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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Cava Sales Concern; CoreWeave Drop; Webtoon Disney Deal Wednesday, August 13, 2025

On this episode of Stock Movers:- Cava Group (CAVA) is lower after trimmed its annual sales outlook after a sharp deceleration in the second quarter as diners spent less on restaurant meals. The fast-casual Mediterranean chain now says sales at established locations will expand 6% at most this year, while it previously forecast an increase of as much as 8%.- Brinker International (EAT) is higher after fourth-quarter earnings beat expectations with the Chili’s owner expecting that momentum to carry through in the next fiscal year, issuing an outlook eclipsing analyst predictions. The Dallas-based company sees fiscal 2026 adjusted earnings of $9.90 to $10.50 per share, above the $9.88 consensus projected. The company expects revenue of $5.6 billion to $5.7 billion, with the mid-point slightly higher than the $5.63 billion analysts anticipated. Shares briefly dipped in early premarket trading before turning positive.- CoreWeave (CRWV) shares are lower and continues its trend downward from after-market trading following a disappointing earnings outlook, reflecting margin pressures from a rapid AI datacenter expansion. The company expects third-quarter operating income of $160 million to $190 million and has seen costs surge, with a more than 20-fold jump in losses to $131 million for the June quarter.- Webtoon Entertainment (WBTN) soared in premarket trading on Wednesday after the company, which lets creators and users make and discover digital comics, announced a deal with Walt Disney to bring about 100 series to its English-language app. The firm also forecast revenue for the third quarter that beat the average analyst estimate.See omnystudio.com/listener for privacy information.

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Hanesbrand Drop; Palo Alto Jump; Eli Lilly Higher Wednesday, August 13, 2025

On this episode of Stock Movers:- Hanesbrands (HBI) is lower after Gildan Activewear Inc. agreed to buy US underwear maker Hanesbrands Inc. for about $2.2 billion in cash and stock, in its largest ever acquisition. Canada-based Gildan is offering Hanesbrands holders roughly $6 a share, based on the companies’ closing prices on Aug. 11, according to a statement Wednesday. Including debt, the deal values Hanesbrands at about $4.4 billion.- Palo Alto Networks (PANW) is the biggest upside mover in early trading. It got upgrades from Piper Sandler and Deutsche Bank, providing a pop to the stock.- Eli Lilly (LLY) is higher after uncertainty surrounding the stock yesterday. The company recently launched an injector pen for Mounjaro, its weight-loss drug, for its starting dose in India as it continues to expand output.- CoreWeave (CRWV) shares are lower and continues its trend downward from after-market trading following a disappointing earnings outlook, reflecting margin pressures from a rapid AI datacenter expansion. The company expects third-quarter operating income of $160 million to $190 million and has seen costs surge, with a more than 20-fold jump in losses to $131 million for the June quarter.See omnystudio.com/listener for privacy information.

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Evolution Slumps, Beazley Falls, Glanbia Rises Wednesday, August 13, 2025

On this episode of Stock Movers:- Evolution dropped as much as 7% after it was said to have run bets in banned markets. Current and former executives at the Stockholm-based online gambling company were secretly filmed describing how its casino games made their way illegally to countries such as Iran, Sudan and China.- Beazley fell as much as 6.5% following its interim results. The insurer reported pretax profit for the first half-year that beat the average analyst estimate.- Glanbia shares climbed as much as 12%, the most since late April, after the food nutrition company beat expectations in the first half and lifted its guidance for the full year.See omnystudio.com/listener for privacy information.

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CoreWeave Drops, Cava Plummets, eToro Falls Tuesday, August 12, 2025

On this edition of Stock Movers:- CoreWeave (CRWV) shares dropped after the company posted steeper losses as it continued to build to meet demand from artificial intelligence developers. The company’s shares fell 5% in after-hours trading. Second-quarter adjusted net losses in the period steeped significantly to $130.8 million, compared to $5 million last year, it said in a statement Tuesday. Analysts had projected losses of $96.3 million. “We are scaling rapidly as we look to meet the unprecedented demand for AI,” Chief Executive Officer Michael Intrator said in the statement. Revenue tripled to $1.21 billion, the company said, ahead of expectations for $1.08 billion. - Cava Group (CAVA) shares plummeted after the company trimmed its annual sales outlook after a sharp deceleration in the second quarter as skittish diners spent less on restaurant meals, showing the pressure the brand is facing to keep up with its speedy growth in recent years. Cava’s shares fell about 23% in postmarket trading in New York on Tuesday, which would be its largest decrease on record if it holds through Wednesday’s close. The company’s stock declined roughly 25% this year through Tuesday’s close, compared with the 3.8% slump in the S&P 400 Consumer Discretionary Index. The fast-casual Mediterranean chain now says sales at established locations will expand 6% at most this year, while it previously forecast an increase of as much as 8%. The cut follows Cava’s slowest advance for that metric going back to the first quarter of 2021, according to data compiled by Bloomberg.- eToro (ETOR) shares fell after the trading and investment platform reported second-quarter results. TD Cowen called the print “uneven” as the adjusted earnings per share beat was driven by a low tax rate.See omnystudio.com/listener for privacy information.

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Airline Stocks Jump, AST SpaceMobile Plans More Launches, Cardinal Health to purchase Solaris Health Tuesday, August 12, 2025

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Vonnie Quinn, Carol Massar and David Gura.On this episode of Stock Movers:- United Airlines (UAL) and Delta Air Lines (DAL) were the top performers in the S&P 500 Tuesday as an unexpected pickup in airfares lifted airline stocks. Airline fares increased 4% month over month in July, according to the release Tuesday of the consumer price index, marking a sudden reversal after five consecutive monthly declines. It was the largest seasonally adjusted change in airfares since May 2022, according to the Bureau of Labor Statistics, which publishes the data. The news boosted airline stocks on Tuesday. United was up 9.9%, Delta gained 9.1%, American Airlines Group was climbing 11%, and Southwest Airlines was up 4.1%.- AST SpaceMobile (ASTS) shares rise over 13% in premarket trading after the satellite firm set out an ambitious plan to launch 45 to 60 satellites during 2025 and 2026. The firm also said it received two additional early-stage contracts for the US government.- Cardinal Health (CAH) agreed to purchase Solaris Health in a $1.9 billion deal, the company’s latest acquisition in the urology category and an expansion of its multispecialty strategy. “Urology is an attractive specialty for us,” said Jason Hollar, chief executive officer of Cardinal Health, in a statement. Among other recent urology acquisitions, Cardinal Health recently completed the purchase of Academic Urology & Urogynecology. Solaris Health has more than 750 providers in 14 states.See omnystudio.com/listener for privacy information.

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Paramount Skydance Rises, AST SpaceMobile Soars, Opendoor Rallies Tuesday, August 12, 2025

On this edition of Stock Movers:- Paramount Skydance Corp. (PSKY) shares are rising after the company is being started with a buy rating and $13 price target at Guggenheim, which sees strong prospects for the media company following the completion of the merger between Paramount Global and Skydance Media. The company is “investing in growth businesses (studios, streaming, sports),” scaling its direct-to-consumer streaming business, and “driving efficiency enterprise-wide with a focus on long-term free cash flow generation,” writes analyst Michael Morris. PSKY getting the rights for the Ultimate Fighting Championship “aligns with management’s goal of a global, scaled service and strategy of leaning into premium sports content."- AST SpaceMobile (ASTS) shares climbed as much as 19% Tuesday after the satellite firm set out an ambitious plan to launch 45 to 60 satellites in 2025 and 2026. The firm also said it received two additional early-stage contracts for the US government.- Opendoor Technologies (OPEN) shares rallied today after cryptocurrency investor and influential newsletter writer and podcaster Anthony Pompliano said he’d bought shares in the digital real estate firm. Shares rose as much as 16% Tuesday after Pompliano, chief executive officer of ProCap Acquisition Corp., said in a post on X he’s an investor in the $1.8 billion company. Pompliano is a former employee of Facebook, now known as Meta Platforms Inc., who hosts podcasts on business and investing, writes a daily newsletter to 260,000 readers and has 1.7 million followers on X. Tuesday’s gains mark the latest advance for the San Francisco, California-based company after it ended last month with a record 245% surge, climbing above $2 from just about 60 cents. The stock was at the center of July’s retail trader frenzy after Eric Jackson, founder of Toronto-based hedge fund EMJ Capital Ltd, made a series of posts on social media encouraging buying. That sent shares flying by as much as 832% before paring gains, and sparked a broader rally in other highly-speculative names across the market.See omnystudio.com/listener for privacy information.

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Tilray Brands Rises, Gildan Activewear Falls, Intel Up After Trump Meeting Tuesday, August 12, 2025

On this episode of Stock Movers:- Tilray Brands (TLRY) shares rise along with cannabis stocks after President Donald Trump said he was considering reclassifying marijuana as a less dangerous drug. - Gildan Activewear (GIL) shares fall as the company in advanced talks to buy US underwear maker Hanesbrands Inc., people familiar with the matter said, in what would be its largest ever acquisition.- Intel (INTC) shares are up after CEO Lip-Bu Tan's meeting with President Donald Trump. Trump called Intel C.E.O. a ‘Success’ After meeting.See omnystudio.com/listener for privacy information.

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Circle Jumps, Tilray Brands Rises, Venture Global Up After Earnings Tuesday, August 12, 2025

On this episode of Stock Movers:- Circle (CRCL) shares jump after the stablecoin issuer reported its first earnings as a public company. Second-quarter adjusted Ebitda and revenue beat the average analyst estimate.- Tilray Brands (TLRY) rises along with cannabis stocks after President Donald Trump said he was considering reclassifying marijuana as a less dangerous drug. - Venture Global (VG) jumps after the energy infrastructure company reported adjusted Ebitda for the second quarter that beat the average analyst estimate. See omnystudio.com/listener for privacy information.

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Intel Pop; Nvidia Slides on China Chip News; Hanesbrand Deal Tuesday, August 12, 2025

On this episode of Stock Movers:- Intel (INTC) is moving to the upside after President Trump said his Cabinet members would continue discussions with Lip-Bu Tan in the coming days after meeting with the Intel Corp. CEO at the White House. Intel said Tan and Trump discussed the company's "commitment to strengthening U.S. technology and manufacturing leadership" in a "candid and constructive" talk. Trump's remarks were a reversal from his earlier statement calling for Tan's resignation and accusing him of having conflicts of interest.- Nvidia (NVDA) is lower on news China urged local companies to avoid using Nvidia Corp.'s H20 processors, particularly for government-related purposes, according to people familiar with the matter. The guidance from Chinese authorities does not constitute an outright ban on H20 use, but rather discourages companies from using the chips, especially for government or national security-related work.- Hanesbrand (HBI) is soaring on news Canada’s Gildan Activewear Inc. is in advanced talks to buy US underwear maker Hanesbrands Inc., the FT reported, citing people familiar with the matter. The transaction could value Hanesbrands at almost $5 billion including debt and it may be agreed by the end of the week, the people told the FT, adding negotiations are not finalized and may still collapse. Shares in Hanesbrand had lost more than 40% this year through Monday, taking its market value to $1.7 billion. The US company had about $2.5 billion in debt as of June, the FT said.- Circle (CRCL) shares are jumped after the stablecoin issuer reported its first earnings as a public company. Second-quarter adjusted Ebitda and revenue beat the average analyst estimate.See omnystudio.com/listener for privacy information.

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Intel CEO Trump Meeting; Chips and China; Musk Calls out Apple Tuesday, August 12, 2025

On this episode of Stock Movers:- Intel (INTC) is moving to the upside after President Trump said his Cabinet members would continue discussions with Lip-Bu Tan in the coming days after meeting with the Intel Corp. CEO at the White House. Intel said Tan and Trump discussed the company's "commitment to strengthening U.S. technology and manufacturing leadership" in a "candid and constructive" talk. Trump's remarks were a reversal from his earlier statement calling for Tan's resignation and accusing him of having conflicts of interest.- Nvidia (NVDA) is lower on news China urged local companies to avoid using Nvidia Corp.'s H20 processors, particularly for government-related purposes, according to people familiar with the matter. The guidance from Chinese authorities does not constitute an outright ban on H20 use, but rather discourages companies from using the chips, especially for government or national security-related work.- Apple (APPL) shares are lower this morning. It comes as the world's richest man Elon Musk accused Apple Inc. of favoring OpenAI, saying Apple makes it impossible for anyone other than OpenAI to reach the top of the App Store charts.- Bigbear.ai (BBAI) shares are sliding massively after the software company reported revenue for the second quarter that missed the average analyst estimate.See omnystudio.com/listener for privacy information.

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Vestas Rises, Spirax Jumps, Bellway Up Tuesday, August 12, 2025

On this episode of Stock Movers:- Vestas Wind Systems shares rose as much as 5.1% after the company won new orders in the US, which analysts at Citi said is being taken well by the market following the drop in the shares on Monday. - Spirax stocks rallied as much as 18%, marking the biggest jump on record, after the thermal energy and fluid technology company delivered results ahead of expectations in the first half. Citi said the update implies there is some upside potential to consensus estimates for the current year. - Bellway rose as much as 2.6% after it reported homes completed for the full year of 8,749 vs. 7,654 year on year.See omnystudio.com/listener for privacy information.

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TKO Jumps, Cannabis Stocks Rise, Hershey Falls Monday, August 11, 2025

On this edition of Stock Movers:- TKO Group (TKO) shares advanced today after Paramount Skydance acquired the exclusive rights to show all events from the Ultimate Fighting Championship in the US over the next seven years, the companies announced Monday, a $7.7 billion deal designed to boost the Paramount+ streaming service. Paramount will offer the UFC’s 13 marquee events and 30 additional fight nights on its streaming service, while also showing select events on the CBS broadcast network, starting next year. UFC’s marquee events are typically numbered and feature title matches with top fighters, while fight nights usually involve up-and-comers or less prominent matchups. Paramount said it’s paying an average of $1.1 billion a year and will explore buying international rights in the future as they become available.- Tilray Brands (TLRY) and other shares of cannabis-linked companies rallied on Monday after President Donald Trump said he was considering reclassifying marijuana as a less dangerous drug, giving the sector a much needed boost.- Shares of chocolate makers Hershey (HSY) and Mondelez (MDLZ) are trading lower Monday as cocoa futures climbed the most since December amid dropping inventories and renewed concern about weaker West African crop forecasts in the coming season. Futures in New York surged as much as 11% on Monday before paring gains. US exchange cocoa stockpiles have been falling, while dry weather conditions in parts of the world’s top growing region are threatening the next cocoa season after the current mid-crop harvest has already been poorer than expected.See omnystudio.com/listener for privacy information.

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Intel CEO to Meet Trump, Pot Soars, Dole Slides Monday, August 11, 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, Vonnie Quinn, Tim Stenovec and Isabelle Lee.- Intel (INTC) shares are trading higher Monday amid reports indicating CEO Lip-Bu Tan will meet with President Donald Trump. The meeting is expected to take place Monday at the White House. It comes four days after Trump called for Tan's resignation in a Truth Social post, describing him as "highly CONFLICTED" and alleging ties to Chinese semiconductor companies with connections to the country's military. The criticism followed a letter from Republican Senator Tom Cotton to Intel's board chairman seeking answers about Tan's business interests in China. Tan has said he has the full support of Intel's board and reached out to the White House to address what he described as "misinformation" about his record.- Shares of cannabis-linked companies rallied on Monday after President Donald Trump said he was considering reclassifying marijuana as a less dangerous drug — giving the sector a much needed boost. The stock of greenhouse production firm Village Farms International Inc. surged as much as 42% on Monday, its biggest intraday jump since June 2017. Tilray Brands Inc., (TLRY) Canopy Growth Corp., Aurora Cannabis Inc., SNDL Inc. and Cronos Group Inc. all climbed by double digits after the US president told reporters at the White House on Monday that he was looking at making the change over “the next few weeks.”- Dole (DOLE) shares fall 5.8% after the produce company cut is annual adjusted Ebitda forecast. Additionally, on the conference call, it said that industry specific challenges and less favorable weather conditions in much of Central America, as well as strong market demand, put pressure on industry supply and sourcing costs.See omnystudio.com/listener for privacy information.

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Nvidia-AMD China Deal, General Motors Rises, Cannabis Linked Companies Rally Monday, August 11, 2025

On this edition of Stock Movers:- Nvidia (NVDA) shares are down right now while Advanced Micro Devices (AMD) shares are gaining. Both chip companies have agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in an unusual deal that threatens to set a precedent for American companies doing business in the Asian nation. Meantime, President Donald Trump signaled on Monday that he’d be open to allowing Nvidia Corp. to sell a scaled-back version of its most advanced AI chip to China. Trump said he would consider a deal that would allow Nvidia to ship its Blackwell chips to China if the company could design it to be less advanced. “It’s possible I’d make a deal” on a “somewhat enhanced — in a negative way — Blackwell” processor, he said in a briefing with reporters. “In other words, take 30% to 50% off of it.”- General Motors (GM) shares are rising after the company is seeking to lure back some former employees of its defunct Cruise autonomous-vehicle business as part of a renewed push to develop a new driverless car, according to people familiar with the matter. This time around, the project would be focused on autonomous cars for personal use, rather than a robotaxi service, these people said. The first step is development of hands-free, eyes-free driving with a human in the vehicle, with the ultimate goal being a car that can drive with no one at the wheel, they said.- Shares of cannabis-linked companies rallied on Monday after President Donald Trump said he was considering reclassifying marijuana as a less dangerous drug — giving the sector a much needed boost. The stock of greenhouse production firm Village Farms International Inc. surged as much as 42% on Monday, its biggest intraday jump since June 2017. Tilray Brands Inc., Canopy Growth Corp., Aurora Cannabis Inc., SNDL Inc. and Cronos Group Inc. all climbed by double digits.See omnystudio.com/listener for privacy information.

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Elf Beauty Gains, Coreweave Up, Circle Internet Rises Ahead of Earnings Monday, August 11, 2025

On this episode of Stock Movers:- Elf Beauty (ELF) rises after as Morgan Stanley upgraded to overweight from equal-weight, as the bank sees consensus as being “materially too low.”- Coreweave (CRWV) rise ahead of earnings. The lockup period for CoreWeave stock tied to the company's initial public offering expires Thursday, earlier than usual.- Circle Internet (CRCL) shares rise ahead of earnings. Results are due before market open on 8/12.See omnystudio.com/listener for privacy information.

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Nvidia Falls, Micron Rises, Tilray Brands Up on Cannabis Reclassifying On this episode of Stock Movers: Monday, August 11, 2025

On this episode of Stock Movers:- Nivida (NVDA) shares fall. Semiconductor analysts are mixed on the news that Nvidia and Advanced Micro Devices will pay 15% of their revenues from Chinese AI chip sales to the US government in order to secure export licenses. While they see upside from the China market, they worry about the precedent.- Micron (MU) shares rise. Micron Technology Inc. raised its fiscal fourth-quarter revenue and earnings outlook, citing “improved pricing” for a key product. - Tilray Brands (TLRY) rises. Stocks of cannabis producers are climbing Monday morning after the Wall Street Journal reported that US President Donald Trump is considering reclassifying marijuana as a less dangerous drug.See omnystudio.com/listener for privacy information.

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Coinbase Pops; Major Chip Stocks Slide; Rumble Pushes Higher Monday, August 11, 2025

On this episode of Stock Movers:- Coinbase (COIN) is pushing higher along with the broader crypto space. Cryptocurrency-exposed stocks rally in premarket trading Monday as Bitcoin extended gains to rise to within striking distance of an all-time high.- Nvidia (NVDA) and Advanced Micro Devices (AMD) are slipping this morning on news both companies agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in a deal to secure export licenses. The arrangement reflects President Trump’s effort to engineer a financial payout for America in return for concessions on trade, according to the text.- Rumble (RUM) shares climbed in premarket trading on Monday as the online video network platform announces its intent to buy AI firm Northern Data. Meanwhile, shares in Northern Data AG sink as much as 29%. "Rumble has notified Northern Data of its interest in a potential all-stock exchange offer for 100% of the outstanding shares of Northern Data,” the company said in a statement on Sunday- Monday.com (MNDY) posted better-than-expected financial results, but the shares are taking a dive in premarket trading due to Q3 guidance.See omnystudio.com/listener for privacy information.

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Coinbase Climbs Higher; Nvidia and AMD Drop; Lithium Market Pop Monday, August 11, 2025

On this episode of Stock Movers:- Coinbase (COIN) is pushing higher along with the broader crypto space. Cryptocurrency-exposed stocks rally in premarket trading Monday as Bitcoin extended gains to rise to within striking distance of an all-time high.- Nvidia (NVDA) and Advanced Micro Devices (AMD) are slipping this morning on news both companies agreed to pay 15% of their revenues from Chinese AI chip sales to the US government in a deal to secure export licenses. The arrangement reflects President Trump’s effort to engineer a financial payout for America in return for concessions on trade, according to the text.- Albermarle (ALB) shares are higher as the lithium markets soar after Contemporary Amperex Technology Co. Ltd. halted operations at a major mine in China, spurring speculation that Beijing might move to suspend other projects. The mine's closure had been under scrutiny amid speculation that authorities wouldn’t extend its license, and it accounts for some of global output, according to Bank of America Corp.See omnystudio.com/listener for privacy information.

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Orsted Plummets, S4 Capital Offer, Rheinmetall Slides Monday, August 11, 2025

On this episode of Stock Movers:- Shares in Danish company Orsted A/S dropped as much as 24% after it announced it will conduct a rights offering to raise as much as 60 billion Danish kroner ($9.4 billion).-S4 Capital, the advertising agency founded by Martin Sorrell, is in talks to combine with private equity-owned MSQ Partners.- European defense stocks are significantly underperforming on Monday morning, with markets looking to US President Donald Trump’s efforts to broker an agreement to end the war in Ukraine through a planned meeting with Russian President Vladimir Putin later this week.See omnystudio.com/listener for privacy information.

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Deep Dive: Disney Earnings Saturday, August 9, 2025

Walt Disney Co. disappointed Wall Street with a tepid full-year profit forecast, weighed down by its struggling movie and TV businesses. Earnings should increase 18% to $5.85 share in fiscal 2025, excluding some costs, the company said Wednesday. That outlook was less than some analysts had been expecting and put a damper on a mostly positive third-quarter report that showed strength in theme parks and streaming, two growth businesses. Disney expects to generate $1.3 billion of operating income from its direct-to-consumer streaming business in fiscal 2025, which ends in September, up from a previous forecast of $1 billion. Management also expects operating income from the parks business to increase 8% in the current fiscal year — at the top end of previous guidance. Revenue from Disney’s traditional TV networks, which include ABC and National Geographic, fell 15% in the quarter to $2.27 billion. Operating income tumbled 28% to $697 million due to a decline in viewers and lower advertising rates. The unit that includes the Disney film studios lost $21 million in the quarter, hurt by the disappointing theatrical performance of the Pixar film Elio and Thunderbolts* from Marvel Studios. The loss was likely due to write downs associated with those features, analysts at Barclays Research wrote in a note. For analysis, Paul Sweeney and Isabelle Lee speak with Bloomberg Intelligence Senior Analyst Geetha Ranganathan.See omnystudio.com/listener for privacy information.