Stock Movers

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Katie Greifeld, Scarlet Fu, Carol Massar and Tim Stenovec.
- McDonald's (MCD) US sales grew at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners. Sales from established US restaurants jumped 6.8% in the period from a year ago when foot traffic was dented by an E. coli outbreak, ahead of expectations and the highest since 2023. Earnings, excluding one-time items, also outpaced the average of estimates compiled by Bloomberg, as did comparable sales at the company’s two international divisions. Shares of the fast food restaurant rose in afterhours trading.
- Micron (MU) shares rose as much as 9.9% after Chief Financial Officer Mark Murphy assured investors that the company is producing its new much-prized HBM4 memory chips in high volumes. The product line — the latest generation of Micron’s high-bandwidth memory — is now being delivered to customers, Murphy said during a Wolfe Research event. The chips are designed to help artificial intelligence computing systems handle the flood of data needed to develop and run AI models.
- Lyft (LYFT) shares fell by the most in a year after the rideshare firm issued a disappointing forecast that missed Wall Street expectations, a sign that its global expansion and new product offerings are not performing as quickly and as well as anticipated. Shares of Lyft fell as much as 16% after markets opened on Wednesday, their worst intraday decline since February 2025. The stock was already down 13% so far this year through Tuesday’s close.

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

On this episode of Stock Movers:

- Robinhood (HOOD) shares fell as much as 13% Wednesday, the most since April, after the fintech company reported net revenue for the fourth quarter that missed the average analyst estimate as crypto volumes declined. Analysts at Piper Sandler and JPMorgan cut their price targets on the stock after the earnings results.

- Nike (NKE) expects its wholesale business to pick up steam across the world as it accelerates the launch of new footwear and apparel products and doubles down on its commitment to sports. While Nike is already winning back the affection of retail partners in North America, it has the right strategy and leaders in place to make that happen in other markets, too, Chief Executive Officer Elliott Hill said in an interview with Bloomberg TV. Nike shares were down about 1.5% in late-morning trading in New York. The stock is down about 12% in the past year and more than half from the 2021 peak. That’s more or less in line with its peers, with Adidas and On also struggling to win the affection of investors despite demonstrating impressive growth and profitability.

- Lululemon (LULU) let its employees know that bonus payouts are currently tracking below target this year, according to a recording of an internal meeting reviewed by Bloomberg News. “We did want to wait on providing an update until we were finalized through our peak season,” Chief People and Culture Officer Susan Gelinas said, noting that bonuses are in part tied to global business results, which were “dynamic” in 2025. The company’s shares have fallen more than 50% in the last 12 months.

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

On this episode of Stock Movers:
- Mattel (MAT) shares plunged after the toymaker reported holiday results that fell short of analysts’ estimates and issued a 2026 forecast for lower profit. Shares of Mattel fell 32% in premarket trading on Wednesday, setting it up for its biggest fall on record if the losses hold.
- Robinhood (HOOD) shares fall after the company reported lower fourth-quarter profit as sharp declines in Bitcoin and other cryptocurrencies weighed on results at the online brokerage.
- Zillow (ZG) shares fall. Zillow Group forecasted first-quarter profit that falls short of analyst estimates as the home-search site balances legal costs from ongoing litigation and expenses from the company’s partnership with Redfin.

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

On this episode of Stock Movers:
- Kraft Heinz (KHC) shares fall after the company halted plans to split in two, a surprising reversal weeks after bringing in a new chief executive officer with experience breaking up a food company. - Lyft (LYFT) shares sink after the company issued a disappointing forecast that missed Wall Street expectations, a sign that its global expansion and new product offerings are not performing as quickly and as well as anticipated.
- Ford (F) shares rise after the automaker said it expects profit to jump in 2026 even after a surprise $900 million tariff bill at the end of last year dented the carmaker’s earnings.

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

On this episode of Stock Movers:

- Shares of Mattel (MAT) tumbled ahead of the US market open after the toymaker’s 2026 adjusted earnings-per-share forecast missed the average analyst estimate, triggering a downgrade at JPMorgan. Mattel will also spend $159 million to buy NetEase’s stake in a joint venture to boost its mobile-gaming business. Fourth-quarter earnings excluding some items totaled 39 cents a share, the company said in a statement on Tuesday. While that was higher than a year ago, profit missed the 54-cent average of analysts’ estimates. Sales grew to $1.77 billion, compared with estimates of $1.84 billion.

- Shares of Lyft (LYFT) moved lower in the premarket session after the company issued a disappointing forecast that missed Wall Street expectations, a sign that its global expansion and new product offerings are not performing as quickly and as well as anticipated. The company said first quarter adjusted Ebitda, or earnings before interest, taxes, depreciation and amortization, will come in between $120 million and $140 million, missing estimates of $140.5 million. Fourth quarter revenue also came in below expectations, rising 3% to $1.59 billion. Wall Street had been looking for $1.76 billion.

- Shares of Kraft Heinz (KHC) fell in early trading after the packaged food company “pauses” its plan to split into two separate companies and announces an incremental $600 million business investment as sales results and outlook continue to disappoint. Steve Cahillane, who took over as CEO on Jan. 1., said he made the decision to temporarily halt the split to concentrate on bolstering profitability. He also pointed to worsening consumer sentiment since the separation was announced in September.

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

On this episode of Stock Movers:
- Humana (HUM) shares slide after the health insurer’s forecast for full-year adjusted profit fell short of Wall Street’s expectations.
- Shares of several wealth management firms quickly turned lower in Tuesday trading after Altruist launched a new tax-planning offering within Hazel, its AI platform. Charles Schwab (SCHW) and Raymond James (RJF) are leading the losses
- Cloudflare (NET) shares are up after the software company’s fourth-quarter results beat expectations and it gave a bullish revenue forecast.

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

On this episode of Stock Movers:
- Dassault Systemes fell the most since 2002, after the French software company published fourth quarter figures below expectations and issued weak guidance for this year.
- An artificial intelligence tool aimed at creating tax strategies sparked a selloff in wealth-management stocks like St James's Park Tuesday as investors fear the business could be at risk from automated advice.
- Barratt Redrow shares fell as much as 8.4% Wednesday after its half-year results showed increased pressure on the UK housebuilder’s profitability.

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

On this episode of Stock Movers:
- Dassault Systemes fell the most since 2002, after the French software company published fourth quarter figures below expectations and issued weak guidance for this year.
- Elliott Investment Management has built a stake in London Stock Exchange Group Plc as the FTSE 100 index owner grapples with disruption from artificial intelligence and a plunge in listings, a person with knowledge of the investment said.
- Heineken will cut about 7% of its global workforce, as the Dutch brewer contends with a drop in beer demand that is also affecting rivals as prices rise and consumers moderate their alcohol consumption.

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

On this episode of Stock Movers:

- Lyft  (LYFT) shares sink 15% in postmarket trading Tuesday after the ride-hailing company reported fourth-quarter revenue that missed the average analyst estimate. The company posted a surprise $185 million operating loss in the fourth quarter and issued a disappointing earnings forecast for the start of the year, a sign that its global expansion and new product offerings may weigh on profits in the short term.

- Robinhood (HOOD) shares are down ahead of their earnings release after the closing bell. Analysts expect the Menlo Park, California-based company to report quarterly earnings at 63 cents per share, down from $1.01 per share in the year-ago period. The consensus estimate for Robinhood's quarterly revenue is $1.34 billion, versus $1.01 billion a year earlier, according to data from Benzinga Pro

- Mattel (MAT) shares are down 19% in extened trading after the toy company forecast adjusted earnings per share for 2026 that missed the average analyst estimate. Chief Executive Officer Ynon Kreiz says 2026 will be an “important year” as the firm expects growth to be led by toy innovation, partnerships with IP owners and an inflection in entertainment

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

On this episode of Stock Movers:

- Warner Bros. Discovery (WBD) stocks jumped after Paramount Skydance Corp. made enhancements to its hostile offer for Warner Bros. Discovery Inc., addressing some of the company’s concerns in an effort to thwart a rival deal with Netflix Inc.

- Spotify (SPOT) shares jumped the most in nearly eight years after the Swedish music streaming giant added a record number of users last quarter, far surpassing analysts’ expectations.
The world’s biggest streaming service added 38 million new listeners from October through December to reach 751 million, according to a statement Tuesday.

- Robinhood (HOOD) shares are down ahead of their earnings release after the closing bell. Analysts expect the Menlo Park, California-based company to report quarterly earnings at 63 cents per share, down from $1.01 per share in the year-ago period. The consensus estimate for Robinhood's quarterly revenue is $1.34 billion, versus $1.01 billion a year earlier, according to data from Benzinga Pro.

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On this episode of Stock Movers:

- Coinbase (COIN) shares fall after JPMorgan cut its price target on the exchange by 27%, citing lower crypto prices and trading volumes. Analyst Kenneth Worthington sees the current crypto operating environment as less constructive.

- Spotify (SPOT) shares climb after the Swedish music streaming giant added a record number of users last quarter, far surpassing Wall Street analyst expectations. The world’s biggest streaming service added 38 million users from October through December to reach 751 million, according to a statement Tuesday. That beat the average analyst forecast for 745.2 million.

- Datadog (DDOG) shares gain after the software company’s fourth-quarter results beat expectations on key metrics. However it also gave a full-year forecast that was weaker than expected.

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On this episode of Stock Movers:

- S&P Global (SPGI) shares tumble after the financial information services company gave a forecast for adjusted profit for the full year that fell short of Wall Street’s expectations.

- Harley-Davidson (HOG) shares rise. Harley said on an earnings call that shipments will increase. That's after the company reported an unexpected drop in motorcycle shipments, extending its struggles in the face of weak demand and punishing tariffs.

- Spotify (SPOT) shares climb after the Swedish music streaming giant added a record number of users last quarter, far surpassing Wall Street analyst expectations. The world’s biggest streaming service added 38 million users from October through December to reach 751 million, according to a statement Tuesday. That beat the average analyst forecast for 745.2 million.

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

On this episode of Stock Movers:

- Spotify Technology, (SPOT) the Swedish music streaming giant, added a record number of users last quarter, far surpassing Wall Street analyst expectations.The world’s biggest streaming service added 38 million users from October through December to reach 751 million, according to a statement Tuesday. That beat the average analyst forecast for 745.2 million.

- Coca-Cola (KO) shares fall as the beverage company’s 2026 outlook for organic sales disappointed some investors, particularly after a strong run up in the stock this year.

- Harley-Davidson (HOG) shares slide after the motorcycle maker reported revenue for the fourth quarter of $496 million, sharply below the consensus estimate. Motorcycle shipments were worse than expected, as was the adjusted loss per share.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Coca-Cola (KO) releases earnings. Stock drops on news.
- CVS Health (CVS) held its earnings forecast steady for 2026, taking a cautious approach during a tumultuous time for the US health insurance industry, after it beat fourth quarter sales and profit expectations as cash flow picked up.
- Spotify (SPOT) shares rise after the music streaming company reported a record 38 million monthly active users (MAUs) for the fourth quarter, surpassing its guidance for 32 million. In addition, 4Q subscriber net additions of 9 million exceeded guidance by 1 million, while Spotify’s forecast for 1Q MAUs and profits also topped the Street’s consensus estimates.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Kering shares gain as much as 14%, the most since March 2020, as the French luxury good maker’s fourth-quarter performance, including better-than-expected sales at its key Gucci unit, is seen to put it on the path back to growth.
- BP Plc is halting share buybacks to shore up its balance sheet as pressure mounts on the UK energy giant to deliver on its turnaround efforts.
- Barclays Plc said it will return at least £15 billion ($20.5 billion) to shareholders through 2028 as it continues to work through a long-term plan to slash costs and improve profitability.

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

On this episode of Stock Movers:

- Oracle (ORCL) shares extended their rebound on Monday, as ramped up capex spending by US technology giants helped soothe nerves over the threat posed to the company by developments in artificial intelligence. Shares in the software bellwether rallied as much as 12%, their biggest intraday rise since Sept. 10. Even with that move — which came on the heels of Amazon.com Inc.’s pledge to spend $200 billion this year on data centers, chips and other equipment — the stock is down around 50% from its September highs.

- Kroger (KR) shares jumped 3.9% after the supermarket operator appointed retail veteran Greg Foran as its chief executive officer.

- Workday (WDAY) shares are down 9% on Monday, after the software company said that co-founder and current Executive Chair Aneel Bhusri is returning as CEO, replacing Carl Eschenbach effective immediately.

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Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Matt Miller, Katie Greifeld, Carol Massar and Tim Stenovec

On this episode of Stock Movers:

- Applovin (APP) stock surged Monday after a financial publisher retracted some of its most explosive claims regarding AppLovin's alleged connections to transnational crime syndicates.
Capitalwatch, a self-described independent news organization and publisher, accused AppLovin of serving as a "laundering machine" for illicit funds from Southeast Asia. It described major shareholder Hao Tang as the key facilitator of this scheme.

- Oracle (ORCL) shares extended their rebound on Monday, as ramped up capex spending by US technology giants helped soothe nerves over the threat posed to the company by developments in artificial intelligence. Shares in the software bellwether rallied as much as 12%, their biggest intraday rise since Sept. 10. Even with that move — which came on the heels of Amazon.com Inc.’s pledge to spend $200 billion this year on data centers, chips and other equipment — the stock is down around 50% from its September highs.

- Hims & Hers Health (HIMS) stocks fell after Novo Nordisk A/S said it’s suing Hims & Hers Health Inc. for making knock-offs of its obesity medicines, even as Hims scrapped plans to sell a copycat version of the Wegovy pill.

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

On this episode of Stock Movers:

- Oracle (ORCL) shares extended their rebound on Monday, as ramped up capex spending by US technology giants helped soothe nerves over the threat posed to the company by developments in artificial intelligence. Shares in the software bellwether rallied as much as 12%, their biggest intraday rise since Sept. 10. Even with that move — which came on the heels of Amazon.com Inc.’s pledge to spend $200 billion this year on data centers, chips and other equipment — the stock is down around 50% from its September highs.

- Kyndryl (KD) shares plunged Monday morning after the company announced key leadership exits and a review of its accounting practices. The stock fell a record 57% before being briefly halted for volatility on news that Kyndryl Chief Financial Officer David Wyshner had left the position and that General Counsel Edward Sebold departed the post, effective immediately. On the same date, Vineet Khurana stepped down as senior vice president and global controller of the company and moved to a different role.

- Hims & Hers Health (HIMS) stock plummeted Monday after Novo Nordisk filed a lawsuit, claiming the online pharmacy is "deceiving patients" with its compounded diabetes and weight-loss drugs.
But it's still not clear that Novo Nordisk will ultimately win out against Hims & Hers Health, Leerink Partners analyst David Risinger said in a report.

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On this episode of Stock Movers:

- Hims & Hers (HIMS) shares fall on news that Novo Nordisk is suing the company for making knock-offs of its obesity medicines, including a copycat version of the Wegovy pill. The lawsuit targets not only Hims's copycat pill but also shots that mimic Novo's Wegovy and Ozempic, with Novo arguing that Hims's products are putting patient health and wellbeing at risk.

- Kroger (KR) shares rise after the company named Greg Foran its chief executive officer as the nation’s largest supermarket operator seeks to reset after a failed mega-merger and the sudden exit of its former leader.

- Monday.com (MNDY) shares sink after the software company’s revenue forecast was weaker than expected. According to Bloomberg Intelligence: Monday.com's below-consensus 2026 outlook reinforces our caution around seat-based business models amid slower AI-feature monetization, a shift toward agentic workflows and newer product rollouts from foundational model providers that increase the risk of disintermediation.

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On this episode of Stock Movers:

- Alphabet Inc.(GOOGL) is tapping the US high-grade bond market, adding to a borrowing spree by companies at the forefront of the artificial intelligence investment boom.

- Hims & Hers Health (HIMS) tumbles 20% after the telehealth company said it will stop selling its recently launched copycat version of the new Wegovy weight-loss pill.

- Tegna Inc.(TGNA) rises 9% after President Donald Trump backed television broadcaster Nexstar Media Group’s proposed $3.5 billion acquisition of the company.

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

On this episode of Stock Movers:

- Hims & Hers Health (HIMS) shares tumble as much as 17% in premarket trading on Monday after the telehealth company said it will stop selling its recently-launched copycat version of the new Wegovy weight-loss pill.

- Eli Lilly & Co (LLY) agreed to buy closely held US biotech Orna Therapeutics Inc. for up $2.4 billion in cash, its second deal in as many days as the company expands its pipeline beyond its well-known blockbuster obesity drug Zepbound. Orna is developing a new class of treatments for certain autoimmune diseases, such as rheumatoid arthritis and multiple sclerosis. The biotech company, which is based in Watertown, Massachusetts, has struck licensing deals with other companies, including Vertex Pharmaceuticals Inc. and Merck & Co.

- Alphabet (GOOG) is looking to raise about $15 billion from a US high-grade dollar bond sale, according to people with knowledge of the matter, adding to a borrowing spree by companies at the forefront of the artificial intelligence investment boom.Massive cloud-computing companies known as hyperscalers are expected to spend more than $650 billion this year to expand AI infrastructure. Since last year, the group has flooded the market with debt that investors have so far eagerly absorbed, although concerns are growing that excessive spending on AI may be fueling a bubble.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Hims & Hers Health (HIMS) shares tumble after the telehealth company said it will stop selling its recently-launched copycat version of the new Wegovy weight-loss pill.
- Kroger (KR) plans to name Greg Foran as the supermarket chain’s next chief executive officer, according to a person familiar with the matter, as the nation’s largest grocer looks to carve a new path after a failed megadeal and an unexpected exit of its former boss. Kroger replaced CEO Rodney McMullen in March after an investigation into his personal conduct, which followed a failed $24.6 billion merger with Albertsons Cos. that was blocked on antitrust grounds. The company didn’t specify the nature of his conduct.
- STMicro (STM) shares rise as much as 6.5% to the highest since October after the chipmaker said it’s expanding collaboration with Amazon’s AWS, an agreement that analysts say will help increase exposure to the fast-growing AI data center market.

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

On this episode of Stock Movers:
- Novo Nordisk shares surged, reversing some of last week’s plunge, after Hims & Hers Health Inc. pulled a copycat version of the new Wegovy weight-loss pill.
- Greggs shares drop as much as 6%, touching the lowest in more than two months, after Jefferies downgraded the bakery chain to hold, and cut its price target by more than a third, noting that the uptake of weight-loss drugs was a headwind to the earnings outlook.
- UniCredit SpA plans to return about €50 billion ($59 billion) to investors through 2030 as Chief Executive Officer Andrea Orcel vows to further improve profitability and capital generation over the next five years.

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

On this episode of Stock Movers:
- Novo Nordisk shares surged, reversing some of last week’s plunge, after Hims & Hers Health Inc. pulled a copycat version of the new Wegovy weight-loss pill.
- NatWest Group Plc agreed to buy wealth manager Evelyn Partners, as the British bank looks to increase its access to affluent clients in its home market.
- Investors led by buyout firm Advent International LP and FedEx Corp. agreed to buy Polish parcel-locker company InPost SA in a deal that values the business at €7.8 billion

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Big Tech earnings are still in focus with Cisco, McDonalds, and T-Mobile all reporting in the coming days.
Bloomberg's Nathan Hager previews the numbers with Bailey Lipschultz, Bloomberg News Senior Equities Reporter

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This week's biggest winners and losers in the stock market.

On this episode of Stock Movers:

• Amazon (AMZN) shares ended the week lower after the company announced plans to spend $200 billion this year on data centers, chips and other equipment, worrying investors that its colossal bet on artificial intelligence may not pay off in the long run. The company reported spending roughly $130 billion on property and equipment in 2025. Analysts anticipated those expenses would reach about $150 billion this year. Chief Executive Officer Andy Jassy said the money “predominantly” would go toward the company’s Amazon Web Services cloud unit, and most of that spending would be for AI workloads.
• Coinbase (COIN) shares dropped this week with trading volume dragged down by weakening Bitcoin and Ethereum values. The platform’s “Everything Exchange” plans — which would see it combine prediction-markets trading along with metals futures offerings on its core crypto platform — will be key for its 2026 prospects, BI said.
• Tapestry (TPR) shares rose this week after the maker of the Coach brand boosted its adjusted earnings per share guidance for the full year. The improved outlook beat the average analyst estimate.

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• Robinhood (HOOD) and Strategy (MSTR) shares rose as the price of cryptocurrencies broadly rebounded. Robinhood generates a significant portion of its revenue from crypto trading. Bitcoin surged the most in almost three years to recoup almost all of the losses registered during Thursday’s crypto market meltdown that had dragged the token down more than 50% from its October peak.
• Under Armour (UA) shares ended the day higher after the athletic apparel and footwear company surprised investors with a quarter profit. Revenue were also slightly above the consensus estimate. Management boosted its adjusted EPS estimate. 
• Amazon (AMZN) ended the day lower. Shares posted at 12% weekly decline, the most since 2022, after the e-commerce and cloud-computing company’s much higher-than-expected $200 billion annual capital spending forecast underlined concerns on how much big tech companies are spending on AI-related investments and when they will pay off.
• Molina Healthcare (MOH) shares plunged after the health insurer forecast 2026 profit that was less than half of Wall Street’s expectations, on higher medical costs and insufficient government repayments.
• Homebuilders (S5HOME Index) declined Friday on the news Trump administration officials are exploring opening an antitrust investigation into US homebuilders as the White House sharpens its focus on tackling the country’s housing affordability crisis.

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

Amazon (AMZN) shares fall after the company announced plans to spend $200 billion this year on data centers, chips and other equipment, worrying investors that its colossal bet on artificial intelligence may not pay off in the long run.The company reported spending roughly $130 billion on property and equipment in 2025. Analysts anticipated those expenses would reach about $150 billion this year.

Strategy (MSTR) shares rise, along with other crypto companies, after bitcoin surged the most in almost three years to recoup almost all of the losses registered during Thursday’s crypto market meltdown that had dragged the token down more than 50% from its October peak. The dizzying swings of around 13% have helped to reignite a jump in the volatility that traders traditionally relish because of the potential profit opportunities.

 
Coty (COTY) shares plunge after the distributor of beauty products forecasts for third quarter adjusted Ebitda and like-for-like sales were well short of the consensus estimates. Annual guidance was withdrawn, with the company citing a “complex beauty market backdrop,” as well as its leadership transition.

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On this episode of Stock Movers:

- Amazon.com Inc. (AMZN) is down after the company announced plans to spend $200 billion this year on data centers, chips and other equipment, worrying investors that its colossal bet on artificial intelligence may not pay off in the long run.

- Stellantis (STLA) is taking more than €22 billion ($26 billion) in charges mainly linked to reversing course on its electric vehicle strategy, prompting a record plunge in the Jeep and Fiat owner’s shares.

- Software stocks ETF (IGV) bounces. An exchange-traded fund tracking software makers rebounded, while still heading toward its worst week since October 2008.

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

On this episode of Stock Movers:

- Stellantis (STLAM) is taking more than $26 billion in charges mainly linked to reversing course on its electric vehicle strategy, prompting a record plunge in the Jeep and Fiat owner’s shares.The writedowns, much of which will cover the cost of canceling EVs and compensating suppliers, exceed the impairments Ford Motor Co., General Motors Co. and Porsche AG have announced in recent months.

- Molina Healthcare’s (MOH) shares plunged after the health insurer forecast 2026 profit that was less than half of Wall Street’s expectations and said it would stop offering Medicare Advantage prescription drug plans for 2027 as medical costs increased across all of its major programs.Shares of Molina slumped 33% in premarket trading on Friday. That would be the biggest drop since July 2005, shaving $3 billion from the company’s market capitalization if the move holds, according to data compiled by Bloomberg.

- Under Armour (UA) shares are up after the athletic apparel and footwear company surprised investors with a quarter profit. Revenue were also slightly above the consensus estimate. Management boosted its adjusted EPS estimate.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Amazon (AMZN) shares tumble after the e-commerce and cloud-computing company’s $200 billion annual capex forecast is much higher than expected, underlining concerns about how much big tech companies are spending on AI-related investments and when they will pay off.
- Stellantis (STLA) shares fall after the carmaker said a business reset resulted in charges of around $26 billion for the second half of 2025. Akros says the charges were about double what they expected.
- Reddit (RDDT) shares are up after the social-media company’s fourth-quarter results beat expectations across key metrics. It also gave an outlook that is seen as strong.

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

On this episode of Stock Movers:
- Stellantis will take roughly €22 billion ($26 billion) in charges linked to a sweeping overhaul of its operations as high costs and muted electric-vehicle sales force the automaker to adjust its strategy. Stellantis shares fell as much as 14% in Milan, with the announced charges exceeding analyst projections.
-Societe Generale's stock declined after it reported fourth-quarter results for its trading units that missed estimates. Revenue from buying and selling fixed income securities and currencies fell 13% in the period from a year earlier, while equities trading fell 5.3%, it said in a statement on Friday. Analysts had anticipated growth for both units. Shares in the lender dropped as much 3.9% in early Paris trading. 
- Banco Sabadell Chief Executive Officer César González-Bueno is leaving in a surprise move just a few months after he led the lender’s successful defense against a hostile bid from rival BBVA. Shares in Sabadell dropped as much as 6.5% in early Madrid trading.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Stellantis will take roughly €22 billion ($26 billion) in charges linked to a sweeping overhaul of its operations as high costs and muted electric-vehicle sales force the automaker to adjust its strategy. Stellantis shares fell as much as 14% in Milan, with the announced charges exceeding analyst projections.
- Kongsberg shares soar as much as 17%, the most on record, after the Norwegian defense firm posted results that Morgan Stanley says delivered a strong end to the year, with all divisions recording double-digit growth in the fourth quarter.
- Orsted shares rise 4.5% after the Danish wind company reaffirmed its Ebitda excluding items forecast for 2026. Analysts from Jefferies and Morgan Stanley flag reassurance on the construction timelines of US projects.

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

On this episode of Stock Movers:

- Amazon (AMZN) shares dipped in afterhours trading following earnings. The company said it  plans to spend $200 billion this year on data centers, chips and other equipment, worrying investors the company’s colossal bet on artificial intelligence will pinch profits while it waits for investments to pay off. 

- Strategy shares (MSTR) fell in extended hours trading as Bitcoin's plunge below $65,000 is intensifying the crisis rocking the digital-asset complex. In an earnings announcement Thursday, the Bitcoin-hoarding company confirmed a net loss of $12.4 billion for the fourth quarter, driven by the mark-to-market decline in its vast holdings. That pain deepened this week, as fresh market turmoil pushed the firm’s Bitcoin stash below its cumulative cost basis for the first time since 2023 — and erased the token’s post-election gains.

- Ares Management Corp. (ARES) shares ended the day lower in a broad selloff among alternative asset managers over fears of AI disruption, even as the firm reported that it ended the fourth quarter with record assets. Alternative investment firms are exposed to companies that make financial and legal software products at risk of being rendered obsolete by artificial intelligence. In a nod to those concerns, Ares noted in its earnings statement that exposure to the software industry — where stocks have plunged in recent days — represents 6% of total assets, and less than 9% of private credit.

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On this episode of Stock Movers:

-Strategy (MSTR) shares sink as Bitcoin tumbled below $70,000 as the unwinding of leveraged bets and broader market turbulence deepened a selloff that has wiped out all of the gains since President Donald Trump’s election set off a speculative rush into cryptocurrencies. The token fell as much as 10% Thursday to $65,344, the lowest since October 2024. The rout has erased nearly half of Bitcoin’s value since it reached a record four months ago and has spread to other tokens, related ETFs and companies like Strategy Inc. that hold vast sums of coins.

-Alphabet (GOOGL) shares drop as the company is poised to spend more in 2026 than it has invested in the past three years combined to finance an unprecedented expansion of data centers critical to its artificial intelligence ambitions. Google’s parent company said capital expenditures will reach as much as $185 billion this year, far exceeding the $119.5 billion that analysts had expected and double what it spent last year.

-Estee Lauder (EL) shares fall after its outlook boost failed to reassure investors about the pace of the cosmetics conglomerate’s turnaround. The owner of the Jo Malone and Le Labo brands expects adjusted earnings per share in the range of $2.05 to $2.25 this fiscal year, according to a statement Thursday. In October, Estée Lauder guided for that figure to be between $1.90 to $2.10.

-Hershey (HSY) shares rise after the chocolate and candymaker offered a better-than-expected 2026 outlook, saying higher prices and new products would bolster the performance. The Pennsylvania-based maker of Hershey’s chocolates and Reese’s Peanut Butter Cups sees adjusted earnings per share of $8.20 to $8.52. The low-end of that range topped Wall Street estimates by about 15%.

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On this episode of Stock Movers:

- Alphabet (GOOGL) falls after the Google parent forecast full year 2026 capital expenditures of up to $185 billion, far exceeding consensus estimates. Analysts said the jump in spending may concern some investors, while others said it underscored the company’s confidence with AI.

- Qualcomm (QCOM) shares drop. Qualcomm gave a lackluster revenue forecast for the current period, citing concern that component shortages will hurt consumer demand by driving prices up.

- Novo Nordisk (NVO) shares fall. This came after a report that Hims & Hers Health Inc. will begin offering a version of its new weight loss pill at a lower price. The telehealth firm will offer a copycat version of the drug starting at $49 a month through a subscription program.

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On this episode of Stock Movers:

- Alphabet (GOOGL) falls after the Google parent forecast full year 2026 capital expenditures of up to $185 billion, far exceeding consensus estimates. Analysts said the jump in spending may concern some investors, while others said it underscored the company’s confidence with AI.

- Estée Lauder Cos. (EL) tumbles after its outlook boost failed to reassure some investors about the pace of the cosmetics conglomerate’s turnaround.

- Hershey Co. (HSY) rises after offering a better-than-expected 2026 outlook as higher prices and new products bolster the candymaker’s performance.

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

On this episode of Stock Movers:

- Qualcomm (QCOM) shares are down after the chipmaker’s revenue forecast was weaker than expected. The company said its “near-term handsets outlook is impacted by industry-wide memory supply constraints.” Bank of America and Susquehanna downgraded the stock.

- Shares of Peloton Interactive (PTON) fell after the company provided a weaker-than-expected revenue forecast for the fiscal third quarter, disappointing investors who hoped a recent hardware revamp would spur a long-promised turnaround. It also said its chief financial officer, Liz Coddington, will be leaving the company to pursue another opportunity. Coddington will stay through March and Peloton has begun a search for her successor.

- Estée Lauder (EL) shares tumbled after its outlook boost failed to reassure investors about the pace of the cosmetics conglomerate’s turnaround. The owner of the Jo Malone and Le Labo brands expects adjusted earnings per share in the range of $2.05 to $2.25 this fiscal year, according to a statement Thursday. In October, Estée Lauder guided for that figure to be between $1.90 to $2.10.

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

On this episode of Stock Movers:
- Alphabet (GOOG) topped projections for quarterly revenue and outlined an ambitious capital spending plan, far surpassing predictions, leveraging its growth to build out the data centers and infrastructure needed to lead in the AI age. Google’s parent company said capital expenditures will reach as much as $185 billion this year, compared with the $119.5 billion analysts expected. Fourth-quarter sales, excluding partner payouts, were $97.23 billion, surpassing the $95.2 billion average estimate, according to data compiled by Bloomberg.
- Qualcomm (QCOM) the largest maker of smartphone processors, gave a lackluster revenue forecast for the current period, stoking concern that component shortages will hurt consumer demand by driving prices up. The shares dropped in extended trading.Sales will be $10.2 billion to $11 billion in the second quarter, which runs through March, the company said Wednesday in a statement. Profit will be about $2.55 a share, excluding certain items. Analysts, on average, estimated revenue of $11.2 billion and earnings of $2.89 a share, according to data compiled by Bloomberg.
- Estee Lauder (EL) shares are down as the beauty company’s new annual forecasts come in below the consensus estimates at the midpoint of the projected range. The stock has climbed 14% year to date, outperforming the large-cap staple index’s 12% gain, and the S&P 500’s 0.5% advance.

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

On this episode of Stock Movers:
- Shell Plc said its fourth-quarter profit slumped, undershooting expectations as lower crude prices, a weak oil-trading performance and a struggling chemicals business dented earnings.
- Volvo Car shares plunged the most on record after the Swedish-origin automaker closed out last year with worse-than-expected earnings.
- A.P. Moller-Maersk plans to cut jobs and focus on cost discipline this year as the container giant seeks to insulate its earnings against deteriorating freight rates with Red Sea routes reopening. The shares fell.

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

On this episode of Stock Movers:
- BNP Paribas shares rose after it beat expectations and raised some targets, boosting Chief Executive Officer Jean-Laurent Bonnafe and his plan to prop up a lender that has long lagged peers.
- Rheinmetall's stock falls 2.1% on Tradegate versus the Xetra close following a pre-close call with analysts by the German maker of tanks and ammunition, which implied downgrades to consensus numbers for 2026.
- A.P. Moller-Maersk plans to cut jobs and focus on cost discipline this year as the container giant seeks to insulate its earnings against deteriorating freight rates with Red Sea routes reopening. The shares fell.

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

On this episode of Stock Movers:

- Arm Holdings (ARM) shares tumbled in late trading after the chip designer’s sales forecast disappointed investors, who have grown more skeptical of companies tied to artificial intelligence in recent days. Fiscal fourth-quarter revenue will be about $1.47 billion, the company said Wednesday in a statement. Though analysts predicted $1.4 billion on average, some projections topped $1.5 billion, according to data compiled by Bloomberg. Profit will be 58 cents a share, excluding certain items, compared with a 56-cent estimate.

- Alphabet (GOOGL) shares rise in afterhours trading after the company topped projections for quarterly revenue and outlined an ambitious capital spending plan, far surpassing predictions, leveraging its growth to build out the data centers and infrastructure needed to lead in the AI age.

- Qualcomm (QCOM) shares sink in late trading after the largest maker of smartphone processors, gave a lackluster revenue forecast for the current period, stoking concern that component shortages will hurt consumer demand by driving prices up. The shares dropped in extended trading.

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On this episode of Stock Movers:

- Super Micro (SMCI) closed 13.78% higher today after the company gave a forecast for sales in the current quarter that signaled strong demand for its gear to run AI data centers. Revenue will be at least $12.3 billion in the period ending March 31, the San Jose, California-based company said Tuesday in a statement.

- Qualcomm (QCOM) shares dropped in extended trading as the largest maker of smartphone processors, gave a lackluster revenue forecast for the current period. It stoked concern that component shortages will hurt consumer demand by driving prices up.

- Alphabet (GOOGL) shares sank more than 7% in afterhours trading. Alphabet said it was going to spend far more than planned in 2026, shocking investors on the cost of the artificial intelligence boom.

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

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Advanced Micro Devices (AMD) shares tumble after the chipmaker’s sales forecast underwhelmed investors, a sign it’s not making the AI inroads that Wall Street anticipated. First-quarter sales will be roughly $9.8 billion, plus or minus $300 million, the company said in a statement Tuesday. Analysts had estimated $9.39 billion on average, but some projections topped $10 billion, according to data compiled by Bloomberg

Super Micro Computer (SMCI) shares rise after the company gave a forecast for sales in the current quarter that signaled strong demand for its gear to run AI data centers. Revenue will be at least $12.3 billion in the period ending March 31, the San Jose, California-based company said Tuesday in a statement.

Applovin (APP) and Unity Software (U) shares declined as concerns about disruption related to AI services continue to spread. The drop follows a report from AdExchanger about the startup CloudX using AI agents to focus on mobile ad monetization

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On this episode of Stock Movers:

- Advanced Micro Devices (AMD) shares fell after the company's sales forecast underwhelmed investors, a sign that it's not making the AI inroads anticipated. The company reported first-quarter sales will be roughly $9.8 billion, plus or minus $300 million, which was lower than some projections that topped $10 billion.

- Super Micro Computer (SMCI) shares jump after the company gave a forecast for sales in the current quarter that signaled strong demand for its gear to run AI data centers. Revenue will be at least $12.3 billion in the period ending March 31, and fiscal third-quarter earnings, excluding some items, will be at least 60 cents a share.

- Eli Lilly (LLY) shares gain after the drugmaker gave revenue forecast for 2026 that surpassed Wall Street’s expectations, driven by volume growth in its GLP-1 assets — Mounjaro and Zepbound.

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On this episode of Stock Movers:

- Advanced Micro Devices (AMD) shares fell after the company's sales forecast underwhelmed investors, a sign that it's not making the AI inroads anticipated. The company reported first-quarter sales will be roughly $9.8 billion, plus or minus $300 million, which was lower than some projections that topped $10 billion.

- Chipotle (CMG) shares fell after the company said it expects sales at established locations to be "about flat" this year, below Wall Street's expectations. The company is struggling to convey value to budget-conscious diners, particularly younger consumers, and has pledged operational and strategic changes to turn things around.

- Match Group (MTCH) shares climb after the dating service provider reported revenue for the fourth quarter that beat the average analyst estimate.

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

On this episode of Stock Movers:

-Silicon Laboratories (SLAB) shares jump as much as 54% to $210.90 in premarket trading after Texas Instruments agreed to acquire the chip designer for $231 per share in cash, in a deal that represents a total enterprise value of approximately $7.5 billion. TXN shares slip 3.4% before the opening bell.

- Eli Lilly (LLY) provided an upbeat sales forecast for the year Wednesday as strong demand for its weight loss drug cemented its position at the top of the obesity market.The guidance was a sharp contrast to rival Novo Nordisk A/S, which warned investors Tuesday that its sales could drop as much as 13% this year on intensifying price competition in the weight loss market. Lilly, on the other hand, expects its sales to grow as much as 27% this year.

- Chipotle Mexican Grill (CMG) doldrums are set to extend into 2026, with the burrito chain offering a full year-sales target that fell short of Wall Street’s expectations.Sales at established locations are expected to be “about flat” this year, Chipotle said in a statement Tuesday. That’s below the average of estimates compiled by Bloomberg and follows a decline in comparable sales in 2025 — the first time that’s happened since Chipotle became a public company.

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

On this episode of Stock Movers:
- Uber Technologies (UBER) gave a weak profit outlook and promoted an outspoken driverless-vehicle bull to be its new chief financial officer, signaling further investment in a closely watched area of the ride-hailing company’s business. The executive, Balaji Krishnamurthy, has been with Uber for more than six years and is currently vice president of strategic finance and investor relations. He will replace current CFO Prashanth Mahendra-Rajah, who is leaving for another opportunity after less than three years at the company, according to a regulatory filing published Wednesday. The outgoing CFO will step down from his post on Feb. 16 and stay on as a senior finance adviser through July 1, the filing said.
- Eli Lilly & Co (LLY) provided an upbeat sales forecast for the year Wednesday as strong demand for its weight loss drug cemented its position at the top of the obesity market.The guidance was a sharp contrast to rival Novo Nordisk A/S, which warned investors Tuesday that its sales could drop as much as 13% this year on intensifying price competition in the weight loss market. Lilly, on the other hand, expects its sales to grow as much as 27% this year.
- Chipotle Mexican Grill’s (CMG) doldrums are set to extend into 2026, with the burrito chain offering a full year-sales target that fell short of Wall Street’s expectations.Sales at established locations are expected to be “about flat” this year, Chipotle said in a statement Tuesday. That’s below the average of estimates compiled by Bloomberg and follows a decline in comparable sales in 2025 — the first time that’s happened since Chipotle became a public company.

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

On this episode of Stock Movers:
- Novo Nordisk shares plunged after the company shocked investors by forecasting a steep decline in sales, evidence of an intensifying price war in obesity drugs.
- Beazley shares rise as much as 9.1% to hit a record high, as the Lloyd’s of London insurer agrees in principle to a sweetened £8 billion ($11 billion) takeover proposal from Zurich Insurance Group.
- Carlsberg widened its operating profit outlook compared with last year in a move reflecting the brewer’s cautious stance over future demand for its drinks.

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

On this episode of Stock Movers:
- Novo Nordisk shares plunged after the company shocked investors by forecasting a steep decline in sales, evidence of an intensifying price war in obesity drugs.
- Santander drops as much as 5%, the biggest intraday drop since October, after the Spanish lender announced the acquisition of Webster Financial in a $12 billion deal.
- LSEG dips after yesterday's sell-off in software and financial services stocks following Anthropic's announcement of a new AI tool to automate legal work.

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