On this episode of Stock Movers: - Oracle (ORCL) shares rise after the company gave a bullish outlook for its cloud business. After FY2026, it sees Cloud Infrastructure revenue in subsequent four years of $32b, $73b, $114b and $114b. - Synopsys (SNPS) shares drop after the company gave a weak reading on revenue from design IP and a weaker-than-expected earnings outlook. The company also warned that US export restrictions are contributing to a slowdown in China - Fifth Third (FITB) shares gain af...
Sep 10, 2025•4 min
On this episode of Stock Movers: - Oracle (ORCL) surged to a record after the company gave an aggressive outlook for its cloud business, stunning Wall Street and galvanizing hopes that the post-ChatGPT global AI infrastructure build-out is accelerating. Oracle's cloud infrastructure revenue increased 55% to $3.3 billion, with the company signing four multibillion-dollar contracts with three different customers in the quarter and expecting to sign up several additional customers in the coming mon...
Sep 10, 2025•5 min
On this episode of Stock Movers: - Oracle (ORCL) surged to a record after the company gave an aggressive outlook for its cloud business, stunning Wall Street and galvanizing hopes that the post-ChatGPT global AI infrastructure build-out is accelerating. Oracle's cloud infrastructure revenue increased 55% to $3.3 billion, with the company signing four multibillion-dollar contracts with three different customers in the quarter and expecting to sign up several additional customers in the coming mon...
Sep 10, 2025•4 min
On this episode of Stock Movers: - Novo Nordisk will slash 9,000 jobs globally and cut its profit forecast for the third time this year as it fights to recover ground lost to its more efficient rival Eli Lilly & Co. in the booming obesity drug market. - Associated British Foods shares slumped after the British conglomerate reported falling sales at its Primark budget fashion chain and gave a muted outlook for the sugar division next year. - Inditex shares jumped after a positive start to the...
Sep 10, 2025•4 min
On this edition of Stock Movers: - Apple (APPL) shares declined today after the company introduced its iPhone 17 lineup, adding an all-new skinnier Air design and improving the devices’ durability and camera technology. Apple unveiled the new smartphones at an event with the tagline “awe dropping” from its headquarters in Cupertino, California. Apple also debuted new smartwatches and an updated version of its high-end AirPods. However, analysts didn’t see any major surprises in the event. - Unit...
Sep 09, 2025•5 min
On this episode of Stock Movers: - Apple (AAPL) introduced its iPhone 17 lineup, adding an all-new skinnier Air design and improving the devices’ durability and camera technology. Apple also debuted new smartwatches and an updated version of its high-end AirPods. Bloomberg previously reported on plans for the iPhone Air and other features. That left few major surprises during the presentation Tuesday, and investors were generally underwhelmed. The stock slipped 1.5% to $234.39 as of 2:20 p.m. in...
Sep 09, 2025•4 min
On this episode of Stock Movers: - UnitedHealth (UNH) shares rise after the company said it expects most of its Medicare Advantage members to be in highly rated plans that earn bonus payments next year, a boon for its health insurance business. - FOX (FOXA) shares drop after Rupert Murdoch and his children resolved a family feud with a settlement that gives Lachlan Murdoch broad control of the media empire. - Dell shares (DELL) fall after the computer hardware maker said CFO Yvonne McGill is ste...
Sep 09, 2025•5 min
On this episode of Stock Movers: - Anglo American (NGLOY) shares are higher to its highest intraday level in almost seven months following news it is in advanced talks to acquire Canada's Teck Resources Ltd. in a potential purchase that could be announced as early as this week. A combination of the two companies would rank among the biggest ever in the mining industry and mark the culmination of several years of revived dealmaking activity among the largest players - Nebius (NBIS) jumped in prem...
Sep 09, 2025•4 min
On this episode of Stock Movers: - Anglo American (NGLOY) shares are higher to its highest intraday level in almost seven months following news it is in advanced talks to acquire Canada's Teck Resources Ltd. in a potential purchase that could be announced as early as this week. A combination of the two companies would rank among the biggest ever in the mining industry and mark the culmination of several years of revived dealmaking activity among the largest players - Nebius (NBIS) jumped in prem...
Sep 09, 2025•4 min
On this episode of Stock Movers: - Anglo American rises as much as 8.5% in London, to its highest intraday level since Feb. 14, after the company agreed to merge with Canada’s Teck Resources, marking one of the biggest mining transactions in more than a decade. - Monte Paschi has secured a majority stake in Italian lender Mediobanca, cementing a once-unthinkable €16 billion takeover that’s set to reshape Italian finance. - Saab shares fall as much as 5.7% after Barclays initiated coverage of the...
Sep 09, 2025•10 min
On this edition of Stock Movers: - Robinhood (HOOD) and AppLovin (APP) shares surged today after S&P Dow Jones Indices said the stocks would be added to the S&P 500 Index. Emcor Group Inc. (EME) will also be added to the index. The three companies will replace MarketAxess Holdings Inc, Caesars Entertainment Inc. and Enphase Energy Inc. prior to the start of trading on Sept. 22. Robinhood’s entry into the S&P 500 marks a milestone not just for the company but for the investing boom it...
Sep 08, 2025•3 min
On this edition of Stock Movers: - EchoStar (SATS) shares soared today after Elon Musk's SpaceX agreed to acquire wireless spectrum from the satellite broadband company for about $17 billion, allowing Charlie Ergen’s beleaguered telecommunications company to resolve an overhanging regulatory probe and pay down debt. SpaceX is buying EchoStar’s AWS-4 and H-block spectrum licenses designated for satellite and mobile communications according to a statement Monday, confirming an earlier Bloomberg Ne...
Sep 08, 2025•4 min
On this episode of Stock Movers: - T-Mobile (TMUS) shares fall after Elon Musk's SpaceX agreed to acquire wireless spectrum from EchoStar for about $17 billion. SpaceX said it is buying EchoStar’s AWS-4 and H-block spectrum licenses designated for satellite and mobile communications. - UnitedHealth (UNH) after reaffirming adjusted 2025 EPS views. The stock faces a potential resistance zone of $323 to $327 intraday. - AppLovin (APP) shares rise after S&P Dow Jones Indices said the stock would...
Sep 08, 2025•4 min
On this episode of Stock Movers: - EchoStar (STATS) shares rise after Elon Musk's SpaceX agreed to acquire wireless spectrum from EchoStar for about $17 billion. SpaceX said it is buying EchoStar’s AWS-4 and H-block spectrum licenses designated for satellite and mobile communications. - PNC (PNC) shares drop after the firm agreed to buy FirstBank Holding for about $4.1 billion to add $26.8 billion in assets and branches in Colorado and Arizona. The transaction is expected to be completed early n...
Sep 08, 2025•4 min
On this episode of Stock Movers: - Robinhood (HOOD) is gaining this morning after S&P Dow Jones Indices said it would be added to the S&P 500 Index. Applovin (APP) is higher this morning as well as it will be added. The stocks will be replacing MarketAxess Holdings, Caesars Entertainment and Enphase Energy; the changes are effective prior to the open of trading on Monday, Sept. 22. Bloomberg Intelligence analyst Neil Sipes says “Robinhood’s addition to the S&P 500 will expand its sha...
Sep 08, 2025•4 min
On this episode of Stock Movers: - Robinhood (HOOD) is gaining this morning after S&P Dow Jones Indices said it would be added to the S&P 500 Index. Applovin (APP) is higher this morning as well as it will be added. The stocks will be replacing MarketAxess Holdings, Caesars Entertainment and Enphase Energy; the changes are effective prior to the open of trading on Monday, Sept. 22. Bloomberg Intelligence analyst Neil Sipes says “Robinhood’s addition to the S&P 500 will expand its sha...
Sep 08, 2025•4 min
On this episode of Stock Movers: - M&S shares rise as much as 3.4%, the most in nearly three weeks, after Citi upgraded the British retailer to buy. Analysts cite “an attractive entry point” with the stock trading around 18% below levels before a cyberattack derailed operations earlier this year. - Phoenix Group reported operating profit for the first half-year that beat the average analyst estimate. The firm will change its name to Standard Life next year as the UK-listed pensions provider ...
Sep 08, 2025•4 min
On this episode of Stock Movers: - Western Digital (WDC) rallied to be among the best performers in the S&P 500 this week after Morgan Stanley named the computer hardware and storage company its top pick, saying the shares “remain the most attractive short-and-longer-term investment opportunity in our Hardware coverage.” - Broadcom (AVGO) had its biggest one-day stock rally since April on news of the chipmaker teaming up with OpenAI to make artificial intelligence accelerators, a lucrative a...
Sep 05, 2025•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 Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. - Tesla (TSLA) proposed a new compensation agreement for Chief Executive Officer Elon Musk potentially worth around $1 trillion, a massive package without precedent in corporate America. The long-awaited proposal, designed to incentivize Musk to lead Tesla for ye...
Sep 05, 2025•6 min
On this episode of Stock Movers: - Strategy (MSTR) shares rose as Crypto-linked stocks rose with Bitcoin and Ether prices as broader markets gain on hopes that US jobs data on would increase the chances of a Federal Reserve interest rate cut later this month. - Broadcom (AVGO) shares rose after the company announced they would be helping OpenAI design and produce an artificial intelligence accelerator from 2026, getting into a lucrative sphere dominated by Nvidia Corp. - Lululemon (LULU) shares ...
Sep 05, 2025•6 min
On this episode of Stock Movers: - Strategy (MSTR) shares rose as Crypto-linked stocks rose with Bitcoin and Ether prices as broader markets gain on hopes that US jobs data on would increase the chances of a Federal Reserve interest rate cut later this month. - Karman Holdings (KRMN) shares rose after Raymond James started coverage on the defense company with a strong-buy rating and Street-high $100 price target. - Lululemon (LULU) shares fell after the company slashed its outlook due to weakeni...
Sep 05, 2025•4 min
On this episode of Stock Movers: - Lululemon (LULU) shares tumble after the company slashed its outlook due to weakening demand and the Trump administration's tougher trade policies. The retailer warned it will take a $240 million hit from President Donald Trump's decision to end the de minimis exemption and now projects lower sales for the third quarter. - Broadcom (AVGO) shares rose after the company announced they would be helping OpenAI design and produce an artificial intelligence accelerat...
Sep 05, 2025•4 min
On this episode of Stock Movers: - Tesla (TSLA) shares are higher on news it proposed a new compensation agreement for Chief Executive Officer Elon Musk potentially worth around $1 trillion. The plan sets a series of ambitious benchmarks Musk must meet to earn the full payout, including expanding Tesla’s robotaxi business and growing the company’s market value to at least $8.5 trillion. The additional shares Musk could receive would push his stake in the electric-vehicle maker to at least 25%, a...
Sep 05, 2025•4 min
On this episode of Stock Movers: - Tesla (TSLA) shares are higher on news it proposed a new compensation agreement for Chief Executive Officer Elon Musk potentially worth around $1 trillion. The plan sets a series of ambitious benchmarks Musk must meet to earn the full payout, including expanding Tesla’s robotaxi business and growing the company’s market value to at least $8.5 trillion. The additional shares Musk could receive would push his stake in the electric-vehicle maker to at least 25%, a...
Sep 05, 2025•3 min
On this episode of Stock Movers: - Temenos shares drop as much as 14%, the most since February 2024, after the Swiss banking software provider dismissed CEO Jean-Pierre Brulard, naming CFO Takis Spiliopoulos as his successor and interim CEO. ZKB says the dismissal adds uncertainty to the investment case. - Orsted falls as much as 2.2% after the wind farm developer cut its Ebitda excluding items forecast for the full year. - Hexagon gains as much as 7.4%, the most since July, after the Swedish in...
Sep 05, 2025•4 min
On this edition of Stock Movers: - Broadcom (AVGO) shares slipped after the chip supplier delivered a revenue forecast for the current period that failed to impress some investors, a sign they were anticipating a bigger payoff from the AI boom. Sales will be about $17.4 billion in the fiscal fourth quarter, which runs through October, the company said in a statement Thursday. Analysts had projected $17.05 billion on average, though some estimates topped $18 billion, according to data compiled by...
Sep 04, 2025•4 min
On this edition of Stock Movers: - Salesforce (CRM) shares slumped today after the company projected lackluster quarterly sales growth, suggesting its artificial intelligence product isn’t yet paying off as quickly as hoped in the face of competition from emerging AI companies. Revenue will be $10.2 billion to $10.3 billion in the period ending in October, the company said Wednesday in a statement. Analysts, on average, estimated $10.3 billion. Current remaining performance obligations, a measur...
Sep 04, 2025•4 min
On this episode of Stock Movers: - HP Enterprise (HPE) shares rose after the company released earnings that expected narrower profit margins as it enters the next leg of AI-driven demand. 3Q net revenue at $9.14 billion beating estimates; 4Q adjusted EPS of 56c to 60c in line with forecasts. - C3 AI (AI) shares slumped after the software company forecast revenue for the second quarter that missed the average analyst estimate. It also named Stephen Ehikian as its new CEO, replacing founder Tom Si...
Sep 04, 2025•4 min
On this episode of Stock Movers: - Salesforce (CRM) sales have declined after projected quarterly sales growth that was lackluster, suggesting its artificial intelligence product isn’t yet paying off as quickly as hoped. The company's shares fell before markets opened in New York, as investors have been anxious that incumbent software makers will be outshined by new AI-based vendors. - American Eagle (AEO) shares are higher after the clothing retailer reported better-than-expected 2Q revenue, bo...
Sep 04, 2025•5 min
On this episode of Stock Movers: - Salesforce (CRM) sales have declined after projected quarterly sales growth that was lackluster, suggesting its artificial intelligence product isn’t yet paying off as quickly as hoped. The company's shares fell before markets opened in New York, as investors have been anxious that incumbent software makers will be outshined by new AI-based vendors. - Hewlett Packard (HPE) shares are higher after it gave a profit outlook for the current quarter that was in line...
Sep 04, 2025•4 min
