brands rose in premarket trading despite the stock having fallen 37% this year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- B&M European Value Retail shares drop as much as 22%, marking a record drop that has sent shares to an all-time low. CEO Tjeerd Jegen warned operational execution has been “weak” and weighed on first-half performance.- Shell shares rise as much as 2.3%, the most since July. The company gave an October trading update that analysts saw as upbeat, forecasting higher 3Q integrated gas production and upstream volumes.- HelloFresh shares drop as much as 7.1%, slipping to their lowest level in almost a month, after the US Department of Agriculture’s Food Safety and Inspection Service issued a public health alert concerning ready-to-eat meals sold by the company.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Morgan Stanley upgraded LVMH to overweight as analysts note that industry insiders are most positive they have been about the luxury sector's medium-term prospects for two to three years- Imperial Brands shares rise as much as 3.7%, rebounding from a two-month low, after the tobacco company said it will increase its share buyback in FY26.- B&M European Value Retail shares drop as much as 22%, marking a record drop that has sent shares to an all-time low. CEO Tjeerd Jegen warned operational execution has been “weak” and weighed on first-half performance.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - AppLovin (APP) shares slid after reports the Securities and Exchange Commission has been probing the data-collection practices of the mobile advertising tech company. The agency has specifically looked into allegations that AppLovin violated platform partners’ service agreements to push more targeted advertising to consumers. AppLovin declined to comment, saying it generally doesn’t speak on potential regulatory matters. - Advanced Micro Devices (AMD) soared after the company signed a deal with OpenAI that could generate tens of billions of dollars in new revenue. Barclays and Melius raise their price targets for AMD to a Street-high $300 from $200.  - Comerica shares ended the day higher after the announcement Fifth Third Bancorp agreed to buy Comerica for about $10.9 billion in stock. The deal will create the ninth-largest bank in the country, with about $288 billion in assets, the two companies said in a statement Monday. 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, Carol Massar and Tim Stenovec. On this episode of Stock Movers: - Advanced Micro Devices (AMD) triggers an explosive rally after landing a a blockbuster deal with OpenAI to build artificial intelligence infrastructure, giving the chipmaker a chance to show it can mount a challenge to Nvidia Corp. in the AI computing industry. Shares were up as much as 37% at today's highs, and closed at their highest since March 2024. - Critical Metals Corp (CRML) shares gained after a report suggesting Washington was considering a position in the rare earths company. Trading paused for volatility after a White House official said Monday that the Trump administration is not currently considering a deal that would see it take a stake in the company. - Verizon (VZ) shares closed at the worst one-day drop since April as the company concedes it has fallen behind rivals in wireless and broadband service, replaced its chief executive officer of seven years, and appointed a new leader with experience in telecom and financial technology. Dan Schulman, 67, who became lead independent director in December, takes over immediately, Verizon said Monday, with a mandate to revive growth and improve the company’s fortunes. The former CEO of PayPal Holdings Inc., he replaces Hans Vestberg, 60, a former Ericsson AB executive who has led the company since 2018.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Advanced Micro Devices (AMD) triggers an explosive rally after landing a a blockbuster deal with OpenAI to build artificial intelligence infrastructure, giving the chipmaker a chance to show it can mount a challenge to Nvidia Corp. in the AI computing industry. - Comerica (CMA) shares rise on news Fifth Third Bancorp agreed to buy the bank for about $10.9 billion in stock, the largest US bank deal this year and a sign that the logjam blocking big mergers in the industry may have broken under the Trump administration’s deregulation efforts. - Verizon (VZ) shares fall as the company concedes it has fallen behind rivals in wireless and broadband service, replaced its chief executive officer of seven years, appointing a new leader with experience in telecom and financial technology. Dan Schulman, 67, who became lead independent director in December, takes over immediately, Verizon said Monday, with a mandate to revive growth and improve the company’s fortunes. The former CEO of PayPal Holdings Inc., he replaces Hans Vestberg, 60, a former Ericsson AB executive who has led the company since 2018.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- AMD (AMD) shares soar after the company signed a deal with OpenAI for AI infrastructure that could generate tens of billions of dollars in new revenue.- Micron (MU) shares rise after Morgan Stanley upgraded the company to overweight from equal-weight saying the chipmaker is headed for multiple quarters of double-digit price increases. - Verizon (VZ) shares fall after the company named Dan Schulman chief executive officer, replacing Hans Vestberg effective immediately. Vestberg will stay on through Oct. 4, 2026 to help ensure a smooth transition in leadership, including the integration with Frontier Communications.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Advanced Micro Devices (AMD) shares are soaring on news it signed a deal with OpenAI to deploy 6 gigawatts of AMD GPUs over multiple years. AMD has given OpenAI a warrant for up to 160 million shares, which will vest as milestones are achieved, including targets tied to AMD's stock price. The agreement is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI's AI infrastructure buildout. Intel (INTC) and Nvidia (NVDA) dropped on the news.- Comerica (CMA) is higher while Fifth Third Bancorp (FITB) dropped on news Fifth Third Bancorp agreed to buy Comerica Inc. for about $10.9 billion in stock, creating the ninth-biggest US bank with about $288 billion in assets. Comerica’s stockholders will receive 1.8663 Fifth Third shares for each Comerica share they hold, or about $82.88 per share based on the Oct. 3 closing price. When the deal is completed, Fifth Third shareholders will own roughly 73% of the combined company.- Tesla (TSLA) shares are advancing after a cryptic social media post teased a product unveiling. The company managed to pique the interests of investors with a series of social media posts that sent the carmaker’s shares higher in early trading. First, the company posted a video clip of a black hubcap-like object with a Tesla logo spinning before flashing the numbers 10/7, likely referencing a product unveiling on Tuesday. A second post appears to show a car parked in pitch-black darkness, revealing only its headlights. - Critical Metals Corp (CRML) shares are soaring on news of the US mulling to buy a stake in the company. Shares surged more than 100% in premarket trading on Monday after Reuters reports Trump administration officials have discussed taking a stake in in the metal mining company. If finalized, deal would give US government a direct interest in the largest rare earths project in Greenland, according to the Reuters report.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Advanced Micro Devices (AMD) shares are soaring on news it signed a deal with OpenAI to deploy 6 gigawatts of AMD GPUs over multiple years. AMD has given OpenAI a warrant for up to 160 million shares, which will vest as milestones are achieved, including targets tied to AMD's stock price. The agreement is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI's AI infrastructure buildout. Intel (INTC) and Nvidia (NVDA) dropped on the news.- Comerica (CMA) is higher while Fifth Third Bancorp (FITB) dropped on news Fifth Third Bancorp agreed to buy Comerica Inc. for about $10.9 billion in stock, creating the ninth-biggest US bank with about $288 billion in assets. Comerica’s stockholders will receive 1.8663 Fifth Third shares for each Comerica share they hold, or about $82.88 per share based on the Oct. 3 closing price. When the deal is completed, Fifth Third shareholders will own roughly 73% of the combined company.- Critical Metals Corp (CRML) shares are soaring on news of the US mulling to buy a stake in the company. Shares surged more than 100% in premarket trading on Monday after Reuters reports Trump administration officials have discussed taking a stake in in the metal mining company. If finalized, deal would give US government a direct interest in the largest rare earths project in Greenland, according to the Reuters report.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Societe Generale fell as banks in France led the decline following news that Prime Minister Sebastien Lecornu resigned, sparking worries about further political turmoil in the country.- Hermes was one of the many Paris-listed small- and mid-caps, which are most exposed to the domestic economy, that also dropped following the headlines. - AstraZeneca shares rose after its drug with Daiichi Sankyo, Datroway, helped breast cancer patients with a particularly hard to treat form of the disease live longer.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Aston Martin Lagonda Global Holdings Plc slumped after paring back its outlook for a second time this year, citing the impact of US tariffs and broader economic challenges holding back demand.- French stocks including Societe Generale hit a session low as Prime Minister Sebastien Lecornu resigned, sparking worries about further political turmoil in the country.- Stellantis plans to invest about $10 billion in the US as the troubled maker of Jeep sport-utility vehicles and Ram pickups refocuses on the market that’s pivotal to its profits, people familiar with the situation said.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers, we take a look at some of this past week's biggest gainers and decliners: - Fair Isaac (FICO) surged after the credit scoring company unveiled new pricing models that will allow mortgage lenders to calculate and distribute FICO Scores directly to borrowers. Lenders currently rely on the three nationwide credit bureaus, TransUnion, Equifax and Experian, to provide FICO scores. Under Fair Isaac's new offerings, lenders can choose to avoid credit bureaus' markup fees, though they would pay Fair Isaac $33 per borrower per score when a FICO-scored loan is closed. - Carnival (CCL) shares slumped this week following the release of third-quarter earnings. The cruise line's net yields guidance for the fourth quarter trailed some expectations, and comments on cost headwinds in 2026. Still, analysts defended the stock, and see opportunities to offset cost pressures. Shares had been up 23% this year heading into Monday's print. - Pfizer (PFE) helped lead pharmaceutical stocks to their best week in 23 years as a drug-pricing and tariff deal with the US government helped ease an overhang that’s been weighing on the sector for most of the year. Pfizer spurred the group’s advance on Tuesday when it agreed to slash some of its drug prices for Americans enrolled in the Medicaid insurance program in exchange for a three-year reprieve on import tariffs. The New York-based company also agreed to invest $70 billion in the US as part of an agreement with President Donald Trump.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.- USA Rare Earth (USAR) shares rose on word that the company is in close communication with the Trump administration, when asked whether the company would be open to a deal with the US government. - Rumble (RUM) share rallied after it entered a strategic partnership with Perplexity to develop a new subscription model combining the pro features of each platform. - Palantir (PLTR)'s stock fell more than 8% on Friday following a report that its battlefield communications system, along with that of defense tech firm Anduril, was seriously flawed — a claim both companies said was out of date and inaccurate. In a statement Friday, Palantir said that issues in the report, published by Reuters, had already been addressed. The report centered on a September Army memo expressing concerns over Anduril’s NGC2 prototype system, which stands for Next Generation Command and Control, and includes subcontractors Palantir and Microsoft Corp. The Army has said the problems with the system were “mitigated immediately,” Palantir said, adding, “No vulnerabilities were found in the Palantir platform.”See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- A UnitedHealth (UNH) shareholder has filed a proposal to require an independent board chair distinct from the chief executive officer, roles that were combined when Stephen Hemsley returned to lead the company this year. The proposal from a nonprofit advocacy group called the Accountability Board, if approved by shareholders, would ask the board to amend the company’s bylaws to codify an independent board chair. Shares of UnitedHealth traded higher. - USA Rare Earth (USAR) shares rose on word that the company is in close communication with the Trump administration, when asked whether the company would be open to a deal with the US government.- Rivian (RIVN) is reworking a key element of its vehicle doors after employees and customers raised concerns over potential safety issues with the current design, according to people familiar with the matter. Rivian plans to incorporate a manual release that’s more clearly visible and located near the electrically powered interior handles in the rear doors of its next-generation SUV, said the people, who asked not to be identified discussing private information. The new lower-cost model line known as R2 is slated for deliveries to begin in the first half of 2026. Shares of the EV-maker rose.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:-BlackRock (BLK) shares fall with news that the firm is advanced talks to acquire Aligned Data Centers, which could be valued at about $40 billion in a transaction.-Rivian (RIVN) shares drop on news that the company is reworking a key element of its vehicle doors after employees and customers raised concerns over potential safety issues with the current design.-Baidu (BIDU) shares rise after Morgan Stanley raised its price target on the China-based search engine to $140 from $100. Maintains equal-weight rating.See omnystudio.com/listener for privacy information.