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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Chip Stocks to the Upside; Arm Declines; Krispy Kreme Tumbles Thursday, May 8, 2025

On this episode of Stock Movers:- Nvidia (NVDA) is leading chip stocks higher after Bloomberg reported the Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort to revise semiconductor trade restrictions, citing people familiar with the matter.- Arm Holdings (ARM) is out of line with other chip stocks this morning as it trends lower after posting revenue forecast for the current quarter is $1 billion to $1.1 billion, lower than Wall Street's estimates. The company blames the conservative forecast on the timing of new agreements with customers and has decided not to provide an annual target due to uncertainty.- Cleveland Cliffs (CLS) is sinking this morning after posting a wider-than-expected loss for the first quarter after the closing bell on Wednesday. The company also said it expects full-year 2025 steel unit cost reductions of approximately $50 per net ton compared to the prior year.- Krispy Kreme (DNUT) is the biggest downside mover in the premarket session as it announced it will no longer pay quarterly cash dividends to focus on growth and pay down debt. Krispy Kreme reported below-consensus quarterly sales and expects second-quarter net revenue of $370 million to $385 million, below analysts' estimates and is pausing the expansion of its partnership with McDonald's and withdrawing its 2025 profit guidance due to macroeconomic weakness and uncertainty.See omnystudio.com/listener for privacy information.

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AB InBev Boosts Sales, Maersk Cuts Outlook, Next Uplift Thursday, May 8, 2025

On this episode of Stock Movers:- AB InBev offset a fall in volumes with higher profits by cutting costs and driving consumers to drink more of its premium beer. - Maersk the Danish container giant, lowered its forecast for the global transport market rattled by Donald Trump’s trade war.- Next shares rose to a record after the retailer raised its guidance for the second time this year, as UK shoppers spent more than expected and a rival’s operations were disrupted by a cyber attack.See omnystudio.com/listener for privacy information.

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Alphabet Falls, Uber Misses, Walt Disney Shares Surge Wednesday, May 7, 2025

On this episode of Stock Movers:- Alphabet (GOOG) sunk on the news that Apple is “actively looking at” revamping the Safari web browser on its devices to focus on AI-powered search engines, a seismic shift for the industry hastened by the potential end of a longtime partnership with Google. Eddy Cue, Apple’s senior vice president of services, made the disclosure Wednesday during his testimony in the US Justice Department’s lawsuit against Alphabet. The heart of the dispute is the two companies’ estimated $20 billion-a-year deal that makes Google the default offering for queries in Apple’s browser. The case could force the tech giants to unwind the pact, upending how the iPhone and other devices have long operated.- Uber (UBER) shares are down after they reported weaker-than-expected quarterly gross bookings, citing lower US inbound travel that’s led to slower gains in its rideshare business. Gross bookings, which include ride hails, delivery orders and driver and merchant earnings, but not tips, were $42.8 billion in the first three months of 2025, Uber said in a statement Wednesday. Analysts projected $43.1 billion, according to Bloomberg-compiled data. Revenue also landed below expectations at $11.5 billion, as did operating income.- Walt Disney (DIS) shares are up after the company reported fiscal second-quarter results that beat Wall Street estimates and raised its outlook for the full year, citing strong performances from theme parks and streaming TV. The shares jumped as much as 12% in New York. Full-year 2025 earnings, excluding certain items, will rise 16% to $5.75 a share, Disney said Wednesday in a statement, about double its previous forecast for growth. Analysts were looking for $5.44 a share.See omnystudio.com/listener for privacy information.

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WeightWatchers Falls, Charles River Rallies, Walt Disney Jumps on Profit Forecast Wednesday, May 7, 2025

On this episode of Stock Movers:- WeightWatchers (WW) shares fall after the company announced it has filed for bankruptcy to reduce its debt by $1.15 billion through a lender-backed plan, which is expected to be completed in 45 days. The company has struggled to compete with weight-loss drugs like Ozempic and has been burdened by annual interest expenses of over $100 million, limiting its ability to invest in growth initiatives and marketing.- Charles River (CRL) shares rally after the drug development contractor boosted its adjusted earnings per share forecast for the full year, following better-than-expected first-quarter results. Separately, the company also said it is in a cooperation pact with activist Elliott Investment Management where Elliott has agreed to “customary standstill, voting, confidentiality, and other provisions”- Walt Disney (DIS) shares jump after the company reported fiscal second-quarter results that beat Wall Street estimates and raised its outlook for the full year. It cited strong performances from theme parks and streaming TV.See omnystudio.com/listener for privacy information.

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Disney's Earnings Beat; Uber in Decline; AMD Pops Wednesday, May 7, 2025

On this episode of Stock Movers:- Disney (DIS) shares popped in the premarket after raising its profit outlook for the year. The California-based entertainment giant forecast adjusted earnings per share for the full year that beat the the average analyst estimate. It is also citing strong performances from theme parks and streaming TV.- Uber (UBER) is in decline this morning after it reported weaker-than-expected quarterly gross bookings of $42.8 billion, below analysts' projection of $43.1 billion, due to a slowdown in its rideshare business. Despite the miss, Uber's income was a bright spot, with diluted earnings exceeding analyst estimates, and the company forecast strong bookings and adjusted earnings for the current period- Advanced Micro Devices (AMD) shares are higher in premarket trading after the chipmaker reported first-quarter results that beat expectations but gave an outlook that analysts see as mixed. The company also said it sees an annual hit of $1.5 billion due to China export controls.- Super Micro Computer (SMCI) is plunging this morning after giving a weak sales forecast. The beleaguered chipmaker cut its net sales guidance for the full year, missing the average analyst estimate. Analysts note that delayed customer purchases are weighing on the company’s forecast.See omnystudio.com/listener for privacy information.

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Disney's Profit Forecast; Uber's Miss; Super Micro Computer Plunges Wednesday, May 7, 2025

On this episode of Stock Movers:- Disney (DIS) shares popped in the premarket after raising its profit outlook for the year. The California-based entertainment giant forecast adjusted earnings per share for the full year that beat the the average analyst estimate. It is also citing strong performances from theme parks and streaming TV.- Uber (UBER) is in decline this morning after it reported weaker-than-expected quarterly gross bookings of $42.8 billion, below analysts' projection of $43.1 billion, due to a slowdown in its rideshare business. Despite the miss, Uber's income was a bright spot, with diluted earnings exceeding analyst estimates, and the company forecast strong bookings and adjusted earnings for the current period- Super Micro Computer (SMCI) is plunging this morning after giving a weak sales forecast. The beleaguered chipmaker cut its net sales guidance for the full year, missing the average analyst estimate. Analysts note that delayed customer purchases are weighing on the company’s forecast.- Marvell Technologies (MRVL) is following fellow tech company SMCI lower this morning after the semiconductor device company narrowed its first quarter 2026 guidance range and postponed its investor day citing an uncertain macro environment.See omnystudio.com/listener for privacy information.

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Novo Nordisk Gains, Maersk Slumps, BMW's EV Upside Wednesday, May 7, 2025

On this episode of Stock Movers: - Novo Nordisk shares gained on expectations that competition for its blockbuster obesity shot Wegovy will subside later this year. - BMW’s earnings declined less than expected in the first quarter as electric vehicle sales in Europe helped buoy the German carmaker amid slumping demand in China and the threat of US tariffs. - Maersk and other European sea-freight stocks decline on the prospect of lower shipping rates after President Donald Trump said the US would stop its bombing campaign against Houthis in Yemen.See omnystudio.com/listener for privacy information.

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Palantir Slides, Hims Rises, Constellation Jumps on Nuclear Deal Plans Tuesday, May 6, 2025

On this episode of Stock Movers: - Palantir Technologies (PLTR) shares slid by the most in nearly a year after its financial results and projections failed to live up to investors’ lofty expectations. The company described rising demand for artificial intelligence software as a “ravenous whirlwind” and bumped its 2025 revenue forecast on Monday to about $3.9 billion from about $3.75 billion. But even a solid earnings results beat and the raised outlook wasn’t enough to justify the stock’s high valuation and extend its massive year-to-date gain. Palantir’s shares tanked by as much as 14.9% to $105.32, the lowest intraday price since May 7, 2024. The stock was still up 41% for the year. - Hims & Hers Health Inc. (HIMS) reiterated its 2025 revenue forecast after posting better-than-expected sales for the first quarter, raising questions about the future as it shifts from making copycat weight-loss drugs to selling discounted versions of Novo Nordisk A/S’s blockbuster Wegovy. Hims’ business got a boost when branded weight-loss drugs were in short supply and a regulatory loophole allowed it to sell less expensive compounded versions of drugs like semaglutide, a chemical name for Wegovy. Those shortages have since resolved and now the telehealth company is finding a new lane by also selling branded drugs at a discount. - Constellation Energy (CEG) surged after it said it is on the verge of signing long-term deals to provide nuclear energy that could meet unrelenting demand to run data centers and factories. Shares climbed 12% as Chief Executive Officer Joe Dominguez said on an earnings call that the agreements bolster the case for Constellation’s pending $16.4 billion deal for Calpine, which would give Constellation the largest fleet of US power stations. Power consumption in the US is expected to grow almost 16% over the next five years, driven by data centers running artificial intelligence operations, as well as the electrification of homes and cars and a shift away from fossil fuels in manufacturing. That’s created new life for old nuclear plants, with a deal to reopen Three Mile Island as the most high-profile example.See omnystudio.com/listener for privacy information.

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Palantir Slides, Vertex Pharmaceuticals Surges, DoorDash Lower Despite Earnings Beat Tuesday, May 6, 2025

On this episode of Stock Movers:- Palantir (PLTR) shares slide by the most in nearly a year after its financial results and projections failed to live up to investors’ lofty expectations. The company described rising demand for artificial intelligence software as a “ravenous whirlwind” and bumped its 2025 revenue forecast on Monday to about $3.9 billion from about $3.75 billion. - Vertex Pharmaceuticals (VRTX) shares fall after the company reported adjusted earnings per share for the first quarter that missed expectations. Analysts are mixed about the launch of the non-opioid pain medication Journavx and Alyftrek, a triple modulator for cystic fibrosis- DoorDash (DASH) drops after announcing two multibillion-dollar acquisitions: London-based delivery company Deliveroo Plc for £2.9 billion and hospitality tech company SevenRooms Inc. for $1.2 billion. Alongside the deals, DoorDash also issued a strong orders outlook for the current quarter and posted better-than-expected gross order value for the first three months of the year in a statement on Tuesday.See omnystudio.com/listener for privacy information.

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Palantir Technologies Falls, Constellation Energy Drops, Ford Slips After Pulling Guidance Tuesday, May 6, 2025

On this episode of Stock Movers:- Palantir Technologies (PLTR) shares fall after the data-analysis software company posted financial results failed to meet investors’ expectations. - Ford (F) shares slip as the automaker suspended its full-year financial guidance and said President Trump’s tariffs will take a toll on profit, joining rivals stung by volatile global trade policies. - Constellation Energy (CEG) shares drop after the power producer reported adjusted profit and Ebitda for the first quarter that fell short of expectations.See omnystudio.com/listener for privacy information.

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Ford Tariff Scare; DoorDash's Acquisition; Palantir Sinks Tuesday, May 6, 2025

On this episode of Stock Movers:- Palantir Technologies (PLTR) is sinking this morning after its financial results failed to meet investors' expectations. The company bumped its 2025 revenue forecast to about $3.9 billion, representing growth of 36% from last year. Still, Palantir's revenue for the quarter jumped 39% to $884 million, exceeding analysts' average estimate of $863 million.- Ford Motor Co. (F) shares are on the decline after it suspended its full-year financial guidance due to President Donald Trump's auto tariffs, which will reduce 2025 adjusted earnings before interest and taxes by about $1.5 billion on a net basis this year. Ford cited seven factors in withdrawing its earlier forecast, including potential "industrywide supply chain disruption" tied to Trump's duties and the risk that levies may increase in the future.- DoorDash (DASH) shares are lower as it agreed to acquire its rival in the UK, Deliveroo, for $3.9 billion in cash. It expands the delivery service's scope across Europe, Asia and the Middle East.See omnystudio.com/listener for privacy information.

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Palantir's Miss; Ford Pulls Guidance; DoorDash's Key Acquisition Tuesday, May 6, 2025

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DoorDash's Deliveroo Offer, Hugo Boss Gains, BP Rises On Shell Interest Tuesday, May 6, 2025

On this episode of Stock Movers:- DoorDash has agreed to buy UK-based food-delivery platform Deliveroo Plc for an equity value of about £2.9 billion ($3.9 billion), as the US company pushes into more overseas markets. - Hugo Boss’s shares rise as much as 10% after the suit maker’s earnings beat estimates, which analysts said was a relief, especially against a tough backdrop. Brokers noted that the update implied trading improved in March, while discipline around operating costs was also helpful.- Shell is working with advisers to evaluate a potential acquisition of BP, though it’s waiting for further stock and oil price declines before deciding whether to pursue a bid, according to people familiar with the matter.See omnystudio.com/listener for privacy information.

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Netflix, Disney Shares Slip on Tariff Plans, Berkshire Slumps on Buffett Succession Monday, May 5, 2025

On this episode of Stock Movers:- Film and media companies like Netflix (NFLX) and Disney (DIS) saw shares falling on Monday after President Donald Trump announced that he plans to impose a 100% tariff on films produced overseas. In post on Truth Social, the American leader said he was directing the Commerce Department and his trade representative to “immediately begin the process of instituting” the levy on foreign movies. “WE WANT MOVIES MADE IN AMERICA, AGAIN!” Trump continued. The president also positioned foreign productions as a national security threat, saying other nations were using films for messaging and propaganda.- Berkshire Hathaway (BRK.B) shares sunk as much as 6.4% in trading on Monday following the news that Warren Buffett will leave his post as CEO at the end of the year during his 60th shareholder meeting on Saturday. Buffett, the 94-year-old architect and face of Berkshire Hathaway Inc., announced that the gathering would be his last as head of the company he built from humble beginnings into one of the world’s most valuable enterprises. A few feet away, Greg Abel, the energy executive long seen as Omaha’s crown prince, wasn’t even aware his time had come.- Pet food maker Freshpet (FRPT) initially fell after it announced it was cutting its net sales guidance for the full year, citing uncertainty. Shares recovered later in trading.See omnystudio.com/listener for privacy information.

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Netflix Falls, Tyson Foods Drops, Peabody Energy Lower After Mine Fire Threatens Anglo Deal Monday, May 5, 2025

On this episode of Stock Movers:- Netflix (NFLX) Shares fall along with other media and entertainment companies after President Donald Trump announced that he is planning a 100% tariff on films produced overseas. Analysts see risks associated with the news, though they added that there are few details.- Tyson Foods (TSN) shares drop after the company said earnings jumped more than expected as increased profits from chicken sales outweighed another quarter of losses at the company’s beef business. - Peabody Energy (BTU) shares drop after the company said it's considering terminating a $3.78 billion deal to acquire Anglo American Plc's steelmaking coal assets due to a fire at an Anglo mine in Australia.See omnystudio.com/listener for privacy information.

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Berkshire Post-Buffett; Film Tariffs; Tyson Chicken Boom Monday, May 5, 2025

On this episode of Stock Movers:- Netflix (NFLX) shares are lower after President Trump announced plans to impose a 100% tariff on films produced overseas, extending his restrictive trade policies to the entertainment sector. The announcement has raised questions about how the tariff would work, with many films involving global production and post-production work done in various countries.- Disney (DIS) shares sank this morning ahead of a key earnings report. The stock's also following Netflix and other companies exposed to movie production due to President Trump's tariff announcement on foreign films production.- Berkshire Hathaway (BRK-B) fell in premarket trading after Warren Buffett announced he will be stepping down as CEO of Berkshire Hathaway at year-end, with Greg Abel set to take over upon board approval. Bloomberg Intelligence analysts Matthew Palazola and Eric Bedell expect Abel to maintain Berkshire’s ethos, and say that he may also bring a fresher approach to capital management.- Tyson Foods (TSN) is lower this morning even though earnings jumped more than expected as increased profits from chicken sales outweighed another quarter of losses at the company’s beef business. Tyson has heavily relied on elevated chicken profits to alleviate the cost impact of a severe cattle shortage on its earnings, but the chicken boom could be waning.See omnystudio.com/listener for privacy information.

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Berkshire Sinks on Buffett; Netflix and Film Tariffs; Nvidia Taiwan Exposure Monday, May 5, 2025

On this episode of Stock Movers:- Berkshire Hathaway (BRK-B) fell in premarket trading after Warren Buffett announced he will be stepping down as CEO of Berkshire Hathaway at year-end, with Greg Abel set to take over upon board approval. Bloomberg Intelligence analysts Matthew Palazola and Eric Bedell expect Abel to maintain Berkshire’s ethos, and say that he may also bring a fresher approach to capital management.- Netflix (NFLX) shares are lower after President Trump announced plans to impose a 100% tariff on films produced overseas, extending his restrictive trade policies to the entertainment sector. The announcement has raised questions about how the tariff would work, with many films involving global production and post-production work done in various countries.- Disney (DIS) shares sank this morning ahead of a key earnings report. The stock's also following Netflix and other companies exposed to movie production due to President Trump's tariff announcement on foreign films production.- Nvidia (NVDA) is also on the downswing this morning due to exposure to the Taiwanese dollar, which surged as much as 5% on Monday, the biggest intraday gain in over three decades, on speculation exporters are rushing to convert their holdings of US dollars to the island's currency.See omnystudio.com/listener for privacy information.

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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.