Afleveringen
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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, Katie Griefeld, Carol Massar and Lisa Mateo.
- Micron Technology (MU) plans to increase its spending on new plants in the US to $250 billion to help meet unprecedented demand for its memory chips fueled by the global artificial intelligence boom. The funds would add $50 billion to the company’s previously announced commitment of $200 billion toward expanding domestic chipmaking that includes projects in New York, Idaho and Virginia. The spending will carry through 2035 and support Micron’s goal of making 40% of its dynamic random access memory products in the US a decade from now, the company announced Thursday. Shares of Micron rose as much as 9.1% to $1,035.50 after markets opened in New York. The company’s stock is up more than 250% since the start of the year, making it the best performer among US semiconductor peers.
- PepsiCo (PEP) shares are down 2% ahead of the bell after the company reported weaker-than-expected performance in domestic food and beverage categories for the second quarter. Management blamed “consumer budgets tightening due to rising inflationary pressures,” said and constant currency core EPS growth would be primarily weighted toward the fourth quarter, which some analysts say clouds visibility.
- Costco shares fall as much as 4.1%, to the lowest intraday since Jan. 9, after the club store operator’s June comparable sales missed Street expectations.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Lumentum Holdings (LITE) stock is trading higher on Thursday. The California-based technology firm is experiencing upward momentum alongside other companies in the fiber optic connectivity sector.
- PepsiCo (PEP) shares are down 2% ahead of the bell after the company reported weaker-than-expected performance in domestic food and beverage categories for the second quarter. Management blamed “consumer budgets tightening due to rising inflationary pressures,” said and constant currency core EPS growth would be primarily weighted toward the fourth quarter, which some analysts say clouds visibility.
- Meta Platforms (META) needs all the computing power it can get, according to Chief Executive Officer Mark Zuckerberg, but he is also considering renting out some of Meta's AI infrastructure to outsiders. Meta is developing plans for a cloud business, which could include selling access to various AI models hosted on Meta's existing AI infrastructure. Its stock is up over 5.52 % on Thursday.
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:
- Micron (MU) shares rise. Micron Technology Inc. plans to increase its spending on new plants in the US to $250 billion to help meet demand for its memory chips. The company's spending is expected to carry through 2035 and help support its goal of producing 40% of its DRAM components in the US.
- Paramount (PSKY) Skydance shares slide as much as 9%, the biggest intraday decline since December 5. Arete Research downgraded the media company to sell from neutral and reduced its price target to a Street low, highlighting the amount of debt the company would be saddled with should the Warner Bros. Discovery merger go through.
- PepsiCo (PEP) shares fall. PepsiCo Inc. said consumers pulled back in the second quarter as gas prices rose, slowing its efforts to revitalize its North American snack business. The company saw a decline in revenue in its North American food business and flat volume after cutting prices by as much as 15% in some brands.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
-Micron (MU) shares rise. Micron Technology Inc. plans to increase its spending on new plants in the US to $250 billion to help meet demand for its memory chips. The company's spending is expected to carry through 2035 and help support its goal of producing 40% of its DRAM components in the US.
-AstraZeneca (AZN) shares drop. AstraZeneca Plc's shares dropped more than 10% after a trial of a new heart drug failed to help prevent heart problems in patients with a rare disease. The drug, a gene silencer developed with Ionis Pharmaceuticals Inc., didn't reduce cardiovascular events or deaths from heart problems in a late-stage trial.
-Meta (META) shares fall. Reuters reports that the Facebook parent plans to start manufacturing its AI chip in September, citing an internal memo from the company. Meta is working with Broadcom Corp. to design and TSMC to manufacture, and it has secured long term multi-year agreements with Samsung for memory chips, Sandisk for flash storage and Sumitomo Electric for fiber optic equipment.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- PepsiCo (PEP) shares are higher as it reported core earnings per share for the second quarter that beat the average analyst estimate.
- Levi Strauss (LEVI) shares are lower as its full-year forecast boost underwhelmed, despite its earnings beating the average analyst estimate.
- Costco (COST) shares are moving as reported total comparable sales for June that missed the average analyst estimate.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:
- PepsiCo (PEP) shares are higher as it reported core earnings per share for the second quarter that beat the average analyst estimate.
- AstraZeneca (AZN) shares are plunging after the company's gene silencer drug failed to help prevent heart problems in patients with a rare and potentially fatal disease. The announcement caused Astra shares to slump by as much as 9.9% in London trading, with the bigger issue being "a degree of credibility loss." A successful trial could have led to billions of dollars more in sales, but the trial results make Astra's ambition of more than $5 billion in Wainua sales "unlikely" due to the challenging route to approval.
- Levi Strauss (LEVI) shares are lower as its full-year forecast boost underwhelmed, despite its earnings beating the average analyst estimate.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:
- AstraZeneca and Ionis Pharmaceuticals Inc.’s gene silencer drug Wainua failed to help prevent heart problems in patients with a rare and potentially fatal disease of the organ. AstraZeneca’s shares slumped.
- Schott Pharma shares jump by a record 22% after the company improved its guidance for the full year, prompting an upgrade at RBC Capital Markets. The stock is trading at its highest level since October.
- Bulgaria’s government may not be able to secure funding for joint project with Rheinmetall for NATO-standard shell, gunpowder plant, Mediapool news website reports, citing Economy Minister Alexander Pulev.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:
- Deutz agreed to buy military vehicle maker Flensburger Fahrzeugbau Gesellschaft mbH for €1.6 billion ($1.8 billion), expanding further into the defense sector to benefit from Europe’s rearmament drive.
- AstraZeneca and Ionis Pharmaceuticals Inc.’s gene silencer drug Wainua failed to help prevent heart problems in patients with a rare and potentially fatal disease of the organ. AstraZeneca’s shares slumped.
- Computacenter expects first-half adjusted profit before tax to be double the prior year’s first-half figure of £81.5m, following 2Q performance ahead of expectations.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 in Chinese artificial-intelligence model maker Zhipu surged as much as 22% in Hong Kong after the company priced a $4 billion share sale at the low end of the marketed range.
- Korean stocks rose earlier as SK Hynix’s US offering being oversubscribed boosted sentiment.
- Japanese stocks advanced as a rally in US chipmakers boosted tech shares, eclipsing anxiety over escalating Middle East tensions. Tokyo Electron shares rose as much as 6.2%.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:
Shares of Chevron (CVX), Occidental Petroleum (OXY), and US other energy stocks gained after President Trump said a tentative ceasefire with Iran is “over.” Speaking to reporters from the NATO summit in Ankara, Trump said the US would probably launch further strikes on Iran and could resume a blockade on the country’s ports, ratcheting up pressure on Tehran and raising the prospect of a return to all-out war. The US earlier on Tuesday revoked a waiver that allowed Tehran to sell its oil globally, in response to attacks on ships in the Strait of Hormuz that it blamed on the Islamic Republic. The moves posed the greatest threat yet to a ceasefire deal between the US and Iran and talks toward a broader agreement to end the war. Shares of Broadcom (AVGO) closed nearly 5% higher after Apple indicated that it plans to follow through on a pledge to boost spending on US-made components. The iPhone maker says its expanded agreement with Broadcom is expected to top $30 billion. The deal will involve manufacturing more than 15 billion chips in the US, supporting hundreds of jobs, Apple said in a statement Wednesday. Apple will also help Broadcom upgrade its production facilities in Colorado. The announcement sheds new light on an arrangement that Broadcom announced Monday, when the chipmaker said the pact would run through 2031 but didn’t offer financial details. Shares of Nvidia (NVDA) are back in the green after The Information reported China plans to allow the country’s largest AI companies to purchase a “small number” of H200 chips. The move raises the prospect of Nvidia regaining access to a market that has effectively been closed following US export restrictions, providing potential upside to China revenue expectations. The chipmaker’s stock had tumbled 16% since hitting an all-time high on May 14, losing roughly $1 trillion in market value in less than two months.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 Bailey Lipshultz
- Broadcom (AVGO) gained as much as 5% to $389.12 in New York trading after Apple said its expanded agreement with Broadcom Inc. is expected to top $30 billion. The deal will involve manufacturing more than 15 billion chips in the US, supporting hundreds of jobs, and Apple will help Broadcom upgrade its production facilities in Colorado. The Broadcom partnership will include a $1.5 billion investment in Broadcom's production plant in Fort Collins, Colorado, to build advanced radio frequency components for wireless chips.
- TeraWulf (WULF) shares rise as much as 13% after Morgan Stanley raised its price target on the data center operator following the Anthropic lease deal.
- Shares of fuel-hungry travel companies fall: Carnival -4.3%, United Airlines -3.6%, Norwegian Cruise -3.6%, American Airlines -3.3%, Delta Air Lines -2.9%, Southwest Airlines -2.7%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 Broadcom (AVGO) rallied ahead of the Wednesday close after Apple indicated that it plans to follow through on a pledge to boost spending on US-made components. The iPhone maker says its expanded agreement with Broadcom is expected to top $30 billion. The deal will involve manufacturing more than 15 billion chips in the US, supporting hundreds of jobs, Apple said in a statement Wednesday. Apple will also help Broadcom upgrade its production facilities in Colorado. The announcement sheds new light on an arrangement that Broadcom announced Monday, when the chipmaker said the pact would run through 2031 but didn’t offer financial details. Shares of Chevron (CVX) and US other energy stocks gained after President Trump said a tentative ceasefire with Iran is “over.” Speaking to reporters from the NATO summit in Ankara, Trump said the US would probably launch further strikes on Iran and could resume a blockade on the country’s ports, ratcheting up pressure on Tehran and raising the prospect of a return to all-out war. The US earlier on Tuesday revoked a waiver that allowed Tehran to sell its oil globally, in response to attacks on ships in the Strait of Hormuz that it blamed on the Islamic Republic. The moves posed the greatest threat yet to a ceasefire deal between the US and Iran and talks toward a broader agreement to end the war. Shares of TeraWulf (WULF) moved higher after Morgan Stanley raised its price target on the data center operator following the Anthropic lease deal. The deal, announced Monday, locks in a 20-year lease with Anthropic for its Justified Data campus in Kentucky. TeraWulf also announced that it 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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On this episode of Stock Movers:
-American Airlines (AAL) shares slide after US President Donald Trump said a tentative ceasefire with Iran is “over.” A sharp increase in oil prices was also driven by geopolitical developments.
-Broadcom (AVGO) shares rise. Apple Inc. said its expanded agreement with Broadcom Inc. is expected to top $30 billion. The deal will involve manufacturing more than 15 billion chips in the US, supporting hundreds of jobs, and Apple will help Broadcom upgrade its production facilities in Colorado.
-Bath and Body Works (BBWI) shares fall after Goldman Sachs analyst Kate McShane cut her recommendation on candle and soap retailer to sell from neutral.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
-Kura Sushi (KRUS) shares slide after the restaurant operator slashed its sales forecast for the full year. Kura also reported third-quarter restaurant comparable sales that fell short of Wall Street’s expectations.
-United Airlines (UAL) shares are down. Shares of United Airlines Holdings Inc. may move 3% after the company reports earnings, according to options data compiled by Bloomberg. The company is expected to release earnings July 15 after the market close.
-Community Health (CYH) shares slip. Shares of HCA Healthcare and Universal Health Services are lower after Barclays downgraded the hospital operators to equal-weight from overweight, saying the fundamental and regulatory backdrop is turning more negative.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:
- ExxonMobil (XOM) and Chevron (CVX) are moving on the latest news out of Iran and the NATO summit. Oil jumped after President Trump said the tentative ceasefire with Iran is over, raising the prospect of a fresh round of conflict in one of the world’s most important energy-producing regions.
- Memory stocks including Micron (MU) and Sandisk (SNDK) are moving off Nvidia's slide. Nvidia's stock is the cheapest it's been since before the AI boom, after losing roughly $1 trillion in market value in less than two months. The chipmaker's stock has tumbled 16% since hitting an all-time high on May 14, as investors favor competing semiconductor manufacturers, particularly those in the memory market.
- FuelCell Energy (FCEL) is slumping after it priced its upsized underwritten public offering of 10.7 million shares of its common stock at a public offering price of $21.00 per share.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:
- Oil jumped after US President Donald Trump said the tentative ceasefire with Iran is over, sending stocks like BP surging.
- NATO allies have agreed to at least $50 billion in defense industry deals, according to an alliance official, but despite that Rheinmetall and other defense firms are down.
- UK homebuilder Vistry Group expects to report a loss before tax of about £30 million ($40.1 million) in the first half of the year as it races to raise cash.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:
- UK homebuilder Vistry Group expects to report a loss before tax of about £30 million ($40.1 million) in the first half of the year as it races to raise cash.
- Jet2 shares surge as much as 17%, the biggest gain in over a year. Analysts see strong booking momentum amid ebbing geopolitical risks and lower jet fuel prices. A
- Repsol shares gain as much as 4.6% after the Spanish oil company reported a stronger refining margin in 2Q. The stock also rallied along with other European energy shares after US strikes on Iran boosted crude prices.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:
- Investors continue to pull money from the chipmakers that powered this year’s AI rally and hunt for cheaper ways to play the technology boom. Samsung shares are down as much as 6%.
- HSTECH shares are up as much as 5.3% as innovation continues to come from Chinese AI players and it benefits from the exodus out of Korea.
- Oil stocks are on the move in Australia. Brent crude jumped after the US launched fresh airstrikes in Iran and revoked a waiver that allowed it to sell oil globally. Woodside Energy shares are up by as much as 3.9%.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 Cognizant (CTSH) rallied as much as 6.7% on Tuesday, the highest intraday since June 22, after the company said it’s bolstering its partnership with Google Cloud. Cognizant says it “aims to deploy Gemini Enterprise to 100,000 associates this year, with plans to scale to 200,000, and is certifying a minimum of 10,000 Cognizant professionals on the platform” Shares of Rivian Automotive (RIVN) tumble more than 15% after the electric vehicle firm said it will sell 75 million shares to fund equity contributions related to a US Department of Energy loan. The offering would raise about $1.5 billion at the closing price of $20.14 per share, with Goldman Sachs Group Inc. leading the share sale. Rivian intends to use the proceeds for purposes including making contributions under the amended loan agreement with the Department of Energy. Fiserv (FISV) shares rise as much as 6.9% after the Wall Street Journal reported that big Wall Street banks have held preliminary discussions about a deal to acquire a debit network owned by the financial-technology company. JPMorgan Chase, Bank of America, Wells Fargo and PNC Financial Services Group were the banks involved in the discussions, according to the WSJ.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
- Agios Pharmaceuticals (AGIO) shares jump as much as 15% to hit its highest intraday level since November after the biotech said the US Food and Drug Administration accepted its supplemental new drug application for mitapivat in sickle-cell disease with a priority review designation.
- Shares of Rivian Automotive (RIVN) tumble more than 15% after the electric vehicle firm said it will sell 75 million shares to fund equity contributions related to a US Department of Energy loan. The offering would raise about $1.5 billion at the closing price of $20.14 per share, with Goldman Sachs Group Inc. leading the share sale. Rivian intends to use the proceeds for purposes including making contributions under the amended loan agreement with the Department of Energy.
- Fiserv (FISV) shares rise as much as 6.9% after the Wall Street Journal reported that big Wall Street banks have held preliminary discussions about a deal to acquire a debit network owned by the financial-technology company. JPMorgan Chase, Bank of America, Wells Fargo and PNC Financial Services Group were the banks involved in the discussions, according to the WSJSee omnystudio.com/listener for privacy information.
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