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Stock Movers
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Listen for Short conversations on today's biggest winners and losers in the stock market.
Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.
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- SMFriday · 4 min
Weekly Roundup: Intel Fell, Schneider Sank, Skyworks Solutions
Today's biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers: - Intel(INTC) fell this week as technology stocks weakened amid broader market selling. Intel will continue working with Elon Musk on his Terafab chipmaking project despite Musk’s discussions with rival Taiwan Semiconductor Manufacturing Company Limited. Intel shares have gained 193.2% over the past 12 months, leaving room for profit-taking following their strong rally. - Schneider Electric (SU) fell as much as 10% in Paris, the most since January 2025, as an agreement to acquire PTC draws a cautious initial response from analysts. Concerns center on the size and financing of the transaction, as well as uncertainty over AI disruption and whether the deal can strengthen Schneider’s competitive position. Still, analysts see strategic merit in expanding the energy-management and automation company’s industrial software offering. PTC soared on the news. - Skyworks (SWKS) announced this week the successful completion of its combination with Qorvo. The close of the transaction creates a U.S.-based, global leader in high-performance radio frequency (RF), power management, and analog and mixed-signal semiconductor solutions. Stock this week was mixed. See omnystudio.com/listener for privacy information.
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- SMFriday · 4 min
Closing Bell: Humana Soars, WeBull Gains After Scotiabank Upgrade, Delta Drops
Today's biggest winners and losers in the stock market. 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, Jess Menton, Carol Massar - Humana (HUM) shares surged as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. The company’s largest Medicare Advantage contract with more than 2 million members improved its rating above the threshold to earn bonus payments, according to data released from the Centers for Medicare and Medicaid Services. The quality measures, called Star ratings, can translate to bonuses worth billions of dollars for companies if their plans have four or more stars. - Webull Corp. shares rise after Scotiabank raised its recommendation on the exchange to sector outperform from sector perform after the recent selloff in shares. Analyst Lance Jessurun sees the risk for Webull shares now priced in after the recent selloff on the China report and notes that revenues and profits continue to rise - Delta Air Lines (DAL) reduced its full-year earnings outlook due to elevated jet fuel prices, expecting adjusted earnings of $5.10 to $5.60 per share in 2026. The airline expects to absorb approximately $6 billion in additional fuel costs this year compared with 2025, citing the war in the Middle East as a factor. Delta's Chief Executive Officer Ed Bastian said he expects flying demand to hold up despite higher ticket prices, noting that "the market has accepted these price points" and that travel is a priority for wealthier consumers. See omnystudio.com/listener for privacy information.
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- SMFriday · 3 min
Humana Surges, Telecoms Fall, Apple Drops
Today's biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers: - Humana (HUM) shares surged as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. The company’s largest Medicare Advantage contract with more than 2 million members improved its rating above the threshold to earn bonus payments, according to data released from the Centers for Medicare and Medicaid Services. The quality measures, called Star ratings, can translate to bonuses worth billions of dollars for companies if their plans have four or more stars. - Telecom stocks were seeing their worst daily drops in over a decade, with Verizon and other telecommunications stocks dropping on Friday. SpaceX's announcement that it was buying low-band spectrum has driven the drops, as the company plans to use the spectrum to "pave the way for Starlink Mobile to become a major mobile carrier in the U.S." Shares of Verizon, AT&T, and T-Mobile were down. - Apple (AAPL) shares are down 1.83%% on Friday, after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand. See omnystudio.com/listener for privacy information.
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- SMFriday · 4 min
Tesla Gains, Apple Falls, Netflix Drops on Report of Layoffs
On this episode of Stock Movers: -Tesla (TSLA) shares gain. Tesla Inc. is backing away from its Full Self-Driving branding to help secure approval for the driver-assistance system in Europe. The automaker has begun using the name “Tesla Assisted Driving” on its European websites, while the US version of the site continues to use “Full Self-Driving (Supervised)” Tesla’s driver-assistance branding has been a point of contention with regulators, safety advocates and some customers, who say the name gives the impression of full autonomy. -Apple (APPL) shares drop after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand. -Netflix (NFLX) shares drop. Netflix is planning a major round of layoffs coming as soon as next week would cut about 5% of its headcount, according to a new report. The streaming giant plans a significant restructuring that “will impact” about 5% of staffers and “could be announced as early as next week,” according to a report by Puck News citing anonymous sources. See omnystudio.com/listener for privacy information.
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- SMFriday · 3 min
Humana Surges, Lumentum Gains, and T-Mobile Drops on SpaceX Spectrum Deal
On this episode of Stock Movers: -Humana (HUM) shares surge. The company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. The company’s largest Medicare Advantage contract with more than 2 million members improved its rating above the threshold to earn bonus payments, according to data released from the Centers for Medicare and Medicaid Services. -Lumentum (LITE) shares are up. Lumentum Holdings Inc.’s optical components are “completely sold out” through early 2029 on demand from tech companies clamoring for faster AI data centers, according to its chief executive officer. -T-Mobile (TMUS) shares drop. This comes with news that Space Exploration Technologies, or SpaceX, plans to buy significant wireless spectrum, bolstering its Starlink service. See omnystudio.com/listener for privacy information.
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- SMFriday · 3 min
Delta and Apple Slip; Humana Higher
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Delta (DAL) shares are sliding after the company reduced its full-year earnings outlook due to high jet fuel prices stemming from the war in the Middle East. - Humana (HUM) is surging as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. Shares of CVS meanwhile fell as ratings for some of its largest plans deteriorated, while UnitedHealth shares were little changed in premarket trading. - Apple (AAPL) shares are slipping after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand. See omnystudio.com/listener for privacy information.
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- SMFriday · 4 min
Delta Lowers Outlook; Apple Slips; Humana Surges
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Delta (DAL) shares are sliding after the company reduced its full-year earnings outlook due to high jet fuel prices stemming from the war in the Middle East. - SpaceX (SPCX) shares are moving after the company announced an agreement to acquire a nationwide low-band spectrum license portfolio, the company says in a post on X. The license portfolio will be up to 14 megahertz of paired spectrum in the 800 MHz band. - Apple (AAPL) shares are slipping after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand. - Humana (HUM) is surging as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. Shares of CVS meanwhile fell as ratings for some of its largest plans deteriorated, while UnitedHealth shares were little changed in premarket trading. - Lumentum (LITE), which is backed by Nvidia, is moving as the company's optical components are "completely sold out" through early 2029 due to demand from tech companies for faster AI data centers. Lumentum plans to invest at least $350 million in its key factory and a neighboring facility to ramp up capacity and meet runaway demand for its products. See omnystudio.com/listener for privacy information.
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- SMFriday · 3 min
Airtel Money Debut, Salzgitter Rises, Kering Up
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Airtel Money has been admitted to the Main Market of the London Stock Exchange under ticker AMC, with unconditional trading expected to begin Oct. 14, according to terms seen by Bloomberg.- Salzgitter rises as much as 8.4% after UBS upgraded the German steelmaker to buy from neutral, saying the company is the highest-beta play on a European steel rally. - Anthony Vaccarello is leaving Yves Saint Laurent after a decade at the creative helm of the Parisian fashion label that’s part of the struggling luxury group Kering. See omnystudio.com/listener for privacy information.
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- SMFriday · 4 min
Airtel Money Lists, Deutsche Telekom Falls, Rheinmetall Down
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Airtel Money has been admitted to the Main Market of the London Stock Exchange under ticker AMC, with unconditional trading expected to begin Oct. 14, according to terms seen by Bloomberg. - According to Bloomberg Intelligence, Deutsche Telekom can surpass midterm cash-flow consensus, with analysis pointing to upside of as much as 9% to 2028 free-cash-flow estimates. - Rheinmetall’s medium-term outlook lacks certainty without significant additional contract wins, Berenberg writes in a note downgrading the defense firm to hold from buy. See omnystudio.com/listener for privacy information.
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- SMFriday · 4 min
SoftBank Drops, Tata Up, Nikkei Recovers
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - SoftBank seeks to raise as much as $100 billion from Gulf investors to help it amp up its bets on AI, the Financial Times reported, citing people familiar with the matter. - Tata Steel trades at a 15% discount to peers on forward EV/Ebitda of 9.5x vs. the 11.2x peer median. Though narrower than the 37% gap seen earlier this year, the discount remains notable - Japan Tobacco, Bandai Namco and Nissan Chemical were three stocks in the Nikkei 225 that set a record high in today’s session. See omnystudio.com/listener for privacy information.
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- SMThursday · 4 min
Chipotle Jumps, GlobalFoundries Gains, Nvidia Slides on OpenAI Sales Report
Today's biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers: - Chipotle Mexican Grill (CMG) shares jumped after the Financial Times reported that Starbucks Corp. has worked with advisers on a takeover proposal for the burrito chain. A Starbucks spokesperson said the company doesn’t “comment on rumors and speculation” and the team is focused on its “Back to Starbucks” turnaround plan. Analysts expressed skepticism about a potential deal given the vast differences between the two businesses, but noted that access to Chipotle’s supply chain could provide some justification for the potential overture. - GlobalFoundries (GFS) shares gained as much as 7% after the chip manufacturer announced a five-year, $2 billion deal to provide US production capacity to Taiwan Semiconductor Manufacturing Co. GlobalFoundries will help supply components known as silicon interposers under the agreement, and will rely on manufacturing at its facility in Malta, New York. The company expects to begin ramping up volume production of the TSMC components in the first half of 2028. - Nvidia (NVDA) slid along with other tech companies with AI ties on a reporting from the Financial Times that OpenAI told investors that its annualized revenue might come in significantly lower than initially thought. See omnystudio.com/listener for privacy information.
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- SMThursday · 4 min
Closing Bell: Constellation Brands Gain, Chipotle-Starbucks Takeover Deal
Today's biggest winners and losers in the stock market. 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, Jess Menton, Carol Massar and Stacey Vanek Smith. - Constellation Brands (STZ) shares gained on Thursday, even as analysts remain split following its mixed quarterly report earlier this week. While Freedom Broker raised the recommendation on the Modelo beer maker to buy from hold, HSBC downgraded the stock to hold from buy. - Chipotle Mexican Grill (CMG) shares jumped after the Financial Times reported that Starbucks (SBUX) has worked with advisers on a takeover proposal for the burrito chain. The status of the takeover plans couldn’t be immediately learned and a mega deal of this size might never get off the ground, according to people familiar with the matter. Analysts expressed skepticism about a potential deal given the vast differences between the two businesses, but noted that access to Chipotle’s supply chain could provide some justification for the potential overture. Chipotle shares surged as much as 8.6% in New York trading on Thursday. The stock has fallen about 20% over the past year. Starbucks declined as much as 6.7%, the most intraday in more than a year, before paring its drop. See omnystudio.com/listener for privacy information.
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- SMThursday · 4 min
Chipotle Jumps, Levi Faces Slow Growth, Latham Group Falls
Today's biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers: - Chipotle Mexican Grill (CMG) shares jumped after the Financial Times reported that Starbucks has worked with advisers on a takeover proposal for the burrito chain. The status of the takeover plans couldn’t be immediately learned and a mega deal of this size might never get off the ground, according to people familiar with the matter. Analysts expressed skepticism about a potential deal given the vast differences between the two businesses, but noted that access to Chipotle’s supply chain could provide some justification for the potential overture. - Levi (LEVI) posted the slowest growth in its direct-to-consumer channels since late 2022, in part due to a marketing misstep. Revenue generated from Levi’s own stores and website grew 2% in the third quarter, with the company raising its full-year earnings outlook. The company expects direct-to-consumer growth for the current quarter to increase by a mid-single digit, after changing its marketing to focus on low-rise jeans. - Latham Group (SWIM) fell 7.8%. Trading volume was seven times the average for this time of day. The shares declined to $5.87, lower than any close since Aug. 4, from $6.37. The stock was the worst performer among its peers. See omnystudio.com/listener for privacy information.
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- SMThursday · 2 min
Starbucks Drops, IREN Drops, and Helen of Troy Soars as Earnings Outlook Raised
On this episode of Stock Movers: - Starbucks (SBUX) The Financial Times reported that Starbucks Corp. has worked with advisers in recent months on a takeover proposal for the burrito chain. The status of the takeover plans couldn’t be immediately learned and a mega deal of this size might never get off the ground, the Times said, citing people familiar with the matter. Brian Niccol, Starbucks’ chief executive officer since 2024, previously was the top executive at Chipotle. - IREN (IREN) shares are sliding following critical reports of facility reliability issues at its Canadian data centers combined with broader sector pressure on capital-heavy AI infrastructure builders. - Helen of Troy (HELE) shares soar after the consumer goods company boosted its adjusted earnings per share forecast for the full year. The improved outlook exceeded the average analyst estimate. See omnystudio.com/listener for privacy information.
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- SMThursday · 3 min
Palantir Rises, PepsiCo Gains, Spotify Higher as it Renews Lucrative Multiyear Joe Rogan Podcast Deal
On this episode of Stock Movers: -Palantir (PLTR) shares are rallying on Thursday, after Goldman Sachs upgraded the software company to buy from neutral, noting that the stock has underperformed this year. Analyst Gabriela Borges says the total addressable market “may be setting up for another step function change in depth, because of the shift to sovereign AI, bespoke applications, and Palantir’s newer verticalization strategy” -PepsiCo (PEP) shares gain. PepsiCo Inc. shares rise the most intraday since August, after the food and beverage company posted organic revenue and core profit for the third quarter that came in ahead of expectations. Analysts also note strong growth for the firm outside the US. Still, Pepsi cut its full-year core constant currency EPS forecast, reflecting margin pressures the company expects in its North America business - Spotify (SPOT) Technology shares rise. Spotify has renewed a multiyear licensing agreement with Joe Rogan, the world’s most popular podcaster. The Joe Rogan Experience is the world’s most popular podcast, with 18 million followers, according to Spotify. The pact is worth about $250 million, the Wall Street Journal reported, citing unnamed people familiar with the matter. See omnystudio.com/listener for privacy information.
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- SMThursday · 4 min
Pepsi and Levi Growth Concerns; Microsoft Xbox News
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - PepsiCo (PEP) shares are lower after the company decreased its profit outlook, with its recovery in North America taking longer than expected. PepsiCo faces higher costs in North America that are weighing on margins, and will be raising some prices in the coming months after cutting prices on some marquee brands earlier this year. - Microsoft (MSFT) shares are following news the company's Xbox unit is formalizing its film and TV foray with a new division called XP to expand its franchises into other media. - Levi Strauss (LEVI) is lower after it posted the slowest growth in its direct-to-consumer channels since late 2022, in part due to a marketing misstep. The company expects direct-to-consumer growth for the current quarter to increase by a mid-single digit, after changing its marketing to focus on low-rise jeans. See omnystudio.com/listener for privacy information.
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- SMThursday · 4 min
TSMC Sales Jump; Wolfspeed Gains; Levi Strauss Growth Slows
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Taiwan Semiconductor (TSM) shares are moving on news Samsung earned a nearly nine-fold rise in quarterly operating profit, and Taiwan Semiconductor Manufacturing Co.’s sales jumped 51%, reflecting the spoils of relentless spending on AI infrastructure. Investors are questioning how long AI spending can last, especially as companies’ big capex plans come under pressure because of rising borrowing costs around the world. - Applied Digital (APLD) is lower as it reported adjusted loss per share for the first quarter of 1.0c vs. loss/shr 3.0c y/y. The company expects initial operations at Polaris Forge 2 in Harwood to increase delivered critical IT load across our North Dakota campuses to 300 MW by the end of calendar 2026 - Wolfspeed (WOLF) shares are gaining on news the Department of Defense announces a $1.5b conditional loan commitment to the company, according to a press release. The company says it would be required to issue to the Defense Department VWAP-based warrants to purchase, in the aggregate, up to 7.5% of Wolfspeed’s fully diluted equity. - Levi Strauss (LEVI) is lower after it posted the slowest growth in its direct-to-consumer channels since late 2022, in part due to a marketing misstep. The company expects direct-to-consumer growth for the current quarter to increase by a mid-single digit, after changing its marketing to focus on low-rise jeans.Eric Mollo See omnystudio.com/listener for privacy information.
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- SMThursday · 3 min
Monte Paschi Falls, Aberdeen Rises, Argenx Plunges
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Shares of Monte Paschi fell as much as 6.1% in Milan to their lowest level since June after Italian constructions magnate Francesco Gaetano Caltagirone company’s board plans on rejecting Monte Paschi’s twin bids for Banco BPM and Banca Generali at the next shareholder meeting, according to an emailed statement. - Aberdeen cut its stake in Standard Life by roughly half, as the UK wealth platform and asset manager looks to strengthen its balance sheet and fund growth. - Argenx ended a late-stage trial of its best-selling medicine Vyvgart for a chronic autoimmune disorder after a monitoring panel said the study was unlikely to succeed. See omnystudio.com/listener for privacy information.
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- SMThursday · 4 min
Tesco Climbs, Imperial Brands Rises, Zealand Pharma Slips
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Tesco shares rise as much as 3.9% as analysts said the company’s first-half results were strong and pointed to a £200m increase in share buyback plans. Tesco narrowed its adjusted operating profit forecast for the full year, raising the lower end of its guidance range. - Imperial Brands shares rise as much as 4% after the company reaffirmed its adjusted operating profit forecast for the full year. - Zealand Pharma is cut to hold from accumulate at KBC, with analysts saying they have reduced commercial assumptions for key company assets due to petrelintide trial results, survodutide’s high discontinuation rates and pricing pressure in obesity. See omnystudio.com/listener for privacy information.
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