Stock Movers

Big Tech earnings are still in focus with Walmart, DoorDash, and Deere all reporting in the coming days.Bloomberg's Nathan Hager previews the numbers with Alexandra Semenova, Bloomberg News Senior Equities Reporter.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners: - CBRE Group (CBRE) was among the week's worst performers. During trading on Thursday, its shares dropped as much as 15%, extending losses for a second consecutive day amid ongoing concerns about the impact of artificial-intelligence tools on the industry. The company said during its earnings call that the outlook remains uncertain and it would be ‘possible’ for AI to reduce long-term office space demand. - Equinix (EQIX) shares rallied this week after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand. Bloomberg Intelligence analyst Jeffrey Langbaum says in his note that Equinix improved its adjusted Ebitda margins, "reflecting operating leverage from robust tenant demand".  - Vistra (VST) saw its share rise this week after Jeffries updated it to buy from hold following recent share weakness.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 Katie Greifeld, Bailey Lipschultz, Carol Massar and Tim Stenovec. - Coinbase (COIN) ripped almost 20% higher on more than double-average trading volume, just a day after posting weak results, a sign that investors had already braced for worse. The company posted softer trading volumes and pressure on transaction revenue, underscoring its dependence on digital-asset swings. But with the stock sliding for weeks into earnings, expectations were low and positioning defensive — leaving room for a sharp reversal. Bitcoin rallied for the first time in five trading sessions, rising as much as 5.5% to $69,411. Coinbase often trades in tandem with the original digital currency, which accounts for about 60% for the entire value of the crypto market.  - Rivian (RIVN) reported better-than-expected fourth-quarter results and its first-ever annual gross profit, a key milestone after years of consistent losses. The signs of progress come as the company prepares to begin selling its R2 midsize SUV, a lower-priced EV that Rivian hopes will appeal to a broader swath of car buyers. Share rose as much as 28% in New York Friday. If that holds, it would nearly erase the year-to-date loss of 29% through Thursday’s close. - Nvidia (NVDA) is down more than 1% since the beginning of the fourth quarter and has been largely range bound despite hitting a record high in late October. It’s also lagging the S&P 500 Index to start 2026, a slowdown from Nvidia’s nearly 40% leap in 2025 following two consecutive years of triple-digit percentage gains. Nvidia shares sank as much as 2.6% Friday. Even ballooning capital spending from Meta Platforms Inc., Alphabet Inc., Microsoft Corp. and Amazon.com Inc. — estimated to exceed $600 billion in 2026 — hasn’t been enough to meaningfully boost the stock amid increasing anxieties about returns on those investments. The cyclical nature of the chip industry is baked into Nvidia’s valuation, which has compressed as revenue growth is expected to slow in the coming years. Sales are projected to expand 58% in the current calendar year and 28% in 2027, according to data compiled by Bloomberg. See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- DraftKings (DKNG) stocks fell after the online betting company issued a 2026 forecast for sales and profit that fell short of Wall Street estimates, sending the stock tumbling to its largest intraday drop in nearly three-and-a-half years. The stocks of online betting companies including DraftKings and Flutter Entertainment Plc have fallen in recent months on investor concerns over the competitive threat posed by prediction markets.- Expedia (EXPE) shares sank after fears around AI disruption have created a dramatic divide in the travel and leisure sector, with the stocks of online-booking platforms collapsing while traditional hotel operators have rallied.- Applied Materials (AMAT) shares surged to a record after the company delivered a surprisingly upbeat sales forecast, signaling that demand for artificial intelligence and memory semiconductors is fueling equipment purchases. The company, which is the largest US supplier of chipmaking gear, expects revenue of approximately $7.65 billion in the fiscal second quarter. Analysts had estimated $7.03 billion on average for the period, which runs through April.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Dexcom (DXCM) shares rally after the medical device company reported revenue for the fourth quarter that met the average analyst estimate. William Blair notes the company has a “favorable setup for 20%-plus EPS growth with upside potential.”- DraftKings (DKNG) shares plunge after the online betting company issued a 2026 forecast for sales and profit that fell short of Wall Street estimates, sending the stock tumbling by its largest intraday drop in nearly three-and-a-half years. The stocks of online betting companies including DraftKings and Flutter Entertainment Plc have fallen in recent months on investor concerns over the competitive threat posed by prediction markets.- Pinterest (PINS) shares fell by the most in more than three years after the company projected current-quarter sales that fell short of Wall Street estimates, the latest in a rocky period marked by layoffs and a pivot toward artificial intelligence products. Pinterest cut hundreds of jobs in late January, citing a shift in priorities to focus more extensively on AI products.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Airbnb (ABNB) shares rose after the company posted strong fourth-quarter bookings and issued an upbeat revenue outlook, citing strong travel demand and growing adoption of its new flexible payment and booking options. The company projected revenue for the quarter ending on March 31 to be $2.59 billion to $2.63 billion, and revenue growth to accelerate to “at least low double digits” for the full year. - Coinbase (COIN) shares rise after the company reported weak quarterly results, with some investors concluding the worst had already been priced in. The company posted softer trading volumes and pressure on transaction revenue, highlighting its exposure to swings in digital-asset prices and retail speculation. - Expedia (EXPE) shares tumble despite the online travel company reporting the fastest fourth-quarter revenue growth in three years and first-quarter sales and gross bookings view above Wall Street estimates. Analysts note healthy fundamental outlook, though debates on AI risks to online travel agents likely to persist.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Applied Materials (AMAT) surges after delivering a surprisingly upbeat sales forecast, signaling that demand for artificial intelligence and memory semiconductors is fueling equipment purchases.-Rivian (RIVN) shares jump as much as 19% in premarket trading on Friday after the electric vehicle company issued a 2026 delivery outlook range with a midpoint above analyst estimates. The company also said it expects deliveries of its long-awaited R2 midsized SUV in the second quarter.- Expedia (EXPE) shares tumble despite the online travel company reporting the fastest fourth-quarter revenue growth in three years and first-quarter sales and gross bookings view above Wall Street estimates. Analysts note healthy fundamental outlook, though debates on AI risks to online travel agents likely to persist.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- L’Oréal shares fell after the French beauty group posted disappointing sales growth in the fourth quarter, held back by its luxury division and weakness in the region that includes China.- Capgemini Chief Executive Officer Aiman Ezzat said the French IT company is “clearly pivoting” to facilitate artificial intelligence adoption, which will fuel sales this year.- French aerospace company Safran SA on Friday raised its 2028 earnings targets, saying the strength of its civil engines aftermarket and defense segments should help offset impact from US tariffs and a corporate surtax extension.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- L’Oréal shares fell after the French beauty group posted disappointing sales growth in the fourth quarter, held back by its luxury division and weakness in the region that includes China.- DraftKings, the online betting company, issued a 2026 forecast for sales and profit that fell short of Wall Street estimates, sending the stock tumbling in extended trading.- Ubisoft reported net bookings that beat analysts’ estimates in the fiscal third quarter, buoyed by strong demand for the video game publisher’s most popular franchises such as Assassin’s Creed.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Equinix (EQIX) shares rally about 8% in premarket trading on Thursday after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.- Coinbase (COIN) stock regained some ground in after-hours trading even though the crypto exchange operator reported revenue that fell short of expectations. Quarterly results weakened relative to the third quarter because of market conditions, with Coinbase reporting a loss of $2.49 a share and revenue down almost 22% to $1.78 billion.- Applied Materials (AMAT) surged 10% in late trading after delivering a surprisingly upbeat sales forecast, signaling that demand for artificial intelligence and memory semiconductors is fueling equipment purchases. The company expects revenue of approximately $7.65 billion in the fiscal second quarter, and Chief Executive Officer Gary Dickerson said “the acceleration of industry investments in AI computing” is powering the company’s results.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Cisco (CSCO) suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability. The company's adjusted gross margin will be roughly 66% in the quarter that runs through April, which is lower than the 68.2% estimated by analysts.- Logistics stocks sank Thursday as investors rushed to exit the group amid fears over disruption from artificial intelligence, making it the latest casualty of the “AI scare trade.” The Russell 3000 Trucking Index dropped 7.8%, with CH Robinson Worldwide (CHRW) at one point plunging by a record 24%, and Landstar System falling 18%.- CBRE Group shares drop as much as 15%, extending losses for a second consecutive day amid ongoing concerns about the impact of artificial-intelligence tools on the industry. The company said during its earnings call that the outlook remains uncertain and it would be ‘possible’ for AI to reduce long-term office space demandSee omnystudio.com/listener for privacy information.

On this episode of Stock Movers:- Equinix (EQIX) shares rally after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.- Crocs (CROX) shares jump after the footwear company’s fourth-quarter adjusted EPS and revenue easily beat Street estimates and annual guidance also was ahead of consensus expectations.- Viking Therapeutics (VKTX) gains after the biotech said it plans to advance its oral obesity drug to Phase 3 in the third quarter of this year.See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: - Cisco (CSCO) shares fall after the company gave a weaker-than-expected forecast for profitability in the current quarter, spurring concerns that mounting memory-chip prices are taking a toll on the company.  - AppLovin (APP) shares are down after the mobile-app marketing company reported its fourth-quarter results and gave an outlook. While both were above consensus expectations on key metrics, they may not be strong enough to assuage recent concerns over AI-related disruption. - Equinix (EQIX) shares rally after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.On this episode of Stock Movers:- Coal stocks rise after the Trump administration ordered the Pentagon to purchase electricity from coal plants and announced funding for upgrades to coal facilities.- Fastly (FAST) shares soar after the infrastructure software company’s fourth-quarter results beat expectations and it gave a robust full-year forecast. William Blair upgraded their recommendation on the stock.- Unilever (ULVR) shares fall, weighed down by what Jefferies analysts described as “cautious” 2026 guidance and a slow start to the year that “threatens 1Q consensus.” The stock was also dealt a blow by a plunge in Magnum Ice Cream Co., in which the consumer-goods maker retains a near 20% stake following December’s spinoff. Magnum shares fell as much as 16% after results and guidance disappointed analysts.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:- Restaurant Brands International (QSR) increased its regular quarterly cash dividend to 65 cents per share from the previous dividend of 62 cents per share. The dividend declaration date is Feb. 12.- McDonald’s (MCD) US sales grew at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners.Sales from established US restaurants jumped 6.8% in the period from a year ago when foot traffic was dented by an E. coli outbreak, ahead of analyst estimates and the highest since 2023. Earnings, excluding one-time items, also outpaced the average of estimates compiled by Bloomberg, as did comparable sales at the company’s two international divisions.- Cisco Systems (CSCO) shares are down after the maker of networking equipment’s second-quarter results disappointed on gross margin, even as other metrics beat expectations. It also gave an outlook for gross margin that was below the consensus.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:- Nuveen is buying Schroders in a £9.9 billion ($13.5 billion) deal, creating one of the world’s largest active asset managers with nearly $2.5 trillion of assets.- Adyen plunged the most since August, wiping out €6.6 billion ($7.8 billion) in its market value, after it softened its revenue growth forecast for the year due to economic uncertainty. - Hermès sales grew on robust demand for its coveted Birkin bags, with one of the luxury industry’s most resilient players chalking up gains across all markets and most of its products.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:- Nuveen is buying Schroders Plc in a £9.9 billion ($13.5 billion) deal, creating one of the world’s largest active asset managers with nearly $2.5 trillion of assets.- EssilorLuxottica SA reported an 18% surge in fourth-quarter sales, riding a boom in demand for AI-powered glasses that far surpassed analysts’ estimates.- Mercedes-Benz Group AG warned that margins will remain under pressure this year amid tariffs and fierce competition in China.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: Cisco (CSCO) gave a weaker-than-expected forecast for profitability in the current quarter, overshadowing a generally positive outlook fueled by artificial intelligence gains. Cisco, the largest maker of networking equipment, has increased spending to create new AI-focused products. The tech industry also is coping with a threat from memory-chip shortages, which is boosting costs. The shares fell about 4% in late trading after the report was released. Cisco’s stock gained 30% last year.- McDonald's (MCD) saw its US sales grow at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners. Sales from established US restaurants jumped 6.8% in the period from a year ago when foot traffic was dented by an E. coli outbreak, ahead of expectations and the highest since 2023. Earnings, excluding one-time items, also outpaced the average of estimates compiled by Bloomberg, as did comparable sales at the company’s two international divisions. The shares rose 2% at 4:04 p.m. in extended trading in New York. The stock has advanced nearly 6% this year, outpacing the gain of the S&P 500 Index over the same period. - Zillow (Z) shares tumble as much as 18% on Wednesday after the home-search site forecast adjusted Ebitda for the first quarter that missed the average analyst estimate as the firm contends with legal costs and expenses from its partnership with Redfin.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 Katie Greifeld, Scarlet Fu, Carol Massar and Tim Stenovec.- McDonald's (MCD) US sales grew at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners. Sales from established US restaurants jumped 6.8% in the period from a year ago when foot traffic was dented by an E. coli outbreak, ahead of expectations and the highest since 2023. Earnings, excluding one-time items, also outpaced the average of estimates compiled by Bloomberg, as did comparable sales at the company’s two international divisions. Shares of the fast food restaurant rose in afterhours trading. - Micron (MU) shares rose as much as 9.9% after Chief Financial Officer Mark Murphy assured investors that the company is producing its new much-prized HBM4 memory chips in high volumes. The product line — the latest generation of Micron’s high-bandwidth memory — is now being delivered to customers, Murphy said during a Wolfe Research event. The chips are designed to help artificial intelligence computing systems handle the flood of data needed to develop and run AI models. - Lyft (LYFT) shares fell by the most in a year after the rideshare firm issued a disappointing forecast that missed Wall Street expectations, a sign that its global expansion and new product offerings are not performing as quickly and as well as anticipated. Shares of Lyft fell as much as 16% after markets opened on Wednesday, their worst intraday decline since February 2025. The stock was already down 13% so far this year through Tuesday’s close.See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Robinhood (HOOD) shares fell as much as 13% Wednesday, the most since April, after the fintech company reported net revenue for the fourth quarter that missed the average analyst estimate as crypto volumes declined. Analysts at Piper Sandler and JPMorgan cut their price targets on the stock after the earnings results. - Nike (NKE) expects its wholesale business to pick up steam across the world as it accelerates the launch of new footwear and apparel products and doubles down on its commitment to sports. While Nike is already winning back the affection of retail partners in North America, it has the right strategy and leaders in place to make that happen in other markets, too, Chief Executive Officer Elliott Hill said in an interview with Bloomberg TV. Nike shares were down about 1.5% in late-morning trading in New York. The stock is down about 12% in the past year and more than half from the 2021 peak. That’s more or less in line with its peers, with Adidas and On also struggling to win the affection of investors despite demonstrating impressive growth and profitability. - Lululemon (LULU) let its employees know that bonus payouts are currently tracking below target this year, according to a recording of an internal meeting reviewed by Bloomberg News. “We did want to wait on providing an update until we were finalized through our peak season,” Chief People and Culture Officer Susan Gelinas said, noting that bonuses are in part tied to global business results, which were “dynamic” in 2025. The company’s shares have fallen more than 50% in the last 12 months.See omnystudio.com/listener for privacy information.