Stock Movers

On this episode of Stock Movers: - United Health (UNH) is sinking considerably this morning after it cut its full year adjusted EPS forecast and missed first quarter earnings estimates. The company cites heightened care needs in Medicare and unanticipated changes in its Optum Health care delivery business. The company expects adjusted earnings in 2025 to be $26 to $26.50 a share, down from a previ...

On this episode of Stock Movers: - Hermès’ sales at the start of the year were hurt by a slowdown in Chinese demand, showing that even the most resilient purveyor of high-end goods wasn’t spared the slump in the luxury industry there. First-quarter sales in Asia Pacific excluding Japan rose 1.2% at constant exchange rates, Hermès International SCA said in a statement Thur...

On this episode of Stock Movers: - Northrop Gruman (NOC) and Lockheed Martin (LMT) shares are up after Morgan Stanley upgraded their view on defense companies. The bank said it’s taking into consideration the $1 trillion defense budget and potential for increased international exports. - JB Hunt (JBHT) shares fell as analysts point to continuing concerns about the impact of tariffs and the b...

On this episode of Stock Movers: - ASML (ASML) shares fall after it reported first-quarter orders that were almost a billion euros less than expected and warned it doesn’t know how to quantify the impact of recent tariff announcements that are threatening to upend the semiconductor industry. - Interactive Brokers Group (IBKR) shares drop after posting 1Q adj. EPS and net interest income that...

On this episode of Stock Movers: - Nvidia (NVDA) shares fall after President Donald Trump’s administration banned the chip giant from selling its H20 chip in China. The firm warns it will report about $5.5 billion in writedowns during the current quarter, tied to inventory and commitments for the chip. - Hertz (HTZ) shares soar after Pershing Square Capital Management revealed a large stake...

On this episode of Stock Movers: - Nvidia (NVDA) shares are lower this morning, leading a slide in global chip stocks, due to new US government restrictions on Nvidia chip exports to China. The restrictions on Nvidia's H20 chip are seen as a permanent policy driven by concerns over China's rise in the electronics sector and are expected to have a significant negative impact on the semiconductor su...

On this episode of Stock Movers: - Nvidia (NVDA) shares are lower this morning, leading a slide in global chip stocks, due to new US government restrictions on Nvidia chip exports to China. The restrictions on Nvidia's H20 chip are seen as a permanent policy driven by concerns over China's rise in the electronics sector and are expected to have a significant negative impact on the semiconductor su...

On this episode of Stock Movers: - Technology stocks fell as new US government restrictions on the export of Nvidia Corp. chips to China and a disappointing report from Dutch chip-equipment maker ASML Holding NV fanned trade war concerns. - Heineken NV said volumes of beer fell less than expected, even as a late Easter dampened demand for its top-selling brands in Europe and the Americas. - BNP Pa...

On this episode of Stock Movers: - Bank of America (BAC) gains as traders posted a record quarter. The bank reaped the benefits of volatile markets, and net interest income topped analysts’ estimates. Revenue from equity trading rose 17% to $2.18 billion in the first three months of the year, the company said in a statement Tuesday. That helped Bank of America beat analysts’ estimates...

On this episode of Stock Movers: - Bank of America (BAC) shares climbed as the bank reported record trading revenue as the company's stock traders reaped the benefits of volatile markets. Revenue from trading rose 17% to just over $2 billion in the first three months of the year. The big bank's topline revenue was over $27 billion, highest in more than a decade. Meantime, Citi (C) shares also rose...

On this episode of Stock Movers: - Bank of America (BAC) shares climb after its stock traders posted a record quarter due to volatile markets. Revenue from equity trading rose 17% to $2.18 billion in the first three months of the year, the company said in a statement Tuesday. That helped Bank of America beat analysts’ estimates for per-share earnings. - Netflix (NFLX) shares rise after the W...

On this episode of Stock Movers: - Applied Digital (PLD) shares fall after the digital infrastructure company reported third-quarter results that missed expectations for revenue and adjusted Ebitda. Analysts remain focused on when the company will sign a lease with a hyperscaler. - Rocket Lab (RKLB) shares rise after the company said it was selected to provide hypersonic test launch capability thr...

On this episode of Stock Movers: - Bank of America (BAC) is higher this morning after it reported strong earnings with big bank earnings wrapping up this week. Chairman and CEO Brian Moynihan also said that the bank will have to potentially face changing economic conditions. - General Motors (GM) is selling off after yesterday's gains that came when President Trump signaled he's looking to pause a...

On this episode of Stock Movers: - Bank of America (BAC) is higher this morning after it reported strong earnings with big bank earnings wrapping up this week. Chairman and CEO Brian Moynihan also said that the bank will have to potentially face changing economic conditions. - General Motors (GM) is selling off after yesterday's gains that came when President Trump signaled he's looking to pause a...

On this episode of Stock Movers: - Hermès’s market capitalization surpassed that of rival LVMH, the conglomerate which once tried to buy the maker of the coveted Birkin bag in a stealth raid that shocked the French corporate world 15 years ago. Hermès International SCA’s valuation reached €243.65 billion ($276.3 billion) on Tuesday, briefly crossing the €243.44...

On this episode of Stock Movers: - General Motors (GM) shares were up as President Donald Trump's said he's exploring possible temporary exemptions to automotive tariffs Monday. The pause would give auto companies more time to set up US manufacturing. Trump imposed a 25% tariff on fully built vehicles, with duties on parts set to take effect no later than May 3. His separate tariffs on Canada and...

On this episode of Stock Movers: - Apple (APPL) shares jump 4.5% on Monday after US President Donald Trump’s administration temporarily exempted phones, computers and chips from its so-called reciprocal tariffs. The exclusions, published late Friday by US Customs and Border Protection, narrow the scope of the levies by excluding the products from Trump’s 125% China tariff and his basel...

On this episode of Stock Movers: - Apple (AAPL) (AAPL) leads gains of Magnificent Seven stocks higher after President Donald Trump’s administration exempted phones, computers, and popular electronics from its so-called reciprocal tariffs. - Intel Corp. (INTC) shares rise after agreeing to sell 51% of its Altera business to Silver Lake. The deal expected to close in the second half of 2025 -...

On this episode of Stock Movers: - Apple (AAPL) shares jump on Monday after US President Donald Trump’s administration temporarily exempted phones, computers and chips from its so-called reciprocal tariffs. The exclusions, published late Friday by US Customs and Border Protection, narrow the scope of the levies by excluding the products from Trump’s 125% China tariff and his baseline 1...

On this episode of Stock Movers: - Goldman Sachs (GS) shares are higher after reporting earnings. The big bank approved a $40 billion share buyback program and its 1Q equities trading revenue beat estimates. - Apple (AAPL) is also higher with news of tech tariff exemptions. Needham analyst Laura Martin is also reiterating her Apple Buy position in addition to the news, maintaining her $225 price t...

On this episode of Stock Movers: - Intel (INTC) is soaring this morning as many chip-exposed companies are rising on news of a pause in US tariffs on chips and tech. Intel is also nearing an agreement to sell a stake in its programmable chips unit, Altera, to Silver Lake Management. - Apple (AAPL) is also higher with news of tech tariff exemptions. Needham analyst Laura Martin is also reiterating...

On this episode of Stock Movers: - President Donald Trump pledged he will still apply tariffs to phones, computers and popular consumer electronics, downplaying a weekend exemption as a procedural step in his overall push to remake US trade. The late Friday reprieve — exempting a range of popular electronics from 125% tariffs on China and a 10% flat rate around the globe — is temporary...

On this episode of Stock Movers: - Shares of Newmont (NEM) rose after UBS analyst Daniel Major upgraded the gold miner to "buy" from "neutral" and hiked the price target to $60 from $50 before the opening bell on Friday. The comes as gold rose to a record above $3,200 an ounce, as concerns about the impact of tariffs on the global economy boosted bullion’s appeal as a haven for investors. Pr...

On this episode of Stock Movers: - JPMorgan Chase's (JPM) stock traders took in a record haul in the first quarter, boosted by chaotic market moves set off by President Donald Trump’s policy announcements after he took office in January. The biggest US bank boosted equities markets revenue 48% to $3.81 billion, trouncing analysts’ expectations as well as the firm’s previous stock...

On this episode of Stock Movers: - Texas Instrument (TXN) shares fall, as geopolitical tensions between the U.S. and China continue to escalate. Earlier, the China Semiconductor Industry Association issued an emergency notice on the method for determining the origin of chip imports. - Newmont (NEM) shares climb 3.9% premarket after UBS analyst Daniel Major upgraded the gold miner to buy from neutr...