On this episode of Stock Movers: - Oklo (OKLO) shares rise and Vistra (VST) rallies as Meta Platforms agreed to a series of electricity deals for its data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. -Shares in LoanDepot (LDI), Rocket Cos (RKT) and Opendoor Technologies (OPEN) jumped in premarket trading Friday after President Donald Trump said on his social media platform that he was directing the purchase of $200 billion in mortgage bonds. - Rio Tin...
Jan 09, 2026•4 min
On this episode of Stock Movers: - Shares in Oklo (OKLO) and Vistra (VST) rally as Meta Platforms (META) agreed to a series of electricity deals for its data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. - Revolution Medicines (RVMD) shares jump after the Financial Times reported that Merck is in talks to buy the cancer drugmaker. The report comes days after another drugmaker, AbbVie, denied it was in talks to acquire Revolution. - General Motors (GM) ...
Jan 09, 2026•4 min
On this episode of Stock Movers: - Rio Tinto is in talks to buy Glencore to create the world’s biggest mining company with a combined market value of more than $200 billion, a little over a year after earlier talks between the two collapsed. - BNP Paribas shares rose as much as 3.9% after J.P. Morgan raised the French lender’s stock to overweight from neutral, citing the prospect of improved profitability and lessening concern over its capital level. This is BNP’s second upgrade this week. - L’O...
Jan 09, 2026•5 min
On this episode of Stock Movers: - Rio Tinto is in talks to buy Glencore to create the world’s biggest mining company with a combined market value of more than $200 billion, a little over a year after earlier talks between the two collapsed. - ASML shares are rising after Taiwan Semiconductor Manufacturing Co.’s revenue topped estimates, reinforcing hopes of sustained global AI spending in 2026 despite concerns about an industry bubble. - J Sainsbury reported solid food sales over the holiday se...
Jan 09, 2026•5 min
On this episode of Stock Movers: - It's been a pretty tumultuous week for Lockheed (LMT), but its shares are up today after Trump said on Truth Social that he wants to raise the US defense budget to $1.5 trillion, which is almost one and half times this year's budget. Other defense companies are also seeing a similar trajectory -- just yesterday, their stocks tumbled when Trump said he wanted to stop their dividends and buybacks. - Constellation Brands (STZ) the company that makes your Modelo an...
Jan 08, 2026•4 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. - Shares of defense companies like Lockheed Martin (LMT), General Dynamics (GD) and Northrop (NOC) all rose in trading today on news from the White House that President Donald Trump said he wants to increase the country’s military budget by about 50% to $1.5 tril...
Jan 08, 2026•5 min
On this episode of Stock Movers: Coinbase Global Inc. shares (COIN) rise 0.5% after it was raised to buy from neutral at BofA Global Research on growth from new products and a lower valuation. Nike shares (NKE) fall 1% ahead of the bell as Needham analyst Tom Nikic downgrades the athletic footwear maker to hold from buy given his view that a turnaround is taking longer than expected. Soho House (SHCO) declines 9.7% after the members’ club operator said it faces a funding gap tied to the company’...
Jan 08, 2026•5 min
On this episode of Stock Movers: - Coinbase Global Inc. shares (COIN) rise after it was raised to buy from neutral at BofA Global Research on growth from new products and a lower valuation. - Nike shares (NKE) fall 1% as Needham analyst Tom Nikic downgrades the athletic footwear maker to hold from buy given his view that a turnaround is taking longer than expected. - Soho House (SHCO) declines after the members’ club operator said it faces a funding gap tied to the company’s pending sale. See om...
Jan 08, 2026•3 min
On this episode of Stock Movers: - Kratos (KTOS) shares rise. US defense stocks rally after President Donald Trump said he wants to increase the country’s military budget by about 50% to $1.5 trillion in 2027. - Constellation Brands (STZ) shares surge, the most intraday since November 2020, after the maker of Modelo Especial and Corona reported comparable EPS and net sales for the third quarter that beat consensus and reaffirmed its full-year forecast. - Warner Bros Discovery (WBD) shares drop. ...
Jan 08, 2026•5 min
On this episode of Stock Movers: - US defense stocks rally premarket after President Trump said he wants to increase the country’s military budget by about 50% to $1.5 trillion in 2027. The President also issued an executive order aimed at limiting executive compensation and stopping buybacks and dividends for companies unless they invest in speeding weapons development. Bernstein says questions abound regarding each of the president’s actions, but that it’s clear both military spending and scru...
Jan 08, 2026•5 min
On this episode of Stock Movers: - US defense stocks advance in premarket trading on Thursday after President Donald Trump said he wants to increase the country’s military budget by about 50% to $1.5 trillion in 2027. - China plans to approve some imports of Nvidia's (NVDA) H200 chips as soon as this quarter, according to people familiar with the situation, giving the company renewed access to a critical market. Chinese officials are preparing to allow local companies to buy the component from N...
Jan 08, 2026•5 min
On this episode of Stock Movers: - BAE Systems rises as much as 6.9%, leading a broad rally in defense shares after President Donald Trump said on Wednesday he will request an increase in the US military budget. - Adecco shares fall 7.1% after Jefferies downgrade - Associated British Foods shares drop as much as 12% to a nine-month low after the group warned its profit will be lower than expected this fiscal year due to weaker Primark sales and a mixed performance in its food business. See omnys...
Jan 08, 2026•5 min
On this episode of Stock Movers: - Jefferies Financial Group Inc. posted a drop in quarterly profit due to a $30 million pre-tax loss tied to the collapse of auto-parts supplier First Brands Group. Net earnings for the fiscal fourth quarter declined 7.2% from a year earlier to $191 million, despite a comeback in dealmaking and trading activity. - AbbVie Inc. said it’s not in talks to acquire the cancer-focused biotech company Revolution Medicines. Revolution’s shares fell 12% after markets close...
Jan 07, 2026•3 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. - Intel (INTC) shares climb as much as 11% on Wednesday, to hit its highest level since April 2024, as the chipmaker extends gains for a second quarter. The stock, which recorded its biggest intraday jump since September, is the biggest percentage gainer in the S...
Jan 07, 2026•7 min
On this episode of Stock Movers: - Shares in Michael Saylor’s Strategy Inc. climbed as much as 6.1% on Wednesday after MSCI decided for now to keep digital asset treasury companies in its stock market indexes. - Shares of Blackstone (BX) and other housing-related companies fell after President Donald Trump said he would move to ban institutional investors from buying single-family homes. Trump said he was "immediately taking steps to ban large institutional investors from buying more single-fami...
Jan 07, 2026•5 min
On this episode of Stock Movers: - Gold Miners ETF (GDX) shares drop. Gold stocks are down as as traders looked beyond heightened geopolitical tensions to US economic data releases due this week. Platinum slid amid a retreat in precious metals. - First Solar (FSLR) shares fall after Jefferies cut its recommendation to hold from buy on concerns over tariffs and its valuation. Analyst Julien Dumoulin-Smith sees a cautious 2026 outlook for First Solar due to limited booking visibility and lower tha...
Jan 07, 2026•3 min
On this episode of Stock Movers: - Valero Energy (VLO) shares rise after news that the company is expecting to increase gasoline imports to the San Francisco Bay Area, as the company moves forward with plans to close a refinery in the region but stops short of fully exiting Northern California for now. - Newmont (NEM) shares drop after the world’s top gold producer cut first-quarter output expectations because a wildfire damaged infrastructure at a key mine in Western Australia. - Mobileye (MBLY...
Jan 07, 2026•4 min
On this episode of Stock Movers: - Ventyx (VTYX) shares rose after reports that Eli Lilly is in advanced talks to acquire the biosciences company for more than $1 billion to expand its work in immunology, according to a report in the Wall Street Journal. - Mobileye Global (MBLY) is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million, as the self-driving car system company expands its robotics capabilities. - Shares in Michael Saylor’s Strategy (MSTR) climb a...
Jan 07, 2026•3 min
On this episode of Stock Movers: - Nickel touched a fresh 19-month high in choppy trading as traders weighed rising inventories against mounting production risks that have fueled a breakneck rally in prices. Copper will rally to $14,000 a ton within the coming three months amid bullish momentum, but could peak this month unless fresh catalysts emerge, according to Citigroup. Rare earth-related shares gained across the Asia-Pacific region after China imposed a ban on exports of military-use items...
Jan 07, 2026•4 min
On this episode of Stock Movers: - European oil stocks fall with crude prices after President Donald Trump said Venezuela would relinquish as much as 50 million barrels of oil to the US, worth about $2.8 billion at market prices. BP fell as much as 2.4% at the open. - Bernstein moves to outperform on Atlas Copco on expectations that earnings have bottomed and that it can upside-surprise in a recovery. Atlas Copco gains as much as 3.1%, to highest since March 2025 - Shares in InPost retreat as mu...
Jan 07, 2026•5 min
On this episode of Stock Movers: - European oil stocks fall with crude prices after President Donald Trump said Venezuela would relinquish as much as 50 million barrels of oil to the US, worth about $2.8 billion at market prices. BP fell as much as 2.4% at the open. - Morgan Stanley double-upgrades Lufthansa and names the German airline among its top five transport stocks to own for 2026, while Easyjet, Maersk and Zurich Airport are its key underweights. Today, Lufthansa rose 3.4% to 9.18 euros;...
Jan 07, 2026•4 min
On this episode of Stock Movers: - Eli Lilly (LLY) is in advanced talks to acquire Ventyx Biosciences (VTYX) for more than $1 billion to expand its work in immunology, according to a report in the Wall Street Journal.Ventyx shares rose 60% at 4:38 p.m. in US postmarket trading to $16.13. At that price, the San Diego-based biotech that specializes in drugs for inflammatory diseases like Crohn’s and rheumatoid arthritis is set to add $433.9 million to its market capitalization. - Self-driving car ...
Jan 06, 2026•4 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. - Shares of data storage companies, Sandisk (SNDK), Western Digital (WDC), Micron Technologies (MU) and Seagate (STX) soared on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang highlighted the need for memory and storage in comments at the tech con...
Jan 06, 2026•3 min
On this episode of Stock Movers: - Shares of Sandisk (SNDK) soared 24% to $339.40 on Tuesday as investors continued to pour money into the flash memory company. Sandisk began trading at $36 a share last February after spinning off from Western Digital. The stock has since joined the S&P 500 and surged more than 800% from the spinoff, with artificial intelligence boosting demand and prices for solid state drives, or SSDs. - Makers of cooling systems saw their stocks plunge on Tuesday after co...
Jan 06, 2026•3 min
On this episode of Stock Movers: - Nvidia (NVDA) shares rise ahead of the Consumer Electronics show is Las Vegas. At CES,tech companies including Nvidia Corp., Advanced Micro Devices Inc., Samsung Electronics Co. and Lenovo Group Ltd. will make the case for artificial intelligence to investors, corporate clients and ordinary shoppers. - Vistra (VST) shares gain after the company agreed to pay roughly $4 billion for 10 natural gas-fired power plants in the US Northeast and Texas. The acquisition ...
Jan 06, 2026•4 min
On this episode of Stock Movers: - Shares of Nvidia (NVDA) edged higher in premarket trading after CEO Jensen Huang said Nvidia’s much-anticipated Rubin data center processors are in production and customers will soon be able to try out the technology. - Shares of Tesla (TSLA) edged higher ahead of the market open after the EV maker's China factory shipments dropped in 2025, despite a last-minute bump in December, as the company struggles with a slowdown in global sales. The company shipped 851,...
Jan 06, 2026•5 min
On this episode of Stock Movers: - Vistra (VST) agreed to pay roughly $4 billion for 10 natural gas-fired power plants in the US Northeast and Texas to expand the electricity supplier’s generation capacity in fast-growing energy markets. - Aeva (AEVA) shares soar after the company announced that its 4D LiDAR technology has been selected for the NVIDIA DRIVE Hyperion autonomous vehicle reference platform - Microchip (MCHP) shares are up after the analog chipmaker’s net sales forecast for the thir...
Jan 06, 2026•4 min
On This episode of Stock Movers: - Next raised its profit forecast for a fifth time this financial year after sales at the British retailer soared in the key Christmas period. - Ocado shares rose as much as 8.6%, hitting the highest level since September, after the stock was placed on positive catalyst watch at JPMorgan. Sentiment was also helped by a monthly report from an industry researcher showing that Ocado was again the UK’s fastest-growing grocer in December. - Infineon and STMicro shares...
Jan 06, 2026•5 min
On This episode of Stock Movers: - InPost said it has received an indicative proposal regarding a potential acquisition of all the shares in the Polish logistics firm. - Next raised its profit forecast for a fifth time this financial year after sales at the British retailer soared in the key Christmas period. - Adidas shares fell as much as 6.5% after the firm received a double downgrade from Bank of America, which sees a return to single-digit growth for the German sportswear company and says i...
Jan 06, 2026•4 min
On this episode of Stock Movers: - Oil companies including Valero (VLO), Chevron (CVX), and Exxon Mobil (XOM) rallied after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend. Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April. The three largest oil-service companies — Halliburton Co., SLB Ltd and Baker Hugh...
Jan 05, 2026•4 min
