Stock Movers

Stock Movers features five-minute reports 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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UnitedHealth Plummets, First Solar Rises, Super Micro Surges Friday, May 16, 2025

UnitedHealth Group Inc. (UNH) plummeted as much as 18% following a report that the insurer was under criminal investigation for possible Medicare fraud, adding to an already tumultuous week. The Justice Department has had a probe into the company’s Medicare Advantage business since at least last summer, the Wall Street Journal reported, citing unidentified people familiar with the matter. UnitedHealth shares dropped every day for the last eight trading sessions, including sinking more than 17% Tuesday when the company abruptly replaced its chief executive officer and suspended 2025 guidance. It has lost more than $110 billion in market value this week. Legislation that House Republicans call "one big, beautiful bill" would extend Inflation Reduction Act Section 45X credits to 2031 and tweak section 45Z. First Solar shares have surged about 30% since the bill's introduction, as it alleviates fears that the IRA would be fully repealed as some Republican lawmakers had called for. Should the 45X provision that was included in IRA be reversed, First Solar's gross margin would drop to about 25% vs. about 44% in 2024, based analysis from Bloomberg Intelligence, with peers facing similar pullbacks. Super Micro Computer shares jumped after Saudi Arabia-based data center company DataVolt signed a multi-year partnership agreement with the beleaguered US server company. The stock has rallied more than 40% this week, notching the best week since November. The agreement should “fast-track delivery of ultra-dense GPU platforms and rack systems for DataVolt’s hyperscale AI campuses in the Kingdom of Saudi Arabia and the US,” the company said in a statement on Tuesday. See omnystudio.com/listener for privacy information.

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Closing Bell: CoreWeave Jumps to Record, Hershey Falls, Cava Slides Friday, May 16, 2025

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, Tim Stenovec and Emily Graffeo. CoreWeave (CRWV) shares surged 22% to a record high on Friday after Nvidia reported a larger-than-anticipated stake in the cloud-computing provider.Nvidia, the world’s most valuable chipmaker, disclosed a holding of 24.18 million shares, or about 7% of outstanding stock, as of March 31. That stake, included in a 13G filing on Thursday, compared with a 5.2% figure in CoreWeave’s prospectus. The amount shows how Nvidia supported CoreWeave’s late-March initial public offering, acquiring about 6 million shares to add to its existing holding. A representative for Santa Clara, California-based Nvidia declined to comment. Hershey (HSY) shares fell along with other confectionery companies like Mondelez as cocoa prices, a core ingredient in chocolate candy, surge to a three-month high on renewed supply fears as shipments from top grower Ivory Coast slow and dry weather threatens next season’s output. Despite recent rains in West Africa, drought still covers more than a third of Ghana and Ivory Coast, according to the African Flood and Drought Monitor. Wetter weather forecast for next week could bring some relief to both countries, but isn’t expected to eliminate the unusually dry conditions. Cava (CAVA) fell as much as 5.8% after the fast-casual chain reported first-quarter results and updated its outlook. Analysts say that while Cava’s report was positive relative to peers, the Mediterranean dining establishment needed stronger results to justify its premium valuation. Fast-food chains such as McDonald’s and Wendy’s have also said weaker consumer sentiment hurt results in their latest quarters. See omnystudio.com/listener for privacy information.

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Cava Slips, Coinbase Bounces Back, Applied Materials Shares Fall Friday, May 16, 2025

On this episode of Stock Movers: Cava (CAVA) fell as much as 5.8% after the fast-casual chain reported first-quarter results and updated its outlook. Analysts say that while Cava’s report was positive relative to peers, the Mediterranean dining establishment needed stronger results to justify its premium valuation. Fast-food chains such as McDonald’s and Wendy’s have also said weaker consumer sentiment hurt results in their latest quarters. Coinbase (COIN) shares bounced back, showing resiliency after a series of negative headlines. Shares of Coinbase are up more than 30% over the last five sessions, on track for the biggest weekly gain since President Donald Trump’s reelection, buoyed by an announcement Monday that the stock would replace Discover Financial Services in the index. It was a triumphant moment for the digital asset industry, as well as a stamp of approval for Coinbase itself. But Thursday’s revelation of a hack expected to cost the company $400 million and confirmation of reports that US regulators were investigating user figures marred Coinbase’s victory lap, denting an otherwise exuberant runup with a 7.2% drop in the stock. Applied Materials (AMAT) shares fell as much as 7.3% after the chip-equipment maker gave a lackluster forecast for the current period, highlighting the potential cost of the US trade dispute with China. Sales will be about $7.2 billion in the fiscal third quarter, plus or minus $500 million, the company said in a statement Thursday. That was roughly in line with Wall Street estimates, though some analysts projected as much as $7.4 billion. Profit will be approximately $2.35 a share. Applied Materials, the largest American maker of chipmaking gear, is adjusting to restrictions on sales to China, one of the biggest markets for their products. The impact of tariffs imposed by Washington also are making it more difficult to project future revenue. See omnystudio.com/listener for privacy information.

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Nvidia Rallies, Estee Lauder Rises, Charter Up after Cox Deal Friday, May 16, 2025

On this episode of Stock Movers:- Nvidia shares rise and are on track for the best month in a year after a series of long-term sales agreements during President Donald Trump’s trip to the Middle East.Nvidia reports first week of June, but this past earnings season showed its biggest customers remain full-steam ahead on capital spending related to AI infrastructure- Estee Lauder shares rise after Michael Burry's Scion Asset Management doubled its position in the beauty company.Bloomberg Intelligence's Deborah Aitken said 3Q showed patches of promise, led by some share recovery in the US, China and Japan.- Charter Communications shares rise after it agreed to combine with Cox Communications in a cash-and-stock deal valued at about $34.5 billion that includes debt.The deal includes about $12.6 billion of net debt and $21.9 billion in equity.See omnystudio.com/listener for privacy information.

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Charter-Cox Merger; Vistra Plant Purchase; Applied Materials Slides Friday, May 16, 2025

On this episode of Stock Movers:- Charter Communications (CHTR) is higher this morning after agreeing to merge with Cox Communications in a deal that values Cox at an enterprise value of about $34.5 billion. The deal comprised of $21.9 billion of equity and $12.6 billion of net debt and other obligations- Vistra (VST) is also up this morning on an M&A deal. It agreed to buy seven natural gas-fired power plants for $1.9 billion to feed the growing demand for electricity from artificial intelligence. The acquisition is part of a trend of power generators buying gas-fired plants to meet the anticipated demand from energy-intensive data centers running AI applications.- Applied Materials (AMAT) is lower this morning after forecasting sales of about $7.2 billion in the fiscal third quarter, with a profit of approximately $2.35 a share. The company is adjusting to restrictions on sales to China, one of its biggest markets, and the impact of US tariffs, which is making it harder to project future revenue. Despite uncertainty, Applied Materials' management believes the industry is in a historic period of expansion, driven by the rapid spread of semiconductors and the AI boom.See omnystudio.com/listener for privacy information.

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Charter Communications and Vistra Pop on M&A; Applied Materials Drops Friday, May 16, 2025

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Foot Locker Surges After Dick's Deal, CoreWeave Slips, Steris Stock Up Thursday, May 15, 2025

On this episode of Stock Movers:- Foot Locker (FL) shares surged as much as 85%, the biggest intraday gain on record, after Dick’s Sporting Goods (DKS) agreed to buy the sneaker retailer for $2.4 billion. Citi said positives of the tie up seemed clear, but noted there may be some regulatory hurdles. Meanwhile, Baird viewed the acquisition as a “major endorsement” of Nike’s turnaround.- CoreWeave (CRWV) shares slipped in after hours trading. The company, however, has secured a deal worth as much as $4 billion to provide additional cloud computing capacity to artificial intelligence leader OpenAI, expanding a tie-up between the two firms. The data center builder said in a filing Thursday that OpenAI will pay the sum through 2029. CoreWeave had disclosed a $4 billion deal on its earnings call late Wednesday but did not name the party, beyond describing it as an enterprise AI company.- Steris (STE) shares are up after the provider of infection prevention products reported life sciences revenue for the fourth quarter that beat the average analyst estimate.“FY25 operating margin and earnings finish on a high note,” Piper Sandler analysts including Jason Bednar wrote in a note. Solid, balanced revenue performance, margin and EPS upside is impressive and FY26 guidance bracketing Street is a nice starting point considering tariff absorption; shares should trade higher.See omnystudio.com/listener for privacy information.

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Closing Bell: Foot Locker Higher, Meta Delays AI Model, Coinbase Tumbles Thursday, May 15, 2025

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, Tim Stenovec and Emily Graffeo. Foot Locker (FL) shares closed higher as investors celebrate Dick's Sports Goods reaching a deal to acquire it. Dick’s will pay $24 a share for Foot Locker, reflecting a premium of 86.5% on the closing share price on Wednesday, before news of the deal emerged. Shareholders in Foot Locker can also elect to receive Dick’s shares instead of cash. Meta (META) shares declined on a report that the social networking company is delaying a flagship artificial intelligence model, sparking concerns about its AI push.Meta engineers are having trouble improving the capabilities of the software — a large language model known as “Behemoth” — the Wall Street Journal reported on Thursday. Behemoth’s release, already delayed until June, has now been postponed until fall or later, the newspaper said. Coinbase (COIN) shares dropped on series of headlines that have investors concerned. The New York Times reported the SEC is probing whether the crypto exchange misstated user numbers. We also learned that hackers had near-constant access to some of Coinbase’s most valuable customer data since January, according to a person familiar with the incident who asked not to be named discussing company matters. The largest US crypto exchange disclosed earlier on Thursday that hackers bribed customer representatives to steal the data and then demanded a $20 million ransom to delete it. Coinbase began noticing unusual activity from some of these representatives in January, the company confirmed in an interview with Bloomberg News. See omnystudio.com/listener for privacy information.

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Dividend Stocks Outperform S&P 500, Walmart Falls, Deere Hits Record High Thursday, May 15, 2025

On this episode of Stock Movers:- Dividend Paying Stocks featuring American Water Works (AWK), Procter & Gamble (P&G), and Coca-Cola (KO) are outperforming the S&P 500. This comes on the back of the manufacturing and the retail sales data released earlier today. It is also boosting the bets that there could potentially be two rate cuts from the Federal Reserve based on the swaps markets right now. - Walmart (WMT) shares are falling. While the retail company delivered another quarter of solid sales and earnings growth, they cautioned that tariffs and increasing economic turbulence means even the world’s largest retailer expects to raise prices. Sales rose 4.5% at US Walmart stores open at least a year for the quarter ended April 30, while adjusted earnings were 61 cents a share. The results are better than what Wall Street analysts were expecting, suggesting a decision to lower prices to win market share is paying off for the chain.- Deere & Co. (DE) shares hit a record high after earnings beat the highest of analyst estimates, even as the world’s largest farm machinery maker trimmed its profit outlook for the year due to the impact of Donald Trump’s tariffs. Investors are betting the worst is over for Deere as farm markets stabilize and frictions between China and the US over tariffs seem to be abating, paving the way for a recovery in sales next year.See omnystudio.com/listener for privacy information.

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Steris Rises, Deere Surges, T-Mobile Up after Deutsche Telekom Results Thursday, May 15, 2025

On this episode of Stock Movers:- Steris stocks rise after 4Q life sciences revenue beat average estimates. Piper Sandler analysts noted operating margin and earnings finish on a high note, the fact that its FY guidance for 2026 is bracketing Street estimates is a nice starting point considering it needed to absorb tariff impacts.Deere shares surge to a record after earnings beat the highest of analyst estimates. It trimmed profit outlook for the year. The farm economy has been challenged as tractor sales have been trending lower since a 2023 record as falling crop prices eroded farm income. Most observers expect the market to bottom out this year, with a rebound seen for 2026.T-Mobile shares rise after Deutsche Telekom first quarter profit topped estimates, showing resilience in its home market of Germany. The company raised its Ebitdaal forecast for the year to around €45 billion this year That reflects a similar move by T-Mobile in the US when it reported 1Q results last month .See omnystudio.com/listener for privacy information.

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UnitedHealth Sinks, Cisco Rises, Walmart Falls on Tariff Caution Thursday, May 15, 2025

On this episode of Stock Movers:- UnitedHealth shares sink after a report that the insurer was under criminal investigation for possible Medicare fraud.On Tuesday, it sank more than 17% Tuesday when the company abruptly replaced its chief executive officer and suspended 2025 guidance.- Cisco shares rise after the company gave a revenue forecast for the quarter that looks solid and slightly exceeded analyst estimates.It got a boost from corporations and cloud computing providers expanding their networks in part to handle a surge in artificial intelligence software.- Walmart shares fall after the company reported another quarter of solid sales and earnings growth, but cautioned on tariffs and increasing economic turbulence, and that it expects to raise prices.See omnystudio.com/listener for privacy information.

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Walmart Up on Earnings; Foot Locker Deal; UNH Investigation Thursday, May 15, 2025

On this episode of Stock Movers:- Walmart (WMT) shares are up this morning after delivering solid sales and earnings growth, but cautioned that tariffs and economic turbulence will lead to price increases starting this month. The company is bracing for a bigger hit from the trade war and overall economic malaise in the coming months, citing a "lack of clarity" in the current operating environment.- Foot Locker (FL) rose over 80% this morning after Dick's Sporting Goods reached a $2.4 billion deal to acquire Foot Locker, with Dick's paying $24 a share for Foot Locker, an 86.5% premium on Foot Locker's closing share price. The acquisition combines two retailers affected by President Trump's tariff wars, with Dick's expecting to operate Foot Locker as a standalone business unit and maintain the Foot Locker brand. Dick's Sporting Goods sank on the news.- UnitedHealth Group (UNH) shares are lower this morning after the Wall Street Journal reported the company is under criminal investigation for possible Medicare fraud. The Justice Department has been probing the company's Medicare Advantage business since at least last summer, but the nature of the potential criminal allegations is unclear. UnitedHealth has denied being notified about the investigation and stands by the integrity of its Medicare Advantage program.- Cisco (CSCO) is higher this morning after the networking equipment provider boosted its full-year revenue guidance and beat the average analyst estimate. Separately, the company announced some executive changes, including the departure of Scott Herren as CFO.See omnystudio.com/listener for privacy information.

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Foot Locker Soars; Boeing and Cisco to the Upside; UNH Investigation Thursday, May 15, 2025

On this episode of Stock Movers:- Footlocker (FL) rose over 80% this morning after Dick's Sporting Goods reached a $2.4 billion deal to acquire Foot Locker, with Dick's paying $24 a share for Foot Locker, an 86.5% premium on Foot Locker's closing share price. The acquisition combines two retailers affected by President Trump's tariff wars, with Dick's expecting to operate Foot Locker as a standalone business unit and maintain the Foot Locker brand. Dick's Sporting Goods sank on the news.- Boeing (BA) shares are up in premarket trading after landing its biggest-ever aircraft order, with Qatar Airways agreeing to buy up to 210 widebody aircraft, including 787 Dreamliners and 777X models, in a deal worth $96 billion. The deal is a major win for Boeing, Qatar Airways, and President Trump, who witnessed the signing ceremony and touted the pact as a record that would help secure jobs at home.- Cisco (CSCO) is higher this morning after the networking equipment provider boosted its full-year revenue guidance and beat the average analyst estimate. Separately, the company announced some executive changes, including the departure of Scott Herren as CFO.- UnitedHealth Group (UNH) shares are lower this morning after the Wall Street Journal reported the company is under criminal investigation for possible Medicare fraud. The Justice Department has been probing the company's Medicare Advantage business since at least last summer, but the nature of the potential criminal allegations is unclear. UnitedHealth has denied being notified about the investigation and stands by the integrity of its Medicare Advantage program.See omnystudio.com/listener for privacy information.

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Ubisoft Down More Than 20%,, Siemens Down, JD Sports Up Thursday, May 15, 2025

On this episode of Stock Movers:- Ubisoft shares sink as much as 23% after the video-game maker gave disappointing guidance that called for negative free cash flow, with a return to profitability seen as at least another year away. - Siemens's shares fell after orders for its electrification products declined from elevated levels, signaling a slowdown in demand driven by the boom in data centers.- Terminal users are searching for news about JD Sports after it was reported Dick’s Sporting Goods is in advanced talks to buy Foot Locker, whose stock had dropped 41% this year amid the back-and-forth over tariffs.See omnystudio.com/listener for privacy information.

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Super Micro Extends Gains, CoreWeave Beats, Cisco Rises Wednesday, May 14, 2025

On this episode of Stock Movers:- Super Micro Computer (SMCI) shares extended their gains after Saudi Arabia-based data center company DataVolt signed a multi-year partnership agreement with the beleaguered US server company. The stock has rallied about 43% this week, on track for the best week since November. The agreement should “fast-track delivery of ultra-dense GPU platforms and rack systems for DataVolt’s hyperscale AI campuses in the Kingdom of Saudi Arabia and the US,” the company said in a statement on Tuesday.- CoreWeave (CRWV) shares are up as their expectation-topping results in its first earnings report indicated artificial intelligence investment showed no signs of waning to start the year. The shares surged as much as 8% in post-market trading.“Demand for our platform is robust and accelerating as AI leaders seek the highly performant AI cloud infrastructure required for the most advanced applications,” Chief Executive Officer Michael Intrator said in the statement. “We are scaling as fast as possible to capture that demand.”- Cisco (CSCO) shares rose in extended trading as the company gave a solid forecast for revenue in the current quarter, a sign the largest seller of networking gear is benefiting from demand for systems using AI technology. Sales in the period ending in July will be $14.5 billion to $14.7 billion, Cisco said in a statement Wednesday. Analysts polled by Bloomberg had predicted $14.5 billion on average. Profit, excluding some items will be as high as 98 cents a share, compared with an average analyst estimate of 95 cents.See omnystudio.com/listener for privacy information.

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Closing Bell: eToro Surges, Super Micro Extends Gain, American Eagle Falls Wednesday, May 14, 2025

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Alix Steel, Scarlet Fu, Carol Massar and Tim Stenovec. EToro (ETOR) shares rose 29% in its first session as a public company, after the trading and investment platform and some of its backers raised nearly $620 million in an upsized IPO.Shares of the Israel-based firm closed at $67 on Wednesday, above the initial public offering price of $52 apiece. The trading gives EToro a market value of more than $5.5 billion, based on the outstanding shares listed in an earlier filing. EToro’s listing cements a rebound in US IPOs, as companies that put first-time share sale plans on hold amid tariff-related stock volatility resume their preparations. The company was among those delaying IPO plans after President Donald Trump’s April 2 tariff announcements. Super Micro (SMCI) shares rose as much as 20% in Wednesday's trade, extending Tuesday’s 16% rally, after Saudi Arabia-based data center company DataVolt signed a multi-year partnership agreement with the beleaguered US server company. The stock has rallied about 43% this week, on track for the best week since November. American Eagle Outfitters (AEO) pulled its guidance for the full year following a first quarter that was marred by discounting and a write-down of inventory, sending the stock down in New York trading. In a preliminary earnings release, the apparel chain said comparable sales are expected to be down about 3% in the three-month period ended May 3. Revenue is projected to be about $1.1 billion, a decline of roughly 5% from a year earlier. The stock has declined 24% this year through Tuesday’s close and closed lower in Wednesday trading. See omnystudio.com/listener for privacy information.

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American Eagle Slips, KKR Gains, Boeing Lands Major Deal Wednesday, May 14, 2025

On this episode of Stock Movers:- American Eagle (AEO) shares slip as the company pulled its guidance for the full year following a first quarter that was marred by discounting and a write-down of inventory, sending the stock down in New York trading. In a preliminary earnings release, the apparel chain said comparable sales are expected to be down about 3% in the three-month period ended May 3. Revenue is projected to be about $1.1 billion, a decline of roughly 5% from a year earlier.- KKR & Co. (KKR) shares rose after Morgan Stanley upgraded the private equity firm to overweight from equal-weight, recommending it as a way to play the anticipated capital markets recovery. “Leaning into risk with upgrade of KKR on the back of greater-than-expected tariff de-escalation with China, and scope for better-than-feared macro path ahead, with lower recession probability, less upward inflation pressure and reduced tail risk,” wrote Morgan Stanley analysts including Michael Cyprys.- Boeing (BA) shares are up after the company landed its biggest-ever aircraft order, with Qatar Airways agreeing to purchase up to 210 widebody aircraft, including the 787 Dreamliner and 777X model, in a deal worth $96 billion. The deal is a major win for Boeing, Qatar Airways, and President Donald Trump, who witnessed the signing ceremony and touted the pact as a record that would help secure jobs at home. The announcement in the marble-clad halls of the Qatari Royal Court gave each of the parties in attendance a big win: Trump is on a mission to the Persian Gulf to pull in trillions of dollars of commercial accords to showcase his dealmaking chops. Qatar and its namesake airline get to cement their relationship with the US by backing the country’s biggest exporter. And Boeing walks away with an order that extends its dominance in a region that’s been a major buyer of its most expensive jets.See omnystudio.com/listener for privacy information.

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Super Micro Computer Gains, AMD Rises, Aurora Innovation Falls after Uber Announcement Wednesday, May 14, 2025

On this episode of Stock Movers:- SuperMicro (SMCI) extends gains after the Saudi Arabia-based data center company DataVolt signs a multi-year partnership agreement with the beleaguered US chipmaker. - AMD’s shares rise after the board approves a $6 billion share repurchase plan that represents 3.3 percent of the company’s current market value, according to data compiled by Bloomberg.- Aurora Innovation (AUR) shares fall after Uber announced a $1 billion convertible offering, with the notes exchangeable into shares of Aurora.See omnystudio.com/listener for privacy information.

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American Eagle Outfitters Drops, Cboe Falls, Super Micro Computer Gains on DataVolt Pact Wednesday, May 14, 2025

On this episode of Stock Movers:- American Eagle Outfitters shares fall after it pulled its guidance for the full year following a first quarter that was marred by discounting and a write-down of inventory.- Cboe Global Markets shares declined after Morgan Stanley double downgraded the stock, recommending lower defensives exposure on the back of greater than expected tariff de-escalation between China and the US.- SuperMicro extends gains after Saudi Arabia-based data center company DataVolt signs a multi-year partnership agreement with the beleaguered US chipmaker.See omnystudio.com/listener for privacy information.

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Deals Drive Chip Stocks; SMCI and Burberry Rally Wednesday, May 14, 2025

On this episode of Stock Movers:- Nvidia (NVDA) is higher this morning after the Trump administration cleared a path for Saudi Arabia and the United Arab Emirates to pursue their artificial intelligence ambitions, with US tech companies like Nvidia and AMD planning to spend billions of dollars in the region.- UnitedHealth Group (UNH) is up this morning, reversing yesterday's significant downswing. It's seeing a rebound after news the company replaced its CEO, Andrew Witty, with former CEO Stephen Hemsley, and suspended earnings guidance, citing unexpected medical costs and challenges with its Medicare strategy.- Super Micro Computer (SMCI) is on the upswing this morning following Tuesday's 16% rally, after Saudi Arabia-based data center company DataVolt signs a multi-year partnership agreement with the beleaguered US chipmaker.- Burberry (BURBY) shares jumped as much as 16% after the British luxury group’s fourth-quarter retail sales beat estimates, sparking hopes among analysts that its strategic plan could bear fruit and the company is seeing the early signs of a turnaround. Burberry also plans to cut almost a fifth of its workforce, affecting up to 1,700 roles, to achieve an additional £60 million of savings in the next two years.See omnystudio.com/listener for privacy information.