Afleveringen
-
On this episode of Stock Movers:
- Intel (INTC) Chief Executive Officer Lip-Bu Tan gave investors a stark diagnosis of the chipmaker’s problems on Thursday, along with the sense that it will take a while to fix them. Tan, delivering his first earnings report as CEO, said Intel’s bureaucratic corporate culture needs a shake-up, so he’s going to cut jobs, remove layers of management and force everyone back to the office. His prescriptions for other areas of malaise — such as Intel’s struggling foundry business, which makes chips for outside customers — were more vague.
- Alaska Air (ALK) shares tumbled as much as 14% on Thursday, the most intraday since December 2023, after the carrier’s second-quarter forecast for adjusted earnings per share trailed the average analyst estimate. The company also said it would not update its full-year 2025 guidance and will provide an update later in the year.
- Hasbro (HAS) shares rose as much as 15%, the most intraday since April 2023, after the toy company’s adjusted EPS and net revenue easily topped Street expectations, driven by meaningfully better-than-expected revenue from its Wizards/Gaming unit. In addition, Hasbro is accelerating elements of its cost-savings program, and now targets $175 million to $225 million in gross savings this year as it searches for additional profit offsets, it said on the conference call.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- AppFolio (APPF) shares are down after the application software company reported first-quarter results that missed expectations.
- Carter's (CRI) shares also fell as much as 10% in trading after the children's apparel company suspended its financial guidance, citing its CEO transition and tariff uncertainty. The stock was down despite first-quarter sales topping Wall Street expectations.
- Saia (SAIA) shares also dropped over 30% during trading after the trucking company reported revenue and earnings per share for the first-quarter that missed analysts estimates. The firm also cited uncertainty as a factor. “Primarily resulting from an uncertain macroeconomic environment, we did not see the typical sequential growth in shipments through the quarter, with March shipments flat to February, causing our first quarter revenues to fall well below our expectations” CEO Fritz Holzgrefe said in a statement.
See omnystudio.com/listener for privacy information.
-
Zijn er afleveringen die ontbreken?
-
On this episode of Stock Movers:
- Alphabet (GOOGL) shares rise after the company reported first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Google Cloud brought in operating profit of $2.18 billion, beating analysts’ estimates for $1.94 billion despite slightly missing expectations on sales. The results indicate that Google may be eking out more profits from Cloud even as sales slow.
- T-Mobile (TMUS) shares drop after the company reported new mobile-phone subscribers that missed expectations. The weaker wireless number overshadowed otherwise positive financial results. The company raised its full-year profit forecast and expects adjusted full-year earnings of $33.2 billion to $33.7 billion before interest, taxes, depreciation and amortization.
- Intel (INTC) shares drop after Chief Executive Officer Lip-Bu Tan gave investors a stark diagnosis of the chipmaker’s problems on Thursday, along with the sense that it will take a while to fix them. What’s most clear is Intel’s short-term woes are even worse than feared. The company gave a revenue forecast for the current quarter that was well below what analysts projected.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Alphabet (GOOGL) shares rise after the company reported first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Google Cloud brought in operating profit of $2.18 billion, beating analysts’ estimates for $1.94 billion despite slightly missing expectations on sales. The results indicate that Google may be eking out more profits from Cloud even as sales slow.
- Apple (APPL) shares edged lower despite news it is seeking to import most of the iPhones it sells in the US from India by the end of next year, accelerating a shift beyond China to mitigate risks related to tariffs and geopolitical tensions.
- Skechers (SKX) shares drop after the footwear company said it’s not providing financial guidance and withdrawing its previous annual outlook due to macroeconomic uncertainty stemming from global trade policies. The company also reported first-quarter sales that trailed Wall Street’s expectations.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Alphabet (GOOG) shares are higher this morning after reporting first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Alphabet's cloud business, Google Cloud, brought in operating profit of $2.18 billion, beating analysts' estimates, and search advertising generated $50.7 billion in sales.
- T-Mobile (TMUS) is to the downside this morning after the company reported new mobile-phone subscribers that missed expectations. Despite topping earnings and revenue estimates, the subscriber decline is concerning investors.
- Intel (INTC) shares are lower after its revenue forecast for the current quarter fell below analyst projections. The company is warning of a tariff-fueled recession that could hurt chip demand. CEO Lip-Bu Tan says the company's bureaucratic culture needs a shake-up, and plans to cut jobs, remove management layers, and require employees to work in-person four days a week.
- Skechers (SKX) is getting punished in the premarket as it became the latest company to pull guidance. The company says it’s not providing financial guidance and withdrawing its previous annual outlook due to macroeconomic uncertainty stemming from global trade policies. The company also reported first-quarter sales that trailed Wall Street’s expectations.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Alphabet (GOOG) shares are higher this morning after reporting first-quarter revenue and profit that exceeded analysts' expectations, driven by strength in its search advertising business. Alphabet's cloud business, Google Cloud, brought in operating profit of $2.18 billion, beating analysts' estimates, and search advertising generated $50.7 billion in sales.
- Intel (INTC) shares are lower after its revenue forecast for the current quarter fell below analyst projections. The company is warning of a tariff-fueled recession that could hurt chip demand.
- T-Mobile (TMUS) is to the downside this morning after the company reported new mobile-phone subscribers that missed expectations. Despite topping earnings and revenue estimates, the subscriber decline is concerning investors.
- Skechers (SKX) is getting punished in the premarket as it became the latest company to pull guidance. The company says it’s not providing financial guidance and withdrawing its previous annual outlook due to macroeconomic uncertainty stemming from global trade policies. The company also reported first-quarter sales that trailed Wall Street’s expectations.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Michelin shares rise as much as 4% after the French tiremaker’s price/mix was seen as a key positive in its first quarter update. Overall guidance was reiterated, but meeting it will require a stronger performance through the remainder of the year, analysts said.
- Swedish defense manufacturer Saab AB sees customers increasingly focused on cutting down delivery times as many countries race to rearm in the face of deepening geopolitical tensions.
- Accor shares rise as much as 5.6% to the highest level this month. Analysts say the French hotel operator’s results are favorable, noting positive demand commentary and expectations for net unit growth throughout the year. While net unit growth was a slight miss in the first quarter, revenue per available room, or RevPAR, beat expectations.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Intel (INTC), the chipmaker attempting a comeback under new CEO Lip-Bu Tan, gave a weak forecast for the current period and said it’s cutting workers to bring costs in line with the business’s smaller size. Second-quarter revenue will be between $11.2 billion and $12.4 billion, the company said in a statement Thursday. That was well short of the $12.9 billion average analyst estimate, sending the shares down more than 6% in late trading.
- Alaska Air (ALK) shares tumbled as much as 14% on Thursday, the most intraday since December 2023. This comes after the carrier’s second-quarter forecast for adjusted earnings per share trailed the average analyst estimate. The company also said it would not update its full-year 2025 guidance and will provide an update later in the year.
- Hasbro (HAS) shares rose as much as 15%, the most intraday since April 2023. This comes after the toy company’s adjusted EPS and net revenue easily topped Street expectations, driven by meaningfully better-than-expected revenue from its Wizards/Gaming unit. In addition, Hasbro is accelerating elements of its cost-savings program, and now targets $175 million to $225 million in gross savings this year as it searches for additional profit offsets, it said on the conference call.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- American Airlines Group (AAL) shares are up. However, the company withdrew its full-year earnings outlook, joining a growing number of companies hedging their bets on the broader economy. The looming impact of higher costs from the Trump administration’s trade policy is making it difficult for Corporate America to forecast how the year will play out as consumers brace for economic pain.
- Comcast Corp. (CMCSA) shares fell to their lowest level in 2 1/2 years after the company reported first-quarter losses of pay-TV and broadband customers that exceeded analysts’ estimates, a reflection of the growing competition from streaming and wireless providers. Comcast, the largest US cable provider, lost 199,000 domestic broadband customers during the first quarter, according to a statement Thursday, steeper than analysts’ estimates of 144,500. Pay-TV customers shrank by 427,000, compared with Wall Street projections for a loss of 409,300.
- IBM (IBM) shares fell the most in a year on Thursday after reporting results that showed strong profit while also suggesting that economic uncertainty and US government cost cuts may dent the company’s business. First-quarter sales increased almost 1% to $14.5 billion, IBM said Wednesday in a statement. Profit, excluding some items, was $1.60 per share. Both results exceeded analysts’ average estimates, according to data compiled by Bloomberg.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- American Air (AAL) shares edge higher despite withdrawing its full-year earnings outlook due to economic uncertainty, following similar moves by Delta Air Lines and the parent of Frontier Airlines.
- Proctor & Gamble (PG) shares fell, after the company cut its annual sales and profit outlook due to tariffs and volatility in consumer demand, expecting organic sales growth of approximately 2% this year. CEO Jon Moeller said the company will likely roll out price increases next year to combat tariffs, and will seek to shift sourcing or change formulations to reduce exposure to tariffs before increasing prices.
- Newmont (NEM) shares rise after the gold miner reported earnings that beat analyst estimates. The precious metal also contributed to the gains as bullion surged on mixed signals from the US on plans for China tariffs.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- IBM (IBM) shares fall after the company reported its first-quarter results and gave an outlook. While analysts are broadly positive on the report, they failed to fully ease investor concerns. The company's CEO Arvind Krishna expressed caution about the economic environment, citing uncertainty that may cause clients to pause, and noted that the US government's cost-cutting actions have affected IBM's business.
- PepsiCo (PEP) shares drop after the company lowered its full-year profit outlook due to tariff headwinds and White House pressure, expecting 2025 earnings per share to be about even with 2024 based on constant currencies.
- American Air (AAL) shares edge higher despite withdrawing its full-year earnings outlook due to economic uncertainty, following similar moves by Delta Air Lines and the parent of Frontier Airlines.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Merck (MRK) shares are higher in spite of the company cutting its adjusted earnings per share forecast for the year and saying it expects to lose $200 million to already-announced tariffs in 2025 amid a roiling trade war between the US and China. Still, the company's first-quarter results beat estimates.
- PepsiCo (PEP) shares are down after lowering its full-year profit outlook due to unpredictable US trade policy and worsening consumer sentiment, driving up costs and denting demand for its products. PepsiCo expects 2025 earnings per share to be about even with 2024, and a low single-digit rise in organic revenue, citing volatility and uncertainty in global trade developments.
- American Air (AAL) shares dropped after it withdrew its full-year earnings outlook due to economic uncertainty, following similar moves by Delta Air Lines and the parent of Frontier Airlines. The airline cited weak domestic leisure travel and economic worries, and now expects a second-quarter adjusted profit of 50 cents to $1 a share, below analyst estimates.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Merck (MRK) shares are higher this morning despite the company cutting its adjusted earnings per share forecast for the year and saying it expects to lose $200 million to already-announced tariffs in 2025 amid a roiling trade war between the US and China. Still, the company's first-quarter results beat estimates.
- PepsiCo (PEP) shares are down after lowering its full-year profit outlook due to unpredictable US trade policy and worsening consumer sentiment, driving up costs and denting demand for its products. PepsiCo expects 2025 earnings per share to be about even with 2024, and a low single-digit rise in organic revenue, citing volatility and uncertainty in global trade developments.
- Texas Instruments (TXN) is on the upswing premarket as it offered a better-than-anticipated forecast for the current period due to improved demand for industrial and automotive components. The company's sales grew last quarter for the first time since 2022.
- Chipotle (CMG) is sliding in the premarket as it lowered its full-year outlook after quarterly sales declined for the first time in almost five years, citing economic uncertainty and consumer concerns about tariffs. Chipotle expects tariffs to hit second-quarter results by about 20 basis points, but is not planning to raise menu prices, and is looking to open as many as 345 restaurants this year despite potential tariff-related increases in building costs.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Gucci sales tumbled in the first quarter as efforts to revive Kering SA’s biggest brand again failed to yield signs of a turnaround amid a tough period for the luxury-goods industry.
- Nokia said that meeting the top end of its guidance for the year will be more challenging as the company grapples with the impact of tariffs.
- Unilever beat estimates for sales at the start of its fiscal year as a result of price increases, demand for premium products and improved performance in some markets.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Kimberly-Clark (KMB) shares fell in trading today as fallout continues from their earnings report. The Texas-based diaper and paper towel manufacturer lowered profit expectations for the year, citing uncertainty arising from the impact on the global trade war on its costs.
- Amphenol (APH) shares jumped after a strong earnings report, rising along with several other semiconductor stocks in a broader tech rally. The electrical components company reported first-quarter results that beat expectations and gave an outlook that is above the analyst consensus.
- Super Micro Computer (SMCI) is among leaders in a tech rally after President Trump said that China tariffs will drop if the two countries can reach a deal. Trump made his about-face on Tuesday, saying he’d be willing to “substantially” pare back his 145% tariffs on China. He turned down his aggressive rhetoric a day after meeting with executives from Walmart Inc., Home Depot Inc. and Target Corp., who said import taxes could disrupt supply chains and raise the prices of goods, according to people familiar with the matter. Warnings about the potential for empty store shelves within weeks seemed to resonate with Trump, one of the people said. Shares of Super Micro Computer rose as much as 11% in trading on Wednesday.
See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Super Micro Computer (SMCI) is among leaders in a tech rally after President Trump said that China tariffs will drop if the two countries can reach a deal. Trump made his about-face on Tuesday, saying he’d be willing to “substantially” pare back his 145% tariffs on China. He turned down his aggressive rhetoric a day after meeting with executives from Walmart Inc., Home Depot Inc. and Target Corp., who said import taxes could disrupt supply chains and raise the prices of goods, according to people familiar with the matter. Warnings about the potential for empty store shelves within weeks seemed to resonate with Trump, one of the people said. Shares of Super Micro Computer rose as much as 11% in trading on Wednesday.
- Enphase Energy (ENPH) shares plunged to the lowest levels in almost five years after the solar and storage provider said it sees a 6%-to-8% hit to gross margins in the third quarter from steep US tariffs imposed by the Trump administration on battery imports from China. Ahead of that, the company expects a smaller impact of about 2% in the second quarter because of batteries imported before the higher duties were imposed, Chief Executive Officer Badri Kothandaraman said on a first-quarter earnings call.
- Tesla (TSLA) shares are soaring after Elon Musk vowed to pull back “significantly” from his work with the US government and pay more mind to Tesla Inc., assuaging investors concerned about the carmaker’s worst quarter in years. The chief executive officer will devote “far more” of his time to Tesla starting next month, saying during an earnings call Tuesday that his work establishing the so-called Department of Government Efficiency will be “mostly done.” Investors and analysts have increasingly called for Musk to refocus on the electric-car company, which is struggling under the weight of slumping sales and rising costs from President Donald Trump’s trade war. Protests have sprung up in recent months in a consumer backlash against Musk’s government work.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Tesla (TSLA) shares rise after Elon Musk pledges to retreat “significantly” from his US government work to concentrate on the electric-vehicle company as his work with DOGE is “mostly done.”
- Boeing (BA ) shares rise after first-quarter results that exceeded Wall Street's estimates, with a smaller-than-expected adjusted loss per share of 49 cents. The company is ramping up jet production, aiming to raise output of its 737 Max jetliner to 38 jets per month, and later this year, seeking permission to increase to 42 units.
- Philip Morris (PM US) shares gain after the company called off the sale or separation of its $1 billion US cigar business, citing the "current environment." The company is shifting its focus towards smoke-free alternatives, with its smoke-free business accounting for 42% of its first-quarter total net revenue and aiming to generate over two-thirds of its sales from alternative products by 2030.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Tesla (TSLA) shares rise after Elon Musk pledges to retreat “significantly” from his US government work to concentrate on the electric-vehicle company as his work with DOGE is “mostly done.”
- Boeing (BA) shares gain after reporting first-quarter results that exceeded Wall Street's estimates, with a smaller-than-expected adjusted loss per share of 49 cents. Despite challenges from global trade dislocations and tariffs, Boeing's strong start to the year and half-trillion-dollar backlog give it flexibility to navigate the environment, according to CEO Kelly Ortberg.
- AT&T (T) shares rise after the telecom company reported first-quarter results that are seen as positive. The company rolled out fresh promotional offers this year to woo new customers and keep existing ones, including a "customer guarantee" promising better network reliability and customer service.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- Tesla (TSLA) shares are up following yesterday's earnings miss. It's leading gains across the Mag 7 despite first quarter profit and revenue missing expectations. The positive spin is that CEO Elon Musk will spend more time working on Tesla rather than in government.
- Boeing (BA) shares jumped after reporting first-quarter results that exceeded Wall Street's estimates, with a smaller-than-expected adjusted loss per share of 49 cents. he company is ramping up jet production, aiming to raise output of its 737 Max jetliner to 38 jets per month, and then seeking permission to increase to 42 units later this year.See omnystudio.com/listener for privacy information.
-
On this episode of Stock Movers:
- AT&T (T) shares are higher with evidence that the provider is luring customers from rivals after Verizon missed on those figures earlier in the week. AT&T reported first quarter wireless postpaid phone net adds of 324,000, topping the analyst consensus estimate of 253,528. It also reiterated its 2025 full-year guidance.
- Tesla (TSLA) shares are up following yesterday's earnings miss. It's leading gains across the Mag 7 despite first quarter profit and revenue missing expectations. The positive spin is that CEO Elon Musk will spend more time working on Tesla rather than in government.
- Intel (INTC) is up in premarket trading as it's set to announce plans to cut more than 20% of its staff. The move is part of a bid to streamline management under new CEO Lip-Bu Tan, who took the helm last month. The company is scheduled to report first-quarter results on Thursday, giving Tan an opportunity to lay out more of his strategy.
- SAP (SAP) is up this morning after it reported first quarter profit topping estimates, as it continued to show cloud growth.See omnystudio.com/listener for privacy information.
- Laat meer zien
