Stock Movers

On this episode of Stock Movers:

- Super Micro Computer (SMCI) which emerged as a favorite stock among artificial intelligence-obsessed investors last year, unexpectedly issued first-quarter guidance on Thursday that fell far short of Wall Street’s expectations. The server maker is now expecting to report roughly $5 billion in revenue for the first quarter ended Sept. 30, the San Jose, California-based company said, citing order “upgrades” that pushed some sales into the second quarter. Analysts had projected about $6.5 billion. The company’s shares slid as much as 7.6% in New York.

- Tesla (TSLA)'s profit plunged despite a record quarter of vehicle sales, reflecting ongoing strains on the automotive business that Chief Executive Officer Elon Musk is shifting focus away from. Musk spent much of Tesla’s third-quarter earnings call discussing ambitious but opaque initiatives, including humanoid robot and artificial intelligence programs, and also pleaded with investors to back his trillion-dollar compensation package. But he offered few details about how Tesla will revive its core business selling electric vehicles after a 40% drop in operating profit. Tesla shares dropped 3.9% at the start of premarket trading Thursday in New York. The stock is up almost 9% for the year, trailing the S&P 500 Index.

- Intel (INTC) shares surged after the chipmaker returned to profitability and gave an upbeat revenue forecast, suggesting that it’s making progress on a long and challenging comeback attempt. Fourth-quarter sales will be roughly $13.3 billion, the company said in a statement Thursday. Though that was just below Wall Street’s average estimate, some analysts were still including revenue from a unit that Intel just spun off — money that wasn’t part of the company’s forecast.

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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, Caroline Hyde, Tim Stenovec and Carol Massar.

On this episode of Stock Movers:

- Intel (INTC) is rising in afterhours trading after reporting 4Q results. The company gave an upbeat revenue forecast after personal computer demand grew, boosting optimism about a comeback attempt by the embattled chipmaker. The company's fourth-quarter sales will be $12.8 billion to $13.8 billion, with the midpoint of that range being $13.3 billion, just below Wall Street’s $13.4 billion average estimate.

- Ford (F) shares are lower afterhours. The automaker is seeing a $1.5B to $2B Ebit hit from the Novelis factory fire. Ford plans to dial up production of its top-selling F-Series trucks next year. The Dearborn, Michigan-based company will create 1,000 jobs at factories in Michigan and Kentucky to help boost truck production by 50,000 units next year, the automaker said in a statement Thursday.

- Deckers Outdoor (DECK) shares are down 8.1% after reporting net sales for the second quarter that beat the average analyst estimate.

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On this episode of Stock Movers:

- American Airlines (AAL) is rising after reporting a smaller-than-expected loss in the third quarter, with an adjusted loss of 17 cents a share. The airline now sees a profit for the full year, compared with a loss previously predicted, and predicted a return to profitability in the last quarter of the year.

- Beyond Meat (BYND) careened to record lows last week, then embarked on a four-day rally, surging more than 1,300% before heading back to earth and slumping 17% in Thursday trading. The resurrection of Beyond Meat's meme status lifted the producer of meatless burger patties from record lows and incited a frenzy of retail trading activity.

- T-Mobile (TMUS) declined, despite reporting 1 million new mobile phone subscribers in the third quarter and raising its outlook for the year. The increase surpassed the 852,000 customer additions that analysts had expected and marked the company’s highest third-quarter result for the category in more than a decade, according to a statement Thursday.

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- Super Micro Computer (SMCI) shares fall after the company unexpectedly issued first-quarter guidance on Thursday that fell far short of Wall Street’s expectations.
- Tesla (TSLA) shares fell after the electric-car maker reported earnings for the third quarter that missed the average analyst estimate and costs undercut a record quarter of vehicle sales. Elon Musk used the earnings to discuss AI initiatives and his trillion-dollar compensation package.
- Amazon (AMZN) shares rise after the company announced it is rolling out a new AI-powered tool called 'Help Me Decide' that recommends a specific product when shoppers are feeling overwhelmed with options.

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On this episode of Stock Movers:
- Tesla (TSLA) shares fell after the electric-car maker reported earnings for the third quarter that missed the average analyst estimate and costs undercut a record quarter of vehicle sales. Elon Musk used the earnings to discuss AI initiatives and his trillion-dollar compensation package.
- Lending Club (LC) shares soar after the online lender posted third-quarter results that beat estimates and provided a guidance range for new 4Q originations with a midpoint above estimates. JPMorgan upgraded the stock to overweight.
- Dow (DOW) shares rise after improved volumes in the industrial unit helped reduce its loss from the previous quarter more than analysts expected.

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On this episode of Stock Movers:
- Tesla (TSLA) shares fall in premarket trading after the EV maker saw profit plunge despite a record quarter of vehicle sales, reflecting ongoing strains on the automotive business that Chief Executive Officer Elon Musk is shifting focus away from. Adjusted earnings dropped to 50 cents a share in the third quarter, down 31% from a year ago, the company said Wednesday. Analysts had expected 54 cents on average in estimates compiled by Bloomberg.
- Shares of T-Mobile (TMUS) fluctuated ahead of the New York open after the telecommunications giant reported 1 million new mobile phone subscribers in the third quarter and raised its outlook for the year, buoyed by its recent acquisition of smaller competitor US Cellular. The increase surpassed the 852,000 customer additions that analysts had expected and marked the company’s highest third-quarter result for the category in more than a decade, according to a statement Thursday.
- IBM (IBM) shares slid as much as 8 percent in the premarket session after the company reported third-quarter results that featured a disappointing read for its Red Hat hybrid cloud unit. Third-quarter sales in the hybrid cloud unit that includes Red Hat increased 14%, a slowdown from the previous period and below analysts’ average estimate of 16%. Transaction processing software, which handles commercial data largely on mainframes made by IBM, declined 1%.

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On this episode of Stock Movers:
- Tesla (TSLA) shares fall in premarket trading after the EV maker saw profit plunge despite a record quarter of vehicle sales, reflecting ongoing strains on the automotive business that Chief Executive Officer Elon Musk is shifting focus away from.
- Shares of IBM (IBM) slump in premarket trading on Thursday after the company reported third-quarter results that featured a disappointing read for its Red Hat hybrid cloud unit.
- Shares in quantum-computing companies IonQ (IONQ), D-Wave Quantum (QBTS), and and Rigetti Computing (RGTI) rise in early trading after the Wall Street Journal reports that the firms are are in talks to give the Commerce Department equity stakes in exchange for federal funding.

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On this episode of Stock Movers:
- Volvo Car shares surged after the automaker reported better-than-expected profit in the third quarter, benefiting from its 18 billion-kronor ($1.9 billion) cost-saving program.
- Dassault Systemes shares dropped by the most since 2002, after the software firm lowered its revenue forecast for the year. The shares are trading at the lowest since April 2020.
- Rentokil had its steepest surge since March 2024, after the pest control group reported stronger-than-expected third-quarter revenue growth, driven mainly by its business in the US.

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On this episode of Stock Movers:
- Kering extended its rally, with shares hitting their highest level since April 2024, after the luxury-goods maker reported better-than-expected third-quarter revenue
- Volvo Car shares surged after the automaker reported better-than-expected profit in the third quarter, benefiting from its 18 billion-kronor ($1.9 billion) cost-saving program.
- STMicro shares dropped after the chip-maker forecast Q4 sales below consensus estimates, showing a cyclical recovery in the automotive and industrial chip sector is struggling to take hold.

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On this episode of Stock Movers:
- Tesla (TSLA) third-quarter profit fell short of Wall Street’s expectations despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs. Adjusted earnings were 50 cents per share in the period, the company said Wednesday in a statement. Analysts had expected 54 cents on average in estimates compiled by Bloomberg. Revenue was $28.1 billion, outpacing expectations. The shares slipped in extended trading in New York.
- IBM (IBM) reported disappointing revenue in its closely watched Red Hat unit, sparking concerns among investors who see the software business as among the keys to the company’s growth. Third-quarter sales in the hybrid cloud unit that includes Red Hat increased 14%, a slowdown from the previous period and below analysts’ average estimate of 16%. The shares declined about 5% in extended trading after closing at $287.51 in New York. The stock had gained 31% this year through the close.
- Southwest Airlines (LUV) posted a surprise adjusted profit in the third quarter, boosted by fees from its new policy of charging passengers for bags and expected record operating revenue in the final months of the year. The Dallas, Texas-based carrier earned 11 cents per share in the quarter, the company said on Wednesday. Analysts, on average, estimated a loss of 3 cents, according to Bloomberg-compiled data. Shares rose in postmarket trading. Southwest’s stock is up fractionally for the year through Wednesday’s close.

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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:

- Hilton (HLT) closed the day up 3.42%. The company boosted the lower-end of its full-year outlook for expanding its hotel network. Hilton now expects net unit growth to range between 6.5% and 7% for the full year, up from an earlier expectation of 6% to 7%. They reported earnings of $2.11 a share and raised outlook for full-year adjusted earnings per share to $7.97 to $8.06.

- Tesla (TSLA) shares slipped in extended trading, after the company posted third-quarter profit that fell short of Wall Street’s expectations. This came despite record electric-vehicle sales, a sign of the pressure automakers are facing from shifting federal policies and rising costs.

- IBM (IBM) reported disappointing revenue in its closely watched Red Hat unit, sparking concerns among investors who see the software business as among the keys to the company’s growth. The shares declined about 5% in extended trading after closing at $287.51 in New York. The stock had gained 31% this year through the close.

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On this episode of Stock Movers:

- Intuitive Surgical (ISRG) shares jumped after the robotic-surgery company boosted its worldwide da Vinci procedure growth forecast for the full year. The stock is the biggest gainer in the S&P 500 today.

- Netflix (NFLX) shares fell the most in more than seven months after the world’s most valuable entertainment company said a tax dispute with Brazil cut into yesterday's third-quarter earnings.

- Beyond Meat (BYND) shares surged up to 112% during today's session, but now sits at only 1.8% higher. The rally may have been powered by bearish traders covering their bets against Beyond Meat and the company's announcement of increased availability of its products at Walmart stores.

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On this episode of Stock Movers:
- Beyond Meat (BYND) shares surged. The rally may have been powered by bearish traders covering their bets against Beyond Meat and the company's announcement of increased availability of its products at Walmart Inc.'s stores.
- Intuitive Surgical (ISRG) shares jumped after the robotic-surgery company boosted its worldwide da Vinci procedure growth forecast for the full year.
- Netflix (NFLX) shares fell the most in more than seven months after the world’s most valuable entertainment company said a tax dispute with Brazil cut into third-quarter earnings.

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On this episode of Stock Movers:
- Beyond Meat (BYND) shares surged. The rally may have been powered by bearish traders covering their bets against Beyond Meat and the company's announcement of increased availability of its products at Walmart Inc.'s stores.
- Tesla (TSLA) shares are down ahead of earnings. Tesla Inc. is expected to post a 25% drop in third-quarter profits from a year ago when it reports earnings on Wednesday, according to data compiled by Bloomberg.
- Texas Instruments (TXN) shares slide after the company gave a lackluster forecast for the current period, adding to concerns that a semiconductor industry recovery is sputtering. The outlook suggests that customers are slowing orders as they navigate mounting trade tensions and a shaky economy.

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On this episode of Stock Movers:
- AT&T (T) shares are seesawing after it reported Mobility revenue for the third quarter that missed the average analyst estimate. The company expects to maintain a consistent approach to capital returns during 2028-2029 while reducing its net debt-to-adjusted EBITDA ratio, supported by improved long-term growth in service revenue
- Netflix (NFLX) shares are in decline after the streaming-video company reported third-quarter results it said were hurt by a tax dispute with Brazil. The results came in the wake of reports that Netflix and Comcast are among the companies weighing bids for parts of Warner Bros Discovery.
- Texas Instruments (TXN) shares are lower on Wednesday after the chipmaker gave an outlook that is weaker than expected. The outlook indicates that some customers are slowing orders as they navigate mounting trade tensions.
- Beyond Meat (BYND) is higher amid a meme stock frenzy. Shares have soared in premarket trading on Wednesday, setting the stock on track to extend its 146% rally in the previous session after announcing increased availability of its products at Walmart’s stores. The stock has rallied for three sessions, surging nearly 600% over the period amid meme-like trading activity following a dilutive debt swap.

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On this episode of Stock Movers:
- AT&T (T) shares are seesawing after it reported Mobility revenue for the third quarter that missed the average analyst estimate. The company expects to maintain a consistent approach to capital returns during 2028-2029 while reducing its net debt-to-adjusted EBITDA ratio, supported by improved long-term growth in service revenue
- Netflix (NFLX) shares are in decline after the streaming-video company reported third-quarter results it said were hurt by a tax dispute with Brazil. The results came in the wake of reports that Netflix and Comcast are among the companies weighing bids for parts of Warner Bros Discovery.
- Texas Instruments (TXN) shares are lower on Wednesday after the chipmaker gave an outlook that is weaker than expected. The outlook indicates that some customers are slowing orders as they navigate mounting trade tensions.
- Mattel (MAT) shares are lower after the company reported third-quarter sales and earnings that missed analysts’ estimates due to US retailers delaying orders over uncertainty about President Donald Trump’s tariff policies.
- Beyond Meat (BYND) is higher amid a meme stock frenzy. Shares have soared double digits in premarket trading on Wednesday, setting the stock on track to extend its 146% rally in the previous session after announcing increased availability of its products at Walmart’s stores. The stock has rallied for three sessions, surging nearly 600% over the period amid meme-like trading activity following a dilutive debt swap.

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On this episode of Stock Movers:
- UniCredit's third-quarter profit and revenue beats failed to impress investors, underscoring the challenges for Chief Executive Officer Andrea Orcel after his unsuccessful bid for Banco BPM SpA.
- Adidas slumped after currency rates weighed on its third-quarter sales figures and the German sportswear company failed to impress with its higher profit forecast.
- ITV shares fell as much as 12% after Liberty Global sold a roughly 5% stake in the media company, crystallizing a loss in the investment it made more than a decade ago.

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On this episode of Stock Movers:
- L'Oreal posted disappointing third quarter sales growth as weakness in the US overshadowed signs of improvement in China.
- Barclays raised its earnings guidance and announced a £500 million buyback, even after it nearly quadrupled the amount it set aside for UK motor finance compensation.
- STMicroelectronics slipped along with European chip-makers after US peer Texas Instruments forecast 4Q sales below estimates, signalling a delay in the sector's rebound.

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On this episode of Stock Movers:

- Capital One (COF) reported a surge in third-quarter profit, beating Wall Street estimates, and the lender announced plans to repurchase as much as $16 billion of stock in the wake of its acquisition of Discover Financial Services. Net income surged 80% to $3.19 billion, or $4.83 a share, the McLean, Virginia-based company said Tuesday in a statement. Adjusted earnings per share totaled $5.95, topping the $4.39 average estimate of analysts surveyed by Bloomberg. Shares of Capital One rose 2.7% to $223 in extended trading at 4:20 p.m. in New York. The stock had climbed 22% this year, outperforming the 16% advance for the 24-company KBW Bank Index. 

- Netflix (NFLX) said a tax dispute with Brazil cut into third-quarter earnings, marring results that otherwise fell in line with Wall Street estimates.The world’s most valuable entertainment company posted quarterly operating income of $3.24 billion, according to a statement Tuesday, about $400 million below its own forecast and analysts’ estimates. The company’s outlook for the current quarter is largely in line with Wall Street projections. Shares tumbled in afterhours trading.

- GM (GM) shares jumped the most since 2020 after the automaker raised its full-year outlook, buoyed by better-than-expected pickup truck sales and fresh relief from the Trump administration’s tariffs on auto parts. Adjusted earnings before interest and taxes will be $12 billion to $13 billion in 2025, the automaker said in a statement on Tuesday. That’s up from a previous range of $10 billion to $12.5 billion. The improved outlook comes as GM has seen a jump in sales of high-margin gas-powered SUVs and trucks partly enabled by moves to ease federal emissions rules.

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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:

- Netflix (NFLX) is sinking in the afterhours. The company released earnings and missed 3Q EPS estimates. Netflix said a tax dispute with Brazil cut into earnings, with the company posting quarterly operating income of $3.24 billion, about $400 million below its own forecast and analysts’ estimates.

- Texas Instruments (TXN) fell after the biggest maker of analog chips gave a lackluster forecast for the current period, adding to concern that a chip industry recovery is sputtering. The outlook suggests that customers are slowing orders as they navigate mounting trade tensions and a shaky economy.

- Mattel (MAT) also fell on earnings, saying that sales dipped as tariff uncertainty delays Christmas orders. The company's sales declined to $1.74 billion in the quarter, with profit, excluding some items, at 89 cents per share, less than analysts were expecting.

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On this episode of Stock Movers:

- Zions Bancorp (ZION) rose after saying that its profit topped estimates despite a $50 million loss from an alleged fraud. This helped to reassure investors who had feared the credit markets might be harboring some deeper pain.

- Airbnb (ABNB) Chief Executive Officer Brian Chesky said he didn’t integrate his company’s online travel app with OpenAI’s ChatGPT because the startup’s connective tools aren’t “quite ready” yet. The stock was up around 1.3% midday.

- Adidas (ADDYY) climbed after lifting its earnings forecast for the year. This comes amid robust demand for retro sneakers like the Gazelle and efforts to mitigate the impact of US tariffs.

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On this episode of Stock Movers:
- GE Aerospace (GE) shares gain after the company raised its full-year outlook for a second consecutive quarter as the jet-engine manufacturer cashes in on strong air-travel demand. The results underscore how the company continues to gain momentum under Chief Executive Officer Larry Culp after completing a three-way split of the longtime conglomerate last year.
- Warner Bros. Discovery (WBD) shares jump after the company said it has begun to consider various deal scenarios in light of “unsolicited interest” the media and entertainment conglomerate has received from “multiple parties” for all or part of the company.
- Coca Cola (KO) shares rise after the company posted third-quarter sales growth that beat Wall Street expectations. It's a sign that consumers are snapping up the company’s beverages despite higher prices.

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On this episode of Stock Movers:
- General Motors (GM) shares gain after the company raised its full-year outlook and posted third-quarter results that topped Wall Street estimates on better-than-expected pickup truck sales and fresh relief from the Trump administration’s tariffs on auto parts.
- Coca Cola (KO) shares rise after the company posted third-quarter sales growth that beat Wall Street expectations — a sign that consumers are snapping up the company’s beverages despite higher prices.
- RTX (RTX) shares rise after the company raised its full-year profit outlook and reported third-quarter earnings that topped Wall Street expectations as sales and profit rose across its commercial aerospace and military hardware businesses.

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n this episode of Stock Movers:
- Philip Morris (PM) jumped after the tobacco company reported third-quarter profit and revenue that topped expectations, led by performance in smoke-free portfolio.
- 3M (MMM) is up after it raised its profit forecast for the second straight quarter as Chief Executive Officer Bill Brown’s effort to revitalize the conglomerate gains traction despite ongoing challenges from economic volatility.
- Walmart (WMT) is moving on news it is offering its lowest price in years for Butterball turkeys this Thanksgiving, as the nation’s largest food seller flexes its muscles to entice price-sensitive consumers with deals. The company said it will sell the turkeys for 97 cents per pound, its cheapest price since 2019. Turkey production has been tight due to shrinking flocks and resurgence of avian flu.

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On this episode of Stock Movers:
- General Motors (GM) shares are rising after it raised its full-year outlook and posted third-quarter results that topped Wall Street estimates on better-than-expected pickup truck sales and fresh relief from the Trump administration’s tariffs on auto parts. Adjusted earnings before interest and taxes will be $12 billion to $13 billion in 2025, up from a previous range of $10 billion to $12.5 billion, according to the automaker.
- General Electric (GE) shares are higher after the company raised its full-year outlook for a second consecutive quarter due to strong air-travel demand. The company raised its forecasts for adjusted revenue growth to “high-teens” from “mid-teens”, as well as for operating profit and free cash flow. GE Aerospace shares have soared more than 80% this year, driven by a rebound in global air travel and rising demand for maintenance and new engines.
- Coca-Cola (KO) shares are lower with analysts expecting third-quarter organic sales to moderate sequentially when the beverage-maker reports earnings prior to Tuesday’s opening bell, as continued weakness in some key international markets puts pressure on results. Regarding the full-year outlook, Wall Street is looking for color on FX headwinds and consumer health.
- Zions Bancorp (ZION) is extending gains after it reported $222 million of net income, beating forecasts, despite a $50 million loss from an alleged fraud. The bank charged off $56 million of bad loans in the third quarter, reflecting losses caused by the alleged fraud tied to a commercial real estate investor group in Southern California. Zions Chief Executive Officer Harris Simmons said the charge-offs were an “isolated” situation.

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On this episode of Stock Movers:
- Coca-Cola HBC shares fell as the bottler said it will buy a majority stake in Coca-Cola Beverages Africa.
- Unilever pushed back its demerger of Magnum Ice Cream due to the government shutdown in the US, though it expects to complete the spinoff this year.
- Atos shares fell as much as 17% after the French IT company reported 3Q revenue that missed estimates and lowered its 2025 revenue guidance.

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On this episode of Stock Movers:
- Coca-Cola HBC shares fell as it said it will buy a majority stake in Coca-Cola Beverages Africa.
- Nordnet slid after it reported adjusted operating profit for 3Q that missed the average analyst estimate.
- Edenred shares registered their biggest intraday spike on record, after the digital platform for services and payments reported better 3Q revenue growth than anticipated.

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On this episode of Stock Movers: 
- Crypto-Linked stocks including Robinhood (HOOD) and Terawulf (WULF) ended the day higher as bitcoin miners outperform the digital currency as they expand beyond the cryptocurrency and into AI datacenters.
- Getty (GETY) and Shutterstock (SSTK) tumbled after the UK’s Competition and Markets Authority said the pair’s merger may be expected to result in a substantial lessening of competition.
- Apple (AAPL) ended the day on 2025's first record amid signs of stronger-than-expected demand for its latest iPhone lineup, adding to hopes that a long-awaited upgrade cycle could be underway. Over the weekend, an analysis from Counterpoint Research showed the iPhone 17 series outsold the iPhone 16 by 14% over their respective first 10 days on sale in the US and China.
- Zions Bancorp (ZION) led an aftermarket rally in some regional bank stocks including Western Alliance (WAL) after it delivered earnings that saw its profits top analyst estimates despite a $50 million loss from an alleged fraud tied to a commercial real estate investor group in Southern California. The bank reported $222 million of net income on Monday, just beating forecasts. It also charged off $56 million of bad loans in the third quarter, reflecting losses caused by the alleged fraud.

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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:

- Apple (AAPL) shares hit their first record of 2025 after Loop Capital upgraded the stock to buy from hold, becoming the latest firm to cite positive iPhone demand trends. The recent strength comes amid signs of stronger-than-expected demand for its latest iPhone lineup, with the iPhone 17 series outselling the iPhone 16 by 14% over their respective first 10 days on sale in the US and China.

- Cleveland-Cliffs (CLF) shares closed 21.47% higher after the company posted stronger-than-expected earnings and disclosed a pact with another metal producer. The company said it discovered two sites with potential to produce rare earth minerals, one in Michigan and another in Minnesota, and is evaluating whether rare earth minerals can be extracted from its mines.

- AppLovin (APP) was the worst performer in the S&P today after the New York Post reported that state regulators have reached out to multiple short sellers in a possible preliminary probe on the mobile advertising company.

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On this episode of Stock Movers:
 
- Apple (APPL) shares hit their first record of 2025 after Loop Capital upgraded the stock to buy from hold, becoming the latest firm to cite positive iPhone demand trends.

- AppLovin (APP) shares sink in the worst intraday fall in two weeks after the New York Post reports that state regulators have reached out to multiple short sellers in a possible preliminary probe on the mobile advertising company. 

- BNP Paribas (BNPQY) drops after a court ruling linked it to human rights abuses in Sudan, triggering speculation the firm will ultimately have to pay billions of dollars to settle related cases.

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On this episode of Stock Movers:
- Lululemon (LULU) shares gain after BNP Paribas Exane analyst Laurent Vasilescu raised his team’s recommendation on the athletic clothing company to neutral from underperform.
- USA Rare Earth (USAR) is up. Rare earth and critical minerals stocks rose as William Blair analyst Neal Dingmann initiates the companies at outperform as he sees the government potentially taking a stake in them.
- AppLovin (APP) shares fell after the New York Post reported that state regulators have reached out to multiple short sellers in a possible preliminary probe on the mobile advertising company.

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On this episode of Stock Movers:
- MARA Holdings (MARA) shares rise. Cryptocurrency-exposed stocks are rallying as shares of the large-scale computing firms that make Bitcoin work are once again outperforming the original cryptocurrency.
- Lululemon (LULU) shares gain after BNP Paribas Exane analyst Laurent Vasilescu raised his team’s recommendation on the athletic clothing company to neutral from underperform.
- USA Rare Earth (USAR) is up. Rare earth and critical minerals stocks rose as William Blair analyst Neal Dingmann initiates the companies at outperform as he sees the government potentially taking a stake in them.

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On this episode of Stock Movers:
- Apple (AAPL) is moving with share poised to open near record levels on Monday after Loop Capital upgraded the stock to buy from hold, citing more positive iPhone demand trends. Loop Capital raised its price target on the stock to $315, implying upside of about 25% off Friday’s close, and analyst Ananda Baruah writes that Apple is at the front end of its long-anticipated adoption cycle.
- Boeing (BA) is higher as the company secured the backing of US aviation regulators to raise production of its 737 jetliner to 42 jets a month. The Federal Aviation Administration conducted extensive reviews of Boeing's production lines to ensure the production rate increase will be done safely.
- Liberty Energy (LBRT) is popping as oil frackers enter the data center power trade.

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On this episode of Stock Movers:
- Amazon (AMZN) shares are moving up and down following an AWS disruption. Amazon Web Services said its cloud service had recovered significantly after a disruption on Monday. The disruption was caused by a problem with a regional gateway on the US East Coast, and "most requests should now be succeeding." The issue affected a range of customers, including government agencies, AI companies, financial platforms, and other sites such as Coinbase, Robinhood, and Tottenham Hotspur.
- Boeing (BA) is higher as the company secured the backing of US aviation regulators to raise production of its 737 jetliner to 42 jets a month. The Federal Aviation Administration conducted extensive reviews of Boeing's production lines to ensure the production rate increase will be done safely.
- Liberty Energy (LBRT) is popping as oil frackers enter the data center power trade.
- Beyond Meat (BYND) is up as the meme stock frenzy drives the stock higher. It comes after Beyond Meat's shareholder wipeout last week.

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On this episode of Stock Movers:
- Kering agreed to sell its beauty division to L’Oreal SA as part of a long-term strategic alliance, its stock having risen about 36% since the start of the year.
_ Holcim is set to acquire Xella, a European walling systems company, in a €1.85 billion ($2.2 billion) deal expanding its building solutions business following the spin off of its North American unit.
- TKMS, Germany's largest warship-maker and the spin-off of defence group Thyssenkrupp, rose as high as €75 a share up from €60 in the first minutes of its trading debut.

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On this episode of Stock Movers:
- Kering agreed to sell its beauty division to L’Oreal SA as part of a long-term strategic alliance. Shares of Kering rose as much as 5% in early trading on Monday morning. The stock has risen about 36% since the start of the year.
- B&M European Value Retail shares drop as much as 20% to hit an all-time low, after the retailer cut its guidance less than two weeks after issuing a profit warning, while announcing Chief Financial Officer Mike Schmidt is stepping down.
- European defense stocks rebound from last week’s slide after conflict reignited in Gaza over the weekend.Biggest gainers include Renk (+5.4%), Theon (+4.4%), Hensoldt (+3.8%), Rheinmetall (+3.4%).

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

- AMD (AMD) landed a major order from Oracle for its forthcoming MI450 chips, a sign it’s making headway in its pursuit of Nvidia Corp. in the booming market for AI processors. Oracle will put 50,000 of the semiconductors in data center computers starting in the third quarter of 2026, according to a statement Tuesday. The systems will contain AMD processors and networking components. It’s also another endorsement of AMD technology. The Santa Clara, California-based company is working to become a credible alternative to Nvidia, the dominant provider of AI processors. Shares of the chipmaker rose as much as 4% in New York on Monday.

- US bank stocks stabilized Friday as a new set of earnings from regional lenders was solid, helping ease concerns over credit quality that sparked a sharp selloff. The S&P Regional Banks Select Industry Index jumped 1.7% Friday, with Zions Bancorp (ZION) and Truist Financial Corp among the top performers. The modest rebound follows a 6.3% plunge on Thursday, led by Zions and Western Alliance Bancorp (WAL) after they said they were victims of fraud on loans to funds that invest in distressed commercial mortgages. 

- Gold’s rally has awed Wall Street for months. Gold miners have done even better - so well that investors are now asking whether historic gains in shares of Newmont (NEM) Agnico Eagle Mines (AEM) and their competitors have gone too far. The NYSE Arca Gold Miners Index (GDM) was down 6% at 4:10 p.m. in New York on Friday, the biggest drop since May, while bullion fell more than 2%. Newmont sank 7.6%, Agnico Eagle Mines slid 6% and Barrick Mining Corp. retreated 6.5%. The trio had each enjoyed gains of more than 100% this year, while gold gained just over 60%.

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On this episode of Stock Movers:

- Truist Financial (TFC) shares rise after the firm told investors during its earnings conference call that while the bank had no exposure to bankrupt Tricolor Holdings, it has some exposure to First Brands. The bank accounted for this in its non-performing loans, loan loss reserve and 2025 net charge-off guidance, per CFO Mike Maguire.

- American Express (AXP) reported earnings that beat expectations after unveiling the long-anticipated Platinum credit card refresh last month. Initial demand for the revamped Platinum card exceeded the firm’s predictions, with US Platinum account acquisitions doubling from pre-refresh levels. The firm raised the lower end of its full-year guidance, with revenue now expected to grow 9% to 10% and earnings likely to total $15.20 to $15.50 a share.

- Oracle (ORCL) fell after giving its long-range financial outlook, suggesting investors anticipated a bigger boost from its investment in AI infrastructure. The company said overall annual revenue would total $225 billion by fiscal 2030, and the cloud infrastructure business would produce $144 billion in sales by then. Investors have expressed concern about the profitability of Oracle's AI effort, but the company said an infrastructure project for AI would have a gross margin of 35%.

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On this episode of Stock Movers:

- Oracle (ORCL) fell after giving its long-range financial outlook, suggesting investors anticipated a bigger boost from its investment in AI infrastructure. The company said overall annual revenue would total $225 billion by fiscal 2030, and the cloud infrastructure business would produce $144 billion in sales by then. Investors have expressed concern about the profitability of Oracle's AI effort, but the company said an infrastructure project for AI would have a gross margin of 35%.

- American Express (AXP) reported earnings that beat expectations after unveiling the long-anticipated Platinum credit card refresh last month. Initial demand for the revamped Platinum card exceeded the firm’s predictions, with US Platinum account acquisitions doubling from pre-refresh levels. The firm raised the lower end of its full-year guidance, with revenue now expected to grow 9% to 10% and earnings likely to total $15.20 to $15.50 a share.

- Eli Lilly (LLY) and Novo Nordisk shares fell after President Donald Trump said the price of the diabetes drug Ozempic could come down to just $150 a month. Trump told reporters that the cost of the drug will soon be “much lower” than the current US list price of roughly $1,000 for a month’s supply. The potential price cut could lead to a big hit for Novo and Lilly, which dominate a market expected to top $95 billion by 2030

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On this episode of Stock Movers:
- Truist Financial (TFC) shares rise after the firm told investors during its earnings conference call that while the bank had no exposure to bankrupt Tricolor Holdings, it has some exposure to First Brands. The bank accounted for this in its non-performing loans, loan loss reserve and 2025 net charge-off guidance, per CFO Mike Maguire.
- Micron (MU) shares falls after a report from Reuters that the chipmaker plans to stop supplying server chips to data centers in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure.
- Novo Nordisk (NOVO) shares slide after President Donald Trump said the price of the diabetes drug Ozempic could come down to just $150 a month. Talks over the price of weight-loss drugs, including Ozempic, are still ongoing, according to Mehmet Oz, head of the Centers for Medicare and Medicaid Services.

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On this episode of Stock Movers:
- Novo Nordisk (NOVO) shares fall after President Donald Trump said the price of the diabetes drug Ozempic could come down to just $150 a month. Talks over the price of weight-loss drugs, including Ozempic, are still ongoing, according to Mehmet Oz, head of the Centers for Medicare and Medicaid Services.
- State Street (STT) shares drop after the financial manager’s net interest income fell short of expectations in the third quarter. The company’s adjusted earnings per share for the quarter that beat the average analyst estimate.
- Zion (ZION) shares plunge along with Western Alliance after the companies said they were victims of fraud on loans to funds that invest in distressed commercial mortgages. The disclosures add to other recent loan blowups, including subprime auto lender Tricolor Holdings and auto-parts supplier First Brands Group, which triggered losses for some banks.

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On this episode of Stock Movers:
- Shares of pharma giants Eli Lilly (LLY) and Novo Nordisk (NOVOB DC) are falling in premarket trading after President Trump said the price of the blockbuster diabetes drug Ozempic could come down to just $150 a month. The US list price of Ozempic is roughly $1,000 for a month’s supply. Trump told reporters on Thursday that the cost of the drug, made by Novo, will soon be “much lower.” Lilly sells similar treatments, including Mounjaro and Zepbound.
- American Express (AXP) shares moved lower ahead of the US open after Amex reported earnings that beat expectations after unveiling the long-anticipated Platinum credit card refresh last month. The company best known for its premium credit cards reported $421 billion in billed business, or transaction volume on credit cards and other products issued by Amex, for the third quarter. Analysts had expected the New York-based company to report billed business totaling $415.2 billion.reported earnings that beat expectations after unveiling the long-anticipated Platinum credit card refresh last month. The company best known for its premium credit cards reported $421 billion in billed business, or transaction volume on credit cards and other products issued by Amex, for the third quarter. Analysts had expected the New York-based company to report billed business totaling $415.2 billion.
- Shares of Ally Financial (ALLY) follow Fifth Third Bank (FITB) and Truist Financial (TFC) higher in the early session as the three regional lenders posted positive earnings despite a broader rout in bank stocks.

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On this episode of Stock Movers:
- Shares of regional banks Zions Bancorp (ZION) and Western Alliance (WAL) edged lower ahead of the open after the companies said they were the victims of fraud on loans to funds that invest in distressed commercial mortgages, fueling concern that more cracks are emerging in the credit markets.
- Truist Financial (TFC) and Fifth Third Bank (FITB) edged higher in the early session after earnings that came in slightly above consensus estimates.
- Shares of pharma giants Eli Lilly (LLY) and Novo Nordisk (NOVOB DC) are falling in premarket trading after President Trump said the price of the blockbuster diabetes drug Ozempic could come down to just $150 a month. The US list price of Ozempic is roughly $1,000 for a month’s supply. Trump told reporters on Thursday that the cost of the drug, made by Novo, will soon be “much lower.” Lilly sells similar treatments, including Mounjaro and Zepbound.

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On this episode of Stock Movers:
- Rheinmetall and other defence stocks are down on the back of President Trump's announcement of a second summit with Vladimir Putin, aimed at bringing a rapprochement between Russia and Ukraine.
- BBVA rose in early trading after the Spanish lender's 16 billion-euro bid for Banco Sabadell was rejected by 3 quarters of shareholders.
- Pearson gains after the education company reiterated its guidance for the full year, noting its weighting toward the fourth quarter.

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On this episode of Stock Movers:
- BBVA rose in early trading after the Spanish lender's 16 billion-euro bid for Banco Sabadell was rejected by 3 quarters of shareholders.
- EssilorLuxottica was lifted by growing revenue from the eyewear company’s AI smart-glasses partnership with Meta.
_ Volvo fell the most in six months after the truckmaker warned that a demand slowdown sparked by tariff uncertainty will extend into next year.

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On this episode of Stock Movers:

- Shares of regional banks Zion (ZION) and Western Alliance (WAL) tumbled Thursday after the companies said they were the victims of fraud on loans to funds that invest in distressed commercial mortgages, fueling concern that more cracks are emerging in the credit markets. Zions Bancorp sank 12% after it disclosed a $50 million charge-off for a loan underwritten by its wholly-owned subsidiary, California Bank & Trust, in San Diego. And Western Alliance Bancorp tumbled almost 11% after it said it made loans to the same borrowers. Zions and Western Alliance were the biggest decliners in the KBW Bank Index, which posted its steepest drop in six months.

- HP (HPE) shares fell the most in six months after the company gave an outlook for profit and cash flow for its upcoming fiscal year that missed analysts’ estimates, reflecting a margin crunch in the AI era.  Earnings, excluding some items, will be $2.20 to $2.40 a share in the year ending in October 2026. Free cash flow will be $1.5 billion to $2 billion, HPE said Wednesday in a statement. Analysts, on average, projected profit of $2.41 and free cash flow of $2.41 billion, according to data compiled by Bloomberg. The shares declined as much as 11% to $22.39 after markets opened in New York on Thursday, their biggest intraday drop since April 4. The stock had gained 17% this year through Wednesday’s close.

- JB Hunt (JBHT) shares rose as much as 18% on Thursday, the biggest intraday jump since 1998, after the transportation and logistics company reported third quarter earnings that beat the average analyst estimate helped by better cost control measures.  

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On this episode of Stock Movers:

- JB Hunt (JBHT) shares soar after the transportation and logistics company reported third quarter earnings that beat the average analyst estimate helped by better cost control measures. The stock is the best performer in the S&P 500 today, up almost 22%.

- Hewlett Packard Enterprise (HPE) shares fall after the company gave an outlook for profit and cash flow for its upcoming fiscal year that fell short of analysts’ estimates, reflecting a margin crunch in the AI era.

- F5 (FFIV) shares fell as much as 12% in Thursday trading, the most intraday since April 2024, after a senior US official warned of potentially “catastrophic” compromises due what was said to be a breach blamed on state-backed hackers from China.

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On this episode of Stock Movers:
- JB Hunt (JBHT) shares soar after the transportation and logistics company reported third quarter earnings that beat the average analyst estimate helped by better cost control measures.
- Salesforce (CRM) shares rise after the software company forecasted that revenue growth will accelerate to double digits in the coming years. Salesforce expects $60 billion in annual revenue by the fiscal year ending in January 2030, Chief Financial and Operating Officer Robin Washington said Wednesday during an investor event.
- Western Alliance (WAL) shares fall after news that the firm filed a lawsuit in August alleging fraud by a borrower in failing to provide collateral loans in first position. Western Alliance evaluated existing collateral and believe it covers the obligation, based on “as-is” appraisals.

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On this episode of Stock Movers:
- Hewlett Packard Enterprise (HPE) shares fall after the company gave an outlook for profit and cash flow for its upcoming fiscal year that fell short of analysts’ estimates, reflecting a margin crunch in the AI era.
- Salesforce (CRM) shares rise after the software company forecasted that revenue growth will accelerate to double digits in the coming years. Salesforce expects $60 billion in annual revenue by the fiscal year ending in January 2030, excluding any contribution from the planned acquisition of Informatica Inc.
- JB Hunt (JBHT) shares climb after the transportation and logistics company reported third quarter earnings that beat the average analyst estimate helped by better cost control measures.

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On this episode of Stock Movers:
- Taiwan Semiconductor (TSM) is higher after earnings beat analyst estimates, in the latest sign of rising demand for components like Nvidia chips that power AI. It also narrowed its capital expenditure forecast for the full year.
- Hewlett Packard (HPE) shares are lower after the computer hardware and storage company issued a full-year forecast for profit and cash flow that fell short of analysts’ estimates. The company also said it is cutting an unspecified number of jobs as part of its integration with Juniper Networks. HPE is dealing with tighter margins in part due to building servers with expensive AI chips that have made the machines less profitable.
- Salesforce (CRM) is higher on Thursday after the software company forecast that revenue growth will accelerate to double digits in the coming years. Bloomberg Intelligence analyst Anurag Rana says Salesforce’s forecast implies annual growth of 10% and “is encouraging, given the pace dipped to around 8-9% in recent quarters.”
- United Airlines (UAL) is lower as analysts at Bloomberg Intelligence note that the airline’s results show signs of saturation, even for its premium seats. The company forecast adjusted earnings per share for the fourth quarter that beat the average analyst estimate.

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