Episodit
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On this episode of Stock Movers:
- Tesla (TSLA) shares fell on Friday after starting the week on the upswing. One of Wall Street’s most bearish Tesla analysts further reduced estimates for the company’s earnings, citing the magnitude of car-buyer backlash against Elon Musk. Tesla’s first-quarter vehicle deliveries were far below even JPMorgan Chase & Co. analyst Ryan Brinkman’s pessimistic estimate, “confirming the unprecedented brand damage we had earlier feared,” he said in a report Friday. The EV maker also saw a key executive leave. David Lau, Tesla's vice president of software engineering, has told people at the company that he is stepping down, according to people familiar with the matter. Lau, one of the few executives to promote the automaker’s products alongside Elon Musk, has been at Tesla for almost 13 years and has held the vice president title since 2017. His team is responsible for the software in Tesla’s vehicles — overseeing infotainment and information security to over-the-air software updates — as well as cloud services and manufacturing systems.
- Shares in companies that have large manufacturing operations in Vietnam, including Nike (NKE) and Lululemon Athletica (LULU) soared Friday after President Donald Trump said Vietnam was willing to eliminate tariffs to avoid new US levies. Nike shares erased an earlier loss to gain 3%. Apparel and shoemakers’ shares tumbled Thursday after the president unveiled a 46% levy on the Southeast Asian nation, where several had shifted manufacturing in recent years after Trump hit China with tariffs during his first term.
- Shares of big US banks plummeted, notching their biggest two-day drop since March 2020, after China escalated its trade war with the US.Some of Wall Street’s top lenders, Morgan Stanley (MS), Goldman Sachs (GS) and Citigroup (C) all closed more than 7% lower after China retaliated against President Donald Trump’s tariffs with a 34% levy on US goods. The KBW Bank Index tallied a roughly 16% drop over Thursday and Friday, the gauge’s worst two-session plunge since the start of the Covid-19 pandemic. Shares of JPMorgan Chase (JPM), which traded ex-dividend on Friday, erased some $51 billion from its market capitalization. Regional lenders also took a hit with the KBW Regional Banking Index slumping 3.7%, to close at the lowest level since July 9.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Shares of Nike surged after President Trump said Vietnam was willing to eliminate tariffs to avoid new US levies. The news reversed earlier losses for Nike, which had fallen after Trump unveiled a 46% levy on Vietnam, where several had shifted manufacturing in recent years.
- Tesla and Nvidia are leading the Magnificent Seven stock losses on Friday after China escalated a trade war by retaliating against new US tariffs with levies on all American imports. Nvidia fell -4.2% while Tesla slumped Tesla -5.7%See omnystudio.com/listener for privacy information.
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Puuttuva jakso?
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On this episode of Stock Movers:
-Tesla (TSLA) shares drop. Tesla's first-quarter vehicle deliveries were far below estimates, confirming "unprecedented brand damage" due to car-buyer backlash against Elon Musk. Tesla's sales plummeted 62% last quarter in Germany, and its stock has slumped since hitting a record high on December 17.
-Nvidia (NVDA) shares slump after Thursday’s slump wiped $1.4 trillion in market capitalisation from the Nasdaq 100 Stock Index. Companies like Apple, Nvidia, and Broadcom are particularly affected, as they source hardware components and assembly labor from southeast Asia and will have to either hike prices or absorb costs and watch profits dwindle.
-Wayfair (W US) shares slide after Citi downgraded the online furniture retailer to neutral from buy. The broker said President Donald Trump’s tariff announcement “created significant exposure” to the supplier base of Wayfair, and sees eBay as better positioned.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
-Apple (AAPL) shares plunge. Apple is finding itself squarely in the crosshairs of President Donald Trump’s new tariffs, even after a yearslong effort to insulate the iPhone maker from trade wars and supply chain disruptions.A long list of levies unveiled by the White House are poised to hit the company especially hard, triggering its worst stock rout in five years.
-Nike (NKE) shares fall. A tariff of 46% on goods from Vietnam is particularly painful for companies such as Nike, Adidas, and Lululemon, which produce significant amounts of merchandise in the country. Levies of 49% on Cambodia and more than 30% on Indonesia and Thailand are also problematic.
-Stellantis (STLA US) shares fall. Stellantis facilities are linked to halted production across its Canada and Mexico supply chain. The results of Donald Trump’s initial country and sector tariffs are also an early warning since global levies followed.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Apple (APPL) shares dipped after the company lost over $300 billion yesterday, second largest drop in market cap for any company ever. The drop comes as the company has moved its supply chain away from China but to countries that face high tariffs.
- Nike (NKE) is continuing its slide as shoe and garment makers extended their selloff as they face tariffs on their Asian-made products. Apparel and footwear companies that shifted manufacturing from China to avoid tariffs are now being targeted by Trump's tariffs on Vietnam, Cambodia, Indonesia, and Thailand.
- Wayfair (W) shares are sliding 11% in premarket trading putting the stock on track to extend declines after Citi downgraded the online furniture retailer to neutral from buy. Analyst Ygal Arounian said President Donald Trump’s tariff announcement “created significant exposure” to the supplier base of Wayfair, and sees eBay as better positioned.
- Stellantis (STLA) shares are lower after about 6,000 workers in Canada were idled by day 1 of US tariffs. It comes along with reports of 900 US jobs cuts and Fitch downgrading the company's debt from BBB+ to BBB.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Alibaba (BABA) shares are down after China announced retaliatory 34% tariffs on US goods. Beijing will impose a 34% tariff on all imports from the US starting April 10, according to the official Xinhua News Agency. Chinese authorities said they will start a probe into medical CT X-ray tubes imported from the US and India, and halt imports of poultry products from two American companies.
- Apple (APPL) shares dipped after the company lost over $300 billion yesterday, second largest drop in market cap for any company ever. The drop comes as the company has moved its supply chain away from China but to countries that face high tariffs.
- Stellantis (STLA) shares are lower after about 6,000 workers in Canada were idled by day 1 of US tariffs. It comes along with reports of 900 US jobs cuts and Fitch downgrading the company's debt from BBB+ to BBB.
- Nordstrom (JWN) is lower this morning after Citi downgraded the stock from hold to sell. The stock was shielded from a bigger fall yesterday because there's a pending deal from the Nordstrom family and Mexican retailer Liverpool to take the company over at $24.25. Citi sees little upside, but a larger chance of the deal falling apart.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Banks is the worst-performing sector in Europe for a second day as the global equity rout continued on fears economic growth will be hit by US tariffs. The Stoxx 600 Banks Index sinks 4% as of 9:27 a.m. CET, extending weekly declines to 10%, the steepest drop since March 2023 The sector is still up 12% YTD. Deutsche Bank, Banco De Sabadell are down more than 5%
- KKR has walked away from a private equity consortium discussing a takeover of Gerresheimer AG, the German maker of packaging for drugs and cosmetics, people familiar with the matter said. The buyout firm had teamed up with Warburg Pincus to pursue a deal for Gerresheimer, Bloomberg News reported in March. Warburg Pincus is still working to see if it can reach a deal, according to the people, who asked not to be identified discussing confidential information.
- Danone shares rise as much as 2.7% to hit their highest level in over five years after analysts at Morgan Stanley said they now prefer the stock over Nestle, arguing the French food company is trading at an “unwarranted” discount to its Swiss peer given its more attractive setup.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- European pharmaceutical stocks are in focus on Friday as US President Donald Trump suggested tariffs on the sector may be introduced soon. “The pharma is going to start coming in, I think, at a level that we haven’t really seen before. We are looking at pharma right now,” Trump said, while aboard Air Force One “We’ll be announcing that sometime in the near future. It’s under review right now,” Trump added
-Banks is the worst-performing sector in Europe for a second day as the global equity rout continued on fears economic growth will be hit by US tariffs. The Stoxx 600 Banks Index sinks 4% as of 9:27 a.m. CET, extending weekly declines to 10%, the steepest drop since March 2023 The sector is still up 12% YTD. Deutsche Bank, Banco De Sabadell are down more than 5%
- BP Chairman Helge Lund plans to step down as the struggling oil major pivots away from the net zero strategy he championed amid pressure from Elliott Investment Management. Lund was widely seen to be in a vulnerable position since Bloomberg reported that Elliott had built up a 5% stake in BP with the intention of pushing for change. The pressure only increased after Chief Executive Officer Murray Auchincloss’s strategy “reset” fell short of what the activist investor had wanted.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Apple (APPL) shares fell as the iPhone maker is finding itself squarely in the crosshairs of President Donald Trump’s new tariffs, even after a years long effort to insulate the iPhone maker from trade wars and supply chain disruptions. A long list of levies unveiled by the White House are poised to hit the company especially hard, triggering its worst stock rout in five years. The new tariffs will reach 34% for China. That would bring the total rate on Chinese goods to 54%, threatening to roil an Apple supply chain that still has the Asian country at its heart.
- Phillip Morris (PM) stock hit a record high as investors look for places to hide after President Donald Trump’s new wave of tariffs sent global markets lower.
- RH (RH) shares tumbled on Thursday after the luxury home furnishing company’s annual revenue growth forecast trailed Wall Street expectations. Its fourth-quarter sales and profit also missed the average estimates. Analysts note that new round of tariffs add “significantly more uncertainty,” with BofA and Citi downgrading the stock.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Apple (AAPL) shares are down as the iPhone maker is finding itself squarely in the crosshairs of President Donald Trump’s new tariffs, even after a years long effort to insulate the iPhone maker from trade wars and supply chain disruptions. A long list of levies unveiled by the White House are poised to hit the company especially hard, triggering a stock rout. The new reciprocal tariffs — a tax on imported goods in response to existing tariffs — will reach 34% for China. That would bring the total rate on Chinese goods to 54%, threatening to roil an Apple supply chain that still has the Asian country at its heart.
- RH (RH) shares tumbled on a record decline, after the luxury home furnishing company’s annual revenue growth forecast trailed Wall Street expectations. Its fourth-quarter sales and profit also missed the average estimates. Analysts note that new round of tariffs add “significantly more uncertainty,” with BofA and Citi downgrading the stock.
- Lamb Weston Holdings (LW) rose after the french-fry supplier posted fiscal 3Q results that topped estimates and as management hired a consulting firm to look for cost savings.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Apple (AAPL) stock is slumping after investors learned President Trump's tariffs will hit the company's supply chain and manufacturing centers in China, India, Vietnam, Malaysia, Thailand, and Ireland. The new tariffs will likely squeeze Apple's margins and may lead to price hikes, which could be challenging given shaky consumer sentiment.
- Nvidia (NVDA) is down with the chipmakers in response to President Trump's tariffs, and is also lower after HSBC downgraded Nvidia from Buy to Hold.
- Tesla (TSLA) shares are down following the tariff announcement, following the stocks of chipmakers.. Electric vehicles require a lot of chips for production, the supply chain of which could be upended by tariffs. The leading U.S. maker of electric vehicles closed up 5.3% on Wednesday following a Politico report that said Tesla CEO Elon Musk plans to step away from his government role in the coming weeks.
- Eli Lilly (LLY) is sinking along with the other pharmaceuticals as sectoral tariffs are expected to be announced as well.See omnystudio.com/listener for privacy information.
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-Apple shares (AAPL) fall. Apple is being heavily impacted by President Trump's new tariffs, which will affect its supply chain and manufacturing centers in China, India, Vietnam, Malaysia, Thailand, and Ireland. The new reciprocal tariffs — a tax on imported goods in response to existing tariffs — will reach 34% for China.
-Nike (NKE) shares drop. The world’s largest footwear and apparel companies are facing a shock to their supply chains after President Donald Trump announced new tariffs on Vietnam and other critical production hubs. Nike Inc. and Adidas AG made big bets on Vietnam over the last decade. Today, about half of all Nike shoes and 39% of Adidas shoes are made in the country.
- General Motors (GM) shares fall after President Donald Trump’s 25% tariff on US auto imports took effect on Thursday in a move expected to dramatically increase costs and upend industry supply chains.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Apple (AAPL) stock is slumping after investors learned President Trump's tariffs will hit the company's supply chain and manufacturing centers in China, India, Vietnam, Malaysia, Thailand, and Ireland. The new tariffs will likely squeeze Apple's margins and may lead to price hikes, which could be challenging given shaky consumer sentiment.
- Nvidia (NVDA) is down with the chipmakers in response to President Trump's tariffs, and is also lower after HSBC downgraded Nvidia from Buy to Hold.
- Tesla (TSLA) shares are down following the tariff announcement, following the stocks of chipmakers.. Electric vehicles require a lot of chips for production, the supply chain of which could be upended by tariffs. The leading U.S. maker of electric vehicles closed up 5.3% on Wednesday following a Politico report that said Tesla CEO Elon Musk plans to step away from his government role in the coming weeks.
- Eli Lilly (LLY) is sinking along with the other pharmaceuticals as sectoral tariffs are expected to be announced as well.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Lululemon (LULU) shares are lower as President Trump's global tariffs weigh on crucial retail production countries including Vietnam and Indonesia. 40% of Lululemon's good are produced in Vietnam, which was hit with a 46% reciprocal tariff as part of President Trump's tariff plan.
- Apple (AAPL) stock is slumping after investors learned President Trump's tariffs will hit the company's supply chain and manufacturing centers in China, India, Vietnam, Malaysia, Thailand, and Ireland. The new tariffs will likely squeeze Apple's margins and may lead to price hikes, which could be challenging given shaky consumer sentiment.
- Tesla (TSLA) shares are down following the tariff announcement, following the stocks of chipmakers.. Electric vehicles require a lot of chips for production, the supply chain of which could be upended by tariffs. The leading U.S. maker of electric vehicles closed up 5.3% on Wednesday following a Politico report that said Tesla CEO Elon Musk plans to step away from his government role in the coming weeks.
- Eli Lilly (LLY) is sinking along with the other pharmaceuticals as sectoral tariffs are expected to be announced as well.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- The Stoxx Europe 600 opened 1.8% lower with cyclical sectors leading declines. Miners, banks, industrials and consumers are falling 2.5% or more. There are concerns for Pandora’s manufacturing base of Thailand which Trump hit with a 36% tariff. Defensive sectors such as utilities, food and beverages, real estate, health care and personal care are in the green.
- Logitech shares sink as much as 12%, the most in over a year, hit by escalating trade tensions from the US. The computer peripherals firm is seen more sensitive to higher tariffs as it generates bulk of sales from the US and owns production facilities in China.
- Morgan Stanley analyst Sarah Simon sees AB Inbev as a potential beneficiary of these tariffs, given that the additional charges will likely render imported beer more expensive for the consumer. That could prompt market share loss for imported beers/improved market share for ABI in the US.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- The Stoxx Europe 600 opened 1.8% lower with cyclical sectors leading declines. Miners, banks, industrials and consumers are falling 2.5% or more.
- There are concerns for Pandora’s manufacturing base of Thailand which Trump hit with a 36% tariff. Defensive sectors such as utilities, food and beverages, real estate, health care and personal care are in the green.
- Container ships and car carriers are the vessels that’ll be hurt the most from the Trump administration’s wide-ranging tariffs on exporters to the US, Fearnley Securities AS analysts wrote in a note. A tariff of 54% on Chinese exports and substantial ones for other Asian exporters will impact flows to the US and is a “clear negative” for container volumes, Fredrik Dybwad and Nils Thommesen saidSee omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Amazon (AMZN) shares rose on the news that it submitted a bit to the White House to buy social video app TikTok from its Chinese owners. The company sent its proposal in a letter to Vice President JD Vance, who’s heading efforts to help facilitate a sale of the US operations of the video platform ahead of a deadline later this week, and Commerce Secretary Howard Lutnick, according to people familiar with the matter. But the bid, reported earlier by the New York Times, is not being considered seriously by the administration, according to the person, who discussed the sale process on the condition of anonymity. The company declined to comment.
- Tesla (TSLA) investors shrugged off the company’s worst vehicle sales since 2022 and bid up its shares on hopes that Elon Musk will step back from his work for the Trump administration. While the billionaire has yet to make an announcement about his plans, a report by Politico Wednesday suggested his time as a top adviser to Donald Trump may end soon. The president has told his inner circle recently that the Tesla chief executive officer will return to his businesses in the coming weeks, according to the news outlet, which cited unidentified Trump insiders.
- Newsmax (NMAX) shares shed more than three-quarters of their value on Wednesday after a raucous two-day surge fueled in part by retail traders briefly made it larger than Fox Corp. The stock slumped 77%, wiping out $23 billion in market value, after a 2,230% surge in Newsmax’s first two days as a public company. Retail investors were less vocal about the stock in trader chatrooms compared to prior days, with buy orders on Fidelity’s platform more muted compared to those for larger companies.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Tesla (TSLA) investors shrugged off the company’s worst vehicle sales since 2022 and bid up its shares on hopes that Elon Musk will step back from his work for the Trump administration. While the billionaire has yet to make an announcement about his plans, a report by Politico Wednesday suggested his time as a top adviser to Donald Trump may end soon. The president has told his inner circle recently that the Tesla chief executive officer will return to his businesses in the coming weeks, according to the news outlet, which cited unidentified Trump insiders. Tesla shares jumped following the report.
- Newsmax (NMAX) shares were cut in half on Wednesday after a raucous two-day surge fueled in part by retail traders briefly made it larger than Fox Corp. The stock slumped as much as 50%, wiping out $15 billion in market value, after a 2,230% surge in Newsmax’s first two days as a public company. Retail investors were less vocal about the stock in trader chatrooms compared to prior days, with buy orders on Fidelity’s platform more muted compared to those for larger companies.
- Amazon (AMZN) shares rose after the NYT reported that the e-commerce giant made a last-minute offer to buy TikTok in the US. The company sent its proposal in a letter to Vice President JD Vance, who’s heading efforts to help facilitate a sale of the US operations of the video platform ahead of a deadline later this week, and to Commerce Secretary Howard Lutnick.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Tesla's (TSLA) vehicle sales fell 13% last quarter to 336,681, its worst showing since the second quarter of 2022, due to factory retooling and international backlash against Elon Musk. Tesla Inc.’s deliveries from its Shanghai factory fell for the sixth straight month, extending a global sales decline as the brand continues to lose share in China’s ultra-competitive electric-vehicle market.
- Newsmax (NMAX) shares drop as the conservative media outlet pauses its blistering IPO rally which saw shares surge 2,230% since its debut this week. Newsmax's stock surge is reminiscent of the meme stock craze in 2020 and 2021, with investors piling into stocks to power eye-popping gains, despite concerns about the company's fundamental value and ongoing litigation.
- Roblox (RBLX) shares rise as the company is introducing new tools to help parents control their children's interactions with strangers on the platform, including limiting who they can interact with and viewing/restricting game play.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Tesla's (TSLA) vehicle sales fell 13% last quarter to 336,681, its worst showing since the second quarter of 2022, due to factory retooling and international backlash against Elon Musk. Tesla Inc.’s deliveries from its Shanghai factory fell for the sixth straight month, extending a global sales decline as the brand continues to lose share in China’s ultra-competitive electric-vehicle market.
- nCino (NCNO) shares slide after the software company gave a weaker-than-expected outlook, prompting multiple downgrades. The stock touched an all-time low, shares seeing biggest intraday drop on record
- Newsmax (NMAX) shares drop as the conservative media outlet pauses its blistering IPO rally which saw shares surge 2,230% since its debut this week. Newsmax's stock surge is reminiscent of the meme stock craze in 2020 and 2021, with investors piling into stocks to power eye-popping gains, despite concerns about the company's fundamental value and ongoing litigation.See omnystudio.com/listener for privacy information.
- Näytä enemmän
