Stock Movers

A look at the biggest stories in stocks in the coming week. Big Tech earnings are still in focus with Alphabet, Amazon and AMD all reporting in the coming days. Bloomberg's Nathan Hager previews the numbers with Mandeep Singh of Bloomberg Intelligence. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:-SanDisk (SNDK) ended the week higher. The digital storage company is extending its blistering rally as the top performing stock in the S&P 500 Index. The gains come as investors shift their bets from the biggest technology companies that are pledging billions of dollars in capital expenditures to build out artificial intelligence technology to the beneficiaries of that spending. The group includes memory storage makers as well as other stocks associated with AI infrastructure. -Humana (HUM) shares dropped at the end of the week following a proposal from the Trump administration to limit federal payments to the plans, known as Medicare Advantage, next year. Some of the pullback in government support has been percolating for a long time, but there’s no sign things will turn around soon. As Trump increasingly faces criticism for Americans’ affordability challenges, he has begun targeting insurers. In December, he said insurance companies “are making so much money, and they have to make less, a lot less.”-Deckers (DECK) ended the week higher after the owner of the Ugg and Hoka footwear brands raised its annual earnings and sales forecast, beating the average analyst estimate. Analysts note strength in the retailer’s direct-to-consumer (DTC) channels in the United States. See omnystudio.com/listener for privacy information.

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.-Deckers (DECK) ended the day higher after the footwear company raised its net sales guidance and earnings per share outlook for the full fiscal year, beating the average analyst estimate. -SanDisk (SNDK) shares rose extending a massive rally in the computer hardware and storage company after second-quarter revenue beat expectations. Raymond James analyst upgraded the stock to outperform from market perform.-Unity Software (U) stocks fell  on fears of possible artificial intelligence disruption after Google began to roll out Project Genie. Shares of San Francisco-based Unity sank as much as 28% — the worst one-day drop since 2022. Video game developers Take-Two Interactive Software and CD Projekt SA also saw their stock fall 9.3% and 8.0%, respectively, while online gaming platform Roblox Corp. dropped 15%.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of stock movers: -Apple (AAPL) shares are little changed after the tech giant delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins. Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street — showing that Apple can maintain momentum after an iPhone-fueled sales surge in the December quarter.-Sandisk (SNDK) shares rally after the computer hardware and storage company’s second-quarter revenue beat expectations. The company said it sees adjusted earnings per share between $12 and $14 in the third quarter. Wall Street had expected $4.95 a share, spurring several analysts to raise their ratings and price targets for the stock, which is up roughly 160% to start the year and around $1,600% since it went public last February.-Verizon (VZ) shares rise after the wireless provider reported its biggest gain in mobile phone subscribers since 2019 and announced plans to buy back as much as $25 billion in shares, signaling turnaround efforts under new Chief Executive Officer Dan Schulman are starting to bear fruit.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: -Apple (AAPL) shares sink after the iPhone maker warned that rising component costs are threatening to squeeze margins. The company also posted its largest first-quarter sales growth in over four years, driven by strength in its closely-watched iPhone segment. -Tesla (TSLA) shares rise after news that SpaceX is considering a potential merger with the company, as well as an alternative combination with artificial intelligence firm xAI.  -American Express (AXP) shares drop after the credit card company reported earnings per share for the fourth quarter that missed 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 of Stock Movers: -Apple (AAPL) shares fall slightly after upbeat earnings. The tech giant delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins. Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street — showing that Apple can maintain momentum after an iPhone-fueled sales surge in the December quarter. -Decker (DECK) shares after the owner of the Ugg and Hoka footwear brands raised its annual earnings and sales forecast, beating the average analyst estimate. Analysts note strength in the retailer’s direct-to-consumer (DTC) channels in the United States.  -American Express (AXP) shares drop after the company’s Platinum card refresh boosted expenses more than expected and profit fell short of analysts’ estimates.Fourth-quarter expenses of $14.5 billion were 10% higher than a year earlier and missed the $14.2 billion estimate. Amex last year announced a refresh of its popular Platinum card that included a raft of new perks, including $400 a year of dining credits at Resy restaurants.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Asta Energy shares open at €43 in Frankfurt on their first day of trading after the electrical power equipment firm’s €165 million initial public offering. The shares surged 46%.- Swatch forecast strong growth for this year after the maker of Tissot and Omega watches saw a rebound in demand over the second half of 2025.The shares rose as much as 7.5% in early Swiss trading, the biggest intraday gain since October. - Experian shares rise as much as 3.9%, the most since July, after the UK credit and marketing services firm announced a $1 billion share repurchase program.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Adidas gains as much as 5.1%, the most since April, after the sportswear company reported preliminary fourth-quarter operating profit that beat consensus estimates and announced a share buyback program of as much as €1 billion. Morgan Stanley described the results as “encouraging.”- Swatch forecast strong growth for this year after the maker of Tissot and Omega watches saw a rebound in demand over the second half of 2025.The shares rose as much as 7.5% in early Swiss trading, the biggest intraday gain since October. - Signify slumps as much as 13%, the most since July, after the lighting specialist issued a profit warning for 2026, with adjusted Ebita margin now seen significantly below analyst expectations.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Apple (AAPL)'s revenue in the holiday quarter trounced Wall Street estimates, driven by strong demand for the new iPhone 17, growth in services and a rebound in China. jumped 16% to $143.8 billion in the period that ended Dec. 27, driven by strong demand for the new iPhone 17, growth in services and a rebound in China. The company's revenue from the iPhone totaled $85.3 billion during the period, with higher-end versions of the device being especially popular, and services generated $30 billion in the quarter.- Microsoft (MSFT) shares got caught up in a selloff Thursday that wiped out $357 billion in value, second-largest for a single session in stock market history. The software giant’s stock closed down 10%, its biggest plunge since March 2020, following Microsoft’s earnings after the bell Wednesday, which showed record spending on artificial intelligence as growth at its key cloud unit slowed.- Meta Platforms (META) shares climbed as much as 11% on Thursday, their biggest intraday jump since July 31, after the Facebook parent gave a revenue outlook that was much stronger than expected, which helped offset the impact of higher AI-related spending.See omnystudio.com/listener for privacy information.

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. - Meta (META) shares closed 10% higher the day after it announced results, their biggest intraday jump since July 31, after the Facebook parent gave a revenue outlook that was much stronger than expected, which helped offset the impact of higher AI-related spending. The social networking giant topped projections for holiday quarter revenue and gave a strong forecast for the current period during its earnings report Wednesday. Improvements in its online advertising business are making it possible for Meta to spend hundreds of billions of dollars over the next few years on AI infrastructure. Meta’s shares jumped more than 11% in extended trading.  - Royal Caribbean Group (RCL) soared 17%. While adjusted earnings and revenue for the fourth quarter were in line with expectations, the cruise operator's 2026 earnings guidance blew past forecasts.- Microsoft (MSFT) plunged the most in almost six years after reporting record spending and slowing cloud sales growth, fueling investor concerns that it could take longer than expected for the company’s AI investments to pay off. The shares sank by as much as 11% to $429.24, for the biggest intraday slide since March 2020.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Microsoft (MSFT) shares drop after the software giant’s report featured an underwhelming read on growth in its Azure cloud-computing business. Analysts also noted higher-than-expected expenses.- Meta Platforms (META) shares rise after the company reported a better-than-expected sales outlook that helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year. - Lockheed Martin (LMT) shares soared after the maker of missiles and F-35 fighter jets forecasted 2026 earnings above analyst expectations. The company also announced a framework agreement with the Defense Department to quadruple its output of THAAD missile interceptors.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Southwest Airlines (LUV) shares rise after the airline reported adjusted earnings per share of 58 cents for the fourth quarter, compared with the 57 cents analysts expected on average. The company is working to add premium options and has launched assigned seats as part of its strategy to boost profit.- Las Vegas Sands (LVS) shares fall after after the casino operator reported fourth-quarter results. The print showed that adjusted property Ebitda at a number of the company’s Macao properties — including The Venetian and Londoner — fell short of Wall Street’s expectations. - Microsoft (MSFT) shares drop after the software giant’s report featured an underwhelming read on growth in its Azure cloud-computing business. Analysts also noted higher-than-expected expenses.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) shares rise after the Facebook parent gave a revenue outlook that was much stronger than expected, which helped offset the impact of higher AI-related spending.-Microsoft (MSFT) shares fall after the software giant’s report featured an underwhelming read on growth in its Azure cloud-computing business. Analysts also noted higher-than-expected expenses.- Tesla (TSLA) will spend over $20 billion on a dramatic reshuffling of factory lines reflecting Elon Musk’s repositioning of the carmaker coming off a multiyear sales slump. The capital expenditures planned for 2026 — more than double last year’s outlay and almost twice as much as Wall Street was expecting — will go to ramping up production of cars, batteries and robots across half a dozen plants. To make room for new Optimus humanoids, Tesla will discontinue its two oldest vehicles, the Model S sedan and Model X SUV.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- SAP shares drop as much as 11%, the biggest intraday decline in more than five years, after the software firm reported 25% growth in current cloud backlog on constant-currency basis.- European mining shares are the best-performers on the Stoxx 600 benchmark on Thursday after copper posted its biggest one-day gain in years to hit a record above $14,000 a ton. Rio Tinto +2.5%, is the biggest contributor to the gains by index points.- Ocado shares drop as much as 8.9% to the lowest in over a month, after the online grocer’s Canadian partner decided to close its automated warehouse in Calgary due to slower-than-expected growth in the Alberta area.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- SAP shares drop as much as 11%, the biggest intraday decline in more than five years, after the software firm reported 25% growth in current cloud backlog on constant-currency basis.- STMicroelectronics NV, a chip supplier for Tesla Inc. and Apple Inc., forecast first-quarter revenue that beat analysts’ estimates after demand from consumer electronics customers showed signs of recovery at the end of last year. STMicro shares rose 3.4% to €25.81 in Paris trading at 9:12 a.m - Deutsche Bank announced a €1 billion buyback along with €1.9 billion in dividends and flagged more payouts in the second half. The stock fell as much as 3% in early Frankfurt trading.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers, we focus on earnings from three major tech companies:- Tesla (TSLA) plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. The automaker entered into an agreement this month to acquire preferred shares as part of xAI’s latest funding round, Tesla said Wednesday in a statement with fourth-quarter results. The companies also entered into a “framework agreement” to strengthen their relationship and “enhance Tesla’s ability to develop and deploy AI products and services into the physical world.” The shares rose in extended trading in New York. The stock rose 11% in 2025, underperforming the S&P 500 Index.- Meta (META) topped projections for quarterly revenue and gave a strong forecast for the current period, boosted by a robust online advertising business that is making it possible for the company to invest in artificial intelligence at record levels this year. The social-media company’s shares jumped more than 11% in extended trading. Meta on Wednesday said first-quarter sales will be $53.5 billion to $56.5 billion, beating the $51.3 billion average analyst estimate. Meta shares gained as much as 11% in after-market trading after closing at $668.73.- Microsoft (MSFT)’s spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Capital expenditures for the fiscal second quarter hit $37.5 billion, up 66% from a year earlier and exceeding analyst estimates for $36.2 billion. The Azure cloud-computing unit posted a 38% revenue gain during the quarter when adjusting for currency fluctuations, just meeting analysts’ projections. Microsoft shares fell about 5% in extended trading after closing at $481.63 in New York.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.- Microsoft (MSFT)’s spending surged to a record high in the last three months of 2025, sending the shares down amid investor concerns that it will take longer than expected for the company’s AI investments to pay off. Capital expenditures for the period hit $37.5 billion, exceeding analyst estimates for $36.2 billion.Microsoft shares fell about 4% in extended trading after closing at $481.63 in New York.- Tesla (TSLA) reported fourth-quarter profit that surpassed expectations, showing the automaker is making progress toward overcoming rising costs and an end to US incentives for electric vehicles. Adjusted earnings per share were 50 cents in the period, the company said Wednesday in a statement, higher than the average of analyst estimates. The results snap a string of quarters in which profit was weaker than expected. Share initially rose afterhours.- Meta (META) said it will spend far more than analysts expected on data centers and more for artificial intelligence, increasing pressure on the business to show a return on that investment. Shares whipsawed in the aftermarket, initially falling as much as 4.7%. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Starbucks (SBUX) shares rise after Chief Executive Officer Brian Niccol delivered the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year. - AT&T (T) shares gain after the company reported fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by customers who subscribed to more than one connectivity service.- Textron (TXT) shares fall after the manufacturer of Cessna aircraft and Bell helicopters provided a 2026 profit forecast that disappointed, as the company expects a 70% increase in capital expenditures.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- ASML (ASML NA) shares soar after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency. - Texas Instruments (TXN) shares jump after giving a surprisingly robust forecast for the first quarter, indicating that demand for industrial equipment and vehicles is recovering from a rough patch. - AT&T (T) shares rise after reporting fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by what it described as the best broadband subscriber growth in a decade.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- ASML Holding (ASML NV) shares soared to the highest ever after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency. - Seagate Technology (STX) shares rise after the computer hardware and storage company’s second-quarter results beat expectations and it gave a positive outlook. Analysts note that results were boosted by strong gross and operating margins. - Starbucks (SBUX) Chief Executive Officer Brian Niccol delivered the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year.Global sales at established locations rose 4% in the most recent quarter, the company said in a statement. That topped even the most optimistic analyst expectations and built on positive results from the previous period after a lengthy slump.See omnystudio.com/listener for privacy information.