On this episode of Stock Movers, we take a look at some of the week's biggest movers: - AMD (AMD) landed a major order from Oracle for its forthcoming MI450 chips, a sign it’s making headway in its pursuit of Nvidia Corp. in the booming market for AI processors. Oracle will put 50,000 of the semiconductors in data center computers starting in the third quarter of 2026, according to a statement Tuesday. The systems will contain AMD processors and networking components. It’s also another endorseme...
Oct 17, 2025•5 min
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, Bailey Lipshultz and Carol Massar. On this episode of Stock Movers: - Truist Financial (TFC) shares rise after the firm told investors during its earnings conference call that while the bank had no exposure to bankrupt Tricolor Holdings, it has some exposure to First Brands. The bank accounted for this in its non-performing l...
Oct 17, 2025•5 min
On this episode of Stock Movers: - Oracle (ORCL) fell after giving its long-range financial outlook, suggesting investors anticipated a bigger boost from its investment in AI infrastructure. The company said overall annual revenue would total $225 billion by fiscal 2030, and the cloud infrastructure business would produce $144 billion in sales by then. Investors have expressed concern about the profitability of Oracle's AI effort, but the company said an infrastructure project for AI would have ...
Oct 17, 2025•5 min
On this episode of Stock Movers: - Truist Financial (TFC) shares rise after the firm told investors during its earnings conference call that while the bank had no exposure to bankrupt Tricolor Holdings, it has some exposure to First Brands. The bank accounted for this in its non-performing loans, loan loss reserve and 2025 net charge-off guidance, per CFO Mike Maguire. - Micron (MU) shares falls after a report from Reuters that the chipmaker plans to stop supplying server chips to data centers i...
Oct 17, 2025•4 min
On this episode of Stock Movers: - Novo Nordisk (NOVO) shares fall after President Donald Trump said the price of the diabetes drug Ozempic could come down to just $150 a month. Talks over the price of weight-loss drugs, including Ozempic, are still ongoing, according to Mehmet Oz, head of the Centers for Medicare and Medicaid Services. - State Street (STT) shares drop after the financial manager’s net interest income fell short of expectations in the third quarter. The company’s adjusted earnin...
Oct 17, 2025•4 min
On this episode of Stock Movers: - Shares of pharma giants Eli Lilly (LLY) and Novo Nordisk (NOVOB DC) are falling in premarket trading after President Trump said the price of the blockbuster diabetes drug Ozempic could come down to just $150 a month. The US list price of Ozempic is roughly $1,000 for a month’s supply. Trump told reporters on Thursday that the cost of the drug, made by Novo, will soon be “much lower.” Lilly sells similar treatments, including Mounjaro and Zepbound. - American Ex...
Oct 17, 2025•8 min
On this episode of Stock Movers: - Shares of regional banks Zions Bancorp (ZION) and Western Alliance (WAL) edged lower ahead of the open after the companies said they were the victims of fraud on loans to funds that invest in distressed commercial mortgages, fueling concern that more cracks are emerging in the credit markets. - Truist Financial (TFC) and Fifth Third Bank (FITB) edged higher in the early session after earnings that came in slightly above consensus estimates. - Shares of pharma g...
Oct 17, 2025•4 min
On this episode of Stock Movers: - Rheinmetall and other defence stocks are down on the back of President Trump's announcement of a second summit with Vladimir Putin, aimed at bringing a rapprochement between Russia and Ukraine. - BBVA rose in early trading after the Spanish lender's 16 billion-euro bid for Banco Sabadell was rejected by 3 quarters of shareholders. - Pearson gains after the education company reiterated its guidance for the full year, noting its weighting toward the fourth quarte...
Oct 17, 2025•4 min
On this episode of Stock Movers: - BBVA rose in early trading after the Spanish lender's 16 billion-euro bid for Banco Sabadell was rejected by 3 quarters of shareholders. - EssilorLuxottica was lifted by growing revenue from the eyewear company’s AI smart-glasses partnership with Meta. _ Volvo fell the most in six months after the truckmaker warned that a demand slowdown sparked by tariff uncertainty will extend into next year. See omnystudio.com/listener for privacy information....
Oct 17, 2025•4 min
On this episode of Stock Movers: - Shares of regional banks Zion (ZION) and Western Alliance (WAL) tumbled Thursday after the companies said they were the victims of fraud on loans to funds that invest in distressed commercial mortgages, fueling concern that more cracks are emerging in the credit markets. Zions Bancorp sank 12% after it disclosed a $50 million charge-off for a loan underwritten by its wholly-owned subsidiary, California Bank & Trust, in San Diego. And Western Alliance Bancor...
Oct 16, 2025•4 min
On this episode of Stock Movers: - JB Hunt (JBHT) shares soar after the transportation and logistics company reported third quarter earnings that beat the average analyst estimate helped by better cost control measures. The stock is the best performer in the S&P 500 today, up almost 22%. - Hewlett Packard Enterprise (HPE) shares fall after the company gave an outlook for profit and cash flow for its upcoming fiscal year that fell short of analysts’ estimates, reflecting a margin crunch in th...
Oct 16, 2025•6 min
On this episode of Stock Movers: - JB Hunt (JBHT) shares soar after the transportation and logistics company reported third quarter earnings that beat the average analyst estimate helped by better cost control measures. - Salesforce (CRM) shares rise after the software company forecasted that revenue growth will accelerate to double digits in the coming years. Salesforce expects $60 billion in annual revenue by the fiscal year ending in January 2030, Chief Financial and Operating Officer Robin W...
Oct 16, 2025•4 min
On this episode of Stock Movers: - Hewlett Packard Enterprise (HPE) shares fall after the company gave an outlook for profit and cash flow for its upcoming fiscal year that fell short of analysts’ estimates, reflecting a margin crunch in the AI era. - Salesforce (CRM) shares rise after the software company forecasted that revenue growth will accelerate to double digits in the coming years. Salesforce expects $60 billion in annual revenue by the fiscal year ending in January 2030, excluding any c...
Oct 16, 2025•4 min
On this episode of Stock Movers: - Taiwan Semiconductor (TSM) is higher after earnings beat analyst estimates, in the latest sign of rising demand for components like Nvidia chips that power AI. It also narrowed its capital expenditure forecast for the full year. - Hewlett Packard (HPE) shares are lower after the computer hardware and storage company issued a full-year forecast for profit and cash flow that fell short of analysts’ estimates. The company also said it is cutting an unspecified num...
Oct 16, 2025•5 min
On this episode of Stock Movers: - Taiwan Semiconductor (TSM) is higher after earnings beat analyst estimates, in the latest sign of rising demand for components like Nvidia chips that power AI. It also narrowed its capital expenditure forecast for the full year. - United Airlines (UAL) is lower as analysts at Bloomberg Intelligence note that the airline’s results show signs of saturation, even for its premium seats. The company forecast adjusted earnings per share for the fourth quarter that be...
Oct 16, 2025•4 min
On this episode of Stock Movers: - Nestle shares surged after it posted a stronger-than-expected increase in quarterly sales and announced plans to slash 16,000 jobs. - Kering has been downgraded to sell from hold by an analyst at Berenberg amid concerns over demand-side challenges in the luxury sector. - Nordea Bank shares rose to a record high after the Helsinki-based lender beat on net interest income and announced a spare of share buybacks. See omnystudio.com/listener for privacy information...
Oct 16, 2025•5 min
On this episode of Stock Movers: - Investors led by BlackRock (BLK)'s Global Infrastructure Partners agreed to buy Aligned Data Centers in a $40 billion deal, one of the asset manager’s largest infrastructure investments ever that comes as Wall Street races to claim a stake in the artificial-intelligence boom. MGX, an AI investment company established by sovereign wealth fund Mubadala Investment Co., will invest alongside GIP, according to a statement Wednesday that confirmed an earlier Bloomber...
Oct 15, 2025•6 min
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Matt Miller, Katie Greifeld, David Gura and Carol Massar. On this episode of Stock Movers: - United Airlines (UAL) is rising in the afterhours after after reporting better-than-expected earnings for the third quarter. The company expects brand-loyal flyers and demand for its premium seats to drive profit through the end of the year, maintaining momentum. - B...
Oct 15, 2025•6 min
On this episode of Stock Movers: - BlackRock (BLK) shares rise after investors led by BlackRock Inc.’s Global Infrastructure Partners agreed to buy Aligned Data Centers in a $40 billion deal, one of the asset manager’s largest infrastructure investments ever that comes as Wall Street races to claim a stake in the artificial-intelligence boom. - Stellantis (STLA) shares gain after the company vowed to invest $13 billion in the US over the next four years as the maker of Jeep SUVs and Ram trucks s...
Oct 15, 2025•4 min
On this episode of Stock Movers: - Dollar Tree (DLTR) shares jump after the retailer projected earnings per share to gain at a compound rate of as much as 15% over the next three years. The company said earnings per share is expected to grow by a “high-teens percentage” in fiscal 2026 due to cost benefits. - Papa John’s (PZZA) international shares jumped on Wednesday as Reuters reported Apollo Global Management submitted a bid within the last week to take the pizza chain operator private at $64 ...
Oct 15, 2025•4 min
- Bank of America (BAC) is after reporting earnings. It reported trading revenue excluding DVA for the third quarter that beat the average analyst estimate. Net interest income also came in $15.23 billion compared to the estimate of $15.03 billion - Morgan Stanley (MS) are rising after stock traders surpassed expectations in the third quarter, topping rivals on the surge in trading activity as US President Donald Trump's policies kept markets on edge throughout the period. Revenue from trading s...
Oct 15, 2025•4 min
On this episode of Stock Movers: - Bank of America (BAC) is after reporting earnings. It reported trading revenue excluding DVA for the third quarter that beat the average analyst estimate. Net interest income also came in $15.23 billion compared to the estimate of $15.03 billion - Nvidia (NVDA) shares are up on news that Nscale has agreed to build a site for Microsoft in Texas, with a capacity of as much as 240 megawatts of power. The site will deploy around 104,000 new Nvidia chips, the GB300,...
Oct 15, 2025•4 min
On this episode of Stock Movers: - LVMH shares continue to surge after the owner of Louis Vuitton and Christian Dior unexpectedly returned to sales growth in the third quarter, suggesting a slump in luxury demand is easing. - PageGroup - the FTSE-250 listed recruitment company - posted a milder drop in gross profit in the third quarter compared to what was seen in the first half. - RENK Group slid after Citi analyst Charles Armitage cut the recommendation on the company to sell from neutral. See...
Oct 15, 2025•4 min
On this episode of Stock Movers: - LVMH shares surged after the owner of Louis Vuitton and Christian Dior unexpectedly returned to sales growth in the third quarter, suggesting a slump in luxury demand is easing. - Dutch chip equipment maker ASML has reported orders of 5.4 billion euros for the third quarter, which is half a billion more than analysts had forecast. - Stellantis plans to invest $13 billion in the US over the next four years as the maker of Jeep SUVs and Ram trucks seeks to reinvi...
Oct 15, 2025•5 min
On this episode of Stock Movers: - Wells Fargo (WF) shares soared after the firm laid out its first major update of a mid-term profitability target since regulators lifted an asset cap for the bank.The stock climbed to close 7.1% higher Tuesday, its biggest daily gain since last Nov. 6, when Donald Trump’s election win boosted financial stocks with expectations the president would ease regulation and juice the economy with his agenda. - Walmart (WMT) is teaming up with OpenAI to enable shoppers ...
Oct 14, 2025•5 min
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Matt Miller, Katie Greifeld, Isabelle Lee and Carol Massar. On this episode of Stock Movers: - Wells Fargo (WFC) closed higher, soaring in their biggest gain since Trump's election win. The bank raised a key profitability metric, aiming to achieve return on tangible common equity of 17% to 18% in the medium term. The lender reported net interest income of $1...
Oct 14, 2025•6 min
On this episode of Stock Movers: - General Motors (GM) shares are up after news that the automaker is incurring $1.6 billion in charges tied to its pullback from electric vehicles due to US policy changes. - Domino’s Pizza (DPZ) shares rise after the company posted better-than-expected quarterly results, fueled by demand for promotions and stuffed crust pizza. Domino’s stronger results reflect growing customer demand driven by its recent promotions, stuffed crust offering, and steady delivery mo...
Oct 14, 2025•5 min
On this episode of Stock Movers: - JPMorgan (JPM) is after reporting earnings. The big bank boosted its net interest income forecast for the full year and beat most estimates, but it is lower after showing slightly higher provision for credit losses than the market was expecting at $3.4 billion, compared to a consensus estimate of $3.08 billion. - Wells Fargo (WFC) shares are higher after it raised a key profitability metric, aiming to achieve return on tangible common equity of 17% to 18% in th...
Oct 14, 2025•4 min
On this episode of Stock Movers: - JPMorgan (JPM) is after reporting earnings. The big bank boosted its net interest income forecast for the full year and beat most estimates, but it is lower after showing slightly higher provision for credit losses than the market was expecting at $3.4 billion, compared to a consensus estimate of $3.08 billion. - Wells Fargo (WFC) shares are higher after it raised a key profitability metric, aiming to achieve return on tangible common equity of 17% to 18% in th...
Oct 14, 2025•4 min
On this episode of Stock Movers: - Fevertree Drinks jumps as much as 5.7% after being upgraded at Jefferies, with analysts pointing to a “more refreshing growth story” as they predict better margins and higher cash returns going forward. - Bellway shares rise as much as 6.2%, the most in four months, as the housebuilder leaves guidance broadly unchanged and unveils a £150m share buyback program. -Ericsson shares jump as much as 11%, the most since April, after the Swedish telecommunications grou...
Oct 14, 2025•4 min
