Stock Movers

Today's biggest winners and losers in the stock market.
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 Scarlet Fu, Tim Stenovec, Carol Massar

- Meta Platforms (META) released a new artificial intelligence model called Muse Wonder, which the company claims is a big leap over its predecessors with "frontier capabilities". The model is said to be competitive with OpenAI's ChatGPT and Anthropic PBC's Claude, particularly in coding, financial, or legal questions, and will soon power the subscription version of Meta's personal AI agent Muse. Meta AI Chief Alexandr Wang says the company has tried to differentiate itself from competitors by focusing on big models for broad, consumer uses, and is already working on larger and more scaled models, as well as specialized versions that are efficient enough to deploy at massive scale. Meta’s shares rose as high as 4.7% on the announcement.

- IonQ (IONQ) declined 9.2% after the company said it would acquire enterprise security start-up Elisity for as much as $1.3 billion in an all-stock transaction. The stock dropped Monday on potential investor concerns that the company has scaled too quickly.

- Chipotle (CMG) shares are trading lower after Starbucks denied that it is considering acquiring the fast-casual chain. The deal rumors had sent Chipotle shares higher and Starbucks shares lower, with Chipotle investors looking forward to a potential reunion with Brian Niccol, who previously led Chipotle and is now CEO of Starbucks.

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Chipotle (CMG) shares are trading lower after Starbucks (SBUX) denied that it is considering acquiring the fast-casual chain. The deal rumors had sent Chipotle shares higher and Starbucks shares lower, with Chipotle investors looking forward to a potential reunion with Brian Niccol, who previously led Chipotle and is now CEO of Starbucks.

- Bristol Myers (BMY) shares erase earlier gains to fall as much as 3.9% after the drugmaker reported mixed results from a late-stage trial of its drug candidate for a lung disease, where a lower dose was more successful than a high-dose version of the therapy. Analysts tout concerns about the dose response, with RBC Capital Markets calling it “confounding” and requiring further explanation.

- Salesforce (CRM) shares jump after BofA Global Research raised the recommendation on the software company to buy from underperform, pointing to tailwinds from AI adoption. The firm said Salesforce's enterprise artificial-intelligence strategy has reduced risks of AI disruption and that large enterprises were unlikely to replace platforms like Salesforce that contain their business logic and data Salesforce has also signed a definitive agreement to acquire Loops, an AI-powered analytics platform that monitors business performance, explains metric changes and surfaces improvement opportunities using machine learning.

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On this episode of Stock Movers:

- Salesforce (CRM) shares gain. BofA Global Research raised the recommendation on the software company to buy from underperform, pointing to tailwinds from AI adoption.

- Adobe (ADBE) shares are down. Wells Fargo Securities downgraded the maker of software for creative professionals by two notches, to underweight from overweight.

- Chipotle (CMG) shares fall. Starbucks Corp. said it’s not buying Chipotle Mexican Grill Inc, seeking to tamp down speculation about what could have been one of the restaurant sector’s largest-ever deals. The company issued a statement on Monday following a report last week that Starbucks, run by former Chipotle Chief Executive Officer Brian Niccol, had worked on a takeover proposal. 

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On this episode of Stock Movers:

- Bristol Myers (BMY) shares climb. Bristol Myers Squibb Co.’s experimental drugs for treating a rare endocrine cancer and a deadly form of lung disease showed promise in late-stage studies, a potential boon for the pharmaceutical company’s new product pipeline. Wall Street has been eagerly anticipating both results, as the drugs use novel approaches for hard-to-treat conditions that impair patients’ quality of life and are eventually fatal. 

- Adobe (ADBE) shares drop. Wells Fargo Securities downgraded the maker of software for creative professionals by two notches, to underweight from overweight. 

- Salesforce (CRM) shares gain. BofA Global Research raised the recommendation on the software company to buy from underperform, pointing to tailwinds from AI adoption.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Amazon (AMZN) shares are moving on news it's in negotiations to acquire Decart AI, an artificial intelligence startup, in a deal that could be valued at around $7 billion, the Wall Street Journal reported.
The purchase could be wrapped up soon if the negotiations don’t collapse, the Journal said, citing people familiar with the matter.

- IonQ (IONQ) shares are moving after it agreed to buy Elisity for as much as $1.3 billion in an all-stock transaction to expand its cybersecurity platform. IonQ Chief Executive Officer Niccolo de Masi said the company will be well positioned to help customers protect critical infrastructure and enterprise networks throughout the transition to the quantum era.

- T-Mobile (TMUS) shares are rising after Raymond James upgraded the stock to outperform from market perform, noting that the recent pullback in shares has created a buying opportunity. Analyst Frank Louthan says the “recent fears over SpaceX competition are overblown, as it is three-plus years from becoming a reality.”

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Amazon (AMZN) shares are moving on news it's in negotiations to acquire Decart AI, an artificial intelligence startup, in a deal that could be valued at around $7 billion, the Wall Street Journal reported.The purchase could be wrapped up soon if the negotiations don’t collapse, the Journal said, citing people familiar with the matter.
- T-Mobile (TMUS) shares are rising after Raymond James upgraded the stock to outperform from market perform, noting that the recent pullback in shares has created a buying opportunity. Analyst Frank Louthan says the “recent fears over SpaceX competition are overblown, as it is three-plus years from becoming a reality.”
- Sandisk (SNDK) is falling as investor worries rise on how memory and software stocks will be impacted by the AI trade.
- Stellantis (STLA) shares are moving after CEO Antonio Filosa says each of the company’s 14 brands have a unique role to play, making a Europe-US split of the company “not plausible at all,” he tells Caroline Connan at the Peugeot stand. Speculation on a possible split has been mounting in recent weeks due to the stock trading at all time lows. It also follows headlines the European Union will cap the import of Chinese hybrid vehicles at 350,000 cars per year, with the safeguard measure taking effect as soon as Dec. 1.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Hays shares fall as much as 12%, the most since June 2025, after a trading update from the recruitment firm flagged weakness in permanent hiring.
- Cranswick shares rise as much as 4.9%, the most since May, after an upgrade by Peel Hunt gave it a clean sweep of buy ratings. Analysts note the stock has weakened despite the meat product specialist continuing to deliver a good performance.
- Hacksaw slumps as much as 29%, the most on record, after the Swedish online gambling and gaming company says third-quarter total revenue growth was below its historical growth pace.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Tech hardware stocks are worsening a sell off from the US session as opposition builds to data centres and AI security concerns keep building. SK Hynix drops as much as 4.5%
- Banks in Asia settle down as an energy ceasefire between Russia-Ukraine dents oil and thus inflation. Westpac climbs as much as 2.7%
- Meanwhile military plays in Korea are hit by news of the Russia-Ukraine deal. LIG climbs as much as 2.9%.

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Bloomberg’s Nathan Hager focuses on three stocks for the week ahead. They include: JPMorgan Chase, Goldman Sachs, and Bank of America

Nathan previews what to expect from these companies in the week ahead with Herman Chan, Senior Analyst, US Banks for Bloomberg Intelligence.

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Today's biggest winners and losers in the stock market, a look at the notable movers: 

On this episode of Stock Movers:

- Intel(INTC) fell this week as technology stocks weakened amid broader market selling. Intel will continue working with Elon Musk on his Terafab chipmaking project despite Musk’s discussions with rival Taiwan Semiconductor Manufacturing Company Limited. Intel shares have gained 193.2% over the past 12 months, leaving room for profit-taking following their strong rally.

- Schneider Electric (SU) fell as much as 10% in Paris, the most since January 2025, as an agreement to acquire PTC draws a cautious initial response from analysts. Concerns center on the size and financing of the transaction, as well as uncertainty over AI disruption and whether the deal can strengthen Schneider’s competitive position. Still, analysts see strategic merit in expanding the energy-management and automation company’s industrial software offering. PTC soared on the news.

- Skyworks (SWKS) announced this week the successful completion of its combination with Qorvo. The close of the transaction creates a U.S.-based, global leader in high-performance radio frequency (RF), power management, and analog and mixed-signal semiconductor solutions. Stock this week was mixed. 

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Today's biggest winners and losers in the stock market.
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, Jess Menton, Carol Massar
- Humana (HUM) shares surged as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. The company’s largest Medicare Advantage contract with more than 2 million members improved its rating above the threshold to earn bonus payments, according to data released from the Centers for Medicare and Medicaid Services. The quality measures, called Star ratings, can translate to bonuses worth billions of dollars for companies if their plans have four or more stars.

- Webull Corp. shares rise after Scotiabank raised its recommendation on the exchange to sector outperform from sector perform after the recent selloff in shares. Analyst Lance Jessurun sees the risk for Webull shares now priced in after the recent selloff on the China report and notes that revenues and profits continue to rise

- Delta Air Lines (DAL) reduced its full-year earnings outlook due to elevated jet fuel prices, expecting adjusted earnings of $5.10 to $5.60 per share in 2026. The airline expects to absorb approximately $6 billion in additional fuel costs this year compared with 2025, citing the war in the Middle East as a factor. Delta's Chief Executive Officer Ed Bastian said he expects flying demand to hold up despite higher ticket prices, noting that "the market has accepted these price points" and that travel is a priority for wealthier consumers.

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Humana (HUM) shares surged as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. The company’s largest Medicare Advantage contract with more than 2 million members improved its rating above the threshold to earn bonus payments, according to data released from the Centers for Medicare and Medicaid Services. The quality measures, called Star ratings, can translate to bonuses worth billions of dollars for companies if their plans have four or more stars.

- Telecom stocks were seeing their worst daily drops in over a decade, with Verizon and other telecommunications stocks dropping on Friday. SpaceX's announcement that it was buying low-band spectrum has driven the drops, as the company plans to use the spectrum to "pave the way for Starlink Mobile to become a major mobile carrier in the U.S." Shares of Verizon, AT&T, and T-Mobile were down.

- Apple (AAPL) shares are down 1.83%% on Friday, after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.

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On this episode of Stock Movers:

-Tesla (TSLA) shares gain. Tesla Inc. is backing away from its Full Self-Driving branding to help secure approval for the driver-assistance system in Europe. The automaker has begun using the name “Tesla Assisted Driving” on its European websites, while the US version of the site continues to use “Full Self-Driving (Supervised)” Tesla’s driver-assistance branding has been a point of contention with regulators, safety advocates and some customers, who say the name gives the impression of full autonomy.

-Apple (APPL) shares drop after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.

-Netflix (NFLX) shares drop. Netflix is planning a major round of layoffs coming as soon as next week would cut about 5% of its headcount, according to a new report. The streaming giant plans a significant restructuring that “will impact” about 5% of staffers and “could be announced as early as next week,” according to a report by Puck News citing anonymous sources.

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On this episode of Stock Movers:

-Humana (HUM) shares surge. The company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. The company’s largest Medicare Advantage contract with more than 2 million members improved its rating above the threshold to earn bonus payments, according to data released from the Centers for Medicare and Medicaid Services.

-Lumentum (LITE) shares are up. Lumentum Holdings Inc.’s optical components are “completely sold out” through early 2029 on demand from tech companies clamoring for faster AI data centers, according to its chief executive officer.

-T-Mobile (TMUS) shares drop. This comes with news that Space Exploration Technologies, or SpaceX, plans to buy significant wireless spectrum, bolstering its Starlink service.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Delta (DAL) shares are sliding after the company reduced its full-year earnings outlook due to high jet fuel prices stemming from the war in the Middle East.

- Humana (HUM) is surging as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. Shares of CVS meanwhile fell as ratings for some of its largest plans deteriorated, while UnitedHealth shares were little changed in premarket trading.

- Apple (AAPL) shares are slipping after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Delta (DAL) shares are sliding after the company reduced its full-year earnings outlook due to high jet fuel prices stemming from the war in the Middle East.
- SpaceX (SPCX) shares are moving after the company announced an agreement to acquire a nationwide low-band spectrum license portfolio, the company says in a post on X. The license portfolio will be up to 14 megahertz of paired spectrum in the 800 MHz band.
- Apple (AAPL) shares are slipping after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.
- Humana (HUM) is surging as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. Shares of CVS meanwhile fell as ratings for some of its largest plans deteriorated, while UnitedHealth shares were little changed in premarket trading.
- Lumentum (LITE), which is backed by Nvidia, is moving as the company's optical components are "completely sold out" through early 2029 due to demand from tech companies for faster AI data centers. Lumentum plans to invest at least $350 million in its key factory and a neighboring facility to ramp up capacity and meet runaway demand for its products.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:

- Airtel Money has been admitted to the Main Market of the London Stock Exchange under ticker AMC, with unconditional trading expected to begin Oct. 14, according to terms seen by Bloomberg.- Salzgitter rises as much as 8.4% after UBS upgraded the German steelmaker to buy from neutral, saying the company is the highest-beta play on a European steel rally.
- Anthony Vaccarello is leaving Yves Saint Laurent after a decade at the creative helm of the Parisian fashion label that’s part of the struggling luxury group Kering.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Airtel Money has been admitted to the Main Market of the London Stock Exchange under ticker AMC, with unconditional trading expected to begin Oct. 14, according to terms seen by Bloomberg.
- According to Bloomberg Intelligence, Deutsche Telekom can surpass midterm cash-flow consensus, with analysis pointing to upside of as much as 9% to 2028 free-cash-flow estimates.
- Rheinmetall’s medium-term outlook lacks certainty without significant additional contract wins, Berenberg writes in a note downgrading the defense firm to hold from buy.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- SoftBank seeks to raise as much as $100 billion from Gulf investors to help it amp up its bets on AI, the Financial Times reported, citing people familiar with the matter.
- Tata Steel trades at a 15% discount to peers on forward EV/Ebitda of 9.5x vs. the 11.2x peer median. Though narrower than the 37% gap seen earlier this year, the discount remains notable
- Japan Tobacco, Bandai Namco and Nissan Chemical were three stocks in the Nikkei 225 that set a record high in today’s session.

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Today's biggest winners and losers in the stock market, a look at the notable movers: 

On this episode of Stock Movers:

- Chipotle Mexican Grill (CMG) shares jumped after the Financial Times reported that Starbucks Corp. has worked with advisers on a takeover proposal for the burrito chain. A Starbucks spokesperson said the company doesn’t “comment on rumors and speculation” and the team is focused on its “Back to Starbucks” turnaround plan. Analysts expressed skepticism about a potential deal given the vast differences between the two businesses, but noted that access to Chipotle’s supply chain could provide some justification for the potential overture.

- GlobalFoundries (GFS) shares gained as much as 7% after the chip manufacturer announced a five-year, $2 billion deal to provide US production capacity to Taiwan Semiconductor Manufacturing Co. GlobalFoundries will help supply components known as silicon interposers under the agreement, and will rely on manufacturing at its facility in Malta, New York. The company expects to begin ramping up volume production of the TSMC components in the first half of 2028.

- Nvidia (NVDA) slid along with other tech companies with AI ties on a reporting from the Financial Times that OpenAI told investors that its annualized revenue might come in significantly lower than initially thought.

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Today's biggest winners and losers in the stock market. 

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, Jess Menton, Carol Massar and Stacey Vanek Smith. 

- Constellation Brands (STZ) shares gained on Thursday, even as analysts remain split following its mixed quarterly report earlier this week. While Freedom Broker raised the recommendation on the Modelo beer maker to buy from hold, HSBC downgraded the stock to hold from buy.

- Chipotle Mexican Grill (CMG) shares jumped after the Financial Times reported that Starbucks (SBUX) has worked with advisers on a takeover proposal for the burrito chain. The status of the takeover plans couldn’t be immediately learned and a mega deal of this size might never get off the ground, according to people familiar with the matter. Analysts expressed skepticism about a potential deal given the vast differences between the two businesses, but noted that access to Chipotle’s supply chain could provide some justification for the potential overture. Chipotle shares surged as much as 8.6% in New York trading on Thursday. The stock has fallen about 20% over the past year. Starbucks declined as much as 6.7%, the most intraday in more than a year, before paring its drop.

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Today's biggest winners and losers in the stock market, a look at the notable movers:

On this episode of Stock Movers:

- Chipotle Mexican Grill (CMG) shares jumped after the Financial Times reported that Starbucks has worked with advisers on a takeover proposal for the burrito chain. The status of the takeover plans couldn’t be immediately learned and a mega deal of this size might never get off the ground, according to people familiar with the matter. Analysts expressed skepticism about a potential deal given the vast differences between the two businesses, but noted that access to Chipotle’s supply chain could provide some justification for the potential overture.

- Levi (LEVI) posted the slowest growth in its direct-to-consumer channels since late 2022, in part due to a marketing misstep. Revenue generated from Levi’s own stores and website grew 2% in the third quarter, with the company raising its full-year earnings outlook. The company expects direct-to-consumer growth for the current quarter to increase by a mid-single digit, after changing its marketing to focus on low-rise jeans.

- Latham Group (SWIM) fell 7.8%. Trading volume was seven times the average for this time of day. The shares declined to $5.87, lower than any close since Aug. 4, from $6.37. The stock was the worst performer among its peers.

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On this episode of Stock Movers:

- Starbucks (SBUX) The Financial Times reported that Starbucks Corp. has worked with advisers in recent months on a takeover proposal for the burrito chain. The status of the takeover plans couldn’t be immediately learned and a mega deal of this size might never get off the ground, the Times said, citing people familiar with the matter. Brian Niccol, Starbucks’ chief executive officer since 2024, previously was the top executive at Chipotle.

- IREN (IREN) shares are sliding following critical reports of facility reliability issues at its Canadian data centers combined with broader sector pressure on capital-heavy AI infrastructure builders.

- Helen of Troy (HELE) shares soar after the consumer goods company boosted its adjusted earnings per share forecast for the full year. The improved outlook exceeded the average analyst estimate.

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On this episode of Stock Movers:

-Palantir (PLTR) shares are rallying on Thursday, after Goldman Sachs upgraded the software company to buy from neutral, noting that the stock has underperformed this year. Analyst Gabriela Borges says the total addressable market “may be setting up for another step function change in depth, because of the shift to sovereign AI, bespoke applications, and Palantir’s newer verticalization strategy”

-PepsiCo (PEP) shares gain. PepsiCo Inc. shares rise the most intraday since August, after the food and beverage company posted organic revenue and core profit for the third quarter that came in ahead of expectations. Analysts also note strong growth for the firm outside the US. Still, Pepsi cut its full-year core constant currency EPS forecast, reflecting margin pressures the company expects in its North America business

- Spotify (SPOT) Technology shares rise. Spotify has renewed a multiyear licensing agreement with Joe Rogan, the world’s most popular podcaster. The Joe Rogan Experience is the world’s most popular podcast, with 18 million followers, according to Spotify. The pact is worth about $250 million, the Wall Street Journal reported, citing unnamed people familiar with the matter.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- PepsiCo (PEP) shares are lower after the company decreased its profit outlook, with its recovery in North America taking longer than expected. PepsiCo faces higher costs in North America that are weighing on margins, and will be raising some prices in the coming months after cutting prices on some marquee brands earlier this year.

- Microsoft (MSFT) shares are following news the company's Xbox unit is formalizing its film and TV foray with a new division called XP to expand its franchises into other media.

- Levi Strauss (LEVI) is lower after it posted the slowest growth in its direct-to-consumer channels since late 2022, in part due to a marketing misstep. The company expects direct-to-consumer growth for the current quarter to increase by a mid-single digit, after changing its marketing to focus on low-rise jeans.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Taiwan Semiconductor (TSM) shares are moving on news Samsung earned a nearly nine-fold rise in quarterly operating profit, and Taiwan Semiconductor Manufacturing Co.’s sales jumped 51%, reflecting the spoils of relentless spending on AI infrastructure. Investors are questioning how long AI spending can last, especially as companies’ big capex plans come under pressure because of rising borrowing costs around the world.
- Applied Digital (APLD) is lower as it reported adjusted loss per share for the first quarter of 1.0c vs. loss/shr 3.0c y/y. The company expects initial operations at Polaris Forge 2 in Harwood to increase delivered critical IT load across our North Dakota campuses to 300 MW by the end of calendar 2026
- Wolfspeed (WOLF) shares are gaining on news the Department of Defense announces a $1.5b conditional loan commitment to the company, according to a press release. The company says it would be required to issue to the Defense Department VWAP-based warrants to purchase, in the aggregate, up to 7.5% of Wolfspeed’s fully diluted equity.
- Levi Strauss (LEVI) is lower after it posted the slowest growth in its direct-to-consumer channels since late 2022, in part due to a marketing misstep. The company expects direct-to-consumer growth for the current quarter to increase by a mid-single digit, after changing its marketing to focus on low-rise jeans.Eric Mollo

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shares of Monte Paschi fell as much as 6.1% in Milan to their lowest level since June after Italian constructions magnate Francesco Gaetano Caltagirone company’s board plans on rejecting Monte Paschi’s twin bids for Banco BPM and Banca Generali at the next shareholder meeting, according to an emailed statement.
- Aberdeen cut its stake in Standard Life by roughly half, as the UK wealth platform and asset manager looks to strengthen its balance sheet and fund growth.
- Argenx ended a late-stage trial of its best-selling medicine Vyvgart for a chronic autoimmune disorder after a monitoring panel said the study was unlikely to succeed.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Tesco shares rise as much as 3.9% as analysts said the company’s first-half results were strong and pointed to a £200m increase in share buyback plans. Tesco narrowed its adjusted operating profit forecast for the full year, raising the lower end of its guidance range.
- Imperial Brands shares rise as much as 4% after the company reaffirmed its adjusted operating profit forecast for the full year.
- Zealand Pharma is cut to hold from accumulate at KBC, with analysts saying they have reduced commercial assumptions for key company assets due to petrelintide trial results, survodutide’s high discontinuation rates and pricing pressure in obesity.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Samsung’s shares erased early gains to drop as much as 0.9%, after investors looked past its record quarterly profit to focus on the sustainability of AI spending in a higher yields environment.
- DBS shares extend their slide to as much as 5.1%, the biggest drop since April 2025.
- TSMC reported a 51% rise in quarterly revenue, a positive signal for investors trying to gauge the sustainability of a global AI infrastructure buildout.

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Levi Strauss (LEVI) posted the slowest growth in its direct-to-consumer channels since late 2022, in part due to a marketing misstep. Revenue generated from Levi's own stores and website grew 2% in the third quarter, with the company raising its full-year earnings outlook. The company expects direct-to-consumer growth for the current quarter to increase by a mid-single digit after changing its marketing to focus on low-rise jeans.

- Webull (BULL) shares fell as much as 24%, the most since April 2025, after CNBC reported that the US House Select Committee on China is set to release a report on Wednesday that Webull is tied structurally to China’s government, raising national security concerns.

- Wolfspeed (WOLF) today announced it has received a conditional loan commitment letter from the U.S. Department of War through its Office of Strategic Capital, for up to $1.5 billion of long-term financing to support the domestic development and production of silicon carbide materials and wide bandgap power devices, with an additional focus on U.S. national security applications. Wolfspeed would be required to issue to the Defense Department VWAP-based warrants to purchase, in the aggregate, up to 7.5% of Wolfspeed’s fully diluted equity, company says. Stock gains 27% in post-market trading

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Today's biggest winners and losers in the stock market.
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 Scarlet Fu, Jess Menton, Carol Massar and Lisa Mateo

- Micron Technology (MU) shares are up 3.1% on Wednesday, after D.A. Davidson raised its price target on the memory chipmaker to a Street-high view of $3,000, seeing long-term tailwinds related to AI. Analyst Gil Luria recently met with Micron’s management team, and “concluded that investors are early in their journey of understanding MU’s value and believe that journey will lead them to assigning a far higher multiple”

- Webull (BULL) shares fell as much as 24%, the most since April 2025, after CNBC reported that the US House Select Committee on China is set to release a report on Wednesday that Webull is tied structurally to China’s government, raising national security concerns.

- A measure of SpaceX’s (SPCX) credit risk surged to a fresh high and the company’s bonds weakened in the secondary market on Wednesday, following reports the company is in talks with banks and investors to raise $40 billion to buy chips from Nvidia Corp. The price of five-year credit default swaps on the company’s debt rose as much as 0.167 percentage point to around 197.6 basis points a year, according to ICE Data Services, which is the highest intraday level since the swaps started actively trading in June. SpaceX is looking to raise $40 billion in what would be among the biggest-ever debt financings for the AI buildout, with the company’s fundraising discussions in an early stage and could end without a deal being completed, according to people familiar with the matter.

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- A measure of SpaceX’s (SPCX) credit risk surged to a fresh high and the company’s bonds weakened in the secondary market on Wednesday, following reports the company is in talks with banks and investors to raise $40 billion to buy chips from Nvidia Corp. The price of five-year credit default swaps on the company’s debt rose as much as 0.167 percentage point to around 197.6 basis points a year, according to ICE Data Services, which is the highest intraday level since the swaps started actively trading in June. SpaceX is looking to raise $40 billion in what would be among the biggest-ever debt financings for the AI buildout, with the company’s fundraising discussions in an early stage and could end without a deal being completed, according to people familiar with the matter.

- Ford (F) shares fall 1.5% Wednesday, and General Motors stock drops 0.8% as UBS analyst Joseph Spak lowered his price target on the carmakers. Spak said he expects Ford to report in-line results for the third quarter “We had seen a larger beat in the quarter but incorporated the impact from F-150 production downtime owing to a supplier disruption,” he said

- Micron Technology (MU) shares are up 3.1% on Wednesday, after D.A. Davidson raised its price target on the memory chipmaker to a Street-high view of $3,000, seeing long-term tailwinds related to AI. Analyst Gil Luria recently met with Micron’s management team, and “concluded that investors are early in their journey of understanding MU’s value and believe that journey will lead them to assigning a far higher multiple”

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On this episode of Stock Movers:

- JetBlue (JBLU) shares are mixed. JetBlue Airways Corp. won approval from the US Federal Aviation Administration to take over Spirit Airlines’ takeoff and landing slots at New York’s LaGuardia Airport. The regulator granted the transfer on the condition that JetBlue cannot lease or trade any of the 22 slots to another carrier until after April 2028, according to a notice released Tuesday. 

- Arlo Technologies (ARLO) shares drop. Shares of makers of smart doorbells, locks and thermostats are falling as Apple is said to be getting into smart home devices developed through an unusual partnership with LG Electronics.

- Penguin Solutions (PENG) shares rise. The company reported EPS and sales above estimates. Trading volume was 34 times the average for this time of day.

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On this episode of Stock Movers:

- Webull (BULL) shares sink as much as 24%, the most since April 2025, after CNBC reported that the US House Select Committee on China is set to release a report on Wednesday that Webull is tied structurally to the government in China, raising national security concerns.

- SpaceX (SPCX) shares fall. SpaceX is seeking to raise $40 billion in a financing effort led by Apollo Global Management to purchase Nvidia chips, the Financial Times reports, citing unidentified people familiar with the matter. SpaceX is seeking to raise about $10b in bank loans and $30b in investment-grade debt to fund the chip order.

- Constellation Brands (STZ) shares slide. The maker of Modelo Especial and Corona Extra reaffirmed its comparable earnings per share forecast for the full year. The company also announced the acquisition of SpikedAde, a vodka-based drink brand. 

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Constellation Brands (STZ) is lower after the maker of Modelo Especial and Corona Extra reaffirmed its comparable earnings per share forecast for the full year. The company also announced the acquisition of SpikedAde, a vodka-based drink brand.

- SpaceX (SPCX) shares are lower this morning as Elon Musk’s SpaceX is in talks with banks and investors to raise $40 billion to buy chips from Nvidia. SpaceX’s fundraising discussions are in an early stage and could end without a deal being completed, with Pacific Investment Management Co. and Apollo Global Management Inc. involved.

- Intel (INTC) shares are higher as CEO Lip-Bu Tan said the company will continue working with Elon Musk on Terafab.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- SpaceX (SPCX) shares are lower this morning as Elon Musk’s SpaceX is in talks with banks and investors to raise $40 billion to buy chips from Nvidia. SpaceX’s fundraising discussions are in an early stage and could end without a deal being completed, with Pacific Investment Management Co. and Apollo Global Management Inc. involved.
- Constellation Brands (STZ) is lower after the maker of Modelo Especial and Corona Extra reaffirmed its comparable earnings per share forecast for the full year. The company also announced the acquisition of SpikedAde, a vodka-based drink brand.
- Intel (INTC) shares are higher as CEO Lip-Bu Tan said the company will continue working with Elon Musk on Terafab.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Pennon shares fall as much as 17%, the most in over five years, after the UK water utility announced a £550m rights issue and rebased its dividend to fund a larger investment program.
- Porsche plans to increase prices of its top-end sportscars by an average of 20%, including the introduction of a new model that will sit above the longtime flagship 911 in the lineup, as it seeks to revive flagging profits.
- BE Semiconductor shares drop as much as 6.3% after UBS downgraded the stock to sell from buy, citing a slower adoption of hybrid bonding among memory chipmakers due to a supply crunch.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Weichai Power’s Hong Kong-listed shares advance as much as 5.4% after JPMorgan raised its price target, citing a more robust shipment outlook, margin resilience, accelerating AI data-center momentum and solid oxide fuel cell commercialization.
- SK Hynix shares decline as much as 2.7% to the lowest since Sept. 16, ahead of the lockup for its ADRs expiring on Oct. 8.
- Genscript Biotech drops to lead Chinese healthcare stocks lower, with investor sentiment hit after Cathie Wood’s ARK Invest cut its position in US peer Twist Bioscience.

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Constellation Brands (STZ) shares are down 4.9% in postmarket trading Tuesday after the beverage company reaffirmed its comparable earnings per share forecast for the full year.

- Seagate Technology (STX) shares are down 9.1% on Tuesday, after Bloomberg News reported that the company, along with Toshiba, is locked in a contest for TDK Corp.’s magnetic-heads business for hard-disk drives. Western Digital is down 6.4%

- Biotech stocks took a hit Tuesday, with Vaxcyte, Moderna and Revolution Medicines posting some of the steepest losses. The Medical-Development Biotech industry group toppled, while the revenue-winning biotech group tumbled and the profitable biotechs rose. The end of the year could be a stronger period for biotech stocks, with conferences like the European Society of Medical Oncology meeting giving biopharma companies the chance to present potentially stock-stoking data.

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Today's biggest winners and losers in the stock market.
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 Scarlet Fu, Carol Massar and Norah Mulinda
- Constellation Energy (CEG) shares are higher on news Google and Constellation Energy announced a long-term deal to bring 890 MW of new nuclear capacity on the PJM grid in Illinois, Pennsylvania and New Jersey.

- Biotech stocks took a hit Tuesday, with Vaxcyte, Moderna and Revolution Medicines posting some of the steepest losses. The Medical-Development Biotech industry group toppled, while the revenue-winning biotech group tumbled and the profitable biotechs rose. The end of the year could be a stronger period for biotech stocks, with conferences like the European Society of Medical Oncology meeting giving biopharma companies the chance to present potentially stock-stoking data.

- Marvell Technology (MRVL) shares rise as much as 11%, the most intraday since late August, after the company raised its revenue guidance for fiscal year 2028 to $20 billion, topping the average analyst estimate.

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Google parent Alphabet (GOOGL) agreed to buy nuclear power from Constellation Energy Corp. in a 20-year power-purchase agreement that will drive more than $4.3 billion in investments to upgrade systems at 11 Constellation reactors. The agreement will add 890 megawatts of new reactor capacity and the electricity will start arriving on the grid as soon as 2028, with Constellation shares rising as much as 15% in New York. The deal is part of a trend of tech companies investing in nuclear energy to support their operations, with other companies such as Amazon.com Inc., Walmart Inc., and Microsoft Corp. also signing agreements with Constellation and other nuclear power producers. Constellation shares rose as much as 15% in New York, in biggest intraday jump since April, while Alphabet’s stock fell as much as 0.5%.

- Marvell Technology (MRVL) shares rise as much as 11%, the most intraday since late August, after the company raised its revenue guidance for fiscal year 2028 to $20 billion, topping the average analyst estimate.

- Empire State Realty Trust (ESRT) is trading higher by 4.7% on Tuesday after a 13D filing late Monday showed Bruce Schanzer’s Erez Asset Management took a 10-million-share (5.8%) stake in the office landlord, calling the stock undervalued.

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On this episode of Stock Movers:

- Nike (NKE) shares fall after the company was downgraded to sell from hold at Berenberg, which sees another 19% downside for the shares amid challenges with its position in the sportswear market and in China. Analyst Nick Anderson says “Nike appears to have accepted a smaller place in sportswear,” with a “proliferating number of challengers across increasingly fragmented local and category niches”

- P&G (PG) shares rise. Procter & Gamble Co. shares are up after Evercore ISI upgraded the maker of consumer products to outperform from inline, citing an improved growth outlook going forward.

- Chevron (CVX) shares gain. A US ban on diesel exports could result in higher prices in some parts of the country as well as causing issues with other nations that rely on American supplies, Chevron Corp. Chief Executive Officer Mike Wirth said on Tuesday.

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On this episode of Stock Movers:

- Constellation Energy (CEG) shares rise. Google parent Alphabet Inc. agreed to buy nuclear power from Constellation Energy Corp. in a 20-year power-purchase agreement that will drive more than $4.3 billion in investments to upgrade systems at 11 Constellation reactors.

- Advanced Micro Devices (AMD) shares gain. The chipmaker’s CEO predicted “very high” chip demand over the next few years. Separately, analysts raised their price targets on the stock, citing growth from AI agent products.

- Seagate (STX) shares plunge. Seagate Technology Holdings Plc and Toshiba Corp. are competing to acquire TDK Corp.'s magnetic-heads business for hard-disk drives. The acquisition is expected to be worth as much as several billion dollars and would give the winning bidder a critical part of the supply chain.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Option Care Health (OPCH) shares jumped after the Financial Times reports that McKesson and PE firm Clayton Dubilier & Rice are closing in on a deal to buy the provider of medical infusion services, that would value the business at more than $5b including debt.

- Constellation Energy (CEG) shares are higher on news Google and Constellation Energy announced a long-term deal to bring 890 MW of new nuclear capacity on the PJM grid in Illinois, Pennsylvania and New Jersey.

- SpaceX (SPCX) shares are the most actively traded in the premarket as NASA is close to announcing a bulk purchase of rocket launches to fuel its $30 billion drive to build a permanent base on the moon for humans to live and work. It also made Elon Musk a trillionaire once again.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Constellation Energy (CEG) shares are higher on news Google and Constellation Energy announced a long-term deal to bring 890 MW of new nuclear capacity on the PJM grid in Illinois, Pennsylvania and New Jersey.
- Option Care Health (OPCH) shares jumped after the Financial Times reports that McKesson and PE firm Clayton Dubilier & Rice are closing in on a deal to buy the provider of medical infusion services, that would value the business at more than $5b including debt.
- Seagate Technology Holdings (STX) shares are moving on news it and Toshiba are competing to acquire TDK Corp.'s magnetic-heads business for hard-disk drives. A deal would give the winner more pricing power and could limit the ability of its rivals to ramp up output in the increasingly important AI data center landscape.
- Nike (NKE) is moving on after it was downgraded to sell from hold at Berenberg, which sees another 19% downside for the shares amid challenges with its position in the sportswear market and in China.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Genmab and AbbVie’s epcoritamab & R-CHOP combination for Diffuse large B-cell lymphoma cut the risk of disease progression or death by 51%, according to phase 3 topline data. Analysts say the positive results help de-risk sales expectations, with progression-free survival rate ahead of expected bar.
- BPCE acquired a stake of about 7% in Spain’s Banco Sabadell SA as Chief Executive Officer Nicolas Namias seeks to expand business outside the French home market.
- Vend Marketplaces shares fall as much as 9.7% as Nordea analysts downgrade the stock to sell from buy on the risk that consumers using AI agents to access inventory could cause the classifieds platform to lose control of traffic and monetization.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Genmab and AbbVie’s epcoritamab & R-CHOP combination for Diffuse large B-cell lymphoma cut the risk of disease progression or death by 51%, according to phase 3 topline data. Analysts say the positive results help de-risk sales expectations, with progression-free survival rate ahead of expected bar.
- BPCE acquired a stake of about 7% in Spain’s Banco Sabadell SA as Chief Executive Officer Nicolas Namias seeks to expand business outside the French home market.
- Vend Marketplaces shares fall as much as 9.7% as Nordea analysts downgrade the stock to sell from buy on the risk that consumers using AI agents to access inventory could cause the classifieds platform to lose control of traffic and monetization.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- TDK shares are up as much as 6.4% after strong gains yesterday, as traders put money into niche corners of the AI ecosystem including component makers and stocks linked to the data center build-out.
- Asian Defense stocks such as Hyundai Rotem are down despite ongoing global conflicts, mirroring the drawdown in US defense names amid speculation that after the midterm elections there could be pressure to reduce military spending around the world.
- Chinese tech names are finally have a good day as Huawei's LogicFolding chips get the validation of a licensing agreement with Qualcomm.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:

- Elon Musk’s SpaceX (SPCX) is proposing to build a natural gas pipeline in Florida to deliver fuel for its Starship rockets launched from Cape Canaveral. The pipeline would serve SpaceX facilities and meet the company’s growing need for gas, which it liquefies to use as rocket fuel. SpaceX uses methane, the primary component in natural gas, in liquid form as a propellant for its Starship rockets and currently receives trucked deliveries of liquefied natural gas. Also, shares gained 5.1% after Morgan Stanley analysts say Elon Musk’s satellite, space and AI conglomerate is one of the cheapest ways to play “the strong optionality” of the space and intelligence economy.

- Block & Leviton is investigating Lennar Corporation (LEN) for potential securities law violations. Millrose was spun off from Lennar in 2025. Despite the separation, the companies continue to have significant business and other relationships, and the Miller family, which is closely associated with Lennar, holds substantial voting power at Millrose. As a result, Lennar Corp. fell 6.7%.

- CH Robinson Worldwide (CHRW) shares fall 13%, the most intraday since late July, after the freight broker announced an agreement to acquire peer RXO in a stock-and-cash deal valued at about $5.8 billion. RXO shares jump 22%, the most intraday since June 2024. The deal represents a 29% premium to RXO’s closing price on Friday. BI analyst Lee Klaskow writes that the purchase combines the No. 1 and 3 brokers and furthers Robinson’s position as the largest North American broker by revenue

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Today's biggest winners and losers in the stock market.
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 Scarlet Fu, Carol Massar and Norah Mulinda
- PTC (PTC) shares are rallying as Schneider Electric agreed to buy PTC for about $22.6 billion in an all-cash deal to tap into the artificial-intelligence boom.

- Elon Musk’s SpaceX (SPCX) is proposing to build a natural gas pipeline in Florida to deliver fuel for its Starship rockets launched from Cape Canaveral. The pipeline would serve SpaceX facilities and meet the company’s growing need for gas, which it liquefies to use as rocket fuel. SpaceX uses methane, the primary component in natural gas, in liquid form as a propellant for its Starship rockets and currently receives trucked deliveries of liquefied natural gas. Also, shares gained 5.1% after Morgan Stanley analysts say Elon Musk’s satellite, space and AI conglomerate is one of the cheapest ways to play “the strong optionality” of the space and intelligence economy.

- CH Robinson Worldwide (CHRW) shares fall 13%, the most intraday since late July, after the freight broker announced an agreement to acquire peer RXO in a stock-and-cash deal valued at about $5.8 billion. RXO shares jump 22%, the most intraday since June 2024. The deal represents a 29% premium to RXO’s closing price on Friday. BI analyst Lee Klaskow writes that the purchase combines the No. 1 and 3 brokers and furthers Robinson’s position as the largest North American broker by revenue

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- CH Robinson Worldwide (CHRW) shares fall 13%, the most intraday since late July, after the freight broker announced an agreement to acquire peer RXO in a stock-and-cash deal valued at about $5.8 billion. RXO shares jump 22%, the most intraday since June 2024. The deal represents a 29% premium to RXO’s closing price on Friday. BI analyst Lee Klaskow writes that the purchase combines the No. 1 and 3 brokers and furthers Robinson’s position as the largest North American broker by revenue

-Align Technology (ALGN) is facing renewed claims it monopolized the market for clear dental aligners, after the Ninth Circuit reversed a lower court grant of summary judgment to the company in two private cases. The US Court of Appeals for the Ninth Circuit said Monday the district court erred, as the plaintiffs in both class actions provided enough evidence that a jury could reasonably find Align inhibited competition in the aligners market as well as the market for scanners that take digital images of the jaw, teeth, and bite of a patient. Align Technology is an Arizona-based medical device company founded in 1997 that invented the Invisalign system of transparent mouthpieces used to straighten teeth. Today, the company controls a 90% share of the US market for aligners, according to the plaintiffs.

- DraftKings (DKNG) shares are up 3.9% as BofA raises the recommendation on the online sports betting company to buy from neutral, with the analyst citing her more positive view of the predictions markets (PM) impact. Analyst Julie Hoover writes that while the regulatory future of PMs remains uncertain, she believes DraftKings is “well positioned either way”. DKNG stock has unraveled more than 46% this year, but Hoover sees DraftKings' 2027 estimates as bottoming with potential for upside growth.

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On this episode of Stock Movers:

-CH Robinson (CHRW) shares are down. CH Robinson Worldwide Inc. agreed to buy RXO Inc. in a deal valued at about $5.8 billion to diversify its business and capitalize on RXO’s abilities in expedited and last-mile delivery. CH Robinson aims to use its AI-based model to extract $300 million of cost savings within two years and improve efficiency in a challenging freight market. The deal is expected to close in the first half of 2027 and will bolster CH Robinson’s standing as North America’s largest broker by revenue, with RXO shareholders expected to own 11% of the combined company upon closing.

- PTC (PTC) shares rise. Schneider Electric shares fell as much as 10% in Paris, the most since January 2025, as an agreement to acquire PTC draws a cautious initial response from analysts. Concerns center on the size and financing of the transaction, as well as uncertainty over AI disruption and whether the deal can strengthen Schneider’s competitive position. 

- Intel (INTC) shares drop after Elon Musk confirmed discussions with TSMC over chip manufacturing for Terafab.

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On this episode of Stock Movers:

- Vaxcyte (PCVX) shares surge. The pharmaceutical firm said that VAX-31, its experimental vaccine to prevent invasive pneumococcal disease (IPD) and pneumococcal pneumonia, met all primary endpoints in the OPUS-1 pivotal Phase 3 adult trial, compared to PCV20 and PCV21.
 
- Harley Davidson (HOG) shares gain. Citi upgraded the motorcycle company to buy from neutral, writing that an acceleration in retail growth is “tough to ignore.” What began as modest retail improvement early in 2026 now appears to be building, with 2027 likely to benefit from a major product introduction, a significant cost-savings story, and potential earnings tailwinds from LiveWire,” writes analyst James Hardiman.

- CH Robinson (CHRW) shares are down. CH Robinson Worldwide Inc. agreed to buy RXO Inc. in a deal valued at about $5.8 billion to diversify its business and capitalize on RXO’s abilities in expedited and last-mile delivery. CH Robinson aims to use its AI-based model to extract $300 million of cost savings within two years and improve efficiency in a challenging freight market. The deal is expected to close in the first half of 2027 and will bolster CH Robinson’s standing as North America’s largest broker by revenue, with RXO shareholders expected to own 11% of the combined company upon closing.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- PTC (PTC) shares are rallying as Schneider Electric agreed to buy PTC for about $22.6 billion in an all-cash deal to tap into the artificial-intelligence boom.

- Qualcomm (QCOM) shares are higher as the company agreed to license patents underpinning Huawei Technologies Co.’s novel LogicFolding chipmaking technique.

- Taiwan Semiconductor (TSM) shares are gaining with sentiment boosted by discussions between the Taiwanese chip giant and Elon Musk’s Terafab on potential collaboration.

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Today's biggest winners and losers in the stock market.   

On this episode of Stock Movers:   

- Qualcomm (QCOM) shares are higher as the company agreed to license patents underpinning Huawei Technologies Co.’s novel LogicFolding chipmaking technique.   

- Nvidia (NVDA) shares are climbing on news Hon Hai Precision Industry reported better-than-expected quarterly revenue, signaling sustained and elevated spending on global AI infrastructure.
- Taiwan Semiconductor (TSM) shares are gaining with sentiment boosted by discussions between the Taiwanese chip giant and Elon Musk’s Terafab on potential collaboration.   

- PTC (PTC) shares are rallying as Schneider Electric agreed to buy PTC for about $22.6 billion in an all-cash deal to tap into the artificial-intelligence boom.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Schneider Electric SE agreed to buy industrial software firm PTC Inc. for about $22.6 billion, stepping up its effort to tap into the artificial-intelligence boom with its biggest acquisition to date.

- Hermès gets its first sell ratings in over a year, with analysts at Goldman Sachs and UBS expecting shares in the Birkin bag maker to continue to underperform on the back of more muted top-line growth than investors currently price.

- Unipol is 3.8% higher as Intesa has pledged to sell about half of Paschi’s branches to the insurer to address potential antitrust concerns

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Schneider Electric SE agreed to buy industrial software firm PTC Inc. for about $22.6 billion, stepping up its effort to tap into the artificial-intelligence boom with its biggest acquisition to date.

- Hermès gets its first sell ratings in over a year, with analysts at Goldman Sachs and UBS expecting shares in the Birkin bag maker to continue to underperform on the back of more muted top-line growth than investors currently price.

- Telefonica advanced as much as 2.2% as European stocks exposed to Brazil rose after Flávio Bolsonaro surged to a surprise lead over Luiz Inácio Lula da Silva in the first round of Brazil’s presidential election.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- TDK Corp. shares rose as much as 7.5%, after Nikkei reported the Japanese electronics components manufacturer expects AI-related sales for the current fiscal year will exceed its previous plan.
- Shares in JD.com and Chinese consumer names such as MINISO and Meituan are suffering from limited optimism around the China consumer story.
- India’s state-owned banks rise after positive quarterly updates fueled optimism that improving trends may extend across the broader banking sector.

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Bloomberg’s John Tucker focuses on three stocks for the week ahead. They include: Constellation Brands, PepsiCo, and Delta.

John previews what to expect from these companies in the week ahead with Kristine Aquino, Bloomberg Managing Editor for Markets Live.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:
- Nike (NKE) is cutting jobs and overhauling the business as results deteriorate, with a restructuring plan expected to save $2.5 billion over the next five years. The company announced weaker-than-expected sales for the latest quarter and a disappointing outlook for this fiscal year, with a high-single-digit revenue decline expected. Nike shares fell as much as 8.9% after the announcement.

- A software glitch affecting Boeing (BA) 737 Max aircraft was determined not to pose a safety risk by a Federal Aviation Administration panel, a positive outcome for the US plane maker seeking regulatory approval for the largest variant of the popular narrowbody family. 

- Carnival (CCL) raised its full-year outlook as demand for future sailings hits the highest-level ever during the quarter. The company attributed its improved outlook to a third-quarter record $7.6 billion in booking deposits, which beat a prior-year record by $500 million. Carnival raised its full-year expectations for net yields to 2.3%, an increase of 55 basis points from guidance issued last quarter.

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Today's biggest winners and losers in the stock market. 

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, Emily Graffeo, Carol Massar and Alexis Christoforous.

- Nvidia (NVDA) shares hit a record for the first time since May as investors pile back into the stock after a two-month selloff that wiped more than $1 trillion off its market value. Shares of the world’s most valuable public company gained 2.9% on Friday, extending a nearly 25% rally from a late July low when fears surrounding the outlook for artificial intelligence pressured the stock. 

- Tesla (TSLA) reported better-than-expected sales for the third quarter, a sign of stability for the company’s core business at a challenging moment for the electric vehicle market. The automaker delivered 486,532 vehicles worldwide in the period, according to a statement Friday. That compared with 463,761 expected on average among analyst estimates compiled by Bloomberg.

- Seagate (STX) shares sink after Nikkei reported that Toshiba would double its production capacity for hard disk drive.

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Nike (NKE) is cutting jobs and overhauling the business as results deteriorate, with a restructuring plan expected to save $2.5 billion over the next five years. The company announced weaker-than-expected sales for the latest quarter and a disappointing outlook for this fiscal year, with a high-single-digit revenue decline expected. Nike shares fell as much as 8.9% after the announcement, with at least 10 analysts lowering their price targets for the stock, which has now fallen 49% this year.

- Shares of Western Digital and Seagate Technology are both dropping on Friday, after Nikkei reported that Toshiba would invest ¥60 billion to double its production capacity for hard disk drives. However, analysts see low risk from the report.

- Freeport-McMoRan (FCX) shares rose as much as 4% after the miner said that its third-quarter copper production and sales results are expected to meet guidance.

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On this episode of Stock Movers:

- Nike (NKE) shares slump. Nike Inc. is cutting jobs and overhauling the business as results deteriorate, with a restructuring plan expected to save $2.5 billion over the next five years. The company announced weaker-than-expected sales for the latest quarter and a disappointing outlook for this fiscal year, with a high-single-digit revenue decline expected.
 
- FICO (FICO) shares rise following a selloff earlier this week. This bounce comes following investor concerns over increased competition in the mortgage credit scoring sector.

- Seagate Technology (STX) shares drop on a report Toshiba is building supply. Seagate shares are in a trading range since June, with two failed breakouts. They are currently indicated to gap below 50-DMA, 100-DMA’s on the open.

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On this episode of Stock Movers:

- Nike (NKE) shares slump. Nike Inc. is cutting jobs and overhauling the business as results deteriorate, with a restructuring plan expected to save $2.5 billion over the next five years. The company announced weaker-than-expected sales for the latest quarter and a disappointing outlook for this fiscal year, with a high-single-digit revenue decline expected.

- Integra Life Sciences (IART) shares sink after the medtech company cut its revenue and profit forecast for the full year, citing impact from a facility flooding. The firm also gave preliminary revenue for the third quarter that fell short of Wall Street’s estimates.  

- Boeing (BA) shares are mixed. Boeing Co.'s unionized white-collar workers voted to ratify a new contract, averting a costly strike that could have added certification delays to the planemaker's latest models. SPEEA-represented workers will see an average pay increase of 32% over four years under the latest proposed contract, in addition to an immediate 10% pay raise.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Nike (NKE) shares continue their slide as it is cutting jobs and overhauling its business as results deteriorate, with a restructuring plan to save $2.5 billion over the next five years. The company expects a high-single-digit revenue decline this year, which is worse than the 2.4% drop projected by analysts, and shares of Nike fell as much as 9.7% in New York on Friday.

- Broadcom (AVGO) shares are moving on news the company's Wall Street syndicate are starting to gather $60 billion of fresh AI chip financing to benefit Anthropic and other companies.

- Fair Isaac Corp. (FICO) shares are rising after the company launched the FICO Mortgage Direct License Program, and Bill Pulte signaled he wasn't purposefully targeting the company, which may have contributed to the stock's rise on Thursday.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

-Nike (NKE) shares continue their slide as it is cutting jobs and overhauling its business as results deteriorate, with a restructuring plan to save $2.5 billion over the next five years. The company expects a high-single-digit revenue decline this year, which is worse than the 2.4% drop projected by analysts, and shares of Nike fell as much as 9.7% in New York on Friday.

- Onsemi (ON) shares are rising after the chipmaker said it will buy Synaptics for $123 per share, revising their earlier all-stock deal to an all-cash transaction. Synaptics shares are up 13%. 

-Broadcom (AVGO) shares are moving on news the company's Wall Street syndicate are starting to gather $60 billion of fresh AI chip financing to benefit Anthropic and other companies.

- Twilio (TWLO) shares are gaining in the premarket after S&P Dow Jones Indices noted that the stock will replace Warner Bros Discovery in the S&P 500 effective Oct. 6.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Volvo Car says that an increasingly challenging market situation and deteriorating near term market outlook has resulted in lower-than-expected sales and a weaker full year outlook.

- IG Group falls as much as 27%, the most since 2016, after an unscheduled third-quarter update in which it cut its 2026 revenue growth outlook to the mid-single digits from 10%-15%. 

- J D Wetherspoon shares rise as much as 8.9%, to the highest level since March 2022, as analysts are encouraged by robust current trading, boosted by favorable weather.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Advantest shares rose for a fourth consecutive day and reached a record high on Friday on expectations for strong AI chip-related demand while favorable technical position as selling abated following a change in its index weighting, also provided a tailwind

- Global financial stocks have come under pressure as a relentless surge in benchmark Treasury yields — the US 10-year yield touched the highest level since 2002 on Thursday — forces investors to assess the impact of higher borrowing costs on banks’ businesses. HSBC dropped as much as 5.7% in Hong Kong trading. 

- Korean oil refiners and those in Japan advance after Chinese exporters cancelled some oil-product cargoes. In South Korea, S-Oil jumps as much as 8.9%, the most since Sept. 4; the stock is among the top gainers in the MSCI Asia Pacific Index, which is down as much as 1%

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Today's biggest winners and losers in the stock market, a look at the notable movers: 

On this episode of Stock Movers:

- Nike (NKE) drops after a pessimistic sales outlook after reporting worse-than expected results due to weakness in China, sportswear and at the Jordan brand. The company now sees revenue declining in the high-single digits in the current fiscal year.

- Walt Disney (DIS) shares fell plans to cut hundreds of jobs as part of a restructuring of its television operations, extending a wave of job cuts, the Wall Street Journal reported. The overhaul will consolidate divisions at the company, according to the Journal. 

-Paramount Skydance (PSKY) shares ended the day lower as the entertainment company issued $52 billion of debt to fund the biggest Hollywood buyout ever, investors were nursing more than $100 million of losses, triggering a flurry of angry calls from money managers to Wall Street banks that underwrote the debt.

- Netflix (NFLX) shares fell after co-CEO Ted Sarandos reported that the company is facing slower growth as expected and is working on making that move faster which includes expanding live programming on the platform.

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Today's biggest winners and losers in the stock market, a look at the notable movers: 

On this episode of Stock Movers:

The US market close with Bloomberg's Charlie Pellet and Norah Mulinda.

A rebound in Treasuries brought relief to Wall Street, spurring gains in stocks and overshadowing concerns about inflationary pressures stemming from elevated energy costs. The respite in the bond selloff sent 10-year yields down from the highest since 2002. The S&P 500 erased a drop that had been fueled by factory data showing a surge in a gauge of raw-material prices. Oil climbed amid ongoing geopolitical risks. The Pentagon may soon deploy an additional aircraft carrier and 10,000 troops to the Middle East, according to a US official.

- Walt Disney (DIS) plans to cut hundreds of jobs as part of a restructuring of its television operations, extending a wave of job cuts, the Wall Street Journal reported. The overhaul will consolidate divisions at the company, according to the Journal. 

-  Mattel (MAT) has drawn takeover interest from Authentic Brands Group, the Wall Street Journal reported Thursday. Authentic has been discussing an offer that could value Mattel at more than $20 a share, the Wall Street Journal reported.

- Elf Beauty (ELF) shares rise as much as 4.8% on Thursday, as Raymond James says the cosmetics company’s value proposition, prestige-inspired products and high-growth Rhode brand position it to exceed earnings expectations.

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On this episode of Stock Movers:

- McCormick (MKC) reported its fastest sales growth since 2021, with third-quarter net sales increasing 17% to $2.02 billion. Consumers are cooking more at home to save money, and while higher prices for some ingredients have impacted demand for certain spices, McCormick's consumer business has gotten an overall boost from the trend. McCormick expects sales volumes in the Americas to improve in the near-term, but sees pressures persisting in its flavor solutions business due to softer demand from quick-service restaurant customers.
 
- ServiceNow (NOW) shares rise. Software stocks rose as investors received news the FTC launched an investigation into frontier AI developers.

- Paramount Skydance (PSKY) shares drop. Paramount ’s $41 billion of US dollar bonds to finance its takeover of Warner Bros. Discovery Inc. sold off to start their first full day of trading while default-protection expenses surged to a 17-year high.

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On this episode of Stock Movers:

- Accenture (ACN) shares rise. Accenture reported revenue for the period came in at $18.7 billion, up 7% from the year prior, beating Bloomberg-compiled analyst estimates of $18.04 billion. The company reported $22.2 billion of new bookings, beating the roughly $20 billion analysts had estimated, and announced separate deals with Alphabet Inc.'s Google Cloud, Anthropic PBC and Amazon.com Inc.'s web services unit.
 
- Synopsys (SNPS) shares are up 9% with analysts positive on the maker of electronic design automation software in the wake of an investor day event where it gave long-term targets that are seen as strong.

- Moderna (MRNA) shares tumble. A Citigroup analyst recommended selling the stock, saying its current valuation is “unjustifiable” following an outsized rally. The analyst believes the re-rating of the stock reflects successful expansion in many tumor types and unrealistic implied sales, and that the melanoma win for the vaccine does not broadly validate the platform for other tumor types.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- McCormick (MKC) shares rose after the company posted its strongest sales since 2021, with third-quarter net sales increasing 17% to $2.02 billion.

- Accenture (ACN) shares are moving higher after the IT services company reported fourth-quarter results that beat expectations on key metrics, including revenue and bookings.

- Constellation Energy (CEG) is gaining after the operator of gas power plants said it signed a 20-year power purchase agreement with Amazon, which covers 690 megawatts of nuclear capacity at Maryland’s Calvert Cliffs Clean Energy Center, including a 190-megawatt uprate.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Accenture (ACN) shares are moving after it reported earnings this morning. The company had entered Thursday grappling on how AI will affect the company, with shares down 32.1% year to date.
- Micron Technology (M) shares are moving after it reported fourth-quarter results that beat expectations and gave an outlook that points to durable AI-related demand. Still, Vital Knowledge noted that expectations are very high for the space, “so investors might look at the MU release as not being much better than ‘inline.’”
- Alphabet (GOOG) shares are reacting to the company's announcement of a new frontier model called Gemini 4 Argon, the company announces on their blog. The new model is rolling out with the US government and a set of trusted cyber defenders through its Fairwind Program
- Constellation Energy (CEG) is gaining after the operator of gas power plants said it signed a 20-year power purchase agreement with Amazon, which covers 690 megawatts of nuclear capacity at Maryland’s Calvert Cliffs Clean Energy Center, including a 190-megawatt uprate.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- AG Barr shares fall as much as 4.7% to the lowest level since April 2024 after Berenberg downgraded the maker of the Irn-Bru beverage to hold from buy, seeing subdued volume growth.
- Land Securities Group plans to raise about £500 million ($663 million) through a share sale to fund the acquisition of Metrocentre, one of Britain’s largest shopping malls.
_ Sanofi and Regeneron Pharmaceuticals are expanding their partnership in a deal that could see the US drugmaker receive as much as $8 billion.

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Pandora Falls, LandSec Drops, Colruyt Falls
Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Pandora is seeing US demand stabilize at a low level as consumers grapple with inflation and high gas prices, Chief Executive Officer Berta de Pablos-Barbier said.
- Land Securities Group plans to raise about £500 million ($663 million) through a share sale to fund the acquisition of Metrocentre, one of Britain’s largest shopping malls.

- Colruyt drops as much as 11%, the most since May 2025, after the Belgian supermarket operator cut its guidance in a late-Wednesday release summarizing its annual general meeting.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Asian chip-related stocks rise after Micron gave an upbeat forecast for the current quarter, with Japanese chip equipment makers leading gains.
- Gold Fields is considering a sweetened takeover bid for Northern Star Resources according to people familiar with the matter, as the South African miner seeks to overcome resistance to a deal that would create the world’s second-largest gold producer. Shares in Northern Star Resources fall as much as 4.7%.
- South Korean memory names erase early losses to post moderate gains. Samsung rose as much as 2.8%

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Micron Technology Inc. (MU) shares jumped after the largest US maker of memory chips gave a sales forecast for the current quarter that shattered estimates after the AI building frenzy fueled unprecedented demand.

- Northrop Grumman (NOC) stocks fell after the Pentagon selected the Boeing over rival Northrop Grumman, to build the Navy’s next-generation fighter jet — the Sixth-Generation F/A-XX Strike Fighter, which a JPMorgan analyst called an important win.

- Moderna (MRNA) shares fell the most in a month on Wednesday as a Citigroup Inc. analyst recommended selling the stock, saying its current valuation is “unjustifiable” following an outsized rally. The vaccine maker has been on a tear this year, with most of the stock’s near 600% surge coming off the back of positive data from the firm’s cancer vaccine with Merck & Co. in August.

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Today's biggest winners and losers in the stock market. 

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, Emily Graffeo, David Gura and Christina Ruffini.

Micron Technology Inc. (MU) the largest US maker of memory chips, gave a sales forecast for the current quarter that exceeded estimates after the AI build-out fueled unprecedented demand.

Revenue will be about $61.5 billion in the fiscal first quarter, which runs through November, the company said in a statement Wednesday. Analysts estimated $56.8 billion on average. Excluding some items, profit will be about $38.15 a share, compared with a projection of $36.02.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Moderna Inc. (MRNA) shares fell the most in a month on Wednesday as a Citigroup Inc. analyst recommended selling the stock, saying its current valuation is “unjustifiable” following an outsized rally. The vaccine maker has been on a tear this year, with most of the stock’s near 600% surge coming off the back of positive data from the firm’s cancer vaccine with Merck & Co. in August.

- Robinhood Markets (HOOD) shares fluctuated after the company partnered with Cboe Global Markets, as it plans to launch a new category of SEC-regulated binary contracts tied to company-specific key performance indicators in October, with Robinhood serving as the first retail broker to offer the products.

- Target (TGT) stocks slightly dipped after HSBC raised the recommendation on retailer to buy from hold. Target shares are up 60% this year through Tuesday’s close.

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On this episode of Stock Movers:

- Boeing (BA) shares rise. The Pentagon selected the aerospace company over rival, Northrop Grumman, to build the Navy’s next-generation fighter jet — the Sixth-Generation F/A-XX Strike Fighter.

- Northrop Grumman (NOC) shares fall after Pentagon selection of Boeing.

- Robinhood (HOOD) shares rise. The brokerage is launching new products that help users utilize AI agents to build and execute trading strategies and allow customers to trade perpetual futures on some cryptocurrencies.

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On this episode of Stock Movers:

- Boeing (BA) shares rise after the Pentagon selected the aerospace company over rival, Northrop Grumman, to build the Navy’s next-generation fighter jet — the Sixth-Generation F/A-XX Strike Fighter.
 
- Concentrix (CNXC) shares are mixed. The company posted mixed fiscal third-quarter results as it navigates a shift toward artificial-intelligence-powered customer-service tools.

- DoorDash (DASH) shares rise. The company unveiled an artificial intelligence agent for ordering food that works inside Apple Inc.'s Messages app, allowing consumers to enter text commands without accessing the DoorDash app. The company is opening a waitlist for US-based customers to try out the new service, which matches phone numbers with DoorDash user profiles and facilitates checkout with stored payment methods.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Cal-Maine (CALM) shares fell after the egg producer reported net sales for the first quarter that missed the average analyst estimate, and said it won’t pay a cash dividend in the first quarter.
- Concentrix (CNXC) shares are sliding after the software company’s reported revenue forecast for the fourth quarter missed the average analyst estimate.
- Robinhood (HOOD) is on the move as it plans to offer weekend trading for equities in a first for modern US markets, allowing customers to trade a selected list of stocks and exchange-traded funds over the weekend.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Boeing (BA) shares gained as the US government picked Boeing to build the Navy’s next-generation fighter jet, the Sixth-Generation F/A-XX Strike Fighter, according to a statement released by the Pentagon.
- Robinhood (HOOD) is on the move as it plans to offer weekend trading for equities in a first for modern US markets, allowing customers to trade a selected list of stocks and exchange-traded funds over the weekend.
- Concentrix (CNXC) shares are sliding after the software company’s reported revenue forecast for the fourth quarter missed the average analyst estimate.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Greggs Plc plans to close four manufacturing sites as the British high street bakery chain warned it faces growing inflation pressure.

- Saga shares soar as much as 11%, the most since June, after the company reported underlying pretax profit well ahead of expectations for the first-half and raised its guidance for the full year

- Juventus reported net loss for the full year of EU66 million vs. loss EU58.1 million y/y. The board also resolved to increase the club's share capital by issuing EU250 million of ordinary shares.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Greggs Plc plans to close four manufacturing sites as the British high street bakery chain warned it faces growing inflation pressure.

- Saga shares soar as much as 11%, the most since June, after the company reported underlying pretax profit well ahead of expectations for the first-half and raised its guidance for the full year.

- Juventus reported net loss for the full year of EU66 million vs. loss EU58.1 million y/y. The board also resolved to increase the club's share capital by issuing EU250 million of ordinary shares.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- InSilico Medicine has nominated ISM1354, a next-generation small molecule GIPR antagonist, as a preclinical candidate for potential intervention of obesity and related disorders including type 2 diabetes, according to an HKEX filing.
- Hygon and Chinese tech hardware hardware stocks are down following a continued sell off ahead of China's long holiday as the prospect of competition from lower tier chips rattles investors.
- Taiwanese chipmakers are in a much healthier place as the build out of agentic AI and a strong US chip trading session lifts stocks outside TSMC. A new developing theme is glass substrate that lifts Taiwan plays such as AOU and Innolux.

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Nvidia (NVDA) infringes five patents that cover data-center networking products and related technology, a licensing company alleged. PulseLink Systems LLC said Nvidia knew about its asserted patents since at least May, when the patent licensing company sent formal notice letters to Nvidia executives. PulseLink seeks actual, compensatory, exemplary, supplementary, and enhanced damages for alleged willful infringement, as well as costs, expenses, and other fees. Meanwhile, Nvidia is launching the biggest share buyback in US corporate history as the Silicon Valley chipmaker continues to reap huge profits from its perch at the top of the AI supply chain.

- Paramount Skydance (PSKY) has attracted demand more than three times the expected size of its blue-chip bond offering to help fund its acquisition of Warner Bros. Discovery. Investors had placed more than $109 billion of orders for the deal when the books closed Tuesday afternoon, or 3.4 times the amount anticipated to be sold. The US media giant is seeking to raise about $32 billion from the sale, which would be the fifth-largest US high-grade sale on record

- Fair Isaac (FICO) the credit score company known as FICO, fell as much as 29%, the most intraday ever in data back to 1988, after Federal Housing Finance Agency Director Bill Pulte announced a move that makes it easier for lenders to adopt VantageScore. According to analysts, this will increase competition while pressuring FICO’s market share and pricing power.

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Carnival (CCL) shares jump as much as 14% on Tuesday, the most intraday since April 8, after the cruise line operator boosted its adjusted earnings per share forecast for the full year. The company said both booked occupancy and pricing are at record levels for 2027, while 2028 is “off to an excellent start at higher occupancy and prices than last year.”

- CarMax (KMX) shares rose after the company reported comparable used-vehicle sales that expanded more than expected, showing its revival efforts are taking hold. Gross profit generated from used vehicle sales grew for the first time in five quarters, while the company sold more used vehicles in the quarter than analysts projected. CarMax plans to resume share buybacks in the third quarter of the year and will host a strategic update in November to talk about its new business strategies.

- Fair Isaac (FICO) the credit score company known as FICO, fell as much as 29%, the most intraday ever in data back to 1988, after Federal Housing Finance Agency Director Bill Pulte announced a move that makes it easier for lenders to adopt VantageScore. According to analysts, this will increase competition while pressuring FICO’s market share and pricing power.

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On this episode of Stock Movers:

-Piper Sandler (PIPR) shares drop after a report that the firm is in talks for a deal with Piper Sandler Cos., a transaction that would forge together two investment banks. While nothing is finalized, the banks could reach a deal soon, according to the Wall Street Journal, which cited people familiar with the matter that it didn’t identify.

-Summit Therapeutics (SMMT) shares climb. AstraZeneca agreed to invest $2 billion in the oncology drug developer to collaborate on its experimental treatment, ivonescimab. Analysts note the deal provides cash runway and strategic interest for Summit without giving up royalties.

-Fair Isaac (FICO) shares drop after Federal Housing Finance Agency Director Bill Pulte announced a move that makes it easier for lenders to adopt VantageScore. According to analysts, this will increase competition while pressuring FICO’s market share and pricing power.

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On this episode of Stock Movers:

- Carnival (CCL) shares rise. Carnival shares jump as much as 14% on Tuesday, the most intraday since April 8, after the cruise line operator boosted its adjusted earnings per share forecast for the full year. The company said both booked occupancy and pricing are at record levels for 2027, while 2028 is “off to an excellent start at higher occupancy and prices than last year.”

- Carmax (KMX) shares rose after the company reported comparable used-vehicle sales that expanded more than expected. The used-car retailer's second-quarter sales from locations in operation for at least a year were up 13%, surpassing the 5.6% growth analysts had expected.

- Jefferies (JEF) shares gain. The firm's investment bank and equity-trading desks pulled off record quarters, with revenue at the investment-banking business rising 17% to $1.3 billion and equity-trading revenue increasing 29% to $626 million. Jefferies' CEO and President said they remain confident in the long-term outlook for the business as they continue to reposition the platform by reducing capital allocated to certain existing funds.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Lindt (LISN SW) plans to lower prices for its chocolate products after it pared back its sales-growth guidance for a second time this year citing subdued consumer sentiment.

- Fair Isaac (FICO,) the credit score company known as FICO, slumps 19% in premarket trading after Federal Housing Finance Agency Director Bill Pulte announced a move that makes it easier for lenders to adopt VantageScore. According to analysts, this will increase competition while pressuring FICO’s market share and pricing power.

- Netflix (NFLX) shares are up after Deutsche Bank upgraded the streaming-video company to buy from hold, saying that concerns about engagement were overblown.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Navitas Semiconductor (NVTS) shares are up, after the company said it was awarded the ALATTIS program by the US Army Research Laboratory to develop next-generation 10 kV silicon carbide power semiconductor technology for defense applications.
- AstraZeneca (AZN) is investing $2 billion in US biotech Summit Therapeutics (SMMT) to collaborate on a promising new cancer medicine that could be combined with the British drugmaker’s other treatments.
- Fair Issac, the credit score company known as FICO, slumps in premarket trading after Federal Housing Finance Agency Director Bill Pulte announced a move that makes it easier for lenders to adopt VantageScore. According to analysts, this will increase competition while pressuring FICO’s market share and pricing power.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Lindt plans to lower prices for its chocolate products after it pared back its sales-growth guidance for a second time this year, citing subdued consumer confidence.
- Shares in metallurgical engineering firm Vesuvius Plc surged by the most since 1990 after it announced a cash-and-shares offer from RHI Magnesita.
- Julius Baer Group Ltd. said it applied for permission to resume share buybacks after Swiss regulator Finma concluded its enforcement procedure, removing a long-standing overhang that has weighed on the wealth manager.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Lindt plans to lower prices for its chocolate products after it pared back its sales-growth guidance for a second time this year, citing subdued consumer confidence.
- Shares in ADP fall as much as 4% after reports that the operators of French airports and highways could be hit by a potential tax increase on transport infrastructure in France's 2027 budget.
- Julius Baer Group Ltd. said it applied for permission to resume share buybacks after Swiss regulator Finma concluded its enforcement procedure, removing a long-standing overhang that has weighed on the wealth manager.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- MediaTek shares are down 7% as Taiwanese chipmakers gets hit hard on concern over slowing the frontier in AI.
- Akeso shares rise as much as 13% after AstraZeneca said it would invest $2b in Summit Therapeutics, a partner of the Hong Kong-listed company.
- Indian banks are on a multi-day slide due to macro weakness with the government limiting some bank fees to contain inflation, leaving the NSE Nifty Bank Index down about 1%.

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Chipmaker Advanced Micro Devices (AMD) agreed to acquire World Labs for $8.2 billion, gaining an artificial intelligence startup founded by industry pioneer and researcher Fei-Fei Li. The acquisition is expected to help AMD plan its future hardware releases by adding a team of leading researchers and their models, along with insights into how the artificial intelligence field is evolving. World Labs develops AI software that can run applications in the physical world, and the deal will also help bolster AMD's offerings by allowing it to provide a variety of AI models to customers.

- Vail Resorts (MTN) shares are down 1.5% in extended trading, as the midpoint of both the resort operator’s net income and total reported Ebitda forecasts for 2027 fell short of consensus. The company also said pass product units sold through Sept. 18 for the upcoming North American ski season decreased approximately 12% compared to the prior-year period through Sept. 19, 2025.

- Jefferies Financial Group (JEF) stock traders set a quarterly revenue record, fueling better-than-expected profit. Fiscal third-quarter equity-trading revenue surged 29% from a year earlier to $626 million, and the investment-banking business hit a record with revenue rising 17% to $1.3 billion. Earnings per share totaled $1.08 in the three months through August, surpassing the $1 average estimate of analysts in a Bloomberg survey

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Today's biggest winners and losers in the stock market.
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 Bostic, Carol Massar and Tim Stenovec

- Kodiak Sciences (KOD) shares soar as much as 172%, a record jump, after the drug developer said two of its experimental drugs met their primary endpoints in a late-stage study for an eye disease.

- Meta Platforms has tapped MongoDB (MDB) president and chief executive officer, Chirantan "CJ" Desai, to lead a new AI platform for enterprise customers. The new business unit, called Meta Enterprise Platform, aims to help businesses use AI to grow and transform in new ways, using Meta's strengths in advanced models, agents, AI infrastructure, and experience working with businesses. Desai's departure from MongoDB has led to the company's board bringing back Dev Ittycheria as interim president and CEO, with a search begun for Desai's permanent replacement. MongoDB’s stock plunged 21% to $326.51 at 10:50 a.m. in New York, its worst intraday decline since March 3.

- The Federal Aviation Administration is holding off on certification of Boeing's 737 Max 10 variant due to a new software issue. The FAA is determining whether the software concern constitutes a safety of flight issue, according to Administrator Bryan Bedford. The certification of the 737 Max 10 was expected in coming weeks, and is key to Boeing generating cash and improving its balance sheet. Boeing (BA) shares fell to an intraday low following the administrator’s comments, dropping as much as 6.8% as of 2:26 p.m. in New York.

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