On this episode of Stock Movers: - UnitedHealth Group (UNH) Humana (HUM) and other insurers that provide private Medicare Advantage plans for older Americans rose after the US agreed to boost 2027 payments by 2.48%, more than its initial proposal and a respite for an industry squeezed by federal cost-cutting efforts. Industry leader UnitedHealth’s stock jumped as much as 10%, the most intraday since August. Humana advanced as much as 11%, while CVS Health Corp. gained as much as 6.9%. - Shares o...
Apr 07, 2026•5 min
On this episode of Stock Movers: - Broadcom (AVGO) shares rose on Tuesday after the chipmaker announced a long-term agreement with Google to develop and supply Tensor Processing Units. - Amazon (AMZN) shares gain after the company reached a new agreement with the US Postal Service, providing a lifeline to the agency and securing delivery for customers in rural America. Amazon will retain about 80% of its existing deliveries with USPS, or more than 1 billion packages per year, according to a pers...
Apr 07, 2026•4 min
On this episode of Stock Movers: - ASML (ASML) shares fell as much as 4.7% on Tuesday after US lawmakers unveiled legislation aimed at tightening restrictions on chip tool exports to China. - Universal Music Group (UMG) shares rose as much as 24% in Amsterdam, but traded well below the value of an offer from Pershing Square Capital Management amid doubt over whether the deal will happen. - Broadcom (AVGO) shares rose on Tuesday after the chipmaker announced a long-term agreement with Google to d...
Apr 07, 2026•4 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Billionaire activist Bill Ackman has proposed a bid for Universal Music Group (UMG NA) — the world’s largest music company, which houses the likes of Taylor Swift, Drake and Sabrina Carpenter — to increase returns on one of his hedge fund’s biggest holdings. - Broadcom (AVGO) shares are up after the chipmaker announced a long-term agreement with Google to develop and supply Tensor Processing Units. - The U...
Apr 07, 2026•5 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - The US Medicare program will pay private insurers 2.48% more in 2027, a meaningful improvement over the initial rates the agency proposed in January.The final policy from the Centers for Medicare and Medicaid Services influences how more than half a trillion dollars flow through private health plans sold by companies including UnitedHealth Group Inc., Humana Inc. and CVS Health Corp. - Broadcom (AVGO) shar...
Apr 07, 2026•5 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Universal Music Group shares rise as much as 24% in Amsterdam, but trade well below the value of an offer from Pershing Square Capital Management amid doubt over whether the deal will happen. - The ongoing conflict in Iran poses direct operational risks to Middle Eastern refineries. BP shares rise as much as 1.54% in early trading. - JCDecaux rises as much as 5.8% as TD Cowen upgrades the outdoor advertisi...
Apr 07, 2026•5 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Universal Music Group shares rise as much as 24% in Amsterdam, but trade well below the value of an offer from Pershing Square Capital Management amid doubt over whether the deal will happen. - US lawmakers introduced legislation to restrict exports of chipmaking tools to China, targeting companies like and Tokyo Electron. - Shares in Italy’s largest defense company Leonardo fall as much as 4.2% on the pos...
Apr 07, 2026•5 min
On this episode of Stock Movers: - Share of AppLovin (APP) gains as Much as 7.2%. Wells Fargo analyst Alec Brondolo raised the firm's price target on AppLovin (APP) to $560 from $543 and keeps an Overweight rating on the shares. The firm says checks are improving and buy-side sentiment is negative. Wells sees positive setup into Q1 EPS. - Tesla (TSLA) falls to its lowest since September. Shares fell as much as 3.9% In the wake of a delivery-forecast miss from Tesla, JPMorgan's Ryan Brinkman high...
Apr 06, 2026•6 min
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, Isabelle Lee, Carol Massar and Tim Stenovec. - Seagate (STX) shares are up after Morgan Stanley raised its price target on the computer hardware and storage company to $582 from $468. The firm also named Seagate its Top Pick, seeing long-term tailwinds related to AI. - Tesla (TSLA) stocks are down after JPMor...
Apr 06, 2026•5 min
On this episode of Stock Movers: - Micron (MU) shares rise after a KeyBanc analyst John Vinh repeated an Overweight rating. This comes as Micron Technology Inc. is facing challenges in the stock market, with its shares down nearly 20% since hitting a high three weeks ago due to concerns about the memory sector and uncertainty in the broader market. - Dow (DOW US) shares drop. US chemical stocks are lower on Monday as oil prices pull back and BofA downgrades the stocks as it sees the market tailw...
Apr 06, 2026•3 min
On this episode of Stock Movers: - Carvana shares (CVNA) falls. BofA Global Research downgrades the online used-car retailer to neutral from buy citing recent macro and industry developments. Analyst Michael McGovern says with “the recent oil shock potentially pressuring an already stretched lower & middle income consumer, and 2-year rates moving the opposite direction, we think the risk/reward profile is more balanced now.” - Netflix shares (NFLX) are up after Goldman Sachs upgraded the str...
Apr 06, 2026•3 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Gulf Funds Agree to Back Paramount's $81 Billion Takeover of Warner - Netflix (NFLX) shares are up after Goldman Sachs upgraded the streaming-video company to buy from neutral. - Neurocrine Biosciences agreed to buy Soleno Therapeutics for $2.9 billion to expand in rare genetic disorders. The biotechnology company will pay $53 per share for Soleno, a 34% premium to its closing share price Thursday, using c...
Apr 06, 2026•4 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Soleno Therapeutics (SLNO) shares gain as much as 32% in premarket trading on Monday after the Financial Times reports that Neurocrine is in advanced talks to buy the company in a deal that could value it in the low-to-mid $50s per share, or in the excess of $2.5 billion. - Tyson Foods (TSN) shares rise 1.8% premarket as Piper Sandler upgrades to overweight from neutral citing potential near-term catalysts...
Apr 06, 2026•4 min
Earnings are still in focus with Constellation Brands, Levi Strauss, and Delta Airlines all reporting in the coming days. Bloomberg's Nathan Hager previews the numbers with Tatiana Darie, Bloomberg Strategist for Markets Live. See omnystudio.com/listener for privacy information.
Apr 05, 2026•7 min
On this episode of Stock Movers: - Nike (NKE) shares slid as much as 14%, to the lowest level since Feb. 2015, after the sportswear company forecast a revenue drop of as much as 4% for the fourth quarter, and warned sales declines could persist for the rest of this calendar year. - Echostar (SATS) shares rose as much as 7.7% as SpaceX is said to target $2 trillion IPO valuation. - Lumentum Holdings (LITE) jumps 8.8%. Lumentum, fresh off a blockbuster first quarter during which the stock rose 84%...
Apr 02, 2026•5 min
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 Scarlet Fu, Katie Greifeld, Carol Massar and Tim Stenovec. - SBA Communications (SBAC) shares jump as much as 18%, most intraday since 2008, after Bloomberg reports the tower operator is exploring options, including a potential sale, after receiving preliminary takeover interest. - Shares of Blue Owl Capital (OWL) are moving ...
Apr 02, 2026•8 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Shares of Blue Owl Capital (OWL) are moving lower after Blue Owl Credit Income Corp. disclosed a letter sent to its shareholders announcing redemptions in two of its private credit funds will be limited. Blue Owl said it will cap redemptions in its private-credit and technology-focused funds at 5% after receiving withdrawal requests totaling 21.9% in the former and 40.7% in the latter fund. Shares of Blue ...
Apr 02, 2026•6 min
On this episode of Stock Movers: - Penguin Solutions (PENG) shares rise. The company revised FY 2026 EPS and FY 2026 sales higher. Trading in the company's put options was triple the average. Trading volume was 14 times the average for this time of day. - United Airlines (UAL) shares fall. TD Cowen analyst Thomas Fitzgerald cut the target on United Airlines Holdings Inc. to $120 from $140. Maintains buy rating. Airline stocks were falling amid renewed worries about rising fuel costs, and how tha...
Apr 02, 2026•3 min
On this episode of Stock Movers: - Blue Owl (OWL) shares slump. Blue Owl Capital said it will limit redemptions from two of its private credit funds after facing a surge in withdrawal requests. The company’s peers Blackstone Inc., Apollo Global Management Inc., KKR & Co Inc., Ares Management Corp. all fell by around 3%. - Tesla (TSLA) shares fall. Tesla Inc. posted one of its worst sales quarters in years, missing Wall Street’s expectations, as the carmaker struggles to turn around its core ...
Apr 02, 2026•4 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - General Motors’ (GM) first-quarter sales fell by 9.7%, with its Cadillac Escalade and Chevrolet Suburban large SUVs tumbling by double digits. Sales in March were down 17%, the company said. - Globalstar (GSAT) shares rose in pre-market trading after a Financial Times report that Amazon.com Inc. is in talks to acquire the satellite provider. - Shares in airlines and cruise operators are slipping as the pro...
Apr 02, 2026•5 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Microsoft (MSFT) is in exclusive talks with Chevron (CVX) and investment fund Engine No. 1 over a long-term deal that would underpin a giant power plant in West Texas, providing electricity to a large data center campus. The proposed natural-gas fired power plant is projected to cost about $7 billion and initially generate 2,500 megawatts of electricity, making it one of the largest of its kind in the US, ...
Apr 02, 2026•5 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Stocks and bonds fell as oil surged anew after President Donald Trump pledged more aggressive action against Iran. - Morgan Stanley cuts price targets for a number of airlines and downgrades Lufthansa to equal-weight on risk that fuel costs could prove materially higher-for-longer due to the conflict in the Middle East. - Travel, mining and semiconductor stocks are falling as the conflict and higher energy...
Apr 02, 2026•4 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Stocks and bonds fell as oil surged anew after President Donald Trump pledged more aggressive action against Iran. - Morgan Stanley cuts price targets for a number of airlines and downgrades Lufthansa to equal-weight on risk that fuel costs could prove materially higher-for-longer due to the conflict in the Middle East. - One of Europe’s biggest airline groups kicked off the race for TAP SA, with Air Franc...
Apr 02, 2026•5 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Nike (NKE) shares slide as much as 14%, to the lowest level since Feb. 2015, after the sportswear company forecast a revenue drop of as much as 4% for the fourth quarter, and warned sales declines could persist for the rest of this calendar year. - Intel (INTC) shares are up 9.8% on Wednesday, after the chipmaker agreed to pay $14.2 billion to buy back half of a plant in Ireland. D.A. Davidson wrote that t...
Apr 01, 2026•6 min
On this episode of Stock Movers: - Intel (INTC) shares are up 9.8% on Wednesday, after the chipmaker agreed to pay $14.2 billion to buy back half of a plant in Ireland. D.A. Davidson wrote that the move bodes well for the company’s turnaround story. - Target Hospitality (TH) shares rise as much as 43%, the most intraday since April 2021, after the provider of workforce lodging and hospitality services secured a multi-year contract worth over $550 million to construct and provide comprehensive fa...
Apr 01, 2026•8 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Nike (NKE) shares slide as much as 14%, to the lowest level since Feb. 2015, after the sportswear company forecast a revenue drop of as much as 4% for the fourth quarter, and warned sales declines could persist for the rest of this calendar year. - Intel (INTC) shares are up 9.8% on Wednesday, after the chipmaker agreed to pay $14.2 billion to buy back half of a plant in Ireland. D.A. Davidson wrote that t...
Apr 01, 2026•5 min
On this episode of Stock Movers: - Intel (INTC) shares jump. Intel Corp. agreed to pay $14.2 billion to buy back half of a plant in Ireland that it had previously sold to Apollo Global Management. The transaction will be financed with cash on hand and the issuance of about $6.5 billion in new debt, according to Intel. - Boeing (BA) The Pentagon announced a partnership with Boeing and Lockheed Martin to triple the production capacity of seekers for the Patriot Advanced Capability-3 Missile Segmen...
Apr 01, 2026•4 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - RH shares plunge after the home furnishing company forecast revenue for the first quarter that missed the average analyst estimate. - Beyond Meat (BYND) forecast net revenue for the first quarter; the guidance missed the average analyst estimate. - Tilray Brands (TLRY) reaffirmed its adjusted Ebitda guidance for the full year; the guidance beat the average analyst estimate. See omnystudio.com/listener for ...
Apr 01, 2026•5 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Nike (NKE) shares tumbled after the retailer gave a surprisingly gloomy outlook for the year ahead, complicating Chief Executive Officer Elliott Hill’s efforts to turn around the business. Revenue is expected to decline 2% to 4% in the current quarter and will be down in the low single-digits for the rest of the calendar year, management told investors on an earnings call Tuesday evening. Analysts surveyed...
Apr 01, 2026•4 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Rolls-Royce shares jump as much as 10%, the biggest gain in eight months. - Lufthansa is readying plans to ground planes in case demand drops because of the war in the Middle East. Europe’s biggest aviation group has assigned teams to develop crisis responses that differ in severity, Chief Executive Officer Carsten Spohr told employees Tuesday, according to a spokesman for Lufthansa. - Berkeley shares plun...
Apr 01, 2026•5 min
