Afleveringen
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Micron (MU) and Sandisk (SNDK) are both lower off of Samsung news. Samsung's quarterly profit surged, prompting investors to cash out of a near-150% rally this year that had baked in the AI-fueled growth. Revenue more than doubled to 171 trillion won, and analysts expect memory shortages to last through 2027 at least, giving Samsung and rivals enormous pricing power. But the company’s shares slid more than 10% in Seoul, leading a plunge in the benchmark Kospi that triggered a brief circuit-breaker suspension, despite posting preliminary operating income of 89.4 trillion won for June quarter.t
- SpaceX (SPCX) is lower even though at least six brokers, including Morgan Stanley and Goldman Sachs, have started coverage of SpaceX with buy-equivalent ratings. SpaceX’s addition to the Nasdaq 100 should provide considerable support to the stock, considering the number of funds that track the tech-heavy benchmark.
- Fiserv (FISV) is climbing as the Wall Street Journal reports big banks including JPMorgan Chase, Bank of America, Wells Fargo and PNC Financial Services Group have held preliminary discussions about a deal to acquire a network owned by the financial-technology company Fiserv.
- Crinetics Pharmaceuticals (CRNC) is soaring after Vertex Pharmaceuticals agreed to buy Crinetics for $10 billion in cash to expand into endocrinology.See omnystudio.com/listener for privacy information.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Soitec and other European tech stocks fell as volatility hit chipmakers anew after blowout earnings from Samsung left investors wanting even more.
- Chinese carmaker BYD first approached Renault about two years ago to buy a stake in the French carmaker, which ended partnership discussions at the time, newspaper Les Echos reports Tuesday, without identifying the source of the information.
- Beauty Tech Group forecast revenue for the full year of at least GBP170 million.See omnystudio.com/listener for privacy information.
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Zijn er afleveringen die ontbreken?
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- European semiconductor stocks are falling across the board after Samsung Electronics reported preliminary results that failed to meet higher investor expectations. Shares in ASML fell as much as 5.1%.
- Shell has had another strong oil and gas trading result in the second quarter as it benefited from the market turmoil caused by the Iran war. Shares rose as much as 2.6%.
- Saab shares rise as much as 7% as Morgan Stanley upgrades to overweight ahead of a planned NATO summit.See omnystudio.com/listener for privacy information.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Samsung's quarterly profit surged 19-fold but failed to impress investors used to eye-catching growth numbers from the suppliers of chips to the global AI boom. Shares in Samsung fell as much as 10.6%
- Japanese banks provided the biggest support to the Nikkei 225 stock average, though they pared earlier gains after Japan’s 30-year government bond auction drew strong demand, sending yields lower. Mitsubishi UFJ Financial Group shares rose as much as 4.4%.
- Chinese Internet names rally as their models continue to improve and benefit from tech rotation. Shares in Tencent rose as much as 6%.See omnystudio.com/listener for privacy information.
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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:
- Vertex Pharmaceuticals (VRTX) agreed to buy Crinetics Pharmaceuticals (CRNX) for $10 billion in cash to expand into endocrinology, including medicines for acromegaly and hormone disorders. The purchase price of $85 per share is a 102% premium over where Crinetics shares closed on Monday. The deal, which has been approved by both boards, is expected to close in the third quarter.
- Honeywell International spinoff Solstice Advanced Materials (SOLS) will acquire Element Solutions in a cash-and-stock deal valued at about $14.5 billion, creating a market leader in the specialty chemicals sector. Element shareholders will receive $10 in cash and half a share of Solstice stock for each Element share, according to a statement Monday. That represents an implied value of about $50.10 per Element share, for a premium of roughly 15% over its July 2 closing price.
- TeraWulf (WULF) shares rose as much as 19%, the most since February, after it signed a 20-year lease with Anthropic for its Justified Data campus in Kentucky and agreed to sell its majority stake in the Abernathy joint venture to a Fluidstack-led investor group.See omnystudio.com/listener for privacy information.
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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, Katie Griefeld, Carol Massar and Emily Graffeo
- A powerful rebound in semiconductor stocks lifted Wall Street on Monday, driving the tech-heavy Nasdaq 100 sharply higher, as investors dumped defensive corners of the market in a broad risk-on rotation. The session’s driving force was memory. A DRAM-sector surge rippled across chipmakers ahead of Samsung‘s quarterly sales updates and SK Hynix‘s planned U.S. listing this Friday, with the market betting the artificial-intelligence trade that has powered the bull run still has room to run.
-Shares of O’Reilly Automotive (ORLY) extend Thursday’s decline, dropping 7.0% to the lowest level since January 2025 after last week’s report that the firm has expressed interest in acquiring Genuine Parts Co.’s auto-parts segment. Just before the holiday weekend, Bloomberg reported that O'Reilly may be willing to spend $10 billion or more in a cash bid for the auto parts arm of Genuine Parts. The news comes after Genuine Parts announced in February that it would split the company, breaking up the automotive and industrial sides of the business in the first quarter of 2027. O'Reilly did not return requests for comment. Broadcom (AVGO) gained 3.8%
- JB Hunt Transport Services (JBHT) shares are down 2% premarket after Morgan Stanley analyst Ravi Shanker cut the recommendation on the intermodal freight carrier to underweight from equal-weight. The stock’s valuation is “unjustifiable” after a rally, and intermodal carriers will benefit from an upturn in the freight transportation sector “with later and smaller gains than the market expects,” the analyst wrote in a note.See omnystudio.com/listener for privacy information.
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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:
- Shares of O’Reilly Automotive (ORLY) extend Thursday’s decline, dropping 7.0% to the lowest level since January 2025 after last week’s report that the firm has expressed interest in acquiring Genuine Parts Co.’s auto-parts segment.
- AMC Entertainment Holdings (AMC) stock is trading lower on Monday due to persistent investor concerns over equity dilution and long-term financial stability. The company recently closed a registered direct offering of 95,250,000 shares of common stock, raising gross proceeds of approximately $200 million.
- Broadcom (AVGO) shares are up 3.9% on Monday, after the chipmaker agreed to develop and supply a range of custom ASIC silicon products for use in multiple generations of Apple products. The pact is extended to 2031.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
-Microsoft (MSFT) shares fall. Microsoft Corp.'s Xbox plans to eliminate 3,200 jobs, or around 20% of its staff over the next year, as part of a massive reorganization to spur growth in the struggling gaming division.
-JetBlue Airways (JBLU) shares fall after Raymond James downgraded the company to underperform from market perform. Savanthi Syth sees “limited upside” in the stock following recent strength, with the stock up more than 30% off a June low.
-Strategy (MSTR) shares fall. Michael Saylor’s Strategy Inc. sold $216 million of Bitcoin last week, marking the first major step in the financing overhaul the company unveiled in recent days.See omnystudio.com/listener for privacy information.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Korean-listed shares of SK Hynix (000660 KS) declined after the chipmaker kicked off the formal marketing process for its US listing on Friday. The company is seeking to sell American depositary receipts representing about 17.79 million common shares, which would be valued at about $28 billion based on Friday’s closing price in Seoul. The offering of ADRs comes after the firm’s Seoul-traded stock rallied about 260% this year, propelling the company’s market capitalization above $1 trillion.
- Shares of Broadcom (AVGO) moved lower ahead of the US market open after the company said that it will provide custom chips for Apple Inc. (AAPL) in an expanded deal that runs through 2031. The companies have signed a new multi-year agreement, through which Broadcom will develop custom ASIC chips, short for application-specific integrated circuit. That means they were designed for a particular purpose. The chips will be used in “multiple generations of Apple products,” Broadcom said in a filing.
- Shares of Honeywell spinoff Solstice Advanced Materials (SOL) and Element Solutions (ESI) rose in premarket trading after the Financial Times reported that the firms are in talks to merge, citing people familiar with the matter. Discussions between the two companies over a merger are ongoing; a deal could come together as soon as this week.See omnystudio.com/listener for privacy information.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shares of SanDisk (SNDK), along with other chipmakers and AI-related firms, are moving higher in premarket trading ahead of Samsung’s June quarter earnings and updates to SK Hynix Inc.’s massive ADR listing.
- Shares of Comcast Corp. (CMCSA) are edging higher ahead of the US market open after British broadcaster ITV agreed to sell its Media and Entertainment arm to Comcast-owned Sky Group Ltd. in a deal worth as much as £1.6 billion ($2.1 billion) including debt, reshaping the UK television industry. The agreement to sell ITV’s free-to-air TV channel operations and the ITVX streaming platform includes £1.2 billion in cash, the transfer of the producer of hit TV show The Great British Bake Off and as much as £200 million in additional contingent payments tied to advertising performance, the companies said in a statement Monday.
- Shares of EasyJet (EZJ LN) rallied to the highest level since February 2022 after the budget airline accepted a takeover offer from US private equity firm Castlelake at 690p a share. Castlelake swooped in as the UK budget carrier was reeling from soaring jet fuel prices and suppressed demand after the Iran war.See omnystudio.com/listener for privacy information.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- EasyJet has agreed to a takeover offer of more than £5 billion from Castlelake, signalling a potential wave of deal-making in the airline sector. EasyJet shares soared as much as 11.4%
- Italy may raise defence spending by €17 billion over two years to meet a NATO target. Leonardo shares rose as much as 5.6%.
- BE Semiconductor shares slip as much as 7.7% on Monday after South Korea news outlet ZDNet reported that chipmakers may further delay the full adoption of an advanced chip packaging technology.See omnystudio.com/listener for privacy information.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- EasyJet has agreed to a takeover offer of more than £5 billion from Castlelake, signalling a potential wave of deal-making in the airline sector. EasyJet shares soared to more than 11%.
- Thales has agreed to buy the Gorgé family’s 35.51% stake in Exail Technologies and plans to acquire the rest of the maritime robotics company via a mandatory tender offer.
- Continental has agreed to sell its industrial unit to Lone Star Funds, completing the German manufacturer’s shift to focus on its tires business. Continental shares dipped as much as 3.2%.See omnystudio.com/listener for privacy information.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- A gauge of Asian chipmakers slipped 1%, with SK Hynix dropping 3.8% ahead of this week’s $29 billion US stock-market listing.
- Shares of Asian printed circuit board makers slumped after a report that Nvidia’s next-generation AI server rack system has been delayed by more than a year due to manufacturing difficulties. Shares in Murata fell as much as 10.6%
- Tencent shares rise as much as 5.2% in Hong Kong after JPMorgan said it expects the company’s stock price to rebound thanks to its AI agent launch in Weixin.See omnystudio.com/listener for privacy information.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers, we look at some of the week's biggest gainers and decliners:
Bloomberg's Avalon Pernell joins host Nathan Hager to look ahead to SpaceX (SPCX) joining the Nasdaq 100 and to preview key earnings from PepsiCo (PEP) and Delta (DAL).See omnystudio.com/listener for privacy information.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Craneware shares tumble as much as 31%, the most in seven years, after the software company warned that FY26 financial performance is likely to be below market expectations. Peel Hunt says the guidance reset reflects timing headwinds and the long-term strategic case remains intact.
- A Reckitt Benckiser unit was cleared by a jury in St. Louis of a claim that the company hid risks that its premature-infant formula can cause a bowel disease that sickened a baby girl.
- MIPS gains as much as 18%, the most in nearly two years, after the Swedish helmet technology firm announced it settled a patent infringement lawsuit initiated by BrainGuard. Pareto Securities says the news removes a key overhang and is “very positive.”See omnystudio.com/listener for privacy information.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Rheinmetall released an initial quantification of the impact from Germany’s recent cancellation of a naval contract for six F126 anti-submarine warships, saying it could result in a hit of up to €300 million on 2026 revenue.
- Pluxee gains as much as 8.6%, to the highest in almost two months, after the employee benefits provider delivered a slight beat in the third quarter and maintained its full-year guidance. Citi expects estimates to “nudge up,” with this update “lowering the bar” for the outlook.
- Maersk is raised to neutral from sell at Goldman Sachs, with the bank turning “less negative” on the 2027 supply-demand outlook, seeing a “slightly later and shallower acceleration in new capacity growth in 2027 partly due to delayed deliveries due to data center demand for generators.”See omnystudio.com/listener for privacy information.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- South Korea’s Kospi rebounds from earlier losses to jump as much as 3%, lifted by Samsung Electronics on a report it is in talks with Anthropic to develop a custom AI chip.
- The soft US jobs data is broadening out gains as higher US rates fade as a concern in near term. Tencent led the Chinese contribution to a positive reaction to the news up as much as 3.6%.
- Hong Kong’s Hang Seng Tech index jumps as much as 2.3% Friday, with shares tied to Chinese EV makers rallying for a second session as investor sentiment improves following June sales delivery. BYD jumps as much as 6.5% after release of Seal 08 model and strong overseas momentum in June sales; traders also pointed to short covering in BYD sharesSee omnystudio.com/listener for privacy information.
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On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:
- Shares of Genuine Parts (GPC) are up about 7% while shares of O'Reilly Automotive (ORLY) are down about 2% after Bloomberg said Genuine has attracted a cash bid for its auto parts unit from O'Reilly.
-Apple (AAPL) stock rose more than 4% to end the week, outperforming a sharply weaker technology sector. The technology giant is in negotiations to buy chips from two Chinese semiconductor makers on a Pentagon blacklist to help reduce the impact of a global memory shortage that’s forced the company to raise prices across its product line.
- Shares of semiconductor companies are down to close the week, after the Information reported that Anthropic started early-stage work on its own AI chip and held talks with Samsung Electronics as a potential manufacturing partner. The report cited three people familiar with the matter. Among notable movers: Micron -3.1%, Sandisk -9%, Western Digital -4.9%, Seagate -5.3%, Intel -2.9%, Nvidia -0.6%, AMD -3.9%, Broadcom -0.5%
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, Bailey Lipshultz, Norah Mulinda and Tim Stenovec
- Rivian Automotive (RIVN) shares climb 8.5% on Thursday after the electric vehicle maker reported second-quarter deliveries and lifted its full-year sales outlook. The company now expects to deliver between 65,000 and 70,000 vehicles this year, it said in a statement Thursday. That range exceeds the roughly 63,000 deliveries expected by Wall Street analysts. Rivian said it saw strong quarter-over-quarter growth for its commercial van and R1 EVs as it began sales of the new R2 electric SUV.
-Apple (AAPL) stock rose more than 4% on Thursday, outperforming a sharply weaker technology sector. The technology giant is in negotiations to buy chips from two Chinese semiconductor makers on a Pentagon blacklist to help reduce the impact of a global memory shortage that’s forced the company to raise prices across its product line.
-Shares of semiconductor companies are down on Thursday, after the Information reported that Anthropic started early-stage work on its own AI chip and held talks with Samsung Electronics as a potential manufacturing partner. The report cited three people familiar with the matter. Among notable movers: Micron -3.1%, Sandisk -9%, Western Digital -4.9%, Seagate -5.3%, Intel -2.9%, Nvidia -0.6%, AMD -3.9%, Broadcom -0.5%
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Shares of semiconductor companies are down on Thursday, after the Information reported that Anthropic started early-stage work on its own AI chip and held talks with Samsung Electronics as a potential manufacturing partner. The report cited three people familiar with the matter. Among notable movers: Micron -3.1%, Sandisk -9%, Western Digital -4.9%, Seagate -5.3%, Intel -2.9%, Nvidia -0.6%, AMD -3.9%, Broadcom -0.5%
-Tesla shares decline as much as 8.3% Thursday — the most intraday since last July — after the electric vehicle company’s second-quarter delivery beat failed to impress investors.
- Medical and pharmaceutical stocks gained as investors were looking to rotate into defensive sectors. Moderna (MRNA) rose 8.5% and was the top performer in the S&P 500. Universal Health Services and HCA Healthcare also were among the top S&P 500 stocks in the trading session.
See omnystudio.com/listener for privacy information.
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