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On this episode of Stock Movers: - Netflix (NFLX) shares are mixed after the news that the company agreed to buy Warner Bros. Discovery Inc. in a historic combination, joining the world’s dominant paid streaming service with one of Hollywood’s oldest and most revered studios. - Victoria’s Secret shares climb as much as 21%, to the highest intraday since May 2022, after the retailer’s better-than-expected third-quarter results and boosted guidance. The company is executing on its “Path to Potenti...
The Stock Movers Report discusses Warner Bros. Discovery's stock surge following its $72 billion Netflix deal, despite potential regulatory hurdles. It also examines Oracle's stock performance, highlighting confidence in AI infrastructure demand but raising concerns about the company's significant debt. Finally, the episode details Southwest Airlines' lowered profit outlook, attributing it to a government shutdown and rising fuel costs, though booking recoveries offer a silver lining.
On this episode of Stock Movers: - Netflix (NFLX) shares are mixed after the news that the company agreed to buy Warner Bros. Discovery Inc. in a historic combination, joining the world’s dominant paid streaming service with one of Hollywood’s oldest and most revered studios. - Ulta Beauty (ULTA) shares rise after the company raised its full-year outlook after reporting better-than-expected results in the third quarter, a sign that consumers are overcoming any reluctance to spend and shelling ou...
On this episode of Stock Movers: - Netflix (NFLX) agreed to buy Warner Bros. Discovery in a historic combination, joining the world’s dominant paid streaming service with one of Hollywood’s oldest and most revered studios. - Hewlett Packard Enterprise (HPE) shares dropped in premarket trading on Friday after the company gave an outlook for sales in the current quarter that fell short of high expectations for the AI server business. - Ulta Beauty (ULTA) raised its full-year outlook after reportin...
On this episode of Stock Movers: - Southwest Airlines (LUV) says as a result of lower revenue due to the government shutdown, and the impact of higher fuel prices, the company now expects its full year 2025 EBIT to be approximately $500 million, compared with its prior expectation of $600 million to $800 million. - Warner Bros. Discovery (WBD) has entered exclusive negotiations to sell its film and TV studios and HBO Max streaming service to Netflix Inc., according to people familiar with the di...
On this episode of Stock Movers: - BofA Global Research cuts recommendations on BP and Shell as lower oil and gas prices and deflating refining margins “leave the sector grappling for more free cash flow cushions than it is already sitting on.” - Ocado shares rise as much as 16%, the most since July, after the online grocer said it will receive a $350 million cash payment from Kroger to compensate for the US grocer’s decision to close three automated warehouses and to not go ahead with another. ...
On this episode of Stock Movers: - Ulta (ULTA) raised its full-year outlook after reporting better-than-expected results in the third quarter, a sign that consumers are overcoming any reluctance to spend and shelling out for cosmetics and hair supplies. The company now expects comparable sales to be up as much as 4.7% in the current fiscal year. Ulta guided in August for that figure to be up as much as 3.5%. It also raised its outlook for net sales and earnings per share. The stock jumped 4.9% a...
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, David Gura, Alexis Christoforous and Carol Massar. On this episode of Stock Movers: - Meta Platforms (META) was the top Mag 7 gainer today, closing 3.43% higher. Mark Zuckerberg is expected to meaningfully cut resources for building the so-called metaverse, an effort that he once framed as the future of the company and the reason for changin...
On this episode of Stock Movers: - Dollar General (DG) is higher after the company raised its full-year outlook, showing how value-focused retailers are winning over consumers hunting for deals. Dollar General cited share gains in its consumable and non-consumable categories, with growth in seasonal goods, home products and apparel. - Paramount Skydance (PSKY) is lower by about 1% after accusing Warner Bros. Discovery of failing to conduct a fair auction, saying the film and TV company isn’t act...
Meta's (META) Mark Zuckerberg is expected to cut resources for building the metaverse, which he once framed as the future of the company. Executives are considering potential budget cuts as high as 30% for the metaverse group next year, which could include layoffs as early as January Five Below (FIVE) raised its profit outlook for the third time in its fiscal year, lifted by demand for budget-friendly trendy goods as US consumer sentiment wanes amid high prices and a weaker labor market. The Phi...
On this episode of Stock Movers: Meta (META) Meta shares are getting a boost, helping futures move higher, after Bloomberg News reported that it’s expected to meaningfully cut resources for building the so-called metaverse, an effort that CEO Mark Zuckerberg once framed as the future of the company. The reaction indicates clear relief from investors, who have seen it as a drain on resources with little payoff so far. Snowflake (SNOW) Snowflake shares fall as much as 9% in premarket trading after...
On this episode of Stock Movers: - Dollar General (DG) shares rise after the retailer reported its third beat-and-raise quarterly report this year, driven by gross margin outperformance. - Snowflake (SNOW) shares fall after the software company issued a forecast for operating margin in the current quarter that fell short of the average analyst estimate. Analysts noted a deceleration in product revenue growth. - Hormel (HRL) shares rise after the protein producer’s 3Q adj. EPS forecast beat the c...
On this episode of Stock Movers: - Dollar General (DG) boosted its comparable sales forecast for the full year. For fiscal year 2026, the Company plans to execute about 4,730 real estate projects, including opening approximately 450 new stores in the US and about 10 new stores in Mexico, fully remodeling about 2,000 stores through Project Renovate, remodeling about 2,250 stores through Project Elevate, and relocating about 20 stores - Costco (COST) shares are down in extended trading after the r...
On this episode of Stock Movers: - Rio Tinto fluctuated in London on Thursday after the diversified miner forecast 2026 copper production that missed analyst expectations. - Philips shares drop as much as 4.3%, worst performer in the Stoxx 600 Health Care Index on Thursday morning, after Citi analysts noted tariff and China challenges for 2026. _ Trustpilot shares fall as much as 8.7% after Grizzly Research published a report on the consumer-review company. See omnystudio.com/listener for privac...
On this episode of Stock Movers: - JPMorgan has a bullish view on European capital goods into 2026, with upgrades for Siemens Energy and Schneider Electric giving it 21 overweight ratings within the sector, compared with only three underweights. - BofA Global Research raised the recommendation on Mercedes-Benz to neutral from underperform. -European semiconductor stocks with data‑center and 5G exposure advance after US peer Marvell Technology reassured investors that its custom chip-design unit ...
The "Stock Movers Report" dives into key tech stock performances. Salesforce saw gains after beating revenue estimates, driven by AI tool adoption. Snowflake's shares fell due to operating margin outlook concerns surrounding new AI-based tools. Microsoft also experienced a dip amid reports of lowered expectations for AI model marketplace sales. The discussion highlights investor focus on AI spending and profitability.
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Tim Stenovec and Carol Massar. On this episode of Stock Movers: - American Eagle Outfitters (AEO) posted third-quarter results that outpaced expectations and raised its outlook as the apparel chain pivots quickly from weakness earlier this year. Comparable sales are expected to rise in the low single digits for the full fisca...
On this episode of Stock Movers: - Apple (AAPL) share slid on word that Meta poached its most prominent design executive in a major coup that underscores a push by the social networking giant into the AI-equipped consumer devices. The company is hiring Alan Dye, who has served as the head of Apple’s user interface design team since 2015, according to people with knowledge of the matter. Apple is replacing Dye with longtime designer Stephen Lemay, according to the people, who asked not to be iden...
On this episode of Stock Movers: - Microsoft (MSFT) shares slide after the Information reported that the software maker has lowered expectations for getting business customers to spend money on new artificial intelligence products. Several divisions at Microsoft have lowered quotas for how much salespeople are supposed to increase sales of certain AI products after many of them missed their targets in the fiscal year that ended in June. - CrowdStrike (CRWD) shares dip after the software company ...
On this episode of Stock Movers: - Marvell Technology (MRVL) shares rally after the company reassured investors that its custom chip-design unit is winning repeat orders, signaling continued growth as the company benefits from spending on AI computing. - Gitlab (GTLB) shares fall after the software company’s results and forecast were seen as underwhelming. Bloomberg Intelligence wrote that the report reinforces concerns about AI. - Microchip (MCHP) shares gain after the the semiconductor device ...
On this episode of Stock Movers: - Shares of Macy's (M) declined ahead of the opening bell after its profit forecast for the current quarter disappointed investors, overshadowing solid results in the lead-up to the holiday shopping season. The company said it expects its adjusted diluted earnings per share to range between $1.35 to $1.55 in the current quarter. The midrange of that forecast is below the average estimate of analysts. Macy’s Chief Executive Officer Tony Spring struck a cautious no...
On this episode of Stock Movers: - Shares of Dollar Tree (DLTR) moved higher in premarket trading after the company reported better-than-expected profit and raised its full-year earnings outlook, a sign the discount retailer is capturing more spending from stretched shoppers. Adjusted diluted earnings per share rose to $1.21 last quarter, higher than analysts expected, as same-store sales grew 4.2%, Dollar Tree said in a statement. The results indicate that Dollar Tree’s low-price model — 85% of...
On this episode of Stock Movers: - HSBC unexpectedly appointed Brendan Nelson as its next chair, choosing an insider to replace hard-charging financier Mark Tucker who has led Europe’s largest lender for much of the last decade. - Qatar’s sovereign wealth fund sold a stake worth about £266 million ($352 million) in J Sainsbury Plc, bringing an end to its near two-decade run as the largest shareholder in the supermarket. - Inditex sales accelerated in November, the Zara owner highlighting its res...
On this episode of Stock Movers: - Inditex sales accelerated in November, the Zara owner highlighting its resilience in the face of weakening consumer sentiment that’s hitting many of its peers. Shares soared. - Stellantis gains as much as 8.4% after UBS analyst Patrick Hummel raised his recommendation on the carmaker to buy from neutral and following a report that the White House will announce new fuel efficiency standards for automobiles. - Smiths Group agreed to sell its unit that makes airpo...
On this episode of Stock Movers: - Boeing (BA) shares advanced as much as 9.2% after Malave’s comments, which provided the first detailed look at the planemaker’s cash projections for 2026. The company expects to generate cash again in 2026, with positive free cash flow to reach the “low-single digits” billions of dollars. They still expect to eventually reach the $10 billion cash-generation target outlined by the previous management team, according to Boeing Chief Financial Officer Jay Malave. ...
On this episode of Stock Movers: - Boeing (BA) expects to generate cash again in 2026, a significant reversal in the planemaker’s finances as it prepares to boost monthly production rates of its passenger aircraft. The US company expects positive free cash flow to reach the “low-single digits” billions of dollars next year, reversing the $2 billion cash burn seen for 2025, said Boeing Chief Financial Officer Jay Malave, in his first solo presentation at an investor conference since taking over t...
- Boeing (BA) shares advanced as much as 9.2% after Malave’s comments, which provided the first detailed look at the planemaker’s cash projections for 2026. The company expects to generate cash again in 2026, with positive free cash flow to reach the “low-single digits” billions of dollars. They still expect to eventually reach the $10 billion cash-generation target outlined by the previous management team, according to Boeing Chief Financial Officer Jay Malave. - Janux Therapeutics (JANX) share...
On this episode of Stock Movers: - Boeing (BA) shares jump after the company said it expects to generate cash again in 2026, a significant reversal in the planemaker’s finances as it prepares to boost monthly production rates and pushes ahead with certification for the much-delayed 777X jetliner. - Warner Brothers Discovery (WBD) shares gain on news that the company was fielding a second round of bids on Monday, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in...
On this episode of Stock Movers: - MongoDB (MDB) shares rally on Tuesday after the database software company reported stronger-than-expected results. It also raised its full-year forecast. - Credo Technology (CRDO) shares rise after the company reported revenue for the second quarter that beat the average analyst estimate. The shares of competitor Astera Labs gained 3%. - Boeing (BA) shares jump after the company said it expects to generate cash again in 2026, a significant reversal in the plane...
On this episode of Stock Movers: - Shares of Warner Bros. Discovery (WBD) edged higher ahead of the US market open after the company fielded a second round of bids on Monday, including a mostly cash offer from Netflix Inc., in an auction that could wrap up in the coming days or weeks, according to people familiar with the discussions. Bankers for Paramount Skydance Corp., Comcast Corp. and Netflix worked over the long Thanksgiving weekend on improved offers for all or part of Warner Bros., said ...
