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On this episode of Stock Movers: - Intel (INTC) shares drop after the company was downgraded to reduce from hold at HSBC, which writes that recent deal-related strength in the stock is “not sustainable.” - FedEx (FDX) shares fall after JPMorgan analyst Brian Ossenbeck cut the recommendation on the parcel carrier to neutral from overweight, writing that a perception of weakened price discipline among less-than-truckload carriers justifies lower multiples across that group of companies. - Oracle (...
On this episode of Stock Movers: - Confluent (CFLT) shares soared as Reuters reports that the data infrastructure company is exploring a sale after receiving acquisition interest. The firm has engaged an investment bank to manage the process, Reuters reports, citing people it didn’t identify. No deal is guaranteed - Jeffries (JEF) shares slipped on news it said it has $161 million of exposure to funds that held trade receivables and loans of bankrupt auto-parts supplier First Brands Group. The e...
On this episode of Stock Movers: - Confluent (CFLT) shares soared as Reuters reports that the data infrastructure company is exploring a sale after receiving acquisition interest. The firm has engaged an investment bank to manage the process, Reuters reports, citing people it didn’t identify. No deal is guaranteed - IREN Ltd. (IREN) is falling after a source said it is offering a conversion premium of 30% to 35% on its $875 million offering of zero coupon bonds due 2031, according to a person fa...
On this episode of Stock Movers: - Security services group Verisure’s shares rallied in its trading debut, after the initial public offering raised about €3.2 billion ($3.72 billion) in the largest European debut in three years. - Close Brothers shares rise as much as 10%, while Lloyds gains as much as 3.2%, after the UK’s Financial Conduct Authority provided a lower than previously expected estimate for the compensation auto lenders may have to pay customers who were missold car loans. - ABB sh...
On this episode of Stock Movers: - BMW declines as much as 5.2% after cutting its guidance for the full year due to weak volume growth in China and costs related to the implementation of tariffs. - ArcelorMittal is placed on a 30-day upside catalyst watch at Citi, with defense measures for the European steel industry potentially “around the corner.” - ASML shares fall 7.1% after US probe into China exports See omnystudio.com/listener for privacy information....
On this episode of Stock Movers: - Tesla (TSLA) introduced new versions of its top-selling models priced at under $40,000, making its main vehicles more affordable to counteract the loss of US incentives for electric cars. The new standard versions of the Model 3 sedan and Model Y sport utility vehicle start at $36,990 and $39,990, Tesla’s website shows. Those starting prices are about 13% and 11% cheaper, respectively, than premium longer-range versions of each model.Tesla shares fell 4.4% on T...
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. On this episode of Stock Movers: - Trilogy Metals (TMQ) closed with a 211% gain Tuesday as the White House said US will take a 10% stake in the company. BMO analyst Rene Cartier says “The binding letter of intent with the US Department of War highlights a significant milestone in the advancement...
On this episode of Stock Movers: - DR Horton (DHI), Toll Brothers (TOL) and KB Home (KBH) are among homebuilding names downgraded to inline from outperform at Evercore ISI as analyst Stephen Kim cites depressed home-buying sentiment. Shares of the homebuilders fell in Tuesday trading. - AppLovin (APP) shares fall after news that the Securities and Exchange Commission has been probing AppLovin's data-collection practices, according to people familiar with the matter. - Oracle (ORCL) shares fell a...
On this episode of Stock Movers: - Dell (DELL) shares rise after the company roughly doubled its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products. - Intercontinental Exchange (ICE) shares rise on its' plans to invest as much as $2 billion in cash in Polymarket, a crypto-based betting platform. The transaction values Polymarket at roughly $8 billion, and ICE will become a global distributor of Polymarket’s event-driven data. - Dollar...
On this episode of Stock Movers: - Dell (DELL) shares rise after the company roughly doubled its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products. - AppLovin (APP) shares fall after news that the Securities and Exchange Commission has been probing AppLovin Corp.'s data-collection practices, according to people familiar with the matter. - Dollar Tree (DLTR) shares fall after Jefferies downgraded the discount retailer to underperform ...
On this episode of Stock Movers: - IBM (IBM) shares jumped after the company announced it will integrate Anthropic’s Claude family of LLM’s into its software portfolio, in a newly announced strategic partnership. The partnership integrates Claude into select internal and external development tools and enterprise products and aims to deliver new productivity gains for IBM clients according to a statement. - Advanced Micro Devices (AMD) shares are higher, set to extend Monday’s 24% rally, as Jeffe...
On this episode of Stock Movers: IBM (IBM) shares jumped after the company announced it will integrate Anthropic’s Claude family of LLM’s into its software portfolio, in a newly announced strategic partnership. The partnership integrates Claude into select internal and external development tools and enterprise products and aims to deliver new productivity gains for IBM clients according to a statement.- Advanced Micro Devices (AMD) shares are higher, set to extend Monday’s 24% rally, as Jefferie...
On this episode of Stock Movers: - B&M European Value Retail shares drop as much as 22%, marking a record drop that has sent shares to an all-time low. CEO Tjeerd Jegen warned operational execution has been “weak” and weighed on first-half performance. - Shell shares rise as much as 2.3%, the most since July. The company gave an October trading update that analysts saw as upbeat, forecasting higher 3Q integrated gas production and upstream volumes. - HelloFresh shares drop as much as 7.1%, s...
On this episode of Stock Movers: - Morgan Stanley upgraded LVMH to overweight as analysts note that industry insiders are most positive they have been about the luxury sector's medium-term prospects for two to three years - Imperial Brands shares rise as much as 3.7%, rebounding from a two-month low, after the tobacco company said it will increase its share buyback in FY26. - B&M European Value Retail shares drop as much as 22%, marking a record drop that has sent shares to an all-time low. ...
The Stock Movers Report highlights AMD's significant stock increase following a multi-billion dollar AI infrastructure deal with OpenAI, prompting boosted price targets from analysts. Conversely, AppLovin shares fell after reports of an SEC investigation into its data collection and advertising practices. The episode also details the year's largest U.S. bank deal: Fifth Third Bancorp's $10.9 billion acquisition of Comerica, creating the nation's ninth-largest bank.
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. On this episode of Stock Movers: - Advanced Micro Devices (AMD) triggers an explosive rally after landing a a blockbuster deal with OpenAI to build artificial intelligence infrastructure, giving the chipmaker a chance to show it can mount a challenge to Nvidia Corp. in the AI computing industry....
On this episode of Stock Movers: - Advanced Micro Devices (AMD) triggers an explosive rally after landing a a blockbuster deal with OpenAI to build artificial intelligence infrastructure, giving the chipmaker a chance to show it can mount a challenge to Nvidia Corp. in the AI computing industry. - Comerica (CMA) shares rise on news Fifth Third Bancorp agreed to buy the bank for about $10.9 billion in stock, the largest US bank deal this year and a sign that the logjam blocking big mergers in the...
On this episode of Stock Movers: - AMD (AMD) shares soar after the company signed a deal with OpenAI for AI infrastructure that could generate tens of billions of dollars in new revenue. - Micron (MU) shares rise after Morgan Stanley upgraded the company to overweight from equal-weight saying the chipmaker is headed for multiple quarters of double-digit price increases. - Verizon (VZ) shares fall after the company named Dan Schulman chief executive officer, replacing Hans Vestberg effective imme...
On this episode of Stock Movers: - Advanced Micro Devices (AMD) shares are soaring on news it signed a deal with OpenAI to deploy 6 gigawatts of AMD GPUs over multiple years. AMD has given OpenAI a warrant for up to 160 million shares, which will vest as milestones are achieved, including targets tied to AMD's stock price. The agreement is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI's AI infrastructure buildout. Intel (INTC) and Nvidia (NVDA) drop...
On this episode of Stock Movers: - Advanced Micro Devices (AMD) shares are soaring on news it signed a deal with OpenAI to deploy 6 gigawatts of AMD GPUs over multiple years. AMD has given OpenAI a warrant for up to 160 million shares, which will vest as milestones are achieved, including targets tied to AMD's stock price. The agreement is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI's AI infrastructure buildout. Intel (INTC) and Nvidia (NVDA) drop...
On this episode of Stock Movers: - Societe Generale fell as banks in France led the decline following news that Prime Minister Sebastien Lecornu resigned, sparking worries about further political turmoil in the country. - Hermes was one of the many Paris-listed small- and mid-caps, which are most exposed to the domestic economy, that also dropped following the headlines. - AstraZeneca shares rose after its drug with Daiichi Sankyo, Datroway, helped breast cancer patients with a particularly hard...
On this episode of Stock Movers: - Aston Martin Lagonda Global Holdings Plc slumped after paring back its outlook for a second time this year, citing the impact of US tariffs and broader economic challenges holding back demand. - French stocks including Societe Generale hit a session low as Prime Minister Sebastien Lecornu resigned, sparking worries about further political turmoil in the country. - Stellantis plans to invest about $10 billion in the US as the troubled maker of Jeep sport-utility...
On this episode of Stock Movers, we take a look at some of this past week's biggest gainers and decliners: - Fair Isaac (FICO) surged after the credit scoring company unveiled new pricing models that will allow mortgage lenders to calculate and distribute FICO Scores directly to borrowers. Lenders currently rely on the three nationwide credit bureaus, TransUnion, Equifax and Experian, to provide FICO scores. Under Fair Isaac's new offerings, lenders can choose to avoid credit bureaus' markup fee...
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. - USA Rare Earth (USAR) shares rose on word that the company is in close communication with the Trump administration, when asked whether the company would be open to a deal with the US government. - Rumble (RUM) share rallied after it entered a strategic partners...
On this episode of Stock Movers: - A UnitedHealth (UNH) shareholder has filed a proposal to require an independent board chair distinct from the chief executive officer, roles that were combined when Stephen Hemsley returned to lead the company this year. The proposal from a nonprofit advocacy group called the Accountability Board, if approved by shareholders, would ask the board to amend the company’s bylaws to codify an independent board chair. Shares of UnitedHealth traded higher. - USA Rare ...
On this episode of Stock Movers: -BlackRock (BLK) shares fall with news that the firm is advanced talks to acquire Aligned Data Centers, which could be valued at about $40 billion in a transaction. -Rivian (RIVN) shares drop on news that the company is reworking a key element of its vehicle doors after employees and customers raised concerns over potential safety issues with the current design. -Baidu (BIDU) shares rise after Morgan Stanley raised its price target on the China-based search engin...
On this episode of Stock Movers: -Apple (AAPL) shares fell after Jefferies downgraded the iPhone maker to underperform from hold. -Applied Materials (AMAT) shares dropped after the company said net revenue for FY 2026 is set to decrease by $600 million due to a new rule by the US Department of Commerce’s Bureau of Industry and Security. -Boeing (BA) shares slumped after the plane maker delayed their new 777X to fly for the first time in early 2027. The delay could result in potentially billions ...
On this episode of Stock Movers: - Applied Materials (AMAT) shares are lower after warning an expansion of rules that restrict the export of its products to China will take another chunk out of its revenue. The US Commerce Department’s Bureau of Industry and Security has issued a new rule this week that widens the range of companies subject to export restrictions, Applied Materials said in a regulatory filing Thursday. The company expects that to cost it $600 million in lost revenue in fiscal 20...
On this episode of Stock Movers: - Applied Materials (AMAT) shares are lower after warning an expansion of rules that restrict the export of its products to China will take another chunk out of its revenue. The US Commerce Department’s Bureau of Industry and Security has issued a new rule this week that widens the range of companies subject to export restrictions, Applied Materials said in a regulatory filing Thursday. The company expects that to cost it $600 million in lost revenue in fiscal 20...
On this episode of Stock Movers: - Rheinmetall rose along with other European defense companies as drone sightings, such as those around Munich airport, suggested an expansion of tensions towards western Europe. - Legrand shares hit a record high, after the French electrical devices maker acquired Avtron Power Solutions for an enterprise value of $1.1 billion. - Raiffeisen was up on reports the EU would lift sanctions on assets linked to Russian oligarch Oleg Deripaska to compensate the bank for...
