Stock Movers

On this episode of Stock Movers:

- Lockeed Martin (LMT) shares rise. US energy and defense stocks jump as the eruption of war in the Middle East roils global markets following US and Israeli attacks on Iran. Defense stocks have rallied over the past year as global tensions ratcheted higher, and new conflict in the Middle East gives traders another reason to invest in the sector.

- Occidental Petroleum (OXY) shares rise. Shares of energy companies jumped Monday in trading as the conflict in the Middle East widened following the U.S. and Israel's strikes on Iran, pushing up oil prices.

- Norwegian Cruise Lines (NCLH) shares fall after the company said it expects full-year net yields to be little changed due to execution missteps in its commercial and deployment strategy. The company forecast earnings of $2.38 a share, less than the average analyst estimate of $2.59 a share.

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On this episode of Stock Movers:

- Lockeed Martin (LMT) shares rise. US energy and defense stocks jump as the eruption of war in the Middle East roils global markets following US and Israeli attacks on Iran. Defense stocks have rallied over the past year as global tensions ratcheted higher, and new conflict in the Middle East gives traders another reason to invest in the sector.

- American Airlines (AAL) shares drop. Shares of airlines, cruise operators and hoteliers fell on Monday as investors reacted to conflict in the Middle East. The conflict may stoke inflation, with traders grappling with the risk and its potential impact on various sectors.

- Nvidia (NVDA) shares gain after news the company agreed to invest $4 billion in two companies that develop data center optics that are essential for artificial intelligence systems. Nvidia will invest $2 billion apiece in Lumentum Holdings Inc. and Coherent Corp. in multi-year deals, it said in separate statements on Monday. 

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On this episode of Stock Movers:

- Palantir Technologies (PLTR) is being upgraded to buy from neutral at UBS, the latest firm to turn more positive on the software company in the wake of its results. Stock up 0.3% in extended trading.

- Nvidia (NVDA) agreed to invest $4 billion in two companies that develop data center optics that are essential for artificial intelligence systems. Nvidia will invest $2 billion apiece in Lumentum Holdings Inc. and Coherent Corp. in multi-year deals, it said in separate statements on Monday. Both deals include purchase agreements and access rights for advanced laser components. The money will go to support research and development.

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

On this episode of Stock Movers: 

- US energy and defense stocks jump in premarket trading while airline shares fall, as the eruption of war in the Middle East roils global markets following US and Israeli attacks on Iran.

- Major energy companies saw strong gains across Asia and Europe Among US premarket gainers: Exxon Mobil +5.4%, Chevron +4.1%, APA +7.9%, Occidental Petroleum +6.6%, EQT +4.5% 

- Defense stocks have rallied over the past year as global tensions ratcheted higher, and new conflict in the Middle East gives traders another reason to invest in the sector 

- The increase in oil prices can raise fuel costs and squeeze margins for airlines, while the conflict also upends global travel

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shell rose as much as 5.2%,the most in three years. That's as oil surged the most in four years as traders gauged the impact of the effective closure of the Strait of Hormuz triggered by US and Israeli strikes against Iran.
- Global equities opened the week in risk-off mode following US and Israeli strikes on Iran. Defence contractor BAE Systems led gains in its sector jumping as much as 5.7%.
- IAG shares fall as much as 13% in their steepest decline since November 2021. That's as travel chaos extended through the Middle East and beyond amidst the conflict.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shell rose as much as 5.2%,the most in three years. That's as oil surged the most in four years as traders gauged the impact of the effective closure of the Strait of Hormuz triggered by US and Israeli strikes against Iran.
- Global equities opened the week in risk-off mode following US and Israeli strikes on Iran. Defence contractor BAE Systems led gains in its sector jumping as much as 5.7%.
- IAG shares fall as much as 13% in their steepest decline since November 2021. That's as travel chaos extended through the Middle East and beyond amidst the conflict.

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Big Tech earnings are still in focus with Target, Crowdstrike, and Broadcom all reporting in the coming days.
Bloomberg's Nathan Hager previews the numbers with Carmen Reinicke, Bloomberg Equities Reporter.

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

On this episode of Stock Movers:

-Block (XYZ) shares rally 17% after the financial technology company said it was reducing its workforce by nearly half in a bet on AI.

-Netflix (NFLX) stock jumped Friday after the internet television network abandoned its costly bid to buy the studio and streaming units of Warner Bros. Discovery.

- Nvidia (NVDA) was under pressure after OpenAI announced that it had completed a funding round, raising $110 billion. Key investors include SoftBank and Nvidia, both of which have invested $30 billion each, and Amazon, which took a $50 billon stake in the ChatGPT startup.Nvidia fell more than 3%, extending an earnings sell-off on Thursday.

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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, Bailey Lipshultz, Carol Massar and Tim Stenovec

- Block (XYZ) shares rally 17% after the financial technology company said it was reducing its workforce by nearly half in a bet on AI.
- Netflix (NFLX) shares rise 8.5% after the streaming giant dropped out of the fight to buy Warner Bros. Discovery, effectively ending the bidding war for the Hollywood studio.

- Shares of Blue Owl Capital (OWL) are on track for their biggest monthly decline in nearly four years, as investor anxiety grows over turbulence in the $1.8 trillion private credit industry. Blue Owl’s stock is down 18% so far in February, putting it on pace for the worst monthly performance since June 2022, according to data compiled by Bloomberg.

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

On this episode of Stock Movers:

-Block (XYZ) shares rally after the financial technology company said it was reducing its workforce by nearly half in a bet on AI. Jack Dorsey’s firm also raised its full-year outlook for gross profit, which was already above the average analyst estimate.

-Duolingo (DUOL) shares tumble after the language-learning software company gave a full-year outlook that is below expectations. The stock has dropped 33% this year, as of the last close, as investors fret about the prospect of AI-related disruption. Multiple firms downgraded the stock.

- FIGS (FIGS) Inc shares are climbing after the company delivered a standout fourth-quarter report that blew past Wall Street expectations. FIGS posted earnings of 10 cents per share, far above the 2 cent estimate, and revenue of $201.9 million, which topped expectations by more than 22%.

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On this episode of Stock Movers:

- Block (XYZ) shares jump after the company announced that it's cutting 4,000 employees, reducing its workforce by nearly half, in a move the company describes as a bet on artificial intelligence changing the future of labor productivity.

- Trump Media & Technology (DJT) shares are up after the company said it is in talks to spin off businesses including Truth Social into a new public company following its pending merger with TAE Technologies.

- CoreWeave (CRWV) shares slide after a bigger-than-expected loss and boosting capital expenditures. CoreWeave has been taking on more debt to fund projects and is looking to raise about $8.5 billion from banks to help finance a build-out of cloud computing capacity for Meta.

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On this episode of Stock Movers:

- CoreWeave (CRWV) shares slide after the company reported a bigger-than-expected loss and boosting capital expenditures, spurring concerns about the company overspending on infrastructure. The loss widened to 89 cents a share in the fourth quarter, the company said in a statement Thursday.

- Dell (DELL) shares jump after the company gave an outlook for sales of its artificial intelligence servers that exceeded estimates. The company will generate about $50 billion in AI server revenue in the current fiscal year, and enters the year with a record backlog of $43 billion.

- Netflix (NFLX) shares rise after the streaming giant dropped out of the fight to buy Warner Bros. Discovery, effectively ending the bidding war for the Hollywood studio. Raymond James double downgrades Warner Bros., saying it’s now a traditional arb spread stock, while other analysts are positive about Netflix taking a decisive step to move on. 

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On this episode of Stock Movers:

- Block (XYZ) shares rally after the financial technology company said it was reducing its workforce by nearly half in a bet on AI. Jack Dorsey’s firm also raised its full-year outlook for gross profit, which was already above the average analyst estimate.

- Flutter (FLUT) shares fall after the gambling company reported fourth-quarter results that fell short of Wall Street estimates. Guidance for 2026 was worse than expected, according to analysts, who pointed to increasing competitive pressures in the US sports-betting market as a key concern.

- Duolingo (DUOL) shares tumble after the language-learning software company gave a full-year outlook that is below expectations. The stock has dropped 33% this year, as of the last close, as investors fret about the prospect of AI-related disruption. Multiple firms downgraded the stock.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Rightmove and its property portal peers will survive the artificial intelligence wave, with the technology presenting more of an opportunity than a threat for the sector, according to Chief Executive Officer Johan Svanstrom.
- Delivery Hero reported fourth-quarter orders that missed estimates as the Berlin-based food-delivery company faces stiff competition in key regions and calls from investors to sell all or some of its business.
- BASF announced more job cuts as the German manufacturer continues its cost-savings push in a difficult chemicals market.

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

On this episode of Stock Movers:
- Nvidia (NVDA) shares slide 3.6% on Thursday as the artificial intelligence chipmaker’s upbeat sales forecast gets a lackluster investor response. Analysts are positive about the results and note that investor concern surrounding demand durability might be overblown.

- Caesars Entertainment (CRZ) shares jump as much as 20%, the most intraday since Nov. 2020, after an FT report that the casino company is weighing takeover offers including a bid from Texas gaming and hospitality billionaire Tilman Fertitta.

- Jack Dorsey’s Block (XYZ) is cutting 4,000 employees, reducing its workforce by nearly half as the financial technology firm places a bet on artificial intelligence changing the future of labor productivity.Block has been restructuring its business model and staffing since 2024 as the company’s stock has lagged. At the same time, the company has invested heavily in artificial intelligence tools to run more efficiently, including building its own tool called Goose.

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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, Kristine Aquino, Carol Massar and Tim Stenovec

- Autodesk (ADSK) forecast adjusted earnings per share for the first quarter; the guidance beat the average analyst estimate.

- Duolingo (DUOL) shares are sinking 20% in extended trading, after the language-learning software company gave a full-year outlook that is below expectations. The stock is down 33% this year, as of the last close, as investors fret about the prospect of AI-related disruption.

- CoreWeave (CRWV) reported a bigger loss than anticipated, with a loss of 89 cents a share in the fourth quarter. The company's revenue rose to $1.57 billion, and it has contracts with clients such as OpenAI, Meta Platforms and Microsoft Corp.

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On this episode of Stock Movers:

- Nvidia (NVDA) shares drop after the company gave a first-quarter outlook that beat the average analyst estimate, due to concerns over a potential bubble. Investors are seeking stronger assurances that the booming spending on artificial intelligence processors can be maintained, with questions over whether Nvidia will remain dominant as AI shifts from training models to running everyday tasks.

- GoodRX (GDRX) shares slide after the health-care platform forecast revenue for 2026 that fell short of Wall Street’s expectations. It also gave an estimate for the lower bound of 2026 Ebitda that would be below expectations. Multiple analysts said they were surprised by the scale of margin deterioration implied by the profit outlook.

- Papa John’s (PZZA) shares drop after the pizza chain reported weaker-than-expected sales results, which reflect a “weak consumer backdrop and elevated promotional environment.” 

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On this episode of Stock Movers:

- Celsius (CELH) shares jump after the energy drink maker reported revenue and earnings per share for the fourth quarter that handily beat the consensus estimates.  “With an increasingly diverse consumer cohort buying energy drinks on a consistent basis, we see Alani Nu as a long-term growth driver to scale CELH’s portfolio, broaden its reach, and deepen relevance with these younger, more diverse consumers,” Stephens analyst Jim Salera writes

- Snowflake (SNOW) shares rise after the company gave an outlook for quarterly sales that was in line with estimates, disappointing investors who were looking for a stronger showing. Product revenue will be about $1.26 billion in the period ending in April, the company said, making up the majority of Snowflake’s total.

- Nvidia (NVDA) shares drop after the company gave a first-quarter outlook that beat the average analyst estimate, due to concerns over a potential bubble. Investors are seeking stronger assurances that the booming spending on artificial intelligence processors can be maintained, with questions over whether Nvidia will remain dominant as AI shifts from training models to running everyday tasks.

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On this episode of Stock Movers:

- Krispy Kreme (DNUT) expects leverage to decline further this year as it advances its turnaround plan following the end of its US partnership with McDonald’s Corp. The Charlotte., N.C.-based company projects net leverage at or below 5.5 times in 2026 while generating positive cash flow. Leverage stood at 6.7 times at the end of 2025 and is expected to fall below 6 by the end of the first quarter, Chief Executive Officer Josh Charlesworth said in an interview.

- Papa John’s (PZZA) Papa John’s International Inc. shares slid after sales shrunk more than expected and the pizza chain’s outlook for the year also trailed estimates, suggesting customers are increasingly skimping on its fast-food pizza.

- Nutanix (NTNX) shares are soaring after Advanced Micro Devices said it will buy $150 million in the software company’s stock as part of a new partnership. The news was seen as overshadowing a reduced full-year forecast.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- London Stock Exchange Group shares rise as much as 5.0% as the exchange operator issues strong guidance and unveils plans for a further £3 billion ($4.1 billion) buyback.
- Engie shares rose as much as 7.6% after it agreed to buy the UK’s largest power-distribution network for £10.5 billion ($14.2 billion) from Hong Kong billionaire Victor Li’s CK Group
- Schneider Electric gains as much as 2.4% after earnings, with analysts saying both fourth-quarter figures and 2026 outlook hold few surprises, but still sees a solid showing from the French electrical equipment maker. While outlook appears somewhat reserved, analysts say that this could be a prudent measure by management.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Rolls-Royce shares rise as much as 8.4%, hitting a record high, after the UK-based engine maker said it was planning a major share buyback and raised its mid-term earnings targets. Bernstein called the guidance ambitious.
- Puma gains as much as 5% after the German sporting goods and apparel retailer posted results that showed early signs of a long-awaited recovery, particularly driven by a strong performance in its Asian market.
- WPP is targeting £500 million ($678 million) in annual cost savings by 2028 as part of a sweeping restructuring that the embattled British advertising group hopes will help it to return to growth next year. WPP shares fell 5.6% to 257.2 pence at 08:33 a.m. in London on Thursday. They are down 67% over the past year.

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

On this episode of Stock Movers, we focus on three major earnings reports:

- Nvidia (NVDA) the world’s most valuable company, gave another bullish quarterly revenue forecast, signaling that the massive build-out of AI computing remains on track. Fiscal first-quarter sales will be about $78 billion, the chipmaker said in a statement Wednesday. That compares with an average Wall Street estimate of $72.8 billion, according to data compiled by Bloomberg. The outlook helped soothe concerns about a bubble in AI investments. Huang has repeatedly downplayed fears that the run-up in spending on artificial intelligence hardware isn’t sustainable. He argues that it will take years to replace the world’s installed base of older computers with machines that offer a leap forward in productivity. Nvidia shares, among the 10 worst-performing chipmaker stocks this year, rose about 4% in extended trading following the announcement.

- Salesforce (CRM) gave a lukewarm outlook for sales growth in the new fiscal year, fueling Wall Street’s worries that the software giant will lose out to new competitors in the age of AI. Revenue will be about $46 billion in the fiscal year ending in January 2027, the company said Wednesday in a statement. The forecast was in line with the analysts’ estimates, but failed to impress investors. The shares declined about 3% in extended trading after closing at $191.75 in New York.

- Salesforce (SNOW) gave an outlook for quarterly sales that was in line with estimates, disappointing investors who were looking for a stronger showing to overcome jitters about the software industry’s viability in the age of AI. Product revenue will be about $1.26 billion in the period ending in April, the company said Wednesday in a statement. Product revenue makes up the majority of Snowflake’s total and is closely watched by investors. The shares fell about 2% in extended trading after closing at $169.21 in New York. The stock had declined about 23% this year as Wall Street has grown broadly anxious about the potential for AI-driven disruption in the software industry.

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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.

- Salesforce (CRM) gave a lukewarm outlook for sales growth in the new fiscal year, fueling Wall Street’s worries that the software giant will lose out to new competitors in the age of AI. Revenue will be about $46 billion in the fiscal year ending in January 2027, the company said Wednesday in a statement. The forecast was in line with the analysts’ estimates, but failed to impress investors. The shares declined about 3% in extended trading after closing at $191.75 in New York.

-Cava (CAVA) shares jumped the most intraday since August 2024, after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative.

-Lowe's (LOW) forecast sales guidance for the full year that fell short of expectations, a sign the housing market will remain lackluster in the near term due to high borrowing costs and economic volatility. The company said it expects comparable sales to be flat to as much as 2% higher compared with the prior year. The midpoint of that range is lower than what Wall Street analysts were expecting for the period. Lowe’s comparable sales and adjusted earnings for the fourth quarter ended Jan. 30 beat estimates. Shares fell on Wednesday in regular trading in New York. The stock had gained about 16% this year, outpacing the S&P 500 Index.

The team also covered a big round of earnings, including from: Trade Desk, Chime Financial, Zoom and Snowflake.

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

On this episode of Stock Movers:
- Stocks exposed to the US housing market plummeted Wednesday as investors assessed grim outlooks from companies like home improvement retailer Lowe’s Cos Inc., and weighed the lack of a housing policy update during President Donald Trump’s State of the Union speech. The S&P composite homebuilder index shed as much as 5.2%, the most since last April’s tariff-related market meltdown. The declines were led by Green Brick Partners Inc., Lennar Corp., Champion Homes Inc., Dream Finders Homes Inc., Installed Building Products Inc., DR Horton Inc. and TopBuild Corp. Mortgage-exposed companies like Rocket Cos Inc. fell as well.

- Netflix (NFLX) shares are rallying on Wednesday, as investors continue to monitor the bidding war between the company and Paramount Skydance for Warner Bros. Discovery.

- Nvidia is helping to lead the U.S. stock market higher on Wednesday, ahead of the chip company's highly anticipated profit report coming after trading ends for the day. The S&P 500 rose 0.8% and recovered its losses from earlier in the week, when stocks swung sharply as investors tried to separate potential losers from winners in the artificial-intelligence boom.

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On this episode of Stock Movers:

- Cava Group (CAVA) shares soar after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative.

- Lowe's (LOW) shares drop after the company forecasted sales guidance for the full year that fell short of expectations due to high borrowing costs and economic volatility. The company expects comparable sales to be flat to as much as 2% higher compared with the prior year, with the midpoint of that range lower than Wall Street analysts' expectations.

- Workday (WDAY) shares drop after Workday Chief Executive Officer Aneel Bhusri said leading AI companies like Anthropic — which investors fear will disrupt the software industry — actually use his company’s products.

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On this episode of Stock Movers:

- Hewlett Packard (HP) shares drop after the company gave a profit outlook for the current quarter that may fall short of estimates, citing tariffs and the rising price of memory chips.

- Circle Internet (CRCL) shares surge after the company said strong demand for its stablecoin bolstered profit and revenue during the fourth-quarter downturn in digital assets. Revenue increased 77% to $770 million from the year-earlier period, and net income was $133 million, or 43 cents a share, with adjusted earnings beating consensus estimates.

- First Solar (FSLR) shares slump after the company reported a 2026 net sales forecast which missed the average analyst estimate. Baird analyst Ben Kallo downgraded the stock on mixed 4Q results “and several question marks in forward outlook” as management comments have left him “incrementally negative” as the company remains hesitant with booking new business.

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

On this episode of Stock Movers:

- Workday (WDAY) declines after giving a subscription revenue guidance that missed expectations, adding to investor concerns that a rise of AI automation tools is disrupting traditional software vendors. It’s also seeing operating margins tempered by higher investments into agentic AI features for the time being.

- Cava Group (CAVA) shares rise after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Diageo cut its guidance for the second time this fiscal year as the British distiller struggles to revive demand in the US and China, in an early challenge for new Chief Executive Officer Dave Lewis.
- Banco Santander vowed to grow net income to more than €20 billion ($23.6 billion) in 2028, ratcheting up its financial goals shortly after announcing the acquisition of US lender Webster Financial Corp.
- Trainline shares fall as much as 8.5%, hitting the lowest level since March 2022, after the online train ticketing platform announced that CEO Jody Ford intends to step down after five years in the role. The change of leadership is “untimely,” according to JPMorgan analysts.

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

On this episode of Stock Movers:
- HSBC reported better-than-estimated earnings for 2025 as Europe’s largest bank closed out a year in which its market value broke through £200 billion ($270 billion) for the first time in its history.
- Aston Martin will cut as much as a fifth of its roughly 3,000 workforce, as the ailing luxury-car maker grapples with an elusive turnaround made harder by US President Donald Trump’s tariffs.
- Diageo cut its guidance for the second time this fiscal year as the British distiller struggles to revive demand in the US and China, in an early challenge for new Chief Executive Officer Dave Lewis.

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

On this episode of Stock Movers:
- Cava Group (CAVA) reported fourth-quarter sales growth and gave a rosy outlook for 2026, outperforming its fast-casual rivals and bucking expectations for a slowdown. Sales from established restaurants are seen expanding 3% to 5% this year, with the company citing price increases and customers opting for more expensive options as helping to offset a decline in store visits. Cava shares jumped 9.2% after the close of regular trading in New York, with the stock having advanced nearly 16% so far this year.

- PayPal (PYPL) closed up 6.7% to $47.01 in New York Tuesday, giving it a market value of $43.3 billion after Bloomberg reported that Stripe is considering an acquisition of all or parts of PayPal Holdings Inc., according to people familiar with the matter. The deliberations are early and there's no certainty they'll lead to a transaction, the people said.

- Novo Nordisk (NOV) next-generation weight-loss drug CagriSema had disappointing trial results, sparking calls for a radical shift in the company's strategy. Some investors are urging Novo to diversify away from diabetes and obesity, citing the risk of relying on these two areas, and suggesting fields such as rare diseases, heart disease, or cancer treatment.

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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, Kristine Aquino, Carol Massar and Tim Stenovec

- Advanced Micro Devices (AMD) shares rise after news that Meta Platforms will deploy data center gear based on processors from AMD in a deal worth “double-digit billions” of dollars per gigawatt.

- Texas Instruments (TXN) shares slid nearly 5% after the chipmaker indicated that spending on new plants and equipment will remain higher than some investors had anticipated. During a presentation Tuesday, the company said that the expenditures will be $2 billion to $3 billion this year, reiterating a previous stance. The target for 2027 and beyond “depends on revenue and expected growth,” it said.

- Keysight Technologies (KEYS) shares jump 17% in premarket trading after the measurement instruments company guided for above-20% growth for revenue and earnings in FY26, beating estimates. Booming AI workloads, along with faster growth in other business areas including wireless and defense, are all boosting growth, according to analysts.

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

On this episode of Stock Movers:
- Home Depot (HD) shares rise after the company reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain.
-Advanced Micro Devices (AMD) shares gain after news Meta Platforms will deploy data center gear based on processors from AMD in a deal worth “double-digit billions” of dollars per gigawatt.
- Novo Nordisk (NOVOB) next-generation weight-loss drug CagriSema had disappointing trial results, sparking calls for a radical shift in the company's strategy. Some investors are urging Novo to diversify away from diabetes and obesity, citing the risk of relying on these two areas, and suggesting fields such as rare diseases, heart disease, or cancer treatment.

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On this episode of Stock Movers:

- Home Depot (HD) shares rise after the company reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain.

- Advanced Micro Devices (AMD) shares gain after news Meta Platforms will deploy data center gear based on processors from AMD  in a deal worth “double-digit billions” of dollars per gigawatt.

- Intuit (INTU) shares rise after news that the company announced a multi-year partnership with Anthropic to bring custom AI agents to mid-market businesses and deliver personalized experiences for consumers and businesses.

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On this episode of Stock Movers:

- Advanced Micro Devices (AMD) shares rise after news that Meta Platforms will deploy data center gear based on processors from AMD in a deal worth “double-digit billions” of dollars per gigawatt.

- Warner Bros. Discovery (WBD) is considering a new takeover proposal from Paramount Skydance Corp., the latest salvo in a months-long battle for control of one of Hollywood’s most famed studios. The parent of HBO and CNN said its board will review the proposal and respond, according to a statement Tuesday

- Eli Lilly (LLY) shares fall after news Novo Nordisk plans to slash the US list prices for its medicines Wegovy and Ozempic next year. The monthly price will be set at $675, a cut of as much as 50%, to make the medicines more competitive in the obesity market.

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

On this episode of Stock Movers:

- Keurig Dr Pepper (KDP)  offered an upbeat forecast for its full-year sales, saying it expected a boost from its planned purchase of Dutch coffee maker JDE Peet’s NV later in 2026.
The soda and coffee company said it expected net sales between $25.9 billion and $26.4 billion for 2026, topping analysts’ expectations of $18.5 billion.

- Planet Fitness (PLNT) shares are down after the operator of fitness clubs gave an outlook for 2026 adjusted Ebitda growth that implies the profit measure will fall short of Wall Street expectations. 

- Hims & Hers Health (HIMS) shares fall on continued uncertainty about whether the telehealth company can keep selling copycat weight-loss drugs that are mired in legal and regulatory risks.

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

On this episode of Stock Movers:
- Home Depot (HD) reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain. Comparable sales, which track performance at locations open at least a year, rose 0.4% in the quarter ended Feb. 1, better than the average of estimates compiled by Bloomberg. Earnings per share, excluding some items, also outpaced expectations in the period.
- Paramount Skydance (PSKY) raised its offer to buy Warner Bros. Discovery (WBD), extending the long-running battle for one of Hollywood’s iconic studios, according to people familiar with the matter.The new, unspecified bid improves on the $30-a-share, all-cash proposal that Paramount took directly to Warner Bros. shareholders on Dec. 8 and addresses some of the company’s concerns with previous Paramount bids, according to the people, who asked to not be identified because the details aren’t public. Those concerns include greater certainty of Paramount financing.
- Keysight Technologies (KEYS) rise in trading after the company reported EPS and sales above estimate.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Standard Chartered announced a fresh $1.5 billion share buyback as it reported weaker-than-estimated fourth-quarter earnings, weeks after its share price was hit by the surprise departure of its chief financial officer.
- Telefónica posted fourth-quarter earnings that met analyst estimates as growth in Spain and Brazil offset weakness in other European markets.
- Unite plunged the most in more than four months after the UK student housing landlord’s full-year results showed a protracted slump in demand from international applicants.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
-  Novo Nordisk’s next-generation weight-loss drug CagriSema isn’t even on the market yet, but the company’s chief executive officer is already batting back suggestions that the drug is obsolete following the release of disappointing trial results on Monday. 
- Fresenius Medical Care  fell after it posted a disappointing outlook where it expects broadly flat revenue and said profit could potentially decline this fiscal year.
- Telefónica posted fourth-quarter earnings that met analyst estimates as growth in Spain and Brazil offset weakness in other European markets.

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On today's episode of Stock Movers:

- Shares of PayPal (PYPL) rose after a report suggested that its days as a standalone public company may be numbered, with its stock being described as "deeply undervalued" The company has fielded meetings with banks amid unsolicited interest from suitors, with at least one large rival looking at the whole company and others interested in certain PayPal assets.

- American Express (AXP) dragged the Dow Jones Industrial Average lower on Monday afternoon as investors responded to a bleak 2027 AI-driven recession scenario published by Citrini Research, a firm that offers thematic and global macro trading ideas.

- Domino’s Pizza Inc. shares jumped after the company reported a larger-than-expected rise in comparable sales, as consumers were drawn to the pizza chain’s budget-friendly pies. Domino’s US same-store sales for the fourth quarter rose 3.7% in the quarter, above the 3.3% increase projected by analysts, fueled by demand for its stuffed crust pizzas and its “Best Deal Ever” pizza promotion

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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 Emily Graffeo.

- IBM (IBM) shares plunged on Monday, after the artificial intelligence startup Anthropic said its Claude Code tool can help with modernizing COBOL, a dated programming language that’s mainly run on IBM computers. Shares sank 13% in their biggest one-day percentage loss since October 2000. With the decline, the stock is now down 27% in February, on track for its biggest one-month percentage decline since at least 1968, according to data compiled by Bloomberg.

-Arcellx (ACLX) shares surge as much as 78% — a record — to an all-time high after Gilead Sciences agreed to acquire the biotech company for $115 per share in cash and one contingent value right of $5 per share. Stifel views the deal as a “a near-term better-case scenario” for Arcellx.

DoorDash (DASH) stock slid Monday as investors reacted to a viral post from a research group describing the food-delivery company as a "poster child" for risks from AI agents. A company cofounder responded on X after the report sparked debate on the social media platform over the weekend.

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On this episode of Stock Movers:

- Deere (DE) shares fall after Jefferies downgraded the company, saying the stock is pricing in a rebound in the farm economy that appears “elusive.” A downturn should reach its worst point this year, but analyst Stephen Volkmann says troughs have lasted years in the past and farmers face high costs and a volatile trade environment.

- Veris Residential (VRE) shares climb the most intraday since July 2023, after saying it will be acquired by an investor consortium led by Affinius Capital in partnership with Vista Hill Partners, in an all-cash transaction for $19 per share.

- Vanda Pharmaceuticals (VNDA) shares surge after the US FDA approved the firm’s oral medication for treating manic or mixed episodes in bipolar I disorder and schizophrenia in adults.

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On this episode of Stock Movers:

-  Novo Nordisk (NVO) shares sink after its' next-generation obesity shot CagriSema delivered less weight loss than Eli Lilly & Co.’s rival blockbuster tirzepatide in a head-to-head trial.

- Domino's Pizza (DPZ) shares rise after the company reported a larger-than-expected rise in comparable sales, as consumers were drawn to the pizza chain’s budget-friendly pies. The Ann Arbor, Michigan-based company made more money by selling more food to its stores, charging higher prices for ingredients and collecting more fees from franchise operators for advertising and royalties, it said in a Monday statement. 

- International Paper (IP) shares fall as analysts note that a surprise price drop in domestic containerboard is negative for US packaging companies. 

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

On this episode of Stock Movers:

- Gilead Sciences Inc. agreed to buy US cancer-focused biotech Arcellx Inc. for as much as $7.8 billion as it seeks to boost its drug pipeline. Gilead, which owns 11.5% of Arcellx’s outstanding stock, will pay $115 per share in cash, with a contingent payment of $5 per share dependent on future sales, it said Monday. The price is almost double Arcellx’s Friday closing price. Shares of Arcellx rose as much as 78% to $114.18 in premarket trading in New York, while Gilead’s stock slipped about 0.6%.

- Novo Nordisk A/S’s next-generation obesity shot delivered less weight loss than Eli Lilly & Co.’s rival blockbuster in yet another blow to the Danish company’s attempts to regain lost ground in the weight-loss market. People treated with a standard dose of Novo’s CagriSema in a trial achieved 20.2% weight loss after 84 weeks, compared with 23.6% for Lilly’s tirzepatide. Novo’s shares plunged as much as 16.5% in Copenhagen on Monday, while Lilly shares rose as much as 4.2% in premarket US trading.

- Domino's Pizza posted another quarter with strong comparable-sales growth and new restaurant openings, which sent the stock higher Monday. Still, shares have been trading at their lowest levels in more than two years as investors remain cautious about the restaurant sector. For the fourth quarter ended in December, the pizza chain grew its net revenue by 6.4% from a year ago to $1.54 billion, beating Wall Street's consensus expectations of $1.52 billion. Earnings came in at $5.35 per share, up 9.4% from a year earlier, but slightly below the expected $5.38, the company said Monday.

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

On this episode of Stock Movers:
- Shares of Gilead Sciences (GILD) slipped in premarket trading after the company agreed to buy biotech firm Arcellx Inc. (ACLX) in a deal with an equity value of up to $7.8 billion as the US drugmaker seeks to boost its cancer drug pipeline. Gilead, which owns 11.5% of Arcellx’s outstanding stock, will pay $115 per share in cash, with a contingent payment of $5 per share dependent on future sales, according to a statement Monday. The price is almost double Arcellx’s closing price on Friday.
- Shares of Merck & Co. (MRK) rallied ahead of the US market open after the Wall Street Journal reported the company plans to split its main pharmaceutical unit in two as it prepares for the approaching patent expiry of its best-selling drug. The US drugmaker will separate its human-health division into a business that will house its cancer medications — including blockbuster immunotherapy Keytruda — and another for its non-cancer therapies, such as the HPV vaccine Gardasil, the newspaper reported.
- Shares of Domino's Pizza (DPZ) jumped premarket after the company reported a larger-than-expected rise in comparable sales, as consumers were drawn to the pizza chain’s budget-friendly pies. The Ann Arbor, Michigan-based company made more money by selling more food to its stores, charging higher prices for ingredients and collecting more fees from franchise operators for advertising and royalties, it said in a Monday statement.

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

On this episode of Stock Movers:
- Novo Nordisk says Cagrisema fell short of Lilly’s Zepbound in trial, sending shares into freefall.
- Johnson Matthey shares fall as much as 17%, most since 2021, after Honeywell cut the price it’s paying for the UK company’s Catalyst Technologies business.
- ABN Amro Bank shares rose as much as 3.7%, the most since November, after BofA Global Research raises its recommendation on the lender to buy from neutral, noting attractive valuation and improved profitability that could lead to more buybacks.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Johnson Matthey shares fall as much as 17%, most since 2021, after Honeywell cut the price it’s paying for the UK company’s Catalyst Technologies business.
- Enel plans to deepen its commitments in the US and Europe over the next three years, with a fresh wave of investments in renewable energy projects such as wind power and battery storage.
- SAP's among the european software and cybersecurity stocks falling, tracking price moves among US peers on Friday, after Anthropic introduced a new security feature for its Claude AI model.

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Big Tech earnings are still in focus with Home Depot, HP, and Dell all reporting in the coming days.
Bloomberg's Nathan Hager previews the numbers with Kristine Aquino, Bloomberg Managing Editor for Markets Live.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Genuine Parts (GPC) slipped after it announced it would split itself in two, separating its automotive parts and repairs business and its industrial distributing arm into separate companies. The company is best known for its Napa Auto Parts retail operations. Genuine Parts in September struck a deal with activist investor Elliott to add new directors to the board.
- Omnicom (OMC) shares surged over the week, rising as much as 12% in trading on Thursday for its biggest intraday advance since February 2022. Traders were enthusiastic about the advertising agency after it reported fourth-quarter revenue that beat estimates. The company’s board also authorized a $5 billion share buyback.
- Blue Owl (OWL) shares continue to tumble after it restricted withdrawals from one of its retail focused private credit funds, a fresh blow to a sector that’s faced heightened scrutiny in recent weeks. Blue Owl’s decision highlights a key risk for retail investors drawn to private credit: such funds offer less liquidity than public markets, and firms can block their investors from cashing in.

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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 Emily Graffeo.

- Alphabet (GOOGL) shares rallied on reporting from the Wall Street Journal that the tech giant is in talks to expand the market for its AI chips.

- Walmart (WMT) shares extended their slump following an earnings release that disappointed Wall Street. Walmart forecast less growth in earnings this year than traders were expecting, citing the need for flexibility in unpredictable times for consumers. Today, HSBC cut the recommendation on the retailer to hold from buy.

- CoreWeave (CRWV) shares tumbled in Friday trading after Business Insider reported that Blue Owl Capital was unable to secure financing for a $4 billion data-center project that will be occupied by the cloud-computing provider.

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