Episodit
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On this episode of Stock Movers:
- ProShares UltraPro QQQ fund (TQQQ) had its best rally in the most recent session, the largest inflow in its 15-year history. TQQQ uses derivatives to deliver three times the daily performance of the Nasdaq 100. Traders have been steadily adding to the ETF all year. Altogether, the fund has taken in more than $3 billion despite a 15% year-to-date drop for the Nasdaq 100 and an even greater drubbing for TQQQ itself.
- Walmart (WMT) and other retail stocks soared after President Donald Trump said he’ll pause higher tariffs for 90 days for dozens of nations that haven’t imposed retaliatory measures on the US. Walmart executives are confident that the world’s largest retailer will reach its financial targets this year, despite tariff turbulence that’s sparking uncertainty in the world economy. On Wednesday, Walmart said that it still sees net sales growing 3% to 4% this year. That forecast accounts for tariffs, unlike its previous outlook from February.
- United States Steel (X) shares tumbled as much as 16% in post-market trading after President Donald Trump said he does not want to see the steelmaker owned by a Japanese company. Trump, speaking from the Oval Office, pointed to the producer’s rising steel orders as evidence that it doesn’t need any investment right now. He also said he doesn’t want US Steel bought by “any other place,” apparently referring to other foreign buyers.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Eli Lilly (LLY) shares slump while large US and European drugmakers slide, underperforming amid a broad market slump, after President Donald Trump said the US was planning to announce “a major tariff on pharmaceuticals” soon.
- Walmart (WMT) shares fall as tariff-spooked shoppers begin pulling back on spending, Walmart Inc. is prepping for a worsening economy by using its massive footprint to keep prices low and hunt for ways to take market share.
- Ford Motor's (F) shares drop after top executive extended a show of support for Elon Musk after the Tesla Inc. leader went on a social media tirade targeting a key backer of President Donald Trump’s tariffs.In a post on X, Ford Chief Executive Officer Jim Farley said the carmaker’s top-selling F-150 pickup truck is designed, engineered, tested and manufactured “all within one square mile” in Dearborn, Michigan, the automaker’s longtime home.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Delta (DAL) shares are up despite withdrawing its full-year financial guidance due to uncertainty surrounding global trade, a stark sign of the turmoil rippling across corporate America from President Donald Trump’s tariffs. While Delta still anticipates a profit in 2025, it declined to reaffirm the forecast issued in January, when the carrier said annual adjusted earnings would surpass $7.35 a share.
- Peabody (BTU) shares climb as President Donald Trump signed executive orders to expand the mining and use of coal in the US. Separately, Peabody is reviewing a deal worth up to $3.78 billion to buy Anglo American’s steel-making coal business after a fire at an Australian mine.
- Cal-Maine (CALM) shares fall after the egg producer reported third-quarter earnings per share that missed consensus estimates. Additionally, the company said it received a civil investigative demand from the Department of Justice Antitrust Division into the causes behind the increase in egg prices nationwide.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Delta (DAL) shares are up despite the airliner pulling guidance this morning, citing stalled growth. The markets are buying the stock as the first quarter numbers are coming in line with expectations.
- AbbVie (ABBV) are lower as pharmaceutical stocks take a hit due to proposed tariffs by President Trump on the pharma industry. It is affecting stocks across the industry including overseas.
- Walmart (WMT) shares are higher as the company's CEO says it's looking at cost-cutting measures and keeping prices as low as it possibly can. The company still sees net sales growing 3% to 4% this year, according to a statement.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Shares of European drugmakers dropped to a two and a half-year low after US President Donald Trump said the US was planning to announce “a major tariff on pharmaceuticals” soon. AstraZeneca, Novo Nordisk, Roche, Novartis are all down.
- The Stoxx Europe 600 Index sank 2.3% at 9:02 a.m. in London, with every sector declining. One of the few bright spots was BAE Systems, one of less than 10 companies in the green.
- ITV shares drop as much as 8.3%, hitting their lowest level since November, after the UK broadcaster was downgraded to sell by UBS amid an expected decline in ad revenue and concern around streaming.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Enphase Energy (ENPH) shares dropped following a downgrade from Jeffrey's analyst Julian Duma and Smith, who raised concerns around the company's potential exposure to cuts in the Inflation Reduction Act. House Republicans are hoping for around $1.5 trillion in deficit reductions and the IRA could be a key area for tweaks. Companies like Enphase and First Solar could be most impacted.
- General Dynamics (GD) shares climbed as President Trump said the next defense budget may reach as much as $1 trillion. “We are very cost conscious but the military is something that we have to build and we have to be strong because you have a lot of bad forces out there now,” Trump said at the White House on Monday during a meeting with Israel’s Prime Minister Benjamin Netanyahu. Trump added his administration will approve a budget that will be “the biggest one we’ve ever done for the military.”
- Carnival Corp (CCL) shares are up as the company announced another $2 billion for two new cruise ships.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Broadcom (AVGO) shares are up, after the chipmaker authorized a new buyback program of up to $10 billion shares. Analysts see the move as a sign of confidence following recent tariff-related weakness.
- Humana (HUM) shares surged after the US government said they will pay private Medicare Advantage plans more money next year than it originally proposed in January. It is a major win for insurance companies that have faced increasing scrutiny in Washington. The shares of insurers surged on the decision, posting some of their biggest intraday gains since 2020.
- RPM International (RPM) shares dropped after the manufacturer of building supplies forecast flat 4Q sales and posted disappointing 3Q sales. The management of RPM said the company is not immune to President Trump's tariffs.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- UnitedHealth (UNH) shares rise after the US government said it will pay private Medicare Advantage plans more money next year than it originally proposed in January, a major win for insurance companies that haved increasing scrutiny in Washington.
- Humana (HUM) shares are up it was announced Medicare Advantage plans will see payments increase by an average of 5.06%, more than double the rate the government proposed in January.
-CVS (CVS) shares rally after the company said it expects its financial results to meet or exceed its previously issued guidance and named a new chief financial officer.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Nvidia (NVDA) leads the Magnificent Seven higher on Tuesday. Stocks climbed as Treasury Secretary Scott Bessent said there’s the potential for advantageous trade deals with major US trading partners.
- Humana (HUM) shares rise and are likely to break out of the range today. Health insurance stocks are up after the US government said it will increase payments to private Medicare Advantage plans by an average of 5.06% next year, more than double the originally proposed rate.
- Broadcom (AVGO) shares are up after the chipmaker authorized a new buyback program of up to $10 billion shares. Analysts see the move as a sign of confidence following recent tariff-related weakness.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Apple (APPL) are moving in the premarket following days of a downward trend, as employees from different Apple locations across the country said stores filled with customers over the weekend — with the shoppers expressing concerns that prices will climb dramatically after the levies are imposed. Most iPhones, Apple’s best-selling and most important product, are manufactured in China, which is in line for tariffs of 54%.
- Robinhood (HOOD) is on the move this morning after Morgan Stanley downgraded the stock to equal weight to overweight. In a tougher macro backdrop with greater need to hedge risks, the firm sees risks for retail dis-engagement to pressure trading revenue at Robinhood, leading it to cut EPS estimates.
- Tesla (TSLA) shares have climbed along with the market today. It comes as Joel Levington, Director of Credit Research for Bloomberg Intelligence, writes this morning that Elon Musk's pursuit of ambitious and high-risk bets such as the Cybertruck -- are now falling well short of sales goals even with aggressive lease discounts - and the elusive RoboTaxi are taking a toll on Tesla's fundamental performance at a critical juncture in the auto market.
- Walgreens (WBA) is rising after it reported quarterly profit that exceeded Wall Street’s expectations, marking a strong performance in what is likely one of its last quarters as a public company. It's welcome news for investors of the second-largest US pharmacy chain, who have been concerned about the ability of Walgreens to make enough money amid declining insurance payments for prescription drugs, and increased competition from online retailers and big box stores.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- CVS (CVS) is getting a boost this morning following the Trump administration's increased 2026 payments for Medicare Advantage plans by more than double what the market was expecting. It also removes the possibility of having to close Medicare Advantage plans, which has pushed stocks like CVS and United Health (UNH), as well as others in the healthcare sector, higher.
- Broadcom (AVGO) is higher this morning after its downward trend following US tariffs levied across Taiwan, Vietnam, China, and other countires. The shares jumped on its $10 billion share buyback this morning.
- Apple (APPL) shares are higher as traders learned it may be getting a boost as customers front run the tariffs. Employees from different Apple locations across the country said stores filled with customers over the weekend — with the shoppers expressing concerns that prices will climb dramatically after the levies are imposed. Most iPhones, Apple’s best-selling and most important product, are manufactured in China, which is in line for tariffs of 54%.
- Nike (NKE) is climbing this morning as traders may be looking to "buy the dip" after severe declines for the stock and other retailers as tariff policy weighs on its price.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- It is currently difficult to call the valuation bottom for the European luxury sector due to limited visibility on earnings from tariffs impact and how that will impact global demand, JPMorgan writes in note as downgrades Pandora to neutral.
- Infineon Technologies AG signed a deal to buy Marvell Technology Inc.’s automotive networking business for $2.5 billion in an all-cash deal to strengthen its industry-leading car unit.
- Repsol shares pare early gains Tuesday after its 1Q upstream production missed analyst estimates on lower refining margin, weaker utilization rates amid maintenance works. Analysts expect a cut to consensus. Stock trades 0.2% higher after rising as much as 4.5%.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Dollar Tree (DLTR) shares are up as it was raised to buy from neutral at Citi, which anticipates the higher across-the-board tariffs will be positive for the discount retailer.
- Stellantis NV (STLA) shares are down. However, the Jeep-maker is willing to help its suppliers pay tariff costs to withstand the initial shock of US President Donald Trump’s trade war. The automaker has outlined a program in which suppliers would apply for help from the company to make monthly tariff payments to the US government, according to a person familiar with the matter. Marlo Vitous, Stellantis’ head of purchasing in North America, laid out the plan during a meeting with suppliers in Detroit last week, the person said.
- AppLovin (APP) shares are up as a proposal to merge itself with the US subsidiary and eventually the global business of TikTok, as reported by CNBC, would help the advertising-technology firm accelerate its reach beyond its typical video-game clientele and into e-commerce. But its bid could be crowded out by other potential bidders such as Amazon, Blackstone and Oracle. AppLovin is expected by consensus to reach record free cash flow near $3 billion in 2025, thanks to ads, which yielded a 76% adjusted Ebitda margin in 2024.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers
- Stellantis NV (STLA) shares are down. However, the Jeep Maker is willing to help its suppliers pay tariff costs to withstand the initial shock of US President Donald Trump’s trade war. The automaker has outlined a program in which suppliers would apply for help from the company to make monthly tariff payments to the US government, according to a person familiar with the matter. Marlo Vitous, Stellantis’ head of purchasing in North America, laid out the plan during a meeting with suppliers in Detroit last week, the person said.
- Dollar Tree (DLTR) shares are up as it was raised to buy from neutral at Citi, which anticipates the higher across-the-board tariffs will be positive for the discount retailer. The stock gains as much as 7.6%.
- AppLovin (APP) shares are up as a proposal to merge itself with the US subsidiary and eventually the global business of TikTok, as reported by CNBC, would help the advertising-technology firm accelerate its reach beyond its typical video-game clientele and into e-commerce. But its bid could be crowded out by other potential bidders such as Amazon, Blackstone and Oracle. AppLovin is expected by consensus to reach record free cash flow near $3 billion in 2025, thanks to ads, which yielded a 76% adjusted Ebitda margin in 2024.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
-Apple (AAPL) shares slip as Wedbush cuts the price target to $250 from $325, citing the Trump administration’s tariff policies. The firm retains a positive long-term view on the stock given its strong free cash flow and Services business.
- Dollar Tree (DLTR) shares inch higher, up about 1%, after Citi turned bullish, anticipating that the higher across-the-board tariffs will be positive for the discount retailer. Citi still acknowledges that ~50% of the company’s product is subject to higher tariffs.
-MicroStrategy (MSTR) shares fall after the company said it may not able to regain profitability in future periods, and significant decrease in the market value of its Bitcoin holdings could adversely affect ability to satisfy financial obligations and could cause default. The company also expects a net loss for 1Q.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
-Apple (AAPL) shares slip as Wedbush cuts the price target to $250 from $325, citing the Trump administration’s tariff policies. The firm retains a positive long-term view on the stock given its strong free cash flow and Services business.
- Dollar Tree (DLTR) shares inch higher, up about 1%, after Citi turned bullish, anticipating that the higher across-the-board tariffs will be positive for the discount retailer. Citi still acknowledges that ~50% of the company’s product is subject to higher tariffs.
-MicroStrategy (MSTR) shares fall after the company said it may not able to regain profitability in future periods, and significant decrease in the market value of its Bitcoin holdings could adversely affect ability to satisfy financial obligations and could cause default. The company also expects a net loss for 1Q.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Tesla (TSLA) shares plunged in early trading to below a level that Commerce Secretary Howard Lutnick said the shares would never fall to again. Tesla bull Daniel Ives slashed his price target by 43%, citing a brand crisis as the electric vehicle maker, led be the world's richest man and top Trump adviser Elon Musk, has become a “political symbol globally.”
- JPMorgan (JPM) shares are lower along with other US big banks, with the nation's top financials set to report earnings this week. A severe slowdown in the economy and consumer spending could limit earnings of the big banks. Their stocks plunged last Thursday and Friday with the group having its worst two-day decline since March 2020. It also comes as CEO Jamie Dimon released his annual letter to shareholders, urging a quick resolution on tariffs.
- Apple (APPL) shares are lower in premarket trading after the iPhone maker declined 7.3% on Friday. Wedbush Global Head of Technology Dan Ives cut his price target on the stock to $250 from $325. Apple's market cap sank $443.5 billion last week, the largest weekly market cap decline on record. The stock dropped 13.6% last week, its worst week since the week ended March 30, 2020, when it plummeted nearly 18%.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Palantir (PLTR) shares are down along with other tech giants and chipmakers after the NASDAQ entered a bear market to end last week. The S&P 500 experiencing its worst two-day plunge since March 2020, and the Nasdaq 100 entering a bear market, dragging the tech sector downward.
- Palo Alto Networks (PANW) is lower in the premarket, despite Wall Street analysts pointing to cybersecurity stocks as potential safe havens in market turmoil. Early indications are cybersecurity-related stocks like Palo Alto Networks are not beating the trend.
- Wells Fargo (WFC) shares tumbled along with other banks, including Goldman Sachs and other US big banks, with the nation's top financials set to report earnings this week. A severe slowdown in the economy and consumer spending could limit earnings of the big banks.
- Nike (NIK) shares are continuing their slide after it tumbled to hit its lowest level since 2017. The trend is downward for Nike this morning despite Vietnam looking to work with the Trump administration on a tariff negotiation, which would limit the threat to Nike's supply chain.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- European defense stocks, one of this year’s best-performing groups, slump amid a broad market rout. Meanwhile, Reuters reports that US firm Howmet Aerospace told customers it has declared a force majeure event in the wake of the tariffs announced by President Donald Trump.
- The Trump administration decided against allowing Medicare to pay for obesity drugs, a move that would have given millions of older Americans access to the medications and cost the government billions.
- Shell shares drop as much as 8.4% to trade at the lowest in two years, after the oil major lowered its 1Q gas output guidance, adding to grim sentiment caused by the global stock market slump and oil prices at four-year lows. The company cited unplanned maintenance in Australia and adverse weather as reasons for the downgrade.See omnystudio.com/listener for privacy information.
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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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