Stock Movers

On this episode of Stock Movers: - Ulta Beauty (ULTA) shares leap as much as 16% on Friday, the most intraday since November 2020, after the cosmetics retailer boosted its earnings per share forecast for the full year. Analysts flag strong execution at the company, with Citi noting that competitive pressures from new points of distribution, like Sephora, is abating. - Cooper Cos (COO) shares slump...

On this episode of Stock Movers: - Dell Technologies (DELL) is higher this morning after reporting a profit outlook for the year that beat analysts' estimates. The company reported a significant increase in orders for servers to run AI networks, with $12.1 billion in AI orders in the quarter ended May 2, surpassing the entirety of shipments in all of FY25. Dell expects profitability to improve in...

On this episode of Stock Movers:  - Dell Technologies (DELL) is higher this morning after reporting a profit outlook for the year that beat analysts' estimates. The company reported a significant increase in orders for servers to run AI networks, with $12.1 billion in AI orders in the quarter ended May 2, surpassing the entirety of shipments in all of FY25. Dell expects profitability to impro...

On this episode of Stock Movers:   - Sanofi shares fall following mixed results of its experimental drug for a deadly lung condition.   - M&G's shares gain as much as 8.6% to reach the highest since June 2021, after Dai-ichi Life Holdings said it will acquire a 15% stake in the UK life insurer.  - Asian clothing-related stocks slip, amid broad market weakness, after Gap reported...

On this episode of Stock Movers: - Costco Wholesale Corp. (COST) posted better-than-expected earnings in the third quarter, a sign that the nation’s largest club chain is flexing its scale and devoted following to navigate tariffs and other forces of economic turbulence. The retailer said it generated earnings per share of $4.28 for the quarter ended May 11, above what Wall Street analysts w...

On this episode of Stock Movers: - Best Buy (BBY) reduced its sales and profit outlook in response to US tariffs, sending shares lower. But in a sign of the trade war’s volatility, that forecast might soon be outdated after a US court on Wednesday struck down many of President Donald Trump’s levies. For what it’s worth, the company said comparable sales for the year will gain as...

On this episode of Stock Movers: -Tesla (TSLA) shares rise as the company begins its long-awaited robotaxi service in Austin on June 12th, sources tell Bloomberg. The date was discussed internally and could still change. The company this week operated a test vehicle on public roads in Austin with no one in the driver’s seat for the first time, according to the person. United Airlines (UAL) s...

On this episode of Stock Movers: - JetBlue (JBLU) shares rise after the airline agreed to a partnership with United Airlines that will allow travelers to use loyalty points and book flights across both carriers. The partnership, called the Blue Sky alliance, will give United access to JetBlue's JFK flight slots for up to seven daily round trips starting in 2027. - Elf Beauty (ELF) shares surge aft...

On this episode of Stock Movers: - Nvidia (NVDA) shares are higher this morning after a positive earnings report showing it expects revenue of about $45 billion in the second fiscal quarter, despite new export restrictions costing about $8 billion in Chinese revenue. Nvidia is ramping up production of its latest semiconductor design, Blackwell, and is offering its chips as part of whole computer s...

On this episode of Stock Movers:  - Nvidia (NVDA) shares are higher this morning after a positive earnings report showing it expects revenue of about $45 billion in the second fiscal quarter, despite new export restrictions costing about $8 billion in Chinese revenue. Nvidia is ramping up production of its latest semiconductor design, Blackwell, and is offering its chips as part of whole comp...

On this episode of Stock Movers:   -  Adidas and Puma shares rallied as a US court blocked many of President Trump's tariffs on imports from dozens of countries. The stocks had slumped in April on concern over tariffs on clothing items imported from Asia. - Luxury stocks including LVMH gained on hopes that the court ruling on tariffs would benefit demand for high-end goods. That was...

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, Alix Steel, Scarlet Fu, Carol Massar and Tim Stenovec. Air taxi maker Joby (JOBY) shares were up today on the news that Toyota invested $250 million in the company. The investment, originally expected to...

On this episode of Stock Movers: - Abercrombie & Fitch (ANF) shares jumped after the retailer upped its full-year outlook, suggesting confidence in its ability to navigate the changing tariff landscape. The fashion retailer now sees full year net sales growth of 3% to 6% up from its estimate of 3% to 5% in March. This included approximately $50 million of tariff expenses.  - GameStop (GME...

On this episode of Stock Movers: - Fair Isaac Corp. (FICO) shares snap five days of losses, after Baird raised the recommendation on the credit analytics firm to outperform from neutral, saying the recent regulatory risk driven pullback returns shares to valuation that can “enable good multi-year upside.” - Abercrombie & Fitch (ANF) shares surge after the retailer raised its full-y...

On this episode of Stock Movers: - Macy's (M) shares rise after the company posted better-than-expected quarterly results, with comparable-store sales falling less than analysts had anticipated and revenue of $4.6 billion surpassing the average estimate. The company maintained its sales outlook for the current year, despite new tariffs and moderation in consumer discretionary spending, and anticip...

On this episode of Stock Movers: Macy’s (M) posted better-than-expected quarterly results — a sign the department-store operator’s strategy of focusing on its best-performing locations is starting to pay off despite weakening consumer sentiment and tariff volatility. Comparable-store sales in the fiscal quarter ended May 3 fell less than analysts had anticipated, the company repo...

On this episode of Stock Movers:  - Macy's (M) posted better-than-expected quarterly results — a sign the department-store operator’s strategy of focusing on its best-performing locations is starting to pay off despite weakening consumer sentiment and tariff volatility. Comparable-store sales in the fiscal quarter ended May 3 fell less than analysts had anticipated, the company re...

On this episode of Stock Movers: - Stellantis appointed its Americas head Antonio Filosa as chief executive officer, relying on an experienced company insider to turn around the automaker after former boss Carlos Tavares was forced out over slumping sales and profit. - Soitec shares plunge as much as 26% after the company withdrew its guidance for 2026 and its medium-term revenue and Ebitda margin...

On this episode of Stock Movers: - OKTA: Okta shares fell in postmarket trading after the cybersecurity company’s second-quarter forecast for current remaining performance obligation fell short of the average analyst estimate. Okta's muted growth view of 10-11% for current remaining performance obligations in fiscal 2Q26 implies a sharp deceleration from its 1Q results and could be due to a...

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Carol Massar and Tim Stenovec. On this episode of Stock Movers: -- US Steel (X) is coming off its surge on Friday after President Trump said the US would have control over the company as part of its partnership with Nippon Steel. U...

On this episode of Stock Movers: PDD: Shares of Temu owner PDD Holdings Inc. plunged in US trading after its quarterly sales and profit missed estimates, underscoring how trade tensions between Beijing and Washington are taking a toll on its business. Revenue for the March quarter was 95.7 billion yuan ($13.3 billion), falling short of the average analyst estimate of 101.6 billion yuan. Net income...

On this episode of Stock Movers: - AMD shares rise after HSBC upgraded the chipmaker to hold from reduce. Analyst Frank Lee cites “the recent re-rating on the back of the Saudi AI deal, as well as tariff de-escalation.” Earlier this month, it struck a deal with Sanmina, which will buy AMD's AI server assembly plants that deal is worth as much as $3 billion. - Apple rebounds after a len...

On this episode of Stock Movers: - Salesforce shares fall after the company agreed to acquire Informatica for about $8 billion. It’s one of Salesforce’s biggest acquisitions and adds to over $800 billion of North American deals so far in 2025, more than a 23% increase from a year ago. - Southwest Airlines shares rise after the airline said it will charge $35 for an initial checked bag...

On this episode of Stock Movers: - Salesforce (CRM) shares are higher this morning despite moving to acquire daata-management software firm Informatica (INFA), which is also rallying on the WSJ report. Sources tell the Journal that Salesforce is expected to pay $25 per share for Informatica, and beat out multiple other strategic and private-equity suitors. - Trump Media & Technology Group (DJT...

On this episode of Stock Movers: - Salesforce (CRM) shares are higher this morning despite moving to acquire data-management software firm Informatica (INFA), which is also rallying on the WSJ report. Sources tell the Journal that Salesforce is expected to pay $25 per share for Informatica, and beat out multiple other strategic and private-equity suitors. - Trump Media & Technology Group (DJT)...