Avsnitt
-
On this episode of Stock Movers:
- Boeing (BA) shares are up as Airbus SE agreed to take over some assets and sites from Spirit AeroSystems Holdings Inc., clearing the way for the struggling US aerospace supplier to be acquired back by its former parent. Boeing also got an upgrade over at Bernstein, saying that the airplane maker is now making the progress that it needed for the growth trajectory. However, analysts did note that while they can't assume all the risks are gone after high FAA scrutiny, BCA (Boeing Commercial Airplanes) should be on a much firmer path than in 2023”.
- Nvidia (NVDA) shares fell as the company prepares for a new challenge in the artificial-intelligence chip sector from China's Huawei Technologies. Huawei is getting ready to test a new and powerful artificial intelligence processor that the company hopes can replace some products made by Nvidia, the Wall Street Journal reported. The progress by the Shenzhen-based networking and electronics leader shows the resilience of China’s semiconductor industry in the face of efforts by the Trump administration to stymie it, including by blocking access to some Western chip-making equipment, the newspaper said on Sunday.
- On Holding (ONON) shares jumped after Citi raised the Swiss shoemaker to buy from neutral. They said it’s among the best-positioned brands to navigate the current uncertain environment and pass on higher costs to consumers if needed. Analyst Paul Lejuez calls On one of the fastest growing brands in the athletic/apparel and footwear industries, and highlights its geographically diverse sales base and and low sourcing exposure in China.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- US shares of Spotify Technology (SPOT) are down. This comes as they report first-quarter results tomorrow before the market opens in New York. Investors will be looking for more details about when and how the company will raise prices. It is reportedly planning an increase in Europe as soon as June. The Swedish streaming platform is looking for ways to fuel earnings growth, particularly in video. On Monday, the company said it paid $100 million to podcast publishers and creators in the first quarter. The company will also share an update on the video creator program that launched in January.
- Boeing (BA) are up after Bernstein upgrades to outperform from market perform noting that the aircraft maker is now “making the progress it needed for the growth trajectory.” Analysts did note that while they can't assume all the risks are gone, after high FAA scrutiny, BCA (Boeing Commercial Airplanes) should be on a much firmer path than in 2023”.
- Plug Power (PLUG) shares jumped the most in nearly a year after the hydrogen company announced a $525 million secured debt facility, said it doesn’t plan to raise more equity in 2025 and reported preliminary first-quarter results in line with analysts’ estimates. Plug expects to report revenue of $130 million to $134 million when it releases its full first-quarter results in early May, versus a consensus estimate of $131.6 million. The company also reported completing construction of a hydrogen production plant in Louisiana that will serve customers including Amazon.com Inc. and Walmart Inc.See omnystudio.com/listener for privacy information.
-
Saknas det avsnitt?
-
On this episode of Stock Movers:
- Boeing (BA) shares rise after Bernstein upgrades to outperform from market perform noting that the aircraft maker is now “making the progress it needed for the growth trajectory.”
- Eli Lilly (LLY) shares dip after HSBC double downgraded the stock to reduce — a sell-equivalent rating — from buy, saying the drugmaker’s risk-reward “is not attractive.”
- Peloton Interactive (PTON) shares jump after the Truist Securities upgraded the fitness company to buy from hold, saying the stock is finally nearing a point where the company’s improving fundamentals should support a recovery in shares.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Domino's Pizza (DPZ) shares fall after the company reported revenue for the first quarter that missed the average analyst estimate. Revenue $1.11 billion, +2.5% y/y, estimate $1.12 billion. The company didn't provide an outlook for 2025.
- Merck (MRK) shares rise after the company agreed to buy SpringWorks Therapeutics Inc. for $47 per share in cash, representing an equity value of about $3.9 billion and a 26% premium for SpringWorks. The acquisition is expected to boost Merck's health-care division.
- Airbus (AIR FP) shares rise after the company agreed to take over some assets and sites from Spirit AeroSystems Holdings Inc., clearing the way for Spirit to be acquired by Boeing Co. The deal includes Airbus taking over facilities in Kinston, North Carolina; France; Belfast, Ireland; and Prestwick, Scotland, with Airbus receiving a $439 million payment from Spirit and providing $200 million in credit lines.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Nvidia (NVDA) is down in early trading after China’s Huawei Technologies is reportedly getting ready to test a new and powerful artificial intelligence processor that the company hopes can replace some products made by Nvidia - that's according to the Wall Street Journal. The progress by the Shenzhen-based networking and electronics leader shows the resilience of China’s semiconductor industry in the face of efforts by the Trump administration to stymie it.
- Tesla (TSLA) is leading the Mag 7 premarket gains following its best week of 2025. Despite a less-than-great earnings last week, Tesla founder Elon Musk says he will put more focus on the company rather than government work, which has provided a boon for the stock.
- Deliveroo (DROOF) shares jumped more than 18%, the most since 2021, after the British delivery firm disclosed an acquisition offer from DoorDash. On Friday, Deliveroo said in a filing that it had received a cash offer from DoorDash at £1.80 per Deliveroo share. That would value the company at about $3.6 billion, according to calculations by Bloomberg.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Nvidia (NVDA) is down in early trading after China’s Huawei Technologies is reportedly getting ready to test a new and powerful artificial intelligence processor that the company hopes can replace some products made by Nvidia - that's according to the Wall Street Journal. The progress by the Shenzhen-based networking and electronics leader shows the resilience of China’s semiconductor industry in the face of efforts by the Trump administration to stymie it.
- Tesla (TSLA) is leading the Mag 7 premarket gains following its best week of 2025. Despite a less-than-great earnings last week, Tesla founder Elon Musk says he will put more focus on the company rather than government work, which has provided a boon for the stock.
- Dominos (DPZ) is down in the premarket after sales missed estimates and it didn't provide an outlook for 2025. Still, Q1 revenue was higher than estimates, offering a mixed quarter print overall. Dominos larger international exposure helped lift its results in a tough environment for restaurant stocks.
- Boeing (BA) shares are higher after it was upgraded by Bernstein, citing growth potential on the horizon. Bernstein upgraded the stock to outperform from market perform. Analysts led by Douglas Harned wrote “while we cannot assume all risks are gone, after high FAA scrutiny, BCA (Boeing Commercial Airplanes) should be on a much firmer path than in 2023”See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Mediobanca launched a surprise €6.3 billion ($7.2 billion) offer for the wealth management arm of Italian insurer Assicurazioni Generali SpA, opening a potential defense strategy for the Milan-based bank amid Italy’s intensifying deal wave.
- DoorDash has offered to buy UK-based Deliveroo Plc for $3.6 billion, marking a renewed attempt by the US company to expand into more overseas markets by buying smaller food delivery providers.
- France’s Banijay Group is working on plans for a takeover offer for ITV or its studio arm, Financial Times reported, citing two people familiar with the situation.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Intel (INTC) Chief Executive Officer Lip-Bu Tan gave investors a stark diagnosis of the chipmaker’s problems on Thursday, along with the sense that it will take a while to fix them. Tan, delivering his first earnings report as CEO, said Intel’s bureaucratic corporate culture needs a shake-up, so he’s going to cut jobs, remove layers of management and force everyone back to the office. His prescriptions for other areas of malaise — such as Intel’s struggling foundry business, which makes chips for outside customers — were more vague.
- Alaska Air (ALK) shares tumbled as much as 14% on Thursday, the most intraday since December 2023, after the carrier’s second-quarter forecast for adjusted earnings per share trailed the average analyst estimate. The company also said it would not update its full-year 2025 guidance and will provide an update later in the year.
- Hasbro (HAS) shares rose as much as 15%, the most intraday since April 2023, after the toy company’s adjusted EPS and net revenue easily topped Street expectations, driven by meaningfully better-than-expected revenue from its Wizards/Gaming unit. In addition, Hasbro is accelerating elements of its cost-savings program, and now targets $175 million to $225 million in gross savings this year as it searches for additional profit offsets, it said on the conference call.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- AppFolio (APPF) shares are down after the application software company reported first-quarter results that missed expectations.
- Carter's (CRI) shares also fell as much as 10% in trading after the children's apparel company suspended its financial guidance, citing its CEO transition and tariff uncertainty. The stock was down despite first-quarter sales topping Wall Street expectations.
- Saia (SAIA) shares also dropped over 30% during trading after the trucking company reported revenue and earnings per share for the first-quarter that missed analysts estimates. The firm also cited uncertainty as a factor. “Primarily resulting from an uncertain macroeconomic environment, we did not see the typical sequential growth in shipments through the quarter, with March shipments flat to February, causing our first quarter revenues to fall well below our expectations” CEO Fritz Holzgrefe said in a statement.
See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Alphabet (GOOGL) shares rise after the company reported first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Google Cloud brought in operating profit of $2.18 billion, beating analysts’ estimates for $1.94 billion despite slightly missing expectations on sales. The results indicate that Google may be eking out more profits from Cloud even as sales slow.
- T-Mobile (TMUS) shares drop after the company reported new mobile-phone subscribers that missed expectations. The weaker wireless number overshadowed otherwise positive financial results. The company raised its full-year profit forecast and expects adjusted full-year earnings of $33.2 billion to $33.7 billion before interest, taxes, depreciation and amortization.
- Intel (INTC) shares drop after Chief Executive Officer Lip-Bu Tan gave investors a stark diagnosis of the chipmaker’s problems on Thursday, along with the sense that it will take a while to fix them. What’s most clear is Intel’s short-term woes are even worse than feared. The company gave a revenue forecast for the current quarter that was well below what analysts projected.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Alphabet (GOOGL) shares rise after the company reported first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Google Cloud brought in operating profit of $2.18 billion, beating analysts’ estimates for $1.94 billion despite slightly missing expectations on sales. The results indicate that Google may be eking out more profits from Cloud even as sales slow.
- Apple (APPL) shares edged lower despite news it is seeking to import most of the iPhones it sells in the US from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and geopolitical tensions.
- Skechers (SKX) shares drop after the footwear company said it’s not providing financial guidance and withdrawing its previous annual outlook due to macroeconomic uncertainty stemming from global trade policies. The company also reported first-quarter sales that trailed Wall Street’s expectations.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Alphabet (GOOG) shares are higher this morning after reporting first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Alphabet's cloud business, Google Cloud, brought in operating profit of $2.18 billion, beating analysts' estimates, and search advertising generated $50.7 billion in sales.
- T-Mobile (TMUS) is to the downside this morning after the company reported new mobile-phone subscribers that missed expectations. Despite topping earnings and revenue estimates, the subscriber decline is concerning investors.
- Intel (INTC) shares are lower after its revenue forecast for the current quarter fell below analyst projections. The company is warning of a tariff-fueled recession that could hurt chip demand. CEO Lip-Bu Tan says the company's bureaucratic culture needs a shake-up, and plans to cut jobs, remove management layers, and require employees to work in-person four days a week.
- Skechers (SKX) is getting punished in the premarket as it became the latest company to pull guidance. The company says it’s not providing financial guidance and withdrawing its previous annual outlook due to macroeconomic uncertainty stemming from global trade policies. The company also reported first-quarter sales that trailed Wall Street’s expectations.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Alphabet (GOOG) shares are higher this morning after reporting first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Alphabet's cloud business, Google Cloud, brought in operating profit of $2.18 billion, beating analysts' estimates, and search advertising generated $50.7 billion in sales.
- Intel (INTC) shares are lower after its revenue forecast for the current quarter fell below analyst projections. The company is warning of a tariff-fueled recession that could hurt chip demand.
- T-Mobile (TMUS) is to the downside this morning after the company reported new mobile-phone subscribers that missed expectations. Despite topping earnings and revenue estimates, the subscriber decline is concerning investors.
- Skechers (SKX) is getting punished in the premarket as it became the latest company to pull guidance. The company says it’s not providing financial guidance and withdrawing its previous annual outlook due to macroeconomic uncertainty stemming from global trade policies. The company also reported first-quarter sales that trailed Wall Street’s expectations.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Michelin shares rise as much as 4% after the French tiremaker’s price/mix was seen as a key positive in its first quarter update. Overall guidance was reiterated, but meeting it will require a stronger performance through the remainder of the year, analysts said.
- Swedish defense manufacturer Saab AB sees customers increasingly focused on cutting down delivery times as many countries race to rearm in the face of deepening geopolitical tensions.
- Accor shares rise as much as 5.6% to the highest level this month. Analysts say the French hotel operator’s results are favorable, noting positive demand commentary and expectations for net unit growth throughout the year. While net unit growth was a slight miss in the first quarter, revenue per available room, or RevPAR, beat expectations.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Intel (INTC), the chipmaker attempting a comeback under new CEO Lip-Bu Tan, gave a weak forecast for the current period and said it’s cutting workers to bring costs in line with the business’s smaller size. Second-quarter revenue will be between $11.2 billion and $12.4 billion, the company said in a statement Thursday. That was well short of the $12.9 billion average analyst estimate, sending the shares down more than 6% in late trading.
- Alaska Air (ALK) shares tumbled as much as 14% on Thursday, the most intraday since December 2023. This comes after the carrier’s second-quarter forecast for adjusted earnings per share trailed the average analyst estimate. The company also said it would not update its full-year 2025 guidance and will provide an update later in the year.
- Hasbro (HAS) shares rose as much as 15%, the most intraday since April 2023. This comes after the toy company’s adjusted EPS and net revenue easily topped Street expectations, driven by meaningfully better-than-expected revenue from its Wizards/Gaming unit. In addition, Hasbro is accelerating elements of its cost-savings program, and now targets $175 million to $225 million in gross savings this year as it searches for additional profit offsets, it said on the conference call.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- American Airlines Group (AAL) shares are up. However, the company withdrew its full-year earnings outlook, joining a growing number of companies hedging their bets on the broader economy. The looming impact of higher costs from the Trump administration’s trade policy is making it difficult for Corporate America to forecast how the year will play out as consumers brace for economic pain.
- Comcast Corp. (CMCSA) shares fell to their lowest level in 2 1/2 years after the company reported first-quarter losses of pay-TV and broadband customers that exceeded analysts’ estimates, a reflection of the growing competition from streaming and wireless providers. Comcast, the largest US cable provider, lost 199,000 domestic broadband customers during the first quarter, according to a statement Thursday, steeper than analysts’ estimates of 144,500. Pay-TV customers shrank by 427,000, compared with Wall Street projections for a loss of 409,300.
- IBM (IBM) shares fell the most in a year on Thursday after reporting results that showed strong profit while also suggesting that economic uncertainty and US government cost cuts may dent the company’s business. First-quarter sales increased almost 1% to $14.5 billion, IBM said Wednesday in a statement. Profit, excluding some items, was $1.60 per share. Both results exceeded analysts’ average estimates, according to data compiled by Bloomberg.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- American Air (AAL) shares edge higher despite withdrawing its full-year earnings outlook due to economic uncertainty, following similar moves by Delta Air Lines and the parent of Frontier Airlines.
- Proctor & Gamble (PG) shares fell, after the company cut its annual sales and profit outlook due to tariffs and volatility in consumer demand, expecting organic sales growth of approximately 2% this year. CEO Jon Moeller said the company will likely roll out price increases next year to combat tariffs, and will seek to shift sourcing or change formulations to reduce exposure to tariffs before increasing prices.
- Newmont (NEM) shares rise after the gold miner reported earnings that beat analyst estimates. The precious metal also contributed to the gains as bullion surged on mixed signals from the US on plans for China tariffs.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- IBM (IBM) shares fall after the company reported its first-quarter results and gave an outlook. While analysts are broadly positive on the report, they failed to fully ease investor concerns. The company's CEO Arvind Krishna expressed caution about the economic environment, citing uncertainty that may cause clients to pause, and noted that the US government's cost-cutting actions have affected IBM's business.
- PepsiCo (PEP) shares drop after the company lowered its full-year profit outlook due to tariff headwinds and White House pressure, expecting 2025 earnings per share to be about even with 2024 based on constant currencies.
- American Air (AAL) shares edge higher despite withdrawing its full-year earnings outlook due to economic uncertainty, following similar moves by Delta Air Lines and the parent of Frontier Airlines.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Merck (MRK) shares are higher in spite of the company cutting its adjusted earnings per share forecast for the year and saying it expects to lose $200 million to already-announced tariffs in 2025 amid a roiling trade war between the US and China. Still, the company's first-quarter results beat estimates.
- PepsiCo (PEP) shares are down after lowering its full-year profit outlook due to unpredictable US trade policy and worsening consumer sentiment, driving up costs and denting demand for its products. PepsiCo expects 2025 earnings per share to be about even with 2024, and a low single-digit rise in organic revenue, citing volatility and uncertainty in global trade developments.
- American Air (AAL) shares dropped after it withdrew its full-year earnings outlook due to economic uncertainty, following similar moves by Delta Air Lines and the parent of Frontier Airlines. The airline cited weak domestic leisure travel and economic worries, and now expects a second-quarter adjusted profit of 50 cents to $1 a share, below analyst estimates.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Merck (MRK) shares are higher this morning despite the company cutting its adjusted earnings per share forecast for the year and saying it expects to lose $200 million to already-announced tariffs in 2025 amid a roiling trade war between the US and China. Still, the company's first-quarter results beat estimates.
- PepsiCo (PEP) shares are down after lowering its full-year profit outlook due to unpredictable US trade policy and worsening consumer sentiment, driving up costs and denting demand for its products. PepsiCo expects 2025 earnings per share to be about even with 2024, and a low single-digit rise in organic revenue, citing volatility and uncertainty in global trade developments.
- Texas Instruments (TXN) is on the upswing premarket as it offered a better-than-anticipated forecast for the current period due to improved demand for industrial and automotive components. The company's sales grew last quarter for the first time since 2022.
- Chipotle (CMG) is sliding in the premarket as it lowered its full-year outlook after quarterly sales declined for the first time in almost five years, citing economic uncertainty and consumer concerns about tariffs. Chipotle expects tariffs to hit second-quarter results by about 20 basis points, but is not planning to raise menu prices, and is looking to open as many as 345 restaurants this year despite potential tariff-related increases in building costs.See omnystudio.com/listener for privacy information.
- Visa fler
