Afleveringen
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- Abercrombie & Fitch (ANF) shares jumped after the retailer upped its full-year outlook, suggesting confidence in its ability to navigate the changing tariff landscape. The fashion retailer now sees full year net sales growth of 3% to 6% up from its estimate of 3% to 5% in March. This included approximately $50 million of tariff expenses.
- GameStop (GME) shares fell after the company announced it bought 4,710 Bitcoin tokens. This is the video-game seller’s first Bitcoin purchase after it announced in March that it plans to add the cryptocurrency as a treasury reserve asset, following the model set out by Michael Saylor’s Strategy. At current prices, GameStop’s Bitcoin holdings are worth over $507 million.
- Nvidia (NVDA), the maker of chips vital to a massive build-out of AI infrastructure, will give an earnings report after the close of US trading Wednesday that provides investors with a sense of whether that flood of spending is sustainable. While demand remains strong from Nvidia’s large US customers, the company is facing growing restrictions on shipping its technology to China. The curbs have already forced Nvidia to take a $5.5 billion write-down, and they’re clouding the chipmaker’s prospects in a critical market.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Fair Isaac Corp. (FICO) shares snap five days of losses, after Baird raised the recommendation on the credit analytics firm to outperform from neutral, saying the recent regulatory risk driven pullback returns shares to valuation that can “enable good multi-year upside.”
- Abercrombie & Fitch (ANF) shares surge after the retailer raised its full-year outlook, showing confidence in navigating the changing tariff landscape. The retailer now expects full-year net sales growth of 3% to 6%, including $50 million of tariff expenses, and does not plan broad-based ticket increases.
- Fannie Mae (FNMA) shares rise after President Donald Trump said that the US government would retain guarantees and an oversight role over Fannie Mae and Freddie Mac even as he pursues a public offering for the mortgage giants.See omnystudio.com/listener for privacy information.
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Zijn er afleveringen die ontbreken?
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On this episode of Stock Movers:
- Macy's (M) shares rise after the company posted better-than-expected quarterly results, with comparable-store sales falling less than analysts had anticipated and revenue of $4.6 billion surpassing the average estimate. The company maintained its sales outlook for the current year, despite new tariffs and moderation in consumer discretionary spending, and anticipates "modest" price increases.
- Abercrombie & Fitch (ANF) shares surge after the retailer raised its full-year outlook, showing confidence in navigating the changing tariff landscape. The retailer now expects full-year net sales growth of 3% to 6%, including $50 million of tariff expenses, and does not plan broad-based ticket increases.
- Vail Resorts (MTN) shares gain after the company said Executive Chairperson Rob Katz will return to the role of chief executive officer, replacing Kirsten Lynch, who stepped down. The company, based in Broomfield, Colorado, also reaffirmed financial guidance shared in April.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
Macy’s (M) posted better-than-expected quarterly results — a sign the department-store operator’s strategy of focusing on its best-performing locations is starting to pay off despite weakening consumer sentiment and tariff volatility.Comparable-store sales in the fiscal quarter ended May 3 fell less than analysts had anticipated, the company reported on Wednesday, while revenue of $4.6 billion in the period also surpassed the average estimate.
- Abercrombie & Fitch (ANF) shares rose sharply in premarket trading Wednesday after the retailer upped its full-year outlook, suggesting the retailer is confident in its ability to navigate the changing tariff landscape.The fashion retailer now sees full year net sales growth of 3% to 6% up from its estimate of 3% to 5% in March. This included approximately $50 million of tariff expenses.Comparable sales for the Abercrombie namesake brand fell 10% in the quarter ending May 3, a bigger drop than analysts were anticipating, the New Albany, Ohio-based company said. Hollister brand comparable sales were up 23%, far surpassing expectations.
- Okta (OKTA)shares are down 12% in premarket trading, after the cybersecurity company gave a weaker-than-expected outlook for second-quarter current remaining performance obligation. Analysts see the forecast as conservative.
- Vail Resorts (MTN) shares jump 11% in US premarket trading after the operator of ski resorts reappointed Rob Katz as CEO, succeeding Kirsten Lynch, and reaffirmed its fiscal 2025 guidance. Analysts see the leadership change as positive, with JPMorgan upgrading its rating on the stock.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Macy's (M) posted better-than-expected quarterly results — a sign the department-store operator’s strategy of focusing on its best-performing locations is starting to pay off despite weakening consumer sentiment and tariff volatility. Comparable-store sales in the fiscal quarter ended May 3 fell less than analysts had anticipated, the company reported on Wednesday, while revenue of $4.6 billion in the period also surpassed the average estimate.
- Stellantis NV (STLA) appointed its Americas head Antonio Filosa as chief executive officer, relying on an experienced company insider to turn around the automaker after former boss Carlos Tavares was forced out over slumping sales and profit. Filosa, 51, will take the helm at the maker of Jeep sport utility vehicles and Fiat cars on June 23, Stellantis said Wednesday. He was promoted to head the company’s North American operations in October as part of a broader shake-up in the waning days of Tavares’ tenure, and has been with the group for more than two decades.
- Honeywell International Inc. (HON) agreed to cooperate with Elliott Investment Management and add a member of the activist shareholder to its board as the industrial firm prepares to split into three companies. Honeywell named Marc Steinberg, a partner at Elliott, as an independent director and audit committee member, the Charlotte, North Carolina-based manufacturer said in a statement on Wednesday. The appointment is effective May 31.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Stellantis appointed its Americas head Antonio Filosa as chief executive officer, relying on an experienced company insider to turn around the automaker after former boss Carlos Tavares was forced out over slumping sales and profit.
- Soitec shares plunge as much as 26% after the company withdrew its guidance for 2026 and its medium-term revenue and Ebitda margin targets, citing reduced visibility and market uncertainties.
- Kingfisher shares drop as much as 5.4%, the most in two months, after the DIY retailer left investors disappointed by not upgrading its annual profit guidance, according to analysts, despite better weather in the UK helping like-for-like sales to come in ahead of expectations in the first quarter.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- OKTA: Okta shares fell in postmarket trading after the cybersecurity company’s second-quarter forecast for current remaining performance obligation fell short of the average analyst estimate. Okta's muted growth view of 10-11% for current remaining performance obligations in fiscal 2Q26 implies a sharp deceleration from its 1Q results and could be due to a longer sales cycle, even with the company's expanded product suite and exposure to demand for identity security in AI-agent deployments, according to Bloomberg Intelligence.
- MTN: Vail Resorts shares jumped in extended trading after the operator of ski resorts said it reappointed Rob Katz as CEO, succeeding Kirsten Lynch, who has stepped down from the role. The company also reaffirmed its fiscal 2025 guidance. Katz will continue to serve as the chairperson of the board, which comprises 11 directors, according to a press release.
- TSLA: Tesla Inc.’s inroads in self-driving, robots and home energy systems is keeping Baillie Gifford invested in Elon Musk’s company, even after trimming its stake substantially, a director at the Scottish asset manager said. “Our holding in Tesla has not vanished completely. It’s smaller than it has been, but it’s a company that we’ll continue to watch,” Hamish Maxwell, a director and analyst with Baillie Gifford’s Scottish Mortgage Investment Trust said Tuesday in an interview.See omnystudio.com/listener for privacy information.
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Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Carol Massar and Tim Stenovec.
On this episode of Stock Movers:-- US Steel (X) is coming off its surge on Friday after President Trump said the US would have control over the company as part of its partnership with Nippon Steel. US Steel is backing the president's move and reaffirming its commitment to the Nippon Partnership
-- (PDD) Shares of Temu owner PDD Holdings Inc. plunged in US trading after its quarterly sales and profit missed estimates, underscoring how trade tensions between Beijing and Washington are taking a toll on its business. Revenue for the March quarter was 95.7 billion yuan ($13.3 billion), falling short of the average analyst estimate of 101.6 billion yuan. Net income totaled 14.7 billion yuan, while analysts had expected 25.7 billion yuan. PDD’s US depositary receipts tumbled in New York on Tuesday after markets opened.
--Vertical Aerospace (EVTL) shares rise as much as 6.9% after the aerospace and technology company says it has made “European aviation history with the first-ever” piloted flight of a winged electric vertical take-off and landing (eVTOL) aircraft in open airspace.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
PDD: Shares of Temu owner PDD Holdings Inc. plunged in US trading after its quarterly sales and profit missed estimates, underscoring how trade tensions between Beijing and Washington are taking a toll on its business. Revenue for the March quarter was 95.7 billion yuan ($13.3 billion), falling short of the average analyst estimate of 101.6 billion yuan. Net income totaled 14.7 billion yuan, while analysts had expected 25.7 billion yuan. PDD’s US depositary receipts tumbled in New York on Tuesday after markets opened.
DJT: Trump Media & Technology Group Corp., the company behind Truth Social, agreed to sell around $1.5 billion in stock and $1 billion in convertible bonds to buy Bitcoin for its treasury. The company’s shares fell Tuesday after rallying premarket following a Financial Times report on its plans to raise capital to spend on cryptocurrencies.
AAPL: Shares of Apple Inc. rose following their longest selloff in more than three years, as escalating attacks from the White House threaten to further erode the company’s profit outlook, suggesting the stock’s struggles this year are far from over.
President Donald Trump on Friday threatened to levy a 25% tariff on the company’s products if it doesn’t shift iPhone production to the US. Shares fell 3% to end the week, their eighth straight negative session, the longest such selloff since January 2022. The stock rose 1.7% on Tuesday.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- AMD shares rise after HSBC upgraded the chipmaker to hold from reduce. Analyst Frank Lee cites “the recent re-rating on the back of the Saudi AI deal, as well as tariff de-escalation.” Earlier this month, it struck a deal with Sanmina, which will buy AMD's AI server assembly plants that deal is worth as much as $3 billion.
- Apple rebounds after a lengthy selloff as analysts continued to digest the impact of the Trump administration’s tariff policies. On Friday, President Donald Trump threatened a 25% tariff on Apple if it doesn’t shift iPhone production to the US.
- GM shares gain as its financing arm is out with a multi-tranche bond deal today after selling more than $2 billion of notes three months ago. Bloomberg Intelligence cites a recent study by CarEdge study that shows roughly 65% of potential new-car buyers would walk away from the market entirely if monthly payments rose just 5%.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Salesforce shares fall after the company agreed to acquire Informatica for about $8 billion. It’s one of Salesforce’s biggest acquisitions and adds to over $800 billion of North American deals so far in 2025, more than a 23% increase from a year ago.
- Southwest Airlines shares rise after the airline said it will charge $35 for an initial checked bag and $45 for the second starting May 28. This ends one of the long-held policies that had set the carrier apart from rivals in the US industry for decades.
- Broadcom shares rise ahead of its earnings report next week. Its revenue diversity and cash flow boosts its relative value appeal versus its peers in the sector, according to Bloomberg Intelligence’s Robert Schiffman.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Salesforce (CRM) shares are higher this morning despite moving to acquire daata-management software firm Informatica (INFA), which is also rallying on the WSJ report. Sources tell the Journal that Salesforce is expected to pay $25 per share for Informatica, and beat out multiple other strategic and private-equity suitors.
- Trump Media & Technology Group (DJT) is moving higher this morning on a Financial Times report that the company's planning to raise $3 billion to buy cryptocurrencies. The report says the company of President Trump's family is looking to issue $2 million in stock and $1 billion through convertible bonds.
- US Steel (X) is coming off its surge on Friday after President Trump said the US would have control over the company as part of its partnership with Nippon Steel. US Steel is backing the president's move and reaffirming its commitment to the Nippon Partnership.
- PPD Inc. (PPD) is lower after the budget shopping site reported the lowest adjusted operating margin in three years.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Salesforce (CRM) shares are higher this morning despite moving to acquire data-management software firm Informatica (INFA), which is also rallying on the WSJ report. Sources tell the Journal that Salesforce is expected to pay $25 per share for Informatica, and beat out multiple other strategic and private-equity suitors.
- Trump Media & Technology Group (DJT) is moving higher this morning on a Financial Times report that the company's planning to raise $3 billion to buy cryptocurrencies. The report says the company of President Trump's family is looking to issue $2 million in stock and $1 billion through convertible bonds.
- Newmont (NEM) is one of the few early downside movers, echoing the macro gold trade lower. Despite gold's rally for much of the year, there's a broad risk on trade this morning that's leading stocks tied to gold and gold mining lower.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- NATO Secretary General Mark Rutte confirmed the alliance will seek to adopt a new defense spending target of 5% of GDP at a June summit, meeting a demand by US President Donald Trump that had originally seemed unrealistic.
- LVMH’s hold rating is reiterated at HSBC, which trims its price target to €525 from €575. The bank advises its clients to “curb your enthusiasm, one more time” as key luxury-sector markets remain under pressure.
- HSBC has culled more than two dozen analysts in recent days as Europe’s largest lender deepens a restructuring of its investment banking businesses, according to people familiar with the matter.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Moderna (MRNA), along with shares of other vaccine developers like Novavax (NVAX) rose this week after hearing the FDA's approach for the path forward on Covid shots. Moderna jumped as much as 15% on Tuesday after the FDA outlined guidance that was received as "better than expected", and may contain a silver lining, according to Bloomberg Intelligence analyst Sam Fazeli. “The guidance, coming from two critics of the booster program, may actually increase the uptake of shots in the general US population given many have co-morbidities,” Fazeli writes in a note. The FDA's new policy doesn’t require the companies to do costly new trials to keep selling Covid vaccines for older adults who are more likely to get vaccinated. It also doesn’t require additional studies to sell the shots to those with underlying health risks — a group that represents between 100 million and 200 million Americans, including those who are obese and have mental health conditions like depression.
- Dollar General (DLTR) shares rose after Walmart said it will raise prices to combat tariff-related headwinds. Investors think this move could send Walmart shoppers to dollar stores to seek cheaper prices. “If you’ve not already seen it, it will happen in May and then it will become more pronounced,” Walmart CFO John David Rainey said of potential price hikes in an interview. The range of outcomes is “pretty extreme,” Rainey said, adding that the company is bracing for a bigger hit from the trade war and overall economic malaise in the coming months.
- Deckers Outdoors (DECK) shares tumbled as much as 24% during trading on Friday, the most intraday since March 2020 after the owner of Hoka running shoes and Ugg boots provided a disappointing fiscal first-quarter forecast. The company also declined to provide full-year guidance due to the current macro uncertainty. The results from Deckers, along with President Trump’s EU tariff threat, drives the S&P 1500 Footwear Index (S15FOOT) down as much as 6.1%, the worst intraday drop since April 10.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Scarlet Fu, Carol Massar and Tim Stenovec.
- US Steel (X) surged after President Donald Trump backed a partnership between the company and Japan’s Nippon Steel, crediting his tariff policies for an investment that would keep the iconic American firm in the US. While Trump appeared to stop short of endorsing Nippon Steel’s proposed $14.1 billion takeover of US Steel, shares of the American steelmaker surged as much as 26%, on apparent optimism over the deal’s prospects. “I am proud to announce that, after much consideration and negotiation, US Steel will REMAIN in America, and keep its Headquarters in the Great City of Pittsburgh,” Trump said on Truth Social on Friday. “My Tariff Policies will ensure that Steel will once again be, forever, MADE IN AMERICA.” Trump said the partnership would create at least 70,000 jobs and add $14 billion to the US economy, with the bulk of the investment occurring in the next 14 months. He also said he would appear at an event on May 30 in Pittsburgh.
- Informatica (INFA) rose on the word that Salesforce (CRM) is in talks to acquire the software company, rebooting a pursuit that fell through last year, people familiar with the matter said. If a deal is reached, it could be announced as soon as next week, according to the people, who asked to not be identified because the discussions are private. No final decision has been made and talks may still falter or another buyer could emerge, they said. Cloud Software Group has been interested in the asset too, the people said. Shares in Informatica rose as much as 28% on Friday for their biggest intraday gain. Salesforce shares closed lower.
- Booz Allen Hamilton (BAH) shares slumped as much as 19%, the most intraday since 2017, after the defense contractor's forecast fiscal 2026 profit that missed estimates. Management also sees much smaller revenue growth compared to fiscal 2025.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Apple (AAPL) shares are lower as the iPhone maker faces escalating pressure from President Donald Trump to do what many analysts insist would be nearly impossible: move production of its iconic iPhone to the US from overseas. Trump on Friday threatened Apple with a tariff of at least 25% if it doesn’t manufacture its flagship product line in the US, his starkest demand yet for the tech giant to commit to more domestic assembly. The warning came days after a Tuesday meeting between the president and Apple Chief Executive Officer Tim Cook at the White House, a US official said. “I have long ago informed Tim Cook of Apple that I expect their iPhone’s that will be sold in the United States of America will be manufactured and built in the United States, not India, or anyplace else,” Trump said in a post on Truth Social on Friday. “If that is not the case, a Tariff of at least 25% must be paid by Apple to the U.S.”
- Intuit (INTU) ripped higher on after the company posted strong revenue growth following the end of the US tax season, suggesting the financial software company is finding success offering users more expensive services. Fiscal third-quarter revenue increased 15% to $7.8 billion, the company said Thursday in a statement. Analysts, on average, estimated $7.6 billion, according to data compiled by Bloomberg. The period that ended April 30 — including tax season — is the most critical for the maker of TurboTax and other finance software. Profit, excluding some items, was $11.65 a share, compared with analysts’ average projection of $10.96.
- Deckers Outdoor (DECK) shares tumbled as much as 24%, the most intraday since March 2020, after the owner of Hoka running shoes and Ugg boots provided a disappointing fiscal first-quarter forecast. The company also declined to provide full-year guidance due to the current macro uncertainty.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Ross shares drop after second-quarter earnings per share forecast missed the average analyst estimate. The company also withdrew its full-year sales and earnings guidance, citing heightened macroeconomic and geopolitical uncertainty.
- Nike shares drop. Bloomberg Intelligence's tariff tracker shows Nike among the most affected companies. Just yesterday, shares were up after the company returned to Amazon.com’s online store following an absence since 2019. 50% of all Nike shoes and 28% of its apparel production in 2024 came from factories in Vietnam. China accounted for 16% the company’s apparel and Cambodia was responsible for making 15%
- Seagate shares rise after the computer hardware and storage company hosted an upbeat investor day event. It set targets for period through fiscal 2028, including 40% adjusted gross margin with further expansion opportunity. The company also plans to buy back up to $5 billion of shares.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
-Apple shares drop after President Trump threatened a 25% levy on Apple if the tech giant failed to move iPhone manufacturing to the US. Analysts at Wedbush estimate that such tariffs translate into iPhone prices of ~$3,500/
-Deckers shares drop as Owns Ugg boots and Hoka running shoes provided a disappointing fiscal first-quarter forecast. Management also declined to provide full-year guidance due to macro uncertainty related to evolving global trade policies.
-Intuit shares rise after the tax-preparation software company reported third-quarter results that beat expectations and raised its full-year forecast. BMO analysts say they remain supportive given more AI-fueled innovation launching in the coming weeks.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Apple (APPL) shares are taking a hit in the premarket
- Deckers (DECK) shares are declining after the maker of Hoka running shoes and UGG boots provided a disappointing fiscal 1Q forecast. Management also declined to provide full-year guidance due to macro uncertainty related to evolving global trade policies.
- Ross Stores (ROST) is down this morning after the retailer’s second-quarter earnings per share forecast missed the average analyst estimate. The company also withdrew its full-year sales and earnings guidance, citing heightened macroeconomic and geopolitical uncertainty.
- Intuit (INTU) shares are higher in extended trading, after the tax-preparation software company reported third-quarter results that beat expectations and raised its full-year forecast.See omnystudio.com/listener for privacy information.
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