On this episode of Stock Movers: - Meta (META) shares rise after news it will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group NV. This comes as it spends aggressively to compete with the industry’s top frontier models. Reuters also reported on Friday that the social media giant is planning layoffs that could affect 20% or more of the company. - Nebius (NBIS) shares gain. Nebius Group NV is being started wit...
Mar 16, 2026•3 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Meta Platforms (META) will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group (NBIS) as it spends aggressively to compete with the industry’s top frontier models. - National Storage Affiliates (NSA) shares are soaring after Public Storage agreed to acquire the company for $41.68 per share. The stock last closed at $30.94...
Mar 16, 2026•4 min
On this episode of Stock Movers: - Dollar Tree (DLTR) forecast net sales for the full year; the guidance missed the average analyst estimate. - Meta Platforms (META) will pay as much as $27 billion over the next five years for access to cutting-edge artificial intelligence infrastructure from cloud provider Nebius Group NV as it spends aggressively to compete with the industry’s top frontier models. - Micron Technology (MU) announced it has completed the acquisition and assumed ownership of Powe...
Mar 16, 2026•4 min
On this episode of Stock Movers: - UniCredit made a €35 billion ($40 billion) bid for Commerzbank AG that will allow it to increase its shareholding beyond 30%, easing the path for a potential future acquisition. _ Amplifon agreed to buy the hearing-aid business of GN Store Nord in a deal valued at 17 billion Danish kroner ($2.6 billion), creating a larger player in audio medical technology. _ Kepler Cheuvreux analyst Aymeric Poulain raised the recommendation on Hensoldt to hold from reduce.The ...
Mar 16, 2026•5 min
Earnings are still in focus with FedEx, Macy's, and Lululemon all reporting in the coming days. Bloomberg's Nathan Hager previews the numbers with Denitsa Tsekova, Bloomberg Cross Asset Reporter. See omnystudio.com/listener for privacy information.
Mar 15, 2026•6 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers, we take a look at some of the biggest gainers and decliners from the past week: - CF Industries (CF) saw its shares trade higher this week, along with other stocks in the chemical and fertilizer space. Fertilizer markets are tightening as the escalating conflict in the Middle East threatens global supplies of nitrogen-based crop nutrients, boosting companies such as CF Industries Holdings Inc., the world’s l...
Mar 14, 2026•3 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Meta Platforms (META) shares fell after the New York Times reported that Meta would delay the rollout of a new A.I. model after it had performance concerns - Adobe (ADBE) stocks plunged after Chief Executive Officer Shantanu Narayen announced he will resign from his position atop the creative software giant amid deep skepticism about the company’s ability to thrive in the AI era. - Ulta Beauty (ULTA) share...
Mar 13, 2026•5 min
On this episode of Stock Movers: - Adobe (ADBE) shares fall after news that Chief Executive Officer Shantanu Narayen will resign from his position amid deep skepticism about the company’s ability to thrive in the AI era. - Peloton (PTON) shares drop after news the company is planning to make treadmills a larger priority and is considering lower-priced versions, according to people with knowledge of the matter. - Hims & Hers Health (HIMS) shares are mixed. Shares are on pace for their best we...
Mar 13, 2026•4 min
On this episode of Stock Movers: - Once Upon a Farm (OFRM) tumbles after Jennifer Garner’s snack company forecast slowing sales growth for the year in its first earnings update as a public company. While analysts are largely positive about the results, they note that investors might be underwhelmed by the firm’s gross margin. - Ulta Beauty (ULTA) shares sink after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations. Comparable sa...
Mar 13, 2026•3 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Adobe (ADBE) shares fall after the maker of software for creative professionals announced that Shantanu Narayen will step down as CEO. - Ulta Beauty (ULTA) fell in early trading after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations. - Once Upon a Farm (OFRM) shares tumble after Jennifer Garner’s snack company forecast slowing sales grow...
Mar 13, 2026•4 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Ulta Beauty (ULTA) fell in late trading after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations. The shares fell 9.6% at 4:21 p.m. in New York after the close of regular trading. The stock has risen about 3.3% so far this year, outpacing the S&P 500 Index. - Bumble (BMBL) shares surge 50%, the biggest jump since February 2021, after t...
Mar 12, 2026•4 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Palantir Technologies (PLTR) may turn to other AI models amid the spat between Anthropic PBC and the Pentagon. - Bumble (BMBL) shares surge 50%, the biggest jump since February 2021, after the online dating company forecast Ebitda for the first quarter that beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overh...
Mar 12, 2026•5 min
On this episode of Stock Movers: - Blue Owl Capital (OWL) falls after the asset manager defended its recent sale of $1.4 billion of loans from three of its funds, arguing the transaction contained no backstops or hidden incentives. Blue Owl Co-President Craig Packer said the four institutions that bought the debt did so on an arm’s length basis, conducted their own due diligence, and received no special guarantees. - Bumble (BMBL) soars after the online dating company forecast Ebitda for the fir...
Mar 12, 2026•4 min
On this episode of Stock Movers: -Mosaic (MOS) shares rise. US fertilizer, energy and chemical stocks are rising on Thursday as the war in Iran and disruptions to the Strait of Hormuz tighten supply, raising prices. Airlines and cruise stocks are down as rising crude prices lift costs. -United Airlines (UAL) shares fall. Jefferies analyst Sheila Kahyaoglu cut the target on United Airlines Holdings Inc. to $125 from $148. Maintains buy rating. Separately, airlines around the world are increasing ...
Mar 12, 2026•3 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Bumble (BMBL) unveiled a new artificial intelligence-powered assistant designed to act as a personal matchmaker, the company’s latest effort to reinvigorate itself at a time when many users have shown dating-app fatigue. - Dollar General (DG) shares fall after the retailer gave underwhelming annual and long-term forecasts after the stock’s 9.1% advance year-to-date through Wednesday’s close. - Petco (WOOF)...
Mar 12, 2026•5 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Dollar General (DG) forecast earnings per share for the full year; the guidance beat the average analyst estimate. - Fertilizer buyers in Brazil are facing higher prices, with the US-Israel conflict with Iran sparking a sharp move up in nitrogen, while China's export restrictions are lifting phosphate pricing amid tightening supply. Urea posted the largest week-over-week gain, prompting buyers to look to l...
Mar 12, 2026•4 min
On this episode of Stock Movers: - HSBC and Standard Chartered are European banks most exposed to the Middle East as the region represents 4% and 12% of the lenders’ profit before taxes respectively, JPMorgan analysts say. - On the Beach shares drop as much as 14% to the lowest level since November 2024. The online seller of package holidays suspended its full-year guidance of £39m to £43m adjusted profit before tax due to a “significant slowdown” in demand following the conflict in the Middle E...
Mar 12, 2026•4 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Campbell's (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Full-year earnings, adjusted for some items, are now seen between $2.15 to $2.25 per share, below the prior range of $2.40 to $2.55, according to a Wednesday statement. That’s set to be the lowest profit since 2009. Shares sunk in tr...
Mar 11, 2026•5 min
Today's biggest winners and losers in the stock market. 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. - Oracle (ORCL) shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Reve...
Mar 11, 2026•8 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Oracle (ORCL) shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. - Campbell’s (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Shares fell as much as 7.8% be...
Mar 11, 2026•2 min
On this episode of Stock Movers: - Oracle (ORCL) shares soar after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. - Nike (NKE) shares rise after Barclays upgraded the sportswear retailer to overweight from equal-weight, citing recent operational progress, financial inflections, and management’s disciplined actions. Analyst Adrienne Yih acknowledges ongoing risks but notes that the risk/reward profile has ...
Mar 11, 2026•4 min
On this episode of Stock Movers: - Uber (UBER) shares jump after news the company will let customers hail robotaxis from Amazon's Zoox, starting in Las Vegas this summer. Zoox vehicles will also be available on the Uber app in Los Angeles, starting next year, as part of a multiyear agreement between Uber and Zoox. - Oracle (ORCL) shares increased in early trading after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle...
Mar 11, 2026•4 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Oracle (ORCL) shares soared in early trading after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. - Campbell’s (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. - Nvidia (NVDA). will invest $2 billion i...
Mar 11, 2026•5 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Oracle (ORCL) shares rise after the software company reported third-quarter results that beat expectations and also raised its full-year revenue forecast. Analysts note strength in its Oracle Cloud Infrastructure business. - Cintas (CTAS) has agreed to buy UniFirst (UNF) in a cash-and-stock deal valuing the uniform supplier at $5.5 billion, clinching a years-long pursuit of its rival. - JPMorgan Chase (JPM...
Mar 11, 2026•4 min
On this episode of Stock Movers: - Energy stocks including Aramco are wavering due to continued uncertainty after a volatile few days for oil and gas prices. - Lufthansa is facing a two-day pilot walkout starting Thursday, threatening to ground hundreds of flights at a time when the airline is already grappling with fuel-price volatility. - Rheinmetall predicted that sales this year will reach €14 billion ($16.3 billion) to €14.5 billion, falling short of analyst expectations at a critical time ...
Mar 11, 2026•5 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Oracle (ORCL) posted quarterly cloud revenue that was better than expected and projected strong sales in the upcoming fiscal year, a sign the company is making good on its massive AI bookings. Revenue in Oracle’s closely watched infrastructure business gained 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement. That marked a faster increase than the 79% anticipated by a...
Mar 10, 2026•6 min
Today's biggest winners and losers in the stock market. 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. - Vertex (VRTX) shares rose after the biotech company said its drug to treat a kidney disorder met its goal in a late-stage trial, providing a boost to its strategy of moving beyond cystic fibrosis treatment...
Mar 10, 2026•8 min
On this episode of Stock Movers: - Amazon (AMZN) shares rise after news that the company has kicked off what is likely to be one of the biggest corporate bond offerings ever, in the latest blockbuster fundraising to pay for the artificial intelligence boom. The tech giant is targeting the equivalent of about $37 billion to $42 billion in a cross-Atlantic offering in dollars and euros, according to people with knowledge of the matter. - Crowdstrike (CRWD) shares are mixed. This comes after Morgan...
Mar 10, 2026•4 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Kohl’s (KSS) reported worse-than-expected sales for last quarter, as the retailer continues to struggle to revive years of declining results. Comparable sales fell 2.8% in the period during the Christmas shopping season, more than twice that decline of the average analyst estimate. - Lindt & Spruengli (LISP SW) fell by the most in almost 20 years after the Swiss chocolatier lowered its full-year sales ...
Mar 10, 2026•4 min
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - AT&T (T) said it will spend more than $250 billion in the next five years to build out its infrastructure in the U.S., setting up the company to more than double its annual investment in a battle for subscribers with its two largest competitors. The investments will focus on high-speed fiber connections and expanding wireless and satellite coverage, the Dallas-based telecommunications company said in a...
Mar 10, 2026•4 min
