Stock Movers

Stock Movers features five-minute conversations on today's biggest winners and losers in the stock market. Listen for analysis on the companies making news on Wall Street.

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Nike Jumps, Uber Drops, Estee Lauder Rises Friday, June 27, 2025

On this edition of Stock Movers:- Nike (NKE) shares jumped as much as 15%, the most intraday since December 2022, after forecasting a smaller-than-expected drop in revenue for the current quarter, a sign that the sportswear company's earnings trend may have hit an inflection point, according to analysts. Nike said its yearlong sales decline is starting to ease, suggesting that Chief Executive Officer Elliott Hill’s strategic moves are paying off. Before today, the stock had lost a third of its value over the past 12 months.The sportswear company expects sales to fall by a mid-single digit in the current quarter, a smaller drop than Wall Street anticipated and an improvement from the previous three-month period. Nike didn’t issue guidance for its full fiscal year due to tariffs and uncertainty.- Uber (UBER) and Lyft (LYFT) stocks fell after both names were downgraded to hold from buy at Canaccord Genuity as analyst George Gianarikas sees “potential for rapid disruption.”- Estee Lauder (EL) shares rose after being upgraded to buy from hold and increased its price target.See omnystudio.com/listener for privacy information.

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Nike Rises, Uber Falls, United Natural Foods Climbs After Cybersecurity News Friday, June 27, 2025

On this episode of Stock Movers:- Nike (NKE) shares rise after the sneaker company's said its yearlong sales decline is finally starting to ease, suggesting that CEO Elliott Hill's strategic moves are paying off.- Uber (UBER) and Lyft (LYFT) shares fall after both rideshare firms were downgraded to hold from buy at Canaccord Genuity as analyst George Gianarikas sees “potential for rapid disruption.”- United Natural Foods (UNFI) is climbing after the food distributor said a previously disclosed cybersecurity incident has been contained, and it’s now regularly receiving and shipping products to retailers across its network.See omnystudio.com/listener for privacy information.

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Estee Lauder Rises, Boeing Gains, CoreWeave Surges Since IPO Friday, June 27, 2025

On this episode of Stock Movers:- Estee Lauder (EL) shares rise after HSBC raised its recommendation to buy from hold and increased its price target to $99 from $80 as it sees the cosmetics company at the end of a downgrade cycle.- Boeing (BA) shares gain after Rothschild & Co Redburn upgraded the planemaker to buy from neutral with analyst Olivier Brochet citing improvements that makes the company “appear healthier.”- CoreWeave (CRWV) shares rise. CoreWeave's stock has surged almost 300% since its March IPO, making CEO Michael Intrator's net worth $10.3 billion and ranking him the 311th-richest person in the world.See omnystudio.com/listener for privacy information.

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Nike Results; Amazon Upgrade; Atlantic Union Jumps Friday, June 27, 2025

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Nike Results; Amazon Upgrade; Nvidia Nears Record Friday, June 27, 2025

On this episode of Stock Movers:- Nike (NKE) shares are on the upswing this morning after forecasting a smaller-than-expected drop in revenue for the current quarter, a sign that the sportswear company’s earnings trend may have hit an inflection point, analysts say. That comes after a string of strategic moves from CEO Elliott Hill, including a refocusing on sports and a cleanup of inventories.- Lululemon (LULU) shares are being lifted by Nike's gains along with the broader retail sector. It comes after Lululemon recently announced layoffs.- Amazon (AMZN) is up this morning after it was upgraded to outperform from neutral at BNP Paribas Exane, which viewed the company as the most likely to meet or beat consensus profit expectations through 2030 among hyperscalers, alongside Microsoft. Meanwhile, Alphabet is downgraded to neutral. With capital expenditure for the big four hyperscalers reaching record highs, analyst Stefan Slowinski sees depreciation to sales ratios rising from 6% to 18% by 2030- Nvidia (NVDA) shares are rising as it is close to becoming the first company to reach a $4 trillion market capitalization, after its shares rallied back to a record following a plunge earlier this year. The company's biggest customers, including Microsoft, Meta, Amazon, and Alphabet, are projected to increase their spending on computing infrastructure, with annual AI spending expected to rise to nearly $2 trillion by 2028.See omnystudio.com/listener for privacy information.

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Adidas Rises, Centrica Investment, Gold Dips, Friday, June 27, 2025

On this episode of Stock Movers:- European sportswear stocks are rising on Friday after US giant Nike said its yearlong sales decline is starting to ease, with a smaller sales drop seen in the current quarter than earlier anticipated. - All sides are keen to reach a final investment decision on the project before parliament’s recess on July 21, Financial Times reports, citing unidentified people familiar with the discussions.- Gold headed for its second consecutive weekly loss, after a ceasefire between Israel and Iran dented demand for havens.See omnystudio.com/listener for privacy information.

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Closing Bell: Nvidia Extends Rally, Circle Shares Rise, Micron Slides Thursday, June 26, 2025

On this episode of Stock Movers:Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Scarlet Fu, Carol Massar and Tim Stenovec.- Nvidia (NVDA) shares continues its rally that started yesterday when it rose to an all-time high. Recent earnings from Nvidia were a notable catalyst for bulls, as the report showed robust growth and pointed to more strength ahead despite the impact of restrictions on the sales of advanced semiconductors in China. Prints from Microsoft Corp., Meta Platforms Inc., Alphabet Inc., and Amazon.com Inc. — which together make up more than 40% of Nvidia’s revenue, per supply chain data compiled by Bloomberg — further underlined how the company’s biggest customers continue to spend aggressively building out their AI infrastructure.- Circle (CRCL) shares rose after dropping 25% just two days ago as more players begin to enter the stablecoin industry since the Senate passed new legislation.- Micron (MU) shares slid as invested digested its earnings results from yesterday after the closing bell. The top-performing chipmaker on Wall Street this year, delivered an outlook that wasn’t quite rosy enough to keep its 2025 rally going. Though the company posted third-quarter results and a fourth-quarter forecast that exceeded estimates, the stock began sliding Wednesday in late trading after a conference call with executives and continued to decline Thursday. A key focus was high-bandwidth memory, a component used in artificial intelligence computing. The technology is fueling a sales surge at Micron, but the company didn’t predict the kind of runaway growth that some investors were looking for.See omnystudio.com/listener for privacy information.

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Coinbase Shares Surge, Penn Shares Gain, Meta Nears Acquisition of AI Voice Startup Thursday, June 26, 2025

On this edition of Stock Movers:- Coinbase (COIN) shares are on track for their first record in more than three years, capping off a rally fueled by growing acceptance of the cryptocurrency industry on Wall Street and in Washington. The crypto-exchange operator’s stock was up 2.7% on Thursday, trading at $365.05 — higher than the peak close of $357.39 in November 2021, just months after the company went public through a direct listing. Coinbase shares have surged more than 1,000% from a record low in late 2022, which came as the collapse of FTX raised questions about the future of digital assets. The stock’s comeback occurred as cryptocurrency prices rebounded and the industry won powerful new allies, including US President Donald Trump.- Penn Entertainment (PENN) shares climbed as much as 4.9% to reach their highest intraday level since early March, after Citizens raised the recommendation on the casino operator to market outperform from market perform. Analyst Jordan Bender says that after several years of overpromising and underdelivering, leading to a bloated cost structure and balance sheet, he sees the light at the end of the tunnel for PENN shares.- Meta Platforms (META) shares are up. The company is in advanced talks to acquire PlayAI, a small startup using artificial intelligence to replicate voices, part of the social media company’s push to nab top talent and catch up in the AI race. Meta is expected to acquire the Palo Alto, California-based startup’s technology and some of its employees, according to people familiar with the matter, who asked not to be named sharing private information. The deal is not yet finalized and could still change, the people said. Financial terms under discussion could not be learned.See omnystudio.com/listener for privacy information.

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Walgreens Rises, McCormick Gains, Nike Up Ahead of Earnings Thursday, June 26, 2025

On this episode of Stock Movers:- Walgreens (WBA) shares rise after the company reported quarterly profit that beat Wall Street’s expectations. It's a hopeful sign as the pharmacy giant prepares to transform into a private company after its market value plummeted due to retail competition.- McCormick (MKC) shares rise after the company's 2Q EPS topped estimates and management reaffirmed its profit and sales guidance. Barclays says the fact that the company reaffirmed its guidance despite an incremental impact from tariffs eases some recent concerns.- Nike (NKE) shares are up ahead of earnings. Nike's turnaround is still in sight despite tariff headwinds and inventory challenges. Alternative data suggest improving store traffic, meaning Nike may report better, though still negative, direct-to-consumer sales in its fiscal 4Q results on June 26.See omnystudio.com/listener for privacy information.

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Equinix Falls, McCormick Rises, Enphase Gains on Tax Credit News Thursday, June 26, 2025

On this episode of Stock Movers:- Equinix (Ticker EQIX) shares fall as its long-term outlook disappointed investors. They plan to build out capacity through 2029, but higher interest expense from up-front debt issuance will counter short-term growth.- McCormick (Ticker MKC) shares rise after the company's 2Q EPS topped estimates and management reaffirmed its profit and sales guidance. Barclays says the fact that the company reaffirmed its guidance despite an incremental impact from tariffs eases some recent concerns.- Enphase (Ticker ENPH) shares rise after recent news that Senate Republicans are discussing changes to a provision in President Trump's that would end tax credits for rooftop solar panels.See omnystudio.com/listener for privacy information.

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Micron and Nvidia Climb; ASML downgrade; Nike Earnings Thursday, June 26, 2025

On this episode of Stock Movers:- Micron Technology (MU) shares are higher this morning as it gave an upbeat forecast for the current quarter, driven by demand for artificial intelligence equipment, and posted third-quarter results and a fourth-quarter forecast that exceeded estimates. The company's high-bandwidth memory (HBM) business is fueling a sales surge, with continued growth expected as AI software becomes more complex and requires bigger amounts of memory.- Nvidia (NVDA) is rising in early trading after hitting an all-time high, extending an advance that has cemented its position as one of the most valuable companies in the world. The company's market capitalization has added nearly $1.5 trillion since April, with a current market cap of about $3.77 trillion, overtaking Microsoft. Nvidia's growth is driven by robust earnings and strong demand for its AI chips- ASML (ASML) is moving to the downside this morning as it was downgraded to hold at Jefferies. Analyst Janardan Menon sees headwinds ahead for the semicap equipment sector.- Nike (NKE) shares are higher this morning as it prepares to release fourth quarter earnings after the market closes. It's likely to move to the downside, however, Wall Street is hopeful the worst can be behind for the retail giant. Analysts project revenue and earnings per share to be much lower than the results from a year ago.See omnystudio.com/listener for privacy information.

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Shell Up, H&M Gains, Edenred Rises Thursday, June 26, 2025

On this episode of Stock Movers:- H&M profit was buoyed by tighter cost control and demand for its women’s fashion and sportswear ranges in the second quarter, a sign Chief Executive Officer Daniel Erver’s turnaround strategy is finally progressing.- Shell says it has not been actively considering making an offer for BP, has not made an approach and no talks have taken place with BP with regards to a possible offer, according to a statement. What to watch for in European M&A today:- The French government wants to open the meal vouchers sector to more competition, as well as making them entirely paperless starting in 2027 and usable on Sundays, Véronique Louwagie, junior minister for commerce and small and midsize businesses, tells RMC radio and Le Parisien newspaper.See omnystudio.com/listener for privacy information.

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Micron Strong Forecast, Yum! Brands Upgrade, Bumble Job Cuts Wednesday, June 25, 2025

On this edition of Stock Movers:- Micron (MU) shares are up after the largest US maker of computer memory chips, gave an upbeat forecast for the current quarter, helped by demand for artificial intelligence equipment. Fiscal fourth-quarter revenue will be roughly $10.7 billion, the company said in a statement Wednesday. That was well ahead of the $9.89 billion average analyst estimate, sending the shares up in late trading. Micron is seeing increasing demand for components like its high-bandwidth memory, which are used in machines that develop and run AI tools. The company expects continued growth from that market as such software becomes more complex, requiring bigger amounts of memory. The company is also starting to recover from narrower profit margins in the previous quarter.- Yum! Brands (YUM) shares rose after JPMorgan upgraded the operator of such chains as KFC and Taco Bell to overweight from neutral. Analyst John Ivankoe sees “sustained 4%+ unit growth, strong FCF generation,” and a “pulled-back valuation”.- Bumble (BMBL) shares jumped after the dating app said it’s cutting almost one-third of its staff, months after founder Whitney Wolfe Herd returned as chief executive officer to overhaul the struggling dating app. The Austin-based company will eliminate around 240 roles globally, or about 30% of its workforce, it said in an exchange filing Wednesday. It expects to achieve as much as $40 million in annual cost savings from the reductions, and plans to “reinvest the substantial majority” of those savings in “strategic initiatives including product and technology development.”See omnystudio.com/listener for privacy information.

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Closing Bell: Micron Gives Strong Forecast, BP Surges, Nvidia Rises Wednesday, June 25, 2025

On this episode of Stock Movers:Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Scarlet Fu, Carol Massar and Tim Stenovec.- Micron (MU), the largest US maker of computer memory chips, gave an upbeat forecast for the current quarter, helped by demand for artificial intelligence equipment. Fiscal fourth-quarter revenue will be roughly $10.7 billion, the company said in a statement Wednesday. That was well ahead of the $9.89 billion average analyst estimate, sending the shares up in late trading. Micron is seeing increasing demand for components like its high-bandwidth memory, which are used in machines that develop and run AI tools. The company expects continued growth from that market as such software becomes more complex, requiring bigger amounts of memory. The company is also starting to recover from narrower profit margins in the previous quarter.- BP (BP) shares surged as much as 10% in trading after the Wall Street Journal reported that Royal Dutch Shell Plc is in early-stage talks to acquire its London-based rival. Talks between company representatives are active, but any terms of a potential deal couldn’t be learned and a transaction is far from certain, the newspaper reported, citing people familiar with the matter. BP is under intense pressure after years of under-performance and the intervention of activist shareholder Elliott Investment Management. Speculation has been growing that the embattled company would become a takeover target, and Bloomberg reported in May that Shell had been studying the merits of a deal.- Nvidia (NVDA) shares rose to an all-time high on Wednesday, with the leader in artificial intelligence chips extending an advance that has cemented its position as one of the most valuable companies in the world. The stock rose 4.3% to $154.31, taking out an all-time high that has stood since January. The record is only the latest milestone for the company, which has risen 63% off an April low, a rally that has added nearly $1.5 trillion to its market capitalization. With the day’s gain, Nvidia stands as the world’s largest stock, with a market cap of about $3.77 trillion, overtaking Microsoft Corp. at $3.66 trillion.See omnystudio.com/listener for privacy information.

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Coinbase New Price Target, FedEx Warning, General Mills Falls Wednesday, June 25, 2025

On this edition of Stock Movers:- Coinbase (COIN) shares gain after Bernstein raised the target on the crypto trading platform to $510, a Street high and 48% above Tuesday’s close, from $310. The company’s revenue is set to more than double by 2027 as it benefits from strong trading growth, as well as non-trading revenue lines such as staking and stablecoins, analyst Gautam Chhugani wrote in a note to clients.- FedEx (FDX) shares sank after the carrier warned that its profit would be worse than expected this quarter and declined to offer guidance for the rest of the year, underscoring the significant impact that President Donald Trump’s trade war continues to have on its business. The company’s shares fell 5.6% as of 9:33 a.m. in New York on Wednesday after FedEx reported quarterly results, extending their slide for the year. The shipping giant’s stock was down 18% in 2025 through Tuesday’s close, while the S&P 500 index rose modestly over that span.- General Mills (GIS) shares fell after the food company reported a larger-than-expected drop in 4Q organic sales, driven by a 7% decline in its North America Retail segment. GIS also projects a steeper decline in annual adjusted EPS than the current consensus estimate. “Our full-year sales trends did not meet our expectations, driven in part by continued value-seeking orientation and weaker consumer sentiment,” CEO Jeff Harmening said.See omnystudio.com/listener for privacy information.

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Bumble Rises, FedEx Drops, Blackberry Gains on Revenue Forecast Wednesday, June 25, 2025

On this episode of Stock Movers:- Bumble (BMBL) shares rise after the company said it’s cutting almost one-third of its staff, months after founder Whitney Wolfe Herd returned as chief executive officer to overhaul the struggling dating app.- FedEx (FDX) shares drop after the company warned that its profit will be worse than expected this quarter and declines to offer guidance for the rest of the year due to the uncertain global demand environment.- Blackberry (BB) shares gain after the software company boosted its revenue forecast for the full year. Analysts were positive about the company’s forecast and hiked their price target on the stock.See omnystudio.com/listener for privacy information.

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FedEx Tariff Concern; Quantumscape Battery Leap; Coinbase Jumps Wednesday, June 25, 2025

On this episode of Stock Movers:- FedEx (FDX) is sinking on a warning on tariffs. FedEx warns that its profit will be worse than expected this quarter due to the impact of President Donald Trump's trade war on its business. The company's shares dropped 6% in premarket trading, and its stock is down 18% year to date, with US-China shipments deteriorating sharply in May.- Quantumscape (QS) shares are soaring after the company said it made a big leap forward in its process for making solid-state batteries. The battery startup said after the bell that it has successfully integrated its advanced Cobra separator process into baseline cell production.- Coinbase (COIN) is moving to the upside today as it gets a price target boost. Bernstein raised the target on Coinbase Global Inc. Class A to $510 from $310. Maintains outperform rating. Bernstein moved its target to the high end of the range, implying a 48% increase from last price.- BlackBerry (BB) shares are higher this morning after the software company boosted its revenue forecast for the full year. Analysts were positive about the company’s forecast and hiked their price target on the stock.See omnystudio.com/listener for privacy information.

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FedEx Tariff Warning; Coinbase Boost; BlackBerry Climbs Wednesday, June 25, 2025

On this episode of Stock Movers: - FedEx (FDX) is sinking on a warning on tariffs. FedEx warns that its profit will be worse than expected this quarter due to the impact of President Donald Trump's trade war on its business. The company's shares dropped 6% in premarket trading, and its stock is down 18% year to date, with US-China shipments deteriorating sharply in May. - UPS (UPS) shares are following FedEx lower on broader concerns about the shipping industry. President Donald Trump’s erratic trade policies continue to handcuff the ability of executives to predict where their businesses are headed. That lack of visibility is especially challenging for FedEx and shippers — economic bellwethers. - Coinbase (COIN) is moving to the upside today as it gets a price target boost. Bernstein raised the target on Coinbase Global Inc. Class A to $510 from $310. Maintains outperform rating. Bernstein moved its target to the high end of the range, implying a 48% increase from last price.- BlackBerry (BB) shares are higher this morning after the software company boosted its revenue forecast for the full year. Analysts were positive about the company’s forecast and hiked their price target on the stock.See omnystudio.com/listener for privacy information.

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Babcock Buyback, Worldline Hits Record Low, Stellantis Up Wednesday, June 25, 2025

On this episode of Stock Movers:- Babcock International Group raised its medium-term profit target and announced its first-ever share buyback as the UK defense firm benefits from a surge in military spending.- Worldline SA shares fell by more than a fifth on Wednesday, following reports that the company covered up fraud by customers.- Stellantis rises as much as 4.1% as Jefferies upgrades the automaker to buy from hold, writing in a note that operations may be starting to take a more positive turn.See omnystudio.com/listener for privacy information.

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Carnival Hikes Profit Outlook, Uber - Waymo Atlanta Partnership, FedEx Misses Estimates Tuesday, June 24, 2025

On this edition of Stock Movers:- Carnival (CCL) shares jumped after it raised its full-year profit outlook as cruise demand has shrugged off the volatile economic and geopolitical backdrop. Its stock surged by as much as 10%, while peers Royal Caribbean Cruises Ltd., Norwegian Cruise Line Holdings and Viking Holdings Ltd. also rose by more than 4.3%. Earnings will be around $1.97 per share this year, the company said in a statement Tuesday morning, up from its previous view of $1.83 per share. Analysts had expected $1.85 per share. The cruise operator also hiked its targets in March after a strong start saw impressive booking growth with record pricing.- US defense stocks are declining Tuesday as Israel and Iran appeared to be honoring a ceasefire agreement unexpectedly announced by President Donald Trump overnight.- Uber (UBER) shares are up after the ride-hailing company said in a press release that it will be partnering with Alphabet Inc’s Waymo to offer ride-sharing through autonomous vehicles in Atlanta. In addition, Lime, the Uber-backed electric bike startup, has hired investment banks to prepare for a US initial public offering, according to a report from Reuters.- FedEx (FDX) shares are down in after hours trading after the company forecasted a worse-than-expected profit for the current quarter in a sign that soft demand from consumers and businesses rattled by tariffs is unlikely to improve in the near term. Adjusted earnings in its fiscal first quarter will be $3.40 to $4 a share, the company said Tuesday in a statement. The range fell below the $4.03 average of analyst estimates compiled by Bloomberg.See omnystudio.com/listener for privacy information.