Stock Movers

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

- Advanced Micro Devices (AMD) shares sink afterhours after a disappointing forecast for the current period, a sign it’s not making the kind of AI inroads that some investors anticipated.

- Novo Nordisk (NVO) ADRs tumble after an early release of its results, which were scheduled for Wednesday. The company said its sales will drop this year as its blockbusters Ozempic and Wegovy face ever-tougher competition and the company gets hit by the US government’s push to cut drug prices.

- PayPal (PYPL) shares plunge after the company announced HP Chief Executive Officer Enrique Lores will take the top job from Alex Chriss, whose turnaround plan failed to meet targets and streamline the sprawling payments business, and a separate statement showing fourth-quarter profit and revenue missed analysts’ estimates.

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On this episode of Stock Movers:

- Palantir (PLRT) shares rose following a revenue forecast for fiscal 2026 that significantly exceeded Wall Street expectations, a boost for the data analytics company after its shares have gotten off to a lackluster start so far this year.

- Walmart (WMT) ended the day higher as a rally pushed its market capitalization past $1 trillion on Tuesday for the first time ever, vaulting the world’s largest retailer into a category typically occupied by Big Tech firms such as Nvidia and Alphabet

- Homebuilders (S5HOME) rose on news broke of a massive program to develop “Trump Homes” that would address the US affordability crisis while allowing private capital to deploy many billions of dollars.

- Novo Nordisk (NVO) shares dropped after the drug company said its sales will drop this year as its blockbusters Ozempic and Wegovy face ever-tougher competition and the company gets hit by the US government’s push to cut drug prices.

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On this episode of Stock Movers:

-Palantir (PLRT) shares rise following a revenue forecast for fiscal 2026 that significantly exceeded Wall Street expectations, a boost for the data analytics company after its shares have gotten off to a lackluster start so far this year.

-Novo Nordisk (NVO) shares fall after the drug company said its sales will drop this year as its blockbusters Ozempic and Wegovy face ever-tougher competition and the company gets hit by the US government’s push to cut drug prices. 

-NXPI Semiconductors (NXPI) falls after the chipmaker reported slightly slower growth in the automotive market than anticipated last quarter as the company pursues a comeback.

-FedEx (FDX) shares extended a record run after two Wall Street analysts raised their calls to the equivalent of a buy, saying the shipping giant will benefit from efforts to boost its European business and a solid economic backdrop.

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On this episode of Stock Movers:

- Walmart (WMT) shares rise pushing its market capitalization past $1 trillion for the first time ever, according to data compiled by Bloomberg. The company has undergone a massive digital transformation, using technology to drive more engagement and incorporating artificial intelligence across its operations.

- Palantir (PLTR) shares rise. Wall Street expects Palantir to report another quarter of solid growth, with analysts estimating adjusted earnings per share will increase 63% to 23 cents in the final quarter of 2025.

- PayPal (PYPL) shares plunge after news that HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss, whose turnaround plan failed to meet targets.

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On this episode of Stock Movers:

- Walt Disney (DIS) shares drop after the company said Josh D’Amaro will succeed Bob Iger as chief executive officer, ending a three-year search to replace its long-serving leader.

- Teradyne (TER) shares soar on Tuesday after the semiconductor manufacturing company forecasted revenue for the first quarter that exceeded the average analyst estimate.

- Palantir (PLTR) shares rise. Wall Street expects Palantir to report another quarter of solid growth, with analysts estimating adjusted earnings per share will increase 63% to 23 cents in the final quarter of 2025.

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On this episode of Stock Movers:

- PayPal (PYPL) shares fell as much as 19% after the payments company reported adjusted earnings per share for the fourth quarter that missed the average analyst estimate. The firm also said Chief Executive Officer Alex Chriss will be replaced by HP Inc. CEO Enrique Lores. The weak results and outlook were worse than the market’s already low expectations, according to Jefferies. And the timing of the CEO change was sooner than most were expecting, according to Evercore ISI.

- Palantir (PLTR) Technologies shares rise 12% in premarket trading on Tuesday after the data-analysis software company gave a revenue forecast that is much stronger than expected. Analysts are positive about the company’s sales growth and free cash flow, while Baird upgrades to outperform from neutral.

- Teradyne (TER) shares soar as much as 22% in premarket trading on Tuesday after the semiconductor manufacturing company forecast revenue for the first quarter that exceeded the average analyst estimate.

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

On this episode of Stock Movers:
- Pfizer (PFE) reported revenue for the fourth quarter that beat the average analyst estimate.
- Merck (MRK) forecast 2026 sales and profit that missed Wall Street’s expectations as continued challenges with its HPV vaccine Gardasil, which may remain off the market in China this year, overshadowed growth from newer drugs. Full-year sales will be $65.5 billion to $67 billion, Merck said Tuesday, below the average estimate from analysts. The company expects adjusted earnings of as much as $5.15 a share. The stock fell as much as 3.2% in pre-market trading.
- Snacks and beverage company PepsiCo (PEP) reported better-than-expected fourth-quarter profit, buoyed by strong international demand, and announced a $10 billion share buyback.New York-based PepsiCo, which owns brands such as Lay’s and Gatorade, posted earnings per share of $2.26, slightly ahead of Wall Street estimates.

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

On this episode of Stock Movers:
- Amundi shares jumped after it reported a profit beat and also presented a share buyback.
- Publicis reported organic revenue for the fourth quarter that beat the average analyst estimate.
-Akzo Nobel sees little earnings improvement this year as the paint maker contends with muted demand from customers in North America and other markets.

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

-Palantir Technologies (PLTR) forecast revenue for fiscal 2026 that significantly exceeded Wall Street expectations. Annual revenue will be between $7.18 billion and $7.2 billion, and the company forecast sales in the current quarter of about $1.53 billion. Palantir's fourth-quarter revenue grew 70% to $1.41 billion, according to the company's statement.

-Oracle (ORCL) is selling $25 billion of investment-grade bonds to help finance infrastructure that powers artificial intelligence projects. The company is also raising equity in the form of equity-linked securities and common stock offerings, which is viewed as a positive by money managers amid concerns about the firm's debt levels.

-Walt Disney (DIS) shares slid after the world’s biggest entertainment company gave a tepid forecast for growth in the current period and the market awaits news on who will be its new leader.The stock fell as much as 8% at the market open in New York, the biggest intraday decline since November

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- Tesla (TSLA) European sales slump carried over into the new year, with registrations plummeting in two of the region’s leading markets for battery-electric vehicles. The carmaker’s French sales fell 42% last month to just 661 cars, the lowest in more than three years, the country’s auto association known as PFA said Sunday. In Norway — a lonely market in Europe where Tesla fared well last year — registrations plunged 88% in January.

- Sandisk (SNDK) reported adjusted earnings per share of $6.20, significantly beating the consensus estimate of $3.12, alongside revenue of $3.02 billion, which also surpassed expectations of $2.59 billion. The company highlighted a remarkable 64% sequential increase in datacenter revenue, driven by strong demand from AI infrastructure builders and technology companies.

- Western Digital (WDC) posted adjusted earnings of $2.13 a share for its fiscal second quarter, surpassing analysts' consensus estimates of $1.93, with revenue totaling $3.02 billion.

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

-Bed Bath & Beyond (BBBY) shares rise after the home retail company signed an agreement to buy Tokens.com to establish an investment and personal-finance platform for real estate and tokenized asset liquidity.

-Verra Mobility (VRRM) shares slide after the Washington Post reported that the Trump administration is restricting cities from using road safety grants for speed cameras.

-Walt Disney (DIS) shares fall after the world’s biggest entertainment company gave a tepid forecast for growth in the current period and the market awaits news on who will be its new leader.

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On this episode of Stock Movers:

- Tyson Foods (TSN) shares rise. First-quarter profits benefited from higher beef pricing and healthy chicken demand, even as the company continues to struggle with pressures from a severe cattle shortage. The company's beef business reported a $143 million adjusted operating loss in the quarter, while its chicken segment continued to see year-over-year growth on higher volumes.

- Walt Disney (DIS) shares fall. The company reported sales and earnings for its fiscal first quarter that exceed analysts’ expectations, but the company gave a tepid outlook for growth in the current period. Disney’s results for the quarter ending Dec. 27 were boosted by record sales at its theme parks division.

- Oracle (ORCL) shares rise after plans to raise $45 to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity. On Monday, it kicked off a US dollar bond offering that is expected to be about $20 billion to $25 billion, according to people with knowledge of the matter.

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On this episode of Stock Movers:

- Coinbase (COIN) shares fall. Cryptocurrency-linked stocks fell after Bitcoin prices over the weekend slid to their lowest price since April. B. Riley analyst Fedor Shabalin notes that crypto markets over the past week were pressured by macro headwinds from heightened geopolitical tensions and a US government shutdown.

- Disney (DIS) shares fall. The company reported sales and earnings for its fiscal first quarter that exceed analysts’ expectations, but the company gave a tepid outlook for growth in the current period. Disney’s results for the quarter ending Dec. 27 were boosted by record sales at its theme parks division.

- MP Materials (MP) shares rise on the news the Trump admininstration is creating a $12B stockpile of critical minerals. The venture, dubbed Project Vault, will marry $1.67 billion in private capital with a $10 billion loan from the US Export-Import Bank to procure and store minerals for manufacturers.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:

- Devon Energy (DVN) shares fell and Coterra Energy dropped after the firms said they will merge in an all-stock transaction with a combined enterprise value of around $58 billion. Energy stocks are also trading lower on Monday amid a slump in oil prices.

- Cryptocurrency-linked stocks, like Coinbase (COIN,) fall in premarket trading after Bitcoin prices over the weekend slid to their lowest price since April.

- Oracle (ORCL) has kicked off a US dollar bond offering as the software giant looks to raise $45 billion to $50 billion through a combination of debt and equity sales to build additional cloud infrastructure capacity.The bond deal is expected to be about $20 billion to $25 billion, according to people with knowledge of the matter, who asked not to be identified because they’re not authorized to speak publicly.

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

On this episode of Stock Movers:
- Walt Disney (DIS) reported sales and profit that beat estimates in the first quarter of its fiscal year, boosted by a record $10 billion in revenue from the division that includes parks and cruises.Earnings per share in the period were $1.63, beating the average analyst estimate of $1.56.The bulk of the company’s profits in the quarter were delivered by the parks and cruises unit led by Josh D’Amaro, a candidate to succeed Bob Iger as chief executive officer when Iger steps down this year.
- Tesla’s (TSLA) European sales slump carried over into the new year, with registrations plummeting in two of the region’s leading markets for battery-electric vehicles.The carmaker’s French sales fell 42% last month to just 661 cars, the lowest in more than three years, the country’s auto association known as PFA said Sunday. In Norway — a lonely market in Europe where Tesla fared well last year — registrations plunged 88% in January.
- Oracle (ORCL) plans to raise $45 billion to $50 billion this year through a combination of debt and equity sales to build additional cloud infrastructure capacity, reflecting the scale of financing needed to feed AI’s growth. Oracle is raising money to build additional capacity to meet the contracted demand from the company’s largest cloud customers, including Advanced Micro Devices Inc., Meta Platforms Inc., Nvidia Corp., OpenAI, TikTok Inc. and xAI Corp., the company said in a statement Sunday.

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

On this episode of Stock Movers:

- Anglo American is one of a number of European mining stocks falling as traders unwind their metals exposure. Copper is extending a slump from a record, while gold and silver fell again.
- Novo Nordisk shares drop as much as 3.3% after ABG Sundal Collier downgraded the stock to hold from buy, saying Wednesday’s results won’t de-risk the “2026 investor story.”
- Intesa Sanpaolo SpA plans to return about €50 billion ($59.3 billion) to investors through 2029 as Chief Executive Officer Carlo Messina doubles down on a strategy to prioritize payouts over large deals.

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

On this episode of Stock Movers:
- Fresnillo and European mining stocks have fallen as traders unwind their metals exposure. Copper is extending a slump from a record, while gold and silver fell again.
- Shares in Danish jeweller Pandora jump as much as 9.6%, the most since April, as silver prices extended their slide.
- Auction Tech drops 8.1% as FitzWalter capital abandoned its takeover bid after a series of approaches was rejected.

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A look at the biggest stories in stocks in the coming week. 

Big Tech earnings are still in focus with Alphabet, Amazon and AMD all reporting in the coming days. Bloomberg's Nathan Hager previews the numbers with Mandeep Singh of Bloomberg Intelligence. 

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

-SanDisk (SNDK) ended the week higher. The digital storage company is extending its blistering rally as the top performing stock in the S&P 500 Index. The gains come as investors shift their bets from the biggest technology companies that are pledging billions of dollars in capital expenditures to build out artificial intelligence technology to the beneficiaries of that spending. The group includes memory storage makers as well as other stocks associated with AI infrastructure. 

-Humana (HUM) shares dropped at the end of the week following a proposal from the Trump administration to limit federal payments to the plans, known as Medicare Advantage, next year. Some of the pullback in government support has been percolating for a long time, but there’s no sign things will turn around soon. As Trump increasingly faces criticism for Americans’ affordability challenges, he has begun targeting insurers. In December, he said insurance companies “are making so much money, and they have to make less, a lot less.”

-Deckers (DECK) ended the week higher after the owner of the Ugg and Hoka footwear brands raised its annual earnings and sales forecast, beating the average analyst estimate. Analysts note strength in the retailer’s direct-to-consumer (DTC) channels in the United States. 

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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.

-Deckers (DECK) ended the day higher after the footwear company raised its net sales guidance and earnings per share outlook for the full fiscal year, beating the average analyst estimate.

-SanDisk (SNDK) shares rose extending a massive rally in the computer hardware and storage company after second-quarter revenue beat expectations. Raymond James analyst upgraded the stock to outperform from market perform.

-Unity Software (U) stocks fell  on fears of possible artificial intelligence disruption after Google began to roll out Project Genie. Shares of San Francisco-based Unity sank as much as 28% — the worst one-day drop since 2022. Video game developers Take-Two Interactive Software and CD Projekt SA also saw their stock fall 9.3% and 8.0%, respectively, while online gaming platform Roblox Corp. dropped 15%.

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

On this episode of stock movers: 

-Apple (AAPL) shares are little changed after the tech giant delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins. Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street — showing that Apple can maintain momentum after an iPhone-fueled sales surge in the December quarter.

-Sandisk (SNDK) shares rally after the computer hardware and storage company’s second-quarter revenue beat expectations. The company said it sees adjusted earnings per share between $12 and $14 in the third quarter. Wall Street had expected $4.95 a share, spurring several analysts to raise their ratings and price targets for the stock, which is up roughly 160% to start the year and around $1,600% since it went public last February.

-Verizon (VZ) shares rise after the wireless provider reported its biggest gain in mobile phone subscribers since 2019 and announced plans to buy back as much as $25 billion in shares, signaling turnaround efforts under new Chief Executive Officer Dan Schulman are starting to bear fruit.

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On this episode of Stock Movers:

-Apple (AAPL) shares sink after the iPhone maker warned that rising component costs are threatening to squeeze margins. The company also posted its largest first-quarter sales growth in over four years, driven by strength in its closely-watched iPhone segment.

-Tesla (TSLA) shares rise after news that SpaceX is considering a potential merger with the company, as well as an alternative combination with artificial intelligence firm xAI. 

-American Express (AXP) shares drop after the credit card company reported 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 of Stock Movers:

-Apple (AAPL) shares fall slightly after upbeat earnings. The tech giant delivered record quarterly sales and a better-than-anticipated forecast for the current period, even as the company warned that rising component costs are threatening to squeeze margins. Revenue will rise 13% to 16% in the second quarter, which runs through March, the company said Thursday during a conference call with analysts. That exceeded the 10% projected by Wall Street — showing that Apple can maintain momentum after an iPhone-fueled sales surge in the December quarter.

-Decker (DECK) shares after the owner of the Ugg and Hoka footwear brands raised its annual earnings and sales forecast, beating the average analyst estimate. Analysts note strength in the retailer’s direct-to-consumer (DTC) channels in the United States. 

-American Express (AXP) shares drop after the company’s Platinum card refresh boosted expenses more than expected and profit fell short of analysts’ estimates.
Fourth-quarter expenses of $14.5 billion were 10% higher than a year earlier and missed the $14.2 billion estimate. Amex last year announced a refresh of its popular Platinum card that included a raft of new perks, including $400 a year of dining credits at Resy restaurants.

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

On this episode of Stock Movers:

- Asta Energy shares open at €43 in Frankfurt on their first day of trading after the electrical power equipment firm’s €165 million initial public offering. The shares surged 46%.
- Swatch forecast strong growth for this year after the maker of Tissot and Omega watches saw a rebound in demand over the second half of 2025.The shares rose as much as 7.5% in early Swiss trading, the biggest intraday gain since October.
- Experian shares rise as much as 3.9%, the most since July, after the UK credit and marketing services firm announced a $1 billion share repurchase program.

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

On this episode of Stock Movers:

- Adidas gains as much as 5.1%, the most since April, after the sportswear company reported preliminary fourth-quarter operating profit that beat consensus estimates and announced a share buyback program of as much as €1 billion. Morgan Stanley described the results as “encouraging.”
- Swatch forecast strong growth for this year after the maker of Tissot and Omega watches saw a rebound in demand over the second half of 2025.The shares rose as much as 7.5% in early Swiss trading, the biggest intraday gain since October.
- Signify slumps as much as 13%, the most since July, after the lighting specialist issued a profit warning for 2026, with adjusted Ebita margin now seen significantly below analyst expectations.

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

On this episode of Stock Movers:

- Apple (AAPL)'s revenue in the holiday quarter trounced Wall Street estimates, driven by strong demand for the new iPhone 17, growth in services and a rebound in China. jumped 16% to $143.8 billion in the period that ended Dec. 27, driven by strong demand for the new iPhone 17, growth in services and a rebound in China. The company's revenue from the iPhone totaled $85.3 billion during the period, with higher-end versions of the device being especially popular, and services generated $30 billion in the quarter.

- Microsoft (MSFT) shares got caught up in a selloff Thursday that wiped out $357 billion in value, second-largest for a single session in stock market history. The software giant’s stock closed down 10%, its biggest plunge since March 2020, following Microsoft’s earnings after the bell Wednesday, which showed record spending on artificial intelligence as growth at its key cloud unit slowed.

- Meta Platforms (META) shares climbed as much as 11% on Thursday, their biggest intraday jump since July 31, after the Facebook parent gave a revenue outlook that was much stronger than expected, which helped offset the impact of higher AI-related spending.

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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.

- Meta (META) shares closed 10% higher the day after it announced results, their biggest intraday jump since July 31, after the Facebook parent gave a revenue outlook that was much stronger than expected, which helped offset the impact of higher AI-related spending. The social networking giant topped projections for holiday quarter revenue and gave a strong forecast for the current period during its earnings report Wednesday. Improvements in its online advertising business are making it possible for Meta to spend hundreds of billions of dollars over the next few years on AI infrastructure. Meta’s shares jumped more than 11% in extended trading. 

- Royal Caribbean Group (RCL) soared 17%. While adjusted earnings and revenue for the fourth quarter were in line with expectations, the cruise operator's 2026 earnings guidance blew past forecasts.

- Microsoft (MSFT) plunged the most in almost six years after reporting record spending and slowing cloud sales growth, fueling investor concerns that it could take longer than expected for the company’s AI investments to pay off. The shares sank by as much as 11% to $429.24, for the biggest intraday slide since March 2020.

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On this episode of Stock Movers:
- Microsoft (MSFT) shares drop after the software giant’s report featured an underwhelming read on growth in its Azure cloud-computing business. Analysts also noted higher-than-expected expenses.
- Meta Platforms (META) shares rise after the company reported a better-than-expected sales outlook that helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.
- Lockheed Martin (LMT) shares soared after the maker of missiles and F-35 fighter jets forecasted 2026 earnings above analyst expectations. The company also announced a framework agreement with the Defense Department to quadruple its output of THAAD missile interceptors.

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On this episode of Stock Movers:
- Southwest Airlines (LUV) shares rise after the airline reported adjusted earnings per share of 58 cents for the fourth quarter, compared with the 57 cents analysts expected on average. The company is working to add premium options and has launched assigned seats as part of its strategy to boost profit.
- Las Vegas Sands (LVS) shares fall after after the casino operator reported fourth-quarter results. The print showed that adjusted property Ebitda at a number of the company’s Macao properties — including The Venetian and Londoner — fell short of Wall Street’s expectations. 
- Microsoft (MSFT) shares drop after the software giant’s report featured an underwhelming read on growth in its Azure cloud-computing business. Analysts also noted higher-than-expected expenses.

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

On this episode of Stock Movers:
- Meta Platforms (META) shares rise after the Facebook parent gave a revenue outlook that was much stronger than expected, which helped offset the impact of higher AI-related spending.
-Microsoft (MSFT) shares fall after the software giant’s report featured an underwhelming read on growth in its Azure cloud-computing business. Analysts also noted higher-than-expected expenses.
- Tesla (TSLA) will spend over $20 billion on a dramatic reshuffling of factory lines reflecting Elon Musk’s repositioning of the carmaker coming off a multiyear sales slump. The capital expenditures planned for 2026 — more than double last year’s outlay and almost twice as much as Wall Street was expecting — will go to ramping up production of cars, batteries and robots across half a dozen plants. To make room for new Optimus humanoids, Tesla will discontinue its two oldest vehicles, the Model S sedan and Model X SUV.

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On this episode of Stock Movers:
- SAP shares drop as much as 11%, the biggest intraday decline in more than five years, after the software firm reported 25% growth in current cloud backlog on constant-currency basis.
- European mining shares are the best-performers on the Stoxx 600 benchmark on Thursday after copper posted its biggest one-day gain in years to hit a record above $14,000 a ton. Rio Tinto +2.5%, is the biggest contributor to the gains by index points.
- Ocado shares drop as much as 8.9% to the lowest in over a month, after the online grocer’s Canadian partner decided to close its automated warehouse in Calgary due to slower-than-expected growth in the Alberta area.

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On this episode of Stock Movers:
- SAP shares drop as much as 11%, the biggest intraday decline in more than five years, after the software firm reported 25% growth in current cloud backlog on constant-currency basis.
- STMicroelectronics NV, a chip supplier for Tesla Inc. and Apple Inc., forecast first-quarter revenue that beat analysts’ estimates after demand from consumer electronics customers showed signs of recovery at the end of last year. STMicro shares rose 3.4% to €25.81 in Paris trading at 9:12 a.m
- Deutsche Bank announced a €1 billion buyback along with €1.9 billion in dividends and flagged more payouts in the second half. The stock fell as much as 3% in early Frankfurt trading.

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On this episode of Stock Movers, we focus on earnings from three major tech companies:

- Tesla (TSLA) plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. The automaker entered into an agreement this month to acquire preferred shares as part of xAI’s latest funding round, Tesla said Wednesday in a statement with fourth-quarter results. The companies also entered into a “framework agreement” to strengthen their relationship and “enhance Tesla’s ability to develop and deploy AI products and services into the physical world.” The shares rose in extended trading in New York. The stock rose 11% in 2025, underperforming the S&P 500 Index.

- Meta (META) topped projections for quarterly revenue and gave a strong forecast for the current period, boosted by a robust online advertising business that is making it possible for the company to invest in artificial intelligence at record levels this year. The social-media company’s shares jumped more than 11% in extended trading. Meta on Wednesday said first-quarter sales will be $53.5 billion to $56.5 billion, beating the $51.3 billion average analyst estimate. Meta shares gained as much as 11% in after-market trading after closing at $668.73.

- Microsoft (MSFT)’s spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Capital expenditures for the fiscal second quarter hit $37.5 billion, up 66% from a year earlier and exceeding analyst estimates for $36.2 billion. The Azure cloud-computing unit posted a 38% revenue gain during the quarter when adjusting for currency fluctuations, just meeting analysts’ projections. Microsoft shares fell about 5% in extended trading after closing at $481.63 in New York.

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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.

- Microsoft (MSFT)’s spending surged to a record high in the last three months of 2025, sending the shares down amid investor concerns that it will take longer than expected for the company’s AI investments to pay off. Capital expenditures for the period hit $37.5 billion, exceeding analyst estimates for $36.2 billion.Microsoft shares fell about 4% in extended trading after closing at $481.63 in New York.

- Tesla (TSLA) reported fourth-quarter profit that surpassed expectations, showing the automaker is making progress toward overcoming rising costs and an end to US incentives for electric vehicles. Adjusted earnings per share were 50 cents in the period, the company said Wednesday in a statement, higher than the average of analyst estimates. The results snap a string of quarters in which profit was weaker than expected. Share initially rose afterhours.

- Meta (META) said it will spend far more than analysts expected on data centers and more for artificial intelligence, increasing pressure on the business to show a return on that investment. Shares whipsawed in the aftermarket, initially falling as much as 4.7%.

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On this episode of Stock Movers:
- Starbucks (SBUX) shares rise after Chief Executive Officer Brian Niccol delivered the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year.
- AT&T (T) shares gain after the company reported fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by customers who subscribed to more than one connectivity service.
- Textron (TXT) shares fall after the manufacturer of Cessna aircraft and Bell helicopters provided a 2026 profit forecast that disappointed, as the company expects a 70% increase in capital expenditures.

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On this episode of Stock Movers:
- ASML (ASML NA) shares soar after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency.
- Texas Instruments (TXN) shares jump after giving a surprisingly robust forecast for the first quarter, indicating that demand for industrial equipment and vehicles is recovering from a rough patch.
- AT&T (T) shares rise after reporting fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by what it described as the best broadband subscriber growth in a decade.

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On this episode of Stock Movers:
- ASML Holding (ASML NV) shares soared to the highest ever after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency.
- Seagate Technology (STX) shares rise after the computer hardware and storage company’s second-quarter results beat expectations and it gave a positive outlook. Analysts note that results were boosted by strong gross and operating margins.
- Starbucks (SBUX) Chief Executive Officer Brian Niccol delivered the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year.Global sales at established locations rose 4% in the most recent quarter, the company said in a statement. That topped even the most optimistic analyst expectations and built on positive results from the previous period after a lengthy slump.

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On this episode of Stock Movers:
- ASML Holding (ASML NA) shares soared to the highest ever after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency.Bookings in the fourth quarter were a record $15.8 billion, as artificial intelligence fueled demand for its most sophisticated equipment, the Veldhoven, Netherlands-based company said in a statement on Wednesday.
- Amazon.com (AMZN) will terminate about 16,000 corporate employees, ratcheting up efforts to streamline bureaucracy amid rising competition over artificial intelligence. The company will offer US-based employees 90 days to search for a new role internally, as well as severance and other transition support, Beth Galetti, Amazon’s senior vice president of people experience and technology said Wednesday in a blog post.
- GE Vernova’s (GEV) total backlog jumped by $31.2 billion last year amid strong orders for gas turbines and grid equipment. The backlog has now reached $150 billion, and includes an increase in gas turbine orders from 33 gigawatts to 40 gigawatts, the company said Wednesday in its earnings report.

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On this episode of Stock Movers:
- ASML's orders in the fourth quarter far exceeded analysts’ expectations, as the rapid development of artificial intelligence. Shares surged as much as 7.5% in early trading.
- Debenhams said it is trading above expectations and full year Adjusted EBITDA for total operations is now expected to be £50m, according to a trading update.
- Societe Generale shares fall as much as 2.1% after Keefe, Bruyette & Woods cut the recommendation on the stock to market perform from outperform, the third downgrade for the French lender this month. Analysts note the risk of the company “underwhelming” following recent months of sharp increases in expectations.

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On this episode of Stock Movers:
- ASML's orders in the fourth quarter far exceeded analysts’ expectations, as the rapid development of artificial intelligence. Shares surged as much as 7.5% in early trading.
- Sales at LVMH’s key fashion unit fell over the holiday season as Louis Vuitton’s owner continued to suffer from sluggish demand, setting back hopes of a wider luxury rebound.Shares fell 7.4%, the most since April.
- Volvo said truck demand is improving in some markets as customers return after months of weak freight conditions and policy uncertainty.Volvo shares rose as much as 3.2% in early Stockholm trading Wednesday.

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On this episode of Stock Movers:
- Texas Instruments (TXN) soared in late trading after giving a surprisingly robust forecast for the first quarter, indicating that demand for industrial equipment and vehicles is recovering from a rough patch. Revenue will be $4.32 billion to $4.68 billion in the first quarter, the company said in a statement Tuesday. The midpoint of that range exceeded the average estimate of $4.42 billion. Profit in the period will be as much as $1.48 a share, compared with a projection of $1.26. The upbeat outlook signals that customers have worked through a backlog of inventory and are starting to make purchases again. Chief Executive Officer Haviv Ilan, who runs the largest maker of analog chips, said that orders improved through the fourth quarter.
- GM (GM) expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks, fueled by demand for its highest-margin vehicles. Adjusted earnings before interest and taxes this year will range from $13 billion to $15 billion, which is higher than last year’s $12.7 billion, the company said Tuesday in a statement that also detailed fourth-quarter results. GM made $2.51 a share in the latest quarter, a result that easily beat Wall Street analysts’ consensus forecast of $2.28. GM shares rose 5.7% to $83.96 as of 9:39 a.m. in New York. The stock posted a more than 50% gain in 2025.
- Shares of health insurers continued to fall on Tuesday following a Monday proposal from the Trump administration to limit federal payments to the plans, known as Medicare Advantage, next year. On top of that, UnitedHealth Group forecast its annual revenues will shrink this year for the first time since the 1980s — partially as a result of other federal changes over the last few years undercutting its strategy. UnitedHealth Group (UNH) was down 20% at 12:24 p.m. in New York on Tuesday, erasing more than $60 billion of market value. It’s lost nearly half its value over the last year. CVS Health (CVS) dropped about 15% on Tuesday while Humana (HUM) fell 20%.

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On this episode of Stock Movers:

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- Texas Instruments (TXN), the biggest maker of analog chips, gave a strong revenue forecast for the current period, indicating that demand for industrial equipment and vehicles is beginning to rebound. Revenue will be $4.32 billion to $4.68 billion in the first quarter, the company said in a statement Tuesday. The midpoint of that range edged past the $4.42 billion estimated on average by analysts. Profit in the period will be as much as $1.48 a share, compared with a projection of $1.26. Texas Instruments shares rose about 5% in extended trading after the report was released. They had gained 13% to $196.63 this year before Tuesday’s close

- Shares of health insurers continued to fall on Tuesday following a Monday proposal from the Trump administration to limit federal payments to the plans, known as Medicare Advantage, next year. On top of that, UnitedHealth Group forecast its annual revenues will shrink this year for the first time since the 1980s — partially as a result of other federal changes over the last few years undercutting its strategy. UnitedHealth Group (UNH) was down 20% at 12:24 p.m. in New York on Tuesday, erasing more than $60 billion of market value. It’s lost nearly half its value over the last year. CVS Health (CVS) dropped about 15% on Tuesday while Humana (HUM) fell 20%.

- JetBlue (JBLU) fell after reporting a wider loss than expected last quarter, capping a bruising 2025 as the US carrier hopes demand from higher-paying customers will fuel a return to profitability. The New York-based carrier posted an adjusted loss of 49 cents a share, three cents worse than the average of analyst estimates. Operating revenue came in slightly ahead of Wall Street projections. Shares in JetBlue fell 4.2% to $4.87 as of 11:06 a.m. New York time. The stock sank 42% last year, compared with an 11% gain for the Russell 2000 Inde

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On this episode of Stock Movers:
- UnitedHealth Group (UNH) forecast a decline in 2026 revenue, the first annual contraction in more than three decades, as the insurer falters in its attempt to rebuild confidence with investors after a stunning fall last year. The news was the second blow to shareholders in as many days. Late Monday, the US proposed holding payments to private Medicare plans flat next year, a huge disappointment that caused the stock to tumble as much as 10% in after-hours trading. Shares plunged again after the company’s results, falling nearly 18% in New York on Tuesday when markets opened. The decline erased more than $55 billion in market value.
- American Airlines (AAL) said it’s poised for a strong year as the carrier ramps up premium offerings, but first it’s trying to survive winter weather that’s prompting thousands of cancellations at major US hubs. The Texas-based airline already postponed almost 800 flights Tuesday, according to FlightAware — the most of any major carrier — after scrapping more than half on Monday amid snow and frigid temperatures in large parts of the eastern US.
- Corning (GLW) announced a multiyear, up to $6 billion agreement with Meta Platforms Inc. to supply optical fiber, cable, and connectivity solutions for Meta’s advanced data centers supporting its AI ambitions. Shares of the company rallied in trading on Tuesday.

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On this episode of Stock Movers:
- UnitedHealth, (UNH) shares plunge after the company forecasted a decline in 2026 revenue, the first annual contraction in more than three decades, as the insurer falters in its attempt to rebuild confidence with investors.
- Northrop Grumman (NOC) shares rise after fourth-quarter income rose 17%. The company reached a record backlog in orders as nations boost spending on weapons and space programs amid heightened global tensions.
- RTX shares gain after profit topped Wall Street estimates in the final months of last year, a sign of momentum as the aerospace and defense manufacturer awaits a potentially huge jump in US military spending.

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On this episode of Stock Movers:
- General Motors (GM) shares rise after the company said it expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks.
- JetBlue (JBLU) shares slump after the company reported a wider loss than expected last quarter, highlighting challenges in its strategy to win over higher-paying customers.
- United Parcel Service (UPS) shares climb after the company forecasted full-year sales above Wall Street’s expectations as it forges ahead with plans to cut less-profitable package volume out of its network.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- UnitedHealth Group (UNH). forecast a decline in 2026 revenue, the first annual contraction in more than three decades, as the insurer falters in its attempt to rebuild confidence with investors after a stunning fall last year. The news was the second blow to shareholders in as many days. Late Monday, the US proposed holding payments to private Medicare plans flat next year, a huge disappointment that caused the stock to tumble as much as 10% in after-hours trading.
- JetBlue (JBLU) shares drop as much as 9.5%, the most intraday in nearly three months, after the airline reported a loss for the fourth quarter that was wider than the average analyst estimate.
- FAT Brands (FAT), the owner of restaurant chains Fatburger, Johnny Rockets and Twin Peaks, filed for bankruptcy, adding to a string of casual-dining brands that have sought court protection from creditors.The Beverly Hills-based company filed for Chapter 11 bankruptcy in Texas on Monday, court documents show. The company has around $1.45 billion of funded debt obligations outstanding, according to a court filing from FAT Brands’ chief restructuring officer dated Jan. 27.

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On this episode of Stock Movers:
- UnitedHealth (UNH) shares extended losses after the health insurer gave a revenue forecast for 2026 that disappointed Wall Street. Late Monday, the US proposed holding payments to private Medicare plans flat for next year, weighing on shares of health insurers.
- General Motors (GM) shares rise after the automaker gave an outlook for full-year adjusted Ebit with a midpoint above what analysts expected.
- United Parcel Service (UPS) forecast full-year sales above Wall Street’s expectations as it forges ahead with plans to cut less-profitable package volume out of its network. Revenue will be about $89.7 billion in 2026, UPS said Tuesday in a statement that also detailed quarterly financial results. Analysts had anticipated $87.95 billion on average in estimates compiled by Bloomberg. The company said its adjusted operating margin will be about 9.6%.

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On this episode of Stock Movers:
- France’s billionaire Pinault family agreed to sell its 29% stake in Puma to China’s Anta Sports Products, paring back its holdings beyond the luxury-goods industry as it focuses on a turnaround at the key Gucci brand. Puma shares jumped as much as 21% in early Frankfurt trading, roughly halving the past year’s decline.
- Dr. Martens shares drop as much as 7.6%, the most since November, after the shoemaker reported a decline in revenue. RBC Capital Markets analyst Piral Dadhania attributed the stock’s negative reaction to “softer than expected revenue momentum through peak trading.”
- Credit Agricole shares rise as much as 2.5%, the second-best performer on the Stoxx 600 Banks Index on Tuesday, after Oddo raises its recommendation on the French lender to outperform from neutral

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On this episode of Stock Movers:

- France’s billionaire Pinault family agreed to sell its 29% stake in Puma to China’s Anta Sports Products, paring back its holdings beyond the luxury-goods industry as it focuses on a turnaround at the key Gucci brand. Puma shares jumped as much as 21% in early Frankfurt trading, roughly halving the past year’s decline.
- Burberry gets upgraded to overweight from equal weight at Barclays as analysts see the UK fashion brand’s turnaround strategy paying off.
- Cranswick shares rise as much as 4.7%, hitting a five-month high, after the food producer said annual adjusted pretax profit should come in toward the upper-end of market expectations following strong topline growth in the third quarter, including over the key Christmas period.

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On this episode of Stock Movers:

- USA Rare Earth (USAR) signed a non-binding agreement with the Commerce Department for $1.6 billion in funding, the latest White House deal to boost production of rare-earth elements on domestic soil. The pact — which comes alongside $1.5 billion in private-sector investment — will support the company’s spending on rare-earths mining, processing, metal-making and magnet manufacturing, the Oklahoma-based company said in a statement. USA Rare Earth is one of several companies pursuing what would be the first new US rare-earths mines in decades, if they’re completed. Shares of USA Rare Earth rose as much as 29% on Monday.

 
- GameStop (GME) rallied on Monday after Michael Burry, the money manager made famous by The Big Short, wrote that he has been buying the stock. In a post on Substack, Burry expressed his confidence in the company’s chairman and chief executive officer, Ryan Cohen, who has tried a number of strategies to confront the challenges facing GameStop’s network of physical stores as online gaming becomes more popular. GameStop soared to enormous gains back in 2021 and became the iconic meme stock after Cohen initially took a big stake in the company. Burry was also an investor at the time, but he later said that he had sold the stock before its dramatic ascent. The company has been lagging the broader market over the last year and is far below the pandemic-era peak.

 
- Shares of major US insurers, like UnitedHealth Group (UNH) and CVS (CVS) tumbled after the US proposed holding payments to private Medicare plans flat next year, a huge disappointment for investors. Shares of UnitedHealth Group Inc. fell as much as 9.3% in afterhours trading in New York Monday, while CVS Health Corp. dropped as much as 10% and Humana Inc. sank more than 15%. Medicare Advantage payment rates will rise by just 0.09% in 2027, the Centers for Medicare and Medicaid Services said in a release. Analysts had been expecting an increase as high as 6%.

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