Stock Movers

On this episode of Stock Movers: - Goldman Sachs (GS) blew through expectations for equities-trading revenue, posting an all-time Wall Street record of $4.31 billion in the final three months of last year. That was higher than the previous record for any bank, set by Goldman in the second quarter of 2025. It also came in nearly $700 million higher than what analysts had expected for the quarter, a...

On this episode of Stock Movers: - Goldman Sachs (GS) shares rise after the firm posted an all-time Wall Street record of $4.31 billion in equities-trading revenue in the final three months of last year. The firm raised its dividend to $4.50 per share and increased targets for its asset- and wealth-management business, which posted a quarterly record for fees. - Applied Materials (APLD) shares jum...

On this episode of Stock Movers: - Taiwan Semiconductor Manufacturing Company (TSMC) ADRs are down after the company said it expects 2026 sales to grow by close to 30% in USD teams. - ASML soars after it surpassed $500 billion in market value after Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026. - Boston Scientific (BSX) shares drop after the company agree...

On this episode of Stock Movers: - Morgan Stanley’s (MS) debt bankers increased revenue 93% in the fourth quarter, by far the biggest jump on Wall Street and capping a record year for that business. The firm’s debt-underwriting revenue came in at $785 million for the last three months of the year, according to a statement Thursday, while analysts were expecting $635 million. That broug...

On this episode of Stock Movers: - BlackRock (BLK) shares are up after the asset manager reported adjusted EPS and net inflows that came in above the average analyst estimates. - Taiwan Semiconductor Manufacturing Company (TSMC) is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boo...

On this episode of Stock Movers: - Schroders shares gain as much as 7.8%, hitting their highest level since August 2023, after the asset management group said annual adjusted operating profit will come in ahead of expectations. Citi said the beat is strong and should reassure investors. - ASML shares soared to a record high, sending its market value beyond $500 billion, after Asian peer Taiwa...

On this episode of Stock Movers: - Richemont sales jumped to a record in the final months of last year as holiday shoppers splurged on its watches and Cartier jewelry, led by demand in the US and the Middle East. It's shares rose 2.6% on the news. - ASML shares soared to a record high, sending its market value beyond $500 billion, after Asian peer Taiwan Semiconductor Manufacturing Co. gave a...

On this episode of Stock Movers: - Bank of America (BAC)’s equity traders posted their best fourth quarter ever as the company reaped the benefits of volatile markets and net interest income topped analysts’ estimates. Revenue from equity trading rose 23% to $2.02 billion in the final three months of the year, according to a statement Wednesday. Analysts had been expecting equity-marke...

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. - Dow Chemicals (DOW), LyondellBasell (LYB) and other US chemicals stocks are rising Wednesday as higher oil prices are giving gas-based producers an advantage and...

On this episode of Stock Movers: - LyondellBasell (LYB) and other US chemicals stocks are rising Wednesday as higher oil prices are giving gas-based producers an advantage and as analysts see upside for US chemicals and fertilizer firms. - Wells Fargo (WFC) missed analysts’ profit estimates as severance costs drove up expenses. Shares of the company fell by the most in six months. The bank s...

On this episode of Stock Movers: - Adient (ADNT) shares jump the most intraday since July — after UBS analyst Joseph Spak raised his recommendation on the auto supplier to buy from neutral. - Royal Caribbean (RCL) shares slide after Citi analyst James Hardiman issued a downside 30-day short-term view on the cruise operator ahead of its quarterly report expected towards the end of the month....

On this episode of Stock Movers: - Wells Fargo (WFC) shares slump after the firm missed analysts’ profit estimates as severance costs drove up expenses, with the bank spending $612 million on severance. - Coinbase (COIN) shares rise after news a new proposal tied to crypto market structure legislation would allow digital-asset companies to offer rewards to customers who hold stablecoins, wit...

On this episode of Stock Movers: - Wells Fargo & Co. (WFC) missed analysts’ profit estimates as severance costs drove up expenses. The bank spent $612 million on severance as part of a plan designed to cut costs. Expenses were $13.7 billion, compared with the $13.6 billion predicted by analysts in a Bloomberg survey, according to a statement Wednesday. - Bank of America's (BAC) equity tr...

On this episode of Stock Movers: - Wells Fargo (WFC) missed analysts’ profit estimates as severance costs drove up expenses and net interest income fell short. The bank spent $612 million on severance as part of a plan designed to cut costs. Expenses climbed to $13.7 billion, compared with the $13.6 billion predicted by analysts in a Bloomberg survey, according to a statement Wednesday. - Ba...

On this episode of Stock Movers: - BP said it expects to take as much as $5 billion in writedowns for the fourth quarter, just weeks after replacing its chief executive officer as it strives to turn around its fortunes. - Hays drops as much as 1.5% to the lowest since 1993 after delivering a sharper drop in like-for-like growth than expected during the latest quarter as the tough environment for r...

On this episode of Stock Movers: - BP said it expects to take as much as $5 billion in writedowns for the fourth quarter, just weeks after replacing its chief executive officer as it strives to turn around its fortunes. - Goldman favors asset-light exposure in global logistics with analyst Patrick Creuset cutting hit recommendation on Maersk to sell. - Vistry sold 9% fewer homes in 2025 after unce...

On this episode of Stock Movers: - JPMorgan Chase (JPM) fell 4.2%. The bank's profit declined 7% in the fourth quarter, even as revenue rose on the back of higher fees and interest income. This after JPMorgan warned that President Donald Trump’s call for a 10% cap on credit card rates threatens to “significantly change” its business and would harm the biggest US bank and customer...

On this episode of Stock Movers: - Meta Platforms (META) shares fall after news that Meta Platforms Inc. and EssilorLuxottica SA are discussing potentially doubling production capacity for AI-powered smart glasses by the end of this year to capture growing demand and head off rivals. - Delta Airlines (DAL) shares fall after the company provided a profit forecast that fell short of Wall Street esti...

On this episode of Stock Movers: - JPMorganChase (JPM) shares are up after earnings. The firm expects to earn about $103 billion in net interest income this year, more than analysts expected, and said the US economy has remained resilient with consumers continuing to spend and businesses generally remaining healthy. - Delta Airlines (DAL) shares fall after the company provided a profit forecast th...

On this episode of Stock Movers: - Delta Air Lines (DAL) is ordering 30 Boeing Co. 787 Dreamliner jets in its first-ever purchase of that model, providing a boost to the US planemaker that highlights the airline’s optimism for international travel demand. The announcement came as Atlanta-based Delta reported earnings for the fourth quarter that beat analyst estimates. Revenue last year rose...

On this episode of Stock Movers: - JPMorgan Chase's (JPM) investment-banking fees unexpectedly fell in the fourth quarter, missing the firm’s own guidance from just last month. The biggest US bank generated $2.35 billion from the business in the last three months of 2025, down 5% from a year earlier, according to a statement Tuesday. The firm said in December that it expected a percentage ga...

On this episode of Stock Movers: - BAE Systems and Leonardo shares fall as much as 1.6% as Deutsche Bank cuts its ratings as part of several changes in European defense. Thales is down as much as 2.3% - Diageo — the maker of Guinness and Johnnie Walker — is considering options for its China assets, including a sale. Advisers have been tasked with sounding...

On this episode of Stock Movers: - Orsted shares surged after a US judge ruled work can resume on a wind farm off the coast of Rhode Island while it challenges the government’s latest attempt to stop offshore projects from being built. - Diageo — the maker of Guinness and Johnnie Walker — is considering options for its China assets, including a...

On this episode of Stock Movers: - Eli Lilly (LLY) said Monday it expects its highly anticipated weight-loss pill to receive US regulatory approval as early as the second quarter of 2026, slightly later than it signaled earlier. Drugmakers believe weight-loss pills could expand the market for popular GLP-1 medicines, which up until earlier this year were only sold as injections. In December, Novo...

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. - Alphabet (GOOG) broke above a $4 trillion market capitalization on Monday, becoming one of the few companies to ever cross the threshold as investors increasingl...