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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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September 14 · 2 min
RUM Group Rallies, ServiceNow Rises, and Baldwin Insurance Gains on Dell & Sequence Deal
On this episode of Stock Movers: - RUM Group (RUM) rises 28% in trading before regular market hours. The Information reports that Anthropic has struck a $13.7 billion compute pact with the firm. Rum Group had disclosed a major contract worth $13.7 billion in an August securities filing but did not name the customer, the Information reported. - ServiceNow (NOW) shares rise. Shares of software companies, especially those seen as being at risk from AI disruption are rising after AI leaders called for a slower pace of development of their most advanced models. - Baldwin Insurance (BWIN) shares gain. Michael Dell’s family office and Sequence Holdings acquired Baldwin Insurance Group Inc. in an all-cash deal valued at $7.7 billion. DFO Management and Sequence will form an entity that holds a majority stake in Baldwin, while certain Baldwin employees will retain a minority stake. See omnystudio.com/listener for privacy information.
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September 14 · 3 min
Dell-Baldwin Acquisition; ; Oracle-Ellison Stock Plan
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Baldwin (BWIN) shares are moving as Michael Dell’s family office and Sequence Holdings teamed up to acquire Baldwin Insurance Group Inc. in an all-cash deal valued at $7.7 billion. - SpaceX (SPCX) shares are moving after the Chief Executive Elon Musk said Sunday on social media platform X that he is "highly confident" the company will launch Nvidia's (NVDA) Vera Rubin NLV72 artificial intelligence computers in space next year. - Oracle (ORCL) shares are lower as Chairman Larry Ellison canceled his plan to sell as many as 50 million shares in the tech company, a holding worth $7.5 billion. See omnystudio.com/listener for privacy information.
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September 14 · 4 min
Today's biggest winners and losers in the stock market.
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Micron (M) shares along with other memory stocks like Sandisk, neoclouds Nebius and Coreweave, and chip makers Nvidia, AMD, and Intel are all moving after concerns of an AI development slowdown came to a head this weekend. Potential beneficiaries of the changing AI trade could be the software sector. - Oracle (ORCL) shares are lower as Chairman Larry Ellison canceled his plan to sell as many as 50 million shares in the tech company, a holding worth $7.5 billion. - Rum Group (RUM), formerly known as Rumble, is rallying as much as 28% in premarket trading on Monday after the Information reports that Anthropic has struck a $13.7 billion compute pact with the firm. - Johnson & Johnson (JNJ) shares are moving on news Apollo is in discussions to acquire the Johnson & Johnson orthopedics unit, known as DePuy Synthes. Apollo is in talks to value the unit at close to $20 billion, and an agreement could be reached within several weeks. See omnystudio.com/listener for privacy information.
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September 14 · 3 min
ASML Slumps, IAG Dips, Cerillion Down
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Chipmakers and other artificial intelligence-related firms slide, weighing on US stock futures, as leaders of some of the biggest AI companies called for a slower pace of development of their most advanced and lucrative models. - IAG and other airline stocks are dipping as airfares are poised to stay elevated for longer after oil prices rise, dashing hopes of travelers expecting lower ticket prices over the Christmas holiday period. - Cerillion shares drop as much as 21%, the most on record, after the billings software provider said full-year revenue will be below consensus expectations due to customer order delays. See omnystudio.com/listener for privacy information.
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September 14 · 2 min
GSK Jumps, Astrazeneca Up
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - GSK announced that its Jideytro (zidesamtinib) achieved a 94% objective response rate in TKI-naïve ROS1-positive non-small cell lung cancer patients in the registrational phase I/II ARROS-1 trial, with no placebo comparator. - AstraZeneca’s breast-cancer pill trial failure could cut several billion dollars from the drug’s potential sales, according to analysts. See omnystudio.com/listener for privacy information.
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September 13 · 6 min
Week Ahead: Lennar, Salesforce, and Take-Two
Bloomberg’s Nathan Hager focuses on three stocks for the week ahead. They include: Lennar, Salesforce, and Take-Two. Nathan previews what to expect from these companies in the week ahead with Avalon Pernell, Bloomberg Equities Reporter. See omnystudio.com/listener for privacy information.
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September 11 · 4 min
Weekly Roundup: Skyworks Surges, Lululemon Falls, Cooper Drops
On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners: - Shares of Skyworks (SWKS) surged after CEO Philip Brace updated investors about the status of a key merger. The stock gained 26%, the best five-day session streak since a stretch in February 2009. - Lululemon's (LULU) turnaround won't be a quick or easy fix as the company cedes market share to rivals and suffers deepening sales declines, according to BMO Capital Markets. BMO initiated coverage of the stock with an underperform rating and a $70 price target, assuming a roughly 29% decline from where the shares closed on Friday. Analysts say the company's "irrelevance with the consumer is showing up in the numbers" and that Lululemon will need to cut prices or liquidate merchandise to reinvigorate demand, which will also pressure margins. During trading on Friday, share rose to just under $100 per share at the close in New York. While the average price target of about $100 is near where shares traded at Friday’s close, the stock has slumped 52% this year and is down more than 80% from a December 2023 record. - Cooper (COO) led the decliners in health care and lowered its full-year-outlook. On Thursday, it saw its shares tumble as much as 20%, the most intraday since 2008. See omnystudio.com/listener for privacy information.
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September 11 · 4 min
Closing Bell: HPE Rallies, Dell Gains, Oracle Slips
Today's biggest winners and losers in the stock market, a look at the notable movers: 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, Carol Massar and Tim Stenovec. - HP Enterprise (HPE) shares rallied on Friday, with the company on track for a record close as it extends recent strength. Shares have risen more than 150% this year, supported by strong AI-related demand for its servers. - Dell's (DELL) shares jumped as much as 12%, hitting a record high after RBC Capital Markets started coverage on the company with an outperform rating and $640 price target, with the firm citing strong AI infrastructure demand. - Oracle (ORCL) delivered quarterly cloud computing revenue that exceeded Wall Street’s expectations, though the company’s gross margins narrowed. The company saw its shares rally in extended trading immediately after earnings on Thursday. On Friday, shares were higher early before turning lower. See omnystudio.com/listener for privacy information.
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September 11 · 3 min
Oracle After Earnings, Microsoft Rallies, Adobe Disappoints
On this episode of Stock Movers: - Oracle (ORCL) delivered quarterly cloud computing revenue that exceeded Wall Street’s expectations, though the company’s gross margins narrowed. Sales in the cloud infrastructure business jumped to $7.4 billion, above analysts’ estimates of $7.19 billion on average, and the company added 850 megawatts of data center capacity in the quarter. Oracle reported $28.5 billion in capital expenditures and booked more than $30 billion of additional AI cloud contracts during the quarter, raising its remaining performance obligations to $664 billion. Shares of Oracle surged in trading earlier in the day today, before giving back some of those gains. - Microsoft (MSFT) plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. The company's data center capacity will have more than 38 gigawatts of capacity in 2032, up from about 12 gigawatts now, according to people familiar with the plans. A shortage of computing power has been the company's biggest impediment, prompting some customers to take new business elsewhere and frustrating Microsoft salespeople eager to sell cloud and artificial intelligence services. Shares of Microsoft rallied in trading on Friday. - Adobe (ADBE) gave an outlook for sales that narrowly missed analysts’ estimates when it released earnings on Thursday, adding fuel to concerns that artificial intelligence upstarts are hurting the software maker’s business. Shares of Adobe fell in extended trading after earnings and have been mixed today. See omnystudio.com/listener for privacy information.
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September 11 · 3 min
Oracle Gains; Microsoft Plans Data Center Push; Adobe Forecast Misses Views
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Oracle (ORCL) shares gain after the software company’s results featured better-than-expected cloud revenue amid strong AI demand. - Microsoft (MSFT) plans to more than triple its data center capacity, an effort that could help the company overcome a computing shortage that has forced it to turn away some AI and cloud business. - Adobe (ADBE) gave an outlook for sales that narrowly missed analysts’ estimates, adding fuel to concerns that artificial intelligence upstarts are hurting the software maker’s business. See omnystudio.com/listener for privacy information.
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September 11 · 4 min
Kroger Cuts Sales Forecast; Oracle Gains; Restoration Hardware Beat
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Kroger (KR) is moving as it trimmed its annual sales guidance due to fierce competition for grocery spending. - Oracle (ORCL) shares are higher as the software company’s results featured better-than-expected cloud revenue amid strong AI demand. - Restoration Hardware (RH) shares are on the move after the home furnishing retailer’s quarterly earnings beat amid a weaker housing market and consumer spending environment. See omnystudio.com/listener for privacy information.
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September 11 · 4 min
Oracle Cloud Sales; Adobe Forecast Miss; Microsoft Data Centers
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Oracle (ORCL) shares are solidly in the green this morning after the software company’s results featured better-than-expected cloud revenue amid strong AI demand. - Adobe (ADBE) shares are sinking after it gave an outlook for sales that narrowly missed analysts’ estimates, adding fuel to concerns that artificial intelligence upstarts are hurting the software maker’s business. - Microsoft (MSFT) shares are moving on news it plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. See omnystudio.com/listener for privacy information.
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September 11 · 3 min
Novo Nordisk Drops, Berkeley Falls
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Novo Nordisk shares fall as much as 2% on Tradegate after the obesity drug giant was downgraded at Morgan Stanley. Analysts believe its valuation does not reflect “subdued” mid-term growth prospects. - UK homebuilder Berkeley Group called for urgent stamp duty reforms to help achieve the government’s housing goals and warned that the impact of the ongoing Iran war has been longer than expected. See omnystudio.com/listener for privacy information.
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September 11 · 4 min
Novo Nordisk Drops, Puma Down, Trainline Rises
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Novo Nordisk shares fall as much as 2% on Tradegate after the obesity drug giant was downgraded at Morgan Stanley. Analysts believe its valuation does not reflect “subdued” mid-term growth prospects. - Puma’s Chief Commercial Officer Matthias Baeumer will step down from the management board on Sept. 30, according to a statement. - Trainline shares climb as much as 8.8%, the most since November, after the train ticket retailer reported strong results in its first-half trading update. The group reiterated its revenue forecast for the full year and announced a new buyback worth £100 million. See omnystudio.com/listener for privacy information.
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September 11 · 5 min
SK Hynix Drops, BHP Slides, Enflame Jumps
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - SK Hynix, Samsung shares fall after DeepSeek said it has managed to reduce the amount of high-bandwidth memory, or HBM, required in its AI models. - Asian copper-related stocks including BHP sink, following a slide in the metal on a Reuters report that the White House has yet to decide on refined copper tariffs amid inflation concerns. - Enflame shares surged in their Shanghai debut after the chipmaker backed by Tencent raised about 6.12 billion yuan ($911m) in an initial public offering. See omnystudio.com/listener for privacy information.
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September 10 · 5 min
Oracle Tops Estimates on AI, Apple's First Foldable Phone , Freeport-McMoRan Falls
On this episode of Stock Movers: - Oracle's (ORCL) cloud computing business grew faster than analysts projected, with sales in the cloud infrastructure business jumping 121% to $7.4 billion. The company added 850 megawatts of data center capacity in the quarter and reported $28.5 billion in capital expenditures, mostly on data center equipment. Oracle booked more than $30 billion of additional AI cloud contracts during the quarter, raising its remaining performance obligations, a measure of future revenue. Shares of Oracle gained in extended trading on Thursday. - Apple (AAPL) rallied as analysts and Wall Street traders cheered the company's rollout of the new foldable iPhone, called Duo. The latest addition to the iPhone universe was announced at new CEO John Ternus' first major product reveal on Wednesday. - Freeport-McMoRan (FCX) shares fell in trading today after the White House was said to be assessing refined copper tariffs as it balances worries about higher prices against the potential benefits of encouraging more domestic mining. According to Reuters, a White House official said the administration had not made a final decision on the tariffs and confirmed that the Commerce Department provided an update to Trump by a June 30 deadline. See omnystudio.com/listener for privacy information.
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September 10 · 4 min
Cooper Sinks, Freeport-McMoRan Drops, Oracle Struggles With Debt
On this episode of Stock Movers: - Cooper (COO) shares tumble as much as 20%, most intraday since 2008, after the healthcare supplies maker cut its adjusted earnings-per-share and revenue guidance for the full year. Analysts note weakness in the firm’s CooperVision (CVI) unit weighing on its sales forecast. - Freeport-McMoRan (FCX) shares fall as the White House still needs to decide on copper tariffs. - Oracle (ORCL) shares are struggling due to the company's massive debt load taken on to build out artificial intelligence infrastructure. The company's earnings report will give Wall Street an indication of how much patience investors have left for such heavy AI spending, with a focus on spending plans and cash flow. Oracle's capital expenditures are expected to be nearly $20 billion in the quarter, driving free cash flow to about negative $10 billion, among the lowest readings in the company's history. See omnystudio.com/listener for privacy information.
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September 10 · 3 min
Oracle Drops, Freeport-McMoRan Falls, Baker Hughes Lower After Updated Guidance
On this episode of Stock Movers: - Oracle (ORCL) shares drop. Oracle Corp. shares are struggling due to the company's massive debt load taken on to build out artificial intelligence infrastructure. The company's earnings report will give Wall Street an indication of how much patience investors have left for such heavy AI spending, with a focus on spending plans and cash flow. - Freeport-McMoRan (FCX) shares fall. Copper stocks are falling on Thursday after Reuters reported that the White House has not yet made a decision on refined copper tariffs as it weighs concerns of higher prices raising manufacturing costs against the potential benefits of encouraging more domestic mining, citing two people familiar with the matter. - Baker Hughes (BKR) shares are down post-earnings. According to Bloomberg Intelligence: Baker Hughes' updated 2026 guidance, which includes newly acquired Chart Industries, reflects initial softness for the business, as the implied 17.1% Ebitda margin for the unit is below its stand-alone 2025 margin of 23.8%. See omnystudio.com/listener for privacy information.
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September 10 · 2 min
Cooper Tumbles, Macy's Sinks, American Eagle Drops as AE Brand Markdowns Weigh
On this episode of Stock Movers: - Cooper (COO) shares tumble 14% postmarket after the healthcare supplies maker cut its adjusted earnings per share and revenue guidance for the full year. The firm’s fourth-quarter profit and revenue forecasts also fell short of Wall Street’s expectations. - Macy's (M) shares sink. The company’s third quarter guidance left investors unimpressed, overshadowing a strong quarterly performance and increase in outlook. The company’s bottom end of comparable sales and sales guidance is below analysts estimates but the top line is ahead. Macy’s adjusted diluted earnings per share guidance is also below estimates. - American Eagle (AEO) shares drop. The apparel firm’s second-quarter total comparable sales fell short of the average analyst estimate. Analysts note that strength at its aerie brand was more than offset by weakness at AE. See omnystudio.com/listener for privacy information.
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September 10 · 4 min
Macy's and American Eagle Drop; JetBlue Dips
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Macy's (M) shares are lower, erasing an earlier advance, as investors weigh much better-than-expected comparable sales and adjusted EPS in the second quarter against a less robust third-quarter guidance. The full magnitude of the 2Q beat is not reflected in the annual guidance boost. - American Eagle (AEO) is falling after the apparel firm’s second-quarter total comparable sales fell short of the average analyst estimate. - JetBlue (JBLU) shares are falling after the airline slashed its available seat miles forecast for the third quarter. See omnystudio.com/listener for privacy information.
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