Stock Movers

On this episode of Stock Movers: - Mattel (MAT), Nike are among the consumer stocks falling after the US Supreme Court did not issue an opinion on the legality of IEEPA tariffs. The court could issue more opinions in the next two weeks as the justices have return from their holiday recess. -General Motors (GM) shares drop after news the automaker will take another $6 billion in charges tied to pro...

On this episode of Stock Movers: - Vistra (VST) shares surge after the company disclosed a 20-year power purchase agreement with Meta Platforms, Inc. The deal involves supplying over 2,600 MW of zero-carbon power from three nuclear plants to support Meta's regional operations. - General Motors (GM) shares drop after news the automaker will take another $6 billion in charges tied to production cutb...

On this episode of Stock Movers: - Oklo (OKLO) shares rise and Vistra (VST) rallies as Meta Platforms agreed to a series of electricity deals for its data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. -Shares in LoanDepot (LDI), Rocket Cos (RKT) and Opendoor Technologies (OPEN) jumped in premarket trading Friday after President Donald Trump said on his s...

On this episode of Stock Movers: - Shares in Oklo (OKLO) and Vistra (VST) rally as Meta Platforms (META) agreed to a series of electricity deals for its data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. - Revolution Medicines (RVMD) shares jump after the Financial Times reported that Merck is in talks to buy the cancer drugmaker. The report comes days a...

On this episode of Stock Movers: - Rio Tinto is in talks to buy Glencore to create the world’s biggest mining company with a combined market value of more than $200 billion, a little over a year after earlier talks between the two collapsed. - BNP Paribas shares rose as much as 3.9% after J.P. Morgan raised the French lender’s stock to overweight from neutral, citing the prospect of im...

On this episode of Stock Movers: - Rio Tinto is in talks to buy Glencore to create the world’s biggest mining company with a combined market value of more than $200 billion, a little over a year after earlier talks between the two collapsed. - ASML shares are rising after Taiwan Semiconductor Manufacturing Co.’s revenue topped estimates, reinforcing hopes of sustained global AI spendin...

On this episode of Stock Movers: - It's been a pretty tumultuous week for Lockheed (LMT), but its shares are up today after Trump said on Truth Social that he wants to raise the US defense budget to $1.5 trillion, which is almost one and half times this year's budget. Other defense companies are also seeing a similar trajectory -- just yesterday, their stocks tumbled when Trump said he wanted to s...

On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. - Shares of defense companies like Lockheed Martin (LMT), General Dynamics (GD) and Northrop (NOC) all rose in trading today on news from the White House that Pres...

On this episode of Stock Movers: Coinbase Global Inc. shares (COIN) rise 0.5% after it was raised to buy from neutral at BofA Global Research on growth from new products and a lower valuation. Nike shares (NKE) fall 1% ahead of the bell as Needham analyst Tom Nikic downgrades the athletic footwear maker to hold from buy given his view that a turnaround is taking longer than expected. Soho House (S...

On this episode of Stock Movers: - Coinbase Global Inc. shares (COIN) rise after it was raised to buy from neutral at BofA Global Research on growth from new products and a lower valuation. - Nike shares (NKE) fall 1% as Needham analyst Tom Nikic downgrades the athletic footwear maker to hold from buy given his view that a turnaround is taking longer than expected. - Soho House (SHCO) declines aft...

On this episode of Stock Movers: - Kratos (KTOS) shares rise. US defense stocks rally after President Donald Trump said he wants to increase the country’s military budget by about 50% to $1.5 trillion in 2027. - Constellation Brands (STZ) shares surge, the most intraday since November 2020, after the maker of Modelo Especial and Corona reported comparable EPS and net sales for the third quar...

On this episode of Stock Movers: - US defense stocks rally premarket after President Trump said he wants to increase the country’s military budget by about 50% to $1.5 trillion in 2027. The President also issued an executive order aimed at limiting executive compensation and stopping buybacks and dividends for companies unless they invest in speeding weapons development. Bernstein says quest...

On this episode of Stock Movers: - US defense stocks advance in premarket trading on Thursday after President Donald Trump said he wants to increase the country’s military budget by about 50% to $1.5 trillion in 2027. - China plans to approve some imports of Nvidia's (NVDA) H200 chips as soon as this quarter, according to people familiar with the situation, giving the company renewed access...

On this episode of Stock Movers: - BAE Systems rises as much as 6.9%, leading a broad rally in defense shares after President Donald Trump said on Wednesday he will request an increase in the US military budget. - Adecco shares fall 7.1% after Jefferies downgrade - Associated British Foods shares drop as much as 12% to a nine-month low after the group warned its profit will be lower...

On this episode of Stock Movers: - Jefferies Financial Group Inc. posted a drop in quarterly profit due to a $30 million pre-tax loss tied to the collapse of auto-parts supplier First Brands Group. Net earnings for the fiscal fourth quarter declined 7.2% from a year earlier to $191 million, despite a comeback in dealmaking and trading activity. - AbbVie Inc. said it’s not in talks to acquire...

On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. - Intel (INTC) shares climb as much as 11% on Wednesday, to hit its highest level since April 2024, as the chipmaker extends gains for a second quarter. The stock,...

On this episode of Stock Movers: - Shares in Michael Saylor’s Strategy Inc. climbed as much as 6.1% on Wednesday after MSCI decided for now to keep digital asset treasury companies in its stock market indexes. - Shares of Blackstone (BX) and other housing-related companies fell after President Donald Trump said he would move to ban institutional investors from buying single-family homes. Tru...

On this episode of Stock Movers: - Gold Miners ETF (GDX) shares drop. Gold stocks are down as as traders looked beyond heightened geopolitical tensions to US economic data releases due this week. Platinum slid amid a retreat in precious metals. - First Solar (FSLR) shares fall after Jefferies cut its recommendation to hold from buy on concerns over tariffs and its valuation. Analyst Julien Dumouli...

On this episode of Stock Movers: - Valero Energy (VLO) shares rise after news that the company is expecting to increase gasoline imports to the San Francisco Bay Area, as the company moves forward with plans to close a refinery in the region but stops short of fully exiting Northern California for now. - Newmont (NEM) shares drop after the world’s top gold producer cut first-quarter output e...

On this episode of Stock Movers: - Ventyx (VTYX) shares rose after reports that Eli Lilly is in advanced talks to acquire the biosciences company for more than $1 billion to expand its work in immunology, according to a report in the Wall Street Journal. - Mobileye Global (MBLY) is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million, as the self-driving car sy...

On this episode of Stock Movers: - Nickel touched a fresh 19-month high in choppy trading as traders weighed rising inventories against mounting production risks that have fueled a breakneck rally in prices. Copper will rally to $14,000 a ton within the coming three months amid bullish momentum, but could peak this month unless fresh catalysts emerge, according to Citigroup. Rare ea...

On this episode of Stock Movers: - European oil stocks fall with crude prices after President Donald Trump said Venezuela would relinquish as much as 50 million barrels of oil to the US, worth about $2.8 billion at market prices. BP fell as much as 2.4% at the open. - Bernstein moves to outperform on Atlas Copco on expectations that earnings have bottomed and that it can upside-surprise in a recov...

On this episode of Stock Movers: - European oil stocks fall with crude prices after President Donald Trump said Venezuela would relinquish as much as 50 million barrels of oil to the US, worth about $2.8 billion at market prices. BP fell as much as 2.4% at the open. - Morgan Stanley double-upgrades Lufthansa and names the German airline among its top five transport stocks to own for 2026, while Ea...

On this episode of Stock Movers: - Eli Lilly (LLY) is in advanced talks to acquire Ventyx Biosciences (VTYX) for more than $1 billion to expand its work in immunology, according to a report in the Wall Street Journal. Ventyx shares rose 60% at 4:38 p.m. in US postmarket trading to $16.13. At that price, the San Diego-based biotech that specializes in drugs for inflammatory diseases like Crohn&rsqu...

On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. - Shares of data storage companies, Sandisk (SNDK), Western Digital (WDC), Micron Technologies (MU) and Seagate (STX) soared on Tuesday after Nvidia Corp. Chief Ex...