Explore every episode of the podcast Stock Movers

On this episode of Stock Movers:

- Share of AppLovin (APP) gains as Much as 7.2%. Wells Fargo analyst Alec Brondolo raised the firm's price target on AppLovin (APP) to $560 from $543 and keeps an Overweight rating on the shares. The firm says checks are improving and buy-side sentiment is negative. Wells sees positive setup into Q1 EPS.

- Tesla (TSLA) falls to its lowest since September. Shares fell as much as 3.9% In the wake of a delivery-forecast miss from Tesla, JPMorgan's Ryan Brinkman highlighted that the company was also up against a much lower bar than had been expected years ago.

- Bank of New York Mellon (BNY) shares rose as much as 1.7% and Robinhood Markets (HOOD) shares gained as much as 2.3% after the firms were tapped by the US Treasury to support the implementation of the new Trump Accounts program.

See omnystudio.com/listener for privacy information.

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, Isabelle Lee, Carol Massar and Tim Stenovec.

- Seagate (STX) shares are up after Morgan Stanley raised its price target on the computer hardware and storage company to $582 from $468. The firm also named Seagate its Top Pick, seeing long-term tailwinds related to AI.

- Tesla (TSLA) stocks are down after JPMorgan analyst Ryan Brinkman said "Tesla investors should proceed with caution because the electric-vehicle maker is in danger of weaker performance." He cut his earnings estimates for the company after first-quarter delivery numbers disappointed last week.

- Invesco (IVZ) shares fell after BlackRock Inc. announced it was setting its sights on a corner of the $13.7 trillion US exchange-traded fund industry long controlled by Invesco: tracking the Nasdaq 100 Index.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Micron (MU) shares rise after a KeyBanc analyst John Vinh repeated an Overweight rating. This comes as Micron Technology Inc. is facing challenges in the stock market, with its shares down nearly 20% since hitting a high three weeks ago due to concerns about the memory sector and uncertainty in the broader market.

- Dow (DOW US) shares drop. US chemical stocks are lower on Monday as oil prices pull back and BofA downgrades the stocks as it sees the market tailwinds from the Iran war as unsustainable.

- Carvana (CVNA) shares fall. BofA Global Research downgraded the online used-car retailer to neutral from buy citing recent macro and industry developments. 

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Carvana shares (CVNA) falls. BofA Global Research downgrades the online used-car retailer to neutral from buy citing recent macro and industry developments. Analyst Michael McGovern says with “the recent oil shock potentially pressuring an already stretched lower & middle income consumer, and 2-year rates moving the opposite direction, we think the risk/reward profile is more balanced now.”

- Netflix shares (NFLX) are up after Goldman Sachs upgraded the streaming-video company to buy from neutral. “We expect NFLX’s upcoming earnings report to reflect a strong start to 2026 as management continues to execute well against its core areas of strategic focus,” writes analyst Eric Sheridan.

- Tyson Foods shares (TSN) rise as Piper Sandler upgrades to overweight from neutral citing potential near-term catalysts in beef and chicken. Analyst Michael Lavery says Tyson “has strong top-line momentum with its portfolio benefitting from consumer shifts to more protein.”

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Gulf Funds Agree to Back Paramount's $81 Billion Takeover of Warner

- Netflix (NFLX) shares are up after Goldman Sachs upgraded the streaming-video company to buy from neutral.

- Neurocrine Biosciences agreed to buy Soleno Therapeutics for $2.9 billion to expand in rare genetic disorders. The biotechnology company will pay $53 per share for Soleno, a 34% premium to its closing share price Thursday, using cash on hand and some pre-payable debt. Both company boards have approved the transaction, which is expected to close within 90 days.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Soleno Therapeutics (SLNO) shares gain as much as 32% in premarket trading on Monday after the Financial Times reports that Neurocrine is in advanced talks to buy the company in a deal that could value it in the low-to-mid $50s per share, or in the excess of $2.5 billion.

- Tyson Foods (TSN) shares rise 1.8% premarket as Piper Sandler upgrades to overweight from neutral citing potential near-term catalysts in beef and chicken.

- Applied Optoelectronics (AAOI) received a new $71 million order for 800G single-mode data center transceivers from a hyperscale customer.

See omnystudio.com/listener for privacy information.

Earnings are still in focus with Constellation Brands, Levi Strauss, and Delta Airlines all reporting in the coming days.
Bloomberg's Nathan Hager previews the numbers with Tatiana Darie, Bloomberg Strategist for Markets Live.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Nike (NKE) shares slid as much as 14%, to the lowest level since Feb. 2015, after the sportswear company forecast a revenue drop of as much as 4% for the fourth quarter, and warned sales declines could persist for the rest of this calendar year.

- Echostar (SATS) shares rose as much as 7.7% as SpaceX is said to target $2 trillion IPO valuation. 

- Lumentum Holdings (LITE) jumps 8.8%. Lumentum, fresh off a blockbuster first quarter during which the stock rose 84% and the company claimed a spot in the S&P 500, was up more than 11.7% at its intraday high. Lumentum has benefitted from an acceleration of hyperscaler capital spending

See omnystudio.com/listener for privacy information.

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 Scarlet Fu, Katie Greifeld, Carol Massar and Tim Stenovec.

- SBA Communications (SBAC) shares jump as much as 18%, most intraday since 2008, after Bloomberg reports the tower operator is exploring options, including a potential sale, after receiving preliminary takeover interest.

- Shares of Blue Owl Capital (OWL) are moving lower after Blue Owl Credit Income Corp. disclosed a letter sent to its shareholders announcing redemptions in two of its private credit funds will be limited. Blue Owl said it will cap redemptions in its private-credit and technology-focused funds at 5% after receiving withdrawal requests totaling 21.9% in the former and 40.7% in the latter fund. Shares of Blue Owl Capital are down 7%, or 59c, to $8.13 in morning trading

- Tesla (TSLA) shares fell as much as 4.6% after the markets opened in New York, the biggest intraday drop in almost two months. The stock declined 15% this year through Wednesday’s close and has fallen 22% from a record high in December after the company posted one of its worst sales quarters in years, missing Wall Street’s expectations, as the carmaker struggles to turn around its core business and navigate an increasingly challenged electric-vehicle market

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Shares of Blue Owl Capital (OWL) are moving lower after Blue Owl Credit Income Corp. disclosed a letter sent to its shareholders announcing redemptions in two of its private credit funds will be limited. Blue Owl said it will cap redemptions in its private-credit and technology-focused funds at 5% after receiving withdrawal requests totaling 21.9% in the former and 40.7% in the latter fund. Shares of Blue Owl Capital are down 7%, or 59c, to $8.13 in morning trading.

- Globalstar (GSAT) shares rose in pre-market trading after a Financial Times report that Amazon.com Inc. is in talks to acquire the satellite provider. The deal would bolster Amazon’s effort to build its own satellite operation, the newspaper reported, citing unidentified people with knowledge of the discussions. The two sides remain in negotiations over some of the transaction’s complexity, the newspaper said.

- Tesla (TSLA) shares fell as much as 4.6% after the markets opened in New York, the biggest intraday drop in almost two months. The stock declined 15% this year through Wednesday’s close and has fallen 22% from a record high in December after the company posted one of its worst sales quarters in years, missing Wall Street’s expectations, as the carmaker struggles to turn around its core business and navigate an increasingly challenged electric-vehicle market.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Penguin Solutions (PENG) shares rise. The company revised FY 2026 EPS and FY 2026 sales higher. Trading in the company's put options was triple the average. Trading volume was 14 times the average for this time of day.

- United Airlines (UAL) shares fall. TD Cowen analyst Thomas Fitzgerald cut the target on United Airlines Holdings Inc. to $120 from $140. Maintains buy rating. Airline stocks were falling amid renewed worries about rising fuel costs, and how that could eventually hurt travel demand.

- Blue Owl (OWL) shares slump. Blue Owl Capital said it will limit redemptions from two of its private credit funds after facing a surge in withdrawal requests.
The company’s peers Blackstone Inc., Apollo Global Management Inc., KKR & Co Inc., Ares Management Corp. all fell by around 3%. 

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Blue Owl (OWL) shares slump. Blue Owl Capital said it will limit redemptions from two of its private credit funds after facing a surge in withdrawal requests.
The company’s peers Blackstone Inc., Apollo Global Management Inc., KKR & Co Inc., Ares Management Corp. all fell by around 3%. 

- Tesla (TSLA) shares fall. Tesla Inc. posted one of its worst sales quarters in years, missing Wall Street’s expectations, as the carmaker struggles to turn around its core business and navigate an increasingly challenged electric-vehicle market.

- Chevron (CVX) shares are up. Shares in energy companies are rebounding after US President Donald Trump dashed the hopes that the war in Iran is nearing a swift resolution. Meanwhile, travel, mining, semiconductor and crypto stocks are falling as the conflict and higher energy prices weigh on investor sentiment.  

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- General Motors’ (GM) first-quarter sales fell by 9.7%, with its Cadillac Escalade and Chevrolet Suburban large SUVs tumbling by double digits. Sales in March were down 17%, the company said. 

- Globalstar (GSAT) shares rose in pre-market trading after a Financial Times report that Amazon.com Inc. is in talks to acquire the satellite provider. 

- Shares in airlines and cruise operators are slipping as the prospects of higher fuel prices weigh on sentiment

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Microsoft (MSFT) is in exclusive talks with Chevron (CVX) and investment fund Engine No. 1 over a long-term deal that would underpin a giant power plant in West Texas, providing electricity to a large data center campus. The proposed natural-gas fired power plant is projected to cost about $7 billion and initially generate 2,500 megawatts of electricity, making it one of the largest of its kind in the US, according to people familiar with the matter, who asked not to be identified because the talks are ongoing.
- TD Cowen analyst Thomas Fitzgerald cut the target on United Airlines Holdings (UAL) to $120 from $140. Maintains buy rating.
- Magnificent Seven stocks are falling, weighing on US stock futures, as President Donald Trump dashed hopes that war in the Middle East is nearing a swift resolution.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Stocks and bonds fell as oil surged anew after President Donald Trump pledged more aggressive action against Iran.
- Morgan Stanley cuts price targets for a number of airlines and downgrades Lufthansa to equal-weight on risk that fuel costs could prove materially higher-for-longer due to the conflict in the Middle East.
- Travel, mining and semiconductor stocks are falling as the conflict and higher energy prices weigh on investor sentiment. Fresnillo shares drop as much as 6.4%

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Stocks and bonds fell as oil surged anew after President Donald Trump pledged more aggressive action against Iran.
- Morgan Stanley cuts price targets for a number of airlines and downgrades Lufthansa to equal-weight on risk that fuel costs could prove materially higher-for-longer due to the conflict in the Middle East.
- One of Europe’s biggest airline groups kicked off the race for TAP SA, with Air France-KLM submitting the first known bid for a stake in the Portuguese flag carrier.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Nike (NKE) shares slide as much as 14%, to the lowest level since Feb. 2015, after the sportswear company forecast a revenue drop of as much as 4% for the fourth quarter, and warned sales declines could persist for the rest of this calendar year.
- Intel (INTC) shares are up 9.8% on Wednesday, after the chipmaker agreed to pay $14.2 billion to buy back half of a plant in Ireland. D.A. Davidson wrote that the move bodes well for the company’s turnaround story.

- Shares of Eli Lilly (LLY) jump as much as 4.5% after the FDA approved the drugmaker’s obesity pill, Foundayo, under the agency’s National Priority Voucher pilot program. US-traded shares of rival Novo Nordisk fell as much as 2.6% after the approval

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Intel (INTC) shares are up 9.8% on Wednesday, after the chipmaker agreed to pay $14.2 billion to buy back half of a plant in Ireland. D.A. Davidson wrote that the move bodes well for the company’s turnaround story.
- Target Hospitality (TH) shares rise as much as 43%, the most intraday since April 2021, after the provider of workforce lodging and hospitality services secured a multi-year contract worth over $550 million to construct and provide comprehensive facility and hospitality services for a top-five hyperscaler’s data center development in North Texas.

- Nike (NKE) shares slide as much as 14%, to the lowest level since Feb. 2015, after the sportswear company forecast a revenue drop of as much as 4% for the fourth quarter, and warned sales declines could persist for the rest of this calendar year

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Nike (NKE) shares slide as much as 14%, to the lowest level since Feb. 2015, after the sportswear company forecast a revenue drop of as much as 4% for the fourth quarter, and warned sales declines could persist for the rest of this calendar year.

- Intel (INTC) shares are up 9.8% on Wednesday, after the chipmaker agreed to pay $14.2 billion to buy back half of a plant in Ireland. D.A. Davidson wrote that the move bodes well for the company’s turnaround story.

- Tesla (TSLA) likely delivered about 372,160 vehicles during the last three months, up about 11% from a year ago, but still among the lowest recent quarterly totals for the company. Slower sales are likely the new normal for Tesla as it pivots its focus to AI, autonomy and robotics amid weakening global EV demand and a US market that now lacks a federal tax incentive for plug-in cars. Shares rose as a result.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Intel (INTC) shares jump. Intel Corp. agreed to pay $14.2 billion to buy back half of a plant in Ireland that it had previously sold to Apollo Global Management. The transaction will be financed with cash on hand and the issuance of about $6.5 billion in new debt, according to Intel.

- Boeing (BA) The Pentagon announced a partnership with Boeing and Lockheed Martin to triple the production capacity of seekers for the Patriot Advanced Capability-3 Missile Segment Enhancement, according to a statement.

- Nike (NKE) shares drop after the company announced a disappointing forecast, causing the company's shares to fall, and Chief Executive Officer Elliott Hill expressed frustration to staff.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- RH shares plunge after the home furnishing company forecast revenue for the first quarter that missed the average analyst estimate. 

- Beyond Meat (BYND) forecast net revenue for the first quarter; the guidance missed the average analyst estimate.

- Tilray Brands (TLRY) reaffirmed its adjusted Ebitda guidance for the full year; the guidance beat the average analyst estimate.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Nike (NKE) shares tumbled after the retailer gave a surprisingly gloomy outlook for the year ahead, complicating Chief Executive Officer Elliott Hill’s efforts to turn around the business. Revenue is expected to decline 2% to 4% in the current quarter and will be down in the low single-digits for the rest of the calendar year, management told investors on an earnings call Tuesday evening. Analysts surveyed by Bloomberg had been looking for 2% sales growth this quarter and bigger gains as the year progressed.
- RH shares plunge after the upscale furnishing company forecast revenue for the first quarter that missed the average analyst estimate. Analysts say the forecast is pressured by execution and supply chain disruptions.
- Walt Disney (DIS) shares rises as Raymond James upgrades to outperform from market perform, citing an attractive entry point for the stock.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Rolls-Royce shares jump as much as 10%, the biggest gain in eight months.
-  Lufthansa is readying plans to ground planes in case demand drops because of the war in the Middle East. Europe’s biggest aviation group has assigned teams to develop crisis responses that differ in severity, Chief Executive Officer Carsten Spohr told employees Tuesday, according to a spokesman for Lufthansa.
- Berkeley shares plunged the most in almost 10 years after the UK housebuilder signaled smaller-than-anticipated earnings in the medium term, citing reduced potential for interest rate cuts on account of the Iran War.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shell shares dip as much 2.4% amidst uncertainty in energy markets tied to the Middle East conflict.
-  Lufthansa is readying plans to ground planes in case demand drops because of the war in the Middle East. Europe’s biggest aviation group has assigned teams to develop crisis responses that differ in severity, Chief Executive Officer Carsten Spohr told employees Tuesday, according to a spokesman for Lufthansa.
- Berkeley shares plunged the most in almost 10 years after the UK housebuilder signaled smaller-than-anticipated earnings in the medium term, citing reduced potential for interest rate cuts on account of the Iran War.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Nike (NKE) shares slipped despite reporting better-than-expected sales on concerns that the war in Iran could exacerbate weakness in the region that includes Europe and the Middle East and disrupt the sportswear company’s turnaround. Sales were $11.3 billion in the company’s fiscal third quarter, surpassing the average of estimates compiled by Bloomberg but flat from a year earlier. While performance in China improved, the Converse brand remained a problem area and the EMEA region, which also includes Africa, missed estimates.

- Airlines climb as much as: United +8.6%, Delta +6.7%, American +6.1%. The S&P Supercomposite Airlines Industry Index jumps as much as 6.6%, the most since Feb. 6. Jet fuel prices have soared during the war, prompting warnings from across Wall Street about the financial impact on carriers and pushing the airlines index into a bear market

- Biogen has agreed to acquire Apellis Pharmaceuticals Inc. for $5.6 billion, expanding its treatments in immunology and rare diseases in one of the company’s largest-ever acquisitions.The Cambridge, Massachusetts-based biotech company will pay $41 a share for Apellis, more than double its closing price on Monday, Biogen said in a statement, confirming a Bloomberg News report. Apellis’ (APLS) stock had declined 32% so far this year through Monday’s close. Apellis shares soared 135% to $40.23 on Tuesday in New York, their largest jump ever. Biogen shares closed down 2.3%.

See omnystudio.com/listener for privacy information.

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.

- Marvell Technology (MRVL) shares soared in trading on Tuesday on news that Nvidia will take a $2 billion stake in it. Nvidia, which has made several billion-dollar investments in firms across the artificial intelligence supply chain in recent years, and Marvell also agreed to collaborate on the development of silicon photonics, which use light instead of traditional copper wiring to move data faster and more efficiently. And the companies will work together on ways to better leverage telecommunications networks for AI computing, according to a statement issued Tuesday.

- Delta Airlines (DAL) will use Amazon.com Inc.’s satellites to deliver in-flight Wi-Fi service, a big win for the e-commerce giant’s space business as it vies with Elon Musk’s Starlink for aviation customers. Delta agreed to install the Amazon Leo internet service on 500 aircraft starting in 2028, enabling faster and more reliable internet to support streaming video and messaging, according to a Tuesday announcement from the airline. Shares of Delta rallied.

- McCormick (MKC) shares slipped in trading on Tuesday as the spice company agreed to combine with Unilever’s Foods business in a deal valuing Unilever Foods at about $44.8 billion and at enterprise value for McCormick of about $21.0 billion.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- Constellation Energy (CEG) shares fell as much as 9.3% after it gave an full-year earnings per share guidance that missed the average analyst estimate at the midpoint, and failed to advance details on data-center deals.

- Marvell Technology (MRVL) shares jumped as much as 11% in trading on Tuesday on news that Nvidia (NVDA) is taking a $2 billion stake in it. Nvidia, which has made several billion-dollar investments in firms across the artificial intelligence supply chain in recent years, and Marvell also agreed to collaborate on the development of silicon photonics, which use light instead of traditional copper wiring to move data faster and more efficiently. And the companies will work together on ways to better leverage telecommunications networks for AI computing, according to a statement issued Tuesday.

- Unilever (ULVR) shares fall as much as 7.3% in London to the lowest level since April 2024 after the Anglo-Dutch company confirmed a $44.8 billion deal to combine its food business with spice maker McCormick. Analysts at RBC Capital Markets said they are unimpressed by the deal. McCormick shares fell as much as 10% to the lowest since November 2017.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Constellation Energy (CEG) shares fall after it gave an full-year earnings per share guidance that missed the average analyst estimate at the midpoint.

- McCormick (MKC) shares decline. Unilever Plc agreed to combine its food business with McCormick & Co. in a $44.8 billion deal that will create a global seasonings, sauces and condiments company. Under the agreement, McCormick will pay Unilever $15.7 billion and the equivalent of $29.1 billion McCormick shares for most of Unilever’s food business, leaving Unilever and its shareholders with 65% of the combined entity.

- Apellis Pharmaceuticals (APLS) shares gain after Biogen agreed to acquire Apellis for $5.6 billion, expanding its treatments in immunology and rare diseases. The acquisition will give Biogen two approved drugs, Syfovre and Empaveli, which treat immune disorders and rare diseases, including a leading cause of blindness and rare kidney diseases.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Eli Lilly (LLY) shares gained. The company agreed to buy sleep drug maker Centessa Pharmaceuticals Plc in a deal worth up to $7.8 billion, a sign the weight-loss medication giant is looking to bulk up its treatment pipeline for other conditions.

- McCormick (MKC) shares rise. Unilever Plc agreed to combine its food business with spice maker McCormick & Co. in a $44.8 billion deal that will create a global seasonings, sauces and condiments company. Under the agreement, McCormick will pay the Anglo-Dutch company $15.7 billion and the equivalent of $29.1 billion McCormick shares for most of Unilever’s food business.

- Allbirds (BIRD) shares soar. American Exchange Group has agreed to buy all of the assets and intellectual property of once-buzzy footwear brand Allbirds Inc. for $39 million. The shoemaker said the deal, which is expected to close in the second quarter, still needs shareholder approval. A distribution of net proceeds to stockholders is expected in the third quarter.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Biogen (BIIB) has agreed to acquire Apellis Pharmaceuticals Inc. for $5.6 billion, expanding its treatments in immunology and rare diseases in one of the company’s largest-ever acquisitions. The Cambridge, Massachusetts-based biotech company will pay $41 a share for Apellis, or more than double the company’s closing price on Monday. Apellis’ stock has declined 32% so far this year.

- Eli Lilly (LLY) agreed to buy sleep drug maker Centessa Pharmaceuticals Plc in a deal worth up to $7.8 billion, a sign the weight-loss medication giant is looking to bulk up its treatment pipeline for other conditions.
Lilly will pay $38 a share for Centessa plus a further $9 a share if three milestone targets are met, according to a statement Tuesday. The total represents a 70% premium to Monday’s close. The upfront payment represents an equity value of about $6.3 billion, with potential additional payments of about $1.5 billion.

- Nvidia (NVDA) said it has invested $2 billion in Marvell Technology (MRVL) as part of an agreement to collaborate on silicon photonics technology, an effort to make AI services more affordable amid historic investments in the new technology.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Lilly (LLY) to buy Centessa Pharmaceuticals for $38/share in cash plus one non-transferrable contingent value right that entitles the holder to get up to an aggregate of $9 subject to the achievement of three milestones.
- Biogen (BIIB) has agreed to acquire Apellis Pharmaceuticals Inc. for $5.6 billion, expanding its treatments in immunology and rare diseases in one of the company’s largest-ever acquisitions.The Cambridge, Massachusetts-based biotech company will pay $41 a share for Apellis, or more than double the company’s closing price on Monday. Apellis’ stock has declined 32% so far this year.
- Unilever (ULVR) said talks to sell most of its food business to McCormick (MKC) are advanced and a final deal could be announced later on Tuesday in a historic move that will transform both companies.The Anglo-Dutch maker of Hellmann’s mayonnaise will offload most of its food unit, excluding some parts like its operations in India, for $15.7 billion cash upfront and the rest in McCormick equity, according to a statement Tuesday.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- LVMH, SAP, and Novo Nordisk have slumped by about 30% so far this year, making up about 53% of the total market capitalization shed by constituents of the Stoxx Europe 600 index.
- Future slumps as much as 30%, to the lowest since October 2017, after what JPMorgan describes as a weak first-half trading update, showing impact from pressure on high-margin programmatic advertising and e-commerce revenue, and pay-per-click cost inflation.
- Dermapharm shares fall 4.8% after the company announced full year results. Dermapharm forecast adjusted Ebitda for 2026 of EU331 million to EU341 million.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- LVMH, SAP, and Novo Nordisk have slumped by about 30% so far this year, making up about 53% of the total market capitalization shed by constituents of the Stoxx Europe 600 index.
- Future slumps as much as 30%, to the lowest since October 2017, after what JPMorgan describes as a weak first-half trading update, showing impact from pressure on high-margin programmatic advertising and e-commerce revenue, and pay-per-click cost inflation.
- Mundys is close to unveiling a plan to increase its stake in Channel Tunnel operator Getlink SE, people with knowledge of the matter said, in a move aimed at deepening the Italian infrastructure group’s investments in France. Shares in Getlink have risen 12.5% over the last 12 months, giving the company a market value of about €9.9 billion ($11.3 billion).

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Shares of security software companies are rising on Monday, with the group rebounding in the wake of recent weakness, which had been spurred by concerns over AI-related disruption. The Global X Cybersecurity ETF rose 2.4%. Palo Alto Networks shares were leading the S&P 500 higher on Monday, while shares of fellow cybersecurity companies were seeing strong rallies as well. A few factors may help explain the big moves.

- Sysco (SYY) shares sink as much as 14%, the most intraday since April 2020, after the food and related products distributor agreed to acquire Jetro Restaurant Depot for $21.6 billion in cash and 91.5 million Sysco shares.

- Shares of Fannie Mae (FNMA) and Freddie Mac (FMCC) surged by more than 30% each on Monday after Bill Ackman called both stocks “stupidly cheap,” the billionaire’s latest bullish bet on the U.S.-controlled mortgage giants he’s lobbied to have relisted on the public markets, as the Trump administration considers plans.

See omnystudio.com/listener for privacy information.

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 Bailey Lipshultz, Katie Greifeld, Carol Massar and Tim Stenovec.

- Boston Scientific (BSX) shares tumble as much as 11%, the most intraday since February 4, after results from the medical device maker’s trial of the Watchman heart implant fell short of investor expectations. Leerink Partners says the data is “not the home-run scenario” that bulls wanted.

- Alcoa (AA), Century Aluminum (CENX), and other mining stocks were jumping on Monday, after Iran targeted two major Middle Eastern aluminum producers over the weekend.Alcoa was up 10% to $64.31 in midday trading. Century Aluminum, jumped 7.7%, while Kaiser Aluminum was up 1.5%.

- Shares of Fannie Mae (FNMA) and Freddie Mac (FMCC) surged by more than 30% each on Monday after Bill Ackman called both stocks “stupidly cheap,” the billionaire’s latest bullish bet on the U.S.-controlled mortgage giants he’s lobbied to have relisted on the public markets, as the Trump administration considers plans.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Boston Scientific (BSX) shares tumble as much as 11%, the most intraday since February 4, after results from the medical device maker’s trial of the Watchman heart implant fell short of investor expectations. Leerink Partners says the data is “not the home-run scenario” that bulls wanted.

- Sysco (SYY) shares sink as much as 14%, the most intraday since April 2020, after the food and related products distributor agreed to acquire Jetro Restaurant Depot for $21.6 billion in cash and 91.5 million Sysco shares.

- Shares of Fannie Mae (FNMA) and Freddie Mac (FMCC) surged by more than 30% each on Monday after Bill Ackman called both stocks “stupidly cheap,” the billionaire’s latest bullish bet on the U.S.-controlled mortgage giants he’s lobbied to have relisted on the public markets, as the Trump administration considers plans.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Expedia (EXPE) gains and Instacart rises. Jefferies upgraded both to buy, saying a pullback in internet stocks on concerns about artificial intelligence disruptions has created buying opportunities.

- Sysco (SYY) falls after the US food distributor agreed to buy privately held Jetro Restaurant Depot LLC for $29.1 billion including debt.

- Viridian Therapeutics (VRDN) tumbles 40% after announcing topline results from a clinical trial in active thyroid eye disease.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- US-listed aluminum stocks gain in premarket trading after a rally in the metal price following Iran’s attacks on Middle Eastern aluminum facilities.
 
- US food distributor Sysco plans to raise about $21 billion of debt to help fund its acquisition of closely held Jetro Restaurant Depot, according to a statement on Monday.

- BFF Bank SpA’s stock plummeted as much as 61%, the most on record, after the Italian lender disclosed that a regulatory review raised fresh questions about how it labels loans as performing.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Sysco (SYY), a large US food distributor, agreed to buy privately held Jetro Restaurant Depot LLC for $29.1 billion including debt. Under the terms of the acquisition, Jetro Restaurant Depot shareholders will receive $21.6 billion in cash and 91.5 million Sysco shares, the two companies said on Monday. The deal represents a multiple of more than 14 times Jetro Restaurant Depot’s operating income.
- US-listed aluminum stocks gain in premarket trading after a rally in the metal price following Iran’s attacks on Middle Eastern aluminum facilities.
- The magnificent seven cohort of US tech stocks rebound in Monday’s premarket trading, after the group suffered its worst one-week selloff in almost a year.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- European mining shares are the best-performers on the Stoxx 600 benchmark after weekend strikes by Iran on aluminum plants in the UAE and Bahrain threaten to send a fragile market into crisis, raising the prospect of record prices for the metal.
- Sodexo rises as much as 4.4% following an upgrade to buy at Jefferies, which says the contract caterer’s upcoming results and CMD provide an opportunity to reset investor expectations, before building momentum.
- BFF Bank’s stock slumped as much as 61%, the most on record, after it disclosed that a review identified more issues in how it classifies loans as performing.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- European mining shares are the best-performers on the Stoxx 600 benchmark after weekend strikes by Iran on aluminum plants in the UAE and Bahrain threaten to send a fragile market into crisis, raising the prospect of record prices for the metal.
- Sodexo rises as much as 4.4% following an upgrade to buy at Jefferies, which says the contract caterer’s upcoming results and CMD provide an opportunity to reset investor expectations, before building momentum.
- Boohoo Group shares gain as much as 6.7% after the online fashion retailer said it comfortably beat its earnings guidance in FY26 and said it aims to grow them by a double-digit percentage in FY27.

See omnystudio.com/listener for privacy information.

Earnings are still in focus with Nike, Beyond Meat, and RH all reporting in the coming days.
Bloomberg's Nathan Hager previews the numbers with Alexandra Semenova, Bloomberg Equities Reporter.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Shares of Jack Daniel’s whiskey maker Brown-Forman (BF/B) soared as much as 21% on Thursday, a record intraday climb, following a Bloomberg report that French beverages company Pernod Ricard is seeking to buy the company. Wall Street notes that the Brown family has the majority of voting control and has rebuffed previous attempts to sell, but persistent industry weakness could make a deal more likely.

- Entergy (ETR) was the best performing stock in the S&P 500 Friday, jumping 8%. The gains came after Meta struck a deal with Entergy Louisiana, through which it will pay for new energy infrastructure to support a forthcoming data center in the region. The $27 billion facility, currently under construction, is set to be Meta's largest data center ever.

- Estee Lauder (EL) shares drop on news that the company is in talks to buy Puig Brands SA, which would create a cosmetics giant with about $20 billion in annual sales.

See omnystudio.com/listener for privacy information.

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 David Gura, Katie Greifeld, Isabelle Lee and Tim Stenovec.

- Entergy (ETR) was the best performing stock in the S&P 500 Friday, jumping 8%. The gains came after Meta struck a deal with Entergy Louisiana, through which it will pay for new energy infrastructure to support a forthcoming data center in the region. The $27 billion facility, currently under construction, is set to be Meta's largest data center ever.

- Shares of Jack Daniel’s whiskey maker Brown-Forman (BF/B) soared as much as 21% on Thursday, a record intraday climb, following a Bloomberg report that French beverages company Pernod Ricard is seeking to buy the company. Wall Street notes that the Brown family has the majority of voting control and has rebuffed previous attempts to sell, but persistent industry weakness could make a deal more likely.

- Coinbase Global (COIN) shares fell over 3% in Friday’s premarket session, following a 4.26% decline during Thursday’s trading. The total crypto market cap dropped 3.2% to $2.3 trillion on Friday, with Bitcoin trading down 2.27% over the last 24 hours to $68,231.67.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Shares of Jack Daniel’s whiskey maker Brown-Forman (BF/B) soared as much as 21% on Thursday, a record intraday climb, following a Bloomberg report that French beverages company Pernod Ricard is seeking to buy the company. Wall Street notes that the Brown family has the majority of voting control and has rebuffed previous attempts to sell, but persistent industry weakness could make a deal more likely.

- Cybersecurity stocks tumbled Friday morning on the news of a new Anthropic model, with shares of CrowdStrike (CRWD), Palo Alto Networks (PANW) and other cybersecurity stocks among the worst performers in the S&P 500 index.

- Carnival shares fall as much as 4.7% after the cruise operator reduced its adjusted earnings per share, Ebitda and net income forecasts for the full year, with each metric missing consensus estimates. Peers Norwegian Cruise (-4.3%), Royal Caribbean (-3.0%) and Viking (-2.1%) also decline.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- CrowdStrike (CRWD) shares fall. Cybersecurity stocks slump in premarket trading on Friday after a Fortune report said Anthropic is testing a new AI model that “poses significant cybersecurity risks.” Security stocks — along with software names more broadly — have been pressured by concerns that tools from AI companies like Anthropic or OpenAI could reduce demand for products from legacy providers, weighing on their growth, margins, and pricing power.

- Carnival (CCL) shares fall. Carnival cut its full-year profit outlook as surging crude prices are driving up fuel costs. Oil prices have climbed to their highest levels since 2022, with both West Texas Intermediate and Brent crude up more than 60% this year as the war in the Middle East has led to strikes on energy assets and a near halt of shipments through the Strait of Hormuz.

- Entergy (ETR) shares rise. Meta Platforms said it reached a new agreement with Entergy to build and pay for enough gas plants to provide a total of 5.2 gigawatts of electricity to a data center it’s developing in rural Louisiana, the utility’s local subsidiary.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

-  Haliburton (HAL) shares rise. JPMorgan raises its price target on the oilfield services company as it expects limited first-quarter earnings impact from the war compared to peers. Analyst Arun Jayaram notes that while Halliburton peer SLB cut its 1Q EPS guidance due to Middle East disruptions, Halliburton’s Saudi Arabia and North America guidance is maintained

- Meta Platforms (META) shares fall on concerns about AI spending and concerns about a jury verdict that found Meta and Alphabet's Google liable for harming a young user with products designed to be addictive, which may lead to increased government regulations.

-Carnival (CCL) shares are down. Carnival forecasted adjusted earnings per share for the full year of about $2.21. The company also approved a $2.5 billion share buyback.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Unity Software (U) gains after the company reported preliminary first-quarter earnings. The results showed significant strength in Vector, the company’s AI-driven advertising unit, according to analysts.

- Pernod Ricard shares gain as the market reacted to a potential acquisition of Jack Daniel’s whiskey owner Brown-Forman. A combination could make strategic sense for both businesses, generating synergies and creating the second-biggest player in the US market, analysts say. They also flag the French spirits maker’s stretched balance sheet and the potential hurdles involved in merging two family-run companies.

- Blue Owl Capital (OWL) is boosting its team dedicated to bringing the ultra-wealthy into private markets, betting investors will look past recent jitters to expand in an area where they’ve traditionally had limited exposure. 

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Enagas shares rise as much as 15%, the most in six years, after Spanish regulator CNMC unveiled a draft proposal for gas companies that JPMorgan says is surprisingly positive.
- AstraZeneca shares rise as much as 3.8%, the most in more than six weeks, after the British drugmaker said its experimental drug for chronic obstructive pulmonary disease — a deadly lung condition also known as COPD — helped reduce the worsening of symptoms in two late-stage trials.
- Pernod Ricard shares gain as much as 4.2%, rebounding from Thursday’s losses as the market reacted to a potential acquisition of Jack Daniel’s whiskey owner Brown-Forman

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Meta Platforms (META) and Google Parent Alphabet (GOOG) shares were down today as investors see a long-term overhang related to verdicts in a social media addiction trial. Yesterday, a jury found Meta and Google liable for a 20-year-old woman's mental health struggles, which she said were caused by her addiction to social media, and ordered them to pay damages.

- Shares of haircare brand Olaplex Holdings (OLPX) surged after German consumer brand Henkel announced that it has agreed to buy the company.

- As travelers across the US endure hours-long security lines at airports due to the partial government shutdown, investors are piling into car-rental companies on bets the disruption will push more people onto the road. Hertz Global Holdings Inc. (HTZ) shares rose about 9.2% on Thursday, while Avis Budget Group Inc. (CAR) surged 13% for its biggest one-day gain since June, as chaos at US airports drove optimism that more travelers would rent cars instead. Traffic to Hertz’s website jumped about 15% this week as customers looked for ways around air-travel disruptions. The company has been promoting discounts on last-minute reservations and one-way rentals.

See omnystudio.com/listener for privacy information.