Stock Movers

On this episode of Stock Movers, we focus on retailers for Cyber Monday: - Ralph Lauren (RL) shares traded higher on Cyber Monday as shoppers embrace the "Ralph Lauren Christmas" viral trend on social media. Last week, the stock hit record highs on November 24th and November 25th.  - Steven Madden (SHOO) also saw its share trade higher. Its acquisition of Kurt Geiger earlier in the year has helped the brand reach new customers. - Ulta Beauty (ULTA) saw its stock rises as investors await its earnings report on Wednesday. Ulta Beauty also benefited from steady demand on Black Friday weekend.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Vaccine makers (MRNA, BNTX, PCVX) shares fall after news that the FDA will place new restrictions on which vaccines hit the market due to safety concerns, according to a memo from Vinay Prasad, a top FDA official.- Synopsys (SNPS) shares rise after Nvidia struck a deal to invest $2 billion into chip-design software maker Synopsys Inc.’s stock as part of a broader engineering and design tie-up, the latest massive investment by the chipmaker into one of its own suppliers.- Barrick Mining (ABX) shares rise after news that the company is exploring an initial public offering of its North American gold assets, including its joint-venture interests in Nevada and a large mine in the Dominican Republic.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Synopsys (SNPS) shares rise after Nvidia struck a deal to invest $2 billion into chip-design software maker Synopsys Inc.’s stock as part of a broader engineering and design tie-up, the latest massive investment by the chipmaker into one of its own suppliers.- Accenture (ACN) shares climbed in early NY trading after announcing a collaboration with OpenAI to help enterprise clients integrate agentic AI systems into their core business operations. Accenture will equip tens of thousands of its professionals with ChatGPT Enterprise, leveraging it consulting, operations and delivery work. Partnership will help OpenAI scale its capabilities to enterprises. OpenAI will be one of Accenture’s primary AI partners for AI-powered services- Coinbase shares fell. Crypto stocks were sliding following another selloff in Bitcoin, which has dropped 5% over the past 24 hours to fall back below $90,000 to around $86,500. Shares in the crypto exchange Coinbase Global dropped 3.7%, Bitcoin investor Strategy fell 4.1%, and online-trading platform Robinhood Markets was down 3.3%.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of Airbus (AIR FP) declined ahead of the US market open after the company suffered a one-two punch on its most popular product, the A320 airliner after the company Monday revealed quality issue on some fuselage panels that require inspections — just days after flagging a software glitch on about 6,000 jets that needed emergency upgrades. The European manufacturer appeared to have averted a major headache Monday morning when it said only a tiny portion of the aircraft needing the software fix still required attention. But the disclosure of quality lapses on a key section of the aircraft spooked investors again, driving the stock down the most since April.- Shares of Nvidia (NVDA) dipped in the early session after news the company has invested $2 billion into chip-design software maker Synopsys (SNPS) as part of an engineering and design partnership. Nvidia purchased the shares at $414.79 each, the companies said in a statement on Monday, compared with a closing price of $418.01 on Friday. Nvidia, the most valuable company in the world, has invested in a series of companies with the boom in artificial intelligence, including OpenAI and data center operators such as CoreWeave Inc. It even agreed to invest $5 billion in Intel Corp., a potential rival, as part of a partnership to co-develop chips for personal computers and data centers.- Shares of Strategy (MSTR) and other cryptocurrency-exposed stocks slipped in premarket trading after the crypto sector fell sharply on Monday, bringing fresh momentum to a wide-ranging selloff that appeared to have settled. Bitcoin slid as much as 6% to below $86,000 in early Asia trading, while Ether dropped more than 7% to about $2,800, according to data compiled by Bloomberg. Most tokens followed a similar pattern, with Solana falling 7.8%. Bitcoin later retraced some of its losses and was trading at around $86,788 at 10 a.m. in London.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of Strategy (MSTR) and other cryptocurrency-exposed stocks slipped in premarket trading after the crypto sector fell sharply on Monday, bringing fresh momentum to a wide-ranging selloff that appeared to have settled. Bitcoin slid as much as 6% to below $86,000 in early Asia trading, while Ether dropped more than 7% to about $2,800, according to data compiled by Bloomberg. Most tokens followed a similar pattern, with Solana falling 7.8%. Bitcoin later retraced some of its losses and was trading at around $86,788 at 10 a.m. in London.- Shares of Canadian Solar (CSIQ) soared in the early session after the solar panel manufacturer is transferring the assets of its Chinese unit to Canadian ownership, to safeguard sales into the US as Washington steps up scrutiny of imports from the Asian nation. CSI Solar Co., based in Suzhou, will sell 75.1% of three overseas factories that serve the US market to its parent company, Canadian Solar Inc., the Chinese company said in an exchange filing in Shanghai. Canadian Solar, which is listed on the Nasdaq, was the world’s seventh-biggest producer of solar panels last year, according to BloombergNEF data, and was an early entrant into the booming energy storage business.- Shares of the Walt Disney Company (DIS) edged higher ahead of the US market open after a strong weekend at the box office. Zootopia 2, an animated feature about a rabbit cop and her crime-fighting partner, brought in $156 million at the US and Canadian box office over the Thanksgiving weekend, making it the No. 1 film. The five-day haul compared with expectations of at least $125 million from industry tracker Boxoffice Pro. The film achieved the highest global opening for any animated picture in Disney’s history with a haul of $556 million worldwide. It’s the biggest animated opening of all time in China, excluding local films, the company said.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Greggs is being urged by an activist investor to cut tens of millions of pounds of annual costs over fears that the bakery chain will otherwise fall prey to a cut-price takeover bid.- Monte Paschi shares fell for a third consecutive day as investors are digesting a sweeping investigation into its takeover of rival Italian lender Mediobanca.- Airbus said the vast majority of around 6,000 A320-family aircraft impacted by a software glitch have received the necessary modification over the weekend, helping the European planemaker sidestep a wider disruption in what has become the company’s largest recall to date.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Greggs is being urged by an activist investor to cut tens of millions of pounds of annual costs over fears that the bakery chain will otherwise fall prey to a cut-price takeover bid.- Rheinmetall and other European defense stocks fell on Monday after reports of progress in Ukraine-Russia talks over the weekend. - European mining shares including Fresnillo are among the best-performing sectors in the Stoxx 600 benchmark as copper advanced to a record high on the London Metal Exchange on fears the global market is heading for a supply crunch.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Shares of CME Group (CME) dipped in the premarket session after trading of futures and options on the Chicago Mercantile Exchange was halted by a data-center fault, causing hours of disruption to markets across equities, foreign exchange, bonds and commodities. The malfunction was caused by cooling system problems at a data center in the Chicago area, according to facility operator CyrusOne. Engineering teams have restarted several chillers and deployed temporary cooling equipment, a spokesperson said, without giving a time for the resumption of normal operations. - Shares of Tilray Brands (TLRY) fell ahead of the US market open after the cannabis company announced that it will implement a one-for-ten reverse stock split of its common stock. The reverse stock split is expected to be effective after the markets close on December 1st, and shares of TLRY’s common stock will begin trading on a split-adjusted basis under the same symbol when the markets open on December 2nd, according to a press release. - Shares of Oracle (ORCL) declined in early trading after Morgan Stanley warned a gauge of risk on Oracle Corp.’s debt reached a three-year high in November, and things are only going to get worse in 2026 unless the database giant is able to assuage investor anxiety about a massive artificial intelligence spending spree. A funding gap, swelling balance sheet and obsolescence risk are just some of the hazards Oracle is facing, according to Lindsay Tyler and David Hamburger, credit analysts at the brokerage. The cost of insuring Oracle Corp.’s debt against default over the next five years rose to 1.25 percentage point a year on Tuesday, according to ICE Data Services.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of CME Group (CME) dipped in the premarket session after trading of futures and options on the Chicago Mercantile Exchange was halted by a data-center fault, causing hours of disruption to markets across equities, foreign exchange, bonds and commodities. The malfunction was caused by cooling system problems at a data center in the Chicago area, according to facility operator CyrusOne. Engineering teams have restarted several chillers and deployed temporary cooling equipment, a spokesperson said, without giving a time for the resumption of normal operations.- Shares of Oracle (ORCL) declined in early trading after Morgan Stanley warned a gauge of risk on Oracle Corp.’s debt reached a three-year high in November, and things are only going to get worse in 2026 unless the database giant is able to assuage investor anxiety about a massive artificial intelligence spending spree. A funding gap, swelling balance sheet and obsolescence risk are just some of the hazards Oracle is facing, according to Lindsay Tyler and David Hamburger, credit analysts at the brokerage. The cost of insuring Oracle Corp.’s debt against default over the next five years rose to 1.25 percentage point a year on Tuesday, according to ICE Data Services. - Shares of Sandisk (SNDK) rallied ahead of the US market open on reports Japan and the US are considering building a NAND flash memory plant in the US through a public-private partnership with Kioxia Holdings and SanDisk seen as the main investors. According to Nikkan Kogyo, challenges to plan including disagreements over capital structure and management control, as well as potential Chinese regulatory issues.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Delivery Hero is facing pressure from several large shareholders to conduct a strategic review amid increasing consolidation in the food-delivery industry, people with knowledge of the matter said.The stock rallied in early trading on Friday, rising as much as 8.2%. - Domino’s Pizza shares drop as much as 1.5% after analysts at UBS downgraded the pizza seller, citing a lack of near-term catalysts. - Mitchells & Butlers shares climb as much as 8.2% on Friday, the most since May 2024, after the pub operator reported strong full-year results and robust current trading. Tiwa AdebayoSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Delivery Hero is facing pressure from several large shareholders to conduct a strategic review amid increasing consolidation in the food-delivery industry, people with knowledge of the matter said.The stock rallied in early trading on Friday, rising as much as 8.2%. - EasyJet shares rise as much as 3.1% to a six-week high. The budget airline offers a cheap play to benefit from supply-constraint tailwinds in the industry, according to Bernstein, which upgrades the stock to outperform from market-perform.- Whitbread drops 8% after a double-downgrade at Bernstein.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Puma shares surge as much as 14%, the most in two months, as Chinese sports apparel company Anta Sports Products is among firms exploring a potential takeover, Bloomberg reported. Square Global Markets says Anta Sports is best placed among potential bidders for an offer.- Boohoo shares soar as much as 24%, the most since April, after the group’s 1H results showed momentum in its Debenhams business. It also gave full-year ebitda guidance which RBC analysts say was above what they would have expected. - Shares of Unite Group touched their lowest level in 10 years after Britain’s biggest student housing provider warned that a weak market will push its earnings down by as much as 10% next fiscal year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Puma shares surge as much as 14%, the most in two months, as Chinese sports apparel company Anta Sports Products is among firms exploring a potential takeover, Bloomberg reported. Square Global Markets says Anta Sports is best placed among potential bidders for an offer.- Remy Cointreau shares rise 3.6% in Tradegate activity after the French spirits maker reported better-than-feared sales growth in the first half. Jefferies notes that expectations of flat growth in the second half set the stage for the stock’s stabilization, after a year of losses and a guidance cut last month.- Deutsche Boerse shares rise as much as 3.5% after JPMorgan upgraded the German exchange operator to overweight from neutral, with analysts saying the current valuation of the shares fails to reflect the quality and diversification of the business.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Robinhood (HOOD) shares traded higher as much as 7.5% on Wednesday after the company announced that it is are buying a majority stake in LedgerX, a US-based derivatives exchange once owned by FTX and now run by Miami International Holdings Inc., alongside Susquehanna International Group. The deal gives the companies access to the prediction markets.- Dell (DELL) raised its annual projections for the key artificial intelligence server market, a sign of sustained demand for the type of machines needed in the current data center boom. Dell booked $12.3 billion of AI server orders in the fiscal third quarter, which ended Oct. 31, the company said Tuesday in a statement. Dell shipped $5.6 billion worth of the servers and ended the quarter with backlog of $18.4 billion. The company raised shipment projections for the year to $25 billion from $20 billion. Shares rallied in extended trading after earnings on Tuesday and continued to rally on Wednesday.- Deere (DE) weak forecast for the year ahead reinforces the difficulty in predicting a recovery in the US farm economy as uncertainty continues to swirl over the impact of tariffs and trade deals. Shares of the world’s biggest farm machinery maker fell as much as 5.7% in New York as the company’s first profit outlook for 2026 fell short of expectations. The forecast underscores how the agriculture sector remains in the dark even after a US trade agreement resumes crop shipments to China.See omnystudio.com/listener for privacy information.

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, Tim Stenovec and Carol Massar. On this episode of Stock Movers: - Dell Technologies (DELL) finished 5.8% higher on the day, after reporting earnings yesterday evening. The company raised its annual projections for the AI server market due to sustained demand for machines needed in the current data center boom. - Urban Outfitters (URBN) finished the day with a gain of 13%. Yesterday, the apparel company reported net sales for the third quarter that beat the average analyst estimate. The owner of the Anthropologie and Free People brand followed positive reports from peers Abercrombie and Gap. - Deere (DE) shares are under pressure, finishing 5.67% lower after the company put out a weak forecast, and investors are reacting negatively. The farm equipment maker is struggling because tariffs have hurt demand for crops, which means farmers have less money to spend on new machinery.  See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Deere (DE) shares are under pressure after the company put out a weak forecast, and investors are reacting negatively. The farm equipment maker is struggling because tariffs have hurt demand for crops, which means farmers have less money to spend on new machinery. - HP Inc. (HPQ) stock is down after reporting outlook below expectations yesterday. HP blamed the high cost of memory chips that go into computers. HP, which makes computers and printers, also said it will cut 4,000 to 6,000 employees over the next two years and replace them with AI tools. - Workday (WDAY) results beat estimates, but there are questions from analysts about how much of that is from an acquisition it made in October, and how much is organic growth. Bloomberg Intelligence pointed out that large companies are cutting workers, so it'll be hard for Workday to take on new clients. The stock is lower.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Nvidia (NVDA) shares and the broader market are pacing ahead, despite an earlier report that Chinese regulators blocked ByteDance from using its chips in new data centers. While the company has plenty of demand to offset lost Chinese revenue for now, it remains a lingering headwind longer-term.- Dell (DELL) shares rise after the company raised its annual projections for the AI server market due to sustained demand for machines needed in the current data center boom.- Hewlett Packard Enterprise (HPE) shares fall after announcing that the Defense Information Systems Agency, a combat support agency of the Department of War, has awarded the company with Production Other Transaction Authority.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Deere (DE) shares fall after the company released a weak forecast for the year ahead. This reinforces the difficulty in predicting a recovery in the US farm economy as uncertainty continues to swirl over the impact of tariffs and trade deals.- Petco (WOOF) shares jump after the pet health and wellness company raised its full-year forecast for adjusted Ebitda. But according to Bloomberg Intelligence: Near term, efforts to reignite sales stand to weigh on 2026 Ebitda margins, which are likely to remain around 6-7%.- Urban Outfitters (URBN) shares jump after the apparel company reported net sales for the third quarter that beat the average analyst estimate. The owner of the Anthropologie and Free People brand follows positive reports from peers Abercrombie and Gap.See omnystudio.com/listener for privacy information.

n this episode of Stock Movers:- Deere’s (DE) first outlook for the year ahead fell short of expectations as uncertainly continues to surround the timing for a recovery in the US farm economy.- Urban Outfitters (URBN) shares jump after the apparel company reported net sales for the third quarter that beat the average analyst estimate. The owner of the Anthropologie and Free People brand follows positive reports from peers Abercrombie and Gap. - Petco Health & Wellness (WOOF) climbed after raising its full-year earnings guidance, signaling progress in its turnaround.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Deere’s (DE) first outlook for the year ahead fell short of expectations as uncertainly continues to surround the timing for a recovery in the US farm economy.- Urban Outfitters (URBN) shares jump after the apparel company reported net sales for the third quarter that beat the average analyst estimate. The owner of the Anthropologie and Free People brand follows positive reports from peers Abercrombie and Gap. - Dell Technologies (DELL) shares are up, after the company raised its full-year forecast. Analysts noted growth in AI server shipments as a highlight.See omnystudio.com/listener for privacy information.