Stock Movers

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- 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.- Smithfield Foods (SFD) reported revenue for the fourth quarter that beat the average analyst estimate.- Applied Optoelectronics (AAOI) shares rise after the electronics component manufacturer said it has received a new volume order from one of its major hyperscale customers for 800G single-mode data center transceivers to help expand its network capacity for AI-driven workloads.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Anglo American shares drop as much as 2% amidst a continued correction for precious metals tied to the conflict in Iran. - Exor shares fall as much as 7.7%, hitting the lowest level since September 2022, after the Agnellis’ investment company reported net assets for the full year that missed the average analyst estimate.- Estée Lauder said it’s in talks to buy Puig Brands in a deal that would create a cosmetics giant with about $20 billion in annual sales.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Estee Lauder (EL) stocks sank after a report that the company is nearing a deal to acquire Puig Brands, a Spanish beauty firm. The companies both confirmed that they are in talks about a combination, while not offering more details. A transaction could be announced as soon as Monday, the Financial Times said citing people familiar with the matter. The exact terms of the potential deal weren’t known, according to the people. - Norwegian Cruise Line (NCLH) gained 8% to $20.46 as shares of cruise companies traded higher in response to a decline in the cost of oil.- Flutter Entertainment (FLUT) shares jumped 7.6% in premarket trading. To fully re-hedge all open option positions coming into the day, 208,477 shares, or 7.4% of the daily average, will need to trade.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.- Draft Kings (DKNG) and Flutter (FLUT) stocks rose as the Wall Street Journal reported US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets like Kalshi and Polymarket.- Cruise lines such as Norwegian (NCLH), Carnival (CCL), and Royal Carribean (RCL) shares all rose  after President Donald Trump said he told US forces to postpone all strikes against Iranian power plants and energy infrastructure for a five-day period.- Micron (MU) shares continued to fall after last week the company warned that it will need to spend heavily on production to meet burgeoning demand, overshadowing a generally upbeat forecast from the largest US maker of computer memory chips.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Synopsys (SNPS) shares jumped after activist investor Elliott Investment Management made a multibillion-dollar investment in Synopsys Inc. and plans to push for changes at the chip-design software maker, according to people familiar with the matter who asked not to be identified because the discussions are private.- Draft Kings (DKNG) and Flutter (FLUT) stocks rose as the Wall Street Journal reported US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.- Mastercard (MA) shares fluctuated after the company was saddled with a multimillion-dollar bill after the failure of Brazil’s Banco Master SA left it on the hook to pay out retailers that processed cardholder payments from the lender’s fintech.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Apogee Therapeutics (APGE) soars after the drug developer provided maintenance data from a mid-stage trial that showed its experimental therapy deepened responses in patients with moderate-to-severe atopic dermatitis. - Synopsys (SNPS) shares gain following reports that activist investor Elliott Investment Management has made a multibillion-dollar investment in the chip-design software company. - Norwegian Cruise (NCLH) shares rose. Cruise companies traded higher in response to a decline in the cost of oil.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Exxon Mobil (XOM) shares are down. Energy stocks are falling and airline stocks are rising after President Donald Trump said he told US forces to postpone all strikes against Iranian power plants and energy infrastructure for a five-day period. - MongoDB (MDB) shares are up after Mizuho Securities upgraded the software company to outperform from neutral. - DraftKings (DKNG) shares gain after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Fannie Mae and Freddie Mac have begun placing sizable orders to purchase mortgage-backed securities, stepping into a market roiled by widening bond spreads and a surge in volatility, according to a person with direct knowledge of the matter. - Pfizer (PFE) said its experimental Lyme disease vaccine was 73% effective against the tick-borne illness, though fewer-than-expected cases in a study made it hard to determine how well it works on a large scale. - Shares in DraftKings (DKNG) and Flutter erase earlier losses to gain after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.See omnystudio.com/listener for privacy information.

Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East.  President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war.  For details on this development, Tom Keene and Paul Sweeney speak with Bloomberg Middle East Reporter Joumanna Bercetche, Silvercrest Asset Management Head of Investment Policy & Strategy Robert Teeter, and Veda Partners Co-Founder Henrietta Treyz.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Activist investor Elliott Investment Management has made a multibillion-dollar investment in Synopsys (SNPS) and plans to push for changes at the chip-design software maker, according to people familiar with the matter who asked not to be identified because it was private. - Shares in DraftKings and Flutter (FLUT) erase earlier losses to gain after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets. - A group of Senate Democrats asked FCC Chairman Brendan Carr to investigate the foreign money funding Paramount’s bid takeover bid for Warner Bros. Discovery (WBD), Semafor reports, citing the lawmakers’ letter to Carr.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Pan African Resources shares fall as much as 9% as the price of Gold continues to decline amidst inflation fears tied to the ongoing conflict in the Middle East.  - Telecom Italia shares rise as much as 8.1% and briefly trade above the implied value of a cash-and-stock offer from Poste Italiane following a 7.0% decline in the suitor’s stock.  - Spire Healthcare shares sink as much as 21% to the lowest since March 2021 after the UK operator of private hospitals confirmed talks with private equity firms Bridgepoint and Triton in relation to a potential takeover offer have ended.See omnystudio.com/listener for privacy information.

Earnings are still in focus with Chewy, Beyond and Carnival all reporting in the coming days.Bloomberg's Alexis Christoforous previews the numbers with Tatiana Darie, Bloomberg Strategist for Markets LiveSee omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: -Super Micro Computer (SMCI) shares shares plunged after the U.S. government charged a co-founder of the company and two other individuals with involvement in a plan to divert U.S.-assembled servers to China in a violation of export-control laws. -Newmont (NEM) shares are trading significantly lower on Thursday morning due to a decline in gold prices. The decline in gold prices is attributed to a combination of central bank policy and shifting geopolitical dynamics, including Iranian missile strikes and an Israeli attack. - Delta Airlines (DAL) stock jumped ahead of the open Tuesday as the carrier stuck to its earnings guidance and hiked its revenue outlook despite surging fuel prices. The company expects its first-quarter guidance to be within its initial range and now sees revenue climbing by a high-single-digit percentage, citing "demand momentum".See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: -Super Micro Computer (SMCI) shares shares plunged after the U.S. government charged a co-founder of the company and two other individuals with involvement in a plan to divert U.S.-assembled servers to China in a violation of export-control laws. -Dell (DELL) stocks rose after the Justice Department charged three individuals associated with Super Micro Computer, Dell's arch-rival, for allegedly skirting export-control laws by diverting $2.5 billion worth of U.S.-assembled servers to China. - ARM Holdings ADRs are up 2% in premarket trading, after HSBC upgraded the chip-design company to buy from reduce.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:- Super Micro Computer (SMCI) shares shares plunged after the U.S. government charged a co-founder of the company and two other individuals with involvement in a plan to divert U.S.-assembled servers to China in a violation of export-control laws.-Dell (DELL) stocks rose after the Justice Department charged three individuals associated with Super Micro Computer, Dell's arch-rival, for allegedly skirting export-control laws by diverting $2.5 billion worth of U.S.-assembled servers to China.- Micron (MU) shares fell after the chipmaker gave a forecast for capital spending that was higher than expected, the latest example of investors being wary of elevated spending.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Occidental (OXY) shares higher after J.P. Morgan raised the recommendation on Occidental Petroleum Corp. to neutral from underweight. - Mosaic (MOS) shares fall to the lowest since January after BofA Global Research cut its recommendation on the fertilizer company to neutral from buy on higher raw materials prices due to the US-Iran conflict. - Super Micro Computer (SMCI) shares plummeted, after three individuals associated with the server maker were indicted by the US Attorney’s Office for allegedly conspiring to commit export-control violations.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - FedEx (FDX) shares rose after it raised its full-year profit forecast, sending the courier’s shares up the most in almost a year and signaling the plan to restructure its delivery network is gaining traction despite economic volatility. - Super Micro Computer (SMCI) shares  plummeted, after three individuals associated with the server maker were indicted by the US Attorney’s Office for allegedly conspiring to commit export-control violations. - Swarmer (SWMR) shares soared nearly 1,000% in the first three trading sessions after its initial public offering, reflecting how the war in Iran has reshaped the outlook for the defense industry. The rally is attributed to the growing importance of drones in warfare, with military experts concluding that small drones are likely the best defense against drone attacks, and investors reassessing how they value defense companies.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - FedEx (FDX) raised its full-year profit forecast, sending the courier’s shares up the most in almost a year and signaling the plan to restructure its delivery network is gaining traction despite economic volatility. - Unilever (ULVR) is in talks to sell its food business to McCormick & Co., in what would be the biggest overhaul of the owner of Hellmann’s mayonnaise since it was founded almost a century ago. - Planet Labs (PL) shares gain after the satellite imaging firm reported revenue for the fourth quarter that beat the average analyst estimate. The revenue forecast for 2027 was also a beat.  See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- FedEx (FDX) raised its full-year profit forecast, signaling that the courier’s plan to restructure its delivery network is gaining traction despite geopolitical conflict and economic volatility.- The US charged a Super Micro Computer (SMCI) co-founder with illegally diverting billions of dollars in Nvidia Corp.-powered servers to China, initiating its highest-profile case against alleged smuggling of restricted AI technology to the Asian country. Super Micro’s shares plummeted more than 20% in pre-market trading. US prosecutors charged Yih-Shyan “Wally” Liaw in a scheme to send US-assembled servers containing Nvidia’s cutting-edge chips to China in violation of US export controls. Liaw and two others associated with the company allegedly sold the AI tech through a Southeast Asia company knowing it would be sent on to China.- Unilever (ULVR LN) is in talks to sell its food business to McCormick & Co., in what would be the biggest overhaul of the owner of Hellmann’s mayonnaise since it was founded almost a century ago.The Anglo-Dutch consumer goods company said Friday it had received an offer from the Maryland-based spices and seasonings maker, but that there was no certainty a deal would be achieved.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- EasyJet rises as much a 3.3% despite jet fuel price rises. Kasparas Subacius, head of fixed income at Artea Asset Management, airlines including Ryanair EasyJet Plc and Wizz Air and Easyjet have hedged 60% to 80% of fuel costs.- BP shares dip the most since March 10th as the price of oil drops from its highest closing position in more than three and a half years. - Spire Healthcare jumps as much as 11% after Sky News reported buyout firm Bridgepoint is drawing up proposals for a formal offer worth £1b for the UK operator of private hospitals, without specifying where it learned the information.Tiwa AdebayoSee omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:- FedEx (FDX) boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate.-Five Below (FIVE) shares gain 8.4% in premarket trading after the retailer forecast net sales for the first quarter that beat the average analyst estimate. Analysts are positive about the company’s execution and note strong sales momentum.-Gold miner Newmont (NEM) was the S&P 500's worst performer ahead of the opening bell, tumbling 5.4%. It came as bullion extended a dismal recent run, tumbling after Federal Reserve Chairman Jerome Powell signaled that the central bank wasn't prepared to look past the risk of the war in Iran triggering a flare-up in inflation.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Fannie Mae (FNMA) and Freddie Mac (FMCC) shares are down about 70% in the last six months and have plunged to their lowest level in more than a year as investors cast doubt on the Trump administration’s efforts to sell more stock in the mortgage-finance giants to the public.- Micron (MU) stocks fell after the chipmaker gave a forecast for capital spending that was higher than expected, the latest example of investors being wary of elevated spending. Analysts note that there might be increased concern among investors about the ability of memory chipmakers to maintain their outsized margins.- Darden (DRI) shares have fluctuated as investors grapple with the restaurant chain operator’s mixed third-quarter earnings report. Total company same-store sales beat expectations, but Olive Garden, Darden’s biggest revenue contributor, fell short. Darden operating income also missed due to restaurant margin pressures.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Micron Technology (MU) warned that it will need to spend heavily on production to meet burgeoning demand, overshadowing a generally upbeat forecast from the largest US maker of computer memory chips. - Uber Technologies (UBER) plans to invest as much as $1.25 billion in carmaker Rivian Automotive (RIVN) to help launch a robotaxi fleet that will be available in the US, Canada and Europe over the next five years. - FedEx (FDX) is expected to report profits that beat expectations as the company restructures its delivery network, cuts costs and pursues higher-value business. The optimistic outlook comes after the company hosted an Investor Day last month, where it said it expected third-quarter earnings would be above consensus. See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Micron Technology (MU) shares fall aafter the chipmaker gave a forecast for capital spending that was higher than expected, the latest example of investors being wary of elevated spending. Analysts note that there might be increased concern among investors about the ability of memory chipmakers to maintain their outsized margins.  - Five Below (FIVE) shares gain after the retailer forecast net sales for the first quarter that beat the average analyst estimate. Analysts are positive about the company’s execution and note strong sales momentum. - Mining stocks fell, while energy and chemicals stocks rose in US premarket trading as oil prices gained as much as 11% on Thursday as attacks on energy facilities escalated in the Middle East war.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Mining stocks fell, while energy and chemicals stocks rose in US premarket trading as oil prices gained as much as 11% on Thursday as attacks on energy facilities escalated in the Middle East war. - Five Below (FIVE) shares gain after the retailer forecast net sales for the first quarter that beat the average analyst estimate. Analysts are positive about the company’s execution and note strong sales momentum. - Micron Technology (MU) shares fall aafter the chipmaker gave a forecast for capital spending that was higher than expected, the latest example of investors being wary of elevated spending. Analysts note that there might be increased concern among investors about the ability of memory chipmakers to maintain their outsized margins. See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Samsung Electronics Co. plans to spend more than 110 trillion won ($73.3 billion) on chip capacity expansion and research this year, devoting a record amount of capital toward an effort to seize the lead in AI semiconductors.- Elliott Investment Management has built a significant stake in Align Technology Inc., the maker of Invisalign teeth-straightening products, according to people familiar with the matter.- Rocket Lab jumped after the space company announced a $190 million contract to perform 20 hypersonic test flights with its HASTE launch vehicle over a four-year period for the US Department of War’s MACH-TB 2.0 program.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Equinor says the two new business areas, which will replace the existing Marketing, Midstream and Processing unit, aim to “better capture market opportunities and increase long-term value creation as a reliable provider of energy.”- European stocks are falling in early trading, led by more cyclical sectors as the latest spike in oil and gas prices weighs on risk sentiment. All sectors are in the red, even energy, with silver and gold miner Fresnillo down over 5%- Lanxess unveiled a new cost-cutting program, including staff reductions, targeting about €100 million in annual savings by the end of 2028, after reporting adjusted Ebitda that fell 36% from a year earlier.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: -Micron Technology (MU) shares are higher in extended trading, after the chipmaker reported second-quarter results that were much stronger than expected. It also gave a third-quarter forecast that was well above the analyst consensus. -Constellation Brands (STZ) shares advance 1.8% in premarket trading on Wednesday after Citi raised the recommendation on the beverage company to buy from neutral, citing a beer topline acceleration and a valuation that’s below historical levels. -CF Industries Holdings (CF) shares fall as much as 2.6% after their rating was cut at Mizuho Securities to underperform from neutral. The stock had rallied on expected growth in demand and prices as the Iran war and disruption to the Strait of Hormuz tightened fertilizer supply.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Lululemon (LULU) shares fell after the retailer forecast net revenue for the full year that was largely below the average analyst estimate. Analysts highlight the company’s need to find a new CEO to support the struggling retailer’s turnaround efforts. - LyondellBasell (LYB) shares rise after UBS upgraded the chemical company to neutral from sell. “We still see over-supply in PE/PP markets if we get a faster return to normal, but we think constrained Middle East chemicals production and less feedstock exports will tighten the market for much of 2026,” writes analyst Josh Spector - Gemini (GEMI) shares drop the most on record, after Citi analyst Peter Christiansen cut its recommendation on the crypto exchange to sell from neutral. Citi also cut its price targets on other crypto-linked stocks after lowering its 12-month Bitcoin price forecast to $112,000 from $143,000 on slow legislative progress on the US crypto market structure bill.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - CF Industries (CF) falls after Mizuho Securities cut its recommendation on the fertilizer company to underperform from neutral after the stock price rallied on expected growth in demand and prices after the Iran war and disruption to the Strait of Hormuz tightened fertilizer supply. - Constellation Brands (STZ) is up after Citi raised the recommendation on the beverage company to buy from neutral, citing a beer topline acceleration and a valuation that’s below historical levels. - Duolingo (DUOL) falls after Argus Research downgraded the language learning software company to hold from buy.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Macy’s (M) shares rose after the company forecast stronger-than-expected sales in the current quarter, a sign that its fiscal year is off to a solid start as middle- and higher-income households continue to spend.  - General Mills (GIS) reported results for last quarter that missed Wall Street expectations, weighed down by lower prices and weaker demand from consumers facing more economic stress.   - Lululemon (LULU) shares fall after the retailer forecast net revenue for the full year that was largely below the average analyst estimate. Analysts highlight the company’s need to find a new CEO to support the struggling retailer’s turnaround efforts.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Macy’s (M) forecast full-year comparable sales and profit below analysts’ expectations, a sign that the company is taking a cautious approach to gauging how US consumers will respond to the Iran war and tariffs. - Nvidia (NVDA) Chief Executive Officer Jensen Huang said the company is firing up manufacturing of H200 AI accelerators for customers in China, a sign of progress in the chipmaker’s effort to reenter the vital market.- Alibaba (BABA) shares rise as its plan to set up a business unit to bring its AI services and development endeavors under a single umbrella is seen as positive, driving near-term profits and easing margin concerns.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Unilever, the maker of Hellmann’s mayonnaise, is in the early stages of considering a separation of its food assets as it seeks growth from beauty, personal care and wellbeing brands, people with knowledge of the matter said.- HelloFresh shares plunged to a record low after the meal-kit delivery company said sales are set to shrink for a second straight year.- Diploma boosted its organic revenue forecast for the full year, as the building component maker continues to be the best performer in the FTSE 100 this centurySee omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Lululemon Athletica (LULU) projected sales to be in a range of $11.35 billion to $11.5 billion in the current fiscal year, with earnings per share projection below expectations. The company's outlook suggests ongoing difficulties, including poor-quality clothing and increasing competition from newer brands, with net revenue in the Americas falling 4% in the fourth quarter.- The Trade Desk (TTD) shares are up 0.2% in postmarket trading after Adweek said Publicis was telling clients to avoid working with the advertising technology firm. The stock fell 7.4% in Tuesday trading.- Eli Lilly (LLY) shares tumbled after HSBC turned bearish on the stock, saying investor expectations for weight-loss drugs are overinflated. HSBC analysts cut the drugmaker to reduce and slashed their price target on the stock to $850, citing that Wall Street is too optimistic on Lilly as obesity drugmakers compete by lowering drug prices.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- The airline industry (S15AIRL) stocks are climbing after relatively bullish forecast updates from airline operators ahead of their presentations at the JPMorgan Industrials Conference.- Uber (UBER) shares gain 4.9% on Tuesday, while Lyft (LYFT) adds 3.1% as the rideshare firms and Nvidia announced separate autonomous vehicle partnerships.- Eli Lilly (LLY) shares tumbled after HSBC turned bearish on the stock, saying investor expectations for weight-loss drugs are overinflated. HSBC analysts cut the drugmaker to reduce and slashed their price target on the stock to $850, citing that Wall Street is too optimistic on Lilly as obesity drugmakers compete by lowering drug prices.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:- The airline industry (S15AIRL) stocks are climbing after relatively bullish forecast updates from airline operators ahead of their presentations at the JPMorgan Industrials Conference.- Uber (UBER) & Lyft (LYFT) shares jumped after Nvidia (NVDA) announced separate autonomous vehicle partnerships.- Six Flags (FUN) stocks slightly rose after activist investor Jana Partners pushed for Six Flags Entertainment Corp. to pursue a sale and appoint a new chair, according to a letter sent to the company’s board Tuesday.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Delta (DAL) shares jump. Delta Air Lines Inc. now expects sales to grow in the high single digits through March, after previously guiding for a range of 5% to 7% growth. American Airlines Group Inc., meanwhile, said revenue in the quarter will rise more than 10% — a record for the company — even as more-expensive fuel pushes earnings projections to the more pessimistic end of its range. -  Uber (UBER) and Lyft shares rise as the rideshare firms and Nvidia announced separate autonomous vehicle partnerships. Uber will launch a global fleet of Nvidia software-driven autonomous vehicles across 28 cities globally by 2028. - Eli Lilly (LLY) shares dip after HSBC turned bearish on the stock, for the second time in a year, saying investor expectations for weight-loss drugs are over inflated. Analysts led by Rajesh Kumar cut the drugmaker to reduce — its sole sell-equivalent rating — from hold and slashed their price target on the stock to $850, the lowest on Wall Street.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Qualcomm (QCOM) shares rise. The largest maker of smartphone processors, plans to buy back another $20 billion worth of shares and is raising its quarterly cash dividend. The chipmaker’s board has approved the new stock repurchase program, which adds to previous buybacks announced in November 2024, according to a company statement.  - Nvidia (NVDA) shares are down. Nvidia Corp. Chief Executive Officer Jensen Huang unveiled new products and predicted the company's flagship AI processors would help generate $1 trillion in sales through 2027. According to Bloomberg Intelligence: The Nvidia GTC 2026 AI conference should reinforce the company's multiyear platform dominance across GPUs, CPUs and networking and inference silicon, with the Rubin AI computing platform on track for 2H and Vera opening the standalone server CPU market. - Uber (UBER) and Lyft shares rise as the rideshare firms and Nvidia announced separate autonomous vehicle partnerships. Uber will launch a global fleet of Nvidia software-driven autonomous vehicles across 28 cities globally by 2028.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Playboy (PLBY) reported net revenue for the fourth quarter that beat the average analyst estimate. - Lululemon Athletica’s (LULU) results will take a back seat to any updates on its leadership search and turnaround efforts amid activist pressure, according to Jefferies.   - Uber (UBER) shares gain as the rideshare firm and Nvidia announced separate autonomous vehicle partnerships.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Delta Air Lines (DAL) issued a more optimistic sales target for the first quarter after bookings by leisure and corporate customers accelerated into March, an upbeat outlook that shows the carrier’s resilience in the face of higher fuel costs. Delta now sees sales in the high single digits through March, after previously guiding for a range of 5% to 7% growth, according a presentation issued on Tuesday.- Uber (UBER) shares gain after the rideshare firm and Nvidia said they will expand their autonomous vehicle partnership to launch a global fleet of Nvidia software-driven autonomous vehicles across 28 cities globally by 2028.- Sony Group (SONY) is being downgraded to market perform from outperform at Bernstein, which cites a headwind related to prices for memory chips. US-listed shares down 0.7% in extended trading.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Canal+ and PPF Group are said to be weighing a deal to take Swedish media company Viaplay private. Shares gained as much as 12% in early trading. - Trustpilot rises 17% after saying it sees revenue growth over the full year 2026 in the high teens - Neste shares rise as much as 4.1% to their highest in almost two years after analysts at Barclays upgraded the Finnish oil refiner and producer of renewable fuels to overweight from equal weight, citing a range of factors driving momentum, including geopolitical disruption.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Nvidia Corp. expects to generate at least $1 trillion from its Blackwell and Rubin chips through the end of 2027. The company unveiled new products at its GTC event, including a chip made with technology acquired from startup Groq, and a computer made up of general-purpose CPUs. Nvidia's CEO Jensen Huang said the CPU opportunity is "for sure" a multibillion-dollar business, as the company expands into technology pioneered by Intel Corp.- Micron Technology was the S&P 500's best performer ahead of the opening bell, rising 4.7%. The memory-chip maker said it plans to build a second manufacturing facility at its site in Taiwan by the end of 2026. - Dollar Tree shares rise as much as 5.7%, the most intraday since Dec. 5, after the retailer’s conference call comments eased investors concerns about the traffic decline in in the fourth quarter, as transaction size drove comparable sales growth.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Micron Technology (MU) was the S&P 500's best performer ahead of the opening bell, rising 4.7%. The memory-chip maker said it plans to build a second manufacturing facility at its site in Taiwan by the end of 2026. Peer stocks got a boost from the announcement: Flash-memory product supplier Sandisk added 3.3%, while disk-drive makers Seagate Technology and Western Digital were up 2.8% and 3.5%, respectively.- Public Storage (PSA) agreed to acquire National Storage Affiliates Trust in an all-stock deal worth about $10.5 billion, including debt. The transaction will enable Public Storage to expand its platform with assets that are highly complementary to its portfolio, according to Tom Boyle, incoming chief executive officer of Public Storage. Stocks fell 1.50% today. - Dollar Tree (DLTR) shares rise as much as 5.7%, the most intraday since Dec. 5, after the retailer’s conference call comments eased investors concerns about the traffic decline in in the fourth quarter, as transaction size drove comparable sales growth.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:  - Dollar Tree (DLTR) shares rose after the retailer’s conference call comments eased investors concerns about the traffic decline in in the fourth quarter, as transaction size drove comparable sales growth.- Electronic Arts (EA) stocks slightly spiked after news broke that Wall Street banks led by JPMorgan Chase & Co. have already attracted enough demand for the nearly $15 billion of debt it is selling to back the leveraged buyout of video game maker Electronic Arts Inc., the largest of its kind.- Nvidia (NVDA) shares jumped today as executives will likely need to deliver a surprise at the chipmaker’s annual AI conference, that begins today, to spark a rally in the moribund stock. The four-day event, called GTC, comes after six months in which the shares have essentially treaded water amid concerns that Nvidia’s rapid revenue growth is peaking. Not even a banner earnings report last month was good enough to impress investors, as the shares fell 5.5% the following day. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Nebius (NBIS) shares gain. Nebius Group NV is being started with a buy rating and $169 price target at Citi, which sees strong growth potential for the cloud-computing provider. Meta will also spend up to $27 billion on Nebius AI infrastructure. - Dollar Tree (DLTR) shares gain. Sales are projected to be as much as $20.7 billion this year, with growth of about 7%, following a gain of 10% last fiscal year. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies that boosted results last quarter. - Micron (MU) shares are rising, lifting other memory and storage companies, as analyst optimism grows ahead of the chipmaker’s results later this week. The memory-chip maker said it plans to build a second manufacturing facility at its site in Taiwan by the end of 2026. Peer stocks got a boost from the announcement.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Meta (META) shares rise after news it will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group NV. This comes as it spends aggressively to compete with the industry’s top frontier models. Reuters also reported on Friday that the social media giant is planning layoffs that could affect 20% or more of the company. - Nebius (NBIS) shares gain. Nebius Group NV is being started with a buy rating and $169 price target at Citi, which sees strong growth potential for the cloud-computing provider. Meta will also spend up to $27 billion on Nebius AI infrastructure. - Dollar Tree (DLTR) shares gain. Sales are projected to be as much as $20.7 billion this year, with growth of about 7%, following a gain of 10% last fiscal year. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies that boosted results last quarter.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Meta Platforms (META) will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group (NBIS) as it spends aggressively to compete with the industry’s top frontier models. - National Storage Affiliates (NSA) shares are soaring after Public Storage agreed to acquire the company for $41.68 per share. The stock last closed at $30.94. - Dollar Tree (DLTR) gave a mixed annual outlook, raising some doubts about its ability to keep winning over shoppers with low prices.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Dollar Tree (DLTR) forecast net sales for the full year; the guidance missed the average analyst estimate.- Meta Platforms (META) will pay as much as $27 billion over the next five years for access to cutting-edge artificial intelligence infrastructure from cloud provider Nebius Group NV as it spends aggressively to compete with the industry’s top frontier models.- Micron Technology (MU) announced it has completed the acquisition and assumed ownership of Powerchip Semiconductor Manufacturing Corporation's P5 site in Tongluo, Miaoli County, Taiwan, under the acquisition agreement previously announced on January 17, 2026.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- UniCredit made a €35 billion ($40 billion) bid for Commerzbank AG that will allow it to increase its shareholding beyond 30%, easing the path for a potential future acquisition._ Amplifon agreed to buy the hearing-aid business of GN Store Nord in a deal valued at 17 billion Danish kroner ($2.6 billion), creating a larger player in audio medical technology. _ Kepler Cheuvreux analyst Aymeric Poulain raised the recommendation on Hensoldt to hold from reduce.The stock rose as much as 5.4% in early trading.See omnystudio.com/listener for privacy information.

Earnings are still in focus with FedEx, Macy's, and Lululemon all reporting in the coming days.Bloomberg's Nathan Hager previews the numbers with Denitsa Tsekova, Bloomberg Cross Asset Reporter.See omnystudio.com/listener for privacy information.