Stock Movers

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

On this episode of Stock Movers:

- US-listed aluminum stocks gain in premarket trading after a rally in the metal price following Iran’s attacks on Middle Eastern aluminum facilities.
 
- US food distributor Sysco plans to raise about $21 billion of debt to help fund its acquisition of closely held Jetro Restaurant Depot, according to a statement on Monday.

- BFF Bank SpA’s stock plummeted as much as 61%, the most on record, after the Italian lender disclosed that a regulatory review raised fresh questions about how it labels loans as performing.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Sysco (SYY), a large US food distributor, agreed to buy privately held Jetro Restaurant Depot LLC for $29.1 billion including debt. Under the terms of the acquisition, Jetro Restaurant Depot shareholders will receive $21.6 billion in cash and 91.5 million Sysco shares, the two companies said on Monday. The deal represents a multiple of more than 14 times Jetro Restaurant Depot’s operating income.
- US-listed aluminum stocks gain in premarket trading after a rally in the metal price following Iran’s attacks on Middle Eastern aluminum facilities.
- The magnificent seven cohort of US tech stocks rebound in Monday’s premarket trading, after the group suffered its worst one-week selloff in almost a year.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- European mining shares are the best-performers on the Stoxx 600 benchmark after weekend strikes by Iran on aluminum plants in the UAE and Bahrain threaten to send a fragile market into crisis, raising the prospect of record prices for the metal.
- Sodexo rises as much as 4.4% following an upgrade to buy at Jefferies, which says the contract caterer’s upcoming results and CMD provide an opportunity to reset investor expectations, before building momentum.
- BFF Bank’s stock slumped as much as 61%, the most on record, after it disclosed that a review identified more issues in how it classifies loans as performing.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- European mining shares are the best-performers on the Stoxx 600 benchmark after weekend strikes by Iran on aluminum plants in the UAE and Bahrain threaten to send a fragile market into crisis, raising the prospect of record prices for the metal.
- Sodexo rises as much as 4.4% following an upgrade to buy at Jefferies, which says the contract caterer’s upcoming results and CMD provide an opportunity to reset investor expectations, before building momentum.
- Boohoo Group shares gain as much as 6.7% after the online fashion retailer said it comfortably beat its earnings guidance in FY26 and said it aims to grow them by a double-digit percentage in FY27.

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Earnings are still in focus with Nike, Beyond Meat, and RH all reporting in the coming days.
Bloomberg's Nathan Hager previews the numbers with Alexandra Semenova, Bloomberg Equities Reporter.

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On this episode of Stock Movers:

- Shares of Jack Daniel’s whiskey maker Brown-Forman (BF/B) soared as much as 21% on Thursday, a record intraday climb, following a Bloomberg report that French beverages company Pernod Ricard is seeking to buy the company. Wall Street notes that the Brown family has the majority of voting control and has rebuffed previous attempts to sell, but persistent industry weakness could make a deal more likely.

- Entergy (ETR) was the best performing stock in the S&P 500 Friday, jumping 8%. The gains came after Meta struck a deal with Entergy Louisiana, through which it will pay for new energy infrastructure to support a forthcoming data center in the region. The $27 billion facility, currently under construction, is set to be Meta's largest data center ever.

- Estee Lauder (EL) shares drop on news that the company is in talks to buy Puig Brands SA, which would create a cosmetics giant with about $20 billion in annual sales.

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On this episode of Stock Movers:

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with David Gura, Katie Greifeld, Isabelle Lee and Tim Stenovec.

- Entergy (ETR) was the best performing stock in the S&P 500 Friday, jumping 8%. The gains came after Meta struck a deal with Entergy Louisiana, through which it will pay for new energy infrastructure to support a forthcoming data center in the region. The $27 billion facility, currently under construction, is set to be Meta's largest data center ever.

- Shares of Jack Daniel’s whiskey maker Brown-Forman (BF/B) soared as much as 21% on Thursday, a record intraday climb, following a Bloomberg report that French beverages company Pernod Ricard is seeking to buy the company. Wall Street notes that the Brown family has the majority of voting control and has rebuffed previous attempts to sell, but persistent industry weakness could make a deal more likely.

- Coinbase Global (COIN) shares fell over 3% in Friday’s premarket session, following a 4.26% decline during Thursday’s trading. The total crypto market cap dropped 3.2% to $2.3 trillion on Friday, with Bitcoin trading down 2.27% over the last 24 hours to $68,231.67.

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On this episode of Stock Movers:

- Shares of Jack Daniel’s whiskey maker Brown-Forman (BF/B) soared as much as 21% on Thursday, a record intraday climb, following a Bloomberg report that French beverages company Pernod Ricard is seeking to buy the company. Wall Street notes that the Brown family has the majority of voting control and has rebuffed previous attempts to sell, but persistent industry weakness could make a deal more likely.

- Cybersecurity stocks tumbled Friday morning on the news of a new Anthropic model, with shares of CrowdStrike (CRWD), Palo Alto Networks (PANW) and other cybersecurity stocks among the worst performers in the S&P 500 index.

- Carnival shares fall as much as 4.7% after the cruise operator reduced its adjusted earnings per share, Ebitda and net income forecasts for the full year, with each metric missing consensus estimates. Peers Norwegian Cruise (-4.3%), Royal Caribbean (-3.0%) and Viking (-2.1%) also decline.

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On this episode of Stock Movers:

- CrowdStrike (CRWD) shares fall. Cybersecurity stocks slump in premarket trading on Friday after a Fortune report said Anthropic is testing a new AI model that “poses significant cybersecurity risks.” Security stocks — along with software names more broadly — have been pressured by concerns that tools from AI companies like Anthropic or OpenAI could reduce demand for products from legacy providers, weighing on their growth, margins, and pricing power.

- Carnival (CCL) shares fall. Carnival cut its full-year profit outlook as surging crude prices are driving up fuel costs. Oil prices have climbed to their highest levels since 2022, with both West Texas Intermediate and Brent crude up more than 60% this year as the war in the Middle East has led to strikes on energy assets and a near halt of shipments through the Strait of Hormuz.

- Entergy (ETR) shares rise. Meta Platforms said it reached a new agreement with Entergy to build and pay for enough gas plants to provide a total of 5.2 gigawatts of electricity to a data center it’s developing in rural Louisiana, the utility’s local subsidiary.

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On this episode of Stock Movers:

-  Haliburton (HAL) shares rise. JPMorgan raises its price target on the oilfield services company as it expects limited first-quarter earnings impact from the war compared to peers. Analyst Arun Jayaram notes that while Halliburton peer SLB cut its 1Q EPS guidance due to Middle East disruptions, Halliburton’s Saudi Arabia and North America guidance is maintained

- Meta Platforms (META) shares fall on concerns about AI spending and concerns about a jury verdict that found Meta and Alphabet's Google liable for harming a young user with products designed to be addictive, which may lead to increased government regulations.

-Carnival (CCL) shares are down. Carnival forecasted adjusted earnings per share for the full year of about $2.21. The company also approved a $2.5 billion share buyback.

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

On this episode of Stock Movers:

- Unity Software (U) gains after the company reported preliminary first-quarter earnings. The results showed significant strength in Vector, the company’s AI-driven advertising unit, according to analysts.

- Pernod Ricard shares gain as the market reacted to a potential acquisition of Jack Daniel’s whiskey owner Brown-Forman. A combination could make strategic sense for both businesses, generating synergies and creating the second-biggest player in the US market, analysts say. They also flag the French spirits maker’s stretched balance sheet and the potential hurdles involved in merging two family-run companies.

- Blue Owl Capital (OWL) is boosting its team dedicated to bringing the ultra-wealthy into private markets, betting investors will look past recent jitters to expand in an area where they’ve traditionally had limited exposure. 

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Enagas shares rise as much as 15%, the most in six years, after Spanish regulator CNMC unveiled a draft proposal for gas companies that JPMorgan says is surprisingly positive.
- AstraZeneca shares rise as much as 3.8%, the most in more than six weeks, after the British drugmaker said its experimental drug for chronic obstructive pulmonary disease — a deadly lung condition also known as COPD — helped reduce the worsening of symptoms in two late-stage trials.
- Pernod Ricard shares gain as much as 4.2%, rebounding from Thursday’s losses as the market reacted to a potential acquisition of Jack Daniel’s whiskey owner Brown-Forman

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

On this episode of Stock Movers:

- Meta Platforms (META) and Google Parent Alphabet (GOOG) shares were down today as investors see a long-term overhang related to verdicts in a social media addiction trial. Yesterday, a jury found Meta and Google liable for a 20-year-old woman's mental health struggles, which she said were caused by her addiction to social media, and ordered them to pay damages.

- Shares of haircare brand Olaplex Holdings (OLPX) surged after German consumer brand Henkel announced that it has agreed to buy the company.

- As travelers across the US endure hours-long security lines at airports due to the partial government shutdown, investors are piling into car-rental companies on bets the disruption will push more people onto the road. Hertz Global Holdings Inc. (HTZ) shares rose about 9.2% on Thursday, while Avis Budget Group Inc. (CAR) surged 13% for its biggest one-day gain since June, as chaos at US airports drove optimism that more travelers would rent cars instead. Traffic to Hertz’s website jumped about 15% this week as customers looked for ways around air-travel disruptions. The company has been promoting discounts on last-minute reservations and one-way rentals.

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

On this episode of Stock Movers:

- Shares of Jack Daniel’s whiskey maker Brown-Forman (BF.B) soared as much as 21% on Thursday, a record intraday climb, following a Bloomberg report that French beverages company Pernod Ricard is seeking to buy the company. Wall Street notes that the Brown family has the majority of voting control and has rebuffed previous attempts to sell, but persistent industry weakness could make a deal more likely.

- As travelers across the US endure hours-long security lines at airports due to the partial government shutdown, investors are piling into car-rental companies on bets the disruption will push more people onto the road. Hertz Global Holdings Inc. (HTZ) shares rose about 9.2% on Thursday, while Avis Budget Group Inc. (CAR) surged 13% for its biggest one-day gain since June, as chaos at US airports drove optimism that more travelers would rent cars instead. Traffic to Hertz’s website jumped about 15% this week as customers looked for ways around air-travel disruptions. The company has been promoting discounts on last-minute reservations and one-way rentals.

- SanDisk (SNDK) and other memory stocks extended their losses on Thursday after Alphabet Inc.’s Google publicized research on a new algorithm that could allow more efficient use of the storage needed for artificial-intelligence development.

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

On this episode of Stock Movers:

- Meta Platforms (META) sees a drop of over 8% after a jury found the company (along with Google) liable for a 20-year-old woman's mental health struggles, which she said were caused by her addiction to social media, and ordered them to pay damages.

- Valero Energy (VLO) is up over 5.7% after the announcement that their refinery in Port Arthur, Texas will attempt to introduce steam tomorrow to some units after a fire in a unit on Monday.

- Brown-Forman (BF/B) sees a 2% jump after a report that French beverage company, Pernod Ricard SA, is exploring a potential acquisition of the Kentucky-based owner of Jack Daniel’s whiskey, as alcoholic drink companies look at ways to consolidate amid an industry downturn.

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On this episode of Stock Movers:

-Venture Global (VG) shares rose as attacks in the Middle East continued and US President Donald Trump warned Iran to get serious about discussions “before it is too late.”

-Sandisk (SNDK) shares fell. Shares of memory and storage companies sank on Wednesday after Google researchers touted a new compression technique for large language models and vector search engines.

-JBS (JBS) shares rise. The company reported EPS below estimates and sales above estimates. JBS also sees 2026 Brazil beef results in line with 2025.

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

On this episode of Stock Movers:

- Corebridge Financial and Equitable Holdings to combine in an all-stock merger, valuing the combined company at approximately $22 billion.

- Meta Platforms Inc. and Alphabet Inc.’s Google must pay damages to a 20-year-old woman who said her addiction to social media caused her mental health struggles, a jury concluded in a landmark decision that could signal hefty risks for the companies as they fight thousands of similar claims.

- Pony AI Inc. delivered its first profitable quarter ever, bolstered by a windfall from an early investment, rather than its main robotaxi business.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Swedish fast-fashion retailer Hennes & Mauritz AB’s first-quarter sales fell short of expectations in a period plagued by weak consumption and large currency effects.
- Pony AI (PONY) delivered its first profitable quarter ever, bolstered by a windfall from an early investment, rather than its main robotaxi business.
- Henkel AG has agreed buy Olaplex Holdings, the hair-care brand that developed a cult following for its shampoos and other treatments, in a $1.4 billion deal.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Boliden drops as much as 15%, the most since July 2023, after providing an update on the abnormally high seismic activity that has impacted production at its key Garpenberg mine.
- Next said the conflict in the Middle East will add £15 million ($20 million) of costs and warned it will raise prices if the war persists, taking some of the shine off another upward nudge to the UK retailer’s profit guidance.
- European companies with exposure to private credit may be in focus after Jefferies’ results missed Wall Street estimates, dragged down by losses on wayward credit bets. Watch European companies including AXA, Allianz, Aviva, Legal & General, Prudential, Aegon and NN Group.

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

On this episode of Stock Movers:

- Arm Holdings Plc (ARM) shares rose by the most in almost a year after the company announced plans to sell its own chips for the first time — a move forecast to generate about $15 billion annually within five years. Meta Platforms Inc. will be the first major customer for the company’s chip, called an AGI CPU, Arm said Tuesday at an event in San Francisco. The product will have as many as 136 cores — a measure of processing power — and draw 300 watts of electricity, according to the UK-based company. Taiwan Semiconductor Manufacturing Co. will produce the chips.

- Driven Brands (DRVN) rose in extended trading after a Wall Street Journal report that activist ADW Capital is encouraging the automotive services firm to explore a sale or breakup.

- Navan (NAVN) shares are up after the business travel platform reported earnings and revenue for the fourth quarter that beat the average analyst estimate.

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

On this episode of Stock Movers:

- Arm Holdings Plc (ARM) shares rose by the most in almost a year after the company announced plans to sell its own chips for the first time — a move forecast to generate about $15 billion annually within five years. Meta Platforms Inc. will be the first major customer for the company’s chip, called an AGI CPU, Arm said Tuesday at an event in San Francisco. The product will have as many as 136 cores — a measure of processing power — and draw 300 watts of electricity, according to the UK-based company. Taiwan Semiconductor Manufacturing Co. will produce the chips.

- JetBlue (JBLU) shares surge after reports from Semafor saying the airline is considering the option of selling itself to a competitor. The US airline has hired advisers to explore the viability of a deal, and is considering scenarios of a tie-up with United Airlines Holdings Inc., Alaska Air Group Inc. or Southwest Airlines Co., and how such a combination would sit in the political and regulatory environment, the publication said.

- Energy and Chemical stocks fell today as investors weighed Iran rejecting a US ceasefire proposal.

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

On this episode of Stock Movers:

JetBlue Airways (JBLU) is considering the option of selling itself to a competitor, Semafor reported, citing people familiar with the matter. The US airline has hired advisers to explore the viability of a deal, and is considering scenarios of a tie-up with United Airlines Holdings Inc., Alaska Air Group Inc. or Southwest Airlines Co., and how such a combination would sit in the political and regulatory environment, the publication said.

Meta Platforms (META) is cutting several hundred jobs as part of a restructuring effort that’s impacting several teams at the company, including sales, recruiting and the Reality Labs hardware division.

Arm Holdings (ARM) which made its name licensing technology to semiconductor makers, said it will sell its own chips for the first time — a move forecast to generate about $15 billion annually within five years.

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On this episode of Stock Movers:

- KB Home (KBH) shares fell after the single-family home builder reported forecast deliveries for the second quarter that missed the average analyst estimate.

- Sarepta Therapeutics (SRPT) shares jump after the biotech released early clinical data from its siRNA pipeline. Oppenheimer (outperform) analyst Kostas Biliouris says “early DM1/FSHD data appear promising, but full dataset & more markers needed for conclusions”

- ARM (ARM) shares rise after news it will sell its own chips for the first time, with Meta Platforms Inc. as the first major customer, and expects to generate about $15 billion annually within five years. The company's new chip, called an AGI CPU, will have as many as 136 cores and draw 300 watts of electricity, and will be produced by Taiwan Semiconductor Manufacturing Co.

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On this episode of Stock Movers:

- ARM (ARM) shares rise after news it will sell its own chips for the first time, with Meta Platforms Inc. as the first major customer, and expects to generate about $15 billion annually within five years. The company's new chip, called an AGI CPU, will have as many as 136 cores and draw 300 watts of electricity, and will be produced by Taiwan Semiconductor Manufacturing Co.

- Chewy (CHWY) shares gain after the online retailer of pet products gave a net sales forecast for the fiscal year 2027 that beat the average analyst estimate. This suggests the online pet retailer expects strong demand to more than make up for headwinds including inflation and tariff uncertainty.

- Echostar (SATS) shares are up. EchoStar, Rocket Lab and AST SpaceMobile rally on Wednesday as the Information reports that SpaceX aims to file a prospectus for an initial public offering as soon as this week.

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

On this episode of Stock Movers:

- Merck (MRK) agreed to buy Terns Pharmaceuticals Inc. for $6.7 billion, giving the multinational company access to a promising new leukemia treatment as it faces the patent expiration of its bestselling cancer drug.

- The Pentagon has agreed with major defense contractors on a series of framework agreements meant to accelerate production of key missile systems that have seen heavy use during the initial phases of the US and Israeli war against Iran. Lockheed Martin and BAE Systems agreed with the Defense Department on plans to “quadruple the production of seekers for the Terminal High Altitude Area Defense (THAAD) interceptor,” according to a Pentagon announcement.

- Chewy (CHWY) shares rise after the online retailer of pet products gave a net sales forecast for the fiscal year 2027 that beat the average analyst estimate.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Merck & Co (MRK) to buy Terns Pharmaceuticals (TERN) for $53/share in cash for an approximate equity value of $6.7 billion.
- Shares of Arm Holdings (ARM), which made its name licensing technology to semiconductor makers, rose in premarket trading after it said it will sell its own chips for the first time, in a move forecast to generate about $15 billion annually within five years.
- Braze shares rise after the software company forecast revenue for the first quarter that was higher than the average analyst estimate.

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

On this episode of Stock Movers:

- KB Home (KBH) shares are down 5% in postmarket trading Tuesday after the single-family home builder reported forecast deliveries for the second quarter that missed the average analyst estimate.

- Arm Holdings (ARM) which made its name licensing technology to semiconductor makers, will begin selling its own chips for the first time, adding a business that it expects to generate about $15 billion annually within five years. Shares closed down 1.41%.

- ImmunityBio (IBRX)shares plunged after the biotechnology company and its billionaire executive chairman, Patrick Soon-Shiong, were hit with a Food and Drug Administration warning letter for false and misleading promotion of its bladder cancer drug Anktiva.

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

On this episode of Stock Movers:

- US coal stocks climb on Tuesday as the Iran war continues and the tightened supply of liquefied natural gas is expected to increase demand for coal. Among gainers: Peabody Energy +9.3%, Core Natural Resources +7.0%, Hallador Energy +5.0%, Alliance Resource Partners +2.9%, Alpha Metallurgical Resources +8.7%, Warrior Met Coal +9.4%

-Circle Internet Group (CRCL) the issuer of the USDC stablecoin, fell the most on record on Tuesday, with investors reacting to potential changes to stablecoin regulation that could make the firm’s cryptocurrency less attractive to large holders. Concerns that a competitor is readying a move into the US market also hurt Circle’s share price. The stock declined as much as 22%, its steepest intraday drop ever, and leading losses across crypto-linked equities.

- Uber (UBER) shares slide 2.1% on Tuesday as the rideshare giant is in talks to acquire German premium chauffeur services provider Blacklane, Manager Magazin reports citing unidentified people familiar.

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On this episode of Stock Movers:

-  Concentrix (CNXC) shares fall as the software company’s second-quarter forecast was weaker than expected. Vital Knowledge also notes “a modest shortfall on FQ1 EPS,” given margin compression.

- Jefferies (JEF) shares are mixed. Hedge fund founder George Weiss has lost his defamation suit accusing Jefferies Financial Group of running a “smear campaign” to pressure him to pay a $100 million debt owed by his firm, Weiss Multi-Strategy Advisers.

- ImmunityBio (IBRX) shares fell as much as 25%, the most intraday since 2024, after the FDA warned Anktiva ads are false and misleading, citing unapproved claims and regulatory violations. 

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On this episode of Stock Movers:

- Concentrix (CNXC) shares fall as the software company’s second-quarter forecast was weaker than expected. Vital Knowledge also notes “a modest shortfall on FQ1 EPS,” given margin compression.

- Netgear (NTGR) shares rise after the US Federal Communications Commission ordered a ban on the import of new models of foreign-produced consumer wireless routers. The ban comes after an inter-agency panel determined that the imports threaten national security.

- Estee Lauder (EL) shares drop on news that the company is in talks to buy Puig Brands SA, which would create a cosmetics giant with about $20 billion in annual sales.

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

On this episode of Stock Movers:

- Puig (PUIG SM) shares rise after Estée Lauder said the companies were discussing a deal that would create a cosmetics giant with about $20 billion in annual sales. Analysts say Estée Lauder would have to pay a hefty premium to buy the Spanish firm.

- Sumitomo Mitsui Financial Group Inc. has no immediate plan to take over Jefferies Financial Group (JEF), according to people with direct knowledge of the matter, after a media report of a potential deal. 

- Netgear (NTGR) shares rise after the US Federal Communications Commission ordered a ban on the import of new models of foreign-produced consumer wireless routers.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Netgear (NTGR) shares rise after the US Federal Communications Commission ordered a ban on the import of new models of foreign-produced consumer wireless routers.
- Smithfield Foods (SFD) reported revenue for the fourth quarter that beat the average analyst estimate.
- Applied Optoelectronics (AAOI) shares rise after the electronics component manufacturer said it has received a new volume order from one of its major hyperscale customers for 800G single-mode data center transceivers to help expand its network capacity for AI-driven workloads.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Anglo American shares drop as much as 2% amidst a continued correction for precious metals tied to the conflict in Iran.
- Exor shares fall as much as 7.7%, hitting the lowest level since September 2022, after the Agnellis’ investment company reported net assets for the full year that missed the average analyst estimate.
- Estée Lauder said it’s in talks to buy Puig Brands in a deal that would create a cosmetics giant with about $20 billion in annual sales.

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

On this episode of Stock Movers:

- Estee Lauder (EL) stocks sank after a report that the company is nearing a deal to acquire Puig Brands, a Spanish beauty firm. The companies both confirmed that they are in talks about a combination, while not offering more details. A transaction could be announced as soon as Monday, the Financial Times said citing people familiar with the matter. The exact terms of the potential deal weren’t known, according to the people. 

- Norwegian Cruise Line (NCLH) gained 8% to $20.46 as shares of cruise companies traded higher in response to a decline in the cost of oil.

- Flutter Entertainment (FLUT) shares jumped 7.6% in premarket trading. To fully re-hedge all open option positions coming into the day, 208,477 shares, or 7.4% of the daily average, will need to trade.

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On this episode of Stock Movers:

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

- Draft Kings (DKNG) and Flutter (FLUT) stocks rose as the Wall Street Journal reported US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets like Kalshi and Polymarket.

- Cruise lines such as Norwegian (NCLH), Carnival (CCL), and Royal Carribean (RCL) shares all rose  after President Donald Trump said he told US forces to postpone all strikes against Iranian power plants and energy infrastructure for a five-day period.

- Micron (MU) shares continued to fall after last week the company warned that it will need to spend heavily on production to meet burgeoning demand, overshadowing a generally upbeat forecast from the largest US maker of computer memory chips.

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

On this episode of Stock Movers:

- Synopsys (SNPS) shares jumped after activist investor Elliott Investment Management made a multibillion-dollar investment in Synopsys Inc. and plans to push for changes at the chip-design software maker, according to people familiar with the matter who asked not to be identified because the discussions are private.

- Draft Kings (DKNG) and Flutter (FLUT) stocks rose as the Wall Street Journal reported US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.

- Mastercard (MA) shares fluctuated after the company was saddled with a multimillion-dollar bill after the failure of Brazil’s Banco Master SA left it on the hook to pay out retailers that processed cardholder payments from the lender’s fintech.

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On this episode of Stock Movers:

- Apogee Therapeutics (APGE) soars after the drug developer provided maintenance data from a mid-stage trial that showed its experimental therapy deepened responses in patients with moderate-to-severe atopic dermatitis.

- Synopsys (SNPS) shares gain following reports that activist investor Elliott Investment Management has made a multibillion-dollar investment in the chip-design software company.

- Norwegian Cruise (NCLH) shares rose. Cruise companies traded higher in response to a decline in the cost of oil.

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On this episode of Stock Movers:

- Exxon Mobil (XOM) shares are down. Energy stocks are falling and airline stocks are rising after President Donald Trump said he told US forces to postpone all strikes against Iranian power plants and energy infrastructure for a five-day period.

- MongoDB (MDB) shares are up after Mizuho Securities upgraded the software company to outperform from neutral.

- DraftKings (DKNG) shares gain after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.

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

On this episode of Stock Movers:

- Fannie Mae and Freddie Mac have begun placing sizable orders to purchase mortgage-backed securities, stepping into a market roiled by widening bond spreads and a surge in volatility, according to a person with direct knowledge of the matter.

- Pfizer (PFE) said its experimental Lyme disease vaccine was 73% effective against the tick-borne illness, though fewer-than-expected cases in a study made it hard to determine how well it works on a large scale.

- Shares in DraftKings (DKNG) and Flutter erase earlier losses to gain after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.

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Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East.  
President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war.  
For details on this development, Tom Keene and Paul Sweeney speak with Bloomberg Middle East Reporter Joumanna Bercetche, Silvercrest Asset Management Head of Investment Policy & Strategy Robert Teeter, and Veda Partners Co-Founder Henrietta Treyz.

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

On this episode of Stock Movers:

- Activist investor Elliott Investment Management has made a multibillion-dollar investment in Synopsys (SNPS) and plans to push for changes at the chip-design software maker, according to people familiar with the matter who asked not to be identified because it was private.

- Shares in DraftKings and Flutter (FLUT) erase earlier losses to gain after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.

- A group of Senate Democrats asked FCC Chairman Brendan Carr to investigate the foreign money funding Paramount’s bid takeover bid for Warner Bros. Discovery (WBD), Semafor reports, citing the lawmakers’ letter to Carr.

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

On this episode of Stock Movers:

- Pan African Resources shares fall as much as 9% as the price of Gold continues to decline amidst inflation fears tied to the ongoing conflict in the Middle East. 

- Telecom Italia shares rise as much as 8.1% and briefly trade above the implied value of a cash-and-stock offer from Poste Italiane following a 7.0% decline in the suitor’s stock. 

- Spire Healthcare shares sink as much as 21% to the lowest since March 2021 after the UK operator of private hospitals confirmed talks with private equity firms Bridgepoint and Triton in relation to a potential takeover offer have ended.

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Earnings are still in focus with Chewy, Beyond and Carnival all reporting in the coming days.
Bloomberg's Alexis Christoforous previews the numbers with Tatiana Darie, Bloomberg Strategist for Markets Live

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

On this episode of Stock Movers:

-Super Micro Computer (SMCI) shares shares plunged after the U.S. government charged a co-founder of the company and two other individuals with involvement in a plan to divert U.S.-assembled servers to China in a violation of export-control laws.

-Newmont (NEM) shares are trading significantly lower on Thursday morning due to a decline in gold prices. The decline in gold prices is attributed to a combination of central bank policy and shifting geopolitical dynamics, including Iranian missile strikes and an Israeli attack.

- Delta Airlines (DAL) stock jumped ahead of the open Tuesday as the carrier stuck to its earnings guidance and hiked its revenue outlook despite surging fuel prices. The company expects its first-quarter guidance to be within its initial range and now sees revenue climbing by a high-single-digit percentage, citing "demand momentum".

See omnystudio.com/listener for privacy information.

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

On this episode of Stock Movers:

-Super Micro Computer (SMCI) shares shares plunged after the U.S. government charged a co-founder of the company and two other individuals with involvement in a plan to divert U.S.-assembled servers to China in a violation of export-control laws.

-Dell (DELL) stocks rose after the Justice Department charged three individuals associated with Super Micro Computer, Dell's arch-rival, for allegedly skirting export-control laws by diverting $2.5 billion worth of U.S.-assembled servers to China.

- ARM Holdings ADRs are up 2% in premarket trading, after HSBC upgraded the chip-design company to buy from reduce.

See omnystudio.com/listener for privacy information.

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

On this episode of Stock Movers:

- Super Micro Computer (SMCI) shares shares plunged after the U.S. government charged a co-founder of the company and two other individuals with involvement in a plan to divert U.S.-assembled servers to China in a violation of export-control laws.

-Dell (DELL) stocks rose after the Justice Department charged three individuals associated with Super Micro Computer, Dell's arch-rival, for allegedly skirting export-control laws by diverting $2.5 billion worth of U.S.-assembled servers to China.

- Micron (MU) shares fell after the chipmaker gave a forecast for capital spending that was higher than expected, the latest example of investors being wary of elevated spending.

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On this episode of Stock Movers:

- Occidental (OXY) shares higher after J.P. Morgan raised the recommendation on Occidental Petroleum Corp. to neutral from underweight.
 
- Mosaic (MOS) shares fall to the lowest since January after BofA Global Research cut its recommendation on the fertilizer company to neutral from buy on higher raw materials prices due to the US-Iran conflict.

- Super Micro Computer (SMCI) shares plummeted, after three individuals associated with the server maker were indicted by the US Attorney’s Office for allegedly conspiring to commit export-control violations.

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On this episode of Stock Movers:

- FedEx (FDX) shares rose after it raised its full-year profit forecast, sending the courier’s shares up the most in almost a year and signaling the plan to restructure its delivery network is gaining traction despite economic volatility.

- Super Micro Computer (SMCI) shares  plummeted, after three individuals associated with the server maker were indicted by the US Attorney’s Office for allegedly conspiring to commit export-control violations.

- Swarmer (SWMR) shares soared nearly 1,000% in the first three trading sessions after its initial public offering, reflecting how the war in Iran has reshaped the outlook for the defense industry. The rally is attributed to the growing importance of drones in warfare, with military experts concluding that small drones are likely the best defense against drone attacks, and investors reassessing how they value defense companies.

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

On this episode of Stock Movers:

- FedEx (FDX) raised its full-year profit forecast, sending the courier’s shares up the most in almost a year and signaling the plan to restructure its delivery network is gaining traction despite economic volatility.

- Unilever (ULVR) is in talks to sell its food business to McCormick & Co., in what would be the biggest overhaul of the owner of Hellmann’s mayonnaise since it was founded almost a century ago.

- Planet Labs (PL) shares gain after the satellite imaging firm reported revenue for the fourth quarter that beat the average analyst estimate. The revenue forecast for 2027 was also a beat.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- FedEx (FDX) raised its full-year profit forecast, signaling that the courier’s plan to restructure its delivery network is gaining traction despite geopolitical conflict and economic volatility.
- The US charged a Super Micro Computer (SMCI) co-founder with illegally diverting billions of dollars in Nvidia Corp.-powered servers to China, initiating its highest-profile case against alleged smuggling of restricted AI technology to the Asian country. Super Micro’s shares plummeted more than 20% in pre-market trading. US prosecutors charged Yih-Shyan “Wally” Liaw in a scheme to send US-assembled servers containing Nvidia’s cutting-edge chips to China in violation of US export controls. Liaw and two others associated with the company allegedly sold the AI tech through a Southeast Asia company knowing it would be sent on to China.
- Unilever (ULVR LN) is in talks to sell its food business to McCormick & Co., in what would be the biggest overhaul of the owner of Hellmann’s mayonnaise since it was founded almost a century ago.The Anglo-Dutch consumer goods company said Friday it had received an offer from the Maryland-based spices and seasonings maker, but that there was no certainty a deal would be achieved.

See omnystudio.com/listener for privacy information.