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Stock Movers

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Listen for five-minute conversations on today's biggest winners and losers in the stock market. 

Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

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Episodes

Occidental Rises, Mosaic Falls, Super Micro Plunges as Indictments Add Risk

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 b...

Mar 20, 20264 min

FedEx Gains, Super Micro Plunges, Swarmer Surges After IPO

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) sh...

Mar 20, 20264 min

FedEx Soars After Boosting Profit Outlook; Unilever Looks to Offload Food Arm; Planet Labs Rises on Earnings

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...

Mar 20, 20265 min

FedEx Raises Outlook; Super Micro Co-Founder Charged; Unilever Looks to Offload Food Business

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 rest...

Mar 20, 20264 min

EasyJet Gains, BP Falls, Spire Jumps

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% af...

Mar 20, 20264 min

Fedex and Five Below Gains; Newmont Falls

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&...

Mar 19, 20266 min

Fannie-Freddie, Micron Sink; Darden Restaurants Fluctuates

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 ...

Mar 19, 20265 min

Micron’s Capital Spending Growth; Uber to Invest in Rivian; FedEx Preview

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 y...

Mar 19, 20264 min

Micron Falls; Five Below Rallies; Newmont Drops

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...

Mar 19, 20264 min

Miners Stocks Fall; Five Below Rallies; Micron Falls

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 moment...

Mar 19, 20263 min

Samsung to Invest in AI; Elliott Said to Build Stake in Invisalign-Maker Align; Rocket Lab Jumps

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 mat...

Mar 19, 20264 min

Equinor Split, Fresnillo Shaken, Lanxess Cuts

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...

Mar 19, 20265 min

Micron Jumps, Constellation Brands Rises; CF Industries Falls

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 bee...

Mar 18, 20265 min

Lululemon Gains, LyondellBasell Rises, Gemini Drops After Citi Cuts Price Target

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 Eas...

Mar 18, 20264 min

CF Industries Falls, Constellation Brands Rises, Duolingo Drops After Ratings Downgrade

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 ...

Mar 18, 20264 min

Macy’s Rises on Sales Outlook; General Mills Misses Expectations; Lululemon Falls on Sales Outlook

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. - Lululemo...

Mar 18, 20264 min

Macy's Issues 'Prudent' 2026 Guidance; Nvidia Firing Up Production for China; Alibaba Shares Rise

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 reen...

Mar 18, 20264 min

Unilever's Diet, HelloFresh's Low, Diploma Up

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...

Mar 18, 20265 min

Lululemon Lower, Trade Desk Inches Higher, Eli Lilly Tumbles

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...

Mar 17, 20263 min

Closing Bell: Airlines Jump, Ride Shares Rise, Eli Lilly Tumbles

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 s...

Mar 17, 20267 min

Airlines, Uber, Lyft, and Six Flags All Rise

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 Entertai...

Mar 17, 20265 min

Delta Jumps, Uber Rises, Eli Lilly Dips as HSBC Sees Deeper Obesity-Drug Price Cuts

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 announ...

Mar 17, 20264 min

Qualcomm Gains, Nvidia Down, Uber Rises After Autonomous Vehicle Pacts with Nvidia

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'...

Mar 17, 20264 min

Playboy Beats Estimates; Lululemon’s CEO Search; Uber Up After Pact with Nvidia

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...

Mar 17, 20265 min

Delta Airlines More Upbeat; Uber Shares Rise; Sony Cut to Market Perform

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. - ...

Mar 17, 20264 min

Viaplay Gains, Trustpilot Rises, Neste Climbs

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 fa...

Mar 17, 20265 min

Nvidia, Micron and Dollar Tree All Rise Today

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 tech...

Mar 16, 20265 min

Closing Bell: Micron and Dollar Tree Rises, Public Storage Falls

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%, respec...

Mar 16, 20265 min

Dollar Tree, Electronic Arts & Nvidia All Rise

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 ...

Mar 16, 20265 min

Nebius Rises, Dollar Tree Up, Micron Gains on Earnings Optimism

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 mo...

Mar 16, 20263 min
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