Stock Movers

On this episode of Stock Movers: - Meta (META) closed 1.1% higher on a deal to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with the matter. It marks a rare US acquisition of an Asian tech company. - Ultragenyx (RARE) shares soared 15% today. Jefferies analysts said the stock could rebound in 2026, after the shares hit a record low Monday. - OceanFirst Financial Corp (OCFC) finished 6.6% lower, as the bank agreed to buy Flushing Financial in an all-stock deal that includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company’s board.See omnystudio.com/listener for privacy information.

Warner Bros. Discovery (WBD) plans to reject a takeover bid from Paramount Skydance Corp. after the company amended the terms of its offer. The Warner Bros. board is concerned that Paramount has yet to increase its offer, which was earlier rejected as inferior to one from Netflix Inc. Molina Healthcare (MOH) rises after money manager Michael Burry highlighted the health insurer’s record of strong expense ratios and underwriting results, while praising its acquisition strategy on Substack. Ultragenyx (RARE) climb the most intraday since August 2024, rebounding after the shares hit a record low Monday on study failure. Jefferies analysts say the stock could rebound in 2026 ahead of a late-stage data update.  See omnystudio.com/listener for privacy information.

On this episode of stock movers: Molina Healthcare (MOH) rises after money manager Michael Burry highlighted the health insurer’s record of strong expense ratios and underwriting results, while praising its acquisition strategy on Substack. Ultragenyx (RARE) climb the most intraday since August 2024, rebounding after the shares hit a record low Monday on study failure. Jefferies analysts say the stock could rebound in 2026 ahead of a late-stage data update.  OceanFirst (OCFC) down as the bank agreed to buy Flushing Financial in an all-stock deal that includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company’s board. See omnystudio.com/listener for privacy information.

On this episode of stock movers: FTAI (FTAI) Aviation shares jumped on Tuesday after the company started a program to convert CFM56 engines to power new turbines built to provide energy for data centers. Production is expected to begin in 2026. Energy stocks including Devon Energy (DVN) rise as oil rises ON24 (ONTF) shares rise after the software company agreed to be bought by Cvent for a total consideration of about $400 million in cash. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: OceanFirst (OCFC) falls on pact to buy Flushing in All-Stock deal. The deal includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company’s board. Molina Healthcare (MOH) rises after Michael Burry praises the health insurer and could be a target for acquisition. Under Armour (UAA) jumps after an amended 13G filing from Fairfax Financial Holdings shows the firm holds a 16.1% Class A equity stake, or approximately 30.45 million Class A shares. See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Newmont (NEM)rose 0.8%. The world's largest gold miner was gaining in connection with a rise in prices for the precious metal, following a selloff the previous day. That wasn't helping fellow miner Freeport-McMoRan, which was down 0.7%.- Molina Healthcare Inc. (MOH) shares rise 2.7% in premarket trading on Tuesday after money manager Michael Burry highlighted the health insurer’s record of strong expense ratios and underwriting results, while praising its acquisition strategy.- Shake Shack (SHAK) shares were removed from Raymond James’ Analyst Current Favorites list due to “softer industry trends through 4Q.” The stock is down 43% from July highs.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Shares of Meta (META) fluctuated in early trading after the company agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with the matter. It marks a rare US acquisition of an Asian tech company and the latest multibillion-dollar AI bet from Meta Chief Executive Officer Mark Zuckerberg. Meta intends to continue operating and selling the Manus service while also integrating it into its products, it said in a statement. Backed by some of China’s biggest names like Tencent Holdings Ltd., ZhenFund and HSG, Manus shot to prominence early this year not long after DeepSeek’s debut. - Shares of Tesla (TSLA) rebounded in the premarket session after the company published a compilation of analyst estimates for vehicle deliveries to its website, with averages for the current quarter more pessimistic than those gathered by Bloomberg. By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop. -One-month at-the-money implied volatility in EQT Corp. rose to 33.1% from 31.8%.Three-month implied volatility is in the 23rd percentile for the last 12 months. The shares were up 1.3%, within 1 standard deviation of the 20-day moving average. Combination of a large increase in implied volatility and a relatively small move in the underlying stock took place 18 times since Dec. 28, 2022. Stock rose 0.1% on average in the next trading session. The put-call volume ratio in the company's options is 5.65, compared with the average over the past year of 0.88. The three-month 90-110 skew is 1.94 (a high skew value indicates more demand for downside protection versus demand for upside participation).See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of Meta (META) fluctuated in early trading after the company agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with the matter. It marks a rare US acquisition of an Asian tech company and the latest multibillion-dollar AI bet from Meta Chief Executive Officer Mark Zuckerberg. Meta intends to continue operating and selling the Manus service while also integrating it into its products, it said in a statement. Backed by some of China’s biggest names like Tencent Holdings Ltd., ZhenFund and HSG, Manus shot to prominence early this year not long after DeepSeek’s debut.- Shares of Tesla (TSLA) rebounded in the premarket session after the company published a compilation of analyst estimates for vehicle deliveries to its website, with averages for the current quarter more pessimistic than those gathered by Bloomberg. By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.- The artificial intelligence trade is moving, and investors seeking cutting-edge ways to play it are snapping up technology “pick-and-shovel” stocks as massive cloud service providers pour billions into new data centers. Data storage companies dominated the S&P 500 Index in 2025, with Sandisk Corp. shares soaring almost 580% to make them the benchmark’s best performer, with Western Digital Corp. in second and Seagate Technology Holdings Plc in fourth. Meanwhile, AI-linked power providers and cable and fiber producers such as Amphenol Corp., Corning Inc., NRG Energy Inc. and GE Vernova Inc. were among the Top 25.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:   - Shares of Tesla (TSLA) rebounded in premarket trading after the company published a compilation of analyst estimates for vehicle deliveries to its website, with averages for the current quarter more pessimistic than those gathered by Bloomberg. By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.   - Silver and gold mining stocks are higher ahead of the US market open as the precious metals rebound, with gainers including Hecla (HL), Coeur (CDE), and Barrick (B). Silver recovered some losses after its biggest one-day drop in more than five years, with a lingering supply shortage keeping the metal on track for a monthly gain of about a third, while gold edged up after its steepest drop in two months. Tighter margin requirements and technical indicators signaling an overstretched rally both contributed to the selloff, with thin market liquidity exacerbating recent price swings.   - Shares of Meta (META) fluctuated in the early session after the company agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with the matter. It marks a rare US acquisition of an Asian tech company and the latest multibillion-dollar AI bet from Meta Chief Executive Officer Mark Zuckerberg. Meta intends to continue operating and selling the Manus service while also integrating it into its products, it said in a statement. Backed by some of China’s biggest names like Tencent Holdings Ltd., ZhenFund and HSG, Manus shot to prominence early this year not long after DeepSeek’s debut.See omnystudio.com/listener for privacy information.

On This episode of Stock Movers:- Glencore gains as copper heads for the longest winning run since 2017 in a December rally powered by the prospect of more stress in the supply chain.- Vistry Group falls as Lloyds Bank data showed house prices in the South East of England and London fell behind regions in the north. Low affordability, increases in stamp duty and Brexit are among factors that have been blamed for a lackluster housing market over the last few years.- Arms maker Rheinmetall AG is the best performer on the Dax index this year, with a rally of 151% after Germany’s pledge to spend hundreds of billions on defense and infrastructure.See omnystudio.com/listener for privacy information.

- SoftBank Group Corp. agreed to acquire DigitalBridge Group Inc. (DBRG) in a deal valuing the data center investor at $4 billion including debt. That caused shares of DigitalBridge to soar. The Japanese conglomerate will pay $16 per share in cash for New York-listed DigitalBridge as part of its push to invest in digital infrastructure. The transaction is expected to close in the second half of 2026, pending regulatory approvals, and will bring to SoftBank relationships with more investors keen to deploy money in the data center industry.-Nvidia (NVDA) shares were down 1.6% at $187.45 in early trading due to broader jitters about the technology sector and its agreement to license technology from Groq. The deal valued Groq at around $20 billion and will involve Nvidia hiring many of Groq's key employees, according to reports. Tesla (TSLA) also drops. - Lululemon (LULU) founder and major shareholder Chip Wilson has nominated three new board directors to oversee the appointment of a new chief executive at the struggling activewear maker, which has also been targeted by activist investor Elliott Management.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Nvidia (NVDA) shares were down 1.6% at $187.45 in early trading due to broader jitters about the technology sector and its agreement to license technology from Groq. The deal valued Groq at around $20 billion and will involve Nvidia hiring many of Groq's key employees, according to reports.- SoftBank Group Corp. agreed to acquire DigitalBridge Group Inc. (DBRG) in a deal valuing the data center investor at $4 billion including debt. That caused shares of DigitalBridge to soar. The Japanese conglomerate will pay $16 per share in cash for New York-listed DigitalBridge as part of its push to invest in digital infrastructure. The transaction is expected to close in the second half of 2026, pending regulatory approvals, and will bring to SoftBank relationships with more investors keen to deploy money in the data center industry.- Lululemon (LULU) founder and major shareholder Chip Wilson has nominated three new board directors to oversee the appointment of a new chief executive at the struggling activewear maker, which has also been targeted by activist investor Elliott Management.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Novo Nordisk (NVO) cut the price of its obesity drug Wegovy in China as the Danish drugmaker gears up for a potential flood of copycats. The reduction will “help alleviate the treatment burden for patients and improve their quality of life,” a spokesperson said by email. The list prices for the two highest dosages of Wegovy were cut by half in some Chinese provinces, local media Yicai reported on Monday, citing drug-procurement documents for southwestern Chinese provinces Yunnan and Sichuan. Shares of Novo Nordisk slipped.- Praxis Precision (PRAX) rose after getting breakthrough therapy designation by FDA for its medication ulixacaltamide, which treats patients with essential tremor. - Lululemon (LULU) founder Chip Wilson is pushing for changes to the board before the yogawear company selects a new chief executive officer. Wilson, one of Lululemon’s largest shareholders, nominated three director candidates for election at the 2026 annual meeting: former On Holding co-CEO Marc Maurer, former ESPN Chief Marketing Officer Laura Gentile and former Activision CEO Eric Hirshberg. Lululemon is unlikely to reach its goal to double sales to $12.5 billion in 2026 even with a lead over its activewear peers, according to a note from Poonam Goyal, senior analyst at Bloomberg Intelligence.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of private equity firm DigitalBridge Group (DBRG) soared in premarket trading as Japan's SoftBank Group is said to near a deal to acquire DigitalBridge. The Japanese conglomerate could announce an agreement as soon as Monday for New York-listed DigitalBridge, according to sources who asked not to be identified because the information is private. Terms of the transaction, part of SoftBank’s campaign to take advantage of an AI-driven boom in digital infrastructure, couldn’t be learned. Representatives for SoftBank and DigitalBridge declined to comment.- Shares of Lululemon Athletica (LULU) edged higher ahead of the US market open after the Wall Street Journal reported that founder Chip Wilson will launch a proxy fight to remake the company's board while it searches for a new chief executive. Citing unnamed sources, the Journal says Wilson has nominated three director candidates to the company's board, including former On Running co-CEO Marc Maurer, former ESPN Chief Marketing Officer Laura Gentile, and former Activision CEO Eric Hirshberg.- Shares of Airbus SE (AIR FP) were little changed in the early session after Bloomberg reporting that the company is churning out aircraft at a rapid clip in the final days of the year, with confidence building at the European planemaker that it can achieve the delivery goal it was forced to cut only a few weeks ago, according to people familiar with the situation. The company has delivered about 90 civil aircraft so far in December, with another 35 or so earmarked for delivery, meaning they have completed customer acceptance flights, said one of the people, who asked not to be identified because the figures aren’t public. Another person said management has no indication at this point that it might need to reduce its target again.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares of private equity firm DigitalBridge Group (DBRG) soared in premarket trading as Japan's SoftBank Group is said to near a deal to acquire DigitalBridge. The Japanese conglomerate could announce an agreement as soon as Monday for New York-listed DigitalBridge, according to sources who asked not to be identified because the information is private. Terms of the transaction, part of SoftBank’s campaign to take advantage of an AI-driven boom in digital infrastructure, couldn’t be learned. Representatives for SoftBank and DigitalBridge declined to comment.- Shares in US silver stocks are falling ahead of the New York market open as the precious metal retreated sharply after smashing through $80 an ounce for the first time, with traders taking profits from a record-breaking rally powered by a structural imbalance in supply and demand. The white metal fell more than 5% as it took a roller-coaster ride on Monday, after earlier hitting an all-time peak of $84 an ounce. In between, it whipsawed either side of the previous session’s close. A weaker dollar and rising geopolitical tensions have added to the appeal of precious metals during an end-of-year bull run that also swept gold, platinum and palladium to record highs last week.- Shares of Tesla (TSLA) and Nvidia (NVDA) are underperforming Magnificent Seven stocks in premarket trading, putting pressure on US stock futures as traders pared risk at the start of the final week of 2025. MSCI’s gauge of global equities has risen more than 20% in 2025 despite Monday’s weakness, heading for a third straight annual gain. Trends in AI as well as the path of Fed rates are seen by investors as two of the most crucial factors that will determine how equities perform in 2026.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares in miner Fresnillo Mining jump as much as 4.2% due to the continued metal rally- BioGaia gains as much as 4.1% as DNB Carnegie lifts its price target on the Swedish probiotics firm and says the stock may break out on the upside from its five-year trading range in 2026 as margins improve.- Rheinmetall and other defense stocks are down after Trump said a lot of progress was made on Ukraine peace talksSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Shares in miner Fresnillo Mining jump as much as 4.2% due to the continued metal rally - International Personal Finance (IPF) rises as much as 6.8% in London trading after Basepoint agreed to buy the consumer finance company in a deal valuing IPF at about £543 million. - Rheinmetall and other defense stocks are down after Trump said a lot of progress was made on Ukraine peace talksSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers, we look at some the week's biggest gainers and decliners: - Warner Bros. Discovery (WBD) saw a modest weekly gain as Paramount continues to try to counter Netflix's bid to buy it. Larry Ellison is throwing his personal fortune behind Paramount Skydance’s bid for Warner Bros. Discovery Inc., aiming to give his son’s company an advantage in a fiercely contested takeover battle with Netflix. Both suitors moved on Monday to strengthen the financial backing for their offers, though they stopped short of increasing their bids. Netflix refinanced a portion of its planned $59 billion of debt as a way to ensure a lasting investment-grade rating — a key advantage it holds over the lower-rated Paramount. - Sable (SOC) saw its shares skyrocket on word that a federal regulator approved the restart of Sable Offshore Corp.’s contested California oil pipeline that leaked 3,000 barrels of crude along the Santa Barbara coastline a decade ago. Sable’s shares rose about 30% Tuesday after it said its plan was signed off on by the Department of Transportation’s Pipeline and Hazardous Materials and Safety Administration. The move follows last week’s determination by the regulator that portions of the key oil conduit, the Las Flores Pipeline System, is under the domain of the federal government and not California. State environmental groups are poised to push back. - Nvidia (NVDA) agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected to the AI boom and gaining the right to add a new type of technology to its products. The world’s largest publicly traded company has paid for the right to use Groq’s technology and will integrate its chip design into future products. Some of the startup’s executives are leaving to join Nvidia to help with that effort, the companies said. Groq will continue as an independent company with a new chief executive, it said Wednesday in a post on its website. Shares of Nvidia rallied on the news.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Warner Bros. Discovery (WBD) shares slid after a report from the New York Post that Paramount Skydance could walk away from its $30-per-share cash bid and instead litigate against the company’s board for how it handled the process. - Sable Offshore (SOC) shares fell as much as 17% after the Environmental Defense Center and Center for Biological Diversity filed an emergency motion to halt the restart of a contested California oil pipeline. - Target (TGT) shares rose on Friday after the Financial Times reported that an activist investor built up a stake in the big-box retailer, citing people it didn’t identify. Toms Capital Investment Management has made a significant investment in Target, the FT said, without disclosing further details. Target shares jumped as much as 6.7% on Friday. The stock is headed for an annual decline of about 25% following a difficult year in which the company lost market share and sales slumped.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Nvidia (NVDA) agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected to the AI boom and gaining the right to add a new type of technology to its products. The world’s largest publicly traded company has paid for the right to use Groq’s technology and will integrate its chip design into future products. The deal was reported on after the end of the trading day on Christmas Eve. Shares of Nvidia rallied when trading resumed on Friday.- Shares of mining companies like Coeur (CDE) and Freeport (FCX) are higher in trading Friday as gold, silver and platinum jumped to all-time highs and copper surged to a record in Shanghai and rallied in New York. Spot gold rose as much as 1.2% to a peak above $4,530 an ounce on Friday. Spot silver for immediate delivery advanced for a fifth session, climbing as much as 5% to cross $75 an ounce.- Tesla (TSLA)'s ’s door handles are facing renewed scrutiny in the US after federal auto safety regulators opened a probe into the emergency releases in certain Model 3 vehicles. The National Highway Traffic Safety Administration said it’s evaluating claims that the mechanical door release “is hidden, unlabeled, and not intuitive to locate during an emergency,” according to a filing on the agency’s website. The move stems from a petition filed by Kevin Clouse, a Tesla owner in Georgia who says he was trapped in his vehicle in 2023 and requested a defect investigation. NHTSA said it hasn’t decided whether to grant or deny the petition. Shares of the Elon Musk-run EV maker fell in trading on Friday.See omnystudio.com/listener for privacy information.