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On this episode of Stock Movers: - Intel (INTC) has approached Apple Inc. about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that’s now partially owned by the US government. Apple and Intel also have discussed how to work more closely together, said the people, who asked not to be identified because the deliberations are private. The talks have been early-stage and may not lead to an agreement, the people said...
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, Vonnie Quinn, Carol Massar and Tim Stenovec. - Video-game maker Electronic Arts (EA) is in talks to be taken private by a consortium led by Silver Lake Management, Saudi Arabia’s Public Investment Fund and Jared Kushner’s Affinity Partners, according to people familiar with the matter. The company, known for ...
On this episode of Stock Movers: - Apple (AAPL) has developed a ChatGPT-like iPhone app to help test and prepare for a long-anticipated overhaul of Siri coming next year, according to people familiar with the matter. The company’s AI division is using the app to quickly evaluate new features for Siri, Apple’s voice-powered assistant. That includes testing the ability to search through personal data, such as songs and emails, and perform in-app actions like editing photos, said the people, who as...
On this episode of Stock Movers: - Costco (COST) shares slip after the retailer reported mixed 4Q results, including adj. EPS and comparable sales (excl. gas and FX) ahead of expectations, but comps decelerated from the prior quarter and global membership renewal rates declined slightly. - Eli Lilly (LLY) rises after President Donald Trump's plan to impose a 100% tariff on branded drug imports. - RH (W) shares tumbled after President Donald Trump announced that the US will enact new tariffs on i...
On this episode of Stock Movers: - Oracle (ORCL) share rose after the Trump administration's estimated $14 billion valuation for TikTok's US business is lower than previous estimates of around $40 billion. - Wayfair (W) shares fall after President Trump announced new industry-specific tariffs targeting heavy trucks, kitchen cabinets, bathroom vanities, and upholstered furniture. - Boeing (BA) shares jumped after the company is poised to get more leeway from the Federal Aviation Administration to...
On this episode of Stock Movers: - Shares of Boeing (BA) soar ahead of Friday's open following a Wall Street Journal report that the planemaker is poised to get more leeway from the Federal Aviation Administration to perform some final safety checks on its 737 MAX aircraft prior to delivery, easing the company's burden to get more of its most profitable aircraft to customers. - Intel (INTC) shares rally in premarket trading after the Wall Street Journal reported that the Trump administration is ...
On this episode of Stock Movers: - Intel (INTC) shares rally in premarket trading after the Wall Street Journal reported that the Trump administration is weighing a new plan to reduce US reliance on chips made overseas. The Journal says the policy’s goal is to have chip companies manufacture the same number of semiconductors in the US as their customers import from overseas producers. Meantime, a separate Journal report says Intel has approached Apple and TSMC to secure investments or manufactur...
On this episode of Stock Movers: - Novo Nordisk (NOVOB DC) declined while its European Big Pharma peers largely traded flat after President Donald Trump announced new pharma tariffs. - Daimler Truck (DTG GY) fell on news Donald Trump’s plans include a duty on heavy truck imports. - InterContinental Hotels (IHG LN) shares climbed after receiving a double upgrade to overweight at JPMorgan. See omnystudio.com/listener for privacy information....
On this episode of Stock Movers: - Jabil (JBL) shares fall after the manufacturer reported results, which Vital Knowledge says show pressure on margins in the AI-exposed Intelligent Infrastructure segment. - Tesla (TSLA) shares fell as European sales of the electric vehicle giant dropped 22% in August, giving it a market share of just 1.9%. Even as consumers in Europe eschew Tesla, EV sales rose in the region in August, with hybrids as a particular bright spot. Still, Tesla was the worst perform...
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Matt Miller, Carol Massar and Tim Stenovec. - Intel (INTC) shares continue to rally. Investors are piling into bullish bets on Intel Corp., betting that a weeks-long rally following a string of investments from the US government, Nvidia Corp. and others will continue as the chipmaker seeks further tie-ups. Implied volatility in three-month I...
This episode of Stock Movers examines key companies influencing the market. Tesla's shares fell sharply after a significant drop in European sales, impacting its market share, despite an overall rise in EV sales in the region. Intel saw gains following reports of approaching Apple for an investment, building on recent positive headlines and other major investments. Additionally, CarMax experienced a drastic stock plunge due to a major earnings and sales shortfall, with analysts noting "nothing good to see" and the company citing consumer distress.
The Stock Movers Report delves into the significant movements of Starbucks, Intel, and Lithium Americas. Starbucks shares fell after announcing a $1 billion restructuring effort involving store closures and job eliminations. Intel experienced a notable rise as it reportedly seeks investment from Apple, complementing a recent U.S. government stake and signaling a push for homegrown semiconductor manufacturing. Lastly, Lithium Americas soared to new highs amidst reports of the Trump administration pursuing an equity stake in the company as part of a larger U.S. production bet.
On this episode of Stock Movers: - Eli Lilly (LLY) shares drop after the company halted a study of an experimental drug designed to prevent obesity patients from losing too much muscle, citing strategic business reasons. - CarMax (KMX) shares fall after the used car retailer reported significant earnings per share and sales shortfalls for the second quarter, which Truist Financial Services analysts described as a “miss across the board” with “really nothing good to see.” Wedbush downgraded the s...
On this episode of Stock Movers: - Intel (INTC) shares are higher as it approached Apple about securing an investment in the ailing chipmaker, according to people familiar with the matter, as part of efforts to bolster a business that’s now partially owned by the US government. A deal with Apple would represent further validation of the chipmaker’s turnaround bid, although it’s unlikely that Apple would switch back to Intel processors in its devices. - Oracle (ORCL) is falling as Rothschild &...
On this episode of Stock Movers: - Cipher Mining (CIFR) is higher on news Google's taking a stake in the company as part of an AI hosting deal. Google will receive warrants to buy about 24 million shares of Cipher Mining’s stock, equating to an about 5.4% pro forma equity ownership stake, as part of Cipher’s 10-year AI hosting agreement with Fluidstack. - Intel (INTC) shares are higher as it approached Apple about securing an investment in the ailing chipmaker, according to people familiar with ...
On this episode of Stock Movers: - H&M shares soared after the fashion retailer’s profit topped expectations, suggesting tight cost controls are helping its turnaround take hold. - Koninklijke Philips dropped on news of the Trump administration’s latest probe into imports of robotics, industrial machinery and medical devices, setting the stage for fresh duties. - Volkswagen and other German carmakers' shares gained on news the US lowered tariffs on auto imports from the EU to 15%, retroactiv...
On this episode of Stock Movers: - Intel (INTC) shares soared on word it has approached Apple (AAPL) about securing an investment in the ailing chipmaker, according to people familiar with the matter, part of efforts to bolster a business that’s now partially owned by the US government. Apple and Intel also have discussed how to work more closely together, said the people, who asked not to be identified because the deliberations are private. The talks have been early-stage and may not lead to an...
On this episode of Stock Movers, analysts examine the market movements of three major companies. Micron Technology saw its stock fall despite a positive forecast, highlighting investors' high expectations for AI-driven growth. Charles Schwab announced plans to allow retail investors access to private companies, following a trend toward private market investment. Additionally, Microsoft is enhancing its workplace AI assistant by integrating models from Anthropic, a significant competitor to its existing partner, OpenAI.
On this episode of Stock Movers: - Oracle (ORCL) shares drop after Oracle said it is seeking to borrow $15 billion from the US investment-grade bond market on Wednesday, as the software maker ramps up its spending to meet the needs of the AI boom. - Alibaba (BABA) shares surged to their highest in nearly four years after revealing plans to ramp up AI spending past an original $50 billion-plus target. - Adobe (ADBE) shares drop after Morgan Stanley downgraded to equal-weight from overweight on de...
On this episode of Stock Movers: - Alibaba (BABA) shares surged to their highest in nearly four years after revealing plans to ramp up AI spending past an original $50 billion-plus target, joining tech leaders pledging ever-greater sums toward a global race for technological breakthroughs. - Micron Technology (MU) shares are up after the chipmaker gave a forecast that showed strong AI-related demand. - Lithium Americas (LAC) shares soar 56% in premarket trading on Wednesday after reports reveale...
On this episode of Stock Movers: - Rheinmetall rose with other European defense stocks after President Donald Trump said NATO countries should shoot down Russian aircraft that violated their airspace. - BE Semiconductor traded higher along with tech and media shares, recovering earlier losses. - On The Beach forecast slipped as its guidance for the year missed the average analyst estimate. See omnystudio.com/listener for privacy information....
On this episode of Stock Movers: - Micron (MU), he largest US maker of computer memory chips, gave an upbeat forecast for the current quarter, helped by demand for artificial intelligence equipment. Fiscal first-quarter revenue will be roughly $12.5 billion, the company said in a statement Tuesday. Analysts had estimated $11.9 billion on average. Excluding some items, profit will be about $3.75 a share, compared with a projection of $3.05. The outlook validates the idea that Micron has become a ...
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, Matt Miller, Carol Massar and Tim Stenovec. - Kenvue (KVUE) shares bounced around as investors reacted to President Donald Trump's warning against the use of Tylenol for pregnant women. The doctors at the Peachtree Women’s Specialists OB-GYN practice in Atlanta began their Tuesday morning fielding a barrage o...
On this episode of Stock Movers: Boeing (BA) shares rose on word that the US and China are in the final stages of negotiations for a “huge” Boeing Co. aircraft order, US Ambassador to China David Perdue said, as the two nations look to thaw frosty ties and work toward a trade deal. While Perdue didn’t offer details on the size of the potential order, his comments at a briefing in Beijing alongside a visiting delegation of US lawmakers indicated that the deal will be locked in swiftly. “This is a...
In this episode of Stock Movers: - Sempra (SRE) climbed after the company agreed to sell a 45% equity stake in its infrastructure arm to affiliates of KKR and Canada Pension Plan Investment Board for $10 billion. The sale will help strengthen Sempra’s credit profile and improve its business mix with a goal of approximately 95% earnings from regulated US utilities. The deal is expected to close in the second or third quarter of 2026, subject to regulatory approvals. - Boeing (BA) shares are risin...
On this episode of Stock Movers: - Kenvue (KVUE) is recouping most on Monday’s drop, as President Trump’s call for pregnant women to avoid Tylenol draws sharp criticism from researchers who say the advice ignores decades of evidence and could endanger mothers and babies. "We believe independent, sound science clearly shows that taking acetaminophen does not cause autism,” Kenvue, a consumer health company whose brands include Tylenol, Listerine and Johnson’s, said in an emailed statement. Kenvue...
On this episode of Stock Movers: - Kenvue (KVUE) is recouping most on Monday’s drop, as President Trump’s call for pregnant women to avoid Tylenol draws sharp criticism from researchers who say the advice ignores decades of evidence and could endanger mothers and babies. "We believe independent, sound science clearly shows that taking acetaminophen does not cause autism,” Kenvue, a consumer health company whose brands include Tylenol, Listerine and Johnson’s, said in an emailed statement. Kenvue...
On this episode of Stock Movers: - Orsted shares surged after a US judge ruled construction can continue on a nearly completed wind farm off the coast of Rhode Island. - Heineken said it will acquire Florida Ice and Farm Company’s beverage and retail businesses in a $3.2 billion cash deal, strengthening its position across Central America. - ASM International's shares dropped after it cut its outlook for second-half revenue, citing lower-than-anticipated demand from some of its clients. See omny...
On this episode of Stock Movers: - Disney (DIS) said Jimmy Kimmel Live! will return to the air on Tuesday, ending a suspension imposed following controversial remarks the ABC late-night host made about the assassination of Republican activist Charlie Kirk. “We have spent the last days having thoughtful conversations with Jimmy, and after those conversations, we reached the decision to return the show on Tuesday,” Disney said in a statement. The stock fell as much as two percent in the session, b...
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, Matt Miller, Carol Massar and Tim Stenovec. - Nvidia (NVDA) shares rallied on word it will invest as much as $100 billion in OpenAI to support new data centers and other artificial intelligence infrastructure, a blockbuster deal that underscores booming demand for AI tools like ChatGPT and the computing power...
