Stock Movers

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

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Closing Bell: US Steel Surges, Informatica Soars, Booz Allen Sinks Friday, May 23, 2025

On this episode of Stock Movers:Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, 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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Apple Falls on Trump Tariff Vow, Intuit Soars, Deckers Drops Friday, May 23, 2025

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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Ross Drops, Nike Falls, Seagate Rises After Upbeat Investor Event Friday, May 23, 2025

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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Apple Drops, Deckers Falls, Intuit Rises After Positive Earnings Friday, May 23, 2025

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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Trump Tweet Hits Apple; No Guidance from Deckers; Ross Stores Pop Friday, May 23, 2025

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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Nuclear Stocks Surge; Intuit Earnings Pop; Deckers Pulls Guidance Friday, May 23, 2025

On this episode of Stock Movers: - Oklo (OKLO) is higher along with other nuclear power stocks after Reuters reported that President Donald Trump will sign executive orders that aim to jumpstart the industry by easing the regulatory process on approvals for new reactors and strengthening fuel supply chains. - 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. - 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.See omnystudio.com/listener for privacy information.

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AJ Bell Profits Soar, Games Workshop Down, Hexagon Mulls Sale Friday, May 23, 2025

On this episode of Stock Movers:- AJ Bell shares jump as much as 10%, the most in a year, after the investment platform beat expectations in the first half and said annual results should come in above guidance. Shares are now trading at their highest level since December.- Games Workshop shares fall as much as 4.1%, slipping further from a recent record high, after the maker of the Warhammer tabletop game gave a trading update, with analysts pointing to a sparser games release slate for next year and several headwinds, including tariffs.- Hexagon AB is considering a multibillion-dollar sale of its computer-aided engineering simulation software business, people familiar with the matter said, as part of the Swedish firm’s efforts to streamline its operations.See omnystudio.com/listener for privacy information.

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Hinge Health Climbs, MNTN Rises, United Airlines Outlook Thursday, May 22, 2025

On this episode of Stock Movers:- Hinge Health (HNGE) shares rose 17% after the digital physical therapy provider and a group of investors raised $437 million in an initial public offering priced at the top of a marketed range. Shares in the San Francisco-based company closed at $37.56 each on Thursday in New York, versus the IPO price of $32 apiece. The level at the close gives Hinge Health a market value of about $2.9 billion based on the outstanding shares listed in its filings, not including preferred stock that could convert to common shares. It has a fully diluted value of about $3.4 billion when taking employee options and restricted share units into account.- MNTN Inc. (MNTN) shares climbed 65% after the company and some of its shareholders raised $187 million in an initial public offering. Shares in the Austin-based company closed at $26.36 each on Thursday in New York, above the IPO price of $16 per share, the top of the marketed range. Trading was briefly halted for volatility after the open. The trading gives MNTN a market value of $2 billion based on the outstanding shares listed in its filings. Accounting for employee stock options and restricted stock units, the company has a fully diluted value of about $2.7 billion.- United Airlines (UAL) shares are up after Chief Executive Officer Scott Kirby told shareholders that the carrier is seeing “at least a stable revenue and booking environment” heading into the Memorial Day weekend and start of the summer travel season. Kirby’s comments at the airline’s annual shareholder meeting excluded the impact of flight disruptions and air traffic control problems at the airline’s hub in Newark.See omnystudio.com/listener for privacy information.

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Closing Bell: Palantir Rises, Advance Auto, Urban Outfitters Both Soar on Results Thursday, May 22, 2025

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Sunrun Drops, Hims & Hers Slumps, Williams-Sonoma Falls on Guidance Concerns Thursday, May 22, 2025

On this episode of Stock Movers:- Sunrun (RUN) shares drop. Investors of clean-power stocks are running for the exits after a massive tax and spending bill that would gut former President Joe Biden’s landmark climate law narrowly passed the House of Representatives.- Hims & Hers (HIMS) slump after Cigna said its drug benefit unit will cap out-of-pocket costs for weight-loss drugs at $200 a month for patients — posing a cheaper cash-pay alternative to the telehealth’s offerings.- Williams-Sonoma (WSM) shares slump as Wall Street questioned the home furnishing retailer’s reaffirmed full-year net revenue guidance given its significant first-quarter beat. Bloomberg Intelligence considers the outlook to be conservative, while Evercore says it suggests the quarter benefitted from pre-buys ahead of tariffs.See omnystudio.com/listener for privacy information.

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TD Bank Rises, Snowflake Gains, Galaxy Digital Gains After Bitcoin Hits High Thursday, May 22, 2025

On this episode of Stock Movers:- TD Bank (TD US) shares rise after the firm announced plans to cut its workforce by about 2% as part of a new restructuring plan it initiated in 2Q. It's designed to reduce its cost base and achieve greater efficiency.- Snowflake (SNOW) shares gain after the software developer forecasted product revenue for the second quarter above the average analyst estimate. That bump, comes despite an uncertain economic environment.- Galaxy Digital (GLXY) shares rise gained after Bitcoin hit an all-time high. The world’s largest cryptocurrency reached a record price of $111,878 on Thursday amid growing optimism around the US stablecoin bill.See omnystudio.com/listener for privacy information.

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Snowflake Outlook; AT&T Acquisition; Urban Outfitters Thursday, May 22, 2025

On this episode of Stock Movers:- Snowflake (SNOW) shares are higher after giving a strong outlook for quarterly sales, with product revenue expected to increase about 25% to as much as $1.04 billion in the quarter ending in July. The company raised its full-year forecast for product revenue to about $4.33 billion, despite an uncertain economic environment, and its shares gained 9.9% in premarket trading.- Urban Outfitters (URBN) jumped after the apparel retailer reported net sales for the first quarter that beat the average analyst estimate. Analysts note strength in its namesake UO brand and are positive about the retailer’s margin expansion. Analysts note strength in its namesake UO brand and are positive about the retailer’s margin expansion. - AT&T (T) shares are on the move this morning on news it agreed to buy the consumer fiber operations of Lumen Technologies Inc. for $5.75 billion, expanding its fast broadband service in major cities. The deal is subject to regulatory approval and is expected to close in the first half of next year, helping AT&T reach its goal of putting its fiber-optic lines within reach of 60 million locations by 2030.See omnystudio.com/listener for privacy information.

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EasyJet Profits Soar, Manchester United Losses, BT Flat Thursday, May 22, 2025

On this episode of Stock Movers:- EasyJet said efforts to renew its fleet are being held back by a slow delivery pace of new aircraft as manufacturers continue to face challenges with their supply chain.- Shares in Manchester United slipped 6.1% in extended trading following the high-stakes game in Bilbao, Spain last night. Tottenham won the game 1-0, meaning Manchester United will not qualify for any European competition next season — which is likely to affect income streams negatively- BT said earnings this year will be little changed, in line with analysts’ estimates, as the UK telecommunications company faces increasing competition in its home market.See omnystudio.com/listener for privacy information.

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Lowe's Slips After Beat, Moderna Falls, VF Corp Slides Wednesday, May 21, 2025

On this episode of Stock Movers:- Lowes (LOW) shares slipped even though comparable sales beat expectations during the latest quarter, as shoppers maintained home spending despite weakening consumer sentiment and economic turbulence. The home-improvement retailer said its comparable sales dipped 1.7% in the quarter that ended May 2, but it still expects the key sales metric to be flat to up to 1% in the current year. The comparable sales decrease came amid poor weather in February, along with continued pressure on the retailer’s higher-cost discretionary sales and do-it-yourself business, Chief Executive Officer Marvin Ellison said on the company’s earnings call. The decrease was offset in part by growth in online sales and the firm’s Pro business, which caters to home-improvement contractors. - Moderna (MRNA) slumped after the biotechnology company said it has “voluntarily” withdrawn its application for regulatory approval for its combination Covid and flu shot for people 50 and over, a setback for the company. Moderna said it made the decision after consulting with the Food and Drug Administration. It plans to resubmit the application later this year after getting more data from a late-stage trial of its standalone flu vaccine, it said in a statement Wednesday. The move is a disruption to Moderna’s broader strategy to boost vaccine demand. It developed the combination shot because it believes that packaging two immunizations together will lead to higher uptake of Covid shots, which are far less popular than flu shots.- VF Corp. (VFC) shares fell after forecasting a bigger-than-expected loss and warning investors it’s been rushing products to the US to beat the 90-day window of tariff pauses from the Trump administration. The owner of brands such as Timberland and Vans sees an operating loss of as much as $125 million for this quarter. Analysts on average expected a loss of $73.1 million. The company said it’s been accelerating production and shipments to the US during the pause on tariffs, which ends in July. That could increase costs even more for VF and the retailers that buy its products.See omnystudio.com/listener for privacy information.

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Closing Bell: Alphabet Gains, Apple Slides, Target Under Pressure Wednesday, May 21, 2025

On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Scarlet Fu, Carol Massar and Tim Stenovec. Alphabet (GOOGL) shares gained after the company said it will offer “AI mode” in search to all US users, showing its commitment to redesigning its core business to keep pace with new rivals in the artificial intelligence age. “We want to get our best models into your hands,” Chief Executive Officer Sundar Pichai said Tuesday at the company’s developer conference in Mountain View, California. “So we are shipping faster than ever.” Alphabet’s stock rose much as 5.6% on Wednesday after some analysts expressed confidence that the company can reorient its search product. Apple (AAPL) shares slumped on the news that OpenAI will acquire an AI device startup co-founded by former Apple veteran Jony Ive in a nearly $6.5 billion all-stock deal, joining forces with the legendary designer to make a push into hardware. The purchase — the largest in OpenAI’s history — will provide the company with a dedicated unit for developing AI-powered devices. Acquiring the secretive startup, named io, also will secure the services of Ive and other former Apple designers who were behind iconic products such as the iPhone. For the British-born designer, the move marks a high-profile return to a consumer technology industry he helped pioneer. Working for years alongside Steve Jobs, he crafted the look and feel of the modern smartphone, in addition to the iPod, iPad and Apple Watch. He left Apple in 2019. Target (TGT) shares fell today after it cut its sales forecast following a sharp pullback in consumer spending and a hit from tariffs and boycotts. The report raised questions over CEO Brian Cornell’s ability to recapture growth after two years of choppy results — especially as economic turbulence is growing. “It’s a great brand. It’s actually a great company. It just looks to us like it needs a new leadership,” said Bill Smead, chief investment officer of Smead Capital Management, which has owned the stock since 2017.Target’s current management has struggled to navigate through cultural and political landscapes, Smead said, referring to the backlash around its Pride collection in 2023 and boycott calls after the company decided to halt diversity initiatives this year. See omnystudio.com/listener for privacy information.

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UnitedHealth Sinks, Canada Goose Soars, Target Misses Wednesday, May 21, 2025

On this episode of Stock Movers: - UnitedHealth (UNH) shares plunged today after the Guardian reported that the health insurer secretly paid nursing homes to reduce hospital transfers for ailing residents. Nursing home residents who needed immediate hospital care under the program failed to receive it, after interventions from UnitedHealth staffers, the Guardian reported. In the report, UnitedHealth told the Guardian that the suggestion that its employees have prevented hospital transfers “is verifiably false” and that its bonus payments to nursing homes help prevent unnecessary hospitalizations. - Canada Goose (GOOS) shares are up after the outerwear maker reported fiscal fourth quarter revenue and adjusted earnings per share that beat analyst estimates. The company said it would not provide an outlook for fiscal 2026, citing “ongoing macroeconomic uncertainty and dynamic consumer spending patterns brought on by the unpredictable global trade environment.”- Target (TGT) shares fell as the company missed its first quarter revenue estimates. Now the pressure is growing on Target's chief executive officer after the retailer cut its sales forecast following a sharp pullback in consumer spending and a hit from tariffs and boycotts. The report sent shares falling and raised questions over Brian Cornell’s ability to recapture growth after two years of choppy results — especially as economic turbulence is growing. “It’s a great brand. It’s actually a great company. It just looks to us like it needs a new leadership,” said Bill Smead, chief investment officer of Smead Capital Management, which has owned the stock since 2017.See omnystudio.com/listener for privacy information.

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Target Falls, Palo Alto Networks Drops, Take-Two Interactive Lower on Stock Sale Plan Wednesday, May 21, 2025

On this episode of Stock Movers: - Target (TGT) shares fall after the company cut its sales forecast due to a sharp pullback in spending, tariffs, boycotts, and consumer confidence, with net sales expected to decline by a low single digit this year. - Palo Alto Networks (PANW) shares drop after the infrastructure software company reported its fiscal third-quarter results and gave an outlook that failed to fully ease growth concerns. However, analysts remain broadly positive on its long-term potential. - Take-Two Interactive (TTWO) shares are lower after the company announced plans to sell $1 billion of new stock to investors. The New York-based video-game maker plans to use the proceeds for general corporate purposes, including repayment of debt and future acquisitions, according to a statement Tuesday. The company declined to comment further on the sale.See omnystudio.com/listener for privacy information.

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UnitedHealth Sinks, Canada Goose Jumps, Lowe's Rises on Sales Beat Wednesday, May 21, 2025

On this episode of Stock Movers: - UnitedHealth (UNH) shares sink after the Guardian reported that the health insurer secretly paid nursing homes to reduce hospital transfers for ailing residents. Nursing home residents who needed immediate hospital care under the program failed to receive it, after interventions from UnitedHealth staffers, the Guardian reported. - Canada Goose (GOOS) shares jump after the outerwear maker reported fiscal fourth quarter revenue and adjusted earnings per share that beat analyst estimates. The company said it would not provide an outlook for fiscal 2026, citing “ongoing macroeconomic uncertainty and dynamic consumer spending patterns brought on by the unpredictable global trade environment.” - Lowe's (LOW) shares rise after comparable sales beat expectations in the latest quarter, despite a 1.7% dip. The results suggest that US consumers have maintained home spending despite economic turbulence, with many deferring big projects due to high interest rates but pursuing smaller ones.See omnystudio.com/listener for privacy information.

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Target's Weak Outlook; TXJ Miss; UnitedHealth Drops Wednesday, May 21, 2025

On this episode of Stock Movers:- Target (TGT) shares are lower this morning after the company cut its sales forecast due to a weaker-than-expected quarter, with comparable sales dropping 3.8% and net sales expected to decline by a low single digit this year. he company is taking steps to drive traffic back into its stores and website, including management reshuffles, a new "multiyear acceleration office", and a focus on offering new items and key products at a good value.- Lowe's (LOW) moved upwards this morning after comparable sales beat expectations in the latest quarter, despite a 1.7% dip, and the company expects the key sales metric to be flat to up 1% this year. The results suggest that US consumers have maintained home spending despite economic turbulence, with many deferring big projects due to high interest rates but pursuing smaller ones.- TJX (TJX), the parent of T.J. Maxx and other retailers, saw shares fa;; after the company's guidance missed average analyst estimates for the second quarter. It posted a profit of $1.04 billion for fiscal first quarter, which is down slightly from $1.07 billion in the same quarter last year.- UnitedHealth Group (UNH) is on the downswing today amid another bad press report. The Guardian reported that the health insurer secretly paid nursing homes to reduce hospital transfers for ailing residents.See omnystudio.com/listener for privacy information.

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Target's Weak Outlook; Lowe's Pops; UNH Nursing Home Report Wednesday, May 21, 2025

On this episode of Stock Movers:- Target (TGT) shares are lower this morning after the company cut its sales forecast due to a weaker-than-expected quarter, with comparable sales dropping 3.8% and net sales expected to decline by a low single digit this year. he company is taking steps to drive traffic back into its stores and website, including management reshuffles, a new "multiyear acceleration office", and a focus on offering new items and key products at a good value.- Lowe's (LOW) moved upwards this morning after comparable sales beat expectations in the latest quarter, despite a 1.7% dip, and the company expects the key sales metric to be flat to up 1% this year. The results suggest that US consumers have maintained home spending despite economic turbulence, with many deferring big projects due to high interest rates but pursuing smaller ones.- Home Depot (HD) is following Lowe's higher as earnings from the rival DIY retailer drive the sector higher. President Trump's tariffs are expected to create challenges for the sector, with prices of goods expected to rise, and the home category is especially vulnerable to tariffs due to overseas sourcing and discretionary demand.- UnitedHealth Group (UNH) is on the downswing today amid another bad press report. The Guardian reported that the health insurer secretly paid nursing homes to reduce hospital transfers for ailing residents.See omnystudio.com/listener for privacy information.