Stock Movers

On this episode of Stock Movers:- Intel (INTC) shares soared on word it has approached Apple (AAPL) about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that’s now partially owned by the US government. Apple and Intel also have discussed how to work more closely together, said the people, who asked not to be identified because the deliberations are private. The talks have been early-stage and may not lead to an agreement, the people said. Shares of Intel rose 6.4% to $31.22 on Wednesday in New York after Bloomberg News reported on the discussions. Apple closed down less than 1% at $252.31. Intel also has reached out to other companies about possible investments and partnerships, the people said. - Lithium Americas (LAC) shares soared to the highest price since April 2024 on Wednesday after reports the Trump administration is pursuing a stake in the company. The White House proposed taking equity in the Canadian lithium company during a renegotiation of the terms of a $2.3 billion loan extended by the Energy Department, Bloomberg News reported Tuesday. That followed an earlier Reuters report that the administration was seeking a stake of as much as 10%.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Micron Technology (MU) fell after a generally upbeat forecast from the memory-chip maker failed to impress investors, underscoring Wall Street’s lofty expectations following an extraordinary rally this year. - Charles Schwab (SCHW) sank on news from Chief Executive Officer Rick Wurster, who said that Charles Schwab would like to give its retail investors more opportunities to take stakes in private companies as a growing number of firms become industry giants before going public. - Microsoft (MSFT) will start using artificial intelligence models from Anthropic to help power its workplace AI assistant, adding a significant partner to a product that has so far been predominantly driven by OpenAI.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Oracle (ORCL) shares drop after Oracle said it is seeking to borrow $15 billion from the US investment-grade bond market on Wednesday, as the software maker ramps up its spending to meet the needs of the AI boom.- Alibaba (BABA) shares surged to their highest in nearly four years after revealing plans to ramp up AI spending past an original $50 billion-plus target.- Adobe (ADBE) shares drop after Morgan Stanley downgraded to equal-weight from overweight on decelerating digital media annual recurring revenue.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Alibaba (BABA) shares surged to their highest in nearly four years after revealing plans to ramp up AI spending past an original $50 billion-plus target, joining tech leaders pledging ever-greater sums toward a global race for technological breakthroughs.- Micron Technology (MU) shares are up after the chipmaker gave a forecast that showed strong AI-related demand. - Lithium Americas (LAC) shares soar 56% in premarket trading on Wednesday after reports revealed the US is seeking an equity stake in the company as it renegotiates terms of a $2.3 billion government loan.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Rheinmetall rose with other European defense stocks after President Donald Trump said NATO countries should shoot down Russian aircraft that violated their airspace.- BE Semiconductor traded higher along with tech and media shares, recovering earlier losses. - On The Beach forecast slipped as its guidance for the year missed the average analyst estimate.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Micron (MU), he largest US maker of computer memory chips, gave an upbeat forecast for the current quarter, helped by demand for artificial intelligence equipment. Fiscal first-quarter revenue will be roughly $12.5 billion, the company said in a statement Tuesday. Analysts had estimated $11.9 billion on average. Excluding some items, profit will be about $3.75 a share, compared with a projection of $3.05. The outlook validates the idea that Micron has become a key beneficiary of AI spending. Its high-bandwidth memory, or HBM, is critical to the chips and systems that develop artificial intelligence models. That’s turned the technology into a particularly lucrative product for the Boise, Idaho-based company. - Boeing (BA) shares rose after it announced it would partner with Palantir to integrate artificial intelligence on current and future defense programs and in its factories. The US planemaker’s defense unit will deploy Palantir’s Foundry platform to standardize data analytics and insights across its factories that produce fighter jets, helicopters, missiles and satellites, the two companies said in a statement on Tuesday. Palantir will also provide Boeing with AI expertise on a “number of undisclosed classified and proprietary efforts focused on supporting military customers’ most sensitive missions,” according to the statement. Shares in Boeing rose 2% and closed at $216.34 in regular trading on Sept. 23.- Kenvue (KVUE) rallied from a record low as President Donald Trump’s call for pregnant women to avoid Tylenol drew sharp criticism from researchers. In its quest to remake the US health-care system, the Trump administration continues to put out information and guidance that contradicts that of medical organizations, doctors, scientists and state health departments. In addition to Tylenol, there has been conflicting messaging on a host of vaccines, anti-depressants and whether ingredients in shots are safe. It’s confusing patients and forcing doctors to be on the front lines of allaying their concerns.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, Matt Miller, Carol Massar and Tim Stenovec.- Kenvue (KVUE) shares bounced around as investors reacted to President Donald Trump's warning against the use of Tylenol for pregnant women. The doctors at the Peachtree Women’s Specialists OB-GYN practice in Atlanta began their Tuesday morning fielding a barrage of questions from patients asking if Tylenol was safe for them to take. The night before President Donald Trump had launched into a tirade about the medication long recommended during pregnancy to treat fevers and aches and pains. He and Health and Human Services Secretary Robert F. Kennedy Jr. amplified unproven links between Tylenol and autism, with Trump urging pregnant people to instead “tough it out,” rather than take the drug. - SoundHound (SOUN) shares rose after it announced a new partnership with Red Lobster. - Micron (MU) shares rose after the closing bell after it announced an upbeat forecast for the current quarter. The largest US maker of computer memory chips, gave an upbeat forecast for the current quarter, helped by demand for artificial intelligence equipment. Fiscal first-quarter revenue will be roughly $12.5 billion, the company said in a statement Tuesday. Analysts had estimated $11.9 billion on average. Excluding some items, profit will be about $3.75 a share, compared with a projection of $3.05.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: Boeing (BA) shares rose on word that the US and China are in the final stages of negotiations for a “huge” Boeing Co. aircraft order, US Ambassador to China David Perdue said, as the two nations look to thaw frosty ties and work toward a trade deal. While Perdue didn’t offer details on the size of the potential order, his comments at a briefing in Beijing alongside a visiting delegation of US lawmakers indicated that the deal will be locked in swiftly. “This is a huge order, and it’s very important to the president. Very important for Boeing. I think it’s very important to China,” he said Tuesday. “I think that we’re in the last days of that, weeks of that negotiation, and we’re hopeful that that will turn out to be the case.” Kevue (KVUE) shares bounced around as traders tried to decide what to make of the US government's warning against the use of Tylenol for pregnant women.  The doctors at the Peachtree Women’s Specialists OB-GYN practice in Atlanta began their Tuesday morning fielding a barrage of questions from patients asking if Tylenol was safe for them to take. The night before President Donald Trump had launched into a tirade about the medication long recommended during pregnancy to treat fevers and aches and pains. He and Health and Human Services Secretary Robert F. Kennedy Jr. amplified unproven links between Tylenol and autism, with Trump urging pregnant people to instead “tough it out,” rather than take the drug.  Vistra (VST) shares slid after receiving a downgrade at Jefferies, which voiced concerns about the lack of announcement for a data center deal for its Comanche Peak nuclear power plant See omnystudio.com/listener for privacy information.

In this episode of Stock Movers:- Sempra (SRE) climbed after the company agreed to sell a 45% equity stake in its infrastructure arm to affiliates of KKR and Canada Pension Plan Investment Board for $10 billion. The sale will help strengthen Sempra’s credit profile and improve its business mix with a goal of approximately 95% earnings from regulated US utilities. The deal is expected to close in the second or third quarter of 2026, subject to regulatory approvals.- Boeing (BA) shares are rising after the planemaker secured an order from Uzbekistan Airways for as many as 22 787 Dreamliner jets. This comes as the US and China are weeks away from finalizing negotiations on a “huge” Boeing order, US Ambassador to China David Perdue said.- Vistra (VST) slips after the power producer received a downgrade at Jefferies, which voiced concerns about the lack of announcement for a data center deal for its Comanche Peak nuclear power plant.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Kenvue (KVUE) is recouping most on Monday’s drop, as President Trump’s call for pregnant women to avoid Tylenol draws sharp criticism from researchers who say the advice ignores decades of evidence and could endanger mothers and babies. "We believe independent, sound science clearly shows that taking acetaminophen does not cause autism,” Kenvue, a consumer health company whose brands include Tylenol, Listerine and Johnson’s, said in an emailed statement. Kenvue dropped 7.5% on Monday, extending YTD decline to 21%.- Boeing (BA) is rising on news the US and China are in the final stages of negotiations for a "huge" Boeing aircraft order, according to US Ambassador to China David Perdue. Perdue said the deal is "very important to the president" and "very important to China", and that they are "hopeful that that will turn out to be the case" in the last days or weeks of negotiation.- Firefly Aerospace (FLY) is falling after it reported second-quarter revenue of $15.5 million, compared to the $16.1 million expected on average by analysts. Firefly's shares fell 8.8% in US postmarket trading to $45.15 after the company announced its first quarterly earning results. Firefly expects 2025 full-year revenue to be between $133 million and $145 million.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Kenvue (KVUE) is recouping most on Monday’s drop, as President Trump’s call for pregnant women to avoid Tylenol draws sharp criticism from researchers who say the advice ignores decades of evidence and could endanger mothers and babies. "We believe independent, sound science clearly shows that taking acetaminophen does not cause autism,” Kenvue, a consumer health company whose brands include Tylenol, Listerine and Johnson’s, said in an emailed statement. Kenvue dropped 7.5% on Monday, extending YTD decline to 21%.- Boeing (BA) is rising on news the US and China are in the final stages of negotiations for a "huge" Boeing aircraft order, according to US Ambassador to China David Perdue. Perdue said the deal is "very important to the president" and "very important to China", and that they are "hopeful that that will turn out to be the case" in the last days or weeks of negotiation.- Firefly Aerospace (FLY) is falling after it reported second-quarter revenue of $15.5 million, compared to the $16.1 million expected on average by analysts. Firefly's shares fell 8.8% in US postmarket trading to $45.15 after the company announced its first quarterly earning results. Firefly expects 2025 full-year revenue to be between $133 million and $145 million.- Better Homes (BETR) is extending gains early Tuesday, with shares up double digits in premarket trading. The stock surged 47% on Monday, to close at the highest level since August 2023.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Orsted shares surged after a US judge ruled construction can continue on a nearly completed wind farm off the coast of Rhode Island.-  Heineken said it will acquire Florida Ice and Farm Company’s beverage and retail businesses in a $3.2 billion cash deal, strengthening its position across Central America.- ASM International's shares dropped after it cut its outlook for second-half revenue, citing lower-than-anticipated demand from some of its clients.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Disney (DIS) said Jimmy Kimmel Live! will return to the air on Tuesday, ending a suspension imposed following controversial remarks the ABC late-night host made about the assassination of Republican activist Charlie Kirk. “We have spent the last days having thoughtful conversations with Jimmy, and after those conversations, we reached the decision to return the show on Tuesday,” Disney said in a statement. The stock fell as much as two percent in the session, but ended up in the red.- Oracle (ORCL) accelerated its succession plans for top leadership in recent months following a massive acceleration in its cloud business and stock market rally. In June, the software giant promoted two executives — Clay Magouyrk and Mike Sicilia — to president. At that time, the plan was to eventually elevate those leaders into co-CEO roles in a year or two, according to a person who asked not to be named discussing internal plans. The shares gained 6.3% to $328.15 at the close Monday in New York and have jumped 97% this year.- Lennar (LEN) shares fell after Raymond James analyst Buck Horne cut the recommendation on the homebuilder to underperform from market perform following its quarterly report. He is now the lone bearish voice on the stock, according to data compiled by Bloomberg. 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, Matt Miller, Carol Massar and Tim Stenovec.- Nvidia (NVDA) shares rallied on word it will invest as much as $100 billion in OpenAI to support new data centers and other artificial intelligence infrastructure, a blockbuster deal that underscores booming demand for AI tools like ChatGPT and the computing power needed to make them run. The companies announced the agreement Monday, saying they’d signed a letter of intent for a strategic deal. The investment is meant to help OpenAI build data centers with a capacity of at least 10 gigawatts of power — equipped with Nvidia’s advanced chips to train and deploy AI models. Investors applauded the tie-up, sending Nvidia shares up 3.9% in New York trading. The stock has now gained about 37% this year, cementing the company’s status as the most valuable business on Earth.- Oracle (ORCL) accelerated its succession plans for top leadership in recent months following a massive acceleration in its cloud business and stock market rally. In June, the software giant promoted two executives — Clay Magouyrk and Mike Sicilia — to president. At that time, the plan was to eventually elevate those leaders into co-CEO roles in a year or two, according to a person who asked not to be named discussing internal plans. The shares gained 6.3% to $328.15 at the close Monday in New York and have jumped 97% this year.- Kenvue (KVUE) shares dropped to a record low today on the Washington Post's reporting that the President was planning to link its Tylenol brand of medication to autism. After the closing bell, President Trump did make the announcement, saying that pregnant women should avoid taking Tylenol due to a reported link between the active ingredient in the medication and autism.See omnystudio.com/listener for privacy information.

On this edition of Stock Movers:- Shares of Nvidia (NVDA) popped today after the company announced that they will invest as much as $100 billion in OpenAI to support new data centers and other artificial intelligence infrastructure, a blockbuster deal that underscores booming demand for AI tools like ChatGPT and the computing power needed to make them run. The companies announced the agreement Monday, saying they’d signed a letter of intent for a strategic deal. The investment is meant to help OpenAI build data centers with a capacity of at least 10 gigawatts of power — equipped with Nvidia’s advanced chips to train and deploy AI models. Investors applauded the tie-up, sending Nvidia shares up as much as 4.5% in New York trading. The shares have now gained about 36% this year, cementing the company’s status as the most valuable business on Earth. OpenAI, meanwhile, is the world’s biggest tech startup, with a valuation of $500 billion.- Oracle (ORCL) shares soared today after it was confirmed by the White House that they would provide security and help oversee the re-creation of a new US version of TikTok’s algorithm under a deal taking shape to sell the popular Chinese-owned app to a consortium of American investors. The arrangement, outlined by the White House official on Monday, seeks to ensure that the American buyers control TikTok’s recommendation software in the US following a divestiture by its Chinese parent, ByteDance Ltd. Owners of the US-based TikTok would lease a copy of the algorithm from ByteDance that would then be retrained “from the ground up” with Oracle’s oversight, according to the official. Data from US users would be stored in a secure cloud managed by Oracle with controls established to keep out foreign adversaries, including China, the official said. Beijing-based ByteDance would not have access to information on TikTok’s US subscribers, nor would it have any control over the algorithm in the US, the official said.- Shares of Better Home & Finance Holding Co. (BETR) soared after Eric Jackson said his hedge fund had bet on the stock, echoing the retail-driven rally he kicked off in Opendoor Technologies Inc. in July. Shares of the online mortgage company known as Better rose as much as 176% on Monday, triggering multiple halts for volatility, before paring gains to 47%. They’ve now gained more than 450% so far this year. In series of posts on the social-media site X, Jackson called the stock a “350-bagger,” meaning he sees the shares hitting around $12,000 apiece in two years versus a close of $34.09 on Friday. That would give the company, worth about $521 million at the end of last week, a market value over $180 billion. He said his fund, EMJ Capital, was long the stock.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Newmont (NEM) shares rise after the gold miner Newmont sold a 13.3% stake in Orla Mining, a Canadian mineral exploration company. eek: Newmont also agreed to sell its Coffee Project in the Yukon, Canada to Fuerte Metals Corporation for up to $150 million.- Compass (COMP) shares fall after the company agreed to buy Anywhere Real Estate in a $1.5 billion stock deal. This would cement Compass’s status as the largest residential brokerage in the US.- Coinbase (COIN) shares fall after the company raised $60 million in fresh venture funds. The new dollars will go partly toward tie-ups with Coinbase.See omnystudio.com/listener for privacy information.

On this episode of Stock MoversFox (FOXA) shares rise after President Donald Trump suggested that Lachlan Murdoch and his father Rupert Murdoch are involved in the US takeover of TikTok.Pfizer (PFE) shares rise after the company announced they'll pay $4.9 billion for the obesity startup Metsera Inc. in a bid to catch up to rival drugmakers after failing to compete with its own weight-loss medications.Kenvue (KVUE) shares fall after the Trump administration officials plan to link the active ingredient in Tylenol to autism and warn pregnant women against using the medication unless they have a fever.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Pfizer (PFE) is moving as it agreed to buy the obesity startup Metsera Inc. for an enterprise value of about $4.9 billion to bolster its pipeline after a key weight-loss pill foundered. The US drugmaker will pay Metsera $47.50 in cash per share, and further payments of up to $22.50 per share if three specific and regulatory milestones are met, it said in a statement Monday. The deal represents a 43% premium to Metsera’s closing share price on Friday. - Oracle (ORCL) is rising his morning on news would recreate and provide security for a new US version of TikTok's algorithm under a deal to sell the app to a consortium of American investors. Oracle will operate in partnership with the US government on everything from algorithm retraining to application development and source code review to ensure content is free from improper manipulation or surveillance.- Alphabet (GOOG) shareholders are following news that the Justice Department is heading to court to force a breakup of Alphabet's Google, seeking to divest its advertising exchange AdX, which the department says is the best way to restore competition in the market for online display advertising. Google says a full divestiture of AdX isn’t needed and has proposed to make its ad tech tools work seamlessly with those of rivals, arguing that breaking apart integrated tools would harm website publishers and advertisers.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Oracle (ORCL) is rising his morning on news would recreate and provide security for a new US version of TikTok's algorithm under a deal to sell the app to a consortium of American investors. Oracle will operate in partnership with the US government on everything from algorithm retraining to application development and source code review to ensure content is free from improper manipulation or surveillance.- Kenvue (KVUE) is lower on a report from the Washington Post that Trump administration officials plan to link the active ingredient in Tylenol to autism and warn pregnant women against using the medication unless they have a fever. Kenvue, the maker of Tylenol, said "independent, sound science" shows taking acetaminophen does not cause autism and expressed concern over the health risk this poses for expecting mothers.- Pfizer (PFE) is moving as it agreed to buy the obesity startup Metsera Inc. for an enterprise value of about $4.9 billion to bolster its pipeline after a key weight-loss pill foundered. The US drugmaker will pay Metsera $47.50 in cash per share, and further payments of up to $22.50 per share if three specific and regulatory milestones are met, it said in a statement Monday. The deal represents a 43% premium to Metsera’s closing share price on Friday. - Amazon (AMZN), Microsoft (MSFT), and Meta (META) are among Mag 7 names mostly unchanged amid news of H-1B visas. President Trump signed a proclamation to overhaul the H-1B visa program, requiring a $100,000 fee for applications to curb overuse. The proclamation restricts entry under the H-1B program unless accompanied by the payment, and asserts that abuse of the H-1B pathway has displaced US workers.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- IAG and other European airline shares may be active, after airports in Berlin, London and Brussels faced continued delays on Sunday as a cyberattack on a key airline check-in system forced staff to process passengers manually.- Porsche is hitting the brakes on electric vehicles, correcting an expensive strategy that’s depressed the luxury-car maker’s margins and is dragging down parent Volkswagen AG. - BBVA raised the value of its takeover bid for Banco Sabadell SA by about 10% as it looks to convince investors in the smaller rival to tender their shares.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers, we look at some of the biggest gainers and decliners of the week, including: - Intel (INTC) shares rallied this week on news Nvidia agreed to invest $5 billion in the chipmaker and said the the two will co-develop chips for PCs and data centers, a surprise move to help prop up an ailing archrival that sent Intel shares soaring. Nvidia will buy Intel common stock at $23.28 per share, the two companies said on Thursday. Intel will use Nvidia’s graphics technology in upcoming personal computer chips and also provide its processors for data center products built around Nvidia hardware. Intel shares surged 23% at the close in New York on Thursday, the biggest single-day jump since October 1987. Nvidia stock gained 3.5% and has increased 31% this year. - Oracle (ORCL) shares surged in trading on Friday on reports it's in in discussions with Meta Platforms Inc. for a cloud computing deal worth about $20 billion, providing further evidence that the company has become a significant infrastructure provider. Under the multiyear deal, Oracle would provide the social media giant with computing power for training and deploying artificial intelligence models, according to people familiar with the talks. The total commitment amount may increase and other deal terms could still change before a final agreement, said the people, who asked not to be named because the discussions were private. - Darden Restaurants (DRI) shares slipped after several analysts reduced their price targets following the restaurant company's disappointing results on Thursday. Sales for the company’s core restaurant brands showed greater-than-expected deceleration from the previous quarter. Profits also trailed Street expectations for the quarter, hurt in part by food inflation, while slight boost to annual top-line forecasts fail to flow to the bottom line, which was maintained. 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.- FedEx (FDX) shares rallied the day after it announced earnings. It expects a $1 billion hit from trade volatility this year, underscoring the impact of President Donald Trump’s tariffs and the loss of a key exemption for low-value goods. Most of that reduction to adjusted operating profit stems from lower shipments from China to the US — a highly profitable shipping lane that’s been hit hard by tariffs. About $300 million is due to the higher cost of clearing goods through customs, according to FedEx Chief Financial Officer John Dietrich. Investors embraced that the company reinstated full-year guidance. - Apple (AAPL) shares rose as its new iPhone 17 sales opened to strong demand for pro models. It’s the first time since 2020 that Apple has rolled out several new phone designs. Alongside the new handsets, it also released into stores the Apple Watch SE, Watch Series 11, Watch Ultra 3 and AirPods Pro 3. The new phones, which bring a fresh look in addition to battery life and camera improvements, attracted long lines at Apple stores from Hong Kong to London to New York to Los Angeles. At the Fifth Avenue location in Manhattan, a line for walk-ins — people who hadn’t preordered a device to pick up — wrapped around the block, extending to Madison Avenue. Multiple shoppers interviewed by Bloomberg News indicated they were upgrading belatedly from Apple’s four-year-old iPhone 13 series.- Oracle (ORCL) shares rose on reports its in in discussions with Meta Platforms for a cloud computing deal worth about $20 billion, providing further evidence that the company has become a significant infrastructure provider. Under the multiyear deal, Oracle would provide the social media giant with computing power for training and deploying artificial intelligence models, according to people familiar with the talks. The total commitment amount may increase and other deal terms could still change before a final agreement, said the people, who asked not to be named because the discussions were private.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Fedex (FDX) expects a $1 billion hit from trade volatility this year due to President Donald Trump’s tariffs and the loss of a key exemption for low-value goods. The company reinstated its financial guidance, saying revenue will grow by 4% to 6% in the current fiscal year, and expects adjusted earnings in the 2026 fiscal year will be $17.20 to $19 a share. FedEx is working on internal initiatives to cut costs, including merging its air and ground networks, and expects its efforts to create $1 billion in permanent cost reductions. - Oklo (OKLO) rose 15%. Trading volume was quadruple the average for this time of day. The shares increased to $121.04 from $104.97. The stock was the best performer among its peers. The S&P 500 Index rose 0.2%.- Netskope (NTSK) jumped 18% in its trading debut, after the cybersecurity firm raised $908.2 million in an initial public offering. The company’s cloud-native Netskope One platform incorporates artificial intelligence models to help companies protect customers from threats and keep sensitive data secure, according to the filings.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Builder Lennar (LEN) forecast for quarterly home orders missed analysts’ estimates as affordability concerns and the wavering job market keep a lid on buyer demand. The company projected 20,000 to 21,000 contracts for its fiscal fourth quarter, according to a statement Thursday. Analysts expected 21,047, the average in a survey compiled by Bloomberg. - CoreWeave (CRWV) shares are up 0.3% in premarket trading, after Loop Capital started coverage on the cloud-computing provider with a buy rating and $165 price target.- Intuit (INTU) shares are up 3.3% on Friday, with Wall Street firms positive on the tax-preparation software company in the wake of its analyst day event.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- FedEx (FDX) is higher after it reinstated its profit and sales forecast, saying revenue will grow by 4% to 6% in the current fiscal year, and expects adjusted earnings in the 2026 fiscal year will be $17.20 to $19 a share. Still, the company said it expects a $1 billion hit from trade volatility this year due to President Donald Trump’s tariffs and the loss of a key exemption for low-value goods.- Lennar (LEN) is moving to the downside as its forecast for quarterly home orders missed analysts' estimates due to affordability concerns and the wavering job market. Lennar's results "reflect both the continued pressures of today's housing market and the consistency of Lennar's operating strategy," according to Co-Chief Executive Officer Stuart Miller.- Intel (INTC) is falling as Citigroup downgrades to sell from neutral, pointing to the beleaguered chipmaker’s rich valuation. The stock rallied 23% on Thursday after Nvidia agreed to invest $5 billion in the company. Analyst Christopher Danely says “the stock is pricing in success in its leading-edge foundry business, which we believe has minimal chance to succeed.”See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- FedEx (FDX) is higher after it reinstated its profit and sales forecast, saying revenue will grow by 4% to 6% in the current fiscal year, and expects adjusted earnings in the 2026 fiscal year will be $17.20 to $19 a share. Still, the company said it expects a $1 billion hit from trade volatility this year due to President Donald Trump’s tariffs and the loss of a key exemption for low-value goods.- Lennar (LEN) is moving to the downside as its forecast for quarterly home orders missed analysts' estimates due to affordability concerns and the wavering job market. Lennar's results "reflect both the continued pressures of today's housing market and the consistency of Lennar's operating strategy," according to Co-Chief Executive Officer Stuart Miller.- Intel (INTC) is falling as Citigroup downgrades to sell from neutral, pointing to the beleaguered chipmaker’s rich valuation. The stock rallied 23% on Thursday after Nvidia agreed to invest $5 billion in the company. Analyst Christopher Danely says “the stock is pricing in success in its leading-edge foundry business, which we believe has minimal chance to succeed.”- Tesla (TSLA) is rising on an upgrade. Baird is upgrading it to outperform from neutral, noting that the electric-car maker is increasingly viewed as the leader in physical AI. Baird’s Ben Kallo says the “relatively muted stock reactions following a series of less than stellar quarters and investor inbounds regarding long-term initiatives lead us to believe focus has increasingly shifted to the future for TSLA.”See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Goldman Sachs reinstated coverage of BAE Systems Plc with a recommendation of buy.- Swiss Marketplace Group’s shares rallied in its Switzerland debut, showing solid demand and a positive sign for Europe’s recovering initial public offering scene. - Croda International’s stock jumped the most in nearly five months after an American investment management company disclosed it held more than 5% voting rights in the British chemicals supplier.See omnystudio.com/listener for privacy information.

On this edition of Stock Movers:- FedEx (FDX) shares rose in after hours trading after the company reported better than expected earnings. FedEx reinstated its full-year profit outlook, a sign that the company is gaining some clarity on the future of its business even while the pressure from tariffs is far from over. Adjusted earnings in the 2026 fiscal year will be $17.20 to $19 a share, the company said Thursday in a statement detailing its first-quarter results. The midpoint is slightly below the $18.25 average of analyst estimates compiled by Bloomberg. The company expects revenue to grow by as much as 6% this year compared with a 1.2% average gain forecast by analysts.The sales forecast suggests FedEx anticipates robust volumes during the holiday season, typically its busiest period. Results in its Express unit were helped by higher-margin priority packages, increased US parcel volumes and savings from its cost-cutting initiatives.- Netskope (NTSK) jumped 18% in its trading debut, after the cybersecurity firm raised $908.2 million in an initial public offering. Shares in the Santa Clara, California-based company closed at $22.49 each on Thursday, above the IPO price of $19 apiece. The deal was priced at the top of the increased price range of $17 to $19 each. The trading gives the company a market value of $8.6 billion, based on the outstanding shares in its filings. Founded in 2012, the company’s cloud-native Netskope One platform incorporates artificial intelligence models to help companies protect customers from threats and keep sensitive data secure, according to the filings. It counts Colgate-Palmolive Co., Home Depot Inc. and Bayer AG among its customers. Netskope’s IPO drew demand for more than 23 times the available shares, Bloomberg News reported Tuesday. To Chief Executive Officer Sanjay Beri, the strong demand reflects how the company is “modernizing both networking and security for the cloud and AI era.- Intel (INTC) shares soared today after the firm announced that Nvidia had agreed to invest $5 billion in the company and co-develop chips for PCs and data centers. The move comes less than a month after President Donald Trump sealed a deal for a roughly 10% US government stake in Intel. Thursday’s surge in Intel shares pushed the stock to $30.57, boosting the value of the government’s stake to about $13 billion, a $4.4 billion gain on paper since the deal was inked in August. Under that agreement, the US government said it would buy 433.3 million shares of Intel’s common stock at $20.47 per share.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.- The US government’s bet on Intel (INTC) is paying off in a big way after a surprise investment from Nvidia Corp. sparked the biggest rally in the chipmaker’s shares in nearly four decades. Intel shares soared 23% on Thursday after the firm announced that Nvidia had agreed to invest $5 billion in the company and co-develop chips for PCs and data centers. The move comes less than a month after President Donald Trump sealed a deal for a roughly 10% US government stake in Intel. Thursday’s surge in Intel shares pushed the stock to $30.57, boosting the value of the government’s stake to about $13 billion, a $4.4 billion gain on paper since the deal was inked in August. Under that agreement, the US government said it would buy 433.3 million shares of Intel’s common stock at $20.47 per share.- Novo Nordisk (NOVO) rose the most in a month after its diabetes blockbuster Ozempic beat Eli Lilly & Co.’s older drug Trulicity in a real-world survey of certain US patients. Medicare patients who took Ozempic were 23% less likely to have a heart attack, stroke or die than people on Trulicity, Novo said in a presentation at the European Association for the Study of Diabetes conference in Vienna. The study followed almost 60,000 people with diabetes and heart disease. - FedEx (FDX) reinstated its full-year profit outlook, a sign that the company is gaining some clarity on the future of its business even while the pressure from tariffs is far from over. Adjusted earnings in the 2026 fiscal year will be $17.20 to $19 a share, the company said Thursday in a statement detailing its first-quarter results. The midpoint is slightly below the $18.25 average of analyst estimates compiled by Bloomberg. The company expects revenue to grow by as much as 6% this year compared with a 1.2% average gain forecast by analysts.See omnystudio.com/listener for privacy information.

On this edition of Stock Movers:- Intel (INTC) shares soared after Nvidia agreed to invest $5 billion in the chipmaker and said the two will co-develop chips for PCs and data centers, a surprise move to help prop up an ailing archrival that sent Intel shares soaring. Nvidia will buy Intel common stock at $23.28 per share, the two companies said on Thursday. Intel will use Nvidia’s graphics technology in upcoming personal computer chips and also provide its processors for data center products built around Nvidia hardware. Intel and Nvidia billed their agreement as a product hook-up that gives them the opportunity to move into areas of the computer market they don’t currently reach, an overall opportunity that may be worth as much as $50 billion a year, according to Nvidia’s Chief Executive Officer Jensen Huang. Investors saw the announcement as a shot in the arm for Intel as the company struggles to stem losses and catch competitors, like Nvidia, that it once dwarfed.- Olive Garden owner Darden Restaurants (DRI) shares slumped after 1Q comparable sales for the company’s core restaurant brands showed greater-than-expected deceleration from the previous quarter. Profits also trailed Street expectations for the quarter, hurt in part by food inflation, while slight boost to annual top-line forecasts fail to flow to the bottom line, which was maintained. - Shares of Cracker Barrel Old Country Store Inc. (CBRL) slumped after its sales guidance missed expectations, showing the brand is still dealing with the fallout from its controversial and short-lived logo change. Revenue in fiscal 2026, which will run through next July, is projected to be in a range of $3.35 billion to $3.45 billion, the company said in a statement Wednesday. Analysts were expecting sales of $3.52 billion in the period, according to the average of estimates compiled by Bloomberg. The mid-point of Cracker Barrel’s range suggests sales will remain similar to the past two years, when growth has stagnated. The outlook assumes foot traffic at existing stores declines 4% to 7% in the coming year, the company said.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:Intel (INTC) shares surges after Nvidia Corp. agreed to invest $5 billion in Intel Corp. and the two will co-develop chips for PCs and data centers.AMD (AMD) shares falls after Nvidia Corp. agreed to invest Intel Corp. and the two will co-develop chips for PCs and data centers.Darden Restaurants (DRI) shares fall after it said growth from existing locations at its key Olive Garden and LongHorn chains slowed from last quarter and looks set to slide further, signaling a recovery may have peaked. Earnings also missed.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Intel (INTC) shares surge after Nvidia Corp. agreed to invest $5 billion in Intel Corp. and the two will co-develop chips for PCs and data centers.- Novo (NVO) shares rose after its diabetes drug Ozempic beat Eli Lilly & Co.'s Trulicity in a real-world survey of certain US patients.- Cracker Barrel (CBRL) shares fall after the companies projected revenue in fiscal 2026 to be in a range of $3.35 billion to $3.45 billion, which missed expectations.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Nvidia (NVDA) and Intel (INTC) are both higher this morning on news Nvidia agreed to invest $5 billion in Intel and the two will co-develop chips for PCs and data centers. Intel will use Nvidia’s graphics technology in upcoming PC chips and provide its processors for data center products built around Nvidia hardware.- Darden Restaurants (DRI) is lower this morning ahead of the bell after 1Q comparable sales for the company’s core restaurant brands showed greater-than-expected deceleration from the previous quarter. Profits also trailed Street expectations for the quarter, hurt in part by food inflation, while slight boost to annual top-line forecasts fail to flow to the bottom line, which was maintained. - Cracker Barrel (CRBL) is lower on news it projects revenue in fiscal 2026 to be in a range of $3.35 billion to $3.45 billion, which missed expectations.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Nvidia (NVDA) is rebounding after the China ban and news Huawei unveiled new technology, including SuperPod cluster designs and AI accelerators, to challenge Nvidia's dominance in the growing market.- Roche (RHHBY) is higher this morning on news it will acquire the biopharmaceutical company 89bio for up to $3.5 billion, bolstering the Swiss drugmaker’s pipeline in the booming market to treat obesity and related illnesses. Analysts say the deal makes sense.- Palantir (PLTR) is gaining on news Palantir will invest up to £1.5b in the UK through a new partnership with the Ministry of Defence, according to a government statement.- Red Cat Holdings (RCAT) is lower as the drone company announced a stock offer. It says it is integrating robotic hardware and software for military, government, and commercial operations, announced today the pricing of an underwritten public offering of 15,625,000 shares of common stock at a price to the public of $9.60 per share.Eric MolloSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Next shares dropped as much as 6.3% after the UK fashion retailer said it expects UK sales growth to be lower in the second half compared with the first. - Kone shares touched their highest level since early 2022. The Finnish company is exploring a potential bid for rival TK Elevator, even as the German firm’s private equity owners look at an initial public offering of the business, according to people familiar with the matter- Continental carved out its auto-parts unit and is looking to sell its industrial unit ContiTech next year as it refocuses on its tires business, reversing decades of expanding its portfolio.See omnystudio.com/listener for privacy information.

On this edition of Stock Movers:- StubHub (STUB) shares declined 6.4% in the ticketing platform’s debut after raising $800 million in an initial public offering. Shares of the New York-based company closed at $22 each on Wednesday, erasing an initial gain. The firm had sold 34 million shares Tuesday at $23.50, after offering them for $22 to $25 each. The trading gives StubHub a market value of about $8.1 billion based on the outstanding shares listed in its earlier filings.- Workday (WDAY) shares rose today after Elliott Investment Management unveiled a $2 billion-plus investment in Workday Inc., sending its shares up as much as 10% Wednesday. The activist investor said Workday Chief Executive Officer Carl Eschenbach and his team have made “substantial progress” in recent years driving growth and customer retention, according to a statement Tuesday. Workday announced on its analyst day on Tuesday a $1.1 billion acquisition of artificial intelligence company Sana. It also said it is partnering with Databricks Inc., Salesforce Inc. and Snowflake Inc. to allow access of human resources and finance data on its platform. “We are pleased with our dialogue with the team and believe the plan announced at today’s financial analyst day represents a significant enhancement of Workday’s operating model and capital allocation framework,” Elliott said in the statement.- Hologic (HOLX) shares soared today after Blackstone Inc. and TPG Inc. have revived their interest in acquiring medical device maker Hologic Inc., according to people familiar with the matter. The investment firms have re-engaged with Hologic’s board in recent weeks about a potential takeover of the company, the people said, asking not to named because the matter is private. Blackstone and TPG are in the process of conducting due diligence, they said.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.- Workday (WDAY) shares rose today after Elliott Investment Management unveiled a $2 billion-plus investment in Workday Inc., sending its shares up as much as 10% Wednesday. The activist investor said Workday Chief Executive Officer Carl Eschenbach and his team have made “substantial progress” in recent years driving growth and customer retention, according to a statement Tuesday. Workday announced on its analyst day on Tuesday a $1.1 billion acquisition of artificial intelligence company Sana. It also said it is partnering with Databricks Inc., Salesforce Inc. and Snowflake Inc. to allow access of human resources and finance data on its platform. “We are pleased with our dialogue with the team and believe the plan announced at today’s financial analyst day represents a significant enhancement of Workday’s operating model and capital allocation framework,” Elliott said in the statement.- Krispy Kreme (DNUT) shares rallied today after FBI Director Kash Patel commented on his purchases of Krispy Kreme Inc. and ON Semiconductor Corp. stocks during his testimony in Congress. Patel explained that he’s long liked to trade stocks and said that in this case he simply saw “good investment” opportunities in Krispy Kreme Inc. and ON Semiconductor Corp.- Cracker Barrel Old Country Store Inc. (CBRL) shares fell today after the company offered sales guidance for the current fiscal year that missed expectations, suggesting the brand is still dealing with the fallout from its controversial logo change. Revenue in fiscal 2026, which ends next summer, is projected to be in a range of $3.35 billion to $3.45 billion, the company said in a statement Wednesday. Analysts are expecting sales of $3.52 billion in the period, according the average of estimates compiled by Bloomberg. The mid-point of Cracker Barrel’s range suggests sales will remain similar to the past two years, when growth has stagnated. The outlook assumes foot traffic at existing stores declines 4% to 7% in the coming year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Workday (WDAY) shares rise after Elliott Investment Management says the human-resources software company has made substantial progress in recent years, and called the plan announced at the event a significant enhancement of the company’s operating model and capital allocation framework. - Lyft (LYFT) shares rise after they announced their partnership with Waymo to offer robotaxi service in Nashville starting next year. Waymo will launch fully autonomous operations in Nashville in the coming months, with rides opening to the public next year through the Waymo app and then on Lyft's platform.- Nvidia (NVDA) shares fall after the Financial Times reported that China’s internet regulator has told the country’s biggest technology companies to stop buying Nvidia artificial intelligence chips and terminate their existing orders. The Cyberspace Administration of China informed companies including ByteDance and Alibaba this week to terminate their testing and orders of the RTX Pro 6000. BBC reports that Nvidia CEO Jensen Huang is “disappointed” and that he would be "patient" in responseSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:Nvidia (NVDA) shares fall after the Financial Times reported that China’s internet regulator has told the country’s biggest technology companies to stop buying Nvidia artificial intelligence chips and terminate their existing orders. The Cyberspace Administration of China informed companies including ByteDance and Alibaba this week to terminate their testing and orders of the RTX Pro 6000. BBC reports that Nvidia CEO Jensen Huang is “disappointed” and that he would be "patient" in response General Mills (GIS) shares fall after 1Q adjusted EPS at 86 cents tops analyst estimates. Company cited a rise in cooking at home among value-conscious consumers struggling with inflation -- a lot of rice and beans. Sales in the important North America retail segment dropped 13% for the quarter to $2.6 billion, largely due to lower volume and divestiture of the yogurt business in that region Eli Lilly (LLY) shares higher after Patients on Eli Lilly's experimental diabetes pill lost more weight and had better blood sugar control than those on an older, approved rival from Novo Nordisk. First head-to-head trial of the two drugs Patients given Eli Lilly's oral GLP-1 drug lost 8.2% of their body weight in 52 weeks versus 5.3% for Novo's drug. Doctors welcomed the results and say the tablet will make it possible to treat more patients because it’s easier to produce and to take, and may eventually be cheaperSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Nvidia (NVDA) is lower after China’s internet watchdog has instructed companies including Alibaba and ByteDance to terminate orders for Nvidia’s RTX Pro 6000D, the Financial Times reported. The Cyberspace Administration of China told companies to stop testing the chip and cancel existing orders, according to the FT.- New Fortress Energy (NFE) shares are soaring, set to extend Tuesday’s record 45% rally, after billionaire Wes Edens’ firm finalized a seven-year deal worth $4 billion to supply liquefied natural gas to Puerto Rico.- Workday (WDAY) shares are rising in the wake of an analyst day event that prompted at least two upgrades. In addition, Elliott Investment Management says the human-resources software company has made substantial progress in recent years, and called the plan announced at the event a significant enhancement of the company’s operating model and capital allocation framework.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Nvidia (NVDA) is lower after China’s internet watchdog has instructed companies including Alibaba and ByteDance to terminate orders for Nvidia’s RTX Pro 6000D, the Financial Times reported. The Cyberspace Administration of China told companies to stop testing the chip and cancel existing orders, according to the FT.- Baidu (BIDU) jumped in Hong Kong as optimism over its AI chip potential grows. The stock soared after Arete Research Services LLP lifted its rating on Baidu's American depositary receipts to buy from sell. Baidu's chip venture has the potential to more than offset the drag from its struggling online advertising business, according to Arete analysts.- Eli Lilly (LLY) is down on news Novo Nordisk A/S is working on a strategy to make obesity treatment more personalized and wants to offer options for every kind of patient.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Novo Nordisk received an upgrade to buy from hold at Berenberg, which switches its preferences within the obesity sector to make the Danish company its top pick instead of Eli Lilly. - Morgan Stanley upgraded Centrica's stock to an overweight, or buy, rating. Their analyst made Centrica the new top pick within UK utilities. The shares aren’t even fully valuing its existing business, let alone potential upside from deals including Sizewell C and the Grain LNG terminal, a note said. - Inditex gained to outperform peers as UBS raised the recommendation on the Zara owner to buy from neutral. Analysts at UBS said they felt confident in its long term growth following a strong start to the autumn-winter season.See omnystudio.com/listener for privacy information.

On this edition of Stock Movers:- Hershey (HSY) shares climbed today after Goldman Sachs wrote in a note saying the chocolate maker's market-share trends are improving, and there are incremental tailwinds ahead for the chocolate and confectionery company, Goldman Sachs writes in note as double-upgrades to buy. Analyst Leah Jordan says Hershey has historically had strong pricing power linked to its iconic portfolio, and recent announcements on pricing are expected to drive outsized growth in FY26. Cost pressures from tariffs and price of cocoa are well understood and now reflected in expectations, which leaves a more compelling risk profile. Previous negative view on the company had been mainly based on market-share losses in US, but trends are showing some signs of improvement.- Hims & Hers Health (HIMS) shares slid today after the FDA sent a warning letter to the telehealth platform, saying the company’s claims about compounded semaglutide products on their website are false or misleading.- Warner Bros. Discovery (WBD) shares fell as TD Cowen downgraded to hold from buy after the stock rallied even as Paramount is still to make an official offer. Analyst Douglas Creutz says the stock has surged “well beyond our $14 price target following last week’s unsubstantiated report that Paramount Skydance may be considering a bid for the company” “While PSKY may come in with a $20+ bid, we don’t love the risk-reward here given the potential for WBD shares to quickly round-trip to $11-$12 if the bid doesn’t materialize”. Downgrade reflects “the speculative nature of the current rally and the elevated risk profile at these levels”.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.- Oracle (ORCL) shares rose today. TikTok’s American operations would be acquired by an investor consortium that includes Oracle Corp., Andreessen Horowitz and private equity firm Silver Lake Management LLC under a framework deal that US President Donald Trump is set to discuss with Chinese President Xi Jinping later this week. The tentative agreement, unveiled on Monday by senior US and Chinese officials after two days of talks in Madrid, would create a US-based version of the popular social media app with Oracle, Andreessen and Silver Lake all holding stakes in the new venture, according to people familiar with the matter. Under the deal, ByteDance Ltd.’s stake in TikTok would be reduced to below 20% to satisfy a US national security law passed in 2024 requiring the Beijing-based company to divest or face a ban in the American market. If completed, with the blessing of Trump and Xi, the transaction would allow the video-sharing platform to keep operating in the US and remove a sticking point in US-China relations.- Ralph Lauren (RL) shares dropped today after the apparel company sees revenue growth remaining similar to recent rates over the next three years. The New York-based retailer is projecting sales to grow at a mid-single-digit percentage annually through fiscal 2028, according to a statement Tuesday. That’s roughly in-line with estimates from analysts compiled by Bloomberg. But it’s also slower growth than the company has posted in recent quarters.- The New York Times (NYT) shares are down today. President Trump filed a $15 billion defamation suit against the Times and Penguin Random House LLC, accusing the paper of serving as a “mouthpiece” for the Democrats.See omnystudio.com/listener for privacy information.

On this edition of Stock Movers: - Oracle (ORCL) shares climbed today on news that negotiations over the future of TikTok are progressing, relieving some uncertainty around one of the software company’s key customers. TikTok has been in limbo since the US decided to ban the app unless its Chinese owner divested it. President Donald Trump is scheduled to speak with Chinese President Xi Jinping on Friday after leaders from the two countries said a framework to keep the US app running was reached. Also, the Wall Street Journal reports that TikTok’s U.S. business would be controlled by an investor consortium including Oracle, Silver Lake and Andreessen Horowitz under a framework the U.S. and China are finalizing. - United Airlines (UAL) shares are down at the moment. However, Chief Executive Scott Kirby says improving travel demand going into the fall indicates the economy is stronger than statistics show. Airline demand is a “good, real time indicator” of what’s going on in the country, Kirby said at an event Tuesday near Newark airport.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Oracle said it will keep TikTok cloud deal under a new agreement that could close within the next 30 to 45 days. Treasury Secretary Scott Bessent said earlier on CNBC that he anticipates that President Trump and Chinese President Xi will agree on a final TikTok deal during their phone call on Friday. Bloomberg Intelligence: Oracle will likely restrict its role to providing cloud services and ensuring that no TikTok data flows back to China under any potential US-China agreement tied to a deal. We see a low likelihood of an equity investment in this potential involvement, given Oracle's substantial capital commitments to expand its cloud services to meet high AI cloud infrastructure demand. Oracle's potential participation in a deal was first reported by CBS.  Hershey (HSY) has double upgraded to Buy at Goldman Sachs. It's now rated a buy, and price target at $222, implies a 20% increase from Monday’s close. Goldman: Market-share trends are improving, and there are incremental tailwinds ahead; has historically had strong pricing power linked to its iconic portfolio, and recent announcements on pricing are expected to drive outsized growth in FY26; Cost pressures from tariffs and price of cocoa are well understood and now reflected in expectations, which leaves a more compelling risk profile  Warner Bros Discovery (-6%)TD Cowen downgraded the stock to hold from buy. Analyst says the stock has surged “well beyond our $14 price target following last week’s unsubstantiated report that Paramount Skydance may be considering a bid for the company”. Senator Elizabeth Warren weighs in on X, saying any proposed deal should be blocked -- "This deal would be a dangerous concentration of power over our media and news."See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- President Donald Trump filed a $15 billion defamation lawsuit against The New York Times (NYT) accusing the paper of serving as a “mouthpiece” for the Democrats. The New York Times said in a statement that the lawsuit “has no merit” and “is an attempt to stifle and discourage independent reporting”. The lawsuit cites the Times’ news and opinion articles, as well as a book written by two of the paper’s reporters, as part of a “decades-long pattern” of intentional and malicious defamation against President Trump.- Oracle (ORCL) shares extended their climb in premarket trading to as much as 5.7% after CBS News reported that the software giant is among a consortium of firms that would enable TikTok to continue operations in the US if a framework deal is finalized. Structure of the final deal is unclear but will include multiple companies, CBS News reports, citing unidentified people with knowledge of the negotiations.-Shares of Webtoon Entertainment Inc (WBTN) rose sharply in pre-market trading after announcing a partnership with The Walt Disney company to build a digital comics platform that will bring together decades of Marvel, Star Wars, Pixar and Disney titles.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Tesla (TSLA) is higher and pairing early gains after US auto safety regulators opened an investigation into Tesla Inc. doors, citing incidents in which exterior door handles stopped working and trapped children inside. The National Highway Traffic Safety Administration's investigation is focused on the operability of the electronic door locks from outside of the vehicle as that circumstance is the only one in which there is no manual way to open the door.- Oracle (ORCL) is higher on a CBS report that the company could provide AI infrastructure ands support on a US-TikTok deal. US and Chinese representatives discussed TikTok, trade and the economy during high-level talks. The talks included national security issues and the status of ByteDance Ltd.'s TikTok, which faces a deadline to reach a deal to continue operations in the US.- Dave & Buster's Entertainment (PLAY) is in decline after the restaurant operator reported adjusted earnings per share and revenue for the second quarter that came in well below the average analyst estimate. Analysts cut their estimates and price targets on the stock.- Webtoon Entertainment (WBTN) jumped after news Walt Disney is bringing its marquee comics to a new digital platform and app in partnership with Webtoon. Disney announced it plans to acquire a 2% equity interest in Webtoon as part of a deepening partnership between the two companies to build the new service.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Oracle (ORCL) is higher on a CBS report that the company could provide AI infrastructure ands support on a US-TikTok deal. US and Chinese representatives discussed TikTok, trade and the economy during high-level talks. The talks included national security issues and the status of ByteDance Ltd.'s TikTok, which faces a deadline to reach a deal to continue operations in the US.- Hershey Co. (HSY) is rising this morning after a Goldman Sachs wrote in a note Hershey’s market-share trends are improving, and there are incremental tailwinds ahead for the chocolate and confectionery company. Analyst Leah Jordan says Hershey has historically had strong pricing power linked to its iconic portfolio, and recent announcements on pricing are expected to drive outsized growth in FY26.- Dave & Buster's Entertainment (PLAY) is in decline after the restaurant operator reported adjusted earnings per share and revenue for the second quarter that came in well below the average analyst estimate. Analysts cut their estimates and price targets on the stock.- Webtoon Entertainment (WBTN) jumped after news Walt Disney is bringing its marquee comics to a new digital platform and app in partnership with Webtoon. Disney announced it plans to acquire a 2% equity interest in Webtoon as part of a deepening partnership between the two companies to build the new service.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Trustpilot reported revenue for the first half-year that beat the average analyst estimate.- Analysts including Harry Gowers cut EasyJet to neutral, establish a Street-low price target and place the carrier on a negative catalyst watch into its FY results on November 25th - Jefferies downgrades L’Oreal to underperform and Beiersdorf to hold, saying that perceptions of medium-term growth rates are likely to fade over coming quarters.See omnystudio.com/listener for privacy information.