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Stock Movers

Stock Movers

2,217 episodes — Page 8 of 45

Weekly Roundup: CF Industries Rises, Centene Sinks, Hims & Hers Skyrockets

Today's biggest winners and losers in the stock market. On this episode of Stock Movers, we take a look at some of the biggest gainers and decliners from the past week:  - CF Industries (CF) saw its shares trade higher this week, along with other stocks in the chemical and fertilizer space. Fertilizer markets are tightening as the escalating conflict in the Middle East threatens global supplies of nitrogen-based crop nutrients, boosting companies such as CF Industries Holdings Inc., the world’s largest producer of ammonia. CF Industries shares rose as much as 14% on Thursday, the biggest intraday jump since 2020 and to a record high. The Illinois-based company controls nearly 40% of the North American nitrogen fertilizer market, while Nutrien (NTR) — which climbed 7.6% to the highest price in more than three years — controls another 22%. - Centene (CNC) shares sank on Tuesday after the health insurer flagged rising medical costs and declining membership, adding to an already cautious outlook for the industry. Centene said it expects enrollment in the Affordable Care Act marketplace will decline by about 35% or more across the industry after some federal ACA subsidies expired. It sees its own membership potentially dropping even faster. The company’s membership dropped from 5.5 million in December to 3.6 million in February, a decline that CEO Sarah London said was “in line with our expectations.”  - Hims & Hers (HIMS) shares posted their best week on record as a new partnership with Novo Nordisk A/S fuels fresh optimism about the company’s future in weight-loss drugs. The San Francisco-based company’s stock climbed about 57% this week, rallying in four of the past five trading sessions. Earlier this week, the telehealth company said it would work with Novo to sell blockbusters Ozempic and Wegovy on its platform, ending a feud between the firms. Novo also agreed to drop a lawsuit it filed against Hims last month. In return, Hims will no longer advertise compounded versions of Novo’s drugs, but it will still sell copies of Ozempic and Wegovy if a doctor says a patient needs them. See omnystudio.com/listener for privacy information.

Mar 14, 20263 min

Meta Platforms, Adobe and Ulta Beauty Plunge

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Meta Platforms (META) shares fell after the New York Times reported that Meta would delay the rollout of a new A.I. model after it had performance concerns - Adobe (ADBE) stocks plunged after Chief Executive Officer Shantanu Narayen announced he will resign from his position atop the creative software giant amid deep skepticism about the company’s ability to thrive in the AI era. - Ulta Beauty (ULTA) shares dropped after the cosmetics retailer reported earnings per share for the fourth quarter that missed consensus. Analysts flag that the full-year forecast was disappointing, while Morgan Stanley notes that the guidance might be conservative. See omnystudio.com/listener for privacy information.

Mar 13, 20265 min

Adobe Falls, Peloton Drops, Hims & Hers Health Mixed As Shares Set for Record Week

On this episode of Stock Movers: - Adobe (ADBE) shares fall after news that Chief Executive Officer Shantanu Narayen will resign from his position amid deep skepticism about the company’s ability to thrive in the AI era. - Peloton (PTON) shares drop after news the company is planning to make treadmills a larger priority and is considering lower-priced versions, according to people with knowledge of the matter. - Hims & Hers Health (HIMS) shares are mixed. Shares are on pace for their best week on record as a new partnership with Novo Nordisk A/S fuels fresh optimism about the company’s future in weight-loss drugs. The San Francisco-based company’s stock has climbed about 51% so far this week, as of Thursday’s close.See omnystudio.com/listener for privacy information.

Mar 13, 20264 min

Once Upon a Farm Tumbles, Ulta Beauty Sinks, Adobe Falls After CEO Steps Down

On this episode of Stock Movers: - Once Upon a Farm (OFRM) tumbles after Jennifer Garner’s snack company forecast slowing sales growth for the year in its first earnings update as a public company. While analysts are largely positive about the results, they note that investors might be underwhelmed by the firm’s gross margin.  - Ulta Beauty (ULTA) shares sink after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations. Comparable sales, which measures revenue from online and stores - Adobe (ADBE) shares fall after news that Chief Executive Officer Shantanu Narayen will resign from his position amid deep skepticism about the company’s ability to thrive in the AI era.See omnystudio.com/listener for privacy information.

Mar 13, 20263 min

Adobe Falls After CEO’s Exit; Ulta Sinks; Once Upon a Farm Tumbles

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Adobe (ADBE) shares fall after the maker of software for creative professionals announced that Shantanu Narayen will step down as CEO. - Ulta Beauty (ULTA) fell in early trading after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations.  - Once Upon a Farm (OFRM) shares tumble after Jennifer Garner’s snack company forecast slowing sales growth for the year in its first earnings update as a public company. While analysts are largely positive about the results, they note that investors might be underwhelmed by the firm’s gross margin. See omnystudio.com/listener for privacy information.

Mar 13, 20263 min

Ulta Beauty Sinks, Bumble Soars, Adobe Drops

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Ulta Beauty (ULTA) fell in late trading after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations. The shares fell 9.6% at 4:21 p.m. in New York after the close of regular trading. The stock has risen about 3.3% so far this year, outpacing the S&P 500 Index.- Bumble (BMBL) shares surge 50%, the biggest jump since February 2021, after the online dating company forecast Ebitda for the first quarter that beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. .- Adobe (ADBE) shares are down 6.2% in extended trading, after the maker of software for creative professionals reported its first-quarter results and gave an outlook. It also announced that Shantanu Narayen would step down as CEO.See omnystudio.com/listener for privacy information.

Mar 12, 20264 min

Closing Bell: Palantir Rises, Bumble Soars, Dollar General Drops

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Palantir Technologies (PLTR) may turn to other AI models amid the spat between Anthropic PBC and the Pentagon. - Bumble (BMBL) shares surge 50%, the biggest jump since February 2021, after the online dating company forecast Ebitda for the first quarter that beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. .- Dollar General (DG) shares fall as much as 11%, the most intraday since Aug. 2024, as the retailer gave underwhelming annual and long-term forecasts after the stock’s 9.1% advance year-to-date through Wednesday’s close.See omnystudio.com/listener for privacy information.

Mar 12, 20264 min

Blue Owl Capital Drops, Bumble Soars, Dollar General Falls as Outlook Disappoints

On this episode of Stock Movers: - Blue Owl Capital (OWL) falls after the asset manager defended its recent sale of $1.4 billion of loans from three of its funds, arguing the transaction contained no backstops or hidden incentives. Blue Owl Co-President Craig Packer said the four institutions that bought the debt did so on an arm’s length basis, conducted their own due diligence, and received no special guarantees. - Bumble (BMBL) soars after the online dating company forecast Ebitda for the first quarter that beat expectations. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year.  - Dollar General shares (DG) fall as the retailer gave underwhelming annual and long-term forecasts. The outlook is “conservative,” with the company seeing lower sales growth than last year, said Jennifer Bartashus, an analyst for Bloomberg Intelligence. “The business should be improving based on the strategies they are deploying.”Shares of the retailer fell as much as 11%. The stock had surged more than 80% in the last 12 months.See omnystudio.com/listener for privacy information.

Mar 12, 20264 min

Mosaic Rises, United Airlines Drops, Bumble Soars as Upbeat Outlook Spurs Upgrade

On this episode of Stock Movers: -Mosaic (MOS) shares rise. US fertilizer, energy and chemical stocks are rising on Thursday as the war in Iran and disruptions to the Strait of Hormuz tighten supply, raising prices. Airlines and cruise stocks are down as rising crude prices lift costs. -United Airlines (UAL) shares fall. Jefferies analyst Sheila Kahyaoglu cut the target on United Airlines Holdings Inc. to $125 from $148. Maintains buy rating. Separately, airlines around the world are increasing fares and raising fuel surcharges as oil prices briefly send prices above $100 a barrel. -Bumble (BMBL) shares soar after the online dating company forecast Ebitda for the first quarter; the guidance beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. See omnystudio.com/listener for privacy information.

Mar 12, 20262 min

Bumble's New AI Assistant; Dollar General Shares Fall; Petco Surges

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Bumble (BMBL) unveiled a new artificial intelligence-powered assistant designed to act as a personal matchmaker, the company’s latest effort to reinvigorate itself at a time when many users have shown dating-app fatigue. - Dollar General (DG) shares fall after the retailer gave underwhelming annual and long-term forecasts after the stock’s 9.1% advance year-to-date through Wednesday’s close.  - Petco (WOOF) shares soar as the pet health and wellness company’s adjusted Ebitda forecast for the first quarter beat the average analyst estimate. Jefferies upgrades rating noting that shares underappreciate the progress made thus far.  See omnystudio.com/listener for privacy information.

Mar 12, 20265 min

Dollar General Beats Estimates; Mosaic Up Most in 11 Months; Bumble Shares Jump

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Dollar General (DG) forecast earnings per share for the full year; the guidance beat the average analyst estimate.- Fertilizer buyers in Brazil are facing higher prices, with the US-Israel conflict with Iran sparking a sharp move up in nitrogen, while China's export restrictions are lifting phosphate pricing amid tightening supply. Urea posted the largest week-over-week gain, prompting buyers to look to limited ammonium sulfate offers as a cheaper nitrogen alternative.- Bumble shares rise after the online dating company forecast Ebitda for the first quarter; the guidance beat the average analyst estimate.See omnystudio.com/listener for privacy information.

Mar 12, 20263 min

HSBC Down, On The Beach Falls, Leonardo Gains

On this episode of Stock Movers:- HSBC and Standard Chartered are European banks most exposed to the Middle East as the region represents 4% and 12% of the lenders’ profit before taxes respectively, JPMorgan analysts say.- On the Beach shares drop as much as 14% to the lowest level since November 2024. The online seller of package holidays suspended its full-year guidance of £39m to £43m adjusted profit before tax due to a “significant slowdown” in demand following the conflict in the Middle East, according to a statement.- Leonardo shares gain as much as 8.7% to a new record high after the defense technology firm outlined its targets through 2030, which Mediobanca described as “bullish.” Analysts highlight, in particular, order intake expectations, and Jefferies says the 2030 numbers imply 300bps margin expansion vs 2025.See omnystudio.com/listener for privacy information.

Mar 12, 20264 min

Campbell's Sinks, Sable Offshore Skyrockets, Petco Surges

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:  - Campbell's (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Full-year earnings, adjusted for some items, are now seen between $2.15 to $2.25 per share, below the prior range of $2.40 to $2.55, according to a Wednesday statement. That’s set to be the lowest profit since 2009. Shares sunk in trading on Wednesday. - Sable Offshore (SOC) rallied after word that President Donald Trump is preparing to invoke Cold War-era powers to clear the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. A White House official said that any policy announcement would come directly from the president. Sable didn’t respond to a request for comment.  - Petco (WOOF) forecast annual earnings above analyst estimates, signaling that consumer pet spending remains durable despite tariff and economic uncertainty. The shares surged as much as 20% in postmarket trading. The San Diego, California-based company said in a Wednesday statement that it sees adjusted earnings before interest, taxes, depreciation and amortization for the year ending early 2027 of $415 million to $430 million, beating analyst estimates of $404.4 million.See omnystudio.com/listener for privacy information.

Mar 11, 20264 min

Closing Bell: Oracle Soars, Sable Offshore Skyrockets, Petco Surges

Today's biggest winners and losers in the stock market. 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 soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle’s closely watched infrastructure business jumped 84% to $4.9 billion in the three months ended Feb. 28, the company said Tuesday in a statement, surpassing the 79% that analysts had expected and up from 68% in the previous quarter. Total revenue will reach $90 billion in the fiscal year beginning in June, Oracle said, also handily beating analysts’ projections. The shares traded as high as $171.76 Wednesday in New York, their biggest intraday gain in six months.  - Sable Offshore (SOC) saw its shares rip higher after Bloomberg reported that President Donald Trump is preparing to invoke Cold War-era powers to pave the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. Trading in Sable’s shares was halted after prices jumped as much as 34% on the news. The company’s shares have seen sharp swings and multiple trading halts in the last year. - Petco (WOOF) shares soar 16% in after hours trading, as the pet health and wellness company’s adjusted Ebitda forecast for the first quarter beat the average analyst estimate.See omnystudio.com/listener for privacy information.

Mar 11, 20267 min

Oracle, Papa John's Surges, Campbell's Falls

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Oracle (ORCL) shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.- Campbell’s (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Shares fell as much as 7.8% before the bell and are trading down 5.2% as of 8:20 a.m. in New York.- Shares of Papa John’s (PZZA) surged after a report the pizza chain is drawing fresh takeover interest from Qatari-based investment fund Irth Capital. Papa John’s stock rose as much as 23% to nearly $40 in New York trading. The move erased a year-to-date decline of more than 15% through Tuesday’s close.See omnystudio.com/listener for privacy information.

Mar 11, 20262 min

Oracle Soars, Nike Rises, Campbells Drops After Cutting Profit Outlook

On this episode of Stock Movers: - Oracle (ORCL) shares soar after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. - Nike (NKE) shares rise after Barclays upgraded the sportswear retailer to overweight from equal-weight, citing recent operational progress, financial inflections, and management’s disciplined actions. Analyst Adrienne Yih acknowledges ongoing risks but notes that the risk/reward profile has shifted favorably “making NKE an attractive tactical investment opportunity at this stage.” - Campbells (CPB) shares drop after the company cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. See omnystudio.com/listener for privacy information.

Mar 11, 20263 min

Uber Jumps, Oracle Soars, Campbells Drops After Cutting Outlook

On this episode of Stock Movers: - Uber (UBER) shares jump after news the company will let customers hail robotaxis from Amazon's Zoox, starting in Las Vegas this summer. Zoox vehicles will also be available on the Uber app in Los Angeles, starting next year, as part of a multiyear agreement between Uber and Zoox. - Oracle (ORCL) shares increased in early trading after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle's infrastructure business jumped to $4.9 billion in the three months ended Feb. 28, surpassing analysts' expectations and up from the previous quarter. - Campbells (CPB) shares drop after the company cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. See omnystudio.com/listener for privacy information.

Mar 11, 20263 min

Oracle Soars on Strong AI Cloud Sales; Campbell’s Cuts Outlook; Nvidia Invests $2 Billion to Nebius

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Oracle (ORCL) shares soared in early trading after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.   - Campbell’s (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods.  - Nvidia (NVDA). will invest $2 billion in Nebius Group (NBIS) as part of a strategic partnership to develop and build artificial intelligence data centers, as the world’s most valuable firm continues to pour money into companies that buy its chips. See omnystudio.com/listener for privacy information.

Mar 11, 20264 min

Oracle Cloud Sales Boost Results; Cintas Agrees to Buy UniFirst; JPMorgan Restricts Private Credit Lending

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Oracle (ORCL) shares rise after the software company reported third-quarter results that beat expectations and also raised its full-year revenue forecast. Analysts note strength in its Oracle Cloud Infrastructure business. - Cintas (CTAS) has agreed to buy UniFirst (UNF) in a cash-and-stock deal valuing the uniform supplier at $5.5 billion, clinching a years-long pursuit of its rival.- JPMorgan Chase (JPM) is restricting some lending to private credit funds after marking down the value of certain loans in their portfolios, according to a person familiar with the matter, in the latest sign of stress in the $1.8 trillion industry.See omnystudio.com/listener for privacy information.

Mar 11, 20263 min

Aramco Up, Lufthansa Dips, Rheinmetall Down

On this episode of Stock Movers:- Energy stocks including Aramco are wavering due to continued uncertainty after a volatile few days for oil and gas prices.- Lufthansa is facing a two-day pilot walkout starting Thursday, threatening to ground hundreds of flights at a time when the airline is already grappling with fuel-price volatility.- Rheinmetall predicted that sales this year will reach €14 billion ($16.3 billion) to €14.5 billion, falling short of analyst expectations at a critical time for the German defense contractor as Europe’s military spending surges.See omnystudio.com/listener for privacy information.

Mar 11, 20264 min

Oracle Posts Strong Cloud Sales Growth, Amazon Rises, Goeasy Drops

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Oracle (ORCL) posted quarterly cloud revenue that was better than expected and projected strong sales in the upcoming fiscal year, a sign the company is making good on its massive AI bookings. Revenue in Oracle’s closely watched infrastructure business gained 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement. That marked a faster increase than the 79% anticipated by analysts and a 68% sales rise in the previous quarter. The shares increased about 7% in extended trading after closing at $149.40 in New York. The stock had lost more than 50% of its value from a September peak through Tuesday’s close as Wall Street grew worried about the costs and logistics associated with the massive build-out. - Amazon (AMZN) has raised $37 billion from a US dollar bond sale that could swell to nearly $50 billion with a planned euro debt offering. The blockbuster fundraising is the fourth-largest US corporate bond sale on record and the biggest that isn’t tied to an acquisition. The offering was increased from initial guidance of $25 billion to $30 billion. Amazon sold US high-grade debt in 11 tranches, ranging from two to 50 years. Pricing on the longest portion of that offering — a note maturing in 2076 — tightened by 0.25 percentage point to 1.3 percentage point above Treasuries, according to a person familiar with the transaction. Shares of Amazon closed higher in trading on Tuesday. - Goeasy (GSY) shares dropped on Tuesday, in its biggest intraday decline in about six years, after the non-prime lender announced it expects to incur a C$178 million incremental charge off in 4Q 2025 against its C$5.5 billion gross consumer loans receivable, withdrawing its previously issued outlook and three-year forecast. The shares fell to their lowest level since November 2020.See omnystudio.com/listener for privacy information.

Mar 10, 20265 min

Closing Bell: Vertex Rises, Centene Sinks, Oracle Posts Strong Earnings

Today's biggest winners and losers in the stock market. 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. - Vertex (VRTX) shares rose after the biotech company said its drug to treat a kidney disorder met its goal in a late-stage trial, providing a boost to its strategy of moving beyond cystic fibrosis treatments. - Centene (CNC) shares sank on Tuesday after the health insurer flagged rising medical costs and declining membership, adding to an already cautious outlook for the industry. Centene said it expects enrollment in the Affordable Care Act marketplace will decline by about 35% or more across the industry after some federal ACA subsidies expired. It sees its own membership potentially dropping even faster. The company’s membership dropped from 5.5 million in December to 3.6 million in February, a decline that CEO Sarah London said was “in line with our expectations.” Shares of the St. Louis, Missouri-based company fell as much as 13%, the most intraday since January. The stock had gained 5.3% so far this year through Monday’s close. - Oracle (ORCL) posted quarterly cloud revenue that was better than expected and projected strong sales in the upcoming fiscal year, a sign the company is making good on its massive AI bookings. Revenue in Oracle’s closely watched infrastructure business gained 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement. That marked a faster increase than the 79% anticipated by analysts and a 68% sales rise in the previous quarter. The shares increased about 7% in extended trading after closing at $149.40 in New York.See omnystudio.com/listener for privacy information.

Mar 10, 20268 min

Amazon Rises, Crowdstrike Mixed, Kohl's Rebounds After Earnings Call

On this episode of Stock Movers: - Amazon (AMZN) shares rise after news that the company has kicked off what is likely to be one of the biggest corporate bond offerings ever, in the latest blockbuster fundraising to pay for the artificial intelligence boom. The tech giant is targeting the equivalent of about $37 billion to $42 billion in a cross-Atlantic offering in dollars and euros, according to people with knowledge of the matter.  - Crowdstrike (CRWD) shares are mixed. This comes after Morgan Stanley raised the recommendation on Crowdstrike Holdings to overweight from equal-weight, saying the platform is a winner from AI positioning and its growth outlook is promising.  - Kohl's (KSS) shares rebound after after the struggling department-store chain said it was pleased with its performance so far this year. The positive sentiment given on a call with analysts came after the retailer reported a bigger sales drop than expected last quarter and gave an outlook in-line with Wall Street estimates.See omnystudio.com/listener for privacy information.

Mar 10, 20263 min

Kohl’s Says Shoppers Want More Value; Lindt Tumbles After Cutting Guidance; Beyond Meat Drops 'Meat' From Name

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Kohl’s (KSS) reported worse-than-expected sales for last quarter, as the retailer continues to struggle to revive years of declining results.Comparable sales fell 2.8% in the period during the Christmas shopping season, more than twice that decline of the average analyst estimate. - Lindt & Spruengli (LISP SW) fell by the most in almost 20 years after the Swiss chocolatier lowered its full-year sales guidance, citing geopolitical turmoil. The company’s participation certificates tumbled by 11% in Swiss trading, the biggest intraday drop since 2006. The decline erased the gains for this year. - Beyond Meat (BYND) is changing its brand to just Beyond. The El Segundo maker of plant-based proteins that look and taste like meat changed its website and social channels last week to reflect its new full name: Beyond the Plant Protein Co.See omnystudio.com/listener for privacy information.

Mar 10, 20264 min

AT&T Will Spend $250 Billion on Network; HP Enterprise Rises; TSMC Sales Jump 30%

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- AT&T (T) said it will spend more than $250 billion in the next five years to build out its infrastructure in the U.S., setting up the company to more than double its annual investment in a battle for subscribers with its two largest competitors. The investments will focus on high-speed fiber connections and expanding wireless and satellite coverage, the Dallas-based telecommunications company said in a statement on Tuesday. AT&T deployed about $21 billion in capital spending last year, according to its last financial results.- Hewlett Packard Enterprise (HPE) shares rise after the computer hardware and storage company’s results beat expectations on key metrics, although revenue was slightly weaker than expected. It also raised its full-year forecast for both adjusted earnings and free cash flow- Taiwan Semiconductor Manufacturing's (TSMC) sales growth is running behind lofty expectations in 2026, suggesting sky-rocketing memory prices may be hurting even high-end smartphone and PC demand.See omnystudio.com/listener for privacy information.

Mar 10, 20263 min

Aramco Warning, Ryanair Boost, Persimmon Surge

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Saudi Aramco’s chief executive officer warned the impact on global oil markets will be “catastrophic” the longer the disruption from the Iran war drags on.- The two European airlines that stand out as being best-protected from the turmoil in the Middle East and its impact on fuel costs are Ryanair and IAG, according to Bernstein analysts. - Persimmon surged the most in almost six years after the company reported earnings that reassured investors it is navigating a soft UK housing market better than many of its rivals.See omnystudio.com/listener for privacy information.

Mar 10, 20263 min

Vail Resorts Drops, US Airlines Rally, Him & Hers Surge

Today's biggest winners and losers in the stock market.On this episode of Stock Movers: - Vail Resorts (MTN) slid in postmarket trading Monday after the mountain resorts and hotels operator reported revenue for the second quarter that missed the average estimate. The company also cut its net income guidance for the full year.- US airlines like United Airlines (UAL) and Southwest (LUV) quickly turned positive after President Donald Trump told CBS that the war in Iran could be over soon. Oil erased gains in after-settlement trading. Airlines were among several sectors that have been suffering losses amid the conflict in Iran. - Hims & Hers (HIMS) surged after Novo Nordisk A/S was said to have ended its public feud with the company with an agreement to sell its weight-loss drugs on the Hims platform. Novo and Hims plan to announce a new partnership as soon as Monday, according to a person familiar with the matter, who spoke on the condition of anonymity. The two companies had a similar agreement last year, but Novo abruptly scrapped it after Hims refused to stop marketing and selling copycat medications.See omnystudio.com/listener for privacy information.

Mar 9, 20264 min

Closing Bell: HIMS Surges, Uber & DoorDash Sinks, Paramount Drops

Today's biggest winners and losers in the stock market. 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 Griefeld, Carol Massar and Norah Mulinda- Hims & Hers (HIMS) shares rallyed Monday after Novo said it had agreed to sell its Ozempic and Wegovy injectables, as well as an oral version of Wegovy, through Hims' online pharmacy. Hims surged 38% to $21.75, putting the stock on track for its largest single-day percentage increase on record, according to Dow Jones Market Data. Novo's U.S.-listed shares advanced 1.9% against a 0.6% decline for the benchmark S&P 500.- Uber (UBER) and DoorDash (DASH) shares sank today after oil prices continued to rise due to the conflicts in the Middle East.- Warner Bros. Discovery (WBD) is the target of a $110 billion acquisition by Paramount Skydance (PSKY) in which Tencent plans to invest several hundred million dollars as a passive financial backer, Bloomberg News reported Monday, citing unnamed people familiar with the situation. Wells Fargo set Paramount Skydance's ratings at underweight, with a price target of $10. Shares of Paramount Skydance dropped 8%, with intraday trading volume at over 7.8 million versus a daily average of roughly 10.6 million.See omnystudio.com/listener for privacy information.

Mar 9, 20265 min

Uber, DoorDash Sink; Hims & Hers, Live Nation Surge

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Uber (UBER) and DoorDash (DASH) shares sank today after oil prices continued to rise due to the conflicts in the Middle East.- Hims & Hers Health (HIMS) surged after Bloomberg News reported that Novo Nordisk A/S (NOVOB DC) plans to sell its weight-loss drugs on the telehealth company’s platform, ending a public feud between the two companies.- Live Nation (LYV) stocks climbed after the company and its Ticketmaster subsidiary reached a settlement with federal antitrust authorities.See omnystudio.com/listener for privacy information.

Mar 9, 20263 min

Hims & Hers Health Surges, Live Nation Entertainment Rises, Brown-Forman Falls as Bernstein Downgrades on Costly Whiskey

On this episode of Stock Movers: - Him & Hers (HIMS) shares surge after Novo Nordisk was said to have ended its public feud with the company with an agreement to sell its weight-loss drugs on the Hims platform. Novo and Hims plan to announce a new partnership as soon as Monday, according to a person familiar with the matter, who spoke on the condition of anonymity. - Live Nation Entertainment (LYV) shares rise. Live Nation Entertainment Inc. and its Ticketmaster subsidiary have reached a settlement with federal antitrust authorities, according to the Justice Department. The agreement was announced with no details provided, but it would reportedly open parts of Live Nation's ticketing arm to third-party sellers and make it easier for other promoters to put on shows at amphitheaters that Live Nation controls. - Brown-Forman (BF/B) shares fall after Bernstein analyst Nadine Sarwat cut her recommendation on the alcohol beverage company to market perform from outperform. “This rating change isn’t about the structural vs. cyclical debate in US alcohol or the risk of price wars (from the US ‘whiskey glut’ or competitors) — our views on this remain unchanged,” Sarwat writes. On this episode of Stock Movers: - Him & Hers (HIMS) shares surge after Novo Nordisk was said to have ended its public feud with the company with an agreement to sell its weight-loss drugs on the Hims platform. Novo and Hims plan to announce a new partnership as soon as Monday, according to a person familiar with the matter, who spoke on the condition of anonymity. - Live Nation Entertainment (LYV) shares rise. Live Nation Entertainment Inc. and its Ticketmaster subsidiary have reached a settlement with federal antitrust authorities, according to the Justice Department. The agreement was announced with no details provided, but it would reportedly open parts of Live Nation's ticketing arm to third-party sellers and make it easier for other promoters to put on shows at amphitheaters that Live Nation controls. - Brown-Forman (BF/B) shares fall after Bernstein analyst Nadine Sarwat cut her recommendation on the alcohol beverage company to market perform from outperform. “This rating change isn’t about the structural vs. cyclical debate in US alcohol or the risk of price wars (from the US ‘whiskey glut’ or competitors) — our views on this remain unchanged,” Sarwat writes.See omnystudio.com/listener for privacy information.

Mar 9, 20263 min

Chevron Rises, Delta Drops, Him & Hers Surges on Novo Obesity Deal That Ends Public Feud

On this episode of Stock Movers: - Chevron (CVX) shares rise. Ultrapar is in advanced talks with Chevron Corp. to sell a 30% stake in Ipiranga, Brazil Journal reports citing two sources familiar with the matter. An agreement on price has already been reached and the parties are now in the governance discussion phase, Brazil Journal reports citing the sources. - Delta (DAL) shares drop. Airlines are among the biggest decliners in the US stock market as travel, auto, retail and restaurant shares slide during Monday’s spike in oil. - Him & Hers (HIMS) shares surge after Novo Nordisk was said to have ended its public feud with the company with an agreement to sell its weight-loss drugs on the Hims platform. Novo and Hims plan to announce a new partnership as soon as Monday, according to a person familiar with the matter, who spoke on the condition of anonymity.See omnystudio.com/listener for privacy information.

Mar 9, 20263 min

Hims & Hers Surges on Novo Obesity Deal; Live Nation Rises; Powerus & Aureus Greenway to Merge

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Hims & Hers Health (HIMS) surged after Novo Nordisk A/S was said to have ended its public feud with the company with an agreement to sell its weight-loss drugs on the Hims platform. - Live Nation Entertainment (LYV) shares rise after Politico reported that the company reached a settlement with the Department of Justice in its antitrust case and will pay $200 million in damages to participating states. - Aureus Greenway Holdings (AGH) says AGH and Autonomous Power entered into a definitive agreement to merge into an entity that focuses on drone industry and autonomous systems innovation.See omnystudio.com/listener for privacy information.

Mar 9, 20264 min

Hims Soars on Plan for Novo Nordisk Partnership; Live Nation Rises; EchoStar Set to Join S&P 500

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Hims & Hers Health (HIMS) shares soar after Bloomberg News reported that Novo Nordisk plans to sell its weight-loss drugs on the telehealth company’s platform, ending a public feud.- Live Nation Entertainment (LYV) shares rise after Politico reported that the company reached a settlement with the Department of Justice in its antitrust case and will pay $200 million in damages to participating states.- Vertiv Holdings, Lumentum Holdings, Coherent and EchoStar (SATS) are set to join the S&P 500, according to a statement from S&P Dow Jones Indices.See omnystudio.com/listener for privacy information.

Mar 9, 20264 min

Iran Moves: BP, IAG, Anglo American

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Oil majors like BP are moving as brent crude smashed through $100 a barrel as more major Middle East producers cut output.- IAG's among the airlines watched in Europe this morning as the Iran war continues. - JPMorgan reverses its previously positive view on Anglo American and other EMEA mining and steel companies to reflect the impact of the conflict in the Middle East, issuing a swathe of downgrades mainly concentrated on copper and steel stocks.See omnystudio.com/listener for privacy information.

Mar 9, 20264 min

Week Ahead: Oracle, Adobe, Kohl's

Big Tech earnings are still in focus with Oracle, Adobe, and Kohl's all reporting in the coming days.Bloomberg's Nathan Hager previews the numbers with Matthew Griffin, Bloomberg Equities Reporter.See omnystudio.com/listener for privacy information.

Mar 8, 20266 min

Weekly Roundup: US Airlines Slip, Cruise Lines Fall, ServiceNow Leaps

This week's biggest winners and losers in the stock market. On this episode of Stock Movers, we look at some of the week's biggest gainers and decliners: - US airline stocks, like United Airlines (UAL) and Southwest (LUV) slipped into a bear market as Wall Street warns that the war in the Middle East threatens to dramatically squeeze profits by driving up fuel costs. The S&P Supercomposite Airlines Industry Index closed down 4.1% on Friday afternoon, extending a skid into a sixth day. The group is down over 22% from a multi-year high marked just last month. A decline of 20% or more from a peak is defined as a bear market. The sharp decline in shares stems from the Iran conflict, which has caused the prices of jet fuel to surge.  - Cruise lines like Carnival (CCL) and Norwegian Cruise Line (NCLH) also saw shares fall this week on concerns over disruptions stemming from the conflict in the Middle East.  - ServiceNow (NOW) was among a few software stocks that saw gains this past week. See omnystudio.com/listener for privacy information.

Mar 6, 20265 min

Closing Bell: Marvell Rallies, Boeing Soars, BlackRock Falls

Today's biggest winners and losers in the stock market. 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 jumped as much as 19% after the chipmaker delivered a bullish sales outlook, saying that data center demand was growing even faster than anticipated. Revenue will be as much as $2.52 billion in the fiscal first quarter, which runs through April, Marvell said in a statement Thursday. Analysts had estimated $2.28 billion on average. - Boeing (BA) is closing in on one of the largest sales in its history, a 500-aircraft order for 737 Max jets set to be unveiled when President Donald Trump travels to Beijing for his first state visit to China since 2017, people familiar with the matter said. Boeing’s aircraft stand to feature prominently in a trade agreement between China President Xi Jinping and Trump, who has used the US planemaker as a tool to sweeten accords with other governments. Boeing shares jumped as much as 4% following Bloomberg’s report. The stock was the best performer on the 30-member Dow Jones Industrial Average index as of 2:30 p.m. Friday in New York. - BlackRock (BLK) curbed withdrawals from one of its biggest private credit funds after client requests for redemptions spiked, the latest sign of investor anxiety about the $1.8 trillion private credit industry. The firm’s $26 billion HPS Corporate Lending Fund, one of the largest non-traded business development companies, said in a statement Friday that shareholders requested 9.3% of their shares, but management decided to cap the repurchases at 5%. While the total value of shares would have been about $1.2 billion, according to Bloomberg calculations, investors will get back about $620 million that the fund held at year-end. BlackRock shares fell as much as 8.3% on Friday, while the stocks of alternative asset managers including KKR & Co. and Ares Management Corp. also swooned, as they’re off to their worst start to a year in a decade.See omnystudio.com/listener for privacy information.

Mar 6, 20268 min

Costco Reverses Drop, Gap Slips, Day One Soars

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Costco (COST) shares are up, erasing an earlier decline, after the club chain reported strong second-quarter results. While bears point out that paid membership growth rates slowed during the quarter, Morgan Stanley attributes the deceleration to fewer new warehouse openings. Costco’s premium valuation is also a point of contention, as it trades at about 47 times forward earnings, which is ahead of Walmart and well above peer BJ’s Wholesale. Shares are up 16% year-to-date while the S&P 500 Index has slid 1.1%. - Gap (GAP) reported fourth-quarter sales and profit that came in slightly below expectations, as two of its apparel chains underperformed. Old Navy, the company’s biggest brand, and Athleta, its smallest, missed comparable-sales estimates, while Gap and Banana Republic beat. Shares of Gap fell as much as 11% on Friday. That erased the stock’s gain for the year and was the biggest intraday drop since May. - Day One Biopharmaceuticals (DAWN) saw its shares leap as much as 66%, the most intraday since June 2022, after Servier agreed to acquire the biotech company for $21.50 per share in cash, representing a total equity value of approximately $2.5 billion. Servier agreed to pay $21.50 a share for Day One in a deal that’s expected to close in the second quarter, the companies said on Friday. That’s a 68% premium to Day One’s closing price on Thursday.See omnystudio.com/listener for privacy information.

Mar 6, 20265 min

Gap Drops, Nutex Health Falls, Marvell Rises as Bullish Target Shows AI Demand

On this episode of Stock Movers: - Gap (GAP) shares drop after the company reported fourth-quarter sales and profit that came in slightly below expectations, as two of its apparel chains underperformed. Old Navy and Athleta missed comparable-sales estimates, while Gap and Banana Republic beat. - Nutex Health (NUTX) shares fall after trading before regular market hours. The company reported EPS and sales below estimates. The company attributed the lower-than-expected revenue to a one-time cumulative true-up of arbitration claims that arbitrators determined were ineligible under the independent dispute resolution process, according to a press release. - Marvell (MRVL) shares up after the chipmaker said its year-over-year revenue growth rate will accelerate each quarter throughout fiscal 2027, a bullish target that shows soaring demand from data center-related applications.See omnystudio.com/listener for privacy information.

Mar 6, 20263 min

Marvell Rallies, Gap Drops, Blue Owl Falls on News it Has £36 Million Exposure to a Collapsed UK Lender

On this episode of Stock Movers: - Marvell (MRVL) shares are up after the chipmaker said its year-over-year revenue growth rate will accelerate each quarter throughout fiscal 2027, a bullish target that shows soaring demand from data center-related applications. - Gap (GAP) shares drop after the company reported fourth-quarter sales and profit that came in slightly below expectations, as two of its apparel chains underperformed. - Blue Owl (OWL) shares fall after news that it has a £36 million exposure to Century Capital Partners Ltd., a London-based property lender that filed for administration last month.See omnystudio.com/listener for privacy information.

Mar 6, 20263 min

Gap Falls as Earnings Disappoint; Marvell Soars; Nutex Health Shares Fall

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Gap (GAP) shares fall after Old Navy, the clothing retailer’s biggest brand, missed consensus expectations for same-store sales growth. Its forecast for 1Q gross margins was also weaker than analysts expected, as tariffs presented a 2 percentage-point headwind. - Marvell Technology (MRVL) shares jumped after the chipmaker delivered a bullish sales outlook, saying that data center demand was growing even faster than anticipated.  - Nutex Health (NUTX) fell 30% in trading after company reported EPS and sales below estimates.See omnystudio.com/listener for privacy information.

Mar 6, 20264 min

Rheinmetall Gains, Lufthansa Climbs, ITV Jumps

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Rheinmetall rises as much as 2.3% as defense stocks climb amidst ongoing conflict in the Middle East. - Lufthansa shares climb as much as 3.7% after Europe’s largest carrier reported strong results and said it sees “significant” improvement in earnings in 2026.- ITV shares climb as much as 7.9%, the most since November, after Kepler Cheuvreux analyst Conor O’Shea raised his recommendation on the stock to buy from hold as he sees the weakness in advertising demand dissipating.See omnystudio.com/listener for privacy information.

Mar 6, 20263 min

Rheinmetall Up, Lufthansa Climbs, Zealand Pharma Plunges

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Rheinmetall rises as much as 2.3% as defense stocks climb amidst ongoing conflict in the Middle East. - Lufthansa shares climb as much as 3.7% after Europe’s largest carrier reported strong results and said it sees “significant” improvement in earnings in 2026.- Zealand Pharma shares plummeted Friday after their experimental obesity shot failed to meet industry expectations in a study, casting doubt on their prospects of competing in the fast-growing market. Tiwa AdebayoSee omnystudio.com/listener for privacy information.

Mar 6, 20264 min

Closing Bell: Broadcom Rallies, Sable Offshore Higher, Roche Slumps

Today's biggest winners and losers in the stock market. 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. - Broadcom (AVGO)'s CEO Hock Tan said the company expects its AI chip sales to top $100 billion next year, marking major inroads into territory dominated by Nvidia. “We have line of sight” to reach this milestone in 2027, he said during a conference call with analysts Wednesday. “We have also secured the supply chain required to achieve this.” Broadcom shares rose as much as 4.2% on Thursday after trading got underway in New York. - Sable Offshore (SOC) saw its shares trade higher on word the US is considering using the emergency powers of a Cold War-era law to ease permitting for it’s contested plans to drill oil off the coast of California. The 1950s Defense Production Act, which gives the president broad powers over domestic industry, is “absolutely” under deliberation to help Sable, US Interior Secretary Doug Burgum said Thursday in an interview. Shares rose 12% on the news and are up more than 60% this week as investors positioned ahead of a possible move by the Trump administration.  - Roche (RHHBY) and Zealand Pharma (ZEAL)'s experimental obesity shot helped patients lose as much as 10.7% in a study, failing to clear a high bar set by some Wall Street analysts. The experimental shot, petrelintide, delivered weight loss with side effects comparable to placebo, with fewer than 5% of patients dropping out of the trial, Roche and Zealand said. The results came after 42 weeks of treatment. Roche’s American depositary receipts fell as much as 7% after the results were posted Thursday.See omnystudio.com/listener for privacy information.

Mar 5, 20267 min

Trade Desk, UniFirst Soar; Nvidia Falls

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Trade Desk (TTD) stocks soared Thursday after a report said that OpenAI has held talks with the company about help to sell ads on its flagship ChatGPT platform. - Nvidia (NVDA) shares fell after US officials have written draft regulations that would restrict AI chip shipments to anywhere in the world without American approval, giving Washington broad control over whether other countries can build facilities for training and running artificial-intelligence models — and under what conditions. - UniFirst (UNF) stocks rose as much as 17% after Cintas Corp. announced they were in advanced talks to buy UniFirst Corp., according to people familiar with the matter, setting itself up to clinch a years-long pursuit of the rival uniform maker.See omnystudio.com/listener for privacy information.

Mar 5, 20264 min

American Eagle Falls, Broadcom Rises, Cracker Barrel Jumps as 2Q Revenue Beats Estimates

On this episode of Stock Movers: - American Eagle (AEO) shares fall after the clothing retailer said that most of its profit will be generated in the second half of the year. The company also reported net revenue for the fourth quarter that beat the average analyst estimate. - Broadcom (AVGO) shares rise after Chief Executive Officer Hock Tan said the company expects its AI chip sales to top $100 billion next year, marking major inroads into territory dominated by Nvidia Corp. Broadcom also delivered a better-than-estimated quarterly outlook and announced a stock buyback plan worth as much as $10 billion. - Cracker Barrel (CBRL) shares rise after after the restaurant chain reported revenue for the second quarter that beat the average analyst estimate.See omnystudio.com/listener for privacy information.

Mar 5, 20263 min

Stubhub Slumps, Victoria's Secret Drops, Broadcom Rises on Projected AI Chip Sales

On this episode of Stock Movers: - Stubhub (STUB) shares slumps after the ticket reseller’s 2026 forecast and fourth-quarter results came in below Wall Street’s expectations. - Victoria's Secret (VSCO) shares drop despite the lingerie retailer’s fourth quarter results that topped consensus expectations. Most guidance metrics for both the first quarter and full year were above sell-side estimates. The free cash flow projection is below. - Broadcom (AVGO) shares rise after CEO Hock Tan said the company expects its AI chip sales to top $100 billion next year. Broadcom also delivered a better-than-estimated quarterly outlook and announced a stock buyback plan worth as much as $10 billion.See omnystudio.com/listener for privacy information.

Mar 5, 20262 min

Cracker Barrel Shares Jump; StubHub Slides; Trade Desk Talks With OpenAI

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Cracker Barrel (CBRL) shares are up after the restaurant chain reported revenue for the second quarter that beat the average analyst estimate. - StubHub (STUB) shares slump 14% in premarket trading Thursday after the ticket reseller’s 2026 forecast and fourth-quarter results came in below Wall Street’s expectations. Analysts flag that comparisons are tough given that there wasn’t a Taylor Swift tour to boost sales. At least two firms downgraded the stock. - Trade Desk (TTS) shares are up after The Information reported that the company held talks to help OpenAI sells ads.See omnystudio.com/listener for privacy information.

Mar 5, 20263 min

Broadcom Rises After Strong AI Revenue; Kroger Offers Cautious Forecast; Trade Desk Shares Jump

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Broadcom (AVGO) shares rise as much as 7.5% in premarket trading on Thursday after the chipmaker posted first-quarter results that beat expectations on key metrics and gave a positive revenue outlook. Analysts are especially encouraged by its AI-related revenue.- Kroger (KR) offered a soft forecast for the full year as the largest US supermarket operator seeks to stabilize operations under its new top boss. The company said it expects comparable sales, without fuel, to increase between 1% and 2%, falling short of what Wall Street analysts were expecting.- Trade Desk (TTD) shares jump after The Information reported that the company held talks to help OpenAI sells ads. See omnystudio.com/listener for privacy information.

Mar 5, 20263 min

Wizz Air Falls, Deutsche Post Drops, STMicro Rallies

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Wizz Air shares slide as much as 7.9% to the lowest since November after the budget airline cut its net income forecast for fiscal year 2026 to below its previous guidance range, flagging a €50 million impact from conflict in the Middle East. - DHL Parent Deutsche Post shares fall as much as 5.3% after the German logistics company gave an outlook for 2026, with Ebit at above €6.2 billion compared to earlier estimates at €6.39 billion. Analysts note the guidance is likely conservative, with JP Morgan saying it “reflects no expectations of a material improvement in revenue trends.”- STMicro shares rally as much as 6.4% on Thursday after CEO Jean-Marc Chery guided data center-related revenue to be “well above” $1 billion for next year.See omnystudio.com/listener for privacy information.

Mar 5, 20264 min