Avsnitt
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On this edition of Stock Movers:
- ON Semi (ON) rallied Tuesday as members on its management team spoke at the Bank of America 2025 Global Technology Conference. At the conference, CEO Hassane El-Khoury discussed that non-AI chips - which ON focuses on - could be heading toward a rebound. It was the best performing stock in the S&P 500.
- Norwegian Cruise (NCLH) shares were among the best performing stocks of the week. Investors sent the stock higher as the company's booking trends seem to be improving.
- Brown-Forman (BF/B) shares plummeted the most since 2008 after it reported results that trailed expectations while projecting a sales decline for the current fiscal year. The owner of Jack Daniel's brand also sees organic net sales, which strip out items such as currency fluctuations, declining in a low-single digit range for the fiscal year that runs through April 2026. Brown-Forman is anticipating a challenging operating environment this year, “with low visibility due to macroeconomic and geopolitical volatility as we face headwinds from consumer uncertainty,” the company said in the earnings statement. The firm also cited potential impact from tariffs not yet in place.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Lululemon (LULU) shares tumble after the company posted a second straight disappointing quarter, with projected sales and profit below analyst estimates, due to rising competition, new tariffs, and a shift away from yoga pants.
- Broadcom (AVGO) shares fall after the chipmaker gave a forecast that isn’t seen as strong enough to extend the stock’s recent strength. However, analysts note positive AI trends.
- Circle Internet Group (CRCL) shares rise after the company and its shareholders raised nearly $1.1 billion in an initial public offering that was upsized twice amid strong demand.See omnystudio.com/listener for privacy information.
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Saknas det avsnitt?
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On this episode of Stock Movers:
- Telsa (TSLA) shares are moving higher this morning as the possibility of easing tensions between owner Elon Musk and President Donald Trump takes shape. The dispute began over differences on the GOP tax legislation, with Musk opposing the bill and Trump accusing Musk of being motivated by self-interest. After Tesla shares tanked 14% and Musk's personal wealth dropped by $34 billion, Musk signaled a willingness to cool tensions with Trump, responding to a user's advice to "cool off and take a step back for a couple days" with "Good advice."
- Lululemon (LULU) share are plunging in premarket trading as the athletic wear maker is reducing its earnings per share outlook by about 2.5% for the full year. It also sees sales below analysts estimates. Lululemon is trying to manage supply chains affected by President Trump's trade wars, and its guidance assumes 30% tariffs on China and 10% on other countries, which could cause a "significant reduction" in profitability.
- Broadcom (AVGO) share are sinking this morning as the chip supplier to companies like Alphabet and Apple gave a lackluster revenue forecast for the current quarter. Analysts suggest that the Artificial Intelligence spending frenzy isn't as strong as some investors anticipated. Like Nvidia, the company is seen as a key beneficiary of a surge in AI spending.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Telsa (TSLA) shares are moving higher this morning as the possibility of easing tensions between owner Elon Musk and President Donald Trump takes shape. The dispute began over differences on the GOP tax legislation, with Musk opposing the bill and Trump accusing Musk of being motivated by self-interest. After Tesla shares tanked 14% and Musk's personal wealth dropped by $34 billion, Musk signaled a willingness to cool tensions with Trump, responding to a user's advice to "cool off and take a step back for a couple days" with "Good advice."
- Lululemon (LULU) share are plunging in premarket trading as the athletic wear maker is reducing its earnings per share outlook by about 2.5% for the full year. It also sees sales below analysts estimates. Lululemon is trying to manage supply chains affected by President Trump's trade wars, and its guidance assumes 30% tariffs on China and 10% on other countries, which could cause a "significant reduction" in profitability.
- Broadcom (AVGO) share are sinking this morning as the chip supplier to companies like Alphabet and Apple gave a lackluster revenue forecast for the current quarter. Analysts suggest that the Artificial Intelligence spending frenzy isn't as strong as some investors anticipated. Like Nvidia, the company is seen as a key beneficiary of a surge in AI spending.
- Circle (CRCL) shares are continuing their climb after the company's successful IPO, with shares surging 168% yesterday and closing at $83.23 in New York. Circle's market value is now $18.5 billion, with a fully diluted valuation of about $22.1 billion, as stablecoins are poised to be regulated by legislation and may lead to larger institutional adoption.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Puma and Adidas fall as European athleisure stocks under-perform on Lululemon posting a second straight disappointing quarter, fueling concerns around the impact of rising competition and new tariffs.
- Filtronic, a components maker who produce modules for SpaceX's Starlink, has been caught in the Musk-Trump crossfire.
- Broadcom Inc., a chip supplier to companies like Alphabet and Apple, gave a lackluster revenue forecast for the current quarter, suggesting that the AI spending frenzy isn’t as strong as some investors anticipated.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Tesla (TSLA) shares sank as Elon Musk and President Donald Trump’s simmering feud devolved into a public war of words between two of the world’s most powerful people.
Trump on Thursday said he was “very disappointed” by the Tesla chief executive officer’s criticism of the president’s signature tax policy bill. Musk fired back in several social media posts, saying in one that “without me, Trump would have lost the election.” The president later floated terminating federal contracts and subsidies extended to Musk’s companies and said that he had asked the Tesla and SpaceX leader to leave his administration, which Musk said was a “lie.” Musk went a step further late in the day, saying he would decommission a SpaceX craft used by the US.- Lululemon (LULU) shares fell sharply after its latest earnings report highlighted the risk posed by new tariffs while exacerbating investor concerns about slowing growth.
The company sees sales in the range of $2.54 billion to $2.56 billion for its fiscal second quarter, below the average analyst estimate. For the full year, Lululemon reduced its earnings per share outlook by about 2.5%. The company and its retail peers are trying to manage supply chains that have been upended by US President Donald Trump’s trade wars. Apparel and footwear production hubs in Asia including China and Vietnam face elevated tariff rates as the White House negotiates new trade deals.- Planet Labs (PL) shares skyrocketed as much as 55% - a record jump — after the company’s first-quarter revenue topped expectations. Citizens analyst said the satellite-data provider had a “stellar quarter” and the stock remains an opportunity for long-term capital appreciation.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
-Chewy shares (CHWY) fall after Jefferies analyst Kaumil Gajrawala cut the recommendation on the online retailer of pet products to hold from buy, writing that valuation appears “primed” for a first-quarter beat and raise that’s unlikely to happen.
-Dollar Tree shares (DLTR) are up after JPMorgan upgraded the discount retailer to overweight from neutral.
-Planet Labs shares (PL) jump after first-quarter revenue beat estimates. Analysts at Citizens said the satellite data provider had a “stellar quarter” and the stock remains an opportunity for long-term capital appreciation.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
-Dollar Tree shares (DLTR) are up after JPMorgan upgraded the discount retailer to overweight from neutral.
- Kimberly-Clark, (KMB) shares are down after selling a majority stake in its global Kleenex and tissue businesses outside of North America.It's forming a JV with Brazilian pulp supplier Suzano in a deal valued at $3.4 billionSuzano is the world largest pulp supplier and it will have a 51% majority stake and holds the option to buy Kimberly-Clark’s ownership interest at specified times and conditions
-Brown Forman (TICKER BF/B) shares are down after Parent company of Jack Daniel's reported after the bell and 4Q EPS and sales missed estimates.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Victoria's Secret (VSCO) shares moving this morning with the company set for a new date for their 1st quarter earnings release - next week June 11th. They had a big data breach in May. The information exposed in the incident included names, dates of birth, Social Security numbers, driver’s license numbers, state ID numbers, passport numbers, financial account information, digital signatures, medical information, health insurance information, biometric information, and mother’s maiden names.
- Broadcom (AVGO) shares are higher, making it the 7th-most valuable company in the S&P 500 with a market value of $1.23 trillion, and its Thursday earnings report is expected to sustain the momentum. Investors are expecting strong earnings growth, with a focus on the revenue forecast and whether Broadcom has added new big cloud-computing customers, and an impressive showing could lead to another leg higher in the stock price.
- Citi (C) is moving after cutting its technology employee workforce in China by about 3,500 as part of its global simplification efforts. Citigroup's wholly-owned local banking subsidiary Citibank (China) Co. will be unaffected, and the bank continues to invest in the unit to support corporate and institutional clients in the country.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Planet Labs (LB) is higher this morning after reporting profit that beat expectations as Europe hikes defense spending in response to the United States pulling back from the continent. Earnings excluding some items were $1.2 million in its first quarter, according to a statement Wednesday, its second profitable quarter in a row and better than analysts’ average expectation of a $3 million loss.
- Five Below (FIVE) is gaining in premarket trading after the discount stores company reported first-quarter results that beat expectations and guided for net sales in the second quarter that are above estimates.
- PVH (PVH), the owner of Calvin Klein, is lower after cutting its full-year adjusted earnings per share guidance, and noted that the outlook reflects an estimated net negative impact in relation to tariffs placed on goods coming into the US. Negative impact from tariffs includes an “unmitigated impact of approximately $1.05 per share, and a partially offsetting impact of planned mitigation actions,” the company said in a statement.
- Tesla (TSLA) continues to decline this morning after vehicle shipments from its China factory fell for an eighth straight month, as reported yesterday. Also weighing on the stock is the back and forth between owner Elon Musk and President Trump over the Congressional tax bill.
- Land's End Inc. (LE) stock is on the rise this morning after affirming its 2025 adjusted EPS guidance from $0.48-$0.86 to $0.48-$0.86 as well as its 2025 year end outlook.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Wizz Air plunged 26% in early trading after the discount airline reported earnings that missed estimates and refrained from providing a guidance, citing poor visibility.
- Wise is planning to list its shares in the US, the latest blow to London’s stock market.
- Bayer shares rise as much as 5.1% after Goldman Sachs upgrades the German chemicals and pharmaceutical company to buy from neutral, saying it sees earnings as having bottomed out and thinks risks around litigation and pharma data are overdone.
See omnystudio.com/listener for privacy information.
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On this edition of Stock Movers:
- Dollar Tree (DLTR) shares dropped as the company warns that its second-quarter profit may be down 50% from a year ago due to tariff-related costs, including 145% levies on some products from China. The retailer said the timing of expenses will weigh on adjusted earnings per share, including paying 145% levies on some products from China. The chain then expects profit to “re-accelerate” in the remainder of the year.
- ON Semiconductor (ON) shares jumped after the chip maker's CEO Hassane El-Khoury stressed that things would only improve following a mixed first-quarter print.
- CrowdStrike (CRWD) shares fell after US officials have asked for information related to the accounting of deals it’s made with some customers and said the cybersecurity firm is cooperating with the inquiry. The Austin, Texas-based company said in a filing Wednesday that it has gotten “requests for information” from the US Department of Justice and the Securities and Exchange Commission “relating to the company’s recognition of revenue and reporting of ARR for transactions with certain customers.” ARR refers to annual recurring revenue, a measure of earnings from subscriptions.See omnystudio.com/listener for privacy information.
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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, David Gura and Emily Graffeo.
- Netflix (NFLX) shares rose after UBS raises its prices target on the streaming-video company to among the highest on Wall Street. UBS analyst John Hodulik says, "“Secular trends and competitive dynamics remain supportive of Netflix’s ability to drive stronger monetization and operating leverage."
- Meta (META) shares are still riding high after it reached its big deal to buy nuclear power from Constellation Energy. The parent company of Facebook, Instagram and WhatsApp signed a 20-year contract to buy 1,121 megawatts from the Clinton plant starting in mid-2027, when a state subsidy expires, according to a statement Tuesday. Constellation, the biggest US nuclear operator, and Meta didn’t provide financial details. Under the deal, Constellation will invest in boosting Clinton’s output. The company is also considering plans to build another reactor at Clinton, which already has federal approval for a second unit. The Meta deal marks a significant turnaround for the Clinton plant, which has enough to power about 1 million homes. Then-owner Exelon Corp. had threatened to close the site in 2017 as nuclear operators around the US struggled to compete with cheap natural gas and renewables. The company changed course after Illinois approved a 10-year subsidy.
- CrowdStrike (CRWD) shares fell after the cybersecurity company projected revenue for the current period that trailed estimates, in its first financial update since announcing it would cut about 5% of its global workforce. Sales for the second quarter will be as much as $1.15 billion, the Austin-based company said in a statement Tuesday, missing the average analyst estimate of $1.16 billion. In May, CrowdStrike announced that it would cut about 500 employees as it works toward a goal of generating $10 billion in annual recurring revenue. Its shares dropped at the time as Wall Street questioned whether the company’s move came from a place of weakness or strength. The firm said in a corporate filing at the time that it expected $36 million to $53 million in charges from the job cuts, with most of that coming from paying severance, employee benefits and related costs.See omnystudio.com/listener for privacy information.
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On this edition of Stock Movers:
- K Wave Media (KWM) shares more than tripled after the company said it would sell $500 million of shares to buy and stash bitcoin on its balance sheet.
- Dollar Tree (DLTR) shares are down as the company warned investors that its second-quarter profit could be down as much as 50% from a year ago as it deals with tariff-related costs. The retailer said the timing of expenses will weigh on adjusted earnings per share, including paying 145% levies on some products from China. The chain then expects profit to “re-accelerate” in the remainder of the year.
- CrowdStrike (CRWD) shares fell after the cybersecurity company projected revenue for the current period that trailed estimates, in its first financial update since announcing it would cut about 5% of its global workforce. Sales for the second quarter will be as much as $1.15 billion, the Austin-based company said in a statement Tuesday, missing the average analyst estimate of $1.16 billion.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- CrowdStrike shares (CRWD) fall after the cybersecurity company posted disappointing first-quarter subscription revenue due to an impact from programs related to its post-outage Customer Commitment Package (CCP). Its second-quarter sales forecast also underwhelmed, while an unchanged view on full-year revenue was seen as negative by some analysts. Evecore ISI and Canaccord downgraded the stock.
- Wells Fargo shares (WFC) rise after CEO Charlie Scharf cleared the Federal Reserve's seven-year-old cap on assets, allowing the bank to grow and compete with larger rivals. Scharf, who has spent years cleaning up Wells Fargo's scandals, plans to focus on growth areas such as trading operations, investment banking, credit cards, and wealth management.
- Hewlett Packard Enterprise (HPE) shares gain after the company reported quarterly revenue of $7.63 billion, topping estimates, and expects a reduced impact from tariffs on its business this year.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- CrowdStrike shares (CRWD) fall after the cybersecurity company posted disappointing first-quarter subscription revenue due to an impact from programs related to its post-outage Customer Commitment Package (CCP). Its second-quarter sales forecast also underwhelmed, while an unchanged view on full-year revenue was seen as negative by some analysts. Evecore ISI and Canaccord downgraded the stock.
- Dollar Tree shares (DLTR) fall after warning investors that its second quarter profit could be down as much as 50% from a year ago as it deals with tariff-related costs. The retailer expects profit to "re-accelerate" in the remainder of the year, and is selling its Family Dollar division for about $1 billion to focus on its stronger Dollar Tree chain.
- Snowflake (SNOW) shares rise after UBS raised it to buy from neutral saying the company is early in a multi-year data investment cycle.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Apple (APPL) shares fell in premarket trading after Needham & Co cut its recommendation on the iPhone maker to hold from buy. Analyst Laura Martin downgraded the stock on near-term threats to revenue and EPS growth. "For this stock to work, it must have the catalyst of an iPhone replacement cycle, which we do not foresee in the next 12 months,” Martin wrote.
- Tesla (TSLA) is also lower this morning as vehicle shipments from its China factory fell for an eighth straight month, extending a global sales slump as Chief Executive Officer Elon Musk pledges to renew his focus on the automaker. The EV maker shipped 61,662 Model 3 sedans and Model Y sport utility vehicles from its Shanghai plant in May, down 15% from the same time last year, according to preliminary data from China’s Passenger Car Association. The group didn’t provide a breakdown of domestic sales and exports.
- Wells Fargo (WSC) shares are higher this morning as the bank was released from a Federal Reserve asset cap that has restricted its size for over seven years. The Fed said Wells Fargo met all conditions required by an enforcement action imposed on the bank in 2018 to remove the restriction. The removal of the cap marks a major win for CEO Charlie Scharf and allows the bank to pursue growth again, with plans to increase returns and growth in a deliberate manner.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Chart Industries (GLTS) was higher then erased gains this morning after WSJ reported it is expected to combine with Flowserve in a deal that sources say can be announced today. Shareholders of Chart Industries would receive 3.165 shares of Flowserve common stock for each share of Chart common stock owned, according to the Journal.
- Dollar Tree (DLTR) is lower this morning after reporting its first quarter results. Despite reporting solid earnings, investors are concerned about second quarter guidance from the discount retailer. The move comes despite the company saying it expects to mitigate the impact of higher tariffs.
- Wells Fargo (WSC) shares are higher this morning as the bank was released from a Federal Reserve asset cap that has restricted its size for over seven years. The Fed said Wells Fargo met all conditions required by an enforcement action imposed on the bank in 2018 to remove the restriction. The removal of the cap marks a major win for CEO Charlie Scharf and allows the bank to pursue growth again, with plans to increase returns and growth in a deliberate manner.
- Crowdstrike (CRWD) shares are in decline this morning after the company projected revenue for the current quarter that trailed estimates, with sales expected to be as much as $1.15 billion. The company is facing investigations by US prosecutors and regulators over a $32 million deal with Carahsoft Technology Corp., and is working to generate $10 billion in annual recurring revenue after cutting about 500 employees in May.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Remy Cointreau withdrew its long-term sales guidance, blaming tariff policies in America and China and a stunted recovery in the US market.
- China is considering placing an order for hundreds of Airbus aircraft as soon as next month, when European leaders visit Beijing to celebrate the countries’ long-term ties, according to people familiar with the matter.
- Shares of European chipmakers rally on Wednesday after US peer ON Semiconductor said it started to see signs of a broad-based recovery in demand.
See omnystudio.com/listener for privacy information.
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On this edition of Stock Movers:
- Bumble (BMBL) shares fell after JPMorgan downgraded it to underweight from neutral. Analyst Cory Carpenter says shares have rallied over 50% since President Donald Trump’s “Liberation Day” tariff announcements — now above price target.
- Dollar General (DG) shares surged after increasing its annual guidance, helped by luring more higher-income shoppers looking for deals. The discount chain also said it expects to mitigate a significant amount of the tariffs currently in place. The company sees same-store sales gaining as much as 2.5% this fiscal year, up from guidance in March calling for an increase as high as 2.2%. The retailer also nudged up expectations for earnings per share.
- Pinterest (PINS) shares rose after JPMorgan raised its rating to overweight from neutral. A diversification of its advertising platform to provide full-funnel capabilities is supporting further revenue upside at the social media firm, says JPMorgan analyst Doug Anmuth. Pinterest is also driving solid user growth, with 85% of its monthly active users coming directly to the mobile app and over 90% of the firm revenue is generated from the app according to analysts.See omnystudio.com/listener for privacy information.
- Visa fler
