Stock Movers

On this episode of Stock Movers: - Nike (NKE) shares edged lower after Piper Sandler downgraded the company to neutral from overweight on concerns that athleisure is becoming too saturated across the industry. Analyst Anna Andreeva says the sportswear giant is also a quarter away from lapping big gains in its Running business and worry that athleisure might be at “peakish levels.” - Coreweave (CRWV) shares rise after news Anthropic agreed to rent data center capacity to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, with capacity including a variety of Nvidia Corp. chip architectures at data centers in the US. - Shake Shack (SHAK) shares rise. Mizuho Securities raised the recommendation on Shake Shack Inc. Class A to outperform from neutral, saying its valuation looks attractive with catalysts ahead.  “Our checks point to Q1 SSS growth upside, with drivers in place for comp momentum and restaurant-level margins ahead of current expectations as 2026 progresses,” analyst Nick Setyan wrote in a note.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: -Organon (OGN) share surge after the Economic Times reported that Sun Pharmaceutical is set to make a $12 billion offer for Sun Pharma. Sun Pharma has completed detailed due diligence that lasted over three months and is now finalizing a financing package before submission of a firm offer in the coming weeks: ET. -Coreweave (CRWV) shares rise after news Anthropic agreed to rent data center capacity to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, with capacity including a variety of Nvidia Corp. chip architectures at data centers in the US. -Kyivstar (KYIV) shares rise after Ukraine’s top negotiator with Russia said he sees progress toward a possible peace deal between the two countries. Kyivstar is expected to benefit from an end to the war, with Oppenheimer saying in September that reconstruction efforts will boost Ukraine’s GDP and offer meaningful upside for the shares.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Nvidia-backed Lumentum Holdings (LITE) is leading gains among optical-components makers as the firm said demand from the biggest US tech companies is accelerating.  - Sun Pharmaceutical (SUNP) shares fall after the Economic Times reported the company is set to make a $12 billion offer for debt-ridden US company Organon & Co. - Porsche's (P911 GY) first-quarter sales fell after a steep drop in China, where luxury spending remains subdued, compounding pressure from model transitions and slowing demand for electrified cars in the US.Global deliveries slumped 15% in the period, dragged down by a 21% decline in China, Porsche said Friday. European luxury brands are grappling with fierce local competition and an erosion in pricing power in the worlds’ biggest car market.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Nvidia-backed Lumentum Holdings (LITE) is leading gains among optical-components makers as the firm said demand from the biggest US tech companies is accelerating. - Taiwan Semiconductor Manufacturing (TSM) reported a 35% increase in quarterly revenue, suggesting global AI chip demand remained intact during the first weeks of war in the Middle East.The main chipmaker for Nvidia Corp. and Apple Inc. reported revenue for the first quarter of $35.6 billion, beating projections, after sales in March alone rose 45%.- Shares of software companies fell on Thursday, in the latest example of the group slumping amid concerns about disruption from artificial intelligence services.The iShares Expanded Tech-Software Sector ETF, ticker IGV, fell 3.9%, closing at its lowest level since November 2023. It has dropped more than 27% this year. An index of software-as-a-service stocks shed 4.8%, bringing its week-to-date decline to 9% and its 2026 drop to almost 40%.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Brunello Cucinelli gains as much as 6.6% after the Italian luxury clothing company reported solid first-quarter earnings thanks to strong retail sales, which according to analysts, confirms the company’s stand-out position in the sector._ Sodexo cut its full-year guidance as the caterer said under-investment, execution challenges and an uncertain external environment is hurting performance, sending shares as much as 20% lower. - Reply shares rose as much as 8.4% in Milan trading, the most in a year, after the Italian digital services firm announced that it would buy back ordinary shares worth as much as €550m.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:_ Brunello Cucinelli gains as much as 6.6% after the Italian luxury clothing company reported solid first-quarter earnings thanks to strong retail sales, which according to analysts, confirms the company’s stand-out position in the sector.- Sodexo shares plunge as much as 20%, to the lowest level since 2011, after the French food services company issued weaker-than-expected guidance for organic revenue growth and underlying operating margin. - Oil majors including BP are experiencing some weakness this morning after a turbulent week for the sector which saw oil prices whipsawing.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:-Brown-Forman (BF/B) shares climb as much as 16% to their highest intraday level since mid-December on reports that Sazerac approached the maker of Jack Daniel’s about a potential deal. Sazerac’s interest comes after Bloomberg reported Brown-Forman was in talks with Pernod Ricard.- Texas Pacific Land (TPL) shares fell as much as 16% Thursday after the chief executive officer of the firm’s largest shareholder died. Murray Stahl, CEO of Horizon Kinetics Holding Corp. and a board member of Texas Pacific, passed away, the company announced on Thursday-STAAR Surgical (STAA) shares gain 23% premarket after the health care supplies firm said it expects net sales for 1Q 2026 to exceed $90 million, compared to net sales of $42.6 million for the first quarter of 2025. The estimate surpassed Wall Street’s expectations.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.- CoreWeave (CRWV) stock swung between gains and losses Thursday after the cloud infrastructure provider unveiled an expanded deal with Meta Platforms worth roughly $21 billion. CoreWeave will provide Meta with artificial-intelligence cloud capacity through Dec. 20, 2032, as part of the deal. Meta also will exercise a previous option for additional capacity, which was included in the pair's cloud agreement last year. CoreWeave stock was up 4.5% to $92.73 in afternoon trading after rising sharply in the premarket session and then falling by more than 4% after the opening bell.-Intel (INTC) trying to promote the use of its technology in data centers, said Alphabet Inc.’s Google has committed to using future generations of its Xeon processors and other chips. As part of the multiyear agreement, announced Thursday, the search engine giant will customize Intel’s IPUs, or infrastructure processing units. Intel’s stock rose as much as 3.6% in New York trading, adding to a rally of about 20% this week.-Home Depot (HD) shares declined as much as 2.3% while the home improvement retailer gave a presentation during a JPMorgan retail forum. During the event, CFO Richard McPhail said economic uncertainty is weighing on consumers’ willingness to take on bigger projects.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:-CoreWeave Inc. (CRWV) has struck another, much larger $21 billion deal to supply computing power to Meta Platforms Inc. through 2032, deepening its business with the social media giant that’s trying to catch up in the race to build more powerful artificial intelligence models.-Carvana (CVNA) shares slump 6.3% on Thursday as JPMorgan analyst Rajat Gupta cut his price target on the digital used-car retailer to $455 from $490.-Chevron Corp. (CVX) said its production fell as much as 6% in the first quarter due in part to the Iran war, echoing a similar disclosure from Exxon Mobil Corp. earlier this week.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Coreweave (CRWV) shares gain after news that it struck a $21 billion deal to supply computing power to Meta Platforms Inc. through 2032. CoreWeave will provide AI cloud capacity to Meta from multiple data centers powered in part by the Rubin systems of chips company Nvidia Corp., through December 2032. - Sandisk (SNDK) shares surge after news that its' price target is being raised to a Street-high view of $1,250 from $1,000 at Bernstein, which cites ongoing strength in prices for memory chips.  - Constellation Brands (STZ) shares fall after the maker of Corona and Modelo Especial gave an outlook for full-year comparable earnings-per-share that missed the average analyst estimate. The company also said it’s withdrawing its previously issued fiscal 2028 forecast.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: Intel (INTC) shares rise after the company said Alphabet Inc.'s Google has committed to using future generations of its Xeon processors and other chips. As part of the agreement, Google will customize Intel's IPUs, which handle functions such as networking, security and storage. Meta (META) shares gain after news CoreWeave struck a $21 billion deal to supply computing power to Meta Platforms Inc. through 2032. CoreWeave will provide AI cloud capacity to Meta from multiple data centers powered in part by the Rubin systems of chips company Nvidia Corp., through December 2032. Staar Surgical (STAA) shares jump after the health care supplies firm said it expects net sales for 1Q 2026 to exceed $90 million, compared to net sales of $42.6 million for the first quarter of 2025. The estimate surpassed Wall Street’s expectations.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - CoreWeave (CRWV) has struck another, much larger $21 billion deal to supply computing power to Meta Platforms Inc. through 2032, deepening its business with the social media giant that’s trying to catch up in the race to build more powerful artificial intelligence models.  - Amazon.com (AMZN) Chief Executive Officer Andy Jassy said firm is willing to make large capex investments and endure short-term FCF headwinds for the substantial medium to long-term FCF surplus. - Constellation Brands (STZ) rose 5.3%. The company reported EPS and sales above estimates. Trading volume was five times the average for this time of day. The stock reversed the previous session's loss.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Applied Digital (APLD) shares are down after the data center operator reported third-quarter results. Gross margins missed the average analyst estimate, while Vital Knowledge also noted elevated capital expenditures.- Constellation Brands (STZ) shares drop after the maker of Corona and Modelo Especial gave an outlook for full-year comparable earnings-per-share that missed the average analyst estimate. The company also said it’s withdrawing its previously issued fiscal 2028 forecast.- Amazon.com (AMZN) Chief Executive Officer Andy Jassy said firm is willing to make large capex investments and endure short-term FCF headwinds for the substantial medium to long-term FCF surplus.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- BP rebounded this morning on higher oil prices as optimism over the US-Iran ceasefire wanes.- Austria-based Raiffeisen Bank offered to buy Addiko Bank in a deal that values the consumer-lending Balkans specialist at €450 million.- Abivax shares rise as much as 3.8% after Oddo BHF lifted its price target on the French biotech company, saying Crohn’s disease could represent a bigger commercial opportunity than ulcerative colitis.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- BP shares are up this morning on higher oil prices as optimism over the US-Iran ceasefire faded._ easyJet dropped at the open, paring yesterday's gains amid ongoing concerns over jet fuel shortages.- LVMH fell ahead of reporting Q1 earnings next week, following its worst start to the year on record.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:-Crocs (CROX) is up 6.6% after Williams Trading analyst Sam Poser upgraded his rating on the plastic footwear maker to buy from hold, citing better-than-expected trends.-Levi Strauss (LEVI) gains 13% after the apparel company boosted its adjusted earnings-per-share and revenue forecasts for the full year. The denim company also reported first-quarter earnings and sales that topped estimates.-Vital Farms (VITL) falls 6.3% after TD Cowen cut the recommendation on the food producer to hold from buy, and slashed the price target to a Street low.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. - Meta Platforms (META) shares closed 6.5% higher on Wednesday after the company introduced Muse Spark, a new multimodal reasoning model and the first in its Muse family, as the company steps up efforts to build what it calls "personal superintelligence." - Levi Strauss (LEVI) shares closed 10.65% higher, and soared as much as 16% in the intraday, after the apparel company boosted its adjusted earnings-per-share and revenue forecasts for the full year. The denim company also reported first-quarter earnings and sales that topped estimates. - Exxon Mobil (XOM) shares dropped. Exxon Mobil said it lost 6% of its global production in the first quarter due to the Iran war. The company said two LNG production lines at a facility in Qatar were damaged by Iranian missile strikes and the damage will take a prolonged period to repair.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Meta Platforms (META) shares were up more than 7% on Wednesday after the company introduced Muse Spark, a new multimodal reasoning model and the first in its Muse family, as the company steps up efforts to build what it calls "personal superintelligence."- Levi Strauss shares soar as much as 16%, the most intraday since April 9 of last year, after the apparel company boosted its adjusted earnings-per-share and revenue forecasts for the full year. The denim company also reported first-quarter earnings and sales that topped estimates.- Galloway Capital Partners sent a letter to Chegg’s (CHGG) board, arguing that its share price is undervalued while calling on management to take steps to improve capital markets communication and investor awareness. Chegg shares jumped 16%.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Carnival (CCL) shares surge after oil prices dropped. This comes after the US and Iran agreed to a two-week ceasefire and Tehran pledged to reopen the Strait of Hormuz, with President Donald Trump vowing to pursue talks rather than escalate the war. - Delta Airlines (DAL) shares are up on positive earnings. Delta Air Lines Inc. said it expects to incur more than $2 billion in higher fuel costs through June because of the Iran war. Delta Chief Executive Officer Ed Bastian said the company is "looking to do more" fare increases and will make "some meaningful capacity reductions" of about 3.5%. - Exxon (XOM) shares drop. Exxon Mobil said it lost 6% of its global production in the first quarter due to the Iran war. The company said two LNG production lines at a facility in Qatar were damaged by Iranian missile strikes and the damage will take a prolonged period to repair.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Levi Strauss (LEVI) shares jump after the company raised its projections for the year after reporting better-than-expected quarterly results, citing strong demand in all regions. The company's revenue and earnings per share exceeded expectations, with revenue of $1.7 billion in the fiscal quarter ended March 1. - Delta Airlines (DAL) shares are up on positive earnings. Delta Air Lines Inc. said it expects to incur more than $2 billion in higher fuel costs through June because of the Iran war. Delta Chief Executive Officer Ed Bastian said the company is "looking to do more" fare increases and will make "some meaningful capacity reductions" of about 3.5%. - Venture Global (VG) shares drop. Energy stocks are falling and airline stocks are rising after US and Iran agreed to a two-week ceasefire in exchange for Tehran reopening the Strait of Hormuz.See omnystudio.com/listener for privacy information.