Stock Movers

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.

- Amer Sports (AS) said consumers prioritizing their health and looking for premium products are sustaining demand through an unfavorable economic climate. Amer Sports, home to the Arc’teryx, Salomon and Wilson brands, raised its full-year guidance after first-quarter results beat estimates. Shares rose as much as 8.2% in New York. 

- Cisco (CSCO) shares slipped after Chief Financial Officer Mark Patterson warned that the company would see “ups and downs” with its gross profit margin as it pushes further into AI infrastructure. The company’s move to supply hardware equipment to so-called hyperscalers — the largest data center operators — “comes at a different gross margin play,” he said during a JPMorgan Chase & Co. technology conference.

- Chewy (C) shares slipped in trading on Tuesday, hitting their lowest intraday level since May 2024, after the online pet retailer presented at the JPMorgan Technology, Media & Communications Conference. The company provided some cautious commentary during the event, saying that it’s seeing a more “stretched” consumer now than it did at the beginning of the year.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market, a look at the notable movers for the week:

On this episode of Stock Movers:
- Chewy (CHWY) shares are down as much as 8.8% on Tuesday, hitting their lowest intraday level since May 2024, after the online pet retailer presented at the JPMorgan Technology, Media & Communications Conference. The company provided some cautious commentary during the event, saying that it’s seeing a more “stretched” consumer now than it did at the beginning of the year.

- DoorDash (DASH) shares extend drop to as much as 4.9% after Business Insider X post that Walmart’s Spark service now includes delivering food from in-store restaurants like McDonald’s.

-Relay Therapeutics (RLAY) shares rise 13% in premarket trading after the drug developer gave initial clinical data from a mid-stage trial to treat vascular anomalies. TD Cowen calls the data “best case scenario.”

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Home Depot (HD) shares fall. Sales at Home Depot locations open at least a year rose 0.6% during the three months ended May 3, slightly below analysts' estimates. Home Depot's business has been hit by elevated interest rates and high housing prices, leading Americans to take on smaller projects instead of extensive remodels.
- Amer Sports (AS) shares rise. Amer Sports Inc. said consumers prioritizing their health and looking for premium products are sustaining demand through an unfavorable economic climate. The company raised its full-year guidance after first-quarter results beat estimates, and now expects revenue to grow to a certain range in 2026.
- Hyperliquid Strategies (PURR) shares rise as the Securities and Exchange Commission is said to ready plans for trading crypto versions of stocks. The US SEC is expected to release its so-called innovation exemption for tokenized stocks as soon as this week, creating a new framework for betting on the fortunes of publicly traded companies, according to people familiar with the matter.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Home Depot (HD) shares fall. Sales at Home Depot locations open at least a year rose 0.6% during the three months ended May 3, slightly below analysts' estimates. Home Depot's business has been hit by elevated interest rates and high housing prices, leading Americans to take on smaller projects instead of extensive remodels.
- Micron (MU) shares fall. This was due to supply and capacity concerns tied to rising artificial intelligence demand. Seagate Technology Holdings Plc and Western Digital Corp. stocks also declined in premarket trading after sharp selloffs in the previous session, amid concerns about the industry's ability to meet surging AI-driven demand.
- ServiceNow (NOW) shares rise. European software shares surged as investors turned toward more underloved technology stocks, with a sector gauge climbing 4.1% in afternoon European trade. Software stocks also gained in U.S. premarket trade, with companies such as Adobe, Salesforce, and ServiceNow rising, after markets had grown cold on software stocks so far this year.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shares of CoreWeave (CRWV) and other neocloud companies slump premarket after Alphabet agreed to create an artificial intelligence cloud business with Blackstone. Google agreed to create an AI cloud business with Blackstone.
- Meta (META) shares are moving as it's reassigning workers to new jobs related to artificial intelligence as part of a broad corporate restructuring. The new corporate structure will be "flatter" and mean "smaller teams", according to Chief People Officer Janelle Gale.
- Home Depot (HD) shares are moving in the premarket after sales at Home Depot locations open at least a year rose 0.6% during the three months ended May 3, slightly below the average of analysts’ estimates. Home Depot’s business has been hit by elevated interest rates and high housing prices, which have sparked a pullback in home purchases and upgrade projects.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Home Depot (HD) are actually higher in the premarket after sales at Home Depot locations open at least a year rose 0.6% during the three months ended May 3, slightly below the average of analysts’ estimates. Home Depot’s business has been hit by elevated interest rates and high housing prices, which have sparked a pullback in home purchases and upgrade projects.
- Blackstone (BX) and Alphabet (GOOG) are higher on news the firms agreed to create an artificial intelligence cloud business. The project will rely on an initial $5 billion in equity capital from Blackstone, which will become the majority owner. The new business will compete with companies like CoreWeave Inc. in a burgeoning market and will run Google's homegrown AI chips called tensor processing units, or TPUs.
- Agilysys (AGYS) shares are climbing double digits in trading before regular market hours. The company reported EPS and sales above estimates.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Standard Chartered Chief Executive Officer Bill Winters delivered a blunt message on the future of the bank’s workforce, warning that a push into artificial intelligence will eliminate thousands of roles as the lender replaces “lower-value human capital” with technology.
- SSP Group gains as much as 7.5% as the travel food and beverage outlet operator said its full-year EPS is expected to remain within the consensus range, despite impact from Middle East disruption. Analysts note weakness in the shares year-to-date and say today’s outlook commentary is reassuring.
- Big Yellow Group reported adjusted pretax profit for the full year that met 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 Stock Movers:
- Evolution gains as much as 12%, the most since Oct. 2024, after the Swedish online gambling company approved a €2 billion share buyback program. Analysts say the size of the buyback program is significantly bigger than expected, and a welcome signal of confidence.
- Cranswick shares rise as much as 6.1%, the steepest gain since Sept. 2024, after the British meat producer’s full-year results exceeded estimates. The company said its performance across all financial measures is “well ahead of medium-term targets.”
- Diploma climbs as much as 7% after boosting its guidance for the second time in three months. The building components supplier now sees FY26 organic revenue growth at 12%, compared to 9% previously, which with further deal spend implies about 6% upgrade to consensus operating profit, Morgan Stanley says

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- NextEra (NEE) agreed to pay about $67 billion in stock for Dominion Energy Inc. in the biggest power acquisition ever, creating a giant utility extending from Florida to the artificial intelligence data centers clustered in Virginia. The scope of the transaction underscores how the spike in AI-driven power demand is pushing the utilities sector to seek ever-greater size and clout. The deal would position NextEra as the dominant utility in a region that’s struggling to meet the surge in electricity consumption. Dominion shares rose 9.4% to $67.56 as trading closed in New York on Monday, while NextEra fell 4.6% to $89.04.

-Seagate (STX) shares fell 6.9% Monday in its worst one-day drop in nearly two months after management comments at a JPMorgan conference sparked investor fears that the company won’t be able to keep up with soaring demand for memory chips. The declines come after a blistering rally in the sector that’s spanned roughly eight weeks, boosted by solid earnings from megacap technology hyperscalers, a slew of deals for the cohort and investor enthusiasm in the risk-on trade as high demand for artificial intelligence infrastructure persists. The SOX gained nearly 60% from the start of April through a May 11 record high.

- Regeneron Pharmaceuticals (REGN) said a key late-stage melanoma study failed, adding to a series of challenges for the US biotech. Regeneron’s experimental drug fianlimab couldn’t beat Merck & Co.’s established cancer blockbuster Keytruda in the study, Regeneron said late on Friday. Another head-to-head trial of the Regeneron compound versus Bristol-Myers Squibb Co.’s Opdualag continues. The shares plunged in trading on Monday.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Seagate (STX) shares slumped as much as 8.3% after management comments at a JPMorgan conference sparked investor fears that the company won’t be able to keep up with soaring demand for memory chips. Chief Executive Officer Dave Mosley said building new factories would “take too long” and potentially set up the company with more capacity than it needs when asked during a Monday presentation whether Seagate plans to expand manufacturing capacity.

- NextEra (NEE) agreed to pay about $67 billion in stock for Dominion Energy in the biggest power acquisition ever, creating a giant utility extending from Florida to the artificial intelligence data centers clustered in Virginia. The scope of the transaction underscores how the spike in AI-driven power demand is pushing the utilities sector to seek ever-greater size and clout. The deal would position NextEra as the dominant utility in a region that’s struggling to meet the surge in electricity consumption. Dominion shares rose while NextEra shares fell.

- Regeneron Pharmaceuticals (REGN) shares sank more than 10%, most intraday since May 2025, after the drugmaker’s phase 3 data for fianlimab in metastatic melanoma fell short of expectations. Citi and Leerink analysts downgraded their ratings on the stock following the disappointing trial update. Regeneron’s experimental drug fianlimab couldn’t beat Merck & Co.’s established cancer blockbuster Keytruda in the study, Regeneron said late on Friday. Another head-to-head trial of the Regeneron compound versus Bristol-Myers Squibb Co.’s Opdualag continues.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Dominion Energy (D) shares climb. NextEra Energy Inc. agreed to pay about $67 billion in stock for Dominion Energy Inc. in the biggest power acquisition ever, creating a giant utility extending from Florida to the data centers clustered in Virginia.
- Regeneron (REGN US) shares sink. Regeneron Pharmaceuticals Inc. said a key late-stage melanoma study failed, adding to a series of challenges for the US biotech. Regeneron’s experimental drug fianlimab couldn’t beat Merck & Co.’s established cancer blockbuster Keytruda in the study, Regeneron said late on Friday. Another head-to-head trial of the Regeneron compound versus Bristol-Myers Squibb Co.’s Opdualag continues.
- Hive Digital Technologies (HIVE US) shares rise. The cryptocurrency mining firm’s cloud and data center subsidiary BUZZ HPC says it’s building a 320-megawatt AI data center in Toronto. The facility will deploy over 100,000 GPUs at full capacity, creating one of North America’s largest domestically controlled AI clusters, according to Executive Chairman Frank Holmes in a press release.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Dominion Energy (D) shares climb. NextEra Energy Inc. agreed to pay about $67 billion in stock for Dominion Energy Inc. in the biggest power acquisition ever, creating a giant utility extending from Florida to the data centers clustered in Virginia.
- UnitedHealth (UNH) shares fall. Berkshire Hathaway exited its stake in the health insurer. The conglomerate also disclosed that it amassed a $2.6 billion stake in Delta Airlines, boosting the carrier’s shares by 2.5%.
- Ford (F) shares rise. Ford Energy and EDF power solutions North America announced a five year agreement. The agreement is for up to 20 GWh of battery energy storage systems, the companies said in a statement.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- NextEra Energy (NEE) agreed to pay about $67 billion in stock for Dominion Energy (D) in the biggest power acquisition ever, creating a giant utility extending from Florida to the data centers clustered in Virginia. The deal would give NextEra a swathe of electricity assets stretching across Virginia and the Carolinas and position it as a dominant utility in a region that’s struggling to meet the surge in demand from newly built artificial intelligence facilities.
- Ryanair (RYAAY) gains as it delivered a decent end to the year, but flagged impact ahead from rising costs. The airline said unit costs for 2027 could increase by a mid-single digit percentage, with concerns over current unhedged jet fuel prices, and also impact from higher crew and aircraft maintenance costs.
- Regeneron Pharmaceuticals (REGN) shares drop after the drugmaker’s phase 3 data for fianlimab in metastatic melanoma fell short of expectations. Citi downgraded its rating on the stock following the “disappointing” trial update.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- NextEra Energy (NEE) is discussing a mostly stock deal for Dominion Energy (D) that would value the company at about $76 per share, or around $66 billion, making it by far the largest power deal on record, according to people familiar with the matter.
- Publicis Groupe (PUB FP) agreed to buy online data broker LiveRamp Holdings (RAMP) for about $2.5 billion in cash, a sign of the French media firm’s continued investment in marketing technology as the advertising industry contracts.
- Baidu (BIDU) posted a better-than-feared 1% drop in revenue after growth in nascent AI businesses offset a steady decline in traditional internet revenue, buying the search leader time to catch rivals such as Alibaba Group Holding Ltd. in the post-ChatGPT era.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Whitbread shares erase initial losses and quickly gain as much as 4.1% after the Financial Times reported that activist hedge fund Corvex Management is pushing the Premier Inn owner to put itself up for sale, citing a letter to the board.
- Publicis rose 5.2%, the most in 13 months after agreeing to buy US-based data collaboration platform LiveRamp for an enterprise value of $2.2 billion
- Anglo American declined as much as 2.8% in London after the miner said Chile’s Second Environmental Tribunal issued a ruling on May 15 that purports to set aside the environmental authorization for Collahuasi copper mine’s infrastructure development project.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Ryanair drops as much as 4.1%, hitting the lowest in a year, after the airline said unit costs for 2027 could increase by a mid-single digit percentage, with concerns over current unhedged jet fuel prices, and also impact from higher crew and aircraft maintenance costs.
- Publicis rose 5.2%, the most in 13 months after agreeing to buy US-based data collaboration platform LiveRamp for an enterprise value of $2.2 billion
- Advanced Medical Solutions (AMS) shares drop as much as 24%, the most since September 2023, after TA Associates confirmed late on Friday that it won’t make an offer for the London-listed firm. Panmure Liberum notes this is the third approach from private equity that has failed to lead to an offer.

See omnystudio.com/listener for privacy information.

Earnings are in focus with Walmart, Home Depot, and Deere reporting in the coming days.
Bloomberg's John Tucker previews the numbers with Isabelle Lee, Bloomberg Cross Asset Reporter.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market, a look at the notable movers for the week:

On this episode of Stock Movers:
- Cisco (CSCO) jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market. Revenue will be $16.7 billion to $16.9 billion in the fiscal fourth quarter, which runs through July, the company said in a statement Wednesday. Analysts estimated sales of $15.8 billion, according to data compiled by Bloomberg.

-Construction machines are still roving around Ford's (F) new factory in Marshall, Michigan, but their work is almost done — and it’s a scene to warm President Donald Trump’s heart. An iconic US company is poised to cut the ribbon on its first wholly owned domestic greenfield plant in half a century, and bring manufacturing jobs and money to a slice of small-town America that’s been starved of both. The twist in the tale: All this comes with a big assist from China, where Trump is headed this week to meet his counterpart Xi Jinping.”

- Intel (INTC) and other chip companies were dropping early Friday. Investors look to be locking in some profits after a historic surge in semiconductor stocks. Intel was down 4.1% at $111.27 in premarket trading. The move was in line with peers, as Advanced Micro Devices was down 3.4% and Arm Holdings was falling 4.4%.

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.

• Dexcom (DXCM) shares are up after the diabetes device maker gave long-term growth outlook at its Investor Day, that impressed analysts. Separately, activist investor Elliott Investment Management took a stake in the company and struck a settlement that will put two independent directors on the board. 
• Papa John's (PZZA) shares are up after Reuters reported investment firm Irth Capital is working with the pizza chain’s largest US franchisee, who controls ​around 10% of its domestic restaurants, to take the company private. Reuters cites three unidentified people.
• Ford (F)’s blistering rally screeched to a halt Friday, as a broader market selloff cooled enthusiasm over the automaker’s potential to benefit from the boom in energy demand for artificial intelligence. The Michigan-based company’s stock sank more than 8% in New York, setting it on track for its worst day since October 2024.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Boeing (BA) shares dropped after the company appears to have secured its long-awaited order from China during US President Donald Trump’s visit to the country, but whatever accord was reached remained nebulous on numbers, aircraft type and a sense of timing.

- Bill Ackman said Pershing Square has built a new stake in Microsoft (MSFT) taking advantage of a decline in the company’s share price to invest in a business that he said is stronger and more resilient than investors think. Microsoft shares rose 2.9% to $421.40 at 11:48 a.m. in New York on Friday.

- Dexcom (DXCM) shares are up 3.4% in premarket trading after the diabetes device maker gave long-term growth outlook at its Investor Day, that impressed analysts. Separately, activist investor Elliott Investment Management took a stake in the company and struck a settlement that will put two independent directors on the board.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
-Nvidia (NVDA) shares drop. US President Donald Trump discussed guardrails on artificial intelligence with Chinese leader Xi Jinping during a two-day summit in Beijing. Trump said Nvidia Corp.'s H200 chips also came up during the meeting, and that China hasn't approved purchases of the chips because they want to develop their own.
-Boeing (BA) shares fall. Boeing Co. appears to have secured an order from China during US President Donald Trump's visit to the country, but details on numbers, aircraft type, and timing are unclear. Trump mentioned that China would buy "big" aircraft, initially stating 200, and later suggesting the possibility of up to 750 planes, but provided no specifics.
-Dexcom (DXCM) shares rise after the diabetes device maker gave long-term growth outlook at its Investor Day, that impressed analysts. Separately, activist investor Elliott Investment Management took a stake in the company and struck a settlement that will put two independent directors on the board.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Nvidia (NVDA) shares drop. US President Donald Trump discussed guardrails on artificial intelligence with Chinese leader Xi Jinping during a two-day summit in Beijing. Trump said Nvidia Corp.'s H200 chips also came up during the meeting, and that China hasn't approved purchases of the chips because they want to develop their own.
-Figma (FIG) jumps after the creative software platform reported first-quarter results that beat expectations and raised its full-year forecast. Analysts said the report eased concerns about AI-related disruption.
-Papa John's (PZZA) gains after Reuters reported investment firm Irth Capital is working with the pizza chain’s largest US franchisee, who controls ​around 10% of its domestic restaurants, to take the company private. Reuters cites three unidentified people.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Gemini Space Station (GEMI) is rising after Tyler and Cameron Winklevoss made a $100 million “strategic investment” into the company. CEO Tyler Winklevoss said the investment will help fuel the company's ambition to evolve from a crypto company into a markets company.
- Magnum Ice Cream (MICC) shares are jumped as much as 22%, the most since the stock’s December listing, after Reuters reported that private equity firms including Blackstone and Clayton Dubilier & Rice are exploring potential bids for the company.
- Cerebras Systems (CBRS) shares pulled back after a huge IPO day yesterday. The shares jumped 68% in its trading debut after raising $5.5 billion in the year’s largest IPO.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

• Boeing (BA) shares are paring losses as President Trump says Boeing got a promise of 750 planes to be purchased by China, in comments to reporters. It follows the president saying China agreed to buy 200 Boeing planes, which was considered a disappointment for a market looking for 300 or more.
• Nvidia (NVDA) shares are lower after President Trump said the Nvidia chip sale to China didn't come up in the Trump-Xi summit.
• Applied Materials (AMAT) is down as it's getting caught up in the chip selloff. It did give sales and profit forecasts that far exceeded analysts’ estimates, fueled by soaring demand for AI computing and memory chips. The AI growth will contribute to a sales increase of more than 30% in the company’s semiconductor equipment business this calendar year, according to CEO Gary Dickerson.
• Figma Inc. (FIG) jumped after the creative software platform reported first-quarter results that beat expectations and raised its full-year forecast. Analysts said the report eased concerns about AI-related disruption.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- LVMH Moët Hennessy Louis Vuitton is selling the Marc Jacobs label to WHP Global as the luxury sector grapples with slowing demand. Separately, Salvatore Ferragamo reported first-quarter revenue that missed analyst estimates.
- Syensqo shares rally as much as 12%, its biggest gain in over 13 months, after the chemicals company reported Ebitda ahead of expectations in the first quarter. Citi said the beat and the improving order book are reassuring investors.
- European miners are heavily underperforming on Friday, as copper continues to retreat from the record-high close seen earlier this week. Accelerating US inflation reduced the chance of rate cuts and a stronger dollar make the red metal more expensive for many buyers. Gold is also falling. KGHM Polska fell as much as 8%.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- LVMH Moët Hennessy Louis Vuitton is selling the Marc Jacobs label to WHP Global as the luxury sector grapples with slowing demand. Separately, Salvatore Ferragamo reported first-quarter revenue that missed analyst estimates.
- Syensqo shares rally as much as 12%, its biggest gain in over 13 months, after the chemicals company reported Ebitda ahead of expectations in the first quarter. Citi said the beat and the improving order book are reassuring investors.
- Dino Polska rose 15%. The company reported EPS above estimates and sales in line with estimates. Trading volume was 24 times the average for this time of day.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Figma (FIG) gave an outlook for revenue in the current period that topped analysts’ estimates, touting early traction from charging users directly for AI features. The shares jumped about 10% in extended trading after closing at $20.24 in New York. The stock has declined steadily since the Figma’s blockbuster public offering and is now 39% below the $33-a-share IPO price.

- Cerebras (CRBS) shares jumped 68% in its trading debut after raising $5.5 billion in the year’s largest IPO, illustrating investors’ surging appetite for artificial intelligence data centers and the chips running them. Shares of the Sunnyvale, California-based company pared earlier gains to close at $311.07 each on Thursday in New York, above the $185 IPO price, after being halted earlier for volatility. Cerebras’ first-time share sale raised nearly 60% more than its target when it launched, and priced above a marketed range that was revised higher on Monday.

- Cisco (CSCO) jumped by the most in more than 14 years after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market.

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.

- Cerebras Systems (CBRS) shares jumped 75% in its trading debut after raising $5.5 billion in the year’s largest IPO, illustrating investors’ surging appetite for artificial intelligence data centers and the chips running them.

- Cisco Systems (CSCO) shares soar as much as 17%, in biggest intraday jump since August 2011, extending gains for a sixth consecutive session, after the networking-equipment company reported third-quarter results that beat expectations and raised its full-year forecast. It also announced job cuts as it focuses more on AI. Analysts are positive about the company’s accelerating growth rate.

- Boeing (BA) shares fell as much as 5.4% after President Trump unveiled a smaller China aircraft order. China agreed to buy 200 Boeing planes, President Donald Trump said, in a multibillion-dollar deal that would mark the nation’s first purchase of US-made commercial jets in nearly a decade. But Trump’s announcement, fell short of the 500 737 Max and widebody aircraft Chinese airlines were expected to buy at the upper extreme of a landmark deal.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- Cisco Systems (CSCO) shares soar as much as 17%, in biggest intraday jump since August 2011, extending gains for a sixth consecutive session, after the networking-equipment company reported third-quarter results that beat expectations and raised its full-year forecast. It also announced job cuts as it focuses more on AI. Analysts are positive about the company’s accelerating growth rate.

-Ford Motor (F) stock climb 7.3% Thursday to bring the stock’s two-day gains to roughly 22%. after Morgan Stanley issued a bullish call that the automaker’s energy storage business could soon make a deal with hyperscalers.

- Regenxbio (RGNX) shares sink 18% in premarket trading after the drug developer said there were two cases of serious adverse events in a trial of its experimental gene therapy for a muscle disease.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Cisco (CSCO) shares jump. The company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs to focus on the fast-growing AI market. Revenue will be $16.7 billion to $16.9 billion in the fiscal fourth quarter, which is higher than analysts estimated sales of $15.8 billion.
- Doximity (DOCS) shares slump. The healthcare software firm gave a full-year forecast that was weaker than expected, with AI investments pressuring the company’s earnings. KeyBanc Capital Markets analyst Scott Schoenhaus (cut to sector weight from overweight)
- Nvidia (NVDA) shares gain ahead of earnings next week. Nvidia CEO Jensen Huang tells reporters in Beijing that meetings with tech CEOs "went excellent.”

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Cisco (CSCO) shares jump. The company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs to focus on the fast-growing AI market. Revenue will be $16.7 billion to $16.9 billion in the fiscal fourth quarter, which is higher than analysts estimated sales of $15.8 billion.
- Legence (LGN) shares drop. The engineering firm raised its guidance for full-year revenue and adjusted Ebitda to a range above the average estimate. Those metrics also beat estimates in the first quarter. Shares of the company were already up 257% from its September IPO through Wednesday trading.
- Bullish (BLSH) shares fall. The crypto firm reported a first-quarter net loss per share that widened year-over-year as digital asset sales fell.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- StubHub (STUB) shares are rising after the ticketing company reported better-than-expected first quarter results and reiterated its annual forecast. Morgan Stanley analyst notes that gross merchandise sales (GMS) and revenue should improve in the second half of the year.
- Viking Holdings (VIK) shares are rallying after the cruise-line operator reported first-quarter yields above estimates. Analysts cited “impressive” 2027 bookings and executive management changes that helped remove an overhang.
- Watches of Switzerland (WOSGF) shares are higher and are trading at the highest since early 2024, after the watch retailer said annual adjusted Ebit will be ahead of its previous guidance. Analysts see the confident outlook for FY27 should lift consensus estimates, while Barclays hiked its price target on the stock to a new Street-high.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Nvidia (NVDA) shares are continuing to climb as the U.S. government has authorized the sale of Nvidia Corp.'s H200 AI chips to 10 Chinese tech giants, including Alibaba Group Holding Ltd. and Tencent Holdings ADR.
- Cisco Systems (CSCO) is soaring after delivering a better-than-anticipated sales forecast and announcing plans to cut thousands of jobs. The layoffs will affect fewer than 4,000 jobs, and the company will make strategic investments in areas such as silicon chips, fiber optics, security, and the use of AI by its own employees.
- Wolfspeed (WOLF) is rallying after thematic research firm Citrini touted chipmaker Wolfspeed as its “single-stock highlight,” discussing artificial intelligence infrastructure.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Burberry shares fell 4.3% after the UK maker of trenchcoats and scarves posted earnings that JPMorgan analysts deemed insufficient to satisfy high investor expectations amid the company’s turnaround under Chief Executive Joshua Schulman.
- 3i Group shares fall as much as 25%, the steepest drop since January 2009, after the private equity group flagged slowing sales growth at its discount retailer Action. RBC analysts said the retailer, 3i’s largest single investment, has left itself much to do in the second half to meet its guidance.
- Watches of Switzerland shares rise as much as 14%, hitting the highest since early 2024, after the watch retailer said annual adjusted Ebit will be ahead of its previous guidance.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Burberry shares fell 4.3% after the UK maker of trenchcoats and scarves posted earnings that JPMorgan analysts deemed insufficient to satisfy high investor expectations amid the company’s turnaround under Chief Executive Joshua Schulman.
- 3i Group shares fall as much as 25%, the steepest drop since January 2009, after the private equity group flagged slowing sales growth at its discount retailer Action. RBC analysts said the retailer, 3i’s largest single investment, has left itself much to do in the second half to meet its guidance.
- Telefonica shares rally as much as 5.8% after the telecom operator reported estimate-beating revenues in Spain with faster organic growth versus the December quarter.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Birkenstock (BIRK) shares closed down on the day after the footwear maker reported revenue and operating profit for the second quarter that missed consensus estimates. The war in the Middle East negatively impacted EMEA revenue by about €6 million and caused an estimated 300 basis-point headwind to the region’s growth in the quarter, the company said.
- Cisco (CSCO) delivered a better-than-anticipated forecast while also announcing plans to cut thousands of jobs, a move it said would help the company focus on a fast-growing AI market. The company’s restructuring plan will affect fewer than 4,000 jobs, or less than 5% of the total employee base, Chief Executive Officer Chuck Robbins said in a separate blog post. Cisco’s shares soared on the news, climbing as much as 16% in late trading. The stock had increased 32% this year through the close.
- Wix (WIX) shares dropped in trading on Wednesday, after the web-platform company reported first-quarter results that analysts view as disappointing.

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.

- Ford (F) stock surged Wednesday after Morgan Stanley issued a bullish call that the automaker’s energy storage business could soon make a deal with hyperscalers. Shares climbed 13%, cementing the stock’s biggest one-day gain since March 2020, and helping it turn positive for the year. “We believe that there is a fairly high likelihood that Ford signs an Energy Storage System supply agreement with large commercial customers, and potentially hyperscalers, over the next few months,” Morgan Stanley analyst Andrew Percoco said.

- Nvidia (NVDA) co-founder Jensen Huang joined US President Donald Trump on his visit to China as a last-minute addition, thrusting AI and technology into the spotlight before a high-stakes Beijing summit. Huang is among several US business leaders including Apple Inc.’s Tim Cook and Tesla Inc.’s Elon Musk on Trump’s first overseas trip since waging war in the Middle East — a 36-hour visit with Xi Jinping that’s expected to encompass the war, tariffs and the self-ruled island of Taiwan. The list of attendees until Tuesday had not included Huang, whose company makes the chips at the heart of the AI boom and has been pushing for greater leeway in a market he’s identified as a $50 billion opportunity. It’s unclear whether Trump will raise with Xi any concerns that relate specifically to Nvidia. Regardless, shares of Nvidia, as well as shares of other chipmakers rallied in trading on Wednesday.

- Cisco (CSCO) delivered a better-than-anticipated forecast while also announcing plans to cut thousands of jobs, a move it said would help the company focus on a fast-growing AI market. Revenue will be $16.7 billion to $16.9 billion in the period, which runs through July, the company said in a statement Wednesday. Excluding some items, earnings will be roughly $1.16 to $1.18 a share. Analysts estimated sales of $15.8 billion and profit of $1.07 a share, according to data compiled by Bloomberg. Cisco’s shares soared on the news, climbing as much as 16% in late trading. The stock had increased 32% this year through the close.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Ford (F) stock surged Wednesday after Morgan Stanley issued a bullish call that the automaker’s energy storage business could soon make a deal with hyperscalers. Shares climbed as much as 15% by 2:25 p.m. in New York, putting the stock on track for the biggest one-day gain since March 2020, and helping it turn positive for the year.
- ON Semi (ON) gained as part of a broader rally in chipmakers as supply for global memory chips, key to AI infrastructure build-outs, tightens further. This also comes ahead of Nvidia CEO Jensen Huang joining President Trump on his visit to China - giving the sector a further boost.
- Birkenstock (BIRK) shares traded lower after the footwear maker reported revenue and operating profit for the second quarter that missed consensus estimates. The war in the Middle East negatively impacted EMEA revenue by about €6 million and caused an estimated 300 basis-point headwind to the region’s growth in the quarter, the company said.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Micron (MU) shares gain. Shares in chipmakers, opticals and storage firms gain as supply for global memory chips, key to AI infrastructure build-outs, tightens further. The sector is also getting a boost as Nvidia’s Jensen Huang joined President Donald Trump on his visit to China.
- Akamai (AKAM) shares gain after BofA upgraded the company to buy from neutral. “The story has shifted from a legacy delivery network to a credible AI infrastructure platform,” and “large cloud infrastructure wins, including a $1.8bn, 7 year deal, signal real demand for distributed AI, not just narrative,” writes analyst Tal Liani.
- Trade Desk (TTD) shares fall after HSBC analyst Mohammed Khallouf cut his recommendation to reduce from hold, following the advertising-technology company’s disappointing earnings report issued after market close on May 7. Executives guided for for the slowest pace of revenue growth since its 2016 listing, Khallouf notes.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Nvidia (NVDA) shares rise. An upcoming meeting between US President Donald Trump and Chinese President Xi Jinping could impact stocks that have been setting records. Nvidia CEO Jensen Huang joins Trump on his trip. US investors seem largely unperturbed ahead of the talks, with the S&P 500 Index projected to move about 0.7% on each of the meeting days.
- Wix.com (WIX) slumps. The web-platform company reported first-quarter results that analysts view as disappointing. The company maintains previous full year 2026 outlook and continues to expect both bookings and revenue to grow at mid-teens percentage on a year-over-year basis.
- Birkenstock (BIRK) shares slide. The footwear maker reported revenue and operating profit for the second quarter that missed consensus estimates. The war in the Middle East negatively impacted EMEA revenue by about €6 million and caused an estimated 300 basis-point headwind to the region’s growth in the quarter, the company said.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Nvidia (NVDA) shares are higher on news CEO Jensen Huang joined US President Donald Trump on his visit to China as a last-minute addition, thrusting AI and technology into the spotlight before a high-stakes Beijing summit.
- Nebius Group (NBIS) is moving this morning as it reported revenue for the first quarter that beat the average analyst estimate.
- SoftBank (SFTBY) is up after it reported a surge in quarterly profit due to valuation gains on its OpenAI investment. The gains on OpenAI outweighed lackluster investment gains elsewhere in the Tokyo-based technology group’s portfolio while war in the Middle East roiled markets.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Nvidia (NVDA) shares are higher on news CEO Jensen Huang joined US President Donald Trump on his visit to China as a last-minute addition, thrusting AI and technology into the spotlight before a high-stakes Beijing summit.
- Micron Technology (MU) is higher this morning as investors bought the dip ahead of President Donald Trump's summit with Chinese leader Xi Jinping in Beijing, with a focus on rebounding chip stocks.
- Zebra Technologies (ZBRA) is higher as it was upgraded to overweight from sector weight at KeyBanc Capital Markets following strong 1Q26 results.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Intertek Group Plc is leaning toward recommending a fourth and final takeover offer from private equity firm EQT AB.
- ABN Amro Bank NV reported quarterly profit on surging fee income, easily beating expectations and sending shares higher.
- Adecco shares drop as much as 13%, hitting their lowest level in 33 years, after the recruitment company posted a disappointing margin in the first quarter and warned this will contract in the second.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shares of Vistry Group Plc plunged the most in more than two months after the UK housebuilder halted its buybacks and warned that the steps it’s taking to generate cash and slash debt will hit profits more than expected.
- Intertek Group Plc is leaning toward recommending a fourth and final takeover offer from private equity firm EQT AB.
- Siemens AG will repurchase as much as €6 billion ($7 billion) of shares after orders climbed against a difficult geopolitical backdrop including tariffs and rising inflation.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Gamestop (GME)  shares fell today after EBay Inc. rejected a $56 billion takeover offer from GameStop Corp. Chief Executive Officer Ryan Cohen, describing the unsolicited bid as “neither credible nor attractive.” EBay’s board turned down the offer after taking into account “uncertainty” around the financing plan, the operational risks involved and GameStop’s governance, Chairman Paul Pressler said in a letter addressed to Cohen. Pressler also cited GameStop’s executive incentives and a takeover’s potential impact on eBay’s long-term growth.

- Under Armour (UAA) stocks sank after its guidance for this year missed Wall Street projections, weighed down by exiting a partnership with NBA star Stephen Curry and a financial hit from the conflict in the Middle East. 

- Wendy's (WEN) shares jumped as much as 17% on Tuesday, the most intraday since Feb. 18, after Financial Times reported that Nelson Peltz’s Trian Fund Management is seeking investor backing for a bid to take the burger chain operator private. Analysts note that Trian last attempted to takeover the fast-food chain in 2022, though TD Cowen is skeptical that a deal gets done.

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.
- Ambiq (AMBQ) shares rose to a record high after the ultra-low-power semiconductor solutions provider reported better-than-expected results for its first quarter, and provided second quarter guidance that also topped expectations.
- EchoStar (SATS) shares drop as much as 5.1% after the Wall Street Journal reported that Alphabet Inc.’s Google is in talks with SpaceX for a rocket launch deal, citing people familiar with the discussions.
- Under Armour (UAA) sank after its guidance for this year missed Wall Street projections, weighed down by exiting a partnership with NBA star Stephen Curry and a financial hit from the conflict in the Middle East. The guidance shows that Under Armour’s turnaround is still a work in progress. On top of persistent sales declines, the company has been navigating the impact of tariffs and the split from Curry. The company has been working to restructure its business to reduce discounts and slim the product selection.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Intel (INTC) shares slipped in trading today amid a broader drop in semiconductor related stocks.
- Zebra Technologies (ZBRA) shares rallies in trading today, after the consumer electronics company reported first-quarter results that beat expectations and raised its full-year forecast for both adjusted earnings and free cash flow.
- Under Armour (UAA) sank after its guidance for this year missed Wall Street projections, weighed down by exiting a partnership with NBA star Stephen Curry and a financial hit from the conflict in the Middle East. Annual revenue will decline slightly, but it would have been little changed if the company still had the deal with Curry, the sporting-goods maker said Tuesday. Analysts on average projected a gain of about 2%.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Intel (INTC) shares drop. A scorching rally in Intel Corp. shares is threatening huge losses for traders wagering that they’re due to fall. But that isn’t stopping them from placing those bets. Short interest in Intel shares as a percentage of the company's float is near a 52-week high, despite the risk of betting against the stock.
- Qualcomm (QCOM) shares drop. Investors opted to lock in profits following a rally in chip stocks. The latest surge was boosted by continued investor enthusiasm over AI infrastructure build-outs.
- Lowe's (LOW) shares gain. Citi analyst Steven Zaccone raised his recommendation on the home improvement retailer to buy from neutral. In a note to clients, Zaccone cited several reasons for his more bullish view on Lowe’s, including his view that Lowe’s should beat 1Q street estimates (estimated to report around May 21) and continue to outperform the industry (and its top competitor Home Depot) in 2026.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- GameStop (GME) shares drop. EBay Inc. rejected a $56 billion takeover offer from GameStop Corp. Chief Executive Officer Ryan Cohen, describing the bid as “neither credible nor attractive.” EBay’s board turned down the offer due to “uncertainty” around the financing plan, operational risks, and GameStop’s governance, among other factors.
- Under Armour (UAA) sinks. Guidance for this year missed Wall Street projections, weighed down by exiting a partnership with NBA star Stephen Curry and a financial hit from the conflict in the Middle East. The guidance shows that Under Armour’s turnaround is still a work in progress. On top of persistent sales declines, the company has been navigating the impact of tariffs and the split from Curry
- Wendy's (WEN) shares jump after the Financial Times reported that Nelson Peltz’s Trian Fund Management is seeking investor backing for a bid to take the burger chain operator private. Trian in recent weeks has held discussions with outside investors, including in the Middle East, about financing a potential takeover of the US fast-food chain.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Under Amrour (UAA) shares are sliding after it forecast adjusted earnings per share for 2027 amd the guidance missed the average analyst estimate.
- Wendy's (WEN) shares are gaining as Financial Times reports that Nelson Peltz’s Trian Fund Management is seeking investor backing for a bid to take the burger chain operator private.
- Hims & Hers (HIMS) shares are lower after reporting a first-quarter loss and sales that missed Wall Street estimates due to higher costs associated with its strategic pivot to branded weight-loss medications.

See omnystudio.com/listener for privacy information.