Stock Movers

On this episode of Stock Movers:
- General Mills (GLS) shares rise after chief executive Jeff Harmening said consumers are buying food on sale due to economic pressures. The company has lowered prices across roughly two-thirds of its North American retail business to boost sales.
- Oracle (ORCL) shares fall after the company said final negotiations on an equity deal for a data center project in Michigan are “on schedule” and doesn’t include Blue Owl Capital, a firm that has helped finance massive data center projects for firms including Oracle and Meta Platforms Inc. in recent months.
- Nvidia (NVDA) shares drop after news that OpenAI is in initial discussions to raise at least $10 billion from Amazon.com Inc. and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia.

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On this episode of Stock Movers:
- Shares of Netflix (NFLX) moved higher in premarket trading as Warner Bros. Discovery plans to reject Paramount Skydance’s takeover bid due to concerns about financing and other terms, according to sources. After deliberating and reviewing Paramount’s bid, Warner Bros.’ board will urge shareholders to reject the tender offer, said the people, who asked not to be identified discussing confidential information. The board still views the company’s existing agreement with streaming leader Netflix as offering greater value, certainty and terms than what Paramount has proposed.
- Shares of Frontier Group Holdings (ULCC) soared in the early session with bankrupt Spirit Aviation Holdings in revived discussions to merge with the parent of the eponymous airline in a deal that could rescue the deep-discount airline from insolvency at a time of stiff competition from larger US carriers, according to people familiar. A merger between the airlines would mark a significant step for Spirit, which filed its second bankruptcy in less than a year in August. A tie-up would also be an acknowledgment that the pioneering deep-discount carriers need greater heft to compete in the current industry environment.
- Shares of Lennar (LEN) declined ahead of the US market open after the homebuilder forecast 1Q orders, deliveries and margins all below expectations, signaling strains on the housing market despite a lower interest rate. The builder also posted lower-than-expected orders and margins for 4Q.

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On this episode of Stock Movers:
- Shares of Amazon (AMZN) rallied ahead of the US market open on reports that OpenAI is in initial discussions to raise at least $10 billion from Amazon and use its chips, a potential win for the online retailer’s effort to broaden its AI industry presence and compete with Nvidia Corp. The deal under discussion could value OpenAI north of $500 billion and see it adopt Amazon’s Trainium chip, a person with knowledge of the matter said, asking to remain anonymous to describe private negotiations. Talks, however, are at a preliminary stage and terms could change, the person added.
- Shares of Netflix (NFLX) moved higher in premarket trading as Warner Bros. Discovery plans to reject Paramount Skydance’s takeover bid due to concerns about financing and other terms, according to sources. After deliberating and reviewing Paramount’s bid, Warner Bros.’ board will urge shareholders to reject the tender offer, said the people, who asked not to be identified discussing confidential information. The board still views the company’s existing agreement with streaming leader Netflix as offering greater value, certainty and terms than what Paramount has proposed.
- Shares of Frontier Group Holdings (ULCC) soared in the early session with bankrupt Spirit Aviation Holdings in revived discussions to merge with the parent of the eponymous airline in a deal that could rescue the deep-discount airline from insolvency at a time of stiff competition from larger US carriers, according to people familiar. A merger between the airlines would mark a significant step for Spirit, which filed its second bankruptcy in less than a year in August. A tie-up would also be an acknowledgment that the pioneering deep-discount carriers need greater heft to compete in the current industry environment.

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On This episode of Stock Movers:
- Diageo agreed to sell its majority stake in East African Breweries Ltd. to Japan’s Asahi Group Holdings Ltd. in a $2.3 billion deal as the struggling UK distiller seeks to spur growth by paring back non-core operations.
- DBV Technologies shares soared after the company said its experimental skin patch helped young children with a peanut allergy in a crucial study.
- HSBC shares advanced as much as 3% to a fresh record high as KBW upgraded the lender’s shares to outperform from market perform on the strength of its Hong Kong business.

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On This episode of Stock Movers:
- DBV Technologies shares soared after the company said its experimental skin patch helped young children with a peanut allergy in a crucial study.
- The Trump administration threatened retaliation against the European Union in response to efforts to tax American tech companies, singling out prominent companies, including Accenture Plc, Siemens AG and Spotify Technology SA, as possible targets for new restrictions or fees.
- President Donald Trump ordered a blockade of sanctioned oil tankers going into and leaving Venezuela, ratcheting up pressure on Caracas as the US builds up its military presence in the region.

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On this episode of Stock Movers:

- Warner Bros. Discovery (WBD)is planning to reject Paramount Skydance Corp.’s hostile takeover bid due to concerns about financing and other terms, people familiar with the matter said. After deliberating and reviewing Paramount’s bid, Warner Bros.’ board will urge shareholders to reject the tender offer, said the people, who asked not to be identified discussing confidential information. The board still views the company’s existing agreement with streaming leader Netflix Inc. as offering greater value, certainty and terms than what Paramount has proposed, they said. One major sticking point is Warner Bros.’ concern about the financing proposed by Paramount, which is led by David Ellison. News also broke that Jared Kushner’s Affinity Partners is exiting from the takeover battle for Warner Bros. Discovery Inc. Shares of all three companies involved bounced around in aftermarket trading.

- Affirm (AFRM) shares gained as much as 12% after the lending company’s chief financial officer said at an industry event that quarter to date trends were healthy, according to Evercore ISI.

- Estee Lauder (EL) gets a new street-high price target at Bank of America as the broker names the company its top pick in beauty for 2026. The bank raises its target to $130 from $120 and reiterates its buy recommendation, citing improving beauty demand in China and US, and margin rebuild. Shares of beauty brand rose during trading on Tuesday.

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

On this episode of Stock Movers:
- PayPal Holdings (PYPL) shares are up after the fintech company applied to become a bank in the US. The move is logical, could unlock long-term monetization and should be approved given the favorable regulatory environment, according to some analysts. However, the timeline is uncertain and it could take some years, they said.
- Pfizer (PFE) forecast little growth in sales for next year as the drugmaker looks to refresh its pipeline of hit drugs with a series of pricey acquisitions. Revenue next year will be $59.5 billion to $62.5 billion, roughly in line with Wall Street’s estimate, Pfizer said Tuesday in a statement. Sales this year are expected at $62 billion, within the range the company projected in early November.
- Comcast (CMCSA) shares rise as much as 3.8%, to the highest intraday since Oct. 28, after David Faber comments on CNBC about interesting trading activity, particularly in the swaps market, and also in options.

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On this episode of Stock Movers:
- Pfizer (PFE) tumbled after it forecast little to no sales growth next year, a warning sign as the drugmaker works rebuild its pipeline of hit drugs with a series of pricey acquisitions. Revenue in 2026 will be $59.5 billion to $62.5 billion, Pfizer said Tuesday in a statement. The midpoint of that range trails Wall Street’s $61.6 billion estimate and the $62 billion the company expects to report this year.
- Xcel Energy (XEL) falls after Texas Attorney General Ken Paxton sued the company, accusing the utility company of “blatant negligence” over its role in the Smokehouse Creek wildfire that killed three people and caused more than $1 billion in damage last year.
- Comcast (CMCSA) shares rise as much as 3.8%, to the highest intraday since Oct. 28, after David Faber comments on CNBC about interesting trading activity, particularly in the swaps market, and also in options.

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On this episode of Stock Movers:
- Pfizer (PFE) shares fall after Pfizer forecasted little to no sales growth next year as the drugmaker undertakes an effort to refresh its pipeline of hit drugs with a series of pricey acquisitions.
- Paypal (PYPL) shares gain after the company applied to become a bank in the US by submitting applications to the Federal Deposit Insurance Corp. and the Utah Department of Financial Institutions.
- Stubhub (STUB) shares fall after the company received a downgrade at Citizens, which predicts that the ticketing platform will face more robust competition in 2026 and flagged headwinds from regulation

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On this episode of Stock Movers:
- Ford Motor (F) will take $19.5 billion in charges tied to a sweeping overhaul of its electric vehicle business after struggling for years to make it profitable.
- PayPal Holdings (PYPL) shares are up after the fintech company applied to become a bank in the US. The move is logical, could unlock long-term monetization and should be approved given the favorable regulatory environment, according to some analysts. However, the timeline is uncertain and it could take some years, they said.
- Pfizer (PFE) forecast little growth in sales for next year as the drugmaker looks to refresh its pipeline of hit drugs with a series of pricey acquisitions. Revenue next year will be $59.5 billion to $62.5 billion, roughly in line with Wall Street’s estimate, Pfizer said Tuesday in a statement. Sales this year are expected at $62 billion, within the range the company projected in early November.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Pfizer (PFE) forecast little growth in sales for next year as the drugmaker looks to refresh its pipeline of hit drugs with a series of pricey acquisitions. Revenue next year will be $59.5 billion to $62.5 billion, roughly in line with Wall Street’s estimate, Pfizer said Tuesday in a statement. Sales this year are expected at $62 billion, within the range the company projected in early November.
- Ford Motor (F) will take $19.5 billion in charges tied to a sweeping overhaul of its electric vehicle business after struggling for years to make it profitable.
- Roku (ROKU) is upgraded in two steps to overweight from underweight by Morgan Stanley in a review of the US advertising sector that also upgrades Outfront Media to overweight from equal-weight and resumes coverage of Omnicom Group with an equal-weight recommendation.

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On This episode of Stock Movers:
- European defense stocks slide after President Donald Trump said a negotiated end to the war is “closer” than ever with US negotiators offering significant security guarantees to Kyiv.In Germany, Rheinmetall falls as much as 4.6%
- UBS rises as much as 2.3% after BofA upgrades the Swiss lender to buy from neutral, saying it is set to grow EPS at the fastest sequential pace of any bank globally.
- The European Union is set to propose softening emissions rules for new cars, scrapping an effective ban on combustion engines following months of pressure from the automotive industry.

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On this episode of Stock Movers:
- European defense stocks slide after President Donald Trump said a negotiated end to the war is “closer” than ever with US negotiators offering significant security guarantees to Kyiv.In Germany, Rheinmetall falls as much as 4.6% - The Magnum Ice Cream Company is moving to oust the chair of Ben & Jerry’s board, the Financial Times reported, citing people familiar with the matter.
- IG Group shares jump as much as 5.4%, hitting an all-time high, after the trading platform said it will deliver its medium-term revenue growth targets ahead of schedule in 2026.

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On this episode of Stock Movers:

- Ford (F) sees a slight boost to their stock price after announcing that they will be overhauling their EV division after losing around $5 billion in the division last year.

- Zillow (Z) stock is down with Google testing their new real estate advertising format that could rival websites like Zillow.

- Hershey (HSY) share price rose 3% with the chocolate category doing well overall despite the increase in GLP-1 users.

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

On this episode of Stock Movers:

- Tesla (TSLA) shares rose around 3.5% increasing to $475 a share and coming close to being the first all-time high close for the stock this year.

- ServiceNow (NOW) took the biggest hit in the S&P 500, falling 11% after reports that the company is in talks to purchase cybersecurity startup Armis in a deal valued around $7 billion.

- Zillow (Z) and CoStar (CSGP) the company that owns the website Homes.com, both saw their stock price fall as Google starts to test its new real estate advertising format that could rival websites like Zillow and Homes.com.

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On this episode of Stock Movers:

- iRobot (IRBT) shares drop after the company filed for bankruptcy and considers handing over control to its main Chinese supplier.

- Strategy Inc. (MSTR) stock falls after a near $1 billion purchase of Bitcoin as the cryptocurrency's price continues to drop.

- Zillow (Z) price tumbles 11% as Alphabet's Google has begun testing a new advertising format for real estate listings that could threaten portals like Zillow.

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On this episode of Stock Movers:
- iRobot (IRBT) shares plunge after the company that revolutionized robot vacuum cleaners in the early 2000s with its Roomba model, filed for bankruptcy and proposed handing over control to its main Chinese supplier.
- ServiceNow (NOW) shares are down after news that the company is near an agreement to buy cybersecurity startup Armis in a tie-up that could be valued at up to $7 billion, according to unidentified people familiar with the talks in a report by Bloomberg.
- Costco (COST) shares slip after after Roth Capital Partners analyst William Kirk cut his recommendation on the club retailer to sell from neutral. Despite 1Q EPS beating estimates last week, Kirk sees several underlying metrics that are “concerning.” Renewal rates are fading. Paid members have slowed, possibly negative q/q (adjusted for openings.) Comparable-store traffic is decelerating on a year-over-year basis.

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On this episode of Stock Movers:
- ServiceNow (NOW) shares are down after news that the company is near an agreement to buy cybersecurity startup Armis in a tie-up that could be valued at up to $7 billion, according to unidentified people familiar with the talks in a report by Bloomberg.
- Franklin Resources (BEN) shares rise after the firm said the US Department of Justice is preparing to resolve an investigation into its fixed-income unit, Western Asset Management Co., without criminal charges following the government’s allegations of securities fraud against its former star manager, Ken Leech.
- iRobot (IRBT) shares plunge after the company that revolutionized robot vacuum cleaners in the early 2000s with its Roomba model, filed for bankruptcy and proposed handing over control to its main Chinese supplier.

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On this episode of Stock Movers:
- Shares of Roomba maker iRobot Corp. (IRBT) plummeted ahead of the US market open after the company that revolutionized robot vacuum cleaners in the early 2000s with its Roomba model, filed for bankruptcy and proposed handing over control to its main Chinese supplier. The Massachusetts-based consumer robot maker, which is currently listed, will be taken over by China’s Shenzhen PICEA Robotics Co. and a subsidiary of the Chinese firm, according to a press release. The common stock of the company, founded in 1990 by engineers from the Massachusetts Institute of Technology, will be wiped out under the proposed Chapter 11 plan filed in Delaware on Sunday.
- Nvidia (NVDA) is leading a premarket recovery across the magnificent seven cohort of big tech stocks, after the group suffered a two-day drop amid concern over elevated spending and delays for projects tied to AI. An equal-weight basket of Magnificent Seven tech stocks dropped 0.8% on Friday after Bloomberg reported that Oracle pushed back the completion dates for some of the data centers it’s developing for OpenAI to 2028 from 2027.
- Shares of Intel (INTC) pushed higher in the early trading session after reports on Friday that the company is in advanced talks to acquire artificial intelligence chip startup SambaNova Systems Inc. for about $1.6 billion including debt. Sources tell Bloomberg a deal for Palo Alto, California-based SambaNova could come together as soon as next month. Founded in 2017 by Stanford University professors, one of whom had won a MacArthur Genius Award, SambaNova designs custom AI chips, aiming to rival those offered by Nvidia Corp.

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On this episode of Stock Movers:
- Nvidia (NVDA) is leading a premarket recovery across the magnificent seven cohort of big tech stocks, after the group suffered a two-day drop amid concern over elevated spending and delays for projects tied to AI. An equal-weight basket of Magnificent Seven tech stocks dropped 0.8% on Friday after Bloomberg reported that Oracle pushed back the completion dates for some of the data centers it’s developing for OpenAI to 2028 from 2027.
- Shares of Intel (INTC) pushed higher in the early trading session after reports on Friday that the company is in advanced talks to acquire artificial intelligence chip startup SambaNova Systems Inc. for about $1.6 billion including debt. Sources tell Bloomberg a deal for Palo Alto, California-based SambaNova could come together as soon as next month. Founded in 2017 by Stanford University professors, one of whom had won a MacArthur Genius Award, SambaNova designs custom AI chips, aiming to rival those offered by Nvidia Corp.
- Shares of Texas Instruments (TXN) dropped ahead of the US market open after Goldman Sachs analyst James Schneider cut the recommendation on Texas Instruments to sell from buy. The downgrade highlights tech sector struggles beyond the artificial intelligence trade, with TI a major player in analog chip technology.

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On this episode of Stock Movers:
- Juventus Football Club SpA shares rose the most this year after the Agnellis family’s investment vehicle Exor NV rejected an unsolicited bid by Tether Holdings to acquire the Italian football club.
- Sanofi’s experimental multiple sclerosis drug got hit with two setbacks on Monday: a regulatory delay in the US as well as a failure in a late-stage clinical trial.
- TT Electronics plunges as much as 22%, the most since April, after DBAY Advisors said it does not plan to make a takeover offer for the London-listed maker of engineered electronics.

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On this episode of Stock Movers:
- Shares in Europe’s defense companies including Rheinmetall are falling Monday amid ongoing Ukraine peace talk meetings and after President Volodymyr Zelenskiy said he could accept security guarantees from the US and Europe instead of NATO membership.
- Stellantis is among some of Europe’s embattled automakers set to get a breather as they struggle with the transition to emission-free driving, a critical moment that will shape the future of the continent’s transport sector.
- Argenx shares fell as much as 9.7%, the most in more than seven months, after the biotechnology company said its late-stage studies evaluating efgartigimod in adults with moderate to severe thyroid eye disease will be discontinued.

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On this episode of Stock Movers:

- Oracle (ORCL) closed 4.47% lower today and fell 12.7% this week. Shares slipped after earnings disappointed investors, and Bloomberg reported that some of the company's data centers being built for OpenAI will now be completed in 2028 instead of 2027. The delays stem from shortages of labor and materials, fueling doubts about execution, according to Bloomberg.

- Warner Bros Discovery (WBD) rose by 15% this week, closing at a record high today. Paramount Skydance is attempting to buy the company in a hostile takeover, while Netflix is also making a bid.

- Carvana (CVNA) is higher by 13.99% this week. The online used-car dealer will make an entry into the S&P 500 Index this month.

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

On this episode of Stock Movers:

- Lululemon (LULU) shares finished the day 9.6% higher after the yoga-wear retailer said its CEO Calvin McDonald will step down after a seven-year stint, signaling a potential strategy change after sales struggled and the stock fell more than 60% from a 2023 peak. 

- Canopy Growth (CGC) was up 53% today. Stocks of cannabis producers soared as President Donald Trump is expected to direct his administration to move to reclassify marijuana as a less dangerous drug.

- Oracle (ORCL) closed 4.47% lower. Shares slipped after Bloomberg reported that some of the company's data centers being built for OpenAI will now be completed in 2028 instead of 2027. The delays stem from shortages of labor and materials, fueling doubts about execution, according to Bloomberg.

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On this episode of Stock Movers:

- Oracle (ORCL) shares slipped after Bloomberg reported that some of the company's data centers being built for OpenAI will now be completed in 2028 instead of 2027. The delays stem from shortages of labor and materials, fueling doubts about execution, according to Bloomberg.

- Broadcom (AVGO) shares fall as much as 9.3%, the most intraday since April 10, as investors scrutinize the chipmaker’s $73b of AI backlog to be delivered in the next 18 months. That figure fell short of more bullish expectations, but the company said it was a “minimum” number as orders will be topped up over time.

- Lululemon (LULU) shares jump as much as 14% on Friday, the most intraday in more than eight months, after the yoga-wear retailer said its CEO Calvin McDonald will step down after a seven-year stint, signaling a potential strategy change after sales struggled and the stock fell more than 60% from a 2023 peak.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Broadcom (AVGO) shares slide the most intraday since April 10, as investors scrutinize the chipmaker’s $73b of AI backlog to be delivered in the next 18 months. That figure fell short of more bullish expectations, but the company said it was a “minimum” number as orders will be topped up over time.
- Lululemon (LULU) shares surge after the company boosted its full-year outlook and announced that its chief executive officer would step down. The company is searching for a replacement for CEO Calvin McDonald, who will depart the top post at the end of January, and the decision to find new leadership is seen as "overdue" by Jefferies analyst Randal Konik.
- Citigroup (C) shares rise after the firm says it's bullish on the planemaker. The firm said quote "We rate BA Buy with a $265 YE26 PT. New Management is the Megatrend. We are as bullish on new management as an analyst could reasonably be. Strong top down and bottom up tailwinds support our view."

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On this episode of Stock Movers:
- Lululemon (LULU) shares surge after the company boosted its full-year outlook and announced that its chief executive officer would step down. The company is searching for a replacement for CEO Calvin McDonald, who will depart the top post at the end of January, and the decision to find new leadership is seen as "overdue" by Jefferies analyst Randal Konik.
- Broadcom (AVGO) shares slide the most intraday since April 10, as investors scrutinize the chipmaker’s $73b of AI backlog to be delivered in the next 18 months. That figure fell short of more bullish expectations, but the company said it was a “minimum” number as orders will be topped up over time.
- Tilray Brands (TLRY) and stocks of cannabis producers soar as President Donald Trump is expected to direct his administration to move to reclassify marijuana as a less dangerous drug.

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On this episode of Stock Movers:
- Shares of Broadcom (AVGO) tumbled in premarket trading after its sales outlook for the red-hot market failed to meet investors’ lofty expectations. The shares fell about 5% in premarket trading on Friday, following unsettling commentary from Chief Executive Officer Hock Tan on a conference call with analysts. He said the company has a backlog of $73 billion in AI product orders that will be shipped over the next six quarters — a number that disappointed some investors. But Tan sought to clarify that the figure was a “minimum.”
- Shares of Lululemon Athletica (LULU) rallied ahead of the US market open after the athleisure purveyor boosted its full-year earnings-per-share guidance, called early holiday performance encouraging, and announced a $1 billion increase to its stock buyback program. Lululemon’s fiscal third-quarter report had several positive nuggets for investors after a tough year. Profit and comparable sales beat analyst expectations in the quarter, driven by growth in international markets. Revenue in the US slipped 3% on a constant-currency basis. The company is also searching for a replacement for CEO Calvin McDonald, who will depart the top post at the end of January.
- Shares of Tilray (TLRY) and other cannabis brands soared in the early trading session as President Trump is expected to direct his administration to move to reclassify marijuana as a less dangerous drug, according to people familiar with the matter, a move that could represent one of the biggest shifts in US policy toward cannabis in decades. Trump has discussed the idea with marijuana industry executives, Health and Human Services Secretary Robert F. Kennedy Jr. and Centers for Medicare & Medicaid Services Administrator Mehmet Oz, the people said. A White House official said no final decisions have been made on rescheduling.

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On this episode of Stock Movers:
- Shares of Broadcom (AVGO) slide in premarket trading after its sales outlook for the red-hot market failed to meet investors’ lofty expectations. The shares fell about 5% in premarket trading on Friday, following unsettling commentary from Chief Executive Officer Hock Tan on a conference call with analysts. He said the company has a backlog of $73 billion in AI product orders that will be shipped over the next six quarters — a number that disappointed some investors. But Tan sought to clarify that the figure was a “minimum.”
- Shares of Lululemon Athletica (LULU) jumped ahead of the US market open after the athleisure purveyor boosted its full-year earnings-per-share guidance, called early holiday performance encouraging, and announced a $1 billion increase to its stock buyback program. Lululemon’s fiscal third-quarter report had several positive nuggets for investors after a tough year. Profit and comparable sales beat analyst expectations in the quarter, driven by growth in international markets. Revenue in the US slipped 3% on a constant-currency basis. The company is also searching for a replacement for CEO Calvin McDonald, who will depart the top post at the end of January.
- Swiss-listed shares of UBS Group (UBSG SW) hit their highest level since February 2008 after a group of influential Swiss lawmakers proposed watering down the capital demands that the country wants to impose on the lender. The senior legislators presented recommendations that would allow UBS to use a kind of junior debt known as AT1 bonds instead of equity to meet some of the fresh capital requirements envisioned by the Swiss government. They also floated the idea to continue letting it use at least some of its software and tax credits to count toward the capital demands, though they also included a rule that would place a cap on investment banking growth.

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On this episode of Stock Movers:
- Shares in UBS soared to the highest intraday level since early 2008 as a group of influential lawmakers proposed watering down the capital demands that Switzerland wants to impose on the bank. - Lufthansa shares rise as much as 6.9%, hitting the highest intraday level since August 2023. Kepler Cheuvreux upgrades the German flag carrier airline to buy from hold, citing an increasingly attractive risk/reward profile and tailwinds heading into next year.
- Card Factory shares fall as much as 27%, the most since 2020, after the firm cut its guidance in what Panmure Liberum called a “shock warning that surprises in scale.”

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On this episode of Stock Movers:
- Shares in UBS soared to the highest intraday level since early 2008 as a group of influential lawmakers proposed watering down the capital demands that Switzerland wants to impose on the bank. - Standard Chartered shares climb as much as 2.6% in Hong Kong after Goldman Sachs upgraded the stock to a “buy,” citing improving profitability and the chance it will raise its return guidance.
- European sportswear stocks could be active after Lululemon Athletica shares jumped in post-market trading in New York as the yoga-wear maker boosted its full-year outlook. Adidas gained 1% in premarket trading among the biggest movers in the DAX.

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On this episode of Stock Movers:

- Broadcom (AVGO) is rising afterhours. The company gave a strong revenue forecast for the current quarter, signaling that demand for AI data center equipment is fueling growth. The company said sales will be about $19.1 billion in the fiscal first quarter, and Chief Executive Officer Hock Tan expects AI semiconductor revenue to double year-over-year to $8.2 billion.

- Lululemon (LULU) shares jumped in postmarket trading. The company raised its full-year outlook, and said Chief Executive Officer Calvin McDonald is stepping down as the company looks to reignite growth amid pressure from competition.

- Oracle (ORCL) sank 10% today. The company forecast 3Q cloud sales growth below analyst estimates, raising concerns that supply constraints are preventing the cloud infrastructure provider from converting its large backlog to actual revenues.

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

On this episode of Stock Movers:

- The Mosaic Company (MOS) is up by 6% at the close. Fertilizer stocks jumped after Ukraine said drones had hit two fertilizer plants in western Russia, on concerns that geopolitical tensions will affect supply chains for key crop nutrients.

- Eli Lilly (LLY) finished 1.58% higher. A late-stage study showed that a next-generation obesity shot helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight-loss medicine yet.

- Lululemon (LULU) is spiked as much as 8% afterhours. The company released earnings and boosted its full year EPS guidance. They also announced that CEO Calvin McDonald will step down.

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On this episode of Stock Movers:

- Eli Lilly (LLY) gains 2.6% as a late-stage study showed that a next-generation obesity shot helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight-loss medicine yet.

- Gemini Space Station (GEMI) rose 20% after its application for a derivatives exchange was approved by the Commodity Futures Trading Commission in a move that will allow the company to join the fast-growing field of prediction markets.

- Oracle (ORCL) sank 13% after the company forecast 3Q cloud sales growth below analyst estimates, raising concerns that supply constraints are preventing the cloud infrastructure provider from converting its large backlog to actual revenues.

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- Shares of Oracle (ORCL) fell in early trading after the company reported a jump in spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want. Fiscal second-quarter cloud sales increased 34% to $7.98 billion, while revenue in the company’s closely watched infrastructure business gained 68% to $4.08 billion. Both numbers fell just short of analysts’ estimates. Known for its database software, Oracle has recently found success in the competitive cloud computing market. It’s engaging in a massive data center build-out to power AI work for OpenAI and also counts companies such as ByteDance Ltd.’s TikTok and Meta Platforms Inc. as major cloud customers.
- Shares of Gemini Space Station Inc. (GEMI) rallied after the company's application for a derivatives exchange was approved by the Commodity Futures Trading Commission Wednesday, in a move that will allow the company to join the fast-growing field of prediction markets. Gemini, co-founded by billionaire twin brothers Tyler and Cameron Winklevoss, will soon allow existing US customers to trade event contracts on its website and mobile app, the company said in a blog post. In a regulatory filing prior to its initial public offering, the firm included prediction markets on “economic, financial, political and sports forecasts” among the list of products it was interested in trading.
- Shares of Eli Lilly & Co. (LLY) jumped in the premarket session after the company's next-generation obesity shot helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight loss medicine yet. The late-stage study was designed to measure weight loss and pain associated with knee osteoarthritis, a condition closely linked to obesity. Patients on the highest dose of the drug — called retatrutide — lost more than 23% of their body weight in 68 weeks, Lilly said in a statement Thursday.

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On this episode of Stock Movers:
- Gemini Space Station (GEMI) shares rise after the crypto exchange founded by the Winklevoss twins said it received a Designated Contract Market license from the Commodity Futures Trading Commission, allowing Gemini to offer prediction markets in the US.
- Oracle (ORCL) Shares slump after the company forecast 3Q cloud sales growth below analyst estimates, raising concerns that supply constraints are preventing the cloud infrastructure provider from converting its large backlog to actual revenues.
- Eli Lilly (LLY) shares rise after a next-generation obesity shot helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight-loss medicine yet.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Shares of Oracle (ORCL) fell in early trading after the company reported a jump in spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want. Fiscal second-quarter cloud sales increased 34% to $7.98 billion, while revenue in the company’s closely watched infrastructure business gained 68% to $4.08 billion. Both numbers fell just short of analysts’ estimates. Known for its database software, Oracle has recently found success in the competitive cloud computing market. It’s engaging in a massive data center build-out to power AI work for OpenAI and also counts companies such as ByteDance Ltd.’s TikTok and Meta Platforms Inc. as major cloud customers.
- Shares of Eli Lilly & Co. (LLY) jumped in the premarket session after the company's next-generation obesity shot helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight loss medicine yet. The late-stage study was designed to measure weight loss and pain associated with knee osteoarthritis, a condition closely linked to obesity. Patients on the highest dose of the drug — called retatrutide — lost more than 23% of their body weight in 68 weeks, Lilly said in a statement Thursday.
- Shares of Gemini Space Station Inc. (GEMI) rallied after the company's application for a derivatives exchange was approved by the Commodity Futures Trading Commission Wednesday, in a move that will allow the company to join the fast-growing field of prediction markets. Gemini, co-founded by billionaire twin brothers Tyler and Cameron Winklevoss, will soon allow existing US customers to trade event contracts on its website and mobile app, the company said in a blog post. In a regulatory filing prior to its initial public offering, the firm included prediction markets on “economic, financial, political and sports forecasts” among the list of products it was interested in trading.

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On this episode of Stock Movers:
- Schneider Electric announced a share buyback program of as much as €3.5 billion ($4.1 billion) through 2030 as it targets growing profitability over the next five years, driven by artificial intelligence and electrification.
- Entain's Chief Financial Officer and Deputy Chief Executive Officer Rob Wood is to step down in 2026 after 13 years with the London-listed gambling group.
- Wizz Air shares fall as much as 4.4%. The budget airline is cut to underperform from neutral as BofA analysts flag concerns on costs and increased competition.

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On this episode of Stock Movers:
- Schneider Electric announced a share buyback program of as much as €3.5 billion ($4.1 billion) through 2030 as it targets growing profitability over the next five years, driven by artificial intelligence and electrification.
- Analysts including Monique Pollard downgraded Delivery Hero to sell. The rare sell rating is based on increasing competition in Middle East and North Africa region.
- Contract that Exosens signed to supply night-vision technology to the Organization for Joint Armament Cooperation is supportive after recent selloff in defense names, Bernstein says. Exosens gains as much as 9.3% to a record high.

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On this episode of Stock Movers:

- Oracle (ORCL) released earnings after the bell. The stock fell in extended trading after reporting a jump in spending on AI data centers and other equipment that is taking longer to translate into cloud revenue than investors want.

- GE Vernova (GEV) had its biggest one-day gain on record, closing 15.6% higher. Shares soared after the company doubled its dividend, increased the scope for share buybacks and raised earnings projections. The company has benefited from US demand for electricity driven by data centers, artificial intelligence and overall electrification of the economy, with shares rising about 90% this year.

- Uber (UBER) shares declined on Wednesday as Wedbush analyst Scott Devitt sees Tesla and Waymo ramping up their autonomous vehicle efforts into 2026, thereby threatening current rideshare services. Uber also recently discontinued its monthly EV bonuses. 

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

On this episode of Stock Movers:

- GE Vernova (GEV) had its biggest one-day gain on record, closing 15.6% higher. Shares soared after the company doubled its dividend, increased the scope for share buybacks and raised earnings projections. The company has benefited from US demand for electricity driven by data centers, artificial intelligence and overall electrification of the economy, with shares rising about 90% this year.

- Warner Bros Discovery (WBD) is up for the fourth day in a row, 4.49% higher at the close. President Trump says CNN should be sold “along with everything else” as part of the potential acquisition of Warner Bros. Discovery by Paramount Skydance or Netflix and that he “will be involved” in the process. 

- Oracle (ORCL) released earnings after the bell. The stock fell 6% in afterhours trading after the company posted disappointing cloud revenue, suggesting it will take longer than expected for Oracle's recent huge AI bookings to pay off.

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On this episode of Stock Movers:
Cracker Barrel Old Country Store (CBRL) declines as it expects sales to fall faster than it previously forecast, showing the country-themed restaurant chain is still struggling following a backlash to its failed logo change earlier this year.
GameStop (GME) slides after the video-game retailer reported net sales for the third quarter that declined nearly 5% year-over-year.
PepsiCo (PEP) rises after JPMorgan upgrades to overweight, citing an “accelerated agenda of innovation and marketing spending fueled by strong productivity savings.”

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- GE Vernova (GEV) shares soar after the company doubled its dividend, increased the scope for share buybacks and raised earnings projections. The company has benefited from US demand for electricity driven by data centers, artificial intelligence and overall electrification of the economy, with shares rising about 90% this year.
- Oracle (ORCL) shares are down ahead of quarterly earnings. Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different for the database software maker and the AI trade in general.
- Cracker Barrel Old Country Store (CBRL) drops as it expects sales to fall faster than it previously forecast, showing the country-themed restaurant chain is still struggling following a backlash to its failed logo change earlier this year.

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On this episode of Stock Movers:
- Chinese artificial intelligence startup DeepSeek has relied on Nvidia Corp. chips that are banned in the country to develop an upcoming AI model, according to a new report in The Information.
- Cracker Barrel (CBRL) shares drop after the casual dining chain reported weaker-than-expected sales results for its first quarter, and cut its annual sales and profit guidance. Traffic declined 7.3% in the quarter, and is even worse so far this period.
- GameStop (GME) shares slide after the video-game retailer reported net sales for the third quarter that declined nearly 5% year-over-year.

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On this episode of Stock Movers:
- ByteDance and Alibaba have inquired about placing large orders for Nvidia’s (NVDA) H200 chip since President Donald Trump said he would allow its export to China, Reuters reports, citing people familiar with the matter.
- GE Vernova (GEV) shares rally as much as 6.8% in premarket trading on Wednesday after the electric power company boosted its buyback to $10 billion, doubled its dividend to 50c, affirmed some aspects of its 2025 guidance and presented its 2026 financial guidance.
- The US Navy is turning to Palantir Technologies (PLTR) as part of its years-long effort to speed up submarine production, in a bet that the company’s analytics capabilities can better expose supply-chain problems.

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On this episode of Stock Movers:
- Aegon the Netherlands-based insurer which generates the majority of its profit from the US, confirmed that it will move its headquarters there and rename itself Transamerica Inc.
- Siemens Energy may be active after GE Vernova doubled its dividend, increased its scope for share buybacks and increased earnings projections at its investor day in New York. Analysts at Morgan Stanley see a positive read-across from the US maker of electric generation equipment’s updated 2028 targets.
- Oddo BHF analyst Anthony Dick cut the recommendation on Ferrari NV to neutral from outperform.

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On this episode of Stock Movers:
- Aegon the Netherlands-based insurer which generates the majority of its profit from the US, confirmed that it will move its headquarters there and rename itself Transamerica Inc.
- Cicor Technologies fell the most in more than five years after it cut its guidance, citing lower-than-expected demand in Germany and adverse currency effects.
- Berkeley Group shares rise as much as 2.1% as the housebuilder delivers first-half profits that beat analysts’ forecasts and leaves full-year guidance unchanged.

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On this episode of Stock Movers:

• GE Vernova (GEV) shares rose in afterhours trading after the US manufacturer of power generation equipment, doubled its dividend and increased its scope for share buybacks while increasing earnings projections amid soaring demand for electricity. At its investor day in New York Tuesday, the company estimated future earnings beyond 2028 to $52 billion from $45 billion and raised its adjusted earnings before interest, taxes, depreciation and amortization margin for the same period to 20% from 14%. 
• AeroVironment (AVAV) shares slipped postmarket  after the maker of drones cut its fiscal year adjusted earnings per share outlook.
• JPMorgan (JPM) shares dropped 4.7% to $300.51 in New York Tuesday, their biggest decline in eight months. The bank's executive Marianne Lake said the bank anticipates spending $105 billion next year, an outlook that surpasses analyst estimates and sent shares falling Tuesday.

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

On this episode of Stock Movers:

- CVS (CVS) shares rose 2.23% today after the company raised its full-year profit forecast and said earnings would rise in 2026. It's a sign of hope as it navigates a turbulent retail environment and government scrutiny across the health care industry.

- Mama's Creations (MAMA) closed 28% higher today after the maker of fresh deli prepared foods said fiscal third-quarter revenue grew 50% from the year-ago period, fueled by the acquisition of Crown I Enterprises. The New Jersey-based company posted revenue of $47.3 million, up from $31.5 million in the year-earlier period

- JPMorgan Chase (JPM) fell 4.66%, the stock's biggest one-day drop since April. JPMorgan Chase’s Marianne Lake said the bank anticipates spending $105 billion next year, an outlook that surpasses analyst estimates.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- CVS (CVS) shares rise after the company raised its full-year profit forecast and said earnings would rise in 2026. It's a sign of hope as it navigates a turbulent retail environment and government scrutiny across the health care industry.

- Carvana (CVNA) rallied as much as 2.4%, putting the used-car retailer on track to extend gains for an 11th-consecutive session, matching a record rally set six years ago. On Monday, the stock jumped 12% following news it will join the S&P 500 Index starting Dec. 22.

- Ares Management (ARES) surged as much as 9.4% Tuesday after an announcement that the stock will replace Kellanova in the S&P 500, effective Dec. 11.

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