Stock Movers

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)...

On this episode of Stock Movers: - NATO Secretary General Mark Rutte confirmed the alliance will seek to adopt a new defense spending target of 5% of GDP at a June summit, meeting a demand by US President Donald Trump that had originally seemed unrealistic. - LVMH’s hold rating is reiterated at HSBC, which trims its price target to €525 from €575. The bank advises its clients to &l...

On this episode of Stock Movers: - Moderna (MRNA), along with shares of other vaccine developers like Novavax (NVAX) rose this week after hearing the FDA's approach for the path forward on Covid shots. Moderna jumped as much as 15% on Tuesday after the FDA outlined guidance that was received as "better than expected", and may contain a silver lining, according to Bloomberg Intelligence analyst Sam...

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. - US Steel (X) surged after President Donald Trump backed a partnership between the company and Japan’s Nippon Steel, crediting his tariff policies f...

On this episode of Stock Movers:  - Apple (AAPL) shares are lower as the iPhone maker faces escalating pressure from President Donald Trump to do what many analysts insist would be nearly impossible: move production of its iconic iPhone to the US from overseas. Trump on Friday threatened Apple with a tariff of at least 25% if it doesn’t manufacture its flagship product line in the US, h...

On this episode of Stock Movers: - Ross shares drop after second-quarter earnings per share forecast missed the average analyst estimate. The company also withdrew its full-year sales and earnings guidance, citing heightened macroeconomic and geopolitical uncertainty. - Nike shares drop. Bloomberg Intelligence's tariff tracker shows Nike among the most affected companies. Just yesterday, shares we...

On this episode of Stock Movers: -Apple shares drop after President Trump threatened a 25% levy on Apple if the tech giant failed to move iPhone manufacturing to the US. Analysts at Wedbush estimate that such tariffs translate into iPhone prices of ~$3,500/ -Deckers shares drop as Owns Ugg boots and Hoka running shoes provided a disappointing fiscal first-quarter forecast. Management also declined...

On this episode of Stock Movers: - Apple (APPL) shares are taking a hit in the premarket - Deckers (DECK) shares are declining after the maker of Hoka running shoes and UGG boots provided a disappointing fiscal 1Q forecast. Management also declined to provide full-year guidance due to macro uncertainty related to evolving global trade policies. - Ross Stores (ROST) is down this morning after the r...

On this episode of Stock Movers: - Oklo (OKLO) is higher along with other nuclear power stocks after Reuters reported that President Donald Trump will sign executive orders that aim to jumpstart the industry by easing the regulatory process on approvals for new reactors and strengthening fuel supply chains.   - Intuit (INTU) shares are higher in extended trading, after the tax-preparation sof...