Stock Movers

Your five-minute podcast 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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Weekly Roundup: Apple Tariff Fears, CVS Snubs Lily, Spotify Tumbles Friday, May 2, 2025

On this episode of Stock Movers:- Apple (APPL) shares fell this week after its quarterly earnings report failed to soothe investor concerns about its biggest challenges, including escalating tariff costs and a slowdown in China. The company’s shares declined 3.7% in New York on Friday after second-quarter results included worse-than-expected sales in China. The iPhone maker also warned that tariffs will increase costs this quarter, a sign that geopolitical tensions are taking a growing toll on the business. Apple expects $900 million in higher costs from tariffs in the current period, Chief Executive Officer Tim Cook said Thursday during a conference call. Revenue will increase by a percentage in the low- to mid-single digits in the quarter, compared with a 5% average analyst estimate. The company didn’t offer any guidance on the impact of tariffs beyond the current period.- Eli Lilly (LLY) shares took a hit on word that CVS choose to make rival Novo Nordisk's popular weight-loss drug Wegovy more widely available to its customers. Eli Lilly's Zepbound was moved off of CVS' list of preferred drugs. Novo and Lilly have been locked in a fierce competition to dominate the obesity market, which is expected to reach $130 billion by the end of the decade. CVS Caremark’s decision to place Wegovy over Zepbound could give Novo an edge as the companies fight to convince insurance companies to pay for their treatments, which cost more than $1,000 a month before rebates.- Spotify (SPOT) shares tumbled on Tuesday after the streaming company gave a muted outlook for profit and subscriber growth in the current quarter. The Stockholm-based company forecast gross profit margins of 31.5% in the second quarter, missing analysts’ average estimate for 31.6% according to data compiled by Bloomberg. Spotify sees monthly active users rising to 689 million, less than the 694.4 million analysts expected. The US-traded stock slipped as much as 9.6% in New York to $540.10. It had risen 22% this year through the end of March and had more than doubled in the last 12 months. Chief Executive Officer Daniel Ek tried to reassure investors that Spotify’s business is strong, despite economic turbulence roiling other industries.See omnystudio.com/listener for privacy information.

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Apple Down on Trade Fears, Block Plunges, Duolingo Jumps Friday, May 2, 2025

On this episode of Stock Movers:- Apple (APPL) shares are still lower as investors continue to digest an earnings report that failed to soothe investor concerns about its biggest challenges, including escalating tariff costs and a slowdown in China. The company’s shares declined as much as 5.2% after markets opened in New York on Friday. Apple had released second-quarter results that included worse-than-expected sales in China. The iPhone maker also warned in the Thursday statement that tariffs will increase costs this quarter, a sign that geopolitical tensions are taking a growing toll on the world’s most valuable business.- Block (XYZ) shares sunk as much as 24%, the most since March 2020 after the financial services and digital payments company cut its gross profit guidance for the full year. The Cash App parent company reported results that suggest weakness in the company’s efforts to convert millions of active users into full-fledged banking customers.- Duolingo (DUOL) shares are still up after the language-learning software firm reported results that beat expectations. Sales will be $987 million to $996 million this year, the company said in a letter to shareholders, up from its previous view of at most $978.5 million and ahead of analysts’ projections for $973.2 million. Subscriptions for its highest-price tier — Duolingo Max — continued to grow in part due to the appeal of its AI-powered video call feature. Daily active users across all tiers jumped 49% to 46.6 million in the period, while the company now counts 10.3 million paying subscribers, slightly ahead of expectations.See omnystudio.com/listener for privacy information.

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Amazon Falls, Wendy's Drop, Duolingo Rises as AI Drives Subscriptions Friday, May 2, 2025

On this episode of Stock Movers:- Amazon (AMZN) shares fall after the company said it’s bracing for a tougher business climate in the coming months, echoing concerns from a range of companies that tariffs and related economic turmoil could crimp consumer spending.- Wendy's (WEN) shares drop after the company lowered its sales outlook for this year, the latest restaurant chain to take a hit from consumer unease about shaky economic conditions in the US. Global systemwide sales are set to decline as much as 2%, while the company had forecast in March an increase as large as 3%.- Duolingo (DUOL) shares rise after the company raised its full-year sales and profit outlook as artificial intelligence offerings drive users to its higher-priced subscriptions. ales will be $987 million to $996 million this year, the company said in a letter to shareholders, up from its previous view of at most $978.5 million and ahead of analysts’ projections for $973.2 million.See omnystudio.com/listener for privacy information.

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Take-Two Drops, Apple Falls, Five Below Jumps on Positive Forecasts Friday, May 2, 2025

On this episode of Stock Movers:- Take-Two Interactive Software (TTWO) shares fall after the company delayed the release of Grand Theft Auto VI to next year, giving the team more time to finish the game. The game was expected to be one of the most lucrative video games ever and would have been the biggest release of 2025, but will now be released on May 26, 2026.- Apple (AAPL) shares drop after the company received downgrades from Jefferies and Rosenblatt Securities after quarterly results raised concerns about tariffs and growth potential. The company's results showed weaker-than-expected sales in China and expected $900 million in higher costs from tariffs, with revenue growth expected in the "low- to mid-single digit" percentage range this year.- Five Below (FIVE) shares jump after the discount retailer increased its first-quarter forecasts for sales and profit. The company also said director Mike Devine is expected to be appointed non-executive chair of the board following the 2025 annual meeting.See omnystudio.com/listener for privacy information.

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Apple and Amazon Earnings; Oil Prices Hit Chevron and Exxon; Take Two's Miss Friday, May 2, 2025

On this episode of Stock Movers:- Apple (APPL) shares are lower this morning after the iPhone maker reported service revenue for the fiscal second quarter that trailed the average analyst estimate. The company expects $900 million in higher costs from tariffs this quarter and warned that revenue will increase by a percentage in the low- to mid-single digits, below analyst estimates.- Chevron (CVX) share are also down despite beating its earnings estimates. Wall Street is punishing the oil giant after it announced it will reduce share buybacks this quarter to about $2.75 billion, 30% less than in the first quarter, due to tumbling oil prices.- Exxon (XOM) shares are higher after it said it will stick to its plan to buy back about $5 billion in shares per quarter, while Shell has the financial ability to keep repurchasing upwards of $3 billion of shares each quarter.- Take-Two (TTWO) shares are lower after delaying the release of Grand Theft Auto VI to next year, giving the development team more time to complete the game. The delay is seen as a significant setback for Take-Two, as the Grand Theft Auto franchise is a major contributor to the company's revenue.See omnystudio.com/listener for privacy information.

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Apple and Amazon Decline; Airbnb Travel Weakness; Chevron Takes a Hit Friday, May 2, 2025

On this episode of Stock Movers:- Apple (APPL) shares are lower this morning after the iPhone maker reported service revenue for the fiscal second quarter that trailed the average analyst estimate. The company expects $900 million in higher costs from tariffs this quarter and warned that revenue will increase by a percentage in the low- to mid-single digits, below analyst estimates.- Amazon (AMZN) is following Apple downward this morning after it said it expects a tougher business climate in the coming months due to tariffs and economic turmoil, which may affect consumer spending. The company's operating profit forecast for the current period is weaker than expected, citing factors such as tariffs, currency fluctuations, and recessionary fears.- Airbnb (ABNB) shares in decline this morning after giving a very weak travel outlook that is affecting their bottom line. The company is citing economic uncertainties for softer travel demand in the US. The company's growth for nights and experiences booked is expected to "moderate" from the 7.9% achieved in the first quarter, falling short of Wall Street's 8.6% projection.- Chevron (CVX) share are also down despite beating its earnings estimates. Wall Street is punishing the oil giant after it announced it will reduce share buybacks this quarter to about $2.75 billion, 30% less than in the first quarter, due to tumbling oil prices.See omnystudio.com/listener for privacy information.

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Shell Sticks With Payouts, BASF'S Warning, Natwest Outperforms Friday, May 2, 2025

On this episode of Stock Movers:- Shell stuck to its plans for investor returns and capital spending, saying it had the financial strength to withstand any weakness in energy markets. - BASF warned that uncertainty caused by President Donald Trump’s trade tactics means it can’t make reliable predictions for its business this year.- NatWest beat estimates in the first quarter and pointed to improving earnings this year as the bank’s customers proved resilient to the unfolding strains on the global economy.See omnystudio.com/listener for privacy information.

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Amazon's Weak Outlook, Apple's China Sales Miss, Delta Up Thursday, May 1, 2025

On this episode of Stock Movers: - Amazon (AMZN) shares are down in extended trading as the company gave a weaker-than-expected forecast for operating profit in the current quarter, pointing toward a long list of factors including tariffs and trade that may cause consumers to pull back on spending. The world’s largest online retailer projected operating profit of $13 billion to $17.5 billion, compared with an average estimate of $17.8 billion. Sales will be $159 billion to $164 billion in the period ending in June, the company said Thursday in a statement. Analysts, on average, expected $161.4 billion. - Apple (APPL) shares are down in extended trading as sales from China declined more than anticipated in the latest quarter, overshadowing otherwise solid results for the iPhone maker. Revenue from the country fell 2.3% to $16 billion in the fiscal second quarter, which ended March 29, the company said in a statement Thursday. Analysts had estimated $16.83 billion. Overall sales gained 5% to $95.4 billion, ahead of the $94.6 billion average estimate. Apple had projected percentage growth in the low- to mid-single digits. - Delta Air Lines (DAL) shares have small gains in after hours trading. The airline says that the head of its Endeavor Air regional carrier will step down, but remain with the parent company. Jim Graham’s departure as Endeavor chief executive officer is part of a plan that’s been in the works almost a year, he said in a Thursday memo to the airline’s executives and directors seen by Bloomberg News. Graham retains his role as a senior vice president with the Delta Connection regional operation, Delta said in an email.See omnystudio.com/listener for privacy information.

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Eli Lilly Shares Sink, Qualcomm's Tepid Forecast, Carrier Global Rises Thursday, May 1, 2025

On this episode of Stock Movers:- Eli Lilly (LLY) shares fell the most intraday since October after CVS Health announced a plan to drop its blockbuster weight-loss drug Zepbound from its preferred list, making rival Wegovy more widely available. While the company maintained its sales guidance between $58 billion and $61 billion for the year, and Zepbound performed in line with Wall Street’s expectations, investors who had been hoping for more explosive growth were underwhelmed.- Qualcomm (QCOM) shares fell after the company gave a tepid revenue forecast, underscoring concerns that tariffs will hurt demand for its products. Revenue in the period ending in June will be $9.9 billion to $10.7 billion, the company said Wednesday in a statement. The midpoint of that range was slightly below the average analyst estimate of $10.33 billion.- Carrier Global Corp. (CARR) shares are up. The company said said its tariff exposure has been alleviated in part through price increases, allowing it to boost its full-year profit outlook and sending its shares higher. The HVAC company is fully mitigating the impact of tariffs that are in effect today, it said in a statement Thursday. “We are fully mitigating our tariff exposure through supply chain and productivity actions with the balance of about $300 million via price, which represents a little over 1% of additional pricing,” Chief Executive Officer Dave Gitlin said on a call with investors.See omnystudio.com/listener for privacy information.

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Kohl's Rises, Eli Lilly Drops, Microsoft Surge on Strong Cloud Growth Thursday, May 1, 2025

On this episode of Stock Movers:- Kohl's (KSS) shares rise after the company fired its chief executive officer after the board found he directed the company to do millions of dollars of business with someone he had a personal relationship with on “highly unusual terms.” The company said it is starting a search to find a permanent replacement following the departure of Ashley Buchanan and that Chairman Michael Bender would serve as interim CEO, according to a statement. - Eli Lilly & Co.’s (LLY) shares dropped in morning trading after CVS Health Corp. announced a plan to drop its blockbuster weight-loss drug Zepbound, making rival Wegovy more widely available. The drugmaker also cut its full-year earnings outlook, citing research and development costs. - Microsoft (MSFT) shares surge after the company reported stronger-than-expected quarterly sales and profit growth, suggesting customer demand for cloud services has held steady despite a wave of tariffs and economic turbulence. During a call with analysts, Chief Financial Officer Amy Hood said Azure will grow as much as 35%.See omnystudio.com/listener for privacy information.

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Meta Jumps, Eli Lilly Drops, Kohl's Rises After Firing CEO Thursday, May 1, 2025

On this episode of Stock Movers:- Meta Platforms (META) shares jumped after the company’s advertising sales quelled Wall Street concerns about the impact of the Trump administration’s trade war, with first-quarter revenue beating expectations. Meta needs its advertising business, which makes up 98% of the company’s revenue, to continue growing in order to fund an expensive expansion in artificial intelligence. - Eli Lilly & Co.’s (LLY) shares dropped in morning trading after CVS Health Corp. announced a plan to drop its blockbuster weight-loss drug Zepbound, making rival Wegovy more widely available. The drugmaker also cut its full-year earnings outlook, citing research and development costs. - Kohl's (KSS) shares rise after the company fired its chief executive officer after the board found he directed the company to do millions of dollars of business with someone he had a personal relationship with on “highly unusual terms.” The company said it is starting a search to find a permanent replacement following the departure of Ashley Buchanan and that Chairman Michael Bender would serve as interim CEO, according to a statement.See omnystudio.com/listener for privacy information.

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McDonald's Consumer Scare; Lilly Weight Loss Drug; Qualcomm Falls Thursday, May 1, 2025

On this episode of Stock Movers:- McDonald's (MCD) shares are lower after US sales fell 3.6% in the first quarter, mainly due to a decline in guest counts, marking the biggest drop in the chain's home market since 2020. The decline is attributed to a deterioration in consumer sentiment, making it harder for restaurants to lure in diners, with low-income customers being particularly affected.- Eli Lilly (LLY) dropped in the premarket after the drugmaker cut its adjusted earnings per share forecast for the full year. The company also reported first-quarter sales of its blockbuster weight-loss drug, Zepbound, that was in line with expectations. It also follows CVS' drug-benefits unit negotiated a deal to make Novo Nordisk A/S's Wegovy more widely available to its members, replacing Zepbound.- Qualcomm (QCOM) is falling after its revenue forecast for the period ending in June was $9.9 billion compared to $10.7 billion, which is slightly below analyst estimates. The company's outlook has renewed fears about the impact of tariffs on the smartphone market, which is Qualcomm's largest market. Shares fell over 5% in premarket trading following the announcement, despite the company's efforts to diversify its business beyond the phone market.- Nvidia (NVDA) shares jumped as Microsoft and Meta beats drove Mag 7 stocks higher. It comes with CEO Jensen Huang also saying he wants the Trump administration to change regulations for exporting AI technology to help American businesses capitalize on opportunities.See omnystudio.com/listener for privacy information.

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Microsoft and Meta Surge; Eli Lilly Slides; Harley Davidson and Tariffs Thursday, May 1, 2025

On this episode of Stock Movers:- Microsoft (MSFT) shares are higher this morning after an earnings blowout. The company reported stronger-than-expected quarterly sales and profit growth as the Azure cloud unit posted a 33% revenue gain in the quarter, beating the Wall Street estimate of 29%. It suggests customer demand for cloud services has held steady despite a wave of tariffs and economic turbulence. The world’s largest software maker is considered a leader in commercializing AI products, thanks to its close partnership with ChatGPT maker OpenAI. In addition to providing computing infrastructure, Microsoft has launched AI assistants in widely used productivity applications such as Office and Excel. - Meta (META) shares, along with Microsoft, are helping lead the Mag 7 higher after the company reported $42.3 billion in first-quarter sales, beating analysts' estimates of $41.4 billion. Meta expects to spend $64 billion to $72 billion this year, up from its prior outlook, due to tariffs imposed by the Trump administration and investments in artificial intelligence. Meta's advertising business, which makes up 98% of the company's revenue, is growing, and the company is investing heavily in AI development, including a new standalone AI app, to compete with rivals.- Eli Lilly (LLY) dropped in the premarket after the drugmaker cut its adjusted earnings per share forecast for the full year. The company also reported first-quarter sales of its blockbuster weight-loss drug, Zepbound, that was in line with expectations. It also follows CVS' drug-benefits unit negotiated a deal to make Novo Nordisk A/S's Wegovy more widely available to its members, replacing Zepbound.- Harley Davidson (HOG) shares are lower after pulling its 2025 financial outlook, citing the “tariff situation” and macroeconomic conditions. It also reported revenue for the first quarter that missed the average analyst estimate.See omnystudio.com/listener for privacy information.

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Lloyds Falls, Rolls-Royce Backs Outlook, GN Store Drops Thursday, May 1, 2025

On this episode of Stock Movers:- Lloyds shares fall as much as 2.4% after the lender’s earnings came in a touch shy of expectations. Analysts blamed higher severance costs, but said that overall trends are supportive with Lloyds maintaining its full-year guidance.- GN Store slumps as much as 10% after lowering its full-year guidance to account for the impact of US tariffs. - Rolls-Royce expressed confidence the aircraft engine supplier can meet its financial goals for the year despite the uncertainty caused by the introduction of new tariffs.See omnystudio.com/listener for privacy information.

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Caterpillar Wavers, Starbucks Slides, Snap Plunges Wednesday, April 30, 2025

On this episode of Stock Movers:- Caterpillar Inc. (CAT) shares are up in after hours trading. This comes as the company expects slightly lower sales this year if Trump administration tariffs remain in place and the economy dips into a recession in the second half. The guidance, in line with previous expectations, came as the heavy-equipment maker posted first-quarter earnings that fell short of analysts’ estimates. The company painted two scenarios in its results’ presentation, forecasting operating profit to be within its annual target range if factoring in tariffs and a recession.- Starbucks (SBUX) shares fell after the company said same-store sales declined 1% in the quarter ended March 30, missing Wall Street estimates, and earnings per share also missed expectations. CEO Brian Niccol said "behind the scenes, we really are showing a lot of signs of progress” -- Niccol took the helm in September and kicked off an overhaul of its cafes to make them more welcoming- Snap (SNAP) shares tumbled after the company narrowly beat analysts’ estimates for first-quarter revenue but declined to issue a sales forecast for the current period, saying it’s navigating macroeconomic “headwinds” for its advertising business. While sales continue to grow in the second quarter, Snap said economic volatility “may impact advertising demand more broadly,” contributing to its decision to withhold sales projections.See omnystudio.com/listener for privacy information.

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Caterpillar Misses, Starbucks Sales Keep Falling, Snap Tumbles Wednesday, April 30, 2025

On this episode of Stock Movers:- Caterpillar (CAT) shares are down as the company expects slightly lower sales this year if the Trump administration tariffs remain in place and the economy dips into a recession in the second half. The guidance, in line with previous expectations, came as the heavy-equipment maker posted first-quarter earnings that fell short of analysts’ estimates. The company painted two scenarios in its results’ presentation, forecasting operating profit to be within its annual target range if factoring in tariffs and a recession.- Starbucks (SBUX) stock slides as the company's same-store sales declined 1% in the quarter ended March 30, missing Wall Street estimates, and earnings per share also missed expectations. Starbucks CEO Brian Niccol says the coffee chain is making progress in reviving growth, but flagging sales in the latest quarter and a sputtering economy amped up pressure on the company’s new management to deliver.- Snap (SNAP) shares tumbled after the company narrowly beat analysts’ estimates for first-quarter revenue but declined to issue a sales forecast for the current period, saying it’s navigating macroeconomic “headwinds” for its advertising business. While sales continue to grow in the second quarter, Snap said economic volatility “may impact advertising demand more broadly,” contributing to its decision to withhold sales projections.See omnystudio.com/listener for privacy information.

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Caterpillar Drops, Starbucks Tumbles, Snap Drops on Ad Warning Wednesday, April 30, 2025

On this episode of Stock Movers:- Caterpillar (CAT) shares fall after the company said it expects slightly lower sales this year if Trump administration tariffs remain in place and the economy dips into a recession in the second half. Caterpillar said it expects an additional cost headwind of $250 million to $350 million in the second quarter from tariffs, “net of initial mitigation actions and cost controls.”- Starbucks (SBUX) shares fall after the company said same-store sales declined 1% in the quarter ended March 30, missing Wall Street estimates, and earnings per share also missed expectations. CEO Brian Niccol said "behind the scenes, we really are showing a lot of signs of progress” -- Niccol took the helm in September and kicked off an overhaul of its cafes to make them more welcoming- Snap (SNAP) shares fall after the company warned volatility may impact advertising demand more broadly, contributing to its decision to withhold sales projections. Some of Snap’s advertisers are pulling back their spending due to the Trump administration’s planned changes to the de minimis rule, which exempts imports from mainland China and Hong Kong from tariffs if they’re worth less than $800, Chief Financial Officer Derek Andersen said on an earnings call with investors.See omnystudio.com/listener for privacy information.

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Starbucks Drops, Super Micro Plunges, Amazon Lower on Grindr AI Use Wednesday, April 30, 2025

On this episode of Stock Movers:- Starbucks (SBUX) shares fall after the company said same-store sales declined 1% in the quarter ended March 30, missing Wall Street estimates, and earnings per share also missed expectations. CEO Brian Niccol said "behind the scenes, we really are showing a lot of signs of progress” -- Niccol took the helm in September and kicked off an overhaul of its cafes to make them more welcoming- Super Micro (SMCI) shares plunge after the company's preliminary results for the fiscal third quarter fell short of analysts' estimates. The company attributed the miss to customers delaying purchases, which will be pushed into the current quarter, and also cited higher inventory reserves and expedited costs for new products.- Amazon (AMZN) shares fall after Grindr said it’s using artificial intelligence tools from Amazon.com and Anthropic to develop features for its “Wingman” product, rather than relying on chatbots. President Donald Trump called Jeff Bezos to complain following the report, and Trump said Bezos "solved the problem very quickly, and he did the right thing.”See omnystudio.com/listener for privacy information.

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Starbucks Struggles; Snap Headwinds; Super Micro Computer Scare Wednesday, April 30, 2025

On this episode of Stock Movers:- Starbucks (SBUX) shares are lower after receiving a wave of downgrades from Wall Street. Bernstein, Stifel, and TD Securities lowered its price target on the stock. Starbucks' same-store sales declined 1% in the quarter ended March 30, below the average estimate compiled by Bloomberg.- Snapchat (SNAP) slipped as much as 14% in early trading after signaling a massive headwind warning when it comes to ad sales. Snap beat analysts' estimates for first-quarter revenue but declined to issue a sales forecast for the current period due to macroeconomic "headwinds" affecting its advertising business.- Super Micro Computer (SMCI) tumbled as much as 16% in premarket trading on Wednesday after the company reported preliminary third-quarter results that missed expectations. JPMorgan does not think that the magnitude of the revenue miss is representative of any industry-wide demand slowdown.- Norwegian Cruise Lines (NCLH) broke with its cruise peers by warning that cruise demand, which has long defied worrying travel trends, is beginning to weaken. The stock is lower after the cruise operator saw “softening” in its 12-month forward bookings, though maintains ticket sales are within the “optimal range, even amid ongoing macroeconomic volatility,” according to a statement Wednesday. Despite that, the company maintained its full-year targets.See omnystudio.com/listener for privacy information.

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Caterpillar's Earnings Bump; Starbucks Downgrades; Snapchat Ad Sales Concerns Wednesday, April 30, 2025

On this episode of Stock Movers:- Caterpillar (CAT) share are higher this morning. The company said it expects to face slightly lower sales this year if tariffs continue and the economy dips into a recession in the second half. The guidance, in line with previous expectations, came as the heavy-equipment maker posted first-quarter earnings that fell short of analysts’ estimates. Excluding any impacts from tariffs, Caterpillar said it sees flat full-year sales compared with 2024.- Starbucks (SBUX) shares are lower after receiving a wave of downgrades from Wall Street. Bernstein, Stifel, and TD Securities lowered its price target on the stock. Starbucks' same-store sales declined 1% in the quarter ended March 30, below the average estimate compiled by Bloomberg.- Snapchat (SNAP) slipped as much as 14% in early trading after signaling a massive headwind warning when it comes to ad sales. Snap beat analysts' estimates for first-quarter revenue but declined to issue a sales forecast for the current period due to macroeconomic "headwinds" affecting its advertising business.- Microsoft (MSFT) is virtually unchanged as it oscillates between positive and negative territory this morning ahead of its key earnings release later today.See omnystudio.com/listener for privacy information.