Stock Movers

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.

- 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.

- CoreWeave (CRWV) traded higher today after Nvidia (NVDA), the dominant maker of artificial intelligence chips, invested an additional $2 billion in the cloud computing firm. Nvidia purchased CoreWeave Class A common stock at $87.20 a share, the companies said Monday, in a move aimed at speeding up an effort to add more than 5 gigawatts of AI computing capacity by 2030. As part of the collaboration, CoreWeave will be among the first to deploy forthcoming Nvidia products, including storage systems and a new central processing unit, or CPU. Nvidia, already a CoreWeave investor, previously agreed to buy more than $6 billion in services from the firm through 2032. CoreWeave shares rose as much as 17% in trading Monday, while Nvidia’s stock inched up by less than 1%. 

- Trade Desk (TTD) fell after the advertising technology company said the employment of Chief Financial Officer Alex Kayyal was terminated over the weekend.

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On this episode of Stock Movers:
- Coreweave (CRWV) shares rise after Nvidia, the dominant maker of artificial intelligence chips, invested an additional $2 billion in the cloud computing firm, marking the latest example of the circular financing deals that have lifted valuations of AI companies and fueled concerns about a bubble.
- USA Rare Earth (USAR) shares gain after it entered into a non-binding letter of intent with the US Department of Commerce for $1.6 billion in funding in exchange for 16.1 million shares issued to the department as well as warrants. USA Rare Earth also raised $1.5 billion in private investment to accelerate domestic heavy rare-earth production.
- AppLovin (APP) shares up after Needham upgraded the mobile-app marketing company to buy from hold. Analyst Bernie McTernan has “more confidence in the trajectory of e-commerce revenue growth in ‘26E coming at the same time the stock has pulled back off the highs a month ago”

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On this episode of Stock Movers:
- CVC (CVC) shares drop after the company agreed to buy Marathon Asset Management in a cash and equity transaction with a base consideration valued at as much as $1.2 billion.
- Mankind (MNKD) shares rise after the FDA approved an update to the company’s inhaled insulin, revising recommendations for the starting mealtime dosage.
- Revolution Medicines (RVMD) shares drop on news Merck is no longer in talks to acquire biotech firm.

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On this episode of Stock Movers:
- Merck (MRK) is no longer in talks to acquire biotech firm Revolution Medicines (RVMD) after the two companies couldn’t agree on a price, the Wall Street Journal reported, citing people familiar with the matter.A deal could have valued Revolution Medicines at around $30 billion, the report said, adding that talks could restart or another suitor could emerge. Merck is seeking deals that will strengthen its treatments portfolio to counter patent losses that will erode sales by $18 billion over the next five years.
- USA Rare Earth (USAR) shares rise after it entered into a non-binding letter of intent with the US Department of Commerce for $1.6 billion in funding in exchange for 16.1 million shares issued to the department as well as warrants. US Rare Earth also raised $1.5 billion in private investment to accelerate domestic heavy rare-earth production.
- Nvidia (NVDA) the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave (CRWV) to help speed up an effort to add more than 5 gigawatts of AI computing capacity by 2030. Nvidia purchased CoreWeave Class A common stock at $87.20 a share, the companies said Monday. As part of the collaboration, CoreWeave will be among the first to deploy forthcoming Nvidia products, including storage systems and a new central processing unit, or CPU. Nvidia, already a CoreWeave investor, previously agreed to buy more than $6 billion in services from the firm through 2032.

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On this episode of Stock Movers:
- Silver miners, like Hecla (HL) are set to continue outperforming the metal in 2026 as operating leverage, earnings momentum and investor preference for equities amplify gains from elevated prices.
- USA Rare Earth (USAR) shares soar as much as 62% in premarket trading after the Financial Times reported that the Trump administration is planning to invest $1.6 billion into the mining company.
- Revolution Medicines (RVMD) shares slide as much as 20% in premarket trading after the Wall Street Journal reported that Merck ended talks to acquire the biotech firm, citing people familiar with the matter.

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On this episode of Stock Movers:
- CVC Capital Partners Plc has agreed to buy US credit manager Marathon Asset Management, the latest example of consolidation among alternative investment firms.
- Infant formula stocks could be in focus again on Monday as a crisis that’s engulfed Nestlé, Danone and Groupe Lactalis widens.
- Shares in Fnac Darty surged as much as 19%, their biggest jump since 2015, after the French retailer received a €36 per share offer from EP Group, led by Czech billionaire Daniel Kretinsky.

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On this episode of Stock Movers:
- Ryanair Holdings Plc raised its full-year guidance for passenger growth and fares as the Irish budget carrier benefits from improved Boeing aircraft deliveries and stronger travel demand. Ryanair fell 0.8% in early European trading, with some analysts calling the outlook conservative.
- Infant formula stocks could be in focus again on Monday as a crisis that’s engulfed Nestlé, Danone and Groupe Lactalis widens.
_ Private equity firms Bridgepoint and Triton Partners are exploring a bid for Spire Healthcare , a transaction that could spell another exit from the London Stock Exchange.Shares of London-listed Spire, a member of the FTSE 250 Index, have declined more than 20% over the past year.

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On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:
- Intel (INTC)’s stock slide is delivering a reality check to President Donald Trump’s vision for quickly reviving domestic chip manufacturing led by an American champion, four months after the US moved to acquire as much as a 10% stake in the company. Though Chief Executive Officer Lip-Bu Tan managed to win the president’s confidence and save his own reputation in Washington, turning around his company is proving more arduous. Intel’s shares plunged Friday, tumbling as much as 18%, following a lackluster forecast that highlighted the company’s struggles in lining up big customers. Intel shares fell 17% on Friday to close at $45.07, their biggest one-day decline since 2024.
- EQT (EQT) led all stocks in the energy sector this week, which was the best performing sector as the US braces for a weekend of cold weather and storms. While stockpiles of the fuel were slightly above normal earlier this month, the latest weather outlook signals sustained heating demand and possible production losses that would erase that surplus. Hedge funds raised their bearish positions on gas last week, leaving the market primed for a short-covering rally. The eastern two-thirds of the US is gearing up for a major winter storm. Ice, sleet and snow will spread across an area spanning thousands of miles. While parts of the US have dealt with major winter storms in recent years, from California being pummeled by atmospheric rivers last year to Texas’ 2021 deep freeze, the country hasn’t seen any with this geographic scope.
- BitGo (BTGO) shares slumped more than 14% on the crypto company’s second day of trading on Friday, falling below their IPO price. BitGo Co-Founder and Chief Executive Officer Mike Belshe told Bloomberg Television, “I don’t read anything into that short-term price, we are in this for the long term”.

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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.

- Alaska Air (ALK) rose after it beat Wall Street’s expectations and reported strong demand for premium and business flying, though it joined larger rivals in offering a more tepid outlook for 2026.

- Intel (INTC) shares plunged 17% after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems. The company's stock slide is delivering a reality check to President Donald Trump’s vision for quickly reviving domestic chip manufacturing led by an American champion, four months after the US moved to acquire as much as a 10% stake in the company.

- Apple (AAPL) shares are fell on Friday, with the iPhone maker on track to extend a lengthy stretch of negative weekly returns. While big tech stocks have struggled so far in 2026, with the Bloomberg Magnificent 7 Index down 1.4% this year, Apple has also been pressured by higher prices for memory chips, a key component of iPhones and other hardware.

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On this episode of Stock Movers:
- Intel (INTC) shares plunge after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems. The stock closed Thursday at the highest level since 2022.
- Array Technologies (ARRY) and Solar stocks are extending gains after Elon Musk commented on solar-powered satellites in his Davos talk on Thursday.
- Capital One Financial Corp. (COF) falls after the bank reported adjusted earnings per share for the fourth quarter that missed the average analyst estimate, driven by higher-than-expected costs. The firm also said it agreed to acquire Brex.

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On this episode of Stock Movers:
- Intel (INTC) shares plunged after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems. The company is suffering from low manufacturing yields and has spent years trying to restore its technological edge and recover from market share losses.
- Proctor & Gamble (P&G) shares fall after the household products company reported organic revenue for the second quarter that missed the average analyst estimate. Procter & Gamble Co.’s growth in a key sales metric stagnated in the last quarter while volume slipped, showing that US consumers spent cautiously in the final months of the year.
- Capital One (COF) shares fall after the firm agreed to acquire Brex, a financial-technology company, for $5.15 billion. The deal would be Capital One’s biggest since its acquisition of Discover Financial Services, and is expected to be completed in the middle of this year.

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On this episode of Stock Movers:
- Shares of Intel Corporation (INTC) plunged in premarket trading after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems.
- Solar stocks are extending gains in premarket trading after Elon Musk commented on solar-powered satellites in his Davos talk on Thursday. Shares of Canadian Solar (CSIQ) and Array Technologies (ARRY) led the sector higher.
- Shares of Life360 Inc. (360 AU) soared in premarket trading as the location-sharing service reported record user additions and paid subscriber growth in the fourth quarter of 2025, raising its revenue outlook for full-year 2025 results.

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On this episode of Stock Movers:
- Chinese officials have told the country’s largest tech firms including Alibaba Group Holding Ltd. they can prepare orders for Nvidia’s (NVDA) H200 AI chips, suggesting Beijing is close to formally approving imports of components essential to running artificial intelligence. Regulators have recently granted in-principle approval for Alibaba, Tencent Holdings Ltd. and ByteDance Ltd. to move to the next stage of preparations for purchases, people familiar with the matter said. The companies are now cleared to discuss specifics such as the amounts they would require, the people said, asking to remain unidentified discussing private talks.
- Intel (INTC) shares plunged about 13% in premarket trading after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the chipmaker was struggling with manufacturing problems.First-quarter projections for revenue and earnings both fell well short of Wall Street estimates. And a conference call with analysts, where Tan said it would take “time and resolve” to turn around the company, sent the shares down further. Production snags have hampered the comeback bid, a disappointment for investors who anticipated more of a boost from new products.“We are on the multiyear journey,” the CEO said.
- Tesla (TSLA) will probably sell its Optimus robots to the public by the end of next year, according to Chief Executive Officer Elon Musk, who’s said the carmaker’s fortunes will be increasingly dependent on humanoid machines. The company is already using some of the robots to do simple tasks in its factory, Musk said Thursday at the World Economic Forum in Davos, Switzerland. He predicted Optimus would be “doing more complex tasks” by the end of 2026. Sales to the public will begin when Tesla is “confident that it’s very high reliability, very high safety, and the range of functionality is also very high,” Musk said.

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On this episode of Stock Movers:
- Armored vehicle and munitions maker CSG’s shares soared in its Amsterdam trading debut on Friday morning, after the firm and its owner raised €3.3 billion ($3.9 billion) in an initial public offering.Shares rose as high as €33 apiece in the first hours of trading, 32% higher than the offer price of €25 each.
- Babcock shares drop as much as 3.8% after the support services company said CEO David Lockwood is retiring and will be succeeded by the head of its Nuclear division, Harry Holt.
- Ericsson proposed its first-ever buyback after fourth-quarter earnings beat analysts’ forecasts. Shares rose as much as 12% to 96.28 kronor in Stockholm, erasing its losses from over the last 12 months.

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On this episode of Stock Movers:
- Ericsson proposed its first-ever buyback after fourth-quarter earnings beat analysts’ forecasts. Shares rose as much as 12% to 96.28 kronor in Stockholm, erasing its losses from over the last 12 months.
- BASF's annual earnings fell as the German chemicals maker grappled with currency headwinds and lower prices for its products.The shares fell 3.2% on Tradegate before regular trading hours, compared to last night’s close in Frankfurt.
- Maersk is cut to underperform at Bank of America and a price target 23% below its latest close, as the broker flags “structural overcapacity issues” which are set to be exacerbated as the opening of the important Red Sea shipping route is set to open in 2026, leading to falling shipping rates.

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On this episode of Stock Movers:

- Intel (INTC) shares sink afterhours after the company gave a lackluster forecast for the current quarter because supply shortages are making it harder to meet customer demand, a disappointment for investors who anticipated more of a boost from new products.First-quarter revenue will be $11.7 billion to $12.7 billion, the company said in a statement Thursday. The midpoint of that range fell short of the $12.6 billion estimated by analysts. 

- Nvidia (NVDA) shares ended the day higher after upbeat commentary from the chipmaker CEO Jensen Huang to the World Economic Forum in Switzerland, saying that the global AI buildout will require trillions of dollars of investment. 

- Netflix (NFLX) ended the day lower as the streaming company's co-Chief Executive Officer Ted Sarandos is planning to testify in February at a US Senate committee hearing looking into his company’s proposed $82.7 billion purchase of the streaming and studio operations of Warner Bros. Discovery Inc.

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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.

• Carvana (CVNA) shares rose Thursday as Barclays boosted its price target on the online car-selling platform to $530 from $465 and increased its 2026 profit estimate to $7.46 from $7.01.
• Abbott Laboratories (ABT) said first-quarter profit will be lower than Wall Street expected after the company was forced to offer discounts on nutrition products to lure price-conscious customers, sending shares plunging. The company forecast first-quarter adjusted earnings per share to reach $1.12 to $1.18, compared to the average Wall Street estimate of $1.19 a share. Analysts’ expectations were already low, as they anticipated the company to issue more conservative guidance to avoid the impact of Covid-19 testing sales, which have continued to decline since the pandemic. The shares closed 10% lower Thursday in New York, their biggest one-day decline since June 2002.
• Intel (INTC) gave a lackluster forecast for the current quarter because supply shortages are making it harder to meet customer demand, a disappointment for investors who anticipated more of a boost from new products. Intel is struggling with its manufacturing yields — the percentage of usable chips coming out of its factories — hampering a comeback bid. The once-dominant semiconductor company has spent years trying to restore its technological edge and recover from market share losses, and this is one more setback. Intel shares fell about 3% in extended trading Thursday following the report.

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On this episode of Stock Movers:

-Shares of Netflix (NFLX) sink while Paramount Skydance (PSKY) shares rise as Paramount again extended its tender offer for Warner Bros. Discovery Inc. shares and said it would ask investors to vote against a proposed sale to Netflix Inc. at a special meeting of Warner Bros. shareholders. The new offer expires Feb. 20, the parent of CBS, MTV and other entertainment businesses said Thursday in a proxy filing. Paramount has been trying to acquire Warner Bros. since September. 

-Carvana (CVNA) shares jump as Barclays boosted its price target on the online car-selling platform to $530 from $465 and increased its 2026 profit estimate to $7.46 from $7.01.

-Meta (META) shares rise in the largest jump of the year after Jefferies analyst Brent Thill listed reasons to buy the recent pullback in Meta. Thill says the company has moderate downside to estimates “with stronger upside potential,” and they expect the company's AI hires to deliver in 2026.

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On this episode of Stock Movers:
- Netflix (NFLX) shares drop after Paramount Skydance files a preliminary proxy materials with the SEC to solicit Warner Bros. Discovery holders to vote against the amended Netflix transaction.
- Carvana (CVNA) shares climb as Barclays boosted its price target on the online car-selling platform to $530 from $465 and increased its 2026 profit estimate to $7.46 from $7.01.
- P&G (PG) shares rose after executives signaled sales are rebounding in the US and expressed confidence the company will meet its full-year guidance.

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On this episode of Stock Movers:
- Corcept Therapeutic (CORT) shares soar after the pharmaceutical firm said its Phase 3 ROSELLA trial of relacorilant plus nab-paclitaxel in platinum-resistant ovarian cancer met its overall survival primary endpoint, showing a 35% reduction in death risk compared to nab-paclitaxel alone.
- Abbott Labs (ABT) shares sink after the medical devices firm forecasted first-quarter earnings that fell short of estimates. The company also reported organic sales for the fourth quarter that missed Wall Street’s estimates.
- Arista Networks (ANET) shares jump. The company has been a beneficiary of AI-related spending, rising more than 370% since the end of 2022. Piper Sandler upgraded the stock earlier this month.

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On this episode of Stock Movers:
- Intel (INTC) shares jumped as much as 12% on Wednesday to the highest since January 2022 amid a broad rally in semiconductor stocks after Nvidia CEO Jensen Huang talked up the need for trillions of dollars more in computing infrastructure spending.
- Procter & Gamble (PG) growth in a key sales metric stagnated in the last quarter while volume slipped, showing that US consumers spent cautiously in the final months of the year.The maker of Pampers diapers and Tide detergent reported flat organic sales, which exclude the impact of currency volatility and acquisitions, in the quarter. That’s the slowest pace in a decade and slightly below the average estimate of analysts. Volume dropped by 1%, dragged down by declines in baby, feminine and family care products.
- Paramount Skydance (PSKY) again extended its tender offer for Warner Bros. Discovery Inc. shares, giving investors more time to weigh its proposal to acquire the rival media company.The new offer expires Feb. 20, the parent of CBS, MTV and other entertainment businesses said Thursday in a proxy filing. Paramount has been trying to acquire Warner Bros. since September. The company first launched its tender offer on Dec. 8, three days after Netflix Inc. announced a deal to buy Warner Bros.’ studios and streaming businesses. The company previously extended the offer for another month on Dec. 22.

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On this episode of Stock Movers:
- Beazley shares fall as much as 7% before paring losses after the Lloyd’s of London insurer’s board unanimously rejects a cash proposal of 1,280p per share from Zurich Insurance Group, according to a statement.
- B&M European Value Retail SA cut its guidance as the cost of its turnaround plan, including clearing inventory, weighs on profit.
- Telenor agreed to sell its stake in Thai telecommunications operator True Corp. to Arise Digital Technology Co. for a total value of 39 billion kroner ($3.9 billion).

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On this episode of Stock Movers:
- Volkswagen ended 2025 with more cash in its automotive division than forecast as the German carmaker delays projects and investments in an overhaul of its electric-vehicle strategy.
- B&M European shares drop as much as 4.3% after the discount retailer cut its earnings guidance for fiscal 2026, following multiple profit warnings last year. Analysts said efforts to cut prices and address inventory are weighing on margins in the UK.
- Ubisoft shares fell the most since 2019 after the Assassin’s Creed maker said it would cancel game projects, shut down studios and cut its guidance in a restructuring.

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On this episode of Stock Movers:

- Johnson & Johnson (JNJ) shares drop as much as 3.1% in premarket trading after the health-care company reported mixed drug sales for the fourth quarter. The firm also forecasted sales for 2026 that beat the average analyst estimate.

- Nathan's Famous (NATH) surged after Smithfield Foods said it would acquire the legendary hot dog brand in a deal valued at about $450 million, securing the rights to a key product in its business’s largest segment.

- Kraft Heinz (KHC) shares closed down 1.36% after the packaged food company registered more than 325 million common shares held by Berkshire Hathaway, its largest shareholder, for potential sale

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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.

- Moderna (MRNA) shares jumped on Wednesday on continued momentum after the company’s Tuesday update revealing the long‑term results from a cancer therapy study.

- Nathan's Famous (NATH) surged after Smithfield Foods said it would acquire the legendary hot dog brand in a deal valued at about $450 million, securing the rights to a key product in its business’s largest segment..
- Kraft Heinz shares closed down 1.36% after the packaged food company registered more than 325 million common shares held by Berkshire Hathaway, its largest shareholder, for potential sale.

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On this episode of Stock Movers:

-Netflix (NFLX) gave a disappointing forecast for earnings in the months ahead as it spends more on programming and works to close its $82.7 billion deal with Warner Bros. Discovery Inc.

-Charles Schwab (SCHW) reported a surge in average daily trading volume in the fourth quarter as retail investors sought to take advantage of the end of a strong year for the stock market.

-United Airlines (UAL) beat Wall Street estimates for the fourth quarter and anticipates a strong 2026, driven by demand from high-spending domestic passengers and international travelers.

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On this episode of Stock Movers:
- Netflix (NFLX) shares fall after the streaming giant forecast first-quarter earnings below the average analyst estimate. The company also plans to pause its share buybacks in an effort to accumulate cash to fund the pending acquisition of Warner Bros.
- Johnson & Johnson’s (JNJ) fourth-quarter sales beat expectations, led by strong growth for several newer cancer treatments, while issuing higher-than-expected 2026 guidance despite a recent deal with the White House to give discounts on some of the company’s key drugs. Sales are projected to be in a range of between $100 billion and $101 billion this year — above the average of analyst estimates. The company sees adjusted earnings of as much as $11.63 a share for the year. J&J said fourth-quarter earnings of $2.46 a share excluding certain items were reduced by 10 cents due to the company’s $3.05 billion deal to buy Halda Therapeutics.
- United Airlines Holdings (UAL) beat Wall Street estimates for the fourth quarter and anticipates a strong 2026, driven by demand from high-spending domestic passengers and international travelers.United’s upbeat outlook for demand echoes predictions by Delta Air Lines Inc., though both carriers offered a more cautious view for 2026 after the US aviation industry emerged from a volatile year.

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On this episode of Stock Movers:
- Burberry’s sales advanced over the key holiday period as shoppers snapped up the British brand’s tartan scarves and trench coats, especially in China, bolstering hopes of a luxury rebound. The company rose as much as 6.6% in early London trading on Wednesday, the most intraday since November.
- Barry Callebaut appointed former Unilever boss Hein Schumacher to succeed Peter Feld as chief executive officer, as the world’s biggest bulk chocolate maker grapples with the fallout from record cocoa prices. Barry Callebaut rose as much as 7.9% in Zurich trading.
- Danone fell as much as 12% before trimming the decline. Traders point to broker commentary around an announcement by the Singapore Food Agency recalling additional infant formula products.

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On this episode of Stock Movers:
- Burberry’s sales advanced over the key holiday period as shoppers snapped up the British brand’s tartan scarves and trench coats, especially in China, bolstering hopes of a luxury rebound. The company rose as much as 6.6% in early London trading on Wednesday, the most intraday since November.
- Qiagen, the European molecular testing firm, is weighing strategic options including a potential sale amid fresh takeover interest, people with knowledge of the matter said. The stock soared as much as 7% in early Frankfurt trading to the highest level in almost a year.
- Rio Tinto Group’s copper production climbed 5% in the fourth quarter thanks to the expansion of underground operations at Oyu Tolgoi in Mongolia. Rio’s Australian-listed shares climbed on the numbers, trading up as much as 2.47% in late morning trading in Sydney.

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On this episode of Stock Movers:
- Netflix (NFLX) shares fell as much as 5.1% in extended New York trading after streaming giant forecast first-quarter EPS below the average analyst estimate. The company also plans to pause its share buybacks in an effort to accumulate cash to fund the pending acquisition of Warner Bros.

- United Airlines (UAL) beat Wall Street estimates for the fourth quarter and anticipates a strong 2026 driven by demand from high-spending domestic passengers and international travelers. The airline reported adjusted earnings per share for the fourth quarter of $3.10 and expects its full-year earnings per share for 2026 to be in a range of $12 to $14.

- Boeing (BA) shares have recouped their losses following the midair near-disaster involving one of the company’s jets in January 2024.The company’s new leadership appears to have stabilized the business and put it on track for a recovery, with Boeing expected to deliver its first annual profit in seven years in 2026.

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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.

- United Airlines (UAL) beat Wall Street estimates for the fourth quarter as it anticipates a strong 2026 driven by strong demand from high-spending domestic passengers and international travelers. The Chicago-based airline reported adjusted earnings per share for the fourth quarter of $3.10, better than the $2.92 analysts polled by Bloomberg expected on average.

- Netflix (NFLX) delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery. The company plans to increase spending on films and TV shows by 10% in 2026 and forecasts earnings of 76 cents a share for the current quarter, below Wall Street estimates of 82 cents.

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On this episode of Stock Movers: 

- Amazon (AMZN) sinks after Amazon CEO Andy Jassy said President Donald Trump's sweeping tariffs are starting to be reflected in the price of some items, as sellers weigh how to absorb the shock of the added costs.

- Netflix (NFLX) agreed to pay all cash for Warner Bros. Discovery, amending its $72 billion deal in an attempt to fight off Paramount's hostile takeover bid. Netflix originally agreed to buy the company with a mix of cash and stock. To sweeten the offer for shareholders, Netflix and Warner Bros. today announced that Netflix will pay all cash instead. If successful, Netflix's purchase will include HBO Max, WB Studios, and other assets.

- Intel (INTC) was upgraded to hold from reduce at HSBC, which noted that agentic artificial intelligence is driving upside to server CPU demand. Shares up 5.5%. Analyst Frank Lee says server CPU demand to outgrow supply, but growth still underestimated by Street

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On this episode of Stock Movers:
- 3M (MMM) drops after the company said its' profit outlook fell narrowly short of Wall Street’s expectations for this year. Adjusted earnings will be $8.50 to $8.70 a share in 2026, the manufacturer said Tuesday in a statement. The midpoint was slightly below the $8.64 average of analyst estimates compiled by Bloomberg. Adjusted sales will climb about 4%, the company said.
- Strategy (MSTR) shares fall after the company acquired almost $2.13 billion in Bitcoin over the previous eight days, marking the digital asset treasury company’s largest purchase of the original cryptocurrency since July.
- ImmunityBio (IBRX) shares rise after the drug developer said it held a Type B End-of-Phase meeting with the US FDA regarding its supplemental application for its drug to treat bladder cancer. The FDA recommended that the company provide additional information to support a potential resubmission of the supplemental Biologics License Application (sBLA) for Anktiva in combination with Bacillus Calmette-Guérin (BCG.)

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On this episode of Stock Movers:
- Netflix (NFLX) shares rise after the company reached an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business. The changes are designed to expedite a sale and address claims by Paramount that its cash tender offer is superior.
- Applovin (APP) shares slump underperforming tech peers after a negative research report by CapitalWatch. The stock was also weighed down by a broader tech selloff amid rising geopolitical tensions.
- Intel (INTC) share rise after the company was was upgraded to hold from reduce at HSBC, which noted that agentic artificial intelligence is driving upside to server CPU demand. Shares up 0.2% premarket.

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On this episode of Stock Movers:
- 3M (MMM) shares fall after the industrial company gave an outlook for this year’s adjusted earnings per share with a midpoint below what analysts expected. JPMorgan says the company had a “mixed” end to 2025, with adjusted organic growth missing their estimate.
- Netflix (NFLX) reached an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business as it battles Paramount Skydance Corp. to acquire one of Hollywood’s most iconic entertainment companies. Netflix, which previously agreed to pay $27.75 a share in cash and stock for the Warner assets, will pay the full amount in cash, according to a filing confirming an earlier Bloomberg News report on the revised terms. Warner Bros. plans to call a special meeting of shareholders to approve the deal. Netflix said stockholders should be able to vote on the transaction by April.
- GSK (GSK) agreed to buy Rapt Therapeutics (RAPT), a US-based biotech developing treatments for patients with inflammatory and immunologic diseases, in a deal valued at $2.2 billion.The UK drug company will pay $58 a share, equivalent to an equity value of $2.2 billion, according to a statement Tuesday. The price represents a premium of 65% compared with Rapt Therapeutics’ closing price of $35.10 on Monday.

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On this episode of Stock Movers:
- GSK (GSK) agreed to buy Rapt Therapeutics (RAPT), a US-based biotech developing treatments for patients with inflammatory and immunologic diseases, in a deal valued at $2.2 billion. The UK drug company will pay $58 a share, equivalent to an equity value of $2.2 billion, according to a statement Tuesday. The price represents a premium of 65% compared with Rapt Therapeutics’ closing price of $35.10 on Monday.
- 3M (MMM) expects profit and sales to expand this year, signaling the company’s push to prioritize higher-growth markets and accelerate the introduction of new products will continue to lift its results.Adjusted earnings will be $8.50 to $8.70 a share in 2026, the maker of Post-it notes, roofing granules and electronics materials said Tuesday in a statement that also revealed better-than-expected quarterly results. Analysts had expected $8.64 on average, according to the average of estimates compiled by Bloomberg. Adjusted sales will climb about 4%, the company said.
- Homebuilder D.R. Horton (DHI) missed analysts’ estimates for quarterly home orders even as mortgage rates slid. The company reported 18,300 signed contracts for the three months through December, up 3% from a year earlier, according to a statement Tuesday. Analysts were expecting 18,653, the average in a survey compiled by Bloomberg.

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On this episode of Stock Movers:
- French luxury group LVMH is on track for a seventh straight session of losses, the longest streak since March, after US President Donald Trump signaled he could impose a 200% tariff on French wines and champagne.
- Ferretti’s second-largest investor is preparing to propose a shareholder vote to oust directors with connections to the yacht maker’s top owner, China’s Weichai Group, according to people familiar with the matter.
- GSK agreed to buy Rapt Therapeutics, a US-based biotech developing treatments for patients with inflammatory and immunologic diseases, in a deal valued at $2.2 billion.

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On this episode of Stock Movers:
- French luxury group LVMH is on track for a seventh straight session of losses, the longest streak since March, after US President Donald Trump signaled he could impose a 200% tariff on French wines and champagne.
- Shares of Wise Plc jumped the most in more than seven months after the money-transfer firm gave an upbeat earnings guidance and said it’s on track to shift its primary listing to the US in the first half of this year.
- Italy’s Finance Ministry is backing Banca Monte dei Paschi di Siena SpA Chief Executive Officer Luigi Lovaglio for a new term in the role, according to people familiar with the matter.

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On this episode of Stock Movers:

- Bayer’s shares surged after the US Supreme Court said it would hear the company’s appeal in a Roundup case that could undercut thousands of lawsuits tied to the weedkiller.

- Workspace, a landlord that rents space on flexible terms to mostly small- and medium-sized London businesses, is shaking up its top management after a period of turbulence saw shares drop for two consecutive years.

- BMW and other european automakers plunged after US President Donald Trump threatened to hike tariffs again in the standoff over Greenland.

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On this episode of Stock Movers:
- Bayer’s shares surged after the US Supreme Court said it would hear the company’s appeal in a Roundup case that could undercut thousands of lawsuits tied to the weedkiller.
- BMW and other european automakers plunged after US President Donald Trump threatened to hike tariffs again in the standoff over Greenland.
- LVMH drops as much as 4.8%, and is among the weakest members of the Stoxx 600 consumer products and services index on Monday, as Morgan Stanley downgrades to equal-weight, citing a “pause for breath”.

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

- Moderna (MRNA) saw it shares surge over the week. On Tuesday, it closed up 17%, marking its best day since December 2022. At the week's close, Arbutus Biopharma got one of its patent revoked by the European Patent Office, which is likely to affect its case against Moderna. Pharmaceutical companies traded higher broadly through the week.

- Constellation Energy (CEG), as well as other independent power producers saw shares declined by the week's end after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. Shares of the largest independent power producers slid. Vistra Corp. declined as much at 9.5%, Talen Energy Corp. slipped as much as 11% and Constellation Energy Corp. dropped as much as 10%.

- Used-card retailer Carmax (KMX) and Carvana (CVNA) have seen a strong start to 2026 as investors buy the November dip, and tracking data shows unit sales trending higher year-over-year, according to Barclays analyst John Babcock.

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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.

- Morgan Stanley laid out its bullish case for why investors should buy ASML Holding NV (ASML) shares, saying in the most optimistic scenario the stock has a 70% rally ahead as chipmakers ramp up spending to meet soaring demand for artificial intelligence. The Dutch semiconductor equipment maker is one of the bank’s top stock picks. Morgan Stanley analysts said they’re even more positive after Taiwan Semiconductor Manufacturing Co., ASML’s biggest client, showed the AI spending boom isn’t slowing down. ASML shares are up 25% so far in 2026, marking a roaring start to the year. 

- ImmunityBio (IBRX) shares advanced for a 11th straight session — a record streak after the company gave efficacy results from a clinical cancer trial. The stock is also on pace for its biggest weekly gain since October 2023 and its best month since December 2019.

- Constellation Energy (CEG) as well as other independent power producers saw shares decline after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. Shares of the largest independent power producers slid. Vistra Corp. declined as much at 9.5%, Talen Energy Corp. slipped as much as 11% and Constellation Energy Corp. dropped as much as 10%.

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On this episode of Stock Movers:

- Constellation Energy (CEG) shares are dropping after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. The unprecedented plan has two ambitious goals: First, it aims to accelerate the construction of new power plants — specifically those capable of providing round-the-clock power like natural gas — needed to supply data centers that are crucial to the artificial intelligence boom. And second, it seeks to address growing tensions over who will bear the costs of rising electricity demand as consumers face higher utility bills. Shares of the largest independent power producers slid. Vistra Corp. declined as much at 9.5%, Talen Energy Corp. slipped as much as 11% and Constellation Energy Corp. dropped as much as 10%.

- GE Vernova (GEV) traded higher on the major energy shakeup. Jeffries analyst Julien Dumoulin-Smith sees GE Vernova as the clearest winner from these plans as PJM transmission and distribution companies will have less pressure on bills and potential regulated distribution. Shares of the company rose over 7%. 

- Freddie Mac (FMCC) and Fannie Mae (FNMA) shares are on an extended days-long losing streaks after Federal Housing Finance Agency Director Bill Pulte cheered President Trump’s decision not to sell the mortgage-finance companies during his first term. Earlier this week, shares of both mortgage-finance giants sunk to their lowest levels since late November as investors continued to assess the impact of a slew of economic proposals from President Trump that are linked to housing.

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On this episode of Stock Movers:
- PNC Financial (PNC) shares rose to a four-year high after the regional bank reported a 9% increase in fourth-quarter revenue, beating analysts’ estimates. Non-interest income in the fourth quarter was up 14% to $2.34 billion, driven by fees from the capital-markets and advisory business, which surged 41% to $489 million.
-GE Vernova (GEV) shares are up after President Donald Trump and US Northeastern state governors agreed to push for an emergency wholesale electricity auction to compel technology companies to fund new power plants.
-HP (HPQ) shares fall after Barclays downgraded the PC company to underweight from equal-weight. “Secular challenges across both PCs and Printing, combined with a lack of catalyst, will cause the stock to remain pressured in 2026,” writes analyst Timothy Long.

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On this episode of Stock Movers:
- AST SpaceMobile (ASTS) shares soar the most since December and enough to reach an intraday record, after the satellite internet company was given prime contract position for the US Missile Defense Agency’s SHIELD program, which is connected to Donald Trump’s Golden Dome effort.
- PNC Financial (PNC) shares rise after the regional bank forecasted net interest income growth for 2026 of about +14%. It also reported revenue that came in above the average analysts estimates.
- Vistra (VST) shares dropped to push for an emergency wholesale electricity auction to compel technology companies to fund new power plants.

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On this episode of Stock Movers:
- ImmunityBio (IBRX) shares are set to extend their advance for a 11th straight session — a record streak, after the firm reported preliminary earnings.
- Shares of memory and storage company, Micron (MU,) are rising - set to extend strong year-to-date advances. Memory and storage components are a critical part of AI infrastructure, and the group has seen swift growth as companies spend to build out AI
- JB Hunt Transport Services (JBHT) shares fall after the trucking company’s fourth-quarter revenue missed estimates, extending the ongoing freight slump. Analysts are largely positive about the results, with Citi noting the company had a high bar to beat after a near 50% rally since reporting last quarter.

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On this episode of Stock Movers:
- PNC Financial (PNC) shares are up after the regional bank forecast net interest income growth for 2026 of about +14%. It also reported revenue that came in above the average analysts estimates.
- JB Hunt Transport Services (JBHT) shares fall as much as 5.4% in premarket trading on Friday after the trucking company’s fourth-quarter revenue missed estimates, extending the ongoing freight slump. Analysts are largely positive about the results, with Citi noting the company had a high bar to beat after a near 50% rally since reporting last quarter.
- Novo Nordisk (NVO) shares gain, among the top performers in the Stoxx 600 Index on Friday morning. The UK’s medicines regulator has approved a higher dose of Wegovy for patients with obesity, according to a statement.

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On this episode of Stock Movers:
- Worthington Steel, Klöckner signed business combination agreement, and Swoctem GmbH, Klöckner’s largest shareholder, committed to tender its 41.5% stake. Klöckner shares rose almost 30% at the open.
- Porsche AG’s deliveries fell 10% last year, the steepest drop since 2009 when the global financial crisis roiled markets, following weak demand for electric vehicles and a slump in China.
- Gym Group gets upgraded to outperform from sector perform by RBC, which sees revenue-driven profit growth for the UK-based gym operator after it introduced cheaper off-peak memberships. Stock has risen 8.6% YTD to 161.80p

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On this episode of Stock Movers:
- Worthington Steel, Klöckner signed business combination agreement, and Swoctem GmbH, Klöckner’s largest shareholder, committed to tender its 41.5% stake. Klöckner shares rose almost 30% at the open.
- RBC Capital Markets upgrades Close Brothers Group to outperform from sector perform, noting the lender has “more fat” to trim on costs. The stock rose as much as 5.5%.
- Delfin Sarl, the investment firm of the billionaire Del Vecchio family, denied it’s in talks with UniCredit SpA over potentially selling its 17.5% stake in rival lender Banca Monte dei Paschi di Siena SpA.

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On this episode of Stock Movers:

- Morgan Stanley (MS) shares jump as much as 4.5% after the bank reported wealth management net revenue for the fourth quarter that beat the average analyst estimate, while FICC sales & trading revenue came in below estimates. The company reported record annual net income, with total investment-banking fees at $2.41 billion, up from a year ago, and net new assets in the wealth business at $122.3 billion.

- Vail Resorts (MTN) shares slump 4.6% in premarket trading after the ski report operator said now expects full-year resort reported Ebitda to be just below the low end of its September 29 guidance range of $842 million to $898 million, with the company adding that it experienced one of the worst early season snowfalls in the western US in over 30 years.

- Shares of JB Hunt (JBHT) fell 4.6% after the trucking company’s fourth-quarter revenue of $3.10 billion slightly missed estimates, with dedicated contract services revenue of $842.9 million trailing an estimate of $868.4 million.

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