Avsnitt
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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, Scarlet Fu, Alix Steel, Carol Massar and Tim Stenovec.
- Oracle (ORCL) shares soared to a record high after the software maker projected a 70% gain in cloud infrastructure sales this fiscal year, giving a bullish outlook for the closely watched business. The company, long known for its database software, has been gaining traction in its effort to become a major player in the business of cloud computing — renting out computing power and storage — by targeting clients focused on artificial intelligence work. Earlier this year, it announced a joint venture dubbed Stargate to provide OpenAI with massive sums of computing power.
- Boeing (BA) as investors digested the news that of the Boeing plane that crashed in India. The Air India flight was bound for London, and the crash killed all but one of the 242 people on board the Boeing Dreamliner, making it the deadliest aviation accident in more than a decade. The airline confirmed that 241 of those on the London-bound flight had died. The sole survivor is being treated in a hospital, the carrier said. Officials earlier said that emergency responders had recovered more than 200 bodies at the crash site, though they didn’t immediately say how many were passengers, crew or area residents. They said the toll could rise as emergency workers comb through the wreckage.
- GameStop (GME) the largest standalone video-game retailer in the US, will focus on growing its trading card business, Chief Executive Officer Ryan Cohen said at the company’s annual shareholder meeting Thursday. The business of Pokémon and sports trading cards “is in line with our heritage,” Cohen said. “It fits our trade-in model, it appeals to our core customer base and it’s deeply embedded in physical retail.” GameStop investors have seen some dramatic share price swings since Cohen, the founder of online pet product retailer Chewy Inc., became chairman in 2021. The shares dropped more than 20% on Thursday after the company announced a $1.75 billion bond sale. The proceeds will be used for general corporate purposes, including investments and potential acquisitions, the company said.See omnystudio.com/listener for privacy information.
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On this edition of Stock Movers:
- Oracle (ORCL) shares soared to a record high after the software maker projected a 70% gain in cloud infrastructure sales this fiscal year, giving a bullish outlook for the closely watched business. The company, long known for its database software, has been gaining traction in its effort to become a major player in the business of cloud computing — renting out computing power and storage — by targeting clients focused on artificial intelligence work. Earlier this year, it announced a joint venture dubbed Stargate to provide OpenAI with massive sums of computing power.
- Boeing (BA) shares slump after an Air India flight bound for London crashed Thursday, killing all but one of the 242 people on board the Boeing Co. Dreamliner in the deadliest aviation accident in more than a decade. The airline confirmed that 241 of those on the London-bound flight had died. The sole survivor is being treated in a hospital, the carrier said.
- GameStop (GME) shares tumble after the video game retailer announced plans for a $1.75 billion convertible notes offering to potentially fund its new bitcoin purchase strategy. The company also said they will focus on on growing its trading card business.See omnystudio.com/listener for privacy information.
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Saknas det avsnitt?
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On this edition of Stock Movers:
- GameStop (GME) shares plummeted today. The company had two developments. First, GameStop is focused on growing its trading card business. That is according to CEO Ryan Cohen. The business of Pokémon and sports trading cards “is in line with our heritage,” Cohen said. “It fits our trade-in model, it appeals to our core customer base and it’s deeply embedded in physical retail.” The second development is GameStop plans to offer $1.75 billion worth of convertible bonds, which would make the video-game retailer one of the year’s biggest issuers of the equity-linked securities.
- BioNTech (BNTX) agreed to buy former Covid vaccine rival CureVac NV (CVAC) for about $1.25 billion in an all-stock transaction that will boost its growing oncology business. CureVac investors will get approximately $5.46 in BioNTech shares for each CureVac one, the companies said Thursday. The price represents a 34% premium to CureVac’s closing share price on Wednesday. CureVac shareholders will own between 4% and 6% of BioNTech once the deal closes. Shares of BioNTech are flat while CureVac shares surged.
- Oracle (ORCL) shares soared to a record high after the software maker projected a 70% gain in cloud infrastructure sales this fiscal year, giving a bullish outlook for the closely watched business. The company, long known for its database software, has been gaining traction in its effort to become a major player in the business of cloud computing — renting out computing power and storage — by targeting clients focused on artificial intelligence work. Earlier this year, it announced a joint venture dubbed Stargate to provide OpenAI with massive sums of computing power.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Boeing (BA) shares drop after 787 Dreamliner aircraft operated by Air India crashed shortly after taking off in Ahmedabad, with 242 passengers and crew on board, and no reports of survivors.
- GameSTOP (GME) shares dip after Hardware and Accessories net sales from the video game retailer missed Wall Street’s expectations.
- BioNteck (OXM) shares rose after agreeing to buy CureVac in an all-stock transaction to boost their growing oncology business.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Boeing (BA) shares drop after 787 Dreamliner aircraft operated by Air India crashed shortly after taking off in Ahmedabad, with 242 passengers and crew on board, and no reports of survivors.
- Oracle (ORCL) shares rose after projecting cloud infrastructure sales will jump more than 70% in the current fiscal year, boosting investor enthusiasm for the closely watched business.
- Oxford Industries (OXM) shares fell after the owner of the Tommy Bahama apparel brand slashed its profit forecast for the fiscal yearSee omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Boeing (BA) shares are lower this morning as a Boeing 787 Dreamliner aircraft operated by Air India crashed shortly after taking off in Ahmedabad, with 242 passengers and crew on board, and no reports of survivors. The crash occurred in a residential area and is considered one of the worst accidents involving the 787 Dreamliner, with Indian Prime Minister Narendra Modi calling it "heartbreaking beyond words".
- General Electric (GE) shares are following Boeing lower on the plane crash in India. The Boeing plane that crashed was powered by two General Electric Co. GEnx engines. GE Aerospace said in a post on X that it is assembling an emergency response team to go to India to support the investigation.
- Oracle shares (ORCL) jumped today after the software company reported fourth-quarter results that beat expectations as demand for AI infrastructure remains strong. Analysts were especially positive on remaining performance obligations (RPO). The CEO said she sees “dramatically higher” revenue growth in fiscal 2026.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Boeing (BA) shares are lower this morning as a Boeing 787 Dreamliner aircraft operated by Air India crashed shortly after taking off in Ahmedabad, with 242 passengers and crew on board, and no reports of survivors. The crash occurred in a residential area and is considered one of the worst accidents involving the 787 Dreamliner, with Indian Prime Minister Narendra Modi calling it "heartbreaking beyond words".
- Airbus (AIR) shares are following Boeing lower on the plane crash in India. Boeing shares fell in premarket US trading, and the company is working to gather more information about the incident, which is the biggest commercial airline crash since 2014.
- American Airlines (AAL) is trading lower as well this morning following the crash. It tends to lead other American airliners lower, including Delta (DAL) and United (UAL) this morning.
- Alaska Airlines (ALK) are higher this morning as one of the few American airlines that are trending higher despite the crash. Alaska Airlines has less exposure to international flights than other American airliners.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- BE Semiconductor shares soar as much as 11% to the highest levels since January, after the chip equipment maker raised its long-term revenue and margin outlook ahead of its investor day.
- Airline stocks are among the worst performers in Europe, after US peers suffered sharp drops on Wednesday when data showed airfares slippping for the fourth straight month. Airlines also face the prospect of higher jet fuel costs, with crude prices up 3.6% on a two-day basis.
- Tesco Plc’s sales increased more than expected as the supermarket chain sold more premium and own-brand products.See omnystudio.com/listener for privacy information.
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On this edition of Stock Movers:
- Oracle (ORCL) shares are up after the company projected cloud infrastructure sales will jump more than 70% in the fiscal year that began this month, boosting investor enthusiasm for the closely watched business. Oracle, long known for its database software, has been gaining in its effort to become a major player in the business of renting out computing power and storage by targeting clients focused on artificial intelligence work. Earlier this year, it announced a joint venture — dubbed Stargate — to provide OpenAI with massive sums of computing power. It has also inked customers for the cloud business, including Elon Musk’s xAI and Meta Platforms Inc. Fiscal fourth-quarter total cloud sales increased 27% to $6.7 billion, in line with estimates. Cloud infrastructure revenue increased 52% to $3 billion, the company said Wednesday in a statement.
- Lockheed Martin (LMT) shares are down after the Air Force has cut in half its request to Congress for its signature F-35s, dealing a blow to Lockheed Martin Corp., the top US defense contractor. A Defense Department procurement request document sent to Capitol Hill this week asked for 24 of the planes, down from 48 that was forecast last year. The proposed cut is significant because the Air Force is the largest customer for the world’s biggest weapons program. The scaling back of the F-35 request may reflect one way the service is revising its funding for fiscal 2026 to comply with Defense Secretary Pete Hegseth’s plan to shift projected US military spending by 8% over the next five years.
- Starbucks (SBUX) shares are up after CEO Brian Niccol told the Financial Times earlier about the coffee chain's possible sale of a stake in its China business has drawn “a lot of interest,” The company is searching for a partner interested in expanding the chain from around 8,000 to 20,000 stores in China. Starbucks in no rush to close a deal and aims to have a “meaningful stake” in the operationSee 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, Scarlet Fu, Alix Steel, David Gura and Norah Mulinda.
- Netflix (NFLX) shares soared today as investors like what CEO Greg Peters had to say at a conference in London. Speaking at the event, the streamer's leader said he was optimistic about Netflix's growth prospects despite President Donald Trump's threats to impose tariffs on the film industry.
- Lockheed Martin (LMT) shares fell as much as 7% on the news that the Air Force is cutting in half its request to Congress for F-35s. A Defense Department procurement request document sent to Capitol Hill this week asked for 24 of the planes, down from 48 that was forecast last year. The proposed cut is significant because the Air Force is the largest customer for the world’s biggest weapons program. The scaling back of the F-35 request may reflect one way the service is revising its funding for fiscal 2026 to comply with Defense Secretary Pete Hegseth’s plan to shift projected US military spending by 8% over the next five years.
- Vera Bradley (VRA) shares fell as much as 24%, a record drop, after the retailer suspends guidance and announced the departure of its CEO. The pulled guidance reflects executive and board leadership changes and “significant uncertainty surrounding the consumer environment,” the company said.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Tesla (TSLA) shares rise after Tesla CEO Elon Musk said he regretted some of his posts about President Donald Trump last week. The two traded barbs on social media last week after Musk criticized the Republicans' tax bill.
- Lockheed Martin (LMT) shares drop after the Air Force cut its request for signature F-35s in half. That's down to 24 planes from 48 forecasted last year. The Air Force is the largest customer for Lockheed, which is the top US defense contractor.
- First Solar (FSLR) shares rise after Jefferies raised its recommendation on the solar technology company to buy from hold on speculation that Congress may support parts of the Inflation Reduction Act. Bloomberg Intelligence analysts note that the Senate will probably moderate some of the House's provisions related to the Inflation Reduction Act, and they see an 80% chance that a deal gets done by the August recess.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Tesla (TESLA) shares rebounding as owner Elon Musk expressed regret on social media for his recent posts about President Donald Trump, saying they "went too far". The public feud between Musk and Trump was triggered by Musk's opposition to Trump's tax-cut bill, which posed a threat to Musk's wealth and caused Tesla's stock price to tumble. Meanwhile, the president told the New York Post this morning "I guess I could" in response to the possibility of mending relations with Musk.
- Lockheed Martin (LMT) shares are lower as the Air Force has reduced its request to Congress for F-35s from 48 to 24, a significant cut that may reflect the Defense Secretary's plan to reduce US military spending by 8% over the next five years. The F-35 program has faced criticism, including from Elon Musk and right-wing influencer Laura Loomer, who have questioned the need for manned fighter jets in an age of drones, with the program now valued at roughly $2 trillion.
- GameStop (GME) shares dipped in US premarket trading after Hardware and Accessories net sales from the video game retailer missed Wall Street’s expectations. Analysts say GameStop reported decent upside on 1Q earnings per share, as solid performance on margins and costs more than offset sluggish top-line trends.
- Chewy (CHWY) fell this morning after the pet food company’s gross margin and free cash flow fell short of expectations, as did its reiterated annual sales target.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Tesla (TESLA) shares rebounding as owner Elon Musk expressed regret on social media for his recent posts about President Donald Trump, saying they "went too far". The public feud between Musk and Trump was triggered by Musk's opposition to Trump's tax-cut bill, which posed a threat to Musk's wealth and caused Tesla's stock price to tumble. Meanwhile, the president told the New York Post this morning "I guess I could" in response to the possibility of mending relations with Musk.
- Lockheed Martin (LMT) shares are lower as the Air Force has reduced its request to Congress for F-35s from 48 to 24, a significant cut that may reflect the Defense Secretary's plan to reduce US military spending by 8% over the next five years. The F-35 program has faced criticism, including from Elon Musk and right-wing influencer Laura Loomer, who have questioned the need for manned fighter jets in an age of drones, with the program now valued at roughly $2 trillion.
- General Motors (GM) shares are higher as it plans to invest $4 billion in its US plants over the next two years to boost output of top-selling gas-powered vehicles. The move will expand finished vehicle manufacturing at factories in Michigan, Kansas, and Tennessee, and shift production of models like the Chevrolet Silverado and GMC Sierra pickup trucks from Mexico to the US. The investments will allow GM to produce over 2 million vehicles in the US each year, reduce its reliance on Mexican factories, and add between 3,000 and 4,000 US jobs.
- Quantum Computing stocks are rising after Nvidia’s Jensen Huang said quantum computing is reaching an inflection point. The comments came only months after Huang had noted that “very useful” quantum computers are likely decades away. Among movers upward are D-Wave Quantum (QBTS), IonQ (IONQ), and Rigetti Computing (RGTI).See omnystudio.com/listener for privacy information.
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Inditex Tumbles, UK Home Builders Higher, Demant Gains
On this episode of Stock Movers:
- Zara-owner Inditex SA reported a muted start to the second quarter and warned that foreign-exchange headwinds could have a greater impact on results this year than anticipated. Shares tumbled.
- Homebuilders more broadly are being bathed in a more positive sentiment thanks to UK government plans to spend more on affordable homes. Chancellor Rachel Reeves is today expected to detail plans to direct £39 billion of public money over 10 years to an affordable homes plan.
- Demant shares rise as much as 4%, to the highest since Jan. 31, after the Danish company agreed to acquire hearing-aid retailer KIND Group for €700m, or around DKK5.2b, on a cash and debt-free basis. Analysts say the deal is a good fit.See omnystudio.com/listener for privacy information.
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On this edition of Stock Movers:
- JM Smucker (SJM) shares declined the most in nearly four decades after saying US tariffs increasing costs in its coffee business will hurt profit, continuing a challenging run for the biggest US packaged food producers. The company, which owns the Folgers and Cafe Bustelo coffee brands, said adjusted earnings this fiscal year will be as much as $9.50 a share. The impact of higher coffee costs and US levies reduced that forecast by roughly $1 a share, Smucker said.
- McDonald's (MCD) shares slipped on Tuesday after Redburn Atlantic gave the burger chain its sole sell rating, saying shifting consumer patterns due to weight-loss drugs and inflation are cause for concern. Shares of McDonald’s fell as much as 1.8% to a March low on the downgrade, a two-notch cut from Redburn’s previous buy rating. Redburn held a buy rating on the stock since initiating coverage in 2023. As more Americans turn to GLP-1 drugs like Ozempic to lose weight, McDonald’s could see as much as a $428 million annual impact to revenue, representing about 1% of system sales, Redburn Atlantic analysts Chris Luyckx and Edward Lewis wrote. “A 1% drag today could easily build to 10% or more over time, particularly for brands skewed toward lower-income consumers or group occasions.”
- Steel shares such as Nucor (NUE) and Cleveland-Cliffs (CLF) dropped after Bloomberg News reported that US and Mexico are closing in on a deal that would remove President Donald Trump’s 50% tariffs on steel imports up to a certain volume, according to people familiar with the matter, a revamp of a similar deal between the trade partners during his first term. Trump hasn’t been directly involved in the negotiations and would need to sign off on any deal. The talks are being led by Commerce Secretary Howard Lutnick, according to the people, who asked not to be identified as the discussions are private. The people said the agreement hasn’t been finalized. Under its current terms, it would allow US buyers to import Mexican steel duty-free as long as they kept total shipments below a level based on historical trade volumes, according to the people. The new cap would be higher than what was allowed under a similar deal during Trump’s first term, they said, which was never a fixed figure but designed to “prevent surges.”See omnystudio.com/listener for privacy information.
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On this edition of Stock Movers:
- JM Smucker (SJM) declined the most in nearly four decades after saying US tariffs increasing costs in its coffee business will hurt profit, continuing a challenging run for the biggest US packaged food producers. The company, which owns the Folgers and Cafe Bustelo coffee brands, said adjusted earnings this fiscal year will be as much as $9.50 a share. The impact of higher coffee costs and US levies reduced that forecast by roughly $1 a share, Smucker said. Shares sank as much as 14% on Tuesday in New York, the biggest intraday drop in data compiled by Bloomberg that extends back to 1988. The company generated about a third of its revenue from coffee last fiscal year. It raised prices for the beverage in May. And it expects to boost them again in August. Overall, prices will be up about 20% this year, Smucker said.
- McDonald's (MCD) shares slipped on Tuesday after Redburn Atlantic gave the burger chain its sole sell rating, saying shifting consumer patterns due to weight-loss drugs and inflation are cause for concern. Shares of McDonald’s fell as much as 1.7% in Tuesday trading on the downgrade, a two-notch cut from Redburn’s previous buy rating. Redburn held a buy rating on the stock since initiating coverage in 2023. As more Americans turn to GLP-1 drugs like Ozempic to lose weight, McDonald’s could see as much as a $428 million annual impact to revenue, representing about 1% of system sales, Redburn Atlantic analysts Chris Luyckx and Edward Lewis wrote. “A 1% drag today could easily build to 10% or more over time, particularly for brands skewed toward lower-income consumers or group occasions.”
- Circle (CRCL) shares fell for the first time since the stablecoin firm launched its IPO. Shares initially soared after the company debuted in trading last week, at one point sending the stock 247% above the IPO price.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Paramount (PARA) shares are up after the company said it plans to cut several hundred employees on Tuesday due to a continuing decline in the cable-TV industry and the broader economic landscape. The move will affect about 3.5% of the media company’s US workforce, according to an internal memo sent to staff reviewed by Bloomberg.
- Apple (AAPL) shares rise after the company unveiled a new software redesign called Liquid Glass, which aims to make its device lineup more cohesive and useful, with a transparent menu and glassy look. The company also announced updates to its operating systems, including iOS 26, watchOS 26, and visionOS 26, which will provide a more uniform experience across devices.
- Meta (META) shares gain after news that Mark Zuckerberg is assembling a team of experts to achieve artificial general intelligence, recruiting from a brain trust of AI researchers and engineers who've met with him at his homes in Lake Tahoe and Palo Alto.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- JM Smucker (SJM) shares fall after the company said it expects adjusted earnings of up to $9.50 a share, reduced by $1 a share due to higher coffee costs and US tariffs. The company raised coffee prices in May and plans to do so again in August, which is expected to hurt demand this year.
-McDonalds (MCD) shares drop after Redburn Atlantic downgraded the company to a sell rating, citing concerns over shifting consumer patterns due to weight-loss drugs and inflation. The analyst estimates that the use of GLP-1 drugs like Ozempic could impact McDonald's revenue by $428 million annually, and potentially up to 10% or more over time.
-Novo Nordisk (NOVOB) shares rise after a report that Parvus Asset Management has built a stake in the company. Parvus is interested in influencing the appointment of a new CEO, as Novo Nordisk is set to replace its current CEO Lars Fruergaard Jorgensen.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Taiwan Semiconductor Manufacturing Co. (TSMC) shares are higher this morning as the main chipmaker for Nvidia Corp. and Apple Inc., reported a 40% jump in May revenue after companies stockpiled chips in response to mounting trade uncertainty. The company's CEO last week reaffirmed the company’s guidance for sales to grow in the mid-20% range in US dollar terms in 2025. AI chip demand still outstrips supply, he told shareholders.
- Meta (META) shares are moving on news that CEO Mark Zuckerberg is assembling a team of experts to achieve artificial general intelligence, recruiting from a brain trust of AI researchers and engineers who've met with him at his homes in Lake Tahoe and Palo Alto. Zuckerberg aims to hire around 50 people for the new team, including a new head of AI research, and has rearranged desks at Meta's Menlo Park headquarters so the new staff will sit near him. Zuckerberg is building the team in tandem with a planned multi-billion dollar investment in Scale AI, which offers data services to help companies train their models and builds custom AI applications for businesses and governments.
- McDonald's (MCD) is lower on a downgrade this morning after Redburn downgrades the restaurant chain to sell from buy, saying weight-loss drugs are suppressing consumer appetites and presenting an under-appreciated longer-term threat. Redburn becomes the only broker that rates McDonald’s as sell among the 41 Wall Street analysts tracked by Bloomberg,.
- Uber (UBER) shares are climbing this morning as the ride sharing app and Wayve plan to run their first trial of fully autonomous vehicles in London, paving the way for commercial robotaxi services in the UK and beyond. The companies will collaborate with the UK government and Transport for London on the permitting and regulatory approval process prior to the launch of Level 4 fully autonomous vehicles. The UK will be the first market to host a pilot under the partnership Uber and Wayve struck last August, with the trial expected to begin in the spring of 2026.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Diageo is considering options for its ownership of the Indian Premier League cricket franchise Royal Challengers Bengaluru, according to people familiar with the matter.
- UBS shares drop as much as 7.4%, the most in two months and erasing all of Friday’s gains that followed the Swiss government proposing new rules that could see the bank hold up to $26 billion in fresh capital. Vontobel analysts say it will impact the bank’s competitiveness.
- Activist hedge fund Parvus Asset Management is building a stake in Ozempic-maker Novo Nordisk, the Financial Times reports, citing unidentified people with knowledge of the details.See omnystudio.com/listener for privacy information.
- Visa fler
