
Stock Movers
2,217 episodes — Page 6 of 45

Nike Slumps, Intel Jumps, Tesla Gains
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Nike (NKE) shares slide as much as 14%, to the lowest level since Feb. 2015, after the sportswear company forecast a revenue drop of as much as 4% for the fourth quarter, and warned sales declines could persist for the rest of this calendar year. - Intel (INTC) shares are up 9.8% on Wednesday, after the chipmaker agreed to pay $14.2 billion to buy back half of a plant in Ireland. D.A. Davidson wrote that the move bodes well for the company’s turnaround story. - Tesla (TSLA) likely delivered about 372,160 vehicles during the last three months, up about 11% from a year ago, but still among the lowest recent quarterly totals for the company. Slower sales are likely the new normal for Tesla as it pivots its focus to AI, autonomy and robotics amid weakening global EV demand and a US market that now lacks a federal tax incentive for plug-in cars. Shares rose as a result.See omnystudio.com/listener for privacy information.

Intel Jumps, Boeing Rises, Nike Drops on Disappointing Forecast
On this episode of Stock Movers: - Intel (INTC) shares jump. Intel Corp. agreed to pay $14.2 billion to buy back half of a plant in Ireland that it had previously sold to Apollo Global Management. The transaction will be financed with cash on hand and the issuance of about $6.5 billion in new debt, according to Intel. - Boeing (BA) The Pentagon announced a partnership with Boeing and Lockheed Martin to triple the production capacity of seekers for the Patriot Advanced Capability-3 Missile Segment Enhancement, according to a statement. - Nike (NKE) shares drop after the company announced a disappointing forecast, causing the company's shares to fall, and Chief Executive Officer Elliott Hill expressed frustration to staff.See omnystudio.com/listener for privacy information.

Beyond Meat Misses Estimates; Tilray Brands Beats; RH Falls
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - RH shares plunge after the home furnishing company forecast revenue for the first quarter that missed the average analyst estimate. - Beyond Meat (BYND) forecast net revenue for the first quarter; the guidance missed the average analyst estimate. - Tilray Brands (TLRY) reaffirmed its adjusted Ebitda guidance for the full year; the guidance beat the average analyst estimate.See omnystudio.com/listener for privacy information.

Nike Slumps; RH Falls; Disney Rises
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Nike (NKE) shares tumbled after the retailer gave a surprisingly gloomy outlook for the year ahead, complicating Chief Executive Officer Elliott Hill’s efforts to turn around the business. Revenue is expected to decline 2% to 4% in the current quarter and will be down in the low single-digits for the rest of the calendar year, management told investors on an earnings call Tuesday evening. Analysts surveyed by Bloomberg had been looking for 2% sales growth this quarter and bigger gains as the year progressed.- RH shares plunge after the upscale furnishing company forecast revenue for the first quarter that missed the average analyst estimate. Analysts say the forecast is pressured by execution and supply chain disruptions. - Walt Disney (DIS) shares rises as Raymond James upgrades to outperform from market perform, citing an attractive entry point for the stock.See omnystudio.com/listener for privacy information.

Rolls-Royce Gains, Lufthansa Rises, Berkeley Tumbles
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Rolls-Royce shares jump as much as 10%, the biggest gain in eight months. - Lufthansa is readying plans to ground planes in case demand drops because of the war in the Middle East. Europe’s biggest aviation group has assigned teams to develop crisis responses that differ in severity, Chief Executive Officer Carsten Spohr told employees Tuesday, according to a spokesman for Lufthansa. - Berkeley shares plunged the most in almost 10 years after the UK housebuilder signaled smaller-than-anticipated earnings in the medium term, citing reduced potential for interest rate cuts on account of the Iran War.See omnystudio.com/listener for privacy information.

Shell Dips, Lufthansa Rises, Berkeley Tumbles
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Shell shares dip as much 2.4% amidst uncertainty in energy markets tied to the Middle East conflict. - Lufthansa is readying plans to ground planes in case demand drops because of the war in the Middle East. Europe’s biggest aviation group has assigned teams to develop crisis responses that differ in severity, Chief Executive Officer Carsten Spohr told employees Tuesday, according to a spokesman for Lufthansa. - Berkeley shares plunged the most in almost 10 years after the UK housebuilder signaled smaller-than-anticipated earnings in the medium term, citing reduced potential for interest rate cuts on account of the Iran War.See omnystudio.com/listener for privacy information.

Nike Slips, Airlines Surge, Apellis Pharma Soars
On this episode of Stock Movers:- Nike (NKE) shares slipped despite reporting better-than-expected sales on concerns that the war in Iran could exacerbate weakness in the region that includes Europe and the Middle East and disrupt the sportswear company’s turnaround. Sales were $11.3 billion in the company’s fiscal third quarter, surpassing the average of estimates compiled by Bloomberg but flat from a year earlier. While performance in China improved, the Converse brand remained a problem area and the EMEA region, which also includes Africa, missed estimates.- Airlines climb as much as: United +8.6%, Delta +6.7%, American +6.1%. The S&P Supercomposite Airlines Industry Index jumps as much as 6.6%, the most since Feb. 6. Jet fuel prices have soared during the war, prompting warnings from across Wall Street about the financial impact on carriers and pushing the airlines index into a bear market- Biogen has agreed to acquire Apellis Pharmaceuticals Inc. for $5.6 billion, expanding its treatments in immunology and rare diseases in one of the company’s largest-ever acquisitions.The Cambridge, Massachusetts-based biotech company will pay $41 a share for Apellis, more than double its closing price on Monday, Biogen said in a statement, confirming a Bloomberg News report. Apellis’ (APLS) stock had declined 32% so far this year through Monday’s close. Apellis shares soared 135% to $40.23 on Tuesday in New York, their largest jump ever. Biogen shares closed down 2.3%.See omnystudio.com/listener for privacy information.

Closing Bell: Marvell Surges on Nvidia Deal, Delta Rises, McCormick Sinks
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.- Marvell Technology (MRVL) shares soared in trading on Tuesday on news that Nvidia will take a $2 billion stake in it. Nvidia, which has made several billion-dollar investments in firms across the artificial intelligence supply chain in recent years, and Marvell also agreed to collaborate on the development of silicon photonics, which use light instead of traditional copper wiring to move data faster and more efficiently. And the companies will work together on ways to better leverage telecommunications networks for AI computing, according to a statement issued Tuesday.- Delta Airlines (DAL) will use Amazon.com Inc.’s satellites to deliver in-flight Wi-Fi service, a big win for the e-commerce giant’s space business as it vies with Elon Musk’s Starlink for aviation customers. Delta agreed to install the Amazon Leo internet service on 500 aircraft starting in 2028, enabling faster and more reliable internet to support streaming video and messaging, according to a Tuesday announcement from the airline. Shares of Delta rallied.- McCormick (MKC) shares slipped in trading on Tuesday as the spice company agreed to combine with Unilever’s Foods business in a deal valuing Unilever Foods at about $44.8 billion and at enterprise value for McCormick of about $21.0 billion.See omnystudio.com/listener for privacy information.

Constellation Energy Drops, Marvell Rallies on Nvidia Investment, Unilever Slides
Today's biggest winners and losers in the stock market.On this episode of Stock Movers: - Constellation Energy (CEG) shares fell as much as 9.3% after it gave an full-year earnings per share guidance that missed the average analyst estimate at the midpoint, and failed to advance details on data-center deals.- Marvell Technology (MRVL) shares jumped as much as 11% in trading on Tuesday on news that Nvidia (NVDA) is taking a $2 billion stake in it. Nvidia, which has made several billion-dollar investments in firms across the artificial intelligence supply chain in recent years, and Marvell also agreed to collaborate on the development of silicon photonics, which use light instead of traditional copper wiring to move data faster and more efficiently. And the companies will work together on ways to better leverage telecommunications networks for AI computing, according to a statement issued Tuesday.- Unilever (ULVR) shares fall as much as 7.3% in London to the lowest level since April 2024 after the Anglo-Dutch company confirmed a $44.8 billion deal to combine its food business with spice maker McCormick. Analysts at RBC Capital Markets said they are unimpressed by the deal. McCormick shares fell as much as 10% to the lowest since November 2017.See omnystudio.com/listener for privacy information.

Constellation Energy Falls, McCormick Slides, Apellis Pharmaceuticals Gains
On this episode of Stock Movers:- Constellation Energy (CEG) shares fall after it gave an full-year earnings per share guidance that missed the average analyst estimate at the midpoint.- McCormick (MKC) shares decline. Unilever Plc agreed to combine its food business with McCormick & Co. in a $44.8 billion deal that will create a global seasonings, sauces and condiments company. Under the agreement, McCormick will pay Unilever $15.7 billion and the equivalent of $29.1 billion McCormick shares for most of Unilever’s food business, leaving Unilever and its shareholders with 65% of the combined entity.- Apellis Pharmaceuticals (APLS) shares gain after Biogen agreed to acquire Apellis for $5.6 billion, expanding its treatments in immunology and rare diseases. The acquisition will give Biogen two approved drugs, Syfovre and Empaveli, which treat immune disorders and rare diseases, including a leading cause of blindness and rare kidney diseases.See omnystudio.com/listener for privacy information.

Eli Lilly Gains, McCormick Rises, Allbirds Soars on American Exchange Deal
On this episode of Stock Movers:- Eli Lilly (LLY) shares gained. The company agreed to buy sleep drug maker Centessa Pharmaceuticals Plc in a deal worth up to $7.8 billion, a sign the weight-loss medication giant is looking to bulk up its treatment pipeline for other conditions.- McCormick (MKC) shares rise. Unilever Plc agreed to combine its food business with spice maker McCormick & Co. in a $44.8 billion deal that will create a global seasonings, sauces and condiments company. Under the agreement, McCormick will pay the Anglo-Dutch company $15.7 billion and the equivalent of $29.1 billion McCormick shares for most of Unilever’s food business.- Allbirds (BIRD) shares soar. American Exchange Group has agreed to buy all of the assets and intellectual property of once-buzzy footwear brand Allbirds Inc. for $39 million. The shoemaker said the deal, which is expected to close in the second quarter, still needs shareholder approval. A distribution of net proceeds to stockholders is expected in the third quarter.See omnystudio.com/listener for privacy information.

Biogen to Buy Apellis; Lilly to Buy Sleep Drug Maker; Nvidia Invests $2 Billion in Marvell
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Biogen (BIIB) has agreed to acquire Apellis Pharmaceuticals Inc. for $5.6 billion, expanding its treatments in immunology and rare diseases in one of the company’s largest-ever acquisitions. The Cambridge, Massachusetts-based biotech company will pay $41 a share for Apellis, or more than double the company’s closing price on Monday. Apellis’ stock has declined 32% so far this year. - Eli Lilly (LLY) agreed to buy sleep drug maker Centessa Pharmaceuticals Plc in a deal worth up to $7.8 billion, a sign the weight-loss medication giant is looking to bulk up its treatment pipeline for other conditions.Lilly will pay $38 a share for Centessa plus a further $9 a share if three milestone targets are met, according to a statement Tuesday. The total represents a 70% premium to Monday’s close. The upfront payment represents an equity value of about $6.3 billion, with potential additional payments of about $1.5 billion. - Nvidia (NVDA) said it has invested $2 billion in Marvell Technology (MRVL) as part of an agreement to collaborate on silicon photonics technology, an effort to make AI services more affordable amid historic investments in the new technology.See omnystudio.com/listener for privacy information.

Lilly to Buy Centessa Pharmaceuticals; Biogen to Buy Apellis; Unilever Foods Exit
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Lilly (LLY) to buy Centessa Pharmaceuticals for $38/share in cash plus one non-transferrable contingent value right that entitles the holder to get up to an aggregate of $9 subject to the achievement of three milestones.- Biogen (BIIB) has agreed to acquire Apellis Pharmaceuticals Inc. for $5.6 billion, expanding its treatments in immunology and rare diseases in one of the company’s largest-ever acquisitions.The Cambridge, Massachusetts-based biotech company will pay $41 a share for Apellis, or more than double the company’s closing price on Monday. Apellis’ stock has declined 32% so far this year.- Unilever (ULVR) said talks to sell most of its food business to McCormick (MKC) are advanced and a final deal could be announced later on Tuesday in a historic move that will transform both companies.The Anglo-Dutch maker of Hellmann’s mayonnaise will offload most of its food unit, excluding some parts like its operations in India, for $15.7 billion cash upfront and the rest in McCormick equity, according to a statement Tuesday.See omnystudio.com/listener for privacy information.

LVMH Falls, Future Slumps, Dermapharm Drops
On this episode of Stock Movers:- LVMH, SAP, and Novo Nordisk have slumped by about 30% so far this year, making up about 53% of the total market capitalization shed by constituents of the Stoxx Europe 600 index.- Future slumps as much as 30%, to the lowest since October 2017, after what JPMorgan describes as a weak first-half trading update, showing impact from pressure on high-margin programmatic advertising and e-commerce revenue, and pay-per-click cost inflation.- Dermapharm shares fall 4.8% after the company announced full year results. Dermapharm forecast adjusted Ebitda for 2026 of EU331 million to EU341 million.See omnystudio.com/listener for privacy information.

LVMH Falls, Future Slumps, Getlink Rises
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- LVMH, SAP, and Novo Nordisk have slumped by about 30% so far this year, making up about 53% of the total market capitalization shed by constituents of the Stoxx Europe 600 index.- Future slumps as much as 30%, to the lowest since October 2017, after what JPMorgan describes as a weak first-half trading update, showing impact from pressure on high-margin programmatic advertising and e-commerce revenue, and pay-per-click cost inflation.- Mundys is close to unveiling a plan to increase its stake in Channel Tunnel operator Getlink SE, people with knowledge of the matter said, in a move aimed at deepening the Italian infrastructure group’s investments in France. Shares in Getlink have risen 12.5% over the last 12 months, giving the company a market value of about €9.9 billion ($11.3 billion).See omnystudio.com/listener for privacy information.

Cybersecurity Bounces Back, Sysco Sinks, Fannie and Freddie Surges
On this episode of Stock Movers:- Shares of security software companies are rising on Monday, with the group rebounding in the wake of recent weakness, which had been spurred by concerns over AI-related disruption. The Global X Cybersecurity ETF rose 2.4%. Palo Alto Networks shares were leading the S&P 500 higher on Monday, while shares of fellow cybersecurity companies were seeing strong rallies as well. A few factors may help explain the big moves.- Sysco (SYY) shares sink as much as 14%, the most intraday since April 2020, after the food and related products distributor agreed to acquire Jetro Restaurant Depot for $21.6 billion in cash and 91.5 million Sysco shares.- Shares of Fannie Mae (FNMA) and Freddie Mac (FMCC) surged by more than 30% each on Monday after Bill Ackman called both stocks “stupidly cheap,” the billionaire’s latest bullish bet on the U.S.-controlled mortgage giants he’s lobbied to have relisted on the public markets, as the Trump administration considers plans.See omnystudio.com/listener for privacy information.

Closing Bell: Boston Scientific Tumbles, Aluminum Stocks Soar, Fannie/Freddie Surges
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 Bailey Lipshultz, Katie Greifeld, Carol Massar and Tim Stenovec.- Boston Scientific (BSX) shares tumble as much as 11%, the most intraday since February 4, after results from the medical device maker’s trial of the Watchman heart implant fell short of investor expectations. Leerink Partners says the data is “not the home-run scenario” that bulls wanted.- Alcoa (AA), Century Aluminum (CENX), and other mining stocks were jumping on Monday, after Iran targeted two major Middle Eastern aluminum producers over the weekend.Alcoa was up 10% to $64.31 in midday trading. Century Aluminum, jumped 7.7%, while Kaiser Aluminum was up 1.5%.- Shares of Fannie Mae (FNMA) and Freddie Mac (FMCC) surged by more than 30% each on Monday after Bill Ackman called both stocks “stupidly cheap,” the billionaire’s latest bullish bet on the U.S.-controlled mortgage giants he’s lobbied to have relisted on the public markets, as the Trump administration considers plans.See omnystudio.com/listener for privacy information.

Boston Scientific Tumbles, Sysco Sinks, Fannie and Freddie Surges
On this episode of Stock Movers:- Boston Scientific (BSX) shares tumble as much as 11%, the most intraday since February 4, after results from the medical device maker’s trial of the Watchman heart implant fell short of investor expectations. Leerink Partners says the data is “not the home-run scenario” that bulls wanted.- Sysco (SYY) shares sink as much as 14%, the most intraday since April 2020, after the food and related products distributor agreed to acquire Jetro Restaurant Depot for $21.6 billion in cash and 91.5 million Sysco shares.- Shares of Fannie Mae (FNMA) and Freddie Mac (FMCC) surged by more than 30% each on Monday after Bill Ackman called both stocks “stupidly cheap,” the billionaire’s latest bullish bet on the U.S.-controlled mortgage giants he’s lobbied to have relisted on the public markets, as the Trump administration considers plans.See omnystudio.com/listener for privacy information.

Expedia Rises, Sysco Falls, Viridian Therapeutics Tumbles as Eye Drug’s Efficacy Data Fall Short
On this episode of Stock Movers: - Expedia (EXPE) gains and Instacart rises. Jefferies upgraded both to buy, saying a pullback in internet stocks on concerns about artificial intelligence disruptions has created buying opportunities. - Sysco (SYY) falls after the US food distributor agreed to buy privately held Jetro Restaurant Depot LLC for $29.1 billion including debt. - Viridian Therapeutics (VRDN) tumbles 40% after announcing topline results from a clinical trial in active thyroid eye disease.See omnystudio.com/listener for privacy information.

Alcoa Shares Rise; Sysco Shares Fall; BFF Bank Plunges
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - US-listed aluminum stocks gain in premarket trading after a rally in the metal price following Iran’s attacks on Middle Eastern aluminum facilities. - US food distributor Sysco plans to raise about $21 billion of debt to help fund its acquisition of closely held Jetro Restaurant Depot, according to a statement on Monday. - BFF Bank SpA’s stock plummeted as much as 61%, the most on record, after the Italian lender disclosed that a regulatory review raised fresh questions about how it labels loans as performing.See omnystudio.com/listener for privacy information.

Sysco to Buy Jetro Restaurant Depot; US-Listed Aluminum Stocks Gain; Mag7 Stocks Rebound
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Sysco (SYY), a large US food distributor, agreed to buy privately held Jetro Restaurant Depot LLC for $29.1 billion including debt. Under the terms of the acquisition, Jetro Restaurant Depot shareholders will receive $21.6 billion in cash and 91.5 million Sysco shares, the two companies said on Monday. The deal represents a multiple of more than 14 times Jetro Restaurant Depot’s operating income.- US-listed aluminum stocks gain in premarket trading after a rally in the metal price following Iran’s attacks on Middle Eastern aluminum facilities.- The magnificent seven cohort of US tech stocks rebound in Monday’s premarket trading, after the group suffered its worst one-week selloff in almost a year.See omnystudio.com/listener for privacy information.

Rio Tinto Jumps, Sodexo Gains, BFF Bank Slumps
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- European mining shares are the best-performers on the Stoxx 600 benchmark after weekend strikes by Iran on aluminum plants in the UAE and Bahrain threaten to send a fragile market into crisis, raising the prospect of record prices for the metal.- Sodexo rises as much as 4.4% following an upgrade to buy at Jefferies, which says the contract caterer’s upcoming results and CMD provide an opportunity to reset investor expectations, before building momentum.- BFF Bank’s stock slumped as much as 61%, the most on record, after it disclosed that a review identified more issues in how it classifies loans as performing.See omnystudio.com/listener for privacy information.

Rio Tinto Jumps, Sodexo Gains, Boohoo Rises
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- European mining shares are the best-performers on the Stoxx 600 benchmark after weekend strikes by Iran on aluminum plants in the UAE and Bahrain threaten to send a fragile market into crisis, raising the prospect of record prices for the metal.- Sodexo rises as much as 4.4% following an upgrade to buy at Jefferies, which says the contract caterer’s upcoming results and CMD provide an opportunity to reset investor expectations, before building momentum.- Boohoo Group shares gain as much as 6.7% after the online fashion retailer said it comfortably beat its earnings guidance in FY26 and said it aims to grow them by a double-digit percentage in FY27.See omnystudio.com/listener for privacy information.

Week Ahead: Nike, Beyond Meat, RH
Earnings are still in focus with Nike, Beyond Meat, and RH all reporting in the coming days.Bloomberg's Nathan Hager previews the numbers with Alexandra Semenova, Bloomberg Equities Reporter.See omnystudio.com/listener for privacy information.

Weekly Roundup: Brown-Forman Soars, Entergy Gains, Estee Lauder Drops
On this episode of Stock Movers: - Shares of Jack Daniel’s whiskey maker Brown-Forman (BF/B) soared as much as 21% on Thursday, a record intraday climb, following a Bloomberg report that French beverages company Pernod Ricard is seeking to buy the company. Wall Street notes that the Brown family has the majority of voting control and has rebuffed previous attempts to sell, but persistent industry weakness could make a deal more likely. - Entergy (ETR) was the best performing stock in the S&P 500 Friday, jumping 8%. The gains came after Meta struck a deal with Entergy Louisiana, through which it will pay for new energy infrastructure to support a forthcoming data center in the region. The $27 billion facility, currently under construction, is set to be Meta's largest data center ever. - Estee Lauder (EL) shares drop on news that the company is in talks to buy Puig Brands SA, which would create a cosmetics giant with about $20 billion in annual sales.See omnystudio.com/listener for privacy information.

Closing Bell: Entergy, Brown Foreman Soars, Coinbase Slides
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 David Gura, Katie Greifeld, Isabelle Lee and Tim Stenovec. - Entergy (ETR) was the best performing stock in the S&P 500 Friday, jumping 8%. The gains came after Meta struck a deal with Entergy Louisiana, through which it will pay for new energy infrastructure to support a forthcoming data center in the region. The $27 billion facility, currently under construction, is set to be Meta's largest data center ever. - Shares of Jack Daniel’s whiskey maker Brown-Forman (BF/B) soared as much as 21% on Thursday, a record intraday climb, following a Bloomberg report that French beverages company Pernod Ricard is seeking to buy the company. Wall Street notes that the Brown family has the majority of voting control and has rebuffed previous attempts to sell, but persistent industry weakness could make a deal more likely. - Coinbase Global (COIN) shares fell over 3% in Friday’s premarket session, following a 4.26% decline during Thursday’s trading. The total crypto market cap dropped 3.2% to $2.3 trillion on Friday, with Bitcoin trading down 2.27% over the last 24 hours to $68,231.67.See omnystudio.com/listener for privacy information.

Brown-Forman Soars, Cybersecurity Stocks Slide, Carnival Drops
On this episode of Stock Movers: - Shares of Jack Daniel’s whiskey maker Brown-Forman (BF/B) soared as much as 21% on Thursday, a record intraday climb, following a Bloomberg report that French beverages company Pernod Ricard is seeking to buy the company. Wall Street notes that the Brown family has the majority of voting control and has rebuffed previous attempts to sell, but persistent industry weakness could make a deal more likely. - Cybersecurity stocks tumbled Friday morning on the news of a new Anthropic model, with shares of CrowdStrike (CRWD), Palo Alto Networks (PANW) and other cybersecurity stocks among the worst performers in the S&P 500 index. - Carnival shares fall as much as 4.7% after the cruise operator reduced its adjusted earnings per share, Ebitda and net income forecasts for the full year, with each metric missing consensus estimates. Peers Norwegian Cruise (-4.3%), Royal Caribbean (-3.0%) and Viking (-2.1%) also decline.See omnystudio.com/listener for privacy information.

CrowdStrike Drops, Carnival Falls, Entergy Rises as Meta Funds Gas Plants to Power Data Center
On this episode of Stock Movers: - CrowdStrike (CRWD) shares fall. Cybersecurity stocks slump in premarket trading on Friday after a Fortune report said Anthropic is testing a new AI model that “poses significant cybersecurity risks.” Security stocks — along with software names more broadly — have been pressured by concerns that tools from AI companies like Anthropic or OpenAI could reduce demand for products from legacy providers, weighing on their growth, margins, and pricing power. - Carnival (CCL) shares fall. Carnival cut its full-year profit outlook as surging crude prices are driving up fuel costs. Oil prices have climbed to their highest levels since 2022, with both West Texas Intermediate and Brent crude up more than 60% this year as the war in the Middle East has led to strikes on energy assets and a near halt of shipments through the Strait of Hormuz. - Entergy (ETR) shares rise. Meta Platforms said it reached a new agreement with Entergy to build and pay for enough gas plants to provide a total of 5.2 gigawatts of electricity to a data center it’s developing in rural Louisiana, the utility’s local subsidiary.See omnystudio.com/listener for privacy information.

Haliburton Rises, Meta Drops, Carnival Down After 2Q Guidance
On this episode of Stock Movers: - Haliburton (HAL) shares rise. JPMorgan raises its price target on the oilfield services company as it expects limited first-quarter earnings impact from the war compared to peers. Analyst Arun Jayaram notes that while Halliburton peer SLB cut its 1Q EPS guidance due to Middle East disruptions, Halliburton’s Saudi Arabia and North America guidance is maintained - Meta Platforms (META) shares fall on concerns about AI spending and concerns about a jury verdict that found Meta and Alphabet's Google liable for harming a young user with products designed to be addictive, which may lead to increased government regulations. -Carnival (CCL) shares are down. Carnival forecasted adjusted earnings per share for the full year of about $2.21. The company also approved a $2.5 billion share buyback.See omnystudio.com/listener for privacy information.

Unity Software Jumps; Blue Owl Pitches Family Offices; Pernod Rises
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Unity Software (U) gains after the company reported preliminary first-quarter earnings. The results showed significant strength in Vector, the company’s AI-driven advertising unit, according to analysts. - Pernod Ricard shares gain as the market reacted to a potential acquisition of Jack Daniel’s whiskey owner Brown-Forman. A combination could make strategic sense for both businesses, generating synergies and creating the second-biggest player in the US market, analysts say. They also flag the French spirits maker’s stretched balance sheet and the potential hurdles involved in merging two family-run companies. - Blue Owl Capital (OWL) is boosting its team dedicated to bringing the ultra-wealthy into private markets, betting investors will look past recent jitters to expand in an area where they’ve traditionally had limited exposure. See omnystudio.com/listener for privacy information.

Enagas Soars, AstraZeneca Gains, Pernod Ricard Rises
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Enagas shares rise as much as 15%, the most in six years, after Spanish regulator CNMC unveiled a draft proposal for gas companies that JPMorgan says is surprisingly positive.- AstraZeneca shares rise as much as 3.8%, the most in more than six weeks, after the British drugmaker said its experimental drug for chronic obstructive pulmonary disease — a deadly lung condition also known as COPD — helped reduce the worsening of symptoms in two late-stage trials. - Pernod Ricard shares gain as much as 4.2%, rebounding from Thursday’s losses as the market reacted to a potential acquisition of Jack Daniel’s whiskey owner Brown-FormanSee omnystudio.com/listener for privacy information.

Meta Falls, Olaplex Surges, Car Rentals Soar
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Meta Platforms (META) and Google Parent Alphabet (GOOG) shares were down today as investors see a long-term overhang related to verdicts in a social media addiction trial. Yesterday, a jury found Meta and Google liable for a 20-year-old woman's mental health struggles, which she said were caused by her addiction to social media, and ordered them to pay damages.- Shares of haircare brand Olaplex Holdings (OLPX) surged after German consumer brand Henkel announced that it has agreed to buy the company. - As travelers across the US endure hours-long security lines at airports due to the partial government shutdown, investors are piling into car-rental companies on bets the disruption will push more people onto the road. Hertz Global Holdings Inc. (HTZ) shares rose about 9.2% on Thursday, while Avis Budget Group Inc. (CAR) surged 13% for its biggest one-day gain since June, as chaos at US airports drove optimism that more travelers would rent cars instead. Traffic to Hertz’s website jumped about 15% this week as customers looked for ways around air-travel disruptions. The company has been promoting discounts on last-minute reservations and one-way rentals.See omnystudio.com/listener for privacy information.

Closing Bell: Brown-Forman Jumps, Hertz Soars, SanDisk Tumbles
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Shares of Jack Daniel’s whiskey maker Brown-Forman (BF.B) soared as much as 21% on Thursday, a record intraday climb, following a Bloomberg report that French beverages company Pernod Ricard is seeking to buy the company. Wall Street notes that the Brown family has the majority of voting control and has rebuffed previous attempts to sell, but persistent industry weakness could make a deal more likely.- As travelers across the US endure hours-long security lines at airports due to the partial government shutdown, investors are piling into car-rental companies on bets the disruption will push more people onto the road. Hertz Global Holdings Inc. (HTZ) shares rose about 9.2% on Thursday, while Avis Budget Group Inc. (CAR) surged 13% for its biggest one-day gain since June, as chaos at US airports drove optimism that more travelers would rent cars instead. Traffic to Hertz’s website jumped about 15% this week as customers looked for ways around air-travel disruptions. The company has been promoting discounts on last-minute reservations and one-way rentals.- SanDisk (SNDK) and other memory stocks extended their losses on Thursday after Alphabet Inc.’s Google publicized research on a new algorithm that could allow more efficient use of the storage needed for artificial-intelligence development.See omnystudio.com/listener for privacy information.

Meta Drops Amid Jury Ruling, Valero Sees Increase After Fire, Brown-Forman Gets Bump
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Meta Platforms (META) sees a drop of over 8% after a jury found the company (along with Google) liable for a 20-year-old woman's mental health struggles, which she said were caused by her addiction to social media, and ordered them to pay damages. - Valero Energy (VLO) is up over 5.7% after the announcement that their refinery in Port Arthur, Texas will attempt to introduce steam tomorrow to some units after a fire in a unit on Monday. - Brown-Forman (BF/B) sees a 2% jump after a report that French beverage company, Pernod Ricard SA, is exploring a potential acquisition of the Kentucky-based owner of Jack Daniel’s whiskey, as alcoholic drink companies look at ways to consolidate amid an industry downturn.See omnystudio.com/listener for privacy information.

Venture Global Rises, Sandisk Falls, JBS Gains on Sales Above Estmates
On this episode of Stock Movers: -Venture Global (VG) shares rose as attacks in the Middle East continued and US President Donald Trump warned Iran to get serious about discussions “before it is too late.” -Sandisk (SNDK) shares fell. Shares of memory and storage companies sank on Wednesday after Google researchers touted a new compression technique for large language models and vector search engines. -JBS (JBS) shares rise. The company reported EPS below estimates and sales above estimates. JBS also sees 2026 Brazil beef results in line with 2025.See omnystudio.com/listener for privacy information.

Meta and Google Found Liable; Corebridge and Equitable Merge; Pony AI Swings to Profit
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Corebridge Financial and Equitable Holdings to combine in an all-stock merger, valuing the combined company at approximately $22 billion. - Meta Platforms Inc. and Alphabet Inc.’s Google must pay damages to a 20-year-old woman who said her addiction to social media caused her mental health struggles, a jury concluded in a landmark decision that could signal hefty risks for the companies as they fight thousands of similar claims. - Pony AI Inc. delivered its first profitable quarter ever, bolstered by a windfall from an early investment, rather than its main robotaxi business.See omnystudio.com/listener for privacy information.

H&M Sales Fall Short of Expectations; Pony AI Swings to Profit; Henkel to Buy Hair-Care Brand Olaplex
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Swedish fast-fashion retailer Hennes & Mauritz AB’s first-quarter sales fell short of expectations in a period plagued by weak consumption and large currency effects.- Pony AI (PONY) delivered its first profitable quarter ever, bolstered by a windfall from an early investment, rather than its main robotaxi business.- Henkel AG has agreed buy Olaplex Holdings, the hair-care brand that developed a cult following for its shampoos and other treatments, in a $1.4 billion deal. See omnystudio.com/listener for privacy information.

Boliden Slumps, Next Gains, Aviva Drops
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Boliden drops as much as 15%, the most since July 2023, after providing an update on the abnormally high seismic activity that has impacted production at its key Garpenberg mine. - Next said the conflict in the Middle East will add £15 million ($20 million) of costs and warned it will raise prices if the war persists, taking some of the shine off another upward nudge to the UK retailer’s profit guidance.- European companies with exposure to private credit may be in focus after Jefferies’ results missed Wall Street estimates, dragged down by losses on wayward credit bets. Watch European companies including AXA, Allianz, Aviva, Legal & General, Prudential, Aegon and NN Group.See omnystudio.com/listener for privacy information.

Arm Surges, Driven Brands Rises, Navan Strong Earnings
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Arm Holdings Plc (ARM) shares rose by the most in almost a year after the company announced plans to sell its own chips for the first time — a move forecast to generate about $15 billion annually within five years. Meta Platforms Inc. will be the first major customer for the company’s chip, called an AGI CPU, Arm said Tuesday at an event in San Francisco. The product will have as many as 136 cores — a measure of processing power — and draw 300 watts of electricity, according to the UK-based company. Taiwan Semiconductor Manufacturing Co. will produce the chips.- Driven Brands (DRVN) rose in extended trading after a Wall Street Journal report that activist ADW Capital is encouraging the automotive services firm to explore a sale or breakup.- Navan (NAVN) shares are up after the business travel platform reported earnings and revenue for the fourth quarter that beat the average analyst estimate.See omnystudio.com/listener for privacy information.

Closing Bell: Arm Soars, JetBlue Surges, Energy and Chemical Stocks Fall
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Arm Holdings Plc (ARM) shares rose by the most in almost a year after the company announced plans to sell its own chips for the first time — a move forecast to generate about $15 billion annually within five years. Meta Platforms Inc. will be the first major customer for the company’s chip, called an AGI CPU, Arm said Tuesday at an event in San Francisco. The product will have as many as 136 cores — a measure of processing power — and draw 300 watts of electricity, according to the UK-based company. Taiwan Semiconductor Manufacturing Co. will produce the chips.- JetBlue (JBLU) shares surge after reports from Semafor saying the airline is considering the option of selling itself to a competitor. The US airline has hired advisers to explore the viability of a deal, and is considering scenarios of a tie-up with United Airlines Holdings Inc., Alaska Air Group Inc. or Southwest Airlines Co., and how such a combination would sit in the political and regulatory environment, the publication said.- Energy and Chemical stocks fell today as investors weighed Iran rejecting a US ceasefire proposal.See omnystudio.com/listener for privacy information.

JetBlue Soars, Meta Gains, Arm Rises
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: JetBlue Airways (JBLU) is considering the option of selling itself to a competitor, Semafor reported, citing people familiar with the matter. The US airline has hired advisers to explore the viability of a deal, and is considering scenarios of a tie-up with United Airlines Holdings Inc., Alaska Air Group Inc. or Southwest Airlines Co., and how such a combination would sit in the political and regulatory environment, the publication said. Meta Platforms (META) is cutting several hundred jobs as part of a restructuring effort that’s impacting several teams at the company, including sales, recruiting and the Reality Labs hardware division. Arm Holdings (ARM) which made its name licensing technology to semiconductor makers, said it will sell its own chips for the first time — a move forecast to generate about $15 billion annually within five years.See omnystudio.com/listener for privacy information.

KB Home Drops, Sarepta Jumps, ARM Gains on Plans to Sell Its Own Chips
On this episode of Stock Movers: - KB Home (KBH) shares fell after the single-family home builder reported forecast deliveries for the second quarter that missed the average analyst estimate. - Sarepta Therapeutics (SRPT) shares jump after the biotech released early clinical data from its siRNA pipeline. Oppenheimer (outperform) analyst Kostas Biliouris says “early DM1/FSHD data appear promising, but full dataset & more markers needed for conclusions” - ARM (ARM) shares rise after news it will sell its own chips for the first time, with Meta Platforms Inc. as the first major customer, and expects to generate about $15 billion annually within five years. The company's new chip, called an AGI CPU, will have as many as 136 cores and draw 300 watts of electricity, and will be produced by Taiwan Semiconductor Manufacturing Co.See omnystudio.com/listener for privacy information.

ARM Rises, Chewy Gains, Echostar Up on Report SpaceX to File for IPO Soon as This Week
On this episode of Stock Movers: - ARM (ARM) shares rise after news it will sell its own chips for the first time, with Meta Platforms Inc. as the first major customer, and expects to generate about $15 billion annually within five years. The company's new chip, called an AGI CPU, will have as many as 136 cores and draw 300 watts of electricity, and will be produced by Taiwan Semiconductor Manufacturing Co. - Chewy (CHWY) shares gain after the online retailer of pet products gave a net sales forecast for the fiscal year 2027 that beat the average analyst estimate. This suggests the online pet retailer expects strong demand to more than make up for headwinds including inflation and tariff uncertainty. - Echostar (SATS) shares are up. EchoStar, Rocket Lab and AST SpaceMobile rally on Wednesday as the Information reports that SpaceX aims to file a prospectus for an initial public offering as soon as this week.See omnystudio.com/listener for privacy information.

Merck to Buy Terns; Pentagon Inks Deals to Boost Production; Chewy Shares Gain
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Merck (MRK) agreed to buy Terns Pharmaceuticals Inc. for $6.7 billion, giving the multinational company access to a promising new leukemia treatment as it faces the patent expiration of its bestselling cancer drug. - The Pentagon has agreed with major defense contractors on a series of framework agreements meant to accelerate production of key missile systems that have seen heavy use during the initial phases of the US and Israeli war against Iran. Lockheed Martin and BAE Systems agreed with the Defense Department on plans to “quadruple the production of seekers for the Terminal High Altitude Area Defense (THAAD) interceptor,” according to a Pentagon announcement. - Chewy (CHWY) shares rise after the online retailer of pet products gave a net sales forecast for the fiscal year 2027 that beat the average analyst estimate.See omnystudio.com/listener for privacy information.

Merck to Buy Terns Pharmaceuticals; Arm to Sell Its Own Chips; Braze Shares Climb
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Merck & Co (MRK) to buy Terns Pharmaceuticals (TERN) for $53/share in cash for an approximate equity value of $6.7 billion.- Shares of Arm Holdings (ARM), which made its name licensing technology to semiconductor makers, rose in premarket trading after it said it will sell its own chips for the first time, in a move forecast to generate about $15 billion annually within five years. - Braze shares rise after the software company forecast revenue for the first quarter that was higher than the average analyst estimate.See omnystudio.com/listener for privacy information.

KB Homes Down, Arm to Sell Its Own Chips, ImmunityBio Plunges
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- KB Home (KBH) shares are down 5% in postmarket trading Tuesday after the single-family home builder reported forecast deliveries for the second quarter that missed the average analyst estimate.- Arm Holdings (ARM) which made its name licensing technology to semiconductor makers, will begin selling its own chips for the first time, adding a business that it expects to generate about $15 billion annually within five years. Shares closed down 1.41%. - ImmunityBio (IBRX)shares plunged after the biotechnology company and its billionaire executive chairman, Patrick Soon-Shiong, were hit with a Food and Drug Administration warning letter for false and misleading promotion of its bladder cancer drug Anktiva.See omnystudio.com/listener for privacy information.

Closing Bell: Coal Stocks Rise, Circle Internet Falls, Uber Slides
Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- US coal stocks climb on Tuesday as the Iran war continues and the tightened supply of liquefied natural gas is expected to increase demand for coal. Among gainers: Peabody Energy +9.3%, Core Natural Resources +7.0%, Hallador Energy +5.0%, Alliance Resource Partners +2.9%, Alpha Metallurgical Resources +8.7%, Warrior Met Coal +9.4%-Circle Internet Group (CRCL) the issuer of the USDC stablecoin, fell the most on record on Tuesday, with investors reacting to potential changes to stablecoin regulation that could make the firm’s cryptocurrency less attractive to large holders. Concerns that a competitor is readying a move into the US market also hurt Circle’s share price. The stock declined as much as 22%, its steepest intraday drop ever, and leading losses across crypto-linked equities.- Uber (UBER) shares slide 2.1% on Tuesday as the rideshare giant is in talks to acquire German premium chauffeur services provider Blacklane, Manager Magazin reports citing unidentified people familiar.See omnystudio.com/listener for privacy information.

Concentrix Falls, Jefferies Mixed, ImmunityBio Down as FDA Issues Warning Letter on Cancer Claims
On this episode of Stock Movers: - Concentrix (CNXC) shares fall as the software company’s second-quarter forecast was weaker than expected. Vital Knowledge also notes “a modest shortfall on FQ1 EPS,” given margin compression. - Jefferies (JEF) shares are mixed. Hedge fund founder George Weiss has lost his defamation suit accusing Jefferies Financial Group of running a “smear campaign” to pressure him to pay a $100 million debt owed by his firm, Weiss Multi-Strategy Advisers. - ImmunityBio (IBRX) shares fell as much as 25%, the most intraday since 2024, after the FDA warned Anktiva ads are false and misleading, citing unapproved claims and regulatory violations. See omnystudio.com/listener for privacy information.

Concentrix Falls, Netgear Rises, Estee Lauder Drops on News of Talks to Buy Puig
On this episode of Stock Movers: - Concentrix (CNXC) shares fall as the software company’s second-quarter forecast was weaker than expected. Vital Knowledge also notes “a modest shortfall on FQ1 EPS,” given margin compression. - Netgear (NTGR) shares rise after the US Federal Communications Commission ordered a ban on the import of new models of foreign-produced consumer wireless routers. The ban comes after an inter-agency panel determined that the imports threaten national security. - Estee Lauder (EL) shares drop on news that the company is in talks to buy Puig Brands SA, which would create a cosmetics giant with about $20 billion in annual sales.See omnystudio.com/listener for privacy information.

Puig Gains Most Ever; Jefferies' Takeover Talk; Netgear Shares Rise
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Puig (PUIG SM) shares rise after Estée Lauder said the companies were discussing a deal that would create a cosmetics giant with about $20 billion in annual sales. Analysts say Estée Lauder would have to pay a hefty premium to buy the Spanish firm. - Sumitomo Mitsui Financial Group Inc. has no immediate plan to take over Jefferies Financial Group (JEF), according to people with direct knowledge of the matter, after a media report of a potential deal. - Netgear (NTGR) shares rise after the US Federal Communications Commission ordered a ban on the import of new models of foreign-produced consumer wireless routers.See omnystudio.com/listener for privacy information.