Stock Movers

On this episode of Stock Movers:

- Shares in Michael Saylor’s Strategy Inc. climbed as much as 6.1% on Wednesday after MSCI decided for now to keep digital asset treasury companies in its stock market indexes.

- Shares of Blackstone (BX) and other housing-related companies fell after President Donald Trump said he would move to ban institutional investors from buying single-family homes. Trump said he was "immediately taking steps to ban large institutional investors from buying more single-family homes" in a push toward promoting housing affordability. The S&P 1500 Homebuilding Index slid as much as 2.3%, with 15 of 18 members trading lower, after Trump's announcement.

- Lockheed Martin quickly erases gains and falls as much as 2.3% after President Donald Trump says he will not “permit Dividends or Stock Buybacks for Defense Companies,” until problems are rectified including pay, production of equipment, plants.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Gold Miners ETF (GDX) shares drop. Gold stocks are down as as traders looked beyond heightened geopolitical tensions to US economic data releases due this week. Platinum slid amid a retreat in precious metals.
- First Solar (FSLR) shares fall after Jefferies cut its recommendation to hold from buy on concerns over tariffs and its valuation. Analyst Julien Dumoulin-Smith sees a cautious 2026 outlook for First Solar due to limited booking visibility and lower than expected tailwinds from Section 232 tariffs as international facilities remain a pain point
- Mobileye (MBLY) shares jump after news the company is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million to expand its robotics capabilities.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Valero Energy (VLO) shares rise after news that the company is expecting to increase gasoline imports to the San Francisco Bay Area, as the company moves forward with plans to close a refinery in the region but stops short of fully exiting Northern California for now.
- Newmont (NEM) shares drop after the world’s top gold producer cut first-quarter output expectations because a wildfire damaged infrastructure at a key mine in Western Australia.
- Mobileye (MBLY) shares jump after news the company is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million to expand its robotics capabilities.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Ventyx (VTYX) shares rose after reports that Eli Lilly is in advanced talks to acquire the biosciences company for more than $1 billion to expand its work in immunology, according to a report in the Wall Street Journal.
- Mobileye Global (MBLY) is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million, as the self-driving car system company expands its robotics capabilities.
- Shares in Michael Saylor’s Strategy (MSTR) climb after MSCI decided for now to keep digital asset treasury companies in its stock market indexes.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Nickel touched a fresh 19-month high in choppy trading as traders weighed rising inventories against mounting production risks that have fueled a breakneck rally in prices. Copper will rally to $14,000 a ton within the coming three months amid bullish momentum, but could peak this month unless fresh catalysts emerge, according to Citigroup. Rare earth-related shares gained across the Asia-Pacific region after China imposed a ban on exports of military-use items to Japan. Meantime, precious metals miners and royalty companies are down in US premarket trading as gold and silver pull back with broader markets as traders look to upcoming US economic data later this week.
- Shares of Ventyx Biosciences Inc. (VTYX) were up as much as 67% in early US trading after the Wall Street Journal reported that Eli Lilly & Co. is in advanced talks to acquire the company for more than $1 billion to expand its work in immunology.
- Shares of Michael Saylor's Strategy (MSTR) climbed ahead of the US market open after MSCI decided for now to keep digital asset treasury companies in its stock market indexes. Back in October, MSCI proposed excluding those companies from its indexes, but now says companies already included in indexes will remain eligible if they meet existing index requirements.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- European oil stocks fall with crude prices after President Donald Trump said Venezuela would relinquish as much as 50 million barrels of oil to the US, worth about $2.8 billion at market prices. BP fell as much as 2.4% at the open.
- Bernstein moves to outperform on Atlas Copco on expectations that earnings have bottomed and that it can upside-surprise in a recovery. Atlas Copco gains as much as 3.1%, to highest since March 2025
- Shares in InPost retreat as much as 8.3%, ceding some of the previous day’s 28% gain triggered by the parcel locker operator’s announcement of a takeover proposal. Private equity firm Advent was named by Sky News as the potential bidder, though the two companies declined to comment.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- European oil stocks fall with crude prices after President Donald Trump said Venezuela would relinquish as much as 50 million barrels of oil to the US, worth about $2.8 billion at market prices. BP fell as much as 2.4% at the open.
- Morgan Stanley double-upgrades Lufthansa and names the German airline among its top five transport stocks to own for 2026, while Easyjet, Maersk and Zurich Airport are its key underweights. Today, Lufthansa rose 3.4% to 9.18 euros; up 9.2% this year
- Munters shares fall 8.4% after Nvidia CEO’S CES talk

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Eli Lilly (LLY) is in advanced talks to acquire Ventyx Biosciences (VTYX) for more than $1 billion to expand its work in immunology, according to a report in the Wall Street Journal.Ventyx shares rose 60% at 4:38 p.m. in US postmarket trading to $16.13. At that price, the San Diego-based biotech that specializes in drugs for inflammatory diseases like Crohn’s and rheumatoid arthritis is set to add $433.9 million to its market capitalization.

- Self-driving car systems company Mobileye Global (MBLY) is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million, as it looks to develop humanoid robots. The deal comprises $612 million in cash and as many as 26,229,714 shares of Mobileye Class A common stock, according to the company. It is expected to close in the first quarter of 2026.

- In a statement Tuesday, MSCI said it would maintain current index treatment for so-called digital asset treasury companies, including those where crypto holdings exceed 50% of total assets. That means Strategy — which holds over $60 billion in Bitcoin — will remain in the firm’s global benchmarks for now. Instead, MSCI will launch a “broader consultation” on how non-operating companies should be treated. Shares of Strategy rose around 5% in after-market trading. The stock had slumped almost 60% in the past year.

See omnystudio.com/listener for privacy information.

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.

- Shares of data storage companies, Sandisk (SNDK), Western Digital (WDC), Micron Technologies (MU) and Seagate (STX) soared on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang highlighted the need for memory and storage in comments at the tech conference CES. Shares of Sandisk soared 24% to $339.40 as investors continued to pour money into the flash memory company. Western Digital rose 16%, putting the stock on track for a record closing high and its best day since 2020. Stock in Seagate Technology Holdings also jumped 13%.

- Onestream (OS) is in advanced talks to be taken private by Hg Capital, Bloomberg reported Tuesday, citing people familiar with the matter. Talks are ongoing and a deal for the financial software could be announced as early as this week but could also not come to fruition, the report said, citing unnamed sources. OneStream shares were up over 3% in recent premarket activity Tuesday.

- Shares of America’s largest credit-reporting companies are getting pummeled after Federal Housing Finance Agency Director Bill Pulte called out the firms for raising prices.Equifax (EFX) slid as much as 6% Tuesday, TransUnion (TRU) fell 6.8% and Experian (EXPN) fell 2.7% in New York trading. Shares of Fair Isaac Corp. also dropped by as much as 4.9%.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Shares of Sandisk (SNDK) soared 24% to $339.40 on Tuesday as investors continued to pour money into the flash memory company. Sandisk began trading at $36 a share last February after spinning off from Western Digital. The stock has since joined the S&P 500 and surged more than 800% from the spinoff, with artificial intelligence boosting demand and prices for solid state drives, or SSDs.
- Makers of cooling systems saw their stocks plunge on Tuesday after comments by Nvidia Corp.’s chief executive raised fears about demand for their products from data centers.Johnson Controls International, which makes water-cooled chillers and similar systems, tumbled as much as 11% in the worst intraday drop since 2022. Modine Manufacturing fell as much as 21% before paring declines, and Trane Technologies and Carrier Global Corp. also slid Tuesday.
- Lockheed Martin shares gain 3% after the company entered a pact with the Pentagon to more than triple the annual production of interceptor missiles. Under the seven year framework agreement, Lockheed would increase yearly production of the PAC-3 Missile Segment Enhancement interceptor to 2,000, from about 600

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Nvidia (NVDA) shares rise ahead of the Consumer Electronics show is Las Vegas. At CES,tech companies including Nvidia Corp., Advanced Micro Devices Inc., Samsung Electronics Co. and Lenovo Group Ltd. will make the case for artificial intelligence to investors, corporate clients and ordinary shoppers.
- Vistra (VST) shares gain after the company agreed to pay roughly $4 billion for 10 natural gas-fired power plants in the US Northeast and Texas. The acquisition includes assets with a total capacity of 5.5 gigawatts on three major US grids — New England, Texas and the system that spans New Jersey to Chicago.
- Microchip (MCHP) shares are up after the analog chipmaker’s net sales forecast for the third quarter beat the average analyst estimate. Analysts note that the strong sales numbers highlight broad-based recovery.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Shares of Nvidia (NVDA) edged higher in premarket trading after CEO Jensen Huang said Nvidia’s much-anticipated Rubin data center processors are in production and customers will soon be able to try out the technology.
- Shares of Tesla (TSLA) edged higher ahead of the market open after the EV maker's China factory shipments dropped in 2025, despite a last-minute bump in December, as the company struggles with a slowdown in global sales. The company shipped 851,732 vehicles from its Shanghai plant last year, down about 7% from a year earlier, according to preliminary data from China’s Passenger Car Association. That includes 97,171 in December, just the fourth month in 2025 that saw an increase.
- Shares of OneStream (OS) soared in early trading as buyout firm Hg is in advanced talks to acquire the financial software maker, according to people familiar with the matter. OneStream and shareholders such as KKR & Co. raised $563.5 million including overallotment shares in an initial public offering in 2024. Reuters reported in November that the company, which says its customers include 18% of the Fortune 500, was exploring options including a possible sale and that Hg was among the potential bidders. 

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Vistra (VST) agreed to pay roughly $4 billion for 10 natural gas-fired power plants in the US Northeast and Texas to expand the electricity supplier’s generation capacity in fast-growing energy markets.
- Aeva (AEVA) shares soar after the company announced that its 4D LiDAR technology has been selected for the NVIDIA DRIVE Hyperion autonomous vehicle reference platform
- Microchip (MCHP) shares are up after the analog chipmaker’s net sales forecast for the third quarter beat the average analyst estimate. Analysts note that the strong sales numbers highlight broad-based recovery.

See omnystudio.com/listener for privacy information.

On This episode of Stock Movers:
- Next raised its profit forecast for a fifth time this financial year after sales at the British retailer soared in the key Christmas period.
- Ocado shares rose as much as 8.6%, hitting the highest level since September, after the stock was placed on positive catalyst watch at JPMorgan. Sentiment was also helped by a monthly report from an industry researcher showing that Ocado was again the UK’s fastest-growing grocer in December.
- Infineon and STMicro shares rose on Tuesday after US peer Microchip said sales for the quarter ended December will be higher than its previous forecast range, a sign of potential recovery in demand for industrial and automotive chips.

See omnystudio.com/listener for privacy information.

On This episode of Stock Movers:
- InPost said it has received an indicative proposal regarding a potential acquisition of all the shares in the Polish logistics firm.
- Next raised its profit forecast for a fifth time this financial year after sales at the British retailer soared in the key Christmas period.
- Adidas shares fell as much as 6.5% after the firm received a double downgrade from Bank of America, which sees a return to single-digit growth for the German sportswear company and says investor interest in the sector is waning.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Oil companies including Valero (VLO), Chevron (CVX), and Exxon Mobil (XOM) rallied after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend. Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April. The three largest oil-service companies — Halliburton Co., SLB Ltd and Baker Hughes — all jumped. US Energy Secretary Chris Wright plans to talk this week with oil-industry executives, according to people familiar with the matter.
- Coinbase (COIN) shares rallied after Goldman Sachs upgraded the stock, while EToro Group Ltd. shares fall 1.7% after it was downgraded as analyst James Yaro sees more growth from crypto infrastructure and prediction markets rather than crypto trading.
- Estee Lauder (EL) shares jumped after Raymond James analyst Olivia Tong raised her recommendation on the beauty company to strong buy from market perform, and added the name to the firm’s Analyst Current Favorites List. Her price target of $130 is the highest of all analysts tracked by Bloomberg.

See omnystudio.com/listener for privacy information.

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.

- Shares of several oil companies, including Valero (VLO), Chevron (CVX), and Exxon Mobil (XOM) rallied after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend. Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April. The three largest oil-service companies — Halliburton Co., SLB Ltd and Baker Hughes — all jumped. US Energy Secretary Chris Wright plans to talk this week with oil-industry executives, according to people familiar with the matter.

- Eli Lily (LLY) stocks are tumbled — bucking the broader market’s advance — with a gauge of the group falling the most in nearly five months. The S&P 500 Pharmaceutical Index (S5PHAR) is down as much as 2.7%, its biggest intraday drop since Aug. 7

- Versant (VSNT) the parent of CNBC, USA and other cable-TV networks, fell 13% in its first official day of trading after being spun off from Comcast. The shares closed at $40.57 in New York, giving the company a stock market value of $5.85 billion based on 144.2 million shares outstanding. Comcast distributed the shares, which trade under the symbol VSNT on the Nasdaq exchange, to its investors on Jan. 2.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Shares in oil companies jumped after President Donald Trump pledged to revive the Venezuelan energy sector following this week's capture of Nicolas Maduro. US Energy Secretary Chris Wright plans to talk this week with oil-industry executives, according to a person familiar with the matter. Chevron (CVX), the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April. ConocoPhillips (COP) and Exxon Mobil (XOM) also rose.

- Coinbase (COIN) shares rose after Goldman Sachs upgraded the stock, while EToro Group shares fell after it was downgraded as analyst James Yaro sees more growth from crypto infrastructure and prediction markets rather than crypto trading.

- Qualcomm (QCOM) the biggest maker of mobile phone chips, said it’s extending a push into the market for processors that are the heart of personal computers. Its new X2 Plus processor is a scaled-back version of existing offerings designed to be the main component of more affordable notebook computers. Qualcomm is offering two versions, one with 10 computer cores and one with six, the chipmaker said Monday in a statement. Those cores are the newer Oryon third-generation design. Among their biggest selling points, according to Qualcomm, is the inclusion of a powerful neural processing unit, or NPU, that’ll speed up the responsiveness of AI software without rapidly depleting the battery. Shares of the company traded higher.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Chevron (CVX) shares rise. US oil stocks jumped after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro. Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April.
- Coinbase (COIN) shares rise after Goldman Sachs upgraded the stock. Goldman Sachs analyst James Yaro raised the recommendation on Coinbase Global Class A to buy from neutral.
- Estee Lauder (EL) shares jump after Raymond James analyst Olivia Tong raised her recommendation on the beauty company to strong buy from market perform, and added the name to the firm’s Analyst Current Favorites List. Her price target of $130 is the highest of all analysts tracked by Bloomberg.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Chevron (CVX) shares rise. US oil stocks jumped after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro. Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April.
- Nvidia (NVDA) shares are up ahead of CEO Jensen Huang's CES keynote speech. Chip firms including Nvidia and its memory partner Micron Technology Inc. have recently reaffirmed expectations for AI demand to remain solid in coming quarters.
- Coinbase (COIN) shares rise after Goldman Sachs upgraded the stock. Goldman Sachs analyst James Yaro raised the recommendation on Coinbase Global Class A to buy from neutral.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- US oil stocks jumped in premarket trading on Monday after President Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend.Chevron Corp. (CVX), the only American oil major currently operating in the South American nation under special US permission, gained as much as 10%. ConocoPhillips (COP) and Exxon Mobil Corp. (XOM) also rose.
- Gold and silver, both haven assets, are higher as investors weigh elevated geopolitical risk. Miners Newmont (NEM) and Barrick Mining (B) were both among the gainers in premarket trading.
- Growth assets remain in demand, with technology stocks driving gains in equities. The buoyant mood in big tech stocks was prevalent in Asia's Monday session, where a regional gauge hit an all-time high. Shares of Advanced Micro Devices (AMD), Micron Technology (MU), and Applied Materials (AMAT) all moved higher ahead of the US market open.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
Oil - US oil stocks jumped in premarket trading on Monday after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend. Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, gained as much as 10%. ConocoPhillips and Exxon Mobil Corp. also rose
Memory Chips - Memory and semiconductor equipment stocks are among the strongest gainers in both Europe and the US premarket session amid continued optimism over the rollout of AI. Among memory stocks: Micron +3.7%, Sandisk +4.6%, Seagate +2.6%, Western Digital +3.4%
AI - The MSCI Emerging Markets Index rose 1.2% as of 7:51 a.m. London time on Monday, set for a record close and also marking the best start to a year since 2018. Developing-nation stocks have started 2026 on a bullish footing following their largest annual advance in eight years and their first outperformance versus US peers over that period in 2025.

See omnystudio.com/listener for privacy information.

On This episode of Stock Movers:
- European defense companies including Rheinmetall are rallying after US forces snatched Venezuelan President Nicolas Maduro on Saturday and launched a series of air strikes on the capital and nearby cities.
- Fresnillo and other precious metal miners are also higher as investors weigh elevated geopolitical risk.
- Morgan Stanley says that industrial chemicals remain “in a tough spot,” but looks for reasons to be positive given the overall bearish backdrop, with Syensqo top sector pick.

See omnystudio.com/listener for privacy information.

On This episode of Stock Movers:
- European defense companies including Rheinmetall are rallying after US forces snatched Venezuelan President Nicolas Maduro on Saturday and launched a series of air strikes on the capital and nearby cities.
- Fresnillo and other precious metal miners are also higher as investors weigh elevated geopolitical risk.
- ASML and other semiconductor stocks rally alongside other names tied to data-center infrastructure in the year’s first trading session, following an advance in Asian and European technology stocks.

See omnystudio.com/listener for privacy information.

On this episode of stock movers: 
RH (RH) shares ended the day higher as Trump announced a delay in furniture tariffs originally set to take effect Jan. 1. 
BYD (BYDDY) stocks rose after the Chinese EV increased battery-electric vehicle sales both for the quarter and the full year, delivering almost 2.26 million EVs in 2025 to Tesla’s 1.64 million.
Tesla (TSLA) shares fell after the company The US automaker reported a 16% decline in fourth quarter deliveries, trailing analyst estimates. For the year, Tesla sales slid almost 9%, its second consecutive annual drop.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Shares in furniture stocks could be active on Friday after President Trump delayed tariff increases on upholstered furniture, kitchen cabinets and vanities, easing the pace of his levies as voter frustration over price levels continues to simmer. Shares of Wayfair (W) and RH (RH) both edged higher in the early session

- Under Armour (UAA) shares rise as much as 6.8%, to the highest intraday since Sept. 4, as UBS analyst Jay Sole sees improving EPS and sales growth boosting the stock’s valuation. 

- Shares of Tesla (TSLA) are outperforming Magnificent Seven shares in premarket trading ahead of the electric-car maker’s fourth-quarter production and deliveries report. Earlier this week, the company took the unusual step of publishing a series of sales estimates indicating the outlook for its vehicle deliveries may be lower than many investors were expecting

See omnystudio.com/listener for privacy information.

On this episode of stock movers:

• NIO (NIO) shares rise after the EV-maker reported deliveries for December that showed 33% growth month-over-month.
• RH (RH) shares rise after President Donald Trump delayed tariff increases on upholstered furniture, kitchen cabinets and vanities.
• Vertiv (VR) shares also gain as Barclays upgrades the power equipment company to overweight from equal-weight, saying its shares currently offer a good entry point following recent volatility. 

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Shares of Tesla (TSLA) outperformed Magnificent Seven shares in premarket trading ahead of the electric-car maker’s fourth-quarter production and deliveries report. Earlier this week, the company took the unusual step of publishing a series of sales estimates indicating the outlook for its vehicle deliveries may be lower than many investors were expecting.
- Chinese EV maker BYD Co. (1211 HK) met its full-year sales target and likely surpassed Tesla Inc. to become the world’s largest electric-vehicle maker in 2025 — milestones overshadowed by a challenging outlook for the Chinese auto market in the year ahead. BYD delivered a total of 4.6 million vehicles last year, up 7.7% from 2024. That’s in line with a lowered full-year goal the company gave in September. The Shenzhen-based carmaker sold almost as many fully electric vehicles — 2.26 million — as it did plug-in hybrids.
- Shares in furniture stocks could be active on Friday after President Trump delayed tariff increases on upholstered furniture, kitchen cabinets and vanities, easing the pace of his levies as voter frustration over price levels continues to simmer. Shares of Wayfair (W) and RH (RH) both edged higher in the early session.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Shares of Tesla (TSLA) are outperforming Magnificent Seven shares in premarket trading ahead of the electric-car maker’s fourth-quarter production and deliveries report. Earlier this week, the company took the unusual step of publishing a series of sales estimates indicating the outlook for its vehicle deliveries may be lower than many investors were expecting.
- ADRs of Chinese tech giant Baidu (BIDU) soared ahead of the US market open after the company's artificial-intelligence chip unit confidentially filed for a Hong Kong initial public offering, kicking off what’s expected to be a busy year for listings by companies backing China’s technological ambitions. The Beijing-based firm said a carve-out listing would better reflect the value of Kunlunxin and appeal to investors focused on general-purpose AI computing chips and related software and hardware systems. Kunlunxin submitted its application to the Hong Kong stock exchange on Friday, Baidu said, adding that details including the size and structure of the IPO haven’t been finalized.
- Shares in furniture stocks could be active on Friday after President Trump delayed tariff increases on upholstered furniture, kitchen cabinets and vanities, easing the pace of his levies as voter frustration over price levels continues to simmer. Shares of Wayfair (W) and RH (RH) both edged higher in the early session.

See omnystudio.com/listener for privacy information.

On This episode of Stock Movers:
- Orsted filed a legal complaint after the Trump administration suspended the lease of a wind project that’s near completion off Rhode Island. Orsted rose as much as 3.7% at the open on Friday.
- BE Semiconductor Industries climbs as much as 8.2% on Friday, the most since October, boosted by a rally in Asian technology stocks, led by chipmakers and artificial intelligence-related names.
- British American Tobacco shares fall as much as 2.7%, hitting the lowest intraday level since Dec. 9., after its Indian subsidiary ITC dropped in response to the government’s move to sharply raise excise duty on cigarettes.

See omnystudio.com/listener for privacy information.

On This episode of Stock Movers:
- Vestas gains as much as 4%, reaching the highest since June 2024, as JPMorgan says the firm is set to deliver orders above expectations in the fourth quarter, supporting view that fundamentals for the wind industry are improving.
- Munters shares rise 8.1% after orders for data centre equipment
- Shares of ITC Ltd. plunged the most in nearly six years after a higher levy on tobacco products by the government fuelled concerns about its impact on India’s largest cigarette maker.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Nike (NKE) shares end the day higher after CEO Elliott Hill reported the purchase of about $1 million in shares. Last week, Apple CEO and Nike board member Tim Cook announced he was buying shares of the sportswear company.

- Trump Media and Technology Group (DJT) ends the day up more than 5% after the company said it plans to issue a new cryptocurrency, which will be distributed among its shareholders. Each of Trump Media’s shareholders will receive one token per share, the company said. Trump himself is the company’s largest shareholder with a 41% stake in the business, according to data compiled by Bloomberg.

- Corcept (CORT) shares plunged after US regulators rejected the company’s drug to treat a form of high blood pressure. The Food and Drug Administration “could not arrive at a favorable benefit-risk assessment” for the company’s drug, relacorilant, without more evidence of its effectiveness, the Redwood City, California-based company said in a statement Wednesday.

See omnystudio.com/listener for privacy information.

On this episode of stock movers:

• Nike (NKE) shares rose on Wednesday after CEO Elliott Hill reported the purchase of about $1 million in shares.
• Corcept (CORT) shares fell after US regulators rejected the company’s drug to treat a form of high blood pressure.
• The Food and Drug Administration “could not arrive at a favorable benefit-risk assessment” for the company’s drug, relacorilant, without more evidence of its effectiveness, the Redwood City, California-based company said in a statement Wednesday. 
• Trump Media and Technology Group (DJT) shares rose on news the company, which operates President Donald Trump’s Truth Social platform, plans to issue a new cryptocurrency, which will be distributed among its shareholders.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Vanda Pharmaceuticals (VNDA) shares soar as much as 24% in premarket trading on Wednesday after the biopharmaceutical company said the US FDA has approved Nereus (tradipitant) for the prevention of vomiting induced by motion.
- Nike (NKE) shares rose 1.6% in postmarket trading after CEO Elliott Hill reported the purchase of about $1 million in shares.
- The S&P 500 Index is poised to end 2025 up more than 17% as the bull market continues for a third year driven by enthusiasm for artificial intelligence. The AI trade broadened out this year, as chip stocks again led the S&P 500 but were joined by the shares of companies tied to building the data centers that will power the technology. Three of the index’s top 10 performers in 2025 were data storage companies, which are among the main beneficiaries of the hundreds of billions of dollars in pledged spending by the giant AI cloud service providers known as hyperscalers. On the flip side, economic uncertainty from President Donald Trump’s sweeping tariffs weighed on the shares of consumer companies, while health-care stocks struggled with uncertainty surrounding the administration’s policies and pressure on drug prices. 

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Meta (META) closed 1.1% higher on a deal to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with the matter. It marks a rare US acquisition of an Asian tech company.

- Ultragenyx (RARE) shares soared 15% today. Jefferies analysts said the stock could rebound in 2026, after the shares hit a record low Monday.

- OceanFirst Financial Corp (OCFC) finished 6.6% lower, as the bank agreed to buy Flushing Financial in an all-stock deal that includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company’s board.

See omnystudio.com/listener for privacy information.

• Warner Bros. Discovery (WBD) plans to reject a takeover bid from Paramount Skydance Corp. after the company amended the terms of its offer. The Warner Bros. board is concerned that Paramount has yet to increase its offer, which was earlier rejected as inferior to one from Netflix Inc.
• Molina Healthcare (MOH) rises after money manager Michael Burry highlighted the health insurer’s record of strong expense ratios and underwriting results, while praising its acquisition strategy on Substack.
• Ultragenyx (RARE) climb the most intraday since August 2024, rebounding after the shares hit a record low Monday on study failure. Jefferies analysts say the stock could rebound in 2026 ahead of a late-stage data update. 

See omnystudio.com/listener for privacy information.

On this episode of stock movers:

• Molina Healthcare (MOH) rises after money manager Michael Burry highlighted the health insurer’s record of strong expense ratios and underwriting results, while praising its acquisition strategy on Substack.
• Ultragenyx (RARE) climb the most intraday since August 2024, rebounding after the shares hit a record low Monday on study failure. Jefferies analysts say the stock could rebound in 2026 ahead of a late-stage data update. 
• OceanFirst (OCFC) down as the bank agreed to buy Flushing Financial in an all-stock deal that includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company’s board.

See omnystudio.com/listener for privacy information.

On this episode of stock movers:

• FTAI (FTAI) Aviation shares jumped on Tuesday after the company started a program to convert CFM56 engines to power new turbines built to provide energy for data centers. Production is expected to begin in 2026.
• Energy stocks including Devon Energy (DVN) rise as oil rises
• ON24 (ONTF) shares rise after the software company agreed to be bought by Cvent for a total consideration of about $400 million in cash.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

• OceanFirst (OCFC) falls on pact to buy Flushing in All-Stock deal. The deal includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company’s board.
• Molina Healthcare (MOH) rises after Michael Burry praises the health insurer and could be a target for acquisition.
• Under Armour (UAA) jumps after an amended 13G filing from Fairfax Financial Holdings shows the firm holds a 16.1% Class A equity stake, or approximately 30.45 million Class A shares.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Newmont (NEM)rose 0.8%. The world's largest gold miner was gaining in connection with a rise in prices for the precious metal, following a selloff the previous day. That wasn't helping fellow miner Freeport-McMoRan, which was down 0.7%.

- Molina Healthcare Inc. (MOH) shares rise 2.7% in premarket trading on Tuesday after money manager Michael Burry highlighted the health insurer’s record of strong expense ratios and underwriting results, while praising its acquisition strategy.

- Shake Shack (SHAK) shares were removed from Raymond James’ Analyst Current Favorites list due to “softer industry trends through 4Q.” The stock is down 43% from July highs.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Shares of Meta (META) fluctuated in early trading after the company agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with the matter. It marks a rare US acquisition of an Asian tech company and the latest multibillion-dollar AI bet from Meta Chief Executive Officer Mark Zuckerberg. Meta intends to continue operating and selling the Manus service while also integrating it into its products, it said in a statement. Backed by some of China’s biggest names like Tencent Holdings Ltd., ZhenFund and HSG, Manus shot to prominence early this year not long after DeepSeek’s debut.

- Shares of Tesla (TSLA) rebounded in the premarket session after the company published a compilation of analyst estimates for vehicle deliveries to its website, with averages for the current quarter more pessimistic than those gathered by Bloomberg. By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.

-One-month at-the-money implied volatility in EQT Corp. rose to 33.1% from 31.8%.Three-month implied volatility is in the 23rd percentile for the last 12 months. The shares were up 1.3%, within 1 standard deviation of the 20-day moving average. Combination of a large increase in implied volatility and a relatively small move in the underlying stock took place 18 times since Dec. 28, 2022. Stock rose 0.1% on average in the next trading session. The put-call volume ratio in the company's options is 5.65, compared with the average over the past year of 0.88. The three-month 90-110 skew is 1.94 (a high skew value indicates more demand for downside protection versus demand for upside participation).

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Shares of Meta (META) fluctuated in early trading after the company agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with the matter. It marks a rare US acquisition of an Asian tech company and the latest multibillion-dollar AI bet from Meta Chief Executive Officer Mark Zuckerberg. Meta intends to continue operating and selling the Manus service while also integrating it into its products, it said in a statement. Backed by some of China’s biggest names like Tencent Holdings Ltd., ZhenFund and HSG, Manus shot to prominence early this year not long after DeepSeek’s debut.
- Shares of Tesla (TSLA) rebounded in the premarket session after the company published a compilation of analyst estimates for vehicle deliveries to its website, with averages for the current quarter more pessimistic than those gathered by Bloomberg. By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.
- The artificial intelligence trade is moving, and investors seeking cutting-edge ways to play it are snapping up technology “pick-and-shovel” stocks as massive cloud service providers pour billions into new data centers. Data storage companies dominated the S&P 500 Index in 2025, with Sandisk Corp. shares soaring almost 580% to make them the benchmark’s best performer, with Western Digital Corp. in second and Seagate Technology Holdings Plc in fourth. Meanwhile, AI-linked power providers and cable and fiber producers such as Amphenol Corp., Corning Inc., NRG Energy Inc. and GE Vernova Inc. were among the Top 25.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:   

- Shares of Tesla (TSLA) rebounded in premarket trading after the company published a compilation of analyst estimates for vehicle deliveries to its website, with averages for the current quarter more pessimistic than those gathered by Bloomberg. By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.   

- Silver and gold mining stocks are higher ahead of the US market open as the precious metals rebound, with gainers including Hecla (HL), Coeur (CDE), and Barrick (B). Silver recovered some losses after its biggest one-day drop in more than five years, with a lingering supply shortage keeping the metal on track for a monthly gain of about a third, while gold edged up after its steepest drop in two months. Tighter margin requirements and technical indicators signaling an overstretched rally both contributed to the selloff, with thin market liquidity exacerbating recent price swings.   

- Shares of Meta (META) fluctuated in the early session after the company agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with the matter. It marks a rare US acquisition of an Asian tech company and the latest multibillion-dollar AI bet from Meta Chief Executive Officer Mark Zuckerberg. Meta intends to continue operating and selling the Manus service while also integrating it into its products, it said in a statement. Backed by some of China’s biggest names like Tencent Holdings Ltd., ZhenFund and HSG, Manus shot to prominence early this year not long after DeepSeek’s debut.

See omnystudio.com/listener for privacy information.

On This episode of Stock Movers:
- Glencore gains as copper heads for the longest winning run since 2017 in a December rally powered by the prospect of more stress in the supply chain.
- Vistry Group falls as Lloyds Bank data showed house prices in the South East of England and London fell behind regions in the north. Low affordability, increases in stamp duty and Brexit are among factors that have been blamed for a lackluster housing market over the last few years.
- Arms maker Rheinmetall AG is the best performer on the Dax index this year, with a rally of 151% after Germany’s pledge to spend hundreds of billions on defense and infrastructure.

See omnystudio.com/listener for privacy information.

- SoftBank Group Corp. agreed to acquire DigitalBridge Group Inc. (DBRG) in a deal valuing the data center investor at $4 billion including debt. That caused shares of DigitalBridge to soar. The Japanese conglomerate will pay $16 per share in cash for New York-listed DigitalBridge as part of its push to invest in digital infrastructure. The transaction is expected to close in the second half of 2026, pending regulatory approvals, and will bring to SoftBank relationships with more investors keen to deploy money in the data center industry.

-Nvidia (NVDA) shares were down 1.6% at $187.45 in early trading due to broader jitters about the technology sector and its agreement to license technology from Groq. The deal valued Groq at around $20 billion and will involve Nvidia hiring many of Groq's key employees, according to reports. Tesla (TSLA) also drops. 

- Lululemon (LULU) founder and major shareholder Chip Wilson has nominated three new board directors to oversee the appointment of a new chief executive at the struggling activewear maker, which has also been targeted by activist investor Elliott Management.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Nvidia (NVDA) shares were down 1.6% at $187.45 in early trading due to broader jitters about the technology sector and its agreement to license technology from Groq. The deal valued Groq at around $20 billion and will involve Nvidia hiring many of Groq's key employees, according to reports.

- SoftBank Group Corp. agreed to acquire DigitalBridge Group Inc. (DBRG) in a deal valuing the data center investor at $4 billion including debt. That caused shares of DigitalBridge to soar. The Japanese conglomerate will pay $16 per share in cash for New York-listed DigitalBridge as part of its push to invest in digital infrastructure. The transaction is expected to close in the second half of 2026, pending regulatory approvals, and will bring to SoftBank relationships with more investors keen to deploy money in the data center industry.

- Lululemon (LULU) founder and major shareholder Chip Wilson has nominated three new board directors to oversee the appointment of a new chief executive at the struggling activewear maker, which has also been targeted by activist investor Elliott Management.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Novo Nordisk (NVO) cut the price of its obesity drug Wegovy in China as the Danish drugmaker gears up for a potential flood of copycats. The reduction will “help alleviate the treatment burden for patients and improve their quality of life,” a spokesperson said by email. The list prices for the two highest dosages of Wegovy were cut by half in some Chinese provinces, local media Yicai reported on Monday, citing drug-procurement documents for southwestern Chinese provinces Yunnan and Sichuan. Shares of Novo Nordisk slipped.

- Praxis Precision (PRAX) rose after getting breakthrough therapy designation by FDA for its medication ulixacaltamide, which treats patients with essential tremor.

- Lululemon (LULU) founder Chip Wilson is pushing for changes to the board before the yogawear company selects a new chief executive officer. Wilson, one of Lululemon’s largest shareholders, nominated three director candidates for election at the 2026 annual meeting: former On Holding co-CEO Marc Maurer, former ESPN Chief Marketing Officer Laura Gentile and former Activision CEO Eric Hirshberg. Lululemon is unlikely to reach its goal to double sales to $12.5 billion in 2026 even with a lead over its activewear peers, according to a note from Poonam Goyal, senior analyst at Bloomberg Intelligence.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Shares of private equity firm DigitalBridge Group (DBRG) soared in premarket trading as Japan's SoftBank Group is said to near a deal to acquire DigitalBridge. The Japanese conglomerate could announce an agreement as soon as Monday for New York-listed DigitalBridge, according to sources who asked not to be identified because the information is private. Terms of the transaction, part of SoftBank’s campaign to take advantage of an AI-driven boom in digital infrastructure, couldn’t be learned. Representatives for SoftBank and DigitalBridge declined to comment.
- Shares of Lululemon Athletica (LULU) edged higher ahead of the US market open after the Wall Street Journal reported that founder Chip Wilson will launch a proxy fight to remake the company's board while it searches for a new chief executive. Citing unnamed sources, the Journal says Wilson has nominated three director candidates to the company's board, including former On Running co-CEO Marc Maurer, former ESPN Chief Marketing Officer Laura Gentile, and former Activision CEO Eric Hirshberg.
- Shares of Airbus SE (AIR FP) were little changed in the early session after Bloomberg reporting that the company is churning out aircraft at a rapid clip in the final days of the year, with confidence building at the European planemaker that it can achieve the delivery goal it was forced to cut only a few weeks ago, according to people familiar with the situation. The company has delivered about 90 civil aircraft so far in December, with another 35 or so earmarked for delivery, meaning they have completed customer acceptance flights, said one of the people, who asked not to be identified because the figures aren’t public. Another person said management has no indication at this point that it might need to reduce its target again.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Shares of private equity firm DigitalBridge Group (DBRG) soared in premarket trading as Japan's SoftBank Group is said to near a deal to acquire DigitalBridge. The Japanese conglomerate could announce an agreement as soon as Monday for New York-listed DigitalBridge, according to sources who asked not to be identified because the information is private. Terms of the transaction, part of SoftBank’s campaign to take advantage of an AI-driven boom in digital infrastructure, couldn’t be learned. Representatives for SoftBank and DigitalBridge declined to comment.
- Shares in US silver stocks are falling ahead of the New York market open as the precious metal retreated sharply after smashing through $80 an ounce for the first time, with traders taking profits from a record-breaking rally powered by a structural imbalance in supply and demand. The white metal fell more than 5% as it took a roller-coaster ride on Monday, after earlier hitting an all-time peak of $84 an ounce. In between, it whipsawed either side of the previous session’s close. A weaker dollar and rising geopolitical tensions have added to the appeal of precious metals during an end-of-year bull run that also swept gold, platinum and palladium to record highs last week.
- Shares of Tesla (TSLA) and Nvidia (NVDA) are underperforming Magnificent Seven stocks in premarket trading, putting pressure on US stock futures as traders pared risk at the start of the final week of 2025. MSCI’s gauge of global equities has risen more than 20% in 2025 despite Monday’s weakness, heading for a third straight annual gain. Trends in AI as well as the path of Fed rates are seen by investors as two of the most crucial factors that will determine how equities perform in 2026.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Shares in miner Fresnillo Mining jump as much as 4.2% due to the continued metal rally
- BioGaia gains as much as 4.1% as DNB Carnegie lifts its price target on the Swedish probiotics firm and says the stock may break out on the upside from its five-year trading range in 2026 as margins improve.
- Rheinmetall and other defense stocks are down after Trump said a lot of progress was made on Ukraine peace talks

See omnystudio.com/listener for privacy information.