Stock Movers

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- EasyJet rises as much a 3.3% despite jet fuel price rises. Kasparas Subacius, head of fixed income at Artea Asset Management, airlines including Ryanair EasyJet Plc and Wizz Air and Easyjet have hedged 60% to 80% of fuel costs.
- BP shares dip the most since March 10th as the price of oil drops from its highest closing position in more than three and a half years.
- Spire Healthcare jumps as much as 11% after Sky News reported buyout firm Bridgepoint is drawing up proposals for a formal offer worth £1b for the UK operator of private hospitals, without specifying where it learned the information.Tiwa Adebayo

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

On this episode of Stock Movers:

- FedEx (FDX) boosted its adjusted earnings per share guidance for the full year; the guidance beat the average analyst estimate.

-Five Below (FIVE) shares gain 8.4% in premarket trading after the retailer forecast net sales for the first quarter that beat the average analyst estimate. Analysts are positive about the company’s execution and note strong sales momentum.

-Gold miner Newmont (NEM) was the S&P 500's worst performer ahead of the opening bell, tumbling 5.4%. It came as bullion extended a dismal recent run, tumbling after Federal Reserve Chairman Jerome Powell signaled that the central bank wasn't prepared to look past the risk of the war in Iran triggering a flare-up in inflation.

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

On this episode of Stock Movers:

- Fannie Mae (FNMA) and Freddie Mac (FMCC) shares are down about 70% in the last six months and have plunged to their lowest level in more than a year as investors cast doubt on the Trump administration’s efforts to sell more stock in the mortgage-finance giants to the public.

- Micron (MU) stocks 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. Analysts note that there might be increased concern among investors about the ability of memory chipmakers to maintain their outsized margins.

- Darden (DRI) shares have fluctuated as investors grapple with the restaurant chain operator’s mixed third-quarter earnings report. Total company same-store sales beat expectations, but Olive Garden, Darden’s biggest revenue contributor, fell short. Darden operating income also missed due to restaurant margin pressures.

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

On this episode of Stock Movers:

- Micron Technology (MU) 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.

- Uber Technologies (UBER) plans to invest as much as $1.25 billion in carmaker Rivian Automotive (RIVN) to help launch a robotaxi fleet that will be available in the US, Canada and Europe over the next five years.

- FedEx (FDX) is expected to report profits that beat expectations as the company restructures its delivery network, cuts costs and pursues higher-value business. The optimistic outlook comes after the company hosted an Investor Day last month, where it said it expected third-quarter earnings would be above consensus. 

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

On this episode of Stock Movers:

- Micron Technology (MU) shares fall aafter the chipmaker gave a forecast for capital spending that was higher than expected, the latest example of investors being wary of elevated spending. Analysts note that there might be increased concern among investors about the ability of memory chipmakers to maintain their outsized margins. 

- Five Below (FIVE) shares gain after the retailer forecast net sales for the first quarter that beat the average analyst estimate. Analysts are positive about the company’s execution and note strong sales momentum.

- Mining stocks fell, while energy and chemicals stocks rose in US premarket trading as oil prices gained as much as 11% on Thursday as attacks on energy facilities escalated in the Middle East war.

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

On this episode of Stock Movers:

- Mining stocks fell, while energy and chemicals stocks rose in US premarket trading as oil prices gained as much as 11% on Thursday as attacks on energy facilities escalated in the Middle East war.

- Five Below (FIVE) shares gain after the retailer forecast net sales for the first quarter that beat the average analyst estimate. Analysts are positive about the company’s execution and note strong sales momentum.

- Micron Technology (MU) shares fall aafter the chipmaker gave a forecast for capital spending that was higher than expected, the latest example of investors being wary of elevated spending. Analysts note that there might be increased concern among investors about the ability of memory chipmakers to maintain their outsized margins. 

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Samsung Electronics Co. plans to spend more than 110 trillion won ($73.3 billion) on chip capacity expansion and research this year, devoting a record amount of capital toward an effort to seize the lead in AI semiconductors.
- Elliott Investment Management has built a significant stake in Align Technology Inc., the maker of Invisalign teeth-straightening products, according to people familiar with the matter.
- Rocket Lab jumped after the space company announced a $190 million contract to perform 20 hypersonic test flights with its HASTE launch vehicle over a four-year period for the US Department of War’s MACH-TB 2.0 program.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Equinor says the two new business areas, which will replace the existing Marketing, Midstream and Processing unit, aim to “better capture market opportunities and increase long-term value creation as a reliable provider of energy.”
- European stocks are falling in early trading, led by more cyclical sectors as the latest spike in oil and gas prices weighs on risk sentiment. All sectors are in the red, even energy, with silver and gold miner Fresnillo down over 5%
- Lanxess unveiled a new cost-cutting program, including staff reductions, targeting about €100 million in annual savings by the end of 2028, after reporting adjusted Ebitda that fell 36% from a year earlier.

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

On this episode of Stock Movers:

-Micron Technology (MU) shares are higher in extended trading, after the chipmaker reported second-quarter results that were much stronger than expected. It also gave a third-quarter forecast that was well above the analyst consensus.

-Constellation Brands (STZ) shares advance 1.8% in premarket trading on Wednesday after Citi raised the recommendation on the beverage company to buy from neutral, citing a beer topline acceleration and a valuation that’s below historical levels.

-CF Industries Holdings (CF) shares fall as much as 2.6% after their rating was cut at Mizuho Securities to underperform from neutral. The stock had rallied on expected growth in demand and prices as the Iran war and disruption to the Strait of Hormuz tightened fertilizer supply.

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On this episode of Stock Movers:

- Lululemon (LULU) shares fell after the retailer forecast net revenue for the full year that was largely below the average analyst estimate. Analysts highlight the company’s need to find a new CEO to support the struggling retailer’s turnaround efforts.

- LyondellBasell (LYB) shares rise after UBS upgraded the chemical company to neutral from sell. “We still see over-supply in PE/PP markets if we get a faster return to normal, but we think constrained Middle East chemicals production and less feedstock exports will tighten the market for much of 2026,” writes analyst Josh Spector

- Gemini (GEMI) shares drop the most on record, after Citi analyst Peter Christiansen cut its recommendation on the crypto exchange to sell from neutral. Citi also cut its price targets on other crypto-linked stocks after lowering its 12-month Bitcoin price forecast to $112,000 from $143,000 on slow legislative progress on the US crypto market structure bill.

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On this episode of Stock Movers:

- CF Industries (CF) falls after Mizuho Securities cut its recommendation on the fertilizer company to underperform from neutral after the stock price rallied on expected growth in demand and prices after the Iran war and disruption to the Strait of Hormuz tightened fertilizer supply.

- Constellation Brands (STZ) is up after Citi raised the recommendation on the beverage company to buy from neutral, citing a beer topline acceleration and a valuation that’s below historical levels.

- Duolingo (DUOL) falls after Argus Research downgraded the language learning software company to hold from buy.

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

On this episode of Stock Movers:

- Macy’s (M) shares rose after the company forecast stronger-than-expected sales in the current quarter, a sign that its fiscal year is off to a solid start as middle- and higher-income households continue to spend. 

- General Mills (GIS) reported results for last quarter that missed Wall Street expectations, weighed down by lower prices and weaker demand from consumers facing more economic stress.  

- Lululemon (LULU) shares fall after the retailer forecast net revenue for the full year that was largely below the average analyst estimate. Analysts highlight the company’s need to find a new CEO to support the struggling retailer’s turnaround efforts.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Macy’s (M) forecast full-year comparable sales and profit below analysts’ expectations, a sign that the company is taking a cautious approach to gauging how US consumers will respond to the Iran war and tariffs.
- Nvidia (NVDA) Chief Executive Officer Jensen Huang said the company is firing up manufacturing of H200 AI accelerators for customers in China, a sign of progress in the chipmaker’s effort to reenter the vital market.
- Alibaba (BABA) shares rise as its plan to set up a business unit to bring its AI services and development endeavors under a single umbrella is seen as positive, driving near-term profits and easing margin concerns.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Unilever, the maker of Hellmann’s mayonnaise, is in the early stages of considering a separation of its food assets as it seeks growth from beauty, personal care and wellbeing brands, people with knowledge of the matter said.
- HelloFresh shares plunged to a record low after the meal-kit delivery company said sales are set to shrink for a second straight year.
- Diploma boosted its organic revenue forecast for the full year, as the building component maker continues to be the best performer in the FTSE 100 this century

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

On this episode of Stock Movers:
- Lululemon Athletica (LULU) projected sales to be in a range of $11.35 billion to $11.5 billion in the current fiscal year, with earnings per share projection below expectations. The company's outlook suggests ongoing difficulties, including poor-quality clothing and increasing competition from newer brands, with net revenue in the Americas falling 4% in the fourth quarter.

- The Trade Desk (TTD) shares are up 0.2% in postmarket trading after Adweek said Publicis was telling clients to avoid working with the advertising technology firm. The stock fell 7.4% in Tuesday trading.

- Eli Lilly (LLY) shares tumbled after HSBC turned bearish on the stock, saying investor expectations for weight-loss drugs are overinflated. HSBC analysts cut the drugmaker to reduce and slashed their price target on the stock to $850, citing that Wall Street is too optimistic on Lilly as obesity drugmakers compete by lowering drug prices.

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

On this episode of Stock Movers:
- The airline industry (S15AIRL) stocks are climbing after relatively bullish forecast updates from airline operators ahead of their presentations at the JPMorgan Industrials Conference.

- Uber (UBER) shares gain 4.9% on Tuesday, while Lyft (LYFT) adds 3.1% as the rideshare firms and Nvidia announced separate autonomous vehicle partnerships.

- Eli Lilly (LLY) shares tumbled after HSBC turned bearish on the stock, saying investor expectations for weight-loss drugs are overinflated. HSBC analysts cut the drugmaker to reduce and slashed their price target on the stock to $850, citing that Wall Street is too optimistic on Lilly as obesity drugmakers compete by lowering drug prices.

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

On this episode of Stock Movers:

- The airline industry (S15AIRL) stocks are climbing after relatively bullish forecast updates from airline operators ahead of their presentations at the JPMorgan Industrials Conference.

- Uber (UBER) & Lyft (LYFT) shares jumped after Nvidia (NVDA) announced separate autonomous vehicle partnerships.

- Six Flags (FUN) stocks slightly rose after activist investor Jana Partners pushed for Six Flags Entertainment Corp. to pursue a sale and appoint a new chair, according to a letter sent to the company’s board Tuesday.

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On this episode of Stock Movers:

- Delta (DAL) shares jump. Delta Air Lines Inc. now expects sales to grow in the high single digits through March, after previously guiding for a range of 5% to 7% growth. American Airlines Group Inc., meanwhile, said revenue in the quarter will rise more than 10% — a record for the company — even as more-expensive fuel pushes earnings projections to the more pessimistic end of its range.

-  Uber (UBER) and Lyft shares rise as the rideshare firms and Nvidia announced separate autonomous vehicle partnerships. Uber will launch a global fleet of Nvidia software-driven autonomous vehicles across 28 cities globally by 2028.

- Eli Lilly (LLY) shares dip after HSBC turned bearish on the stock, for the second time in a year, saying investor expectations for weight-loss drugs are over inflated. Analysts led by Rajesh Kumar cut the drugmaker to reduce — its sole sell-equivalent rating — from hold and slashed their price target on the stock to $850, the lowest on Wall Street.

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On this episode of Stock Movers:

- Qualcomm (QCOM) shares rise. The largest maker of smartphone processors, plans to buy back another $20 billion worth of shares and is raising its quarterly cash dividend. The chipmaker’s board has approved the new stock repurchase program, which adds to previous buybacks announced in November 2024, according to a company statement. 

- Nvidia (NVDA) shares are down. Nvidia Corp. Chief Executive Officer Jensen Huang unveiled new products and predicted the company's flagship AI processors would help generate $1 trillion in sales through 2027. According to Bloomberg Intelligence: The Nvidia GTC 2026 AI conference should reinforce the company's multiyear platform dominance across GPUs, CPUs and networking and inference silicon, with the Rubin AI computing platform on track for 2H and Vera opening the standalone server CPU market.

- Uber (UBER) and Lyft shares rise as the rideshare firms and Nvidia announced separate autonomous vehicle partnerships. Uber will launch a global fleet of Nvidia software-driven autonomous vehicles across 28 cities globally by 2028.

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

On this episode of Stock Movers:

- Playboy (PLBY) reported net revenue for the fourth quarter that beat the average analyst estimate.

- Lululemon Athletica’s (LULU) results will take a back seat to any updates on its leadership search and turnaround efforts amid activist pressure, according to Jefferies.  

- Uber (UBER) shares gain as the rideshare firm and Nvidia announced separate autonomous vehicle partnerships.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Delta Air Lines (DAL) issued a more optimistic sales target for the first quarter after bookings by leisure and corporate customers accelerated into March, an upbeat outlook that shows the carrier’s resilience in the face of higher fuel costs. Delta now sees sales in the high single digits through March, after previously guiding for a range of 5% to 7% growth, according a presentation issued on Tuesday.
- Uber (UBER) shares gain after the rideshare firm and Nvidia said they will expand their autonomous vehicle partnership to launch a global fleet of Nvidia software-driven autonomous vehicles across 28 cities globally by 2028.
- Sony Group (SONY) is being downgraded to market perform from outperform at Bernstein, which cites a headwind related to prices for memory chips. US-listed shares down 0.7% in extended trading.

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On this episode of Stock Movers:

- Canal+ and PPF Group are said to be weighing a deal to take Swedish media company Viaplay private. Shares gained as much as 12% in early trading.
- Trustpilot rises 17% after saying it sees revenue growth over the full year 2026 in the high teens
- Neste shares rise as much as 4.1% to their highest in almost two years after analysts at Barclays upgraded the Finnish oil refiner and producer of renewable fuels to overweight from equal weight, citing a range of factors driving momentum, including geopolitical disruption.

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

On this episode of Stock Movers:
- Nvidia Corp. expects to generate at least $1 trillion from its Blackwell and Rubin chips through the end of 2027. The company unveiled new products at its GTC event, including a chip made with technology acquired from startup Groq, and a computer made up of general-purpose CPUs. Nvidia's CEO Jensen Huang said the CPU opportunity is "for sure" a multibillion-dollar business, as the company expands into technology pioneered by Intel Corp.

- Micron Technology was the S&P 500's best performer ahead of the opening bell, rising 4.7%. The memory-chip maker said it plans to build a second manufacturing facility at its site in Taiwan by the end of 2026. 

- Dollar Tree shares rise as much as 5.7%, the most intraday since Dec. 5, after the retailer’s conference call comments eased investors concerns about the traffic decline in in the fourth quarter, as transaction size drove comparable sales growth.

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Today's biggest winners and losers in the stock market
.
On this episode of Stock Movers:
- Micron Technology (MU) was the S&P 500's best performer ahead of the opening bell, rising 4.7%. The memory-chip maker said it plans to build a second manufacturing facility at its site in Taiwan by the end of 2026. Peer stocks got a boost from the announcement: Flash-memory product supplier Sandisk added 3.3%, while disk-drive makers Seagate Technology and Western Digital were up 2.8% and 3.5%, respectively.

- Public Storage (PSA) agreed to acquire National Storage Affiliates Trust in an all-stock deal worth about $10.5 billion, including debt. The transaction will enable Public Storage to expand its platform with assets that are highly complementary to its portfolio, according to Tom Boyle, incoming chief executive officer of Public Storage. Stocks fell 1.50% today.

- Dollar Tree (DLTR) shares rise as much as 5.7%, the most intraday since Dec. 5, after the retailer’s conference call comments eased investors concerns about the traffic decline in in the fourth quarter, as transaction size drove comparable sales growth.

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

On this episode of Stock Movers:

 - Dollar Tree (DLTR) shares rose after the retailer’s conference call comments eased investors concerns about the traffic decline in in the fourth quarter, as transaction size drove comparable sales growth.

- Electronic Arts (EA) stocks slightly spiked after news broke that Wall Street banks led by JPMorgan Chase & Co. have already attracted enough demand for the nearly $15 billion of debt it is selling to back the leveraged buyout of video game maker Electronic Arts Inc., the largest of its kind.

- Nvidia (NVDA) shares jumped today as executives will likely need to deliver a surprise at the chipmaker’s annual AI conference, that begins today, to spark a rally in the moribund stock. The four-day event, called GTC, comes after six months in which the shares have essentially treaded water amid concerns that Nvidia’s rapid revenue growth is peaking. Not even a banner earnings report last month was good enough to impress investors, as the shares fell 5.5% the following day. 

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On this episode of Stock Movers:

- Nebius (NBIS) shares gain. Nebius Group NV is being started with a buy rating and $169 price target at Citi, which sees strong growth potential for the cloud-computing provider. Meta will also spend up to $27 billion on Nebius AI infrastructure.

- Dollar Tree (DLTR) shares gain. Sales are projected to be as much as $20.7 billion this year, with growth of about 7%, following a gain of 10% last fiscal year. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies that boosted results last quarter.

- Micron (MU) shares are rising, lifting other memory and storage companies, as analyst optimism grows ahead of the chipmaker’s results later this week. The memory-chip maker said it plans to build a second manufacturing facility at its site in Taiwan by the end of 2026. Peer stocks got a boost from the announcement.

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On this episode of Stock Movers:

- Meta (META) shares rise after news it will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group NV. This comes as it spends aggressively to compete with the industry’s top frontier models. Reuters also reported on Friday that the social media giant is planning layoffs that could affect 20% or more of the company.

- Nebius (NBIS) shares gain. Nebius Group NV is being started with a buy rating and $169 price target at Citi, which sees strong growth potential for the cloud-computing provider. Meta will also spend up to $27 billion on Nebius AI infrastructure.

- Dollar Tree (DLTR) shares gain. Sales are projected to be as much as $20.7 billion this year, with growth of about 7%, following a gain of 10% last fiscal year. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies that boosted results last quarter.

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

On this episode of Stock Movers:

- Meta Platforms (META) will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group (NBIS) as it spends aggressively to compete with the industry’s top frontier models.

- National Storage Affiliates (NSA) shares are soaring after Public Storage agreed to acquire the company for $41.68 per share. The stock last closed at $30.94.

- Dollar Tree (DLTR) gave a mixed annual outlook, raising some doubts about its ability to keep winning over shoppers with low prices.

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On this episode of Stock Movers:
- Dollar Tree (DLTR) forecast net sales for the full year; the guidance missed the average analyst estimate.
- Meta Platforms (META) will pay as much as $27 billion over the next five years for access to cutting-edge artificial intelligence infrastructure from cloud provider Nebius Group NV as it spends aggressively to compete with the industry’s top frontier models.
- Micron Technology (MU) announced it has completed the acquisition and assumed ownership of Powerchip Semiconductor Manufacturing Corporation's P5 site in Tongluo, Miaoli County, Taiwan, under the acquisition agreement previously announced on January 17, 2026.

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On this episode of Stock Movers:
- UniCredit made a €35 billion ($40 billion) bid for Commerzbank AG that will allow it to increase its shareholding beyond 30%, easing the path for a potential future acquisition.
_ Amplifon agreed to buy the hearing-aid business of GN Store Nord in a deal valued at 17 billion Danish kroner ($2.6 billion), creating a larger player in audio medical technology.
_ Kepler Cheuvreux analyst Aymeric Poulain raised the recommendation on Hensoldt to hold from reduce.The stock rose as much as 5.4% in early trading.

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Earnings are still in focus with FedEx, Macy's, and Lululemon all reporting in the coming days.
Bloomberg's Nathan Hager previews the numbers with Denitsa Tsekova, Bloomberg Cross Asset Reporter.

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

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

- CF Industries (CF) saw its shares trade higher this week, along with other stocks in the chemical and fertilizer space. Fertilizer markets are tightening as the escalating conflict in the Middle East threatens global supplies of nitrogen-based crop nutrients, boosting companies such as CF Industries Holdings Inc., the world’s largest producer of ammonia. CF Industries shares rose as much as 14% on Thursday, the biggest intraday jump since 2020 and to a record high. The Illinois-based company controls nearly 40% of the North American nitrogen fertilizer market, while Nutrien (NTR) — which climbed 7.6% to the highest price in more than three years — controls another 22%.

- Centene (CNC) shares sank on Tuesday after the health insurer flagged rising medical costs and declining membership, adding to an already cautious outlook for the industry. Centene said it expects enrollment in the Affordable Care Act marketplace will decline by about 35% or more across the industry after some federal ACA subsidies expired. It sees its own membership potentially dropping even faster. The company’s membership dropped from 5.5 million in December to 3.6 million in February, a decline that CEO Sarah London said was “in line with our expectations.” 

- Hims & Hers (HIMS) shares posted their best week on record as a new partnership with Novo Nordisk A/S fuels fresh optimism about the company’s future in weight-loss drugs. The San Francisco-based company’s stock climbed about 57% this week, rallying in four of the past five trading sessions. Earlier this week, the telehealth company said it would work with Novo to sell blockbusters Ozempic and Wegovy on its platform, ending a feud between the firms. Novo also agreed to drop a lawsuit it filed against Hims last month. In return, Hims will no longer advertise compounded versions of Novo’s drugs, but it will still sell copies of Ozempic and Wegovy if a doctor says a patient needs them. 

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

On this episode of Stock Movers:

- Meta Platforms (META) shares fell after the New York Times reported that Meta would delay the rollout of a new A.I. model after it had performance concerns

- Adobe (ADBE) stocks plunged after Chief Executive Officer Shantanu Narayen announced he will resign from his position atop the creative software giant amid deep skepticism about the company’s ability to thrive in the AI era.

- Ulta Beauty (ULTA) shares dropped after the cosmetics retailer reported earnings per share for the fourth quarter that missed consensus. Analysts flag that the full-year forecast was disappointing, while Morgan Stanley notes that the guidance might be conservative. 

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On this episode of Stock Movers:

- Adobe (ADBE) shares fall after news that Chief Executive Officer Shantanu Narayen will resign from his position amid deep skepticism about the company’s ability to thrive in the AI era.

- Peloton (PTON) shares drop after news the company is planning to make treadmills a larger priority and is considering lower-priced versions, according to people with knowledge of the matter.

- Hims & Hers Health (HIMS) shares are mixed. Shares are on pace for their best week on record as a new partnership with Novo Nordisk A/S fuels fresh optimism about the company’s future in weight-loss drugs. The San Francisco-based company’s stock has climbed about 51% so far this week, as of Thursday’s close.

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On this episode of Stock Movers:

- Once Upon a Farm (OFRM) tumbles after Jennifer Garner’s snack company forecast slowing sales growth for the year in its first earnings update as a public company. While analysts are largely positive about the results, they note that investors might be underwhelmed by the firm’s gross margin. 

- Ulta Beauty (ULTA) shares sink after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations. Comparable sales, which measures revenue from online and stores

- Adobe (ADBE) shares fall after news that Chief Executive Officer Shantanu Narayen will resign from his position amid deep skepticism about the company’s ability to thrive in the AI era.

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

On this episode of Stock Movers:

- Adobe (ADBE) shares fall after the maker of software for creative professionals announced that Shantanu Narayen will step down as CEO.

- Ulta Beauty (ULTA) fell in early trading after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations. 

- Once Upon a Farm (OFRM) shares tumble after Jennifer Garner’s snack company forecast slowing sales growth for the year in its first earnings update as a public company. While analysts are largely positive about the results, they note that investors might be underwhelmed by the firm’s gross margin. 

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:

- Ulta Beauty (ULTA) fell in late trading after the cosmetics retailer offered guidance for the current year that was toward the low end of Wall Street’s expectations. The shares fell 9.6% at 4:21 p.m. in New York after the close of regular trading. The stock has risen about 3.3% so far this year, outpacing the S&P 500 Index.

- Bumble (BMBL) shares surge 50%, the biggest jump since February 2021, after the online dating company forecast Ebitda for the first quarter that beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. .

- Adobe (ADBE) shares are down 6.2% in extended trading, after the maker of software for creative professionals reported its first-quarter results and gave an outlook. It also announced that Shantanu Narayen would step down as CEO.

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

On this episode of Stock Movers:
- Palantir Technologies (PLTR) may turn to other AI models amid the spat between Anthropic PBC and the Pentagon.

- Bumble (BMBL) shares surge 50%, the biggest jump since February 2021, after the online dating company forecast Ebitda for the first quarter that beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. .

- Dollar General (DG) shares fall as much as 11%, the most intraday since Aug. 2024, as the retailer gave underwhelming annual and long-term forecasts after the stock’s 9.1% advance year-to-date through Wednesday’s close.

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On this episode of Stock Movers:

- Blue Owl Capital (OWL) falls after the asset manager defended its recent sale of $1.4 billion of loans from three of its funds, arguing the transaction contained no backstops or hidden incentives. Blue Owl Co-President Craig Packer said the four institutions that bought the debt did so on an arm’s length basis, conducted their own due diligence, and received no special guarantees.

- Bumble (BMBL) soars after the online dating company forecast Ebitda for the first quarter that beat expectations. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. 

- Dollar General shares (DG) fall as the retailer gave underwhelming annual and long-term forecasts. The outlook is “conservative,” with the company seeing lower sales growth than last year, said Jennifer Bartashus, an analyst for Bloomberg Intelligence. “The business should be improving based on the strategies they are deploying.”
Shares of the retailer fell as much as 11%. The stock had surged more than 80% in the last 12 months.

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On this episode of Stock Movers:

-Mosaic (MOS) shares rise. US fertilizer, energy and chemical stocks are rising on Thursday as the war in Iran and disruptions to the Strait of Hormuz tighten supply, raising prices. Airlines and cruise stocks are down as rising crude prices lift costs.

-United Airlines (UAL) shares fall. Jefferies analyst Sheila Kahyaoglu cut the target on United Airlines Holdings Inc. to $125 from $148. Maintains buy rating. Separately, airlines around the world are increasing fares and raising fuel surcharges as oil prices briefly send prices above $100 a barrel.

-Bumble (BMBL) shares soar after the online dating company forecast Ebitda for the first quarter; the guidance beat the average analyst estimate. JPMorgan upgraded the stock to neutral, while analysts broadly noted that focus now shifts to upcoming product overhaul planned for later in the year. 

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

On this episode of Stock Movers:

- Bumble (BMBL) unveiled a new artificial intelligence-powered assistant designed to act as a personal matchmaker, the company’s latest effort to reinvigorate itself at a time when many users have shown dating-app fatigue.

- Dollar General (DG) shares fall after the retailer gave underwhelming annual and long-term forecasts after the stock’s 9.1% advance year-to-date through Wednesday’s close. 

- Petco (WOOF) shares soar as the pet health and wellness company’s adjusted Ebitda forecast for the first quarter beat the average analyst estimate. Jefferies upgrades rating noting that shares underappreciate the progress made thus far.  

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Dollar General (DG) forecast earnings per share for the full year; the guidance beat the average analyst estimate.
- Fertilizer buyers in Brazil are facing higher prices, with the US-Israel conflict with Iran sparking a sharp move up in nitrogen, while China's export restrictions are lifting phosphate pricing amid tightening supply. Urea posted the largest week-over-week gain, prompting buyers to look to limited ammonium sulfate offers as a cheaper nitrogen alternative.
- Bumble shares rise after the online dating company forecast Ebitda for the first quarter; the guidance beat the average analyst estimate.

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On this episode of Stock Movers:
- HSBC and Standard Chartered are European banks most exposed to the Middle East as the region represents 4% and 12% of the lenders’ profit before taxes respectively, JPMorgan analysts say.
- On the Beach shares drop as much as 14% to the lowest level since November 2024. The online seller of package holidays suspended its full-year guidance of £39m to £43m adjusted profit before tax due to a “significant slowdown” in demand following the conflict in the Middle East, according to a statement.
- Leonardo shares gain as much as 8.7% to a new record high after the defense technology firm outlined its targets through 2030, which Mediobanca described as “bullish.” Analysts highlight, in particular, order intake expectations, and Jefferies says the 2030 numbers imply 300bps margin expansion vs 2025.

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

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- Campbell's (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Full-year earnings, adjusted for some items, are now seen between $2.15 to $2.25 per share, below the prior range of $2.40 to $2.55, according to a Wednesday statement. That’s set to be the lowest profit since 2009. Shares sunk in trading on Wednesday.

- Sable Offshore (SOC) rallied after word that President Donald Trump is preparing to invoke Cold War-era powers to clear the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. A White House official said that any policy announcement would come directly from the president. Sable didn’t respond to a request for comment. 

- Petco (WOOF) forecast annual earnings above analyst estimates, signaling that consumer pet spending remains durable despite tariff and economic uncertainty. The shares surged as much as 20% in postmarket trading. The San Diego, California-based company said in a Wednesday statement that it sees adjusted earnings before interest, taxes, depreciation and amortization for the year ending early 2027 of $415 million to $430 million, beating analyst estimates of $404.4 million.

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

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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, Carol Massar and Tim Stenovec.

- Oracle (ORCL) shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle’s closely watched infrastructure business jumped 84% to $4.9 billion in the three months ended Feb. 28, the company said Tuesday in a statement, surpassing the 79% that analysts had expected and up from 68% in the previous quarter. Total revenue will reach $90 billion in the fiscal year beginning in June, Oracle said, also handily beating analysts’ projections. The shares traded as high as $171.76 Wednesday in New York, their biggest intraday gain in six months. 

- Sable Offshore (SOC) saw its shares rip higher after Bloomberg reported that President Donald Trump is preparing to invoke Cold War-era powers to pave the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. Trading in Sable’s shares was halted after prices jumped as much as 34% on the news. The company’s shares have seen sharp swings and multiple trading halts in the last year.

- Petco (WOOF) shares soar 16% in after hours trading, as the pet health and wellness company’s adjusted Ebitda forecast for the first quarter 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:
- Oracle (ORCL) shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.

- Campbell’s (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Shares fell as much as 7.8% before the bell and are trading down 5.2% as of 8:20 a.m. in New York.

- Shares of Papa John’s (PZZA) surged after a report the pizza chain is drawing fresh takeover interest from Qatari-based investment fund Irth Capital. Papa John’s stock rose as much as 23% to nearly $40 in New York trading. The move erased a year-to-date decline of more than 15% through Tuesday’s close.

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On this episode of Stock Movers:

- Oracle (ORCL) shares soar after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.

- Nike (NKE) shares rise after Barclays upgraded the sportswear retailer to overweight from equal-weight, citing recent operational progress, financial inflections, and management’s disciplined actions. Analyst Adrienne Yih acknowledges ongoing risks but notes that the risk/reward profile has shifted favorably “making NKE an attractive tactical investment opportunity at this stage.”

- Campbells (CPB) shares drop after the company cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. 

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On this episode of Stock Movers:

- Uber (UBER) shares jump after news the company will let customers hail robotaxis from Amazon's Zoox, starting in Las Vegas this summer. Zoox vehicles will also be available on the Uber app in Los Angeles, starting next year, as part of a multiyear agreement between Uber and Zoox.

- Oracle (ORCL) shares increased in early trading after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle's infrastructure business jumped to $4.9 billion in the three months ended Feb. 28, surpassing analysts' expectations and up from the previous quarter.

- Campbells (CPB) shares drop after the company cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. 

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

On this episode of Stock Movers:

- Oracle (ORCL) shares soared in early trading after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.  

- Campbell’s (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. 

- Nvidia (NVDA). will invest $2 billion in Nebius Group (NBIS) as part of a strategic partnership to develop and build artificial intelligence data centers, as the world’s most valuable firm continues to pour money into companies that buy its chips. 

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Oracle (ORCL) shares rise after the software company reported third-quarter results that beat expectations and also raised its full-year revenue forecast. Analysts note strength in its Oracle Cloud Infrastructure business.
- Cintas (CTAS) has agreed to buy UniFirst (UNF) in a cash-and-stock deal valuing the uniform supplier at $5.5 billion, clinching a years-long pursuit of its rival.
- JPMorgan Chase (JPM) is restricting some lending to private credit funds after marking down the value of certain loans in their portfolios, according to a person familiar with the matter, in the latest sign of stress in the $1.8 trillion industry.

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