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Stock Movers

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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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October 23 · 4 min
Bloom Energy Slips, GM Slumps, Palo Alto Rises
Today's biggest gainers and decliners in the stock market. On this episode of Stock Movers: Bloom Energy (BE) shares are down after the fuel cell company reported results. Oppenheimer noted that the company had negative cash flow from operations, and Citi said the stock was “crowded” before the print. Shares declined as much as 11% as of 3pm in New York. GM (GM) shares are set to record their worst week in more than three years, leading a wider selloff in automotive stocks on Friday. Yet, bullish Wall Street analysts are doubling down on the carmaker. Analysts at BNP Paribas, Evercore ISI, and RBC Capital Markets say to buy the dip in GM after Tuesday’s earnings. BNP’s James Picariello reiterated his buy-equivalent rating, citing the company’s “severely discounted valuation” and unparalleled execution. Palo Alto (PANW) shares rose as much as 6.8%, leading a broader gain in cybersecurity stocks after a top executive at Anthropic warned that mass cybersecurity disruptions are about to “get a lost worse before they get better.” See omnystudio.com/listener for privacy information.
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October 23 · 2 min
Deckers Outdoor Slides, T-Mobile Falls, and Moderna Drops
On this episode of Stock Movers: - Deckers Outdoor (DECK) shares shares slide as much as 8.4%, the most intraday in about a year, after the owner of the UGG and Hoka brands cut its full-year net sales guidance to below consensus. Analysts note that US consumer demand remains challenging. - T-Mobile (TMUS) shares fall. Tower companies gain and wireless carriers slide after SpaceX was said to be targeting 80,000 or more US cell sites, with talks underway with at least one infrastructure owner. - Moderna (MRNA) shares drop. Moderna Inc. and Merck & Co. shares plummeted after data on the companies' personalized melanoma vaccine wasn't enough to prove to investors that a new era of cancer treatments has arrived. The vaccine, given with Merck's Keytruda, slashed the risk of cancer recurrence by 42% and reduced the chances of distant spread by 38% in a trial of over 1,100 patients. See omnystudio.com/listener for privacy information.
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October 23 · 4 min
American Express Drops, Crown Castle Jumps, Deckers Outdoor Tumbles as Sales Outlook Trim Spurs Downgrade
On this episode of Stock Movers: - American Express (Amex) shares drop. American Express Co. is cutting 5% of its headcount globally as Chief Executive Officer Steve Squeri seeks to keep a lid on the company’s rising costs. The company has been facing consistent pressure to keep and retain its premium card members, and has been refreshing certain cards and adding new perks to do so, which has boosted costs. Amex posted third-quarter earnings that beat estimates, but billed business came in shy of the average estimate, and the company is also facing a $350 million fine due to anti-money-laundering violations. - Crown Castle (CCI) shares jump. SpaceX is working to secure access to cell towers and has been looking for access to 80,000 cell sites in the U.S. The company's moves are upending wireless stocks. - Deckers Outdoor (DECK) shares shares slide as much as 8.4%, the most intraday in about a year, after the owner of the UGG and Hoka brands cut its full-year net sales guidance to below consensus. Analysts note that US consumer demand remains challenging. See omnystudio.com/listener for privacy information.
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October 23 · 3 min
Decker Outdoor Tumbles on Guidance; Amex to Cut Workforce
On this episode of Stock Movers: - Decker Outdoor (DECK) is tumbling after the footwear company cut its net sales guidance for the full year, which also fell short of the consensus estimate. While the 2027 earnings per share forecast was raised, the company noted the outlook includes a one-time benefit from tariff refunds. - Kering (KER) shares are slumping after the French luxury-goods company saw further deceleration of third-quarter revenue growth at its key Gucci unit, slower growth in North America as well as persistent weakness in China. - American Express (AXP) shares are moving on news that the company is planning to cut 5% of its global headcount. Chief Executive Officer Steve Squeri told Bloomberg TV that the company has 78,000 employees, meaning the move will affect about 3,500 jobs. - Moderna (MRNA) plummeted after data on the companies’ widely anticipated melanoma vaccine wasn’t enough to prove to investors that a new era of cancer treatments has arrived. While the results clearly showed the vaccine worked, they weren’t spectacular enough to generate confidence. See omnystudio.com/listener for privacy information.
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October 23 · 4 min
SpaceX Gains on Cell Site Talks, Citi Wins China Approval, SK Hynix Scraps Solidigm IPO
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Shares of SpaceX (SPCX) moved higher ahead of Friday open on Wall Street as the company aims to 80,000 cell sites across the US. Sources tell Bloomberg that SpaceX is in talks with at least one major tower operator. The new infrastructure would complement existing Starlink satellites and recently acquired wireless spectrum. - Shares of Citigroup (C) were little changed in the early session after the bank received approval to launch a wholly-owned securities business in China, ending a nearly five-year journey marked by regulatory friction in both Washington and Beijing. The green light, confirmed by the lender and announced by China’s regulator, came just weeks after Xi Jinping and Donald Trump met in Washington. - US-listed shares of SK Hynix (SKHY) rallied in premarket trading after the semiconductor company scrapped plans for a potential $10 billion US listing of its Solidigm unit. The move came after facing strong opposition from regulators and shareholders, making SK Hynix the latest firm to pull an IPO while growing investor unease over the artificial intelligence boom rocks markets. See omnystudio.com/listener for privacy information.
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October 23 · 4 min
Volvo Car Plummets, Eni Rises, Intrum Down
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Volvo Car plunged by about 30% to a record low after the Swedish automaker’s chief executive officer said the market for Western-developed cars in China is disappearing fast, prompting it to cut 2,500 more jobs. - Eni shares rise as much as 3.9% to the highest since 2008 as the energy firm boosted its Enilive pro forma adjusted Ebitda forecast for the full year and said it will return more cash to shareholder - Shares in Intrum fell to a record low after the Swedish debt collector warned of lower external servicing income this year and said its German business will need a “full restart.” See omnystudio.com/listener for privacy information.
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October 23 · 3 min
Kering Slides, L'Oreal Gains, Volvo Car Plunges
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Kering SA shares plunged after Gucci sales fell more than expected in the third quarter, as weakness in China set back a years-long turnaround effort. - L’Oreal gains as much as 5.8% to the highest since June 2024, after the beauty company reported adjusted like-for-like revenue for the third quarter that beat the average analyst estimate. - Volvo Car AB’s chief executive officer said the market for Western-developed cars in China is disappearing fast, prompting the Swedish automaker to increase job cuts to some 6% of its work force. See omnystudio.com/listener for privacy information.
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October 23 · 4 min
Disco Corp Drops, Minimax Soars, Japan Tobacco Gains
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Disco Corp and Resonac lead Japan lower after both Lam Research and Disco flagged capacity across the semiconductor supply chain as an issue. - China is finally bouncing as the government allows LLM exports from DeepSeek and Minimax, and Chinese cars dominate EU sales. - Holding the fort are cheap Japanese defensive plays such as Japan Tobacco and Fast Retailing. See omnystudio.com/listener for privacy information.
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October 22 · 5 min
Bloom Energy Boosts Revenue, Omnicom and Western Digital Beat Estimates
Today's biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers: - Bloom Energy (BE) boosted its revenue guidance for the full year; the guidance beat the average analyst estimate. Shares fell in post-market trading. - Omnicom (OMC) reported adjusted earnings per share for the third quarter that beat the average analyst estimate. Coca-Cola has selected the company as its media partner in North America, while retaining WPP Open X as its global media partner outside of North America, Japan and South Korea, following a global marketing operating system review. - Western Digital (WDC) forecast better-than-expected earnings and hiked its dividend, underscoring strong demand for data storage fueled by the artificial intelligence boom. The hard-drive maker expects adjusted earnings per share of as much as $6 in its fiscal second quarter, well ahead of analyst expectations of $4.80, according to a statement Thursday. It also raised its dividend by 17%. Shares rose 2% in extended trading initially, before turning negative. See omnystudio.com/listener for privacy information.
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October 22 · 6 min
Closing Bell: Western Digital, Deckers Outdoors and Bloom Energy Report Earnings
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 Tim Stenovec. - Western Digital (WDC) forecast better-than-expected earnings and hiked its dividend, underscoring strong demand for data storage fueled by the artificial intelligence boom. The hard-drive maker expects adjusted earnings per share of as much as $6 in its fiscal second quarter, well ahead of analyst expectations of $4.80, according to a statement Thursday. It also raised its dividend by 17%. Shares rose 2% in extended trading, although the stock was volatile and briefly went negative. - Deckers Outdoor (DECK) shares are down 8.1% in extended trading after the footwear company cut its net sales guidance for the full year, which also fell short of the consensus estimate. While the 2027 earnings per share forecast was raised, the company noted the outlook includes a one-time benefit from tariff refunds. - Bloom Energy (BE) boosted its revenue guidance for the full year; the guidance beat the average analyst estimate. See omnystudio.com/listener for privacy information.
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October 22 · 3 min
Tesla's Lower Capex Plan, Meta's Credit Risk, American Airlines Rises
Today's biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers: - Tesla (TSLA) shares pare losses after falling as much as 3.3% Thursday as traders weigh its lower spending outlook against a profit beat and potential merger with SpaceX. BNP Paribas analyst James Picariello boosted his rating on the electric-vehicle maker to neutral from sell as the possible takeover outweighs valuation concerns. The company had been consistently short of the pace needed to hit its spending goal, particularly after a $4.73 billion outlay in the third quarter, with analysts having expected $7.95 billion on average. Tesla beat analysts’ profit estimates and touted rising customer demand for its automated-driving software, with adjusted earnings of 48 cents a share in the period, while Wall Street had anticipated 44 cents on average. - A measure of Meta Platforms (META) credit risk hit a record high as plans to ramp up capital spending reignited fears that tech giants will issue more debt for the artificial intelligence buildout. The price of five-year credit default swaps on Meta's debt rose to around 119.3 basis points a year, the highest intraday level since the swaps started actively trading about a year ago. Meta said it has agreed to spend about $825 billion in the future on various leases and contracts, many of them related to computing power and infrastructure for artificial intelligence. Meta shares are lower. - American Air (AAL) shares rise as the company’s broad-based third-quarter beat and guidance for better-than-expected revenue growth in the fourth quarter offset concerns about elevated fuel costs and capacity growth. American expects fuel expenses to be about $2.8 billion higher in the fourth quarter compared to a year earlier. American Air shares initially declined before turning positive in the afternoon. See omnystudio.com/listener for privacy information.
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October 22 · 3 min
Tractor Supply Mixed, Lockheed Martin Rises, P&G Gains as Price Plan Spurs Sales
On this episode of Stock Movers: -Tractor Supply (TSCO) shares are mixed. Tractor Supply Co.'s same-store sales grew in the third quarter, with comparable sales rising 0.4% from a year earlier. The company's actions around value, pet, digital and convenience gained traction in the quarter, according to Chief Executive Officer Hal Lawton. Tractor Supply reported a gross margin of 36.4%, down from 37.4% a year ago, and reaffirmed its full-year guidance, with comparable sales growth seen unchanged or declining 1%. -Lockheed Martin (LMT) shares rise. Lockheed Martin Corp. lifted its full-year outlook as the company’s missile systems portfolio was buoyed by rising global defense spending. The company now expects adjusted 2026 earnings of $30.35 to $30.75 per share, up from a range of $29.95 to $30.65. The US Defense Department plans to buy at least 850 additional F-35 fighter jets, and Lockheed was awarded contracts to increase production of its Patriot missile and THAAD interceptor. -Procter & Gamble (P&G) gains as sales and profits beat Wall Street expectations, driven mostly by improved sales volumes. Organic revenue rose 4% in the first quarter, the fastest growth in three years, suggesting P&G's limited price hike strategy is still drawing more consumers. P&G maintained its full year sale and profit targets, but expects more volatility in the quarters ahead due to high fuel and energy costs and elevated input expenses. See omnystudio.com/listener for privacy information.
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October 22 · 4 min
Meta Falls, Tesla Drops, Lam Research Down as Forecast Underwhelms
On this episode of Stock Movers: -Meta Platforms Inc (META) shares fell after Chief Executive Officer Mark Zuckerberg told investors the company would bet even more aggressively on artificial intelligence. The company boosted its capital spending plans for the year and announced a new class of nonvoting stock that could be used to help pay for acquisitions and other expenses. Meta's capital expenditures will be $135 billion to $145 billion in 2026, and its future spending commitments rose to $825 billion, including leases, computing deals and energy agreements. -Tesla (TSLA) shares drop. The electric-car maker cut its spending plans following capital investment that trailed expectations last quarter. Analysts note that they are incrementally positive on growing full-self driving adoption. Capital expenditures will be around $20 billion this year, the company said Wednesday after reporting earnings results. -Lam Research (LRCX) shares drop after the semiconductor capital equipment company gave a forecast for adjusted second-quarter earnings that was slightly weaker than expected at the midpoint of the range. See omnystudio.com/listener for privacy information.
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October 22 · 4 min
Procter & Gamble Gains, Spotify Rallies, Lam Research Falls
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Shares of Procter & Gamble (PG) moved higher ahead of the US market open after the company's sales and profits beat Wall Street expectations. Organic revenue rose 4% in the first quarter, which ended in September, according to a statement Thursday, the fastest growth in three years. That beat analysts’ estimates for 2% and was driven mostly by improved sales volumes, suggesting P&G’s limited price hikes have been successfully drawing more consumers amid persistent inflation. - Shares of Spotify (SPOT) rallied ahead of the opening bell after the audio-streaming company’s results and forecast spoke to improving margin trends. Spotify reported that the service’s paying subscribers increased 2% to hit 306 million in the third quarter, slightly topping Wall Street estimates of 305.1 million. The music streaming giant also said Thursday that monthly active users during the same period grew 1% over the prior quarter to reach 788 million, in line with analysts’ projections. - Shares of Lam Research (LRCX) fell in premarket trading after the semiconductor capital equipment company gave a forecast for adjusted second-quarter earnings that is slightly weaker than expected at the midpoint of the range. Lam Research’s guidance weighed on the broader chip-equipment complex, overshadowing an earnings beat from Texas Instruments Inc. See omnystudio.com/listener for privacy information.
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October 22 · 4 min
Tesla Falls on Lower Capex, Meta Slips, Lockheed Raises Outlook
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Shares of Tesla (TSLA) fell in premarket trading Thursday after the electric-car maker cut its spending plans following capital investment that trailed expectations last quarter, clouding Elon Musk’s effort to transform the electric vehicle maker into an AI and robotics company. Analysts note that they are incrementally positive on the growing adoption of full-self driving, while Musk confirmed that Tesla and SpaceX are working towards a merger. - Shares of Meta Platforms (META) slipped ahead of the US market open after CEO Mark Zuckerberg told investors that a pricey wager on artificial intelligence is delivering results, setting the stage for the company to bet even more aggressively on the market. During its quarterly earnings report Wednesday, the social-media giant boosted its capital spending plans for the year and announced a new class of nonvoting stock that could ultimately be used to help pay for acquisitions and other expenses. - Shares of Lockheed Martin (LMT) ticked higher ahead of the opening bell after the company lifted its full-year outlook as its missile systems portfolio was buoyed by rising global defense spending. The company now expects adjusted 2026 earnings of $30.35 to $30.75 per share, up from a range of $29.95 to $30.65. Even the lower end of the new guidance exceeds the average analyst estimates compiled by Bloomberg. The results are yet another example of how US defense firms are benefiting from heightened geopolitical tensions. See omnystudio.com/listener for privacy information.
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October 22 · 4 min
Hermes Sinks, Barclays 3Q, Verisure Surges
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Hermès reported no sales growth in the region that includes China last quarter, a sign the Birkin bag maker isn’t immune to the spending curbs affecting Chinese shoppers. - Goldman Sachs trims earnings estimates for Barclays following the UK bank’s third-quarter results, with the broker expecting near-term pressure on 2026 profit to be the immediate focus. - Verisure shares rise as much as 17% in Stockholm after the Financial Times reported that CVC is exploring a bid to take the security group private. See omnystudio.com/listener for privacy information.
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October 22 · 4 min
Resonac Dips, Alibaba Falls, East Japan Railway Up
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Tesla's earnings were badly received in Asia with investors concerned about the CapEx cut alongside reporting that growth in memory and computing is slowing. - Traders also are cutting Chinese Internet names on further regulation from the government as the markets get ready for the DeepSeek IPO. - Investors are running for cover in safe names like railways, telecommunications, and pharmaceuticals. See omnystudio.com/listener for privacy information.
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October 21 · 4 min
Earnings Roundup: Meta Boosts Bet on AI, Tesla Beats Estimates, IBM Posts Sales Growth
Today's biggest gainers and decliners in the stock market. On this episode of Stock Movers: Meta (META) boosted its capital spending outlook and announced plans for a new class of nonvoting stock, escalating its already-stratospheric bet on artificial intelligence. Meta shares rose more than 6% in after-hours trading on Wednesday. They had gained about 6% this year through the close in New York. Tesla (TSLA)’s third-quarter profit beat estimates, potentially assuaging concerns about the electric vehicle maker’s increased investment into new areas such as robots and artificial intelligence. The results give Tesla some breathing room as it chases Chief Executive Officer Elon Musk’s futuristic vision of self-driving cars and humanoid robots. Shares initially rose in postmarket trading. IBM (IBM) reported sales that topped analysts’ estimates, saying it had recovered most of the infrastructure deals that were delayed earlier this year. The shares gained about 5% in extended trading after closing at $251.46 in New York. The stock declined 15% this year through Wednesday’s close. See omnystudio.com/listener for privacy information.
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October 21 · 5 min
SpaceX Rallies After Earnings, Netflix Slides, Super Micro Jumps
Today's biggest gainers and decliners in the stock market. On this episode of Stock Movers: SpaceX (SPCX) shares rallied the most intraday since Aug. 7, after Elon Musk’s satellite, rocket and artificial intelligence conglomerate reported third-quarter revenue that was better than the average analyst estimate. The beat was driven by substantial growth in its artificial intelligence and satellite internet businesses. Netflix (NFLX) reported its slowest sales jump in three years and forecast a fourth consecutive quarter of slowing growth, a projection that amplifies concerns about the performance of the world’s leading online TV network. The shares slid on Wednesday in New York. The stock is down 30% this year, compared with a 13% gain in the S&P 500. Super Micro (SMCI) jumped after the company reported preliminary quarterly results that topped analysts’ estimates. The server maker said sales will be $18.5 billion to $19.5 billion in the quarter that ended Sept. 30. Analysts, on average, estimated $15 billion, according to data compiled by Bloomberg. Gross margins will be in the range of 12% to 12.5%, Super Micro said Tuesday in a statement. See omnystudio.com/listener for privacy information.
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October 21 · 2 min
Super Micro Computer Jumps, SpaceX Rises, Abbot Laboratories Drops on Spin Off Plans
On this episode of Stock Movers: - Super Micro Computer (SMCI) jumped after the company reported preliminary quarterly results that topped analysts’ estimates. The server maker said sales will be $18.5 billion to $19.5 billion in the quarter that ended Sept. 30. Analysts, on average, estimated $15 billion, according to data compiled by Bloomberg. - SpaceX (SPCX) shares gain. Elon Musk endorsed the prospect of combining SpaceX with Tesla Inc, uniting assets from electric cars to AI data centers to rocket and satellite capabilities. Musk said the boards of both companies had formed special committees to consider the idea of a combination, but cautioned that getting enough support from Tesla shareholders may be tricky. - Abbot Laboratories (ABT) shares drop. Abbott plans to spin off its nutrition unit into a separate publicly traded company through a tax-free distribution to shareholders. The new company will have annual sales of about $8.5 billion from its key brands, including Pedialyte and Ensure, and will be led by Daniel Salvadori as chief executive officer. The separation is expected to be completed by the end of 2027 and will allow the new company to adapt to changes in the nutrition industry "faster and more efficiently and effectively as an independent company". See omnystudio.com/listener for privacy information.
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