Stock Movers

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

On this episode of Stock Movers:

- Walmart (WMT) shares slipped after it issued an earning forecast that missed estimates. The world's largest retailer forecast less growth in earnings this year than Wall Street was expecting, citing the need for flexibility in unpredictable times for consumers. Walmart’s conservatism reflects the unusual state of the US economy, which is expanding at a solid clip but seeing little employment growth. New Chief Executive Officer John Furner aims to keep gaining market share by keeping prices low and continuing momentum in online delivery services.

- 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.

- 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.

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

On this episode of Stock Movers:

- Blue Owl Capital (OWL) shares tumbled after a decision to restrict withdrawals from one of its private credit funds raised fresh concern over the risks bubbling under the surface of the $1.8 trillion market.
Shares of the alternative asset manager fell about 10% on Thursday to their lowest level in two and a half years.

- Grail (GRAL) shares tumble after the early cancer detection test maker said Galleri, its multi-cancer screener, failed to meet its primary endpoint of statistically significant reduction in combined Stage III and IV cancer. The firm also reported earnings.

- Opendoor Technologies (OPEN) shares rise as the online marketplace for residential real estate reported revenue for the fourth quarter that beat the average analyst estimate. Bloomberg Intelligence notes that Opendoor’s platform turnaround bolsters growth. 

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Opendoor Technologies (OPEN) shares spike as the online marketplace for residential real estate reported revenue for the fourth quarter that beat the average analyst estimate.
- Newmont (NEM) shares drop after the world’s biggest gold miner said it expects to produce less bullion this year, due to planned upgrades at some of its managed mines and lower output at two joint ventures with Barrick Mining.
- Transocean (RIG) reported adjusted earnings per share for the fourth quarter that missed the average analyst estimate.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Aston Martin Lagonda Global Holdings issued another profit warning, underscoring the challenge facing Canadian billionaire Lawrence Stroll as he tries to turn around the ailing luxury-car maker.
- Construction firm Kingspan Group generated record revenue as its data center business mushroomed, offsetting weaker activity in the residential sector.
_-Anglo American took yet another write down on its struggling De Beers unit as one of the diamond industry’s deepest ever crises continued to weigh on the miner’s profits.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Moncler shares gain as much as 13%, the most since September 2024, after the maker of high-end puffer jackets reported results that Barclays said were significantly ahead of estimates.
- Kingspan shares climb as much as 9.4%, touching their highest level since 2024, after the construction firm generated record revenue and said the part of its business that builds infrastructure for data centers has an “extraordinary pipeline.”
- Danone reported higher sales in the fourth quarter, buoyed by protein-rich yogurts and fortified drinks for cancer patients.

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

On this episode of Stock Movers:

-Grail (GRAL) (after hours) stock plunged 30% postmarket after the early cancer detection test maker said Galleri, its multi-cancer screener, failed to meet its primary endpoint of statistically significant reduction in combined Stage III and IV cancer. The firm also reported earnings.

-Deere (DE) shares climbed the most in six years as the world’s largest farm-machinery maker boosted its annual profit outlook, anticipating a long-awaited upturn in the agriculture economy. 

-Herbalife (HLF) stocks jumped after Cristiano Ronaldo, football’s first billionaire, announced he is putting a small part of his personal fortune into a new health and wellness tracking service owned by Herbalife.

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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.

- Akami Technologies (AKAM) shares are down 7% in extended trading, after the software company gave an outlook for adjusted earnings that is weaker than expected for both the first quarter and the full year.

- Deere (DEER) shares climbed the most in six years as the world’s largest farm-machinery maker boosted its annual profit outlook, anticipating a long-awaited upturn in the agriculture economy. Deere shares rose as much as 13%, the most intraday since March 2020, to an all-time high. The stock, one of the biggest gainers in the S&P 500 on Thursday, has rallied 44% this year on increased hopes for a recovery.

- Klarna (KLAR) has reported two consecutive quarters of losses and is struggling to convince investors to hold on for future profit, less than six month after its initial public offering. Shares in the payments firm are on course for their worst day since listing after Klarna reported a pretax loss of $241 million for last year, even as it pulled in record revenue. As the Stockholm-headquartered firm has expanded beyond its original buy-now-pay-later product into more lucrative longer-term credit, it’s had to set aside more money for potentially souring loans. Klarna has also increased its spending on technology, product development and marketing. In 2024, the firm reeled in a pretax profit of $33 million.

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

On this episode of Stock Movers:

- Cheesecake Factory (CAKE) shares fell after the restaurant chain’s comp sales during the fourth quarter came in below the average analyst estimate. The results spurred a downgrade at Stephens.

- Walmart (WMT) stocks dropped after citing a “hiring recession” and pressures on shoppers as it forecast less growth in earnings this year than Wall Street was expecting. “There’s a whole lot of the year to go in what’s still a pretty fluid, dynamic macro backdrop,” Chief Financial Officer John David Rainey said in an interview Thursday. “When you look at whatever your favorite macro statistic to point to is — the hiring recession, the fact that student delinquencies are up, there’s still trade uncertainty — we think it’s prudent to be somewhat measured with the outlook right now.”

- Wayfair (W) shares slumped as much as 16%, hitting a four-month low intraday, after the home goods retailer said it expects mid-single-digit topline growth year-over-year for the first quarter, which Jefferies considers to be conservative and attributable to colder weather to start the year. The company also said during the conference call that it sees 1Q gross margins “likely at the low end” of the 30% to 31% guidance range.

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On this episode of Stock Movers:

- Cheesecake Factory (CAKE) shares fell after the restaurant chain’s comp sales during the fourth quarter came in below the average analyst estimate.

- Walmart (WMT) shares slipped after issuing a forecast for full-year earnings that missed higher expectations, flagging the unpredictable state of trade and labor market conditions.

- Wayfair (W) shares slumped as active customers during the fourth quarter came in slightly below Street expectations. William Blair says the 6.9% growth in net revenue likely fell short of buy-side expectations. Peers RH, Arhaus and Williams-Sonoma also fell.

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On this episode of Stock Movers:

- Deere (DE) shares jumped as the world’s largest farm-machinery maker boosted its annual profit outlook, anticipating a long-awaited upturn in the agriculture economy. 

- Herbalife (HLF) shares are higher after news that Cristiano Ronaldo is investing in a digital platform owned by Herbalife, spending $7.5 million on a 10% stake in HBL Pro2col Software LLC.

- EBay (EBAY) shares rose on news that the company agreed to buy Depop for about $1.2 billion to attract younger shoppers and stand out in an increasingly cluttered e-commerce market.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
-Deere & Co. (DE) boosted its profit outlook for the year as the world’s largest farm-machinery maker anticipates the agriculture economy will get better soon.The company estimated net income between $4.5 billion and $5 billion, according to a Thursday statement. That’s above Deere’s initial outlook in November of between $4 billion and $4.75 billion, and compares to the Bloomberg estimate for $4.45 billion.
- Figma (FIG) shares jumped in extended trading after the creative software maker gave an annual revenue outlook that topped estimates, easing Wall Street anxiety that the business is threatened by the emergence of rival artificial intelligence products. Sales will be about $1.37 billion in 2026, the San Francisco-based company said Wednesday in a statement. Analysts, on average, projected $1.29 billion, according to data compiled by Bloomberg.
- EBay (EBAY) shares gain after the online marketplace forecast net revenue for the first quarter that surpassed Wall Street’s expectations. The firm also agreed to buy Depop from Etsy for about $1.2 billion in cash.

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

On this episode of Stock Movers:
- Air France-KLM shares rose the most since April after the carrier reported better-than-expected earnings in the fourth quarter and said it remained upbeat about lucrative North Atlantic routes despite heightened geopolitical tensions.
- Airbus shares fall as much as 7% after the European planemaker and defense group forecast commercial aircraft deliveries for 2026 of about 870 planes, lower than most previous estimates.
- Rio Tinto Group, which walked away from a tie-up with Glencore Plc earlier this month, posted flat full-year profit, as improvements in copper and aluminum failed to offset a combination of one-off restructuring costs, US tariffs and China’s drag on its key iron ore unit.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Airbus faulted one of its main engine suppliers for failing to deliver the key component in sufficient quantities, forcing the plane maker to pare back its ambitious production goals even as customers place record orders.
- Euronext expects costs to jump this year, driven by strategic investments and the recent acquisition of the Athens Stock Exchange.
- Nestle shares rise as much as 4.5%, the most since October, after what RBC described as a “decent” fourth-quarter print from the Swiss food giant.

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


On this episode of Stock Movers:

- eBay (EBAY) agreed to buy Depop for about $1.2 billion in an effort to attract younger shoppers and stand out in an increasingly cluttered e-commerce market. EBay is acquiring the secondhand marketplace from Etsy Inc., which bought Depop in 2021 for $1.6 billion. Depop, which eBay plans to continue to operate as a separate brand, has about 7 million buyers, 90% of whom are younger than 34, Chief Executive Officer Jamie Iannone said Wednesday in an interview. The acquisition will complement eBay’s fashion business, which generates about $10 billion in annual gross merchandise value, he said. EBay shares rose about 7% in extended trading after closing at $82.18 on Wednesday.

- Moderna (MRNA) saw its shares rise after the US Food and Drug Administration said it would review Moderna's flu shot made with mRNA technology - a reversal of a previous decision. The two sides agreed to move forward with a traditional review of the company’s shot for adults aged 50 to 64, and consider an accelerated approval for those aged 65 and older, the company said in a statement on Wednesday. The revised regulatory approach takes into account the agency’s criticisms that Moderna’s clinical trial wasn’t rigorous enough among the oldest patients when it refused to look at the application earlier.

- Vita Coco (COCO) shares slid the most intraday since May after the coconut water maker detailed several items that cloud visibility in 2026, including increased US promotions, timing shifts, potential price investments, and inventory adjustments.

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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.
Listen for a roundup of several companies delivering earnings:
- Booking (BKNG) with reported gross bookings for the fourth quarter that beat the average analyst estimate.
- Carvana (CNVA) posted strong profit growth in the fourth quarter that still missed Wall Street’s estimates due to higher-than-expected operating costs. Carvana’s shares fell more than 9% as of 4:06 p.m. in after-hours trading in New York. The stock had gained 23% in the 12 months through Tuesday’s close, more than the S&P 500 Index’s 12% advance.
- DoorDash (DASH) issued an earnings outlook that missed Wall Street’s expectations, with the delivery company warning that winter storms in the US and investments into growth areas will weigh on profits in the near term. Adjusted earnings before interest, taxes, depreciation and amortization for the first quarter will be $675 million to $775 million, the company said in a statement on Wednesday, falling far short of the average analyst estimate of $800.1 million. Shares of San Francisco-based DoorDash fell 7.2% in extended trading after closing at $173.38 in New York. The stock has been down about 23% so far this year.

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

On this episode of Stock Movers:

- Meta (META) has agreed to deploy “millions” of Nvidia processors over the next few years, tightening an already close relationship between two of the biggest companies in the artificial intelligence industry. Meta, which accounts for about 9% of Nvidia’s revenue, is committing to use more AI processors and networking equipment from the supplier, according to a statement Tuesday. For the first time, it also plans to rely on Nvidia’s Grace central processing units, or CPUs, at the heart of standalone computers. Shares of Meta rose in trading on Wednesday.

- Berkshire Hathaway (BRK/A) slashed its holding in Amazon.com Inc. by more than 75% in the fourth quarter, while also building a stake in the New York Times Co. — Warren Buffett’s last new bet as chief executive officer. The conglomerate acquired 5.1 million shares of the media publishing company in the three months through December, a stake worth $351.7 million at year-end, according to a regulatory filing Tuesday.

- Madison Square Garden Sports (MSGS) shares skyrocketed after the company said its board unanimously approved a plan to explore a possible spin-off that would separate its New York Knicks business from its New York Rangers business, creating two distinct publicly traded companies.

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On this episode of Stock Movers:

- Palo Alto (PANW) shares fell the most in two years after the cybersecurity company released a forecast for adjusted earnings that was weaker than anticipated. The company forecast adjusted earnings per share of $3.65 to $3.70 for the year and $78 cents to $80 cents for the third quarter.

- MSG Sports (MSGS) shares rise after news Madison Square Garden Sports Corp.'s board of directors approved a plan to explore spinning off the New York Knicks and New York Rangers to make it easier to attract investors to the teams.

-  Wingstop (WING) shares jumped after the company reported domestic same-store sales that contracted less than what was predicted, and better-than-expected earnings, easing fears of a marked slowdown at the chicken chain. 

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On this episode of Stock Movers:

- Garmin (GRMN) shares rise the most intraday since October 2024, after the consumer electronics maker forecast pro forma EPS for 2026 well above Wall Street estimates.

- MSG Sports (MSGS) shares rise after news Madison Square Garden Sports Corp.'s board of directors approved a plan to explore spinning off the New York Knicks and New York Rangers to make it easier to attract investors to the teams.

- Wingstop (WING) shares jumped after the company reported domestic same-store sales that contracted less than what was predicted, and better-than-expected earnings, easing fears of a marked slowdown at the chicken chain. 

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

On this episode of Stock Movers:

- Wingstop (WING) . shares jumped in premarket trading after the company reported domestic same-store sales that contracted less than what was predicted, and better-than-expected earnings, easing fears of a marked slowdown at the chicken chain.

- Analog Devices (ADI) reported adjusted earnings per share for the first quarter that beat the average analyst estimate.

- Bayer (BAYN GY) shares drop as much as 12%, the most since November 2024, amid uncertainty around attempts to settle lawsuits tied to Roundup weedkiller. The decline follows a 7.4% gain on Tuesday, and the shares remain up more than 65% since early November.

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On this episode of Stock Movers:
-Toll Brothers (TOL) fell short of analysts’ estimates for quarterly orders, signaling that fewer people are signing contracts to build homes as high prices and economic uncertainty hold some buyers back.The luxury home builder said Tuesday that it had 2,303 signed contracts for the three months ending Jan. 31, missing analyst estimates of 2,417 orders. The company maintained its home delivery guidance for 2026 of 10,300 to 10,700.
- Bayer (BAYER HB) shares drop as much as 9.4%, the most since August, amid uncertainty around attempts to settle lawsuits tied to Roundup weedkiller. The decline follows a 7.4% gain on Tuesday, and the shares remain up more than 70% since early November.
- Nvidia (NVDA) shares rise after Meta Platforms (META) agreed to deploy “millions” of the company’s processors over the next few years. Shares in the Facebook-owner also gain about 1%.

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

On this episode of Stock Movers:
- Shares in Mediobanca rise as much as 9%, the most since last April, after Banca Monte dei Paschi di Siena’s board approved a plan to pursue delisting the investment bank.
- Bayer agreed to pay more than $7 billion as part of a major push to resolve current and future cancer lawsuits over its top-selling Roundup weedkiller.
- Shares in British company Raspberry Pi Holdings Plc rose as much as 26% on investor optimism over how its simple personal computers could be used for artificial intelligence.

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

On this episode of Stock Movers:
- Glencore posted a drop in full-year profit as record copper prices failed to offset declining earnings from the commodity trader-cum-miner’s sprawling coal operations.
- BAE Systems predicted continued solid sales and earnings growth for the year after a record 2025, signaling the rapid expansion of defense budgets around the world shows little sign of abating.
_ Carrefour drops as much as 5% after delivering full-year results which are seen as slightly weaker than expected, with analysts flagging Ebit below consensus and free cash flow also disappointing.

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

On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:

- Compass Pathways (CMPS) shares surged Tuesday after the company said its psilocybin therapy for depression met its primarily goals in recent trials.

- Masimo (MASI) stocks spiked around 34% in enormous volume on news that it would be acquired by Danaher for $180 a share in cash, or about $9.9 billion.

- General Mills (GIS) shares slide 3.4% after the packaged foods company cut its adj. earnings per share (constant currency) and organic net sales forecasts for the full year.

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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 Katie Greifeld, Romaine Bostick, Carol Massar and Tim Stenovec.

- Masimo (MASI) stocks spiked around 34% in enormous volume on news that it would be acquired by Danaher for $180 a share in cash, or about $9.9 billion.

- TripAdvisor (TRIP) shares rose as much as 8.6%, the most intraday since Nov. 21, after Starboard Value LP delivered a letter to the online travel platform’s leadership highlighting prolonged underperformance and announced plans to nominate a majority slate of director candidates for the 2026 annual meeting.

- Genuine Parts (GPC) shares slump as much as 12% Tuesday — the most intraday since October 2024 — after the provider of automotive and industrial parts reported fourth-quarter sales and profit that fell short of Wall Street’s expectations. The firm also said it plans to separate its automotive and industrial businesses into two companies.

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On this episode of Stock Movers:

- Warner Bros Discovery (WBD) shares rise after news Paramount proposed raising its bid and sweetened other terms of its offer. Netflix Inc. has granted Warner Bros. seven days to discuss Paramount's proposal, with Warner Bros. still recommending shareholders vote in favor of its binding agreement to sell to Netflix.

- Norwegian Cruise Lines (NCLH) shares jump after the Wall Street Journal reported that activist investor Elliott Investment Management has built a more than 10% stake in the cruise-ship company. Elliott has been privately working with Adam Goldstein, the former president and chief operating officer of Royal Caribbean, as one potential board nominee at Norwegian, WSJ reports, citing people familiar with the matter

- General Mills (GIS) shares drop after the company lowered its fiscal 2026 sales outlook, citing a more challenging consumer environment. The company said weak consumer sentiment, heightened uncertainty, and significant volatility have weighed on category growth and impacted consumer purchase patterns.

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On this episode of Stock Movers:

- Gemini Space Station (GEMI) shares fall after the crypto exchange said it will part ways with COO Marshall Beard, CFO Dan Chen and Chief Legal Officer Tyler Meade, each effective as of Tuesday.

- Norwegian Cruise Lines (NCLH) shares jump after the Wall Street Journal reported that activist investor Elliott Investment Management has built a more than 10% stake in the cruise-ship company. Elliott has been privately working with Adam Goldstein, the former president and chief operating officer of Royal Caribbean, as one potential board nominee at Norwegian, WSJ reports, citing people familiar with the matter

- Danaher (DHR) shares drop on news that it's nearing a roughly $10 billion deal to acquire US medical technology firm Masimo Corp., the Financial Times reported, citing unidentified people familiar with the matter.

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

On this episode of Stock Movers:

- Danaher (DHR) agreed to buy US medical technology firm Masimo (MASI) in a deal with an enterprise value of about $9.9 billion. Danaher will pay $180 per share in cash for Masimo, close to a 40% premium over the closing share price on Friday, according to a statement Tuesday. The transaction is expected to be completed in the second half of the year.

- Norwegian Cruise (NCLH) shares rise 6.1% in premarket trading after the Wall Street Journal reported that activist investor Elliott Investment Management has built a more than 10% stake in the cruise-ship company.

- Warner Bros Discovery (WBD) has agreed to temporarily reopen sale negotiations with rival Hollywood studio Paramount Skydance (PSKY), setting the stage for a potential second bidding war with Netflix. Warner Bros. negotiated a waiver with the streaming giant that will allow it to engage with Paramount for seven days about the terms of its most recent offer, according to a statement Tuesday. The decision came after a Paramount banker told a Warner Bros. board member that Paramount would offer at least $31 a share if the company agreed to reopen talks.

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On this episode of Stock Movers:
- Paramount Skydance (PSKY) shares are up after Bloomberg News reported that Warner Bros Discovery is considering reopening sale talks following an amended offer by the CBS parent.
- Norwegian Cruise (NCLH) shares rise 6.1% in premarket trading after the Wall Street Journal reported that activist investor Elliott Investment Management has built a more than 10% stake in the cruise-ship company.
- Hapag-Lloyd AG is buying Israel’s Zim Integrated Shipping Services (ZIM) the German shipping company aims to grow in size and bolster its presence in Asia. The agreement for a cash deal at $35 a share, which is subject to regulatory approvals in Israel, values Zim at around $4.2 billion, Hapag-Lloyd said Monday. The purchase price represents a 58% premium over Zim’s stock at Friday’s close, the target said in a statement. As part of the deal, Hapag-Lloyd has a separate pact with Israeli financial investor FIMI Opportunity Funds, which will see the creation of an entity owning 16 of Zim’s ships, serving key trading routes into Israel.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Kepler Cheuvreux analyst Karel Zoete cut the recommendation on Unilever to hold from buy, which they had rated the stock since 2021, as he sees limited near-term upside for the consumer goods group.
- Applied Nutrition shares climb as much as 7.7% after the sports nutrition brand boosted guidance on demand for product launches and diversification across UK high street health retailers, grocers and discounters.
- Boohoo shares drop as much as 10%, the most since August. The online retailer company, which rebranded as Debenhams Group last year, announced plans to raise around £35 million in fresh equity.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- The souring risk mood on a seemingly quiet Tuesday is encapsulated in the sudden downward lurch for silver. Fresnillo falls as much as 4.3%.
- RELX shares rise as much as 5.4%, extending a rebound after slumping to a 2021-low earlier this week.
- InterContinental Hotels Group gains as much as 4.4%, hitting a record high, after analysts said the hotelier’s results were solid, noting an acceleration in 4Q revenue per available room and fee margin expansion.Tiwa Adebayo

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- UK homebuilders including Barratt Redrow are under pressure after house prices stalled as an abundance of properties on estate agents’ books strengthened buyers’ bargaining power, according to a survey by Rightmove.
- NatWest Group rises as much as 4%, the most since October, as Citi analyst Andrew Coombs raises his price target on the UK bank to a Street-high and ups his estimates for pretax profit and earnings-per-share.
- Rosebank Industries is in talks to buy CPM and MW Industries from American Securities in a deal that could be worth up to £2.2b, according to Sky News, citing people familiar with the matter.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Hapag-Lloyd AG is in advanced talks to acquire Israeli competitor Zim Integrated Shipping Services Ltd, the German company said on Sunday.
- Volkswagen plans to cut costs by 20% by the end of 2028, German publication Manager Magazin reports, without specifying where it got the information.
- DSM has been downgraded to a hold from a buy by Berenberg, which cites softer US consumer confidence and FX headwinds.

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

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

On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:

- CBRE Group (CBRE) was among the week's worst performers. During trading on Thursday, its shares dropped as much as 15%, extending losses for a second consecutive day amid ongoing concerns about the impact of artificial-intelligence tools on the industry. The company said during its earnings call that the outlook remains uncertain and it would be ‘possible’ for AI to reduce long-term office space demand.

- Equinix (EQIX) shares rallied this week after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand. Bloomberg Intelligence analyst Jeffrey Langbaum says in his note that Equinix improved its adjusted Ebitda margins, "reflecting operating leverage from robust tenant demand". 

- Vistra (VST) saw its share rise this week after Jeffries updated it to buy from hold following recent share weakness.

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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 Katie Greifeld, Bailey Lipschultz, Carol Massar and Tim Stenovec.

- Coinbase (COIN) ripped almost 20% higher on more than double-average trading volume, just a day after posting weak results, a sign that investors had already braced for worse. The company posted softer trading volumes and pressure on transaction revenue, underscoring its dependence on digital-asset swings. But with the stock sliding for weeks into earnings, expectations were low and positioning defensive — leaving room for a sharp reversal. Bitcoin rallied for the first time in five trading sessions, rising as much as 5.5% to $69,411. Coinbase often trades in tandem with the original digital currency, which accounts for about 60% for the entire value of the crypto market. 

- Rivian (RIVN) reported better-than-expected fourth-quarter results and its first-ever annual gross profit, a key milestone after years of consistent losses. The signs of progress come as the company prepares to begin selling its R2 midsize SUV, a lower-priced EV that Rivian hopes will appeal to a broader swath of car buyers. Share rose as much as 28% in New York Friday. If that holds, it would nearly erase the year-to-date loss of 29% through Thursday’s close.

- Nvidia (NVDA) is down more than 1% since the beginning of the fourth quarter and has been largely range bound despite hitting a record high in late October. It’s also lagging the S&P 500 Index to start 2026, a slowdown from Nvidia’s nearly 40% leap in 2025 following two consecutive years of triple-digit percentage gains. Nvidia shares sank as much as 2.6% Friday. Even ballooning capital spending from Meta Platforms Inc., Alphabet Inc., Microsoft Corp. and Amazon.com Inc. — estimated to exceed $600 billion in 2026 — hasn’t been enough to meaningfully boost the stock amid increasing anxieties about returns on those investments. The cyclical nature of the chip industry is baked into Nvidia’s valuation, which has compressed as revenue growth is expected to slow in the coming years. Sales are projected to expand 58% in the current calendar year and 28% in 2027, according to data compiled by Bloomberg.

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

On this episode of Stock Movers:

- DraftKings (DKNG) stocks fell after the online betting company issued a 2026 forecast for sales and profit that fell short of Wall Street estimates, sending the stock tumbling to its largest intraday drop in nearly three-and-a-half years. The stocks of online betting companies including DraftKings and Flutter Entertainment Plc have fallen in recent months on investor concerns over the competitive threat posed by prediction markets.

- Expedia (EXPE) shares sank after fears around AI disruption have created a dramatic divide in the travel and leisure sector, with the stocks of online-booking platforms collapsing while traditional hotel operators have rallied.

- Applied Materials (AMAT) shares surged to a record after the company delivered a surprisingly upbeat sales forecast, signaling that demand for artificial intelligence and memory semiconductors is fueling equipment purchases. The company, which is the largest US supplier of chipmaking gear, expects revenue of approximately $7.65 billion in the fiscal second quarter. Analysts had estimated $7.03 billion on average for the period, which runs through April.

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On this episode of Stock Movers:

- Dexcom (DXCM) shares rally after the medical device company reported revenue for the fourth quarter that met the average analyst estimate. William Blair notes the company has a “favorable setup for 20%-plus EPS growth with upside potential.”

- DraftKings (DKNG) shares plunge after the online betting company issued a 2026 forecast for sales and profit that fell short of Wall Street estimates, sending the stock tumbling by its largest intraday drop in nearly three-and-a-half years. The stocks of online betting companies including DraftKings and Flutter Entertainment Plc have fallen in recent months on investor concerns over the competitive threat posed by prediction markets.

- Pinterest (PINS) shares fell by the most in more than three years after the company projected current-quarter sales that fell short of Wall Street estimates, the latest in a rocky period marked by layoffs and a pivot toward artificial intelligence products. Pinterest cut hundreds of jobs in late January, citing a shift in priorities to focus more extensively on AI products.

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On this episode of Stock Movers:

- Airbnb (ABNB) shares rose after the company posted strong fourth-quarter bookings and issued an upbeat revenue outlook, citing strong travel demand and growing adoption of its new flexible payment and booking options. The company projected revenue for the quarter ending on March 31 to be $2.59 billion to $2.63 billion, and revenue growth to accelerate to “at least low double digits” for the full year.

- Coinbase (COIN) shares rise after the company reported weak quarterly results, with some investors concluding the worst had already been priced in. The company posted softer trading volumes and pressure on transaction revenue, highlighting its exposure to swings in digital-asset prices and retail speculation.

- Expedia (EXPE) shares tumble despite the online travel company reporting the fastest fourth-quarter revenue growth in three years and first-quarter sales and gross bookings view above Wall Street estimates. Analysts note healthy fundamental outlook, though debates on AI risks to online travel agents likely to persist.

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

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

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

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

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

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

On this episode of Stock Movers:
- Equinix (EQIX) shares rally about 8% in premarket trading on Thursday after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.

- Coinbase (COIN) stock regained some ground in after-hours trading even though the crypto exchange operator reported revenue that fell short of expectations. Quarterly results weakened relative to the third quarter because of market conditions, with Coinbase reporting a loss of $2.49 a share and revenue down almost 22% to $1.78 billion.

- Applied Materials (AMAT) surged 10% in late trading after delivering a surprisingly upbeat sales forecast, signaling that demand for artificial intelligence and memory semiconductors is fueling equipment purchases. The company expects revenue of approximately $7.65 billion in the fiscal second quarter, and Chief Executive Officer Gary Dickerson said “the acceleration of industry investments in AI computing” is powering the company’s results.

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

On this episode of Stock Movers:
- Cisco (CSCO) suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability. The company's adjusted gross margin will be roughly 66% in the quarter that runs through April, which is lower than the 68.2% estimated by analysts.

- Logistics stocks sank Thursday as investors rushed to exit the group amid fears over disruption from artificial intelligence, making it the latest casualty of the “AI scare trade.” The Russell 3000 Trucking Index dropped 7.8%, with CH Robinson Worldwide (CHRW) at one point plunging by a record 24%, and Landstar System falling 18%.

- CBRE Group shares drop as much as 15%, extending losses for a second consecutive day amid ongoing concerns about the impact of artificial-intelligence tools on the industry. The company said during its earnings call that the outlook remains uncertain and it would be ‘possible’ for AI to reduce long-term office space demand

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On this episode of Stock Movers:

- Equinix (EQIX) shares rally after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.

- Crocs (CROX) shares jump after the footwear company’s fourth-quarter adjusted EPS and revenue easily beat Street estimates and annual guidance also was ahead of consensus expectations.

- Viking Therapeutics (VKTX) gains after the biotech said it plans to advance its oral obesity drug to Phase 3 in the third quarter of this year.

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On this episode of Stock Movers:

- Cisco (CSCO) shares fall after the company gave a weaker-than-expected forecast for profitability in the current quarter, spurring concerns that mounting memory-chip prices are taking a toll on the company. 

- AppLovin (APP) shares are down after the mobile-app marketing company reported its fourth-quarter results and gave an outlook. While both were above consensus expectations on key metrics, they may not be strong enough to assuage recent concerns over AI-related disruption.

- Equinix (EQIX) shares rally after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.

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

On this episode of Stock Movers:

- Coal stocks rise after the Trump administration ordered the Pentagon to purchase electricity from coal plants and announced funding for upgrades to coal facilities.

- Fastly (FAST) shares soar after the infrastructure software company’s fourth-quarter results beat expectations and it gave a robust full-year forecast. William Blair upgraded their recommendation on the stock.

- Unilever (ULVR) shares fall, weighed down by what Jefferies analysts described as “cautious” 2026 guidance and a slow start to the year that “threatens 1Q consensus.” The stock was also dealt a blow by a plunge in Magnum Ice Cream Co., in which the consumer-goods maker retains a near 20% stake following December’s spinoff. Magnum shares fell as much as 16% after results and guidance disappointed analysts.

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

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

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

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

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

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

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

On this episode of Stock Movers:

Cisco (CSCO) gave a weaker-than-expected forecast for profitability in the current quarter, overshadowing a generally positive outlook fueled by artificial intelligence gains. Cisco, the largest maker of networking equipment, has increased spending to create new AI-focused products. The tech industry also is coping with a threat from memory-chip shortages, which is boosting costs. The shares fell about 4% in late trading after the report was released. Cisco’s stock gained 30% last year.-

McDonald's (MCD) saw its US sales grow at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners. Sales from established US restaurants jumped 6.8% in the period from a year ago when foot traffic was dented by an E. coli outbreak, ahead of expectations and the highest since 2023. Earnings, excluding one-time items, also outpaced the average of estimates compiled by Bloomberg, as did comparable sales at the company’s two international divisions. The shares rose 2% at 4:04 p.m. in extended trading in New York. The stock has advanced nearly 6% this year, outpacing the gain of the S&P 500 Index over the same period.

- Zillow (Z) shares tumble as much as 18% on Wednesday after the home-search site forecast adjusted Ebitda for the first quarter that missed the average analyst estimate as the firm contends with legal costs and expenses from its partnership with Redfin.

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