Stock Movers - podcast cover

Stock Movers

iHeartPodcastswww.iheart.com

Listen for five-minute conversations on today's biggest winners and losers in the stock market. 

Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

Last refreshed:
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Netflix Falls on Tepid Outlook; J&J Sees 2026 Growth; United Air Rises on Upbeat Outlook

On this episode of Stock Movers: - Netflix (NFLX) shares fall after the streaming giant forecast first-quarter earnings below the average analyst estimate. The company also plans to pause its share buybacks in an effort to accumulate cash to fund the pending acquisition of Warner Bros. - Johnson & Johnson’s (JNJ) fourth-quarter sales beat expectations, led by strong growth for several newer cancer treatments, while issuing higher-than-expected 2026 guidance despite a recent deal with the Whi...

Jan 21, 20264 min

Burberry Jumps, Barry Callebaut Rises, Danone Slides

On this episode of Stock Movers: - Burberry’s sales advanced over the key holiday period as shoppers snapped up the British brand’s tartan scarves and trench coats, especially in China, bolstering hopes of a luxury rebound. The company rose as much as 6.6% in early London trading on Wednesday, the most intraday since November. - Barry Callebaut appointed former Unilever boss Hein Schumacher to succeed Peter Feld as chief executive officer, as the world’s biggest bulk chocolate maker grapples wit...

Jan 21, 20265 min

Burberry Jumps, Qiagen Up, Rio Tinto Gains

On this episode of Stock Movers: - Burberry’s sales advanced over the key holiday period as shoppers snapped up the British brand’s tartan scarves and trench coats, especially in China, bolstering hopes of a luxury rebound. The company rose as much as 6.6% in early London trading on Wednesday, the most intraday since November. - Qiagen, the European molecular testing firm, is weighing strategic options including a potential sale amid fresh takeover interest, people with knowledge of the matter s...

Jan 21, 20265 min

Netflix Falls, United Airlines Rise Post-market, Boeing Recoup Losses

On this episode of Stock Movers: - Netflix (NFLX) shares fell as much as 5.1% in extended New York trading after streaming giant forecast first-quarter EPS below the average analyst estimate. The company also plans to pause its share buybacks in an effort to accumulate cash to fund the pending acquisition of Warner Bros. - United Airlines (UAL) beat Wall Street estimates for the fourth quarter and anticipates a strong 2026 driven by demand from high-spending domestic passengers and international...

Jan 20, 20265 min

Closing Bell: United Airlines and Netflix Report

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. - United Airlines (UAL) beat Wall Street estimates for the fourth quarter as it anticipates a strong 2026 driven by strong demand from high-spending domestic passengers and international travelers. The Chicago-based airline reported adjusted earnings per share fo...

Jan 20, 20267 min

Amazon Sinks, Netflix Mixed on Amended Offer, Intel Rises

On this episode of Stock Movers: - Amazon (AMZN) sinks after Amazon CEO Andy Jassy said President Donald Trump's sweeping tariffs are starting to be reflected in the price of some items, as sellers weigh how to absorb the shock of the added costs. - Netflix (NFLX) agreed to pay all cash for Warner Bros. Discovery, amending its $72 billion deal in an attempt to fight off Paramount's hostile takeover bid. Netflix originally agreed to buy the company with a mix of cash and stock. To sweeten the off...

Jan 20, 20263 min

3M Drops, Strategy Falls, ImmunityBio Drops After FDA Meeting Update

On this episode of Stock Movers: - 3M (MMM) drops after the company said its' profit outlook fell narrowly short of Wall Street’s expectations for this year. Adjusted earnings will be $8.50 to $8.70 a share in 2026, the manufacturer said Tuesday in a statement. The midpoint was slightly below the $8.64 average of analyst estimates compiled by Bloomberg. Adjusted sales will climb about 4%, the company said. - Strategy (MSTR) shares fall after the company acquired almost $2.13 billion in Bitcoin o...

Jan 20, 20264 min

Netflix Rises, Applovin Slumps, Intel Rises on Ratings Upgrade

On this episode of Stock Movers: - Netflix (NFLX) shares rise after the company reached an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business. The changes are designed to expedite a sale and address claims by Paramount that its cash tender offer is superior. - Applovin (APP) shares slump underperforming tech peers after a negative research report by CapitalWatch. The stock was also weighed down by a broader tech selloff amid rising geopolitical tension...

Jan 20, 20263 min

3M Profit Outlook Light; Netflix Amends Warner Bros. Deal; GSK to Buy Rapt Therapeutics

On this episode of Stock Movers: - 3M (MMM) shares fall after the industrial company gave an outlook for this year’s adjusted earnings per share with a midpoint below what analysts expected. JPMorgan says the company had a “mixed” end to 2025, with adjusted organic growth missing their estimate. - Netflix (NFLX) reached an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business as it battles Paramount Skydance Corp. to acquire one of Hollywood’s most iconic...

Jan 20, 20264 min

Rapt, 3M, D.R. Horton

On this episode of Stock Movers: - GSK (GSK) agreed to buy Rapt Therapeutics (RAPT), a US-based biotech developing treatments for patients with inflammatory and immunologic diseases, in a deal valued at $2.2 billion. The UK drug company will pay $58 a share, equivalent to an equity value of $2.2 billion, according to a statement Tuesday. The price represents a premium of 65% compared with Rapt Therapeutics’ closing price of $35.10 on Monday. - 3M (MMM) expects profit and sales to expand this yea...

Jan 20, 20264 min

LVMH Losses, Ferritti Plot, GSK Rapt

On this episode of Stock Movers: - French luxury group LVMH is on track for a seventh straight session of losses, the longest streak since March, after US President Donald Trump signaled he could impose a 200% tariff on French wines and champagne. - Ferretti’s second-largest investor is preparing to propose a shareholder vote to oust directors with connections to the yacht maker’s top owner, China’s Weichai Group, according to people familiar with the matter. - GSK agreed to buy Rapt Therapeutic...

Jan 20, 20265 min

LVMH Down, Wise Listing, Monte dei Paschi Up

On this episode of Stock Movers: - French luxury group LVMH is on track for a seventh straight session of losses, the longest streak since March, after US President Donald Trump signaled he could impose a 200% tariff on French wines and champagne. - Shares of Wise Plc jumped the most in more than seven months after the money-transfer firm gave an upbeat earnings guidance and said it’s on track to shift its primary listing to the US in the first half of this year. - Italy’s Finance Ministry is ba...

Jan 20, 20265 min

WHSmith and Workspace's New Bosses, BMW Plunges

On this episode of Stock Movers: - Bayer’s shares surged after the US Supreme Court said it would hear the company’s appeal in a Roundup case that could undercut thousands of lawsuits tied to the weedkiller. - Workspace, a landlord that rents space on flexible terms to mostly small- and medium-sized London businesses, is shaking up its top management after a period of turbulence saw shares drop for two consecutive years. - BMW and other european automakers plunged after US President Donald Trump...

Jan 19, 20265 min

Bayer in Court, BMW's Plunge, LVMH Breather

On this episode of Stock Movers: - Bayer’s shares surged after the US Supreme Court said it would hear the company’s appeal in a Roundup case that could undercut thousands of lawsuits tied to the weedkiller. - BMW and other european automakers plunged after US President Donald Trump threatened to hike tariffs again in the standoff over Greenland. - LVMH drops as much as 4.8%, and is among the weakest members of the Stoxx 600 consumer products and services index on Monday, as Morgan Stanley downg...

Jan 19, 20265 min

Weekly Roundup: Moderna Rises, Constellation Energy Stumbles, Carmax Surges

On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners: - Moderna (MRNA) saw it shares surge over the week. On Tuesday, it closed up 17%, marking its best day since December 2022. At the week's close, Arbutus Biopharma got one of its patent revoked by the European Patent Office, which is likely to affect its case against Moderna. Pharmaceutical companies traded higher broadly through the week. - Constellation Energy (CEG), as well as other independent...

Jan 16, 20266 min

Closing Bell: ASML Surges, ImmunityBio Rallies, Constellation Energy Falls

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. - Morgan Stanley laid out its bullish case for why investors should buy ASML Holding NV (ASML) shares, saying in the most optimistic scenario the stock has a 70% rally ahead as chipmakers ramp up spending to meet soaring demand for artificial intelligence. The Du...

Jan 16, 20266 min

Constellation Energy Plummets, GE Vernova Rises, Fannie & Freddie Fall

On this episode of Stock Movers: - Constellation Energy (CEG) shares are dropping after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. The unprecedented plan has two ambitious goals: First, it aims to accelerate the construction of new power plants — specifically those capable of providing round...

Jan 16, 20264 min

PNC Financial Rises, GE Vernova Up, HP Falls on Barclays Downgrade

On this episode of Stock Movers: - PNC Financial (PNC) shares rose to a four-year high after the regional bank reported a 9% increase in fourth-quarter revenue, beating analysts’ estimates. Non-interest income in the fourth quarter was up 14% to $2.34 billion, driven by fees from the capital-markets and advisory business, which surged 41% to $489 million. -GE Vernova (GEV) shares are up after President Donald Trump and US Northeastern state governors agreed to push for an emergency wholesale ele...

Jan 16, 20263 min

AST SpaceMobile Soars, PNC Financial Rises, Vistra Drops on Move to Have Tech Giants Pay for Power Costs

On this episode of Stock Movers: - AST SpaceMobile (ASTS) shares soar the most since December and enough to reach an intraday record, after the satellite internet company was given prime contract position for the US Missile Defense Agency’s SHIELD program, which is connected to Donald Trump’s Golden Dome effort. - PNC Financial (PNC) shares rise after the regional bank forecasted net interest income growth for 2026 of about +14%. It also reported revenue that came in above the average analysts e...

Jan 16, 20264 min

ImmunityBio Up Most Since 2024; Micron Rallies; JB Hunt Slides

On this episode of Stock Movers: - ImmunityBio (IBRX) shares are set to extend their advance for a 11th straight session — a record streak, after the firm reported preliminary earnings. - Shares of memory and storage company, Micron (MU,) are rising - set to extend strong year-to-date advances. Memory and storage components are a critical part of AI infrastructure, and the group has seen swift growth as companies spend to build out AI - JB Hunt Transport Services (JBHT) shares fall after the tru...

Jan 16, 20265 min

PNC Financial Rises; JB Hunt Slides After Revenue Miss; Novo Nordisk Extends Gains

On this episode of Stock Movers: - PNC Financial (PNC) shares are up after the regional bank forecast net interest income growth for 2026 of about +14%. It also reported revenue that came in above the average analysts estimates. - JB Hunt Transport Services (JBHT) shares fall as much as 5.4% in premarket trading on Friday after the trucking company’s fourth-quarter revenue missed estimates, extending the ongoing freight slump. Analysts are largely positive about the results, with Citi noting the...

Jan 16, 20264 min

Klöckner Jumps, Porsche Down, Gym Group Gains

On this episode of Stock Movers: - Worthington Steel, Klöckner signed business combination agreement, and Swoctem GmbH, Klöckner’s largest shareholder, committed to tender its 41.5% stake. Klöckner shares rose almost 30% at the open. - Porsche AG’s deliveries fell 10% last year, the steepest drop since 2009 when the global financial crisis roiled markets, following weak demand for electric vehicles and a slump in China. - Gym Group gets upgraded to outperform from sector perform by RBC, which se...

Jan 16, 20264 min

Klöckner Jumps, Close Brothers Up, Monte dei Paschi Down.

On this episode of Stock Movers: - Worthington Steel, Klöckner signed business combination agreement, and Swoctem GmbH, Klöckner’s largest shareholder, committed to tender its 41.5% stake. Klöckner shares rose almost 30% at the open. - RBC Capital Markets upgrades Close Brothers Group to outperform from sector perform, noting the lender has “more fat” to trim on costs. The stock rose as much as 5.5%. - Delfin Sarl, the investment firm of the billionaire Del Vecchio family, denied it’s in talks w...

Jan 16, 20265 min

US Banks Surge, Vail Slumps. JB Hunt Slides

On this episode of Stock Movers: - Morgan Stanley (MS) shares jump as much as 4.5% after the bank reported wealth management net revenue for the fourth quarter that beat the average analyst estimate, while FICC sales & trading revenue came in below estimates. The company reported record annual net income, with total investment-banking fees at $2.41 billion, up from a year ago, and net new assets in the wealth business at $122.3 billion. - Vail Resorts (MTN) shares slump 4.6% in premarket tra...

Jan 15, 20264 min

Goldman Sachs, Morgan Stanley & BlackRock All Surge on Earnings

On this episode of Stock Movers: - Goldman Sachs (GS) blew through expectations for equities-trading revenue, posting an all-time Wall Street record of $4.31 billion in the final three months of last year. That was higher than the previous record for any bank, set by Goldman in the second quarter of 2025. It also came in nearly $700 million higher than what analysts had expected for the quarter, according to the average estimate compiled by Bloomberg. Shares of the Wall Street giant traded highe...

Jan 15, 20265 min

Goldman Sachs Rises, Applied Materials Jumps, Coinbase Falls After Senate Crypto Bill Delayed

On this episode of Stock Movers: - Goldman Sachs (GS) shares rise after the firm posted an all-time Wall Street record of $4.31 billion in equities-trading revenue in the final three months of last year. The firm raised its dividend to $4.50 per share and increased targets for its asset- and wealth-management business, which posted a quarterly record for fees. - Applied Materials (APLD) shares jump after Barclays upgraded the stock to overweight from equal-weight. The chip-tool maker is also get...

Jan 15, 20263 min

TSMC Down, ASML Soars, Boston Scientific Drops on Penumbra Deal

On this episode of Stock Movers: - Taiwan Semiconductor Manufacturing Company (TSMC) ADRs are down after the company said it expects 2026 sales to grow by close to 30% in USD teams. - ASML soars after it surpassed $500 billion in market value after Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026. - Boston Scientific (BSX) shares drop after the company agreed to buy Penumbra Inc. in a deal valued at more than $14 billion to expand in the treatment of blood...

Jan 15, 20263 min

Morgan Stanley Tops Investment-Banking Forecast; Goldman Traders Smash Through Record; TSMC Jumps

On this episode of Stock Movers: - Morgan Stanley’s (MS) debt bankers increased revenue 93% in the fourth quarter, by far the biggest jump on Wall Street and capping a record year for that business. The firm’s debt-underwriting revenue came in at $785 million for the last three months of the year, according to a statement Thursday, while analysts were expecting $635 million. That brought total investment-banking fees to $2.41 billion, up 47% from a year ago. The company reported record annual ne...

Jan 15, 20264 min

Blackrock Beats Estimates; TSMC's Strong Outlook; Spotify Raises Premium Subscription Price

On this episode of Stock Movers: - BlackRock (BLK) shares are up after the asset manager reported adjusted EPS and net inflows that came in above the average analyst estimates. - Taiwan Semiconductor Manufacturing Company (TSMC) is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom.Asia’s most valuable company expects expenditures of $52 billion to $56 billion this year, up at l...

Jan 15, 20264 min

Schroders Climbs, ASML Leaps, Wizz Air Up

On this episode of Stock Movers: - Schroders shares gain as much as 7.8%, hitting their highest level since August 2023, after the asset management group said annual adjusted operating profit will come in ahead of expectations. Citi said the beat is strong and should reassure investors. - ASML shares soared to a record high, sending its market value beyond $500 billion, after Asian peer Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026. The Dutch semiconduc...

Jan 15, 20264 min
Hosted on Omny Studio
For the best experience, listen in Metacast app for iOS or Android