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On this episode of Stock Movers:
- Airbnb (ABNB) shares fell after a New York Times article said that the Spanish government ordered the company to remove almost 66,000 listings from its platform. The move widens a “crackdown on tourist rentals as it seeks to alleviate a housing crisis that has become among the worst in Europe,” the New York Times said. Airbnb said in a statement that it would continue to appeal all decisions linked to the case, according to the article; a company spokesperson said the listings would be kept up until the appeal made its way through the courts
- Moderna (MRNA) stock rose on news that US regulators will no longer approve Covid booster shots for healthy adults and children without new studies. The new rule adds a costly requirement for drugmakers, though boosters will still be available for millions of high-risk Americans. Food and Drug Administration Commissioner Marty Makary and Vinay Prasad, who leads the agency’s vaccine division, outlined the approach they intend to take with updated versions of the immunizations in an article published Tuesday in the New England Journal of Medicine. The agency’s willingness to continue making the shots available for high-risk people with a wide range of health conditions was a relief to the industry, which feared a wave of restrictions from President Donald Trump’s political appointees who questioned the vaccines. Investors were buoyed as the new policy doesn’t require the costly trials for older adults who are more likely to get vaccinated.
- Amer Sports (AS) shares hit a record high as the maker of Wilson tennis rackets and Salomon ski boots boosted its adjusted profit forecast for the full year and reported first-quarter results that topped expectations.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- D-Wave Quantum (QBTS) shares are soaring as the company released its latest quantum computing system. The quantum computer is known as Advantage 2. The company said that this new type of computer can solve complex problems beyond the reach of classical computers.
- Victoria's Secret (VSCO) shares are up as the company announced a shareholder rights plan after an investor began acquiring a substantial amount of stock in the lingerie retailer. BBRC International Pte Limited, an entity controlled by Brett Blundy, has increased its position to about 13% of outstanding shares and has a history of acquiring controlling interests in retailers, Victoria’s Secret said in a statement. The plan, which is often called a poison pill, will issue one right for each share at the close of business on May 29 and be triggered if an investor acquires 15% of outstanding common stock. It wasn’t adopted in response to a proposal to acquire control of the company, Victoria’s Secret said.
- Amer Sports (AS) shares climbed as much as 21%, the most ever, and to a record high, after the maker of Wilson tennis rackets and Salomon ski boots boosted its adjusted profit forecast for the full year and reported first-quarter results that topped expectations.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Home Depot (HD) shares rise after the company maintained its guidance for the fiscal year despite a 0.3% drop in comparable sales, as US sales ticked up due to smaller projects. The company's CFO attributed the sales slowdown to weather conditions in February, but noted that demand improved in March and April, and has continued into the current quarter.
- Pfizer (PFE) shares rise after 3SBio agreed to grant an exclusive license to Pfizer to develop and manufacture its PD-1/VEGF bispecific antibody worldwide excluding mainland China, according to an exchange filing. 3SBio will receive an upfront payment of $1.25 billion and may receive potential payments totaling up to $4.8 billion under the license agreement.
- AMER Sports (AS) shares climb after the maker of Wilson tennis rackets and Salomon ski boots boosted its adjusted profit forecast for the full year, and reported first-quarter results that topped expectations.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Home Depot (HD) shares rise after the company maintained its guidance for the fiscal year despite a 0.3% drop in comparable sales, as US sales ticked up due to smaller projects. The company's CFO attributed the sales slowdown to weather conditions in February, but noted that demand improved in March and April, and has continued into the current quarter.
- Viking Holdings (VIK) shares tumble as analysts say its 2026 bookings forecast and pricing growth trends show a deceleration from 2025. This comes even as the company’s first-quarter revenue and adjusted Ebitda were ahead of expectations.
- AMER Sports (AS) shares climb after the maker of Wilson tennis rackets and Salomon ski boots boosted its adjusted profit forecast for the full year, and reported first-quarter results that topped expectations.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Home Depot (HD) shares have swung this morning despite reporting earnings that fell short of estimates. Home Depot's sales came in shy of expectations, with comparable sales dropping 0.3% in the three months that ended May 4. The company's CFO attributed the slowdown to weakening consumer sentiment and economic turbulence, with consumers deferring larger projects due to the rate environment.
- 3SBio (1530) shares have soared in Hong Kong after striking a licensing deal with Pfizer (PFE). Pfizer secrued exclusive global rights to 3SBio's cancer treatment candidate. It is a a licensing deal that could be worth $6.05 billion.
- UnitedHealth Group (UNH) shares are up after extending a rebound yesterday from lows last week, climbing as much as 8.3% on Monday after newly appointed CEO Stephen J Hemsley and CFO John F Rex bought about $30 million worth of the stock, according to SEC filings.
- Coinbase (COIN) is higher this morning in line with the Bitcoin trade. It comes as the US Senate overcame a procedural blockade on stablecoin legislation, paving the way for debate on the Senate floor, with a possible vote as soon as this week. The bill still faces opposition from progressive Democrats, who argue it lacks safeguards to prevent stablecoins from endangering the financial system and allowing criminals to exploit them.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Home Depot (HD) shares are rising this morning despite reporting earnings that fell short of estimates. Home Depot's sales came in shy of expectations, with comparable sales dropping 0.3% in the three months that ended May 4. The company's CFO attributed the slowdown to weakening consumer sentiment and economic turbulence, with consumers deferring larger projects due to the rate environment.
- Lowe's (LOW) shares are sinking today as it readies to release its earnings. It comes as Home Depot warns of price pressure amid high rates and tariffs affecting DIY projects.
- Nvidia (NVDA) is lower this morning as investors digest CEO Jensen Huang's comments that the chip maker is opening its AI server platform to rival chipmakers. In addition to that, Huang is saying the US government's decision to limit sales to Chinese customers would hurt revenue.
- Coinbase (COIN) is higher this morning in line with the Bitcoin trade. It comes as the US Senate overcame a procedural blockade on stablecoin legislation, paving the way for debate on the Senate floor, with a possible vote as soon as this week. The bill still faces opposition from progressive Democrats, who argue it lacks safeguards to prevent stablecoins from endangering the financial system and allowing criminals to exploit them.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
European wind stocks rose after the Trump administration lifted an order that halted construction on Equinor’s $5 billion project off the coast of New York. European defense stocks could be in focus again on Tuesday after President Donald Trump said that Moscow and Kyiv would begin talks “immediately” on ending the war. Greggs shares rose as much as 8.8% to a three-month high after the UK food-on-the-go retailer gave a trading update in which it said it is seeing an improved performance, and kept its expectations for the year unchanged. Analysts were positive that the sausage-roll and sandwich seller is seeing growth in like-for-like sales, with trends encouraging.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- 23andMe (MEHCQ) shares are up as the bankrupt genetic-testing firm agreed to sell its data bank, which once contained DNA samples from about 15 million people, to the drug developer Regeneron Pharmaceuticals for $256 million. The sale comes after a wave of customers and government officials demanded that 23andMe protect the genetic data it had built up over the years by collecting saliva samples from customers. Regeneron pledged to comply with 23andMe’s privacy policy, which allows customers to have their personal information deleted upon request.
- Reddit (RDDT) shares are down after the web forum operator is downgraded to equal-weight from overweight at Wells Fargo, with analysts saying that recent user disruptions are likely to be more permanent as Google “more aggressively” implements AI features in search. Wells Fargo analysts say change in search user behavior is accelerating with Google likely to integrate full AI search capabilities soon
- Royal Caribbean Cruises Ltd. (RCL) shares are down. However, the company regained its investment-grade status on Monday after Moody’s Ratings upgraded the global cruise operator’s credit rating on a strong demand outlook and better credit metrics. Moody’s upgraded the cruise line one notch to Baa3, its lowest high-grade rating, from Ba1, its highest junk grade, according to a Monday statement. The action follows a similar move from S&P Global Ratings, which in February elevated Royal Caribbean to its lowest rung of investment-grade status.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
Novavax (NVAX) shares jumped as US regulators fully approved its Covid vaccine, easing investors’ concerns after the clearance was delayed and US Health and Human Services Secretary Robert F. Kennedy Jr. raised doubts about its efficacy. The US Food and Drug Administration cleared the shot for adults 65 and older and those ages 12 to 64 who have at least one underlying condition that puts them at high risk if they get the virus. The approval is a positive sign for other vaccine makers. It’s been unclear how their shots will fare under the leadership of Kennedy, a longtime vaccine critic.
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Scarlet Fu, Carol Massar and Tim Stenovec.
Paramount Group (PGRE) shares soared in trading today, in part on the word that the company's board is initiative a review and evaluation of strategic alternatives and named a new CFO.
Shake Shack (SHAK) shares slumped today after TD Cowen cut the recommendation on the burger fast food chain to hold from buy, citing an already high valuation amid a challenging consumer spending backdrop. “SHAK now trades in excess of the 3Y avg FY2 EV/EBITDA, leading us to believe the challenged restaurant spending backdrop limits further multiple expansion, particularly in the crowded burger category where the concept lacks category leadership,” analyst Andrew Charles wrote in a note.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Walmart shares drop on the heals of a US credit downgrade from Moody’s, as President Donald Trump tells the retailer to “eat the tariffs.” Trump’s comments on Saturday are in response to Walmart’s statement on May 15 that tariffs and increasing economic turbulence means the world’s largest retailer will have to raise prices.
- Netflix shares fall after the company is downgraded to neutral from overweight at JPMorgan, with analysts citing a more balanced risk-reward in the streaming service provider’s shares following their outperformance.
- Reddit shares are after the web forum operator is downgraded to equal-weight from overweight at Wells Fargo, with analysts saying that recent user disruptions are likely to be more permanent as Google “more aggressively” implements AI features in search.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
Alibaba ADRs (BABA) shares fall following Hong Kong shares lower, after the New York Times reported that the Trump administration has raised concerns over Apple’s potential deal with the Chinese tech giant.
Novavax (NVAX) shares rally after the US FDA approved the drugmaker’s Covid-19 vaccine for adults 65 years and older as well as those aged 12 to 64 years who have at least one medical condition that puts them at a higher risk of severe illness from Covid.
Reddit (RDDT) shares are after the web forum operator is downgraded to equal-weight from overweight at Wells Fargo, with analysts saying that recent user disruptions are likely to be more permanent as Google “more aggressively” implements AI features in search.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Walmart (WMT) is ticking lower this morning as the retail giant warns of higher prices from tariffs. President Trump told Walmart to stop blaming tariffs for raising prices, citing the company's billions of dollars in profits last year. CFO John David Rainey said price increases will happen in May.
- Nvidia (NVDA) shares are tumbling this morning as CEO Jensen Huang outlined plans to let customers deploy rivals’ chips in data centers built around its technology, a move that acknowledges the growth of in-house semiconductor development by major clients from Microsoft and Amazon. The announcement, made at Computex in Taiwan, is significant for the company, but the broader market decline overshadowed the news.
- Home Depot (HD) shares are lower this morning as they are expected to report shrinking same-store sales due to tariff-fueled economic anxiety and consumer pullback, similar to earnings from Target, also set for this week. Still, Evercore ISI is adding Home Depot to the firm's "Tactical Outperform List" ahead of the company's Q1 earnings report.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Nvidia (NVDA) shares are tumbling this morning as CEO Jensen Huang outlined plans to let customers deploy rivals’ chips in data centers built around its technology, a move that acknowledges the growth of in-house semiconductor development by major clients from Microsoft and Amazon. The announcement, made at Computex in Taiwan, is significant for the company, but the broader market decline overshadowed the news.
- Walmart (WMT) is ticking lower this morning as the retail giant warns of higher prices from tariffs. President Trump told Walmart to stop blaming tariffs for raising prices, citing the company's billions of dollars in profits last year. CFO John David Rainey said price increases will happen in May.
- Diageo (DEO) shares are down in the premarket, citing a hit to its bottom line due to tariffs, but is reassuring investors that cost cuts could offset the damage. Diageo will cut costs by $500 million over three years to mitigate the impact of US trade tariffs, which will add $150 million in annual costs.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Ryanair signaled robust demand for travel this summer, with fares rising and Europeans sticking close to home for their holidays.
- Diageo expects sales growth to improve in the second half of the year and set out a cost-cutting program, as the British distiller grapples with US tariffs on its shipments from the UK and Europe.
- Shares in drug companies Roche and BioArctic may be active in Monday trading after US drug regulators approved the first blood test to help diagnose Alzheimer’s disease, potentially making it easier to find and treat patients.See omnystudio.com/listener for privacy information.
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UnitedHealth Group Inc. (UNH) plummeted as much as 18% following a report that the insurer was under criminal investigation for possible Medicare fraud, adding to an already tumultuous week. The Justice Department has had a probe into the company’s Medicare Advantage business since at least last summer, the Wall Street Journal reported, citing unidentified people familiar with the matter. UnitedHealth shares dropped every day for the last eight trading sessions, including sinking more than 17% Tuesday when the company abruptly replaced its chief executive officer and suspended 2025 guidance. It has lost more than $110 billion in market value this week. Legislation that House Republicans call "one big, beautiful bill" would extend Inflation Reduction Act Section 45X credits to 2031 and tweak section 45Z. First Solar shares have surged about 30% since the bill's introduction, as it alleviates fears that the IRA would be fully repealed as some Republican lawmakers had called for. Should the 45X provision that was included in IRA be reversed, First Solar's gross margin would drop to about 25% vs. about 44% in 2024, based analysis from Bloomberg Intelligence, with peers facing similar pullbacks. Super Micro Computer shares jumped after Saudi Arabia-based data center company DataVolt signed a multi-year partnership agreement with the beleaguered US server company. The stock has rallied more than 40% this week, notching the best week since November. The agreement should “fast-track delivery of ultra-dense GPU platforms and rack systems for DataVolt’s hyperscale AI campuses in the Kingdom of Saudi Arabia and the US,” the company said in a statement on Tuesday.
See omnystudio.com/listener for privacy information.
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Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Alix Steel, Scarlet Fu, Tim Stenovec and Emily Graffeo.
CoreWeave (CRWV) shares surged 22% to a record high on Friday after Nvidia reported a larger-than-anticipated stake in the cloud-computing provider.Nvidia, the world’s most valuable chipmaker, disclosed a holding of 24.18 million shares, or about 7% of outstanding stock, as of March 31. That stake, included in a 13G filing on Thursday, compared with a 5.2% figure in CoreWeave’s prospectus. The amount shows how Nvidia supported CoreWeave’s late-March initial public offering, acquiring about 6 million shares to add to its existing holding. A representative for Santa Clara, California-based Nvidia declined to comment. Hershey (HSY) shares fell along with other confectionery companies like Mondelez as cocoa prices, a core ingredient in chocolate candy, surge to a three-month high on renewed supply fears as shipments from top grower Ivory Coast slow and dry weather threatens next season’s output. Despite recent rains in West Africa, drought still covers more than a third of Ghana and Ivory Coast, according to the African Flood and Drought Monitor. Wetter weather forecast for next week could bring some relief to both countries, but isn’t expected to eliminate the unusually dry conditions. Cava (CAVA) fell as much as 5.8% after the fast-casual chain reported first-quarter results and updated its outlook. Analysts say that while Cava’s report was positive relative to peers, the Mediterranean dining establishment needed stronger results to justify its premium valuation. Fast-food chains such as McDonald’s and Wendy’s have also said weaker consumer sentiment hurt results in their latest quarters.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
Cava (CAVA) fell as much as 5.8% after the fast-casual chain reported first-quarter results and updated its outlook. Analysts say that while Cava’s report was positive relative to peers, the Mediterranean dining establishment needed stronger results to justify its premium valuation. Fast-food chains such as McDonald’s and Wendy’s have also said weaker consumer sentiment hurt results in their latest quarters. Coinbase (COIN) shares bounced back, showing resiliency after a series of negative headlines. Shares of Coinbase are up more than 30% over the last five sessions, on track for the biggest weekly gain since President Donald Trump’s reelection, buoyed by an announcement Monday that the stock would replace Discover Financial Services in the index. It was a triumphant moment for the digital asset industry, as well as a stamp of approval for Coinbase itself. But Thursday’s revelation of a hack expected to cost the company $400 million and confirmation of reports that US regulators were investigating user figures marred Coinbase’s victory lap, denting an otherwise exuberant runup with a 7.2% drop in the stock. Applied Materials (AMAT) shares fell as much as 7.3% after the chip-equipment maker gave a lackluster forecast for the current period, highlighting the potential cost of the US trade dispute with China. Sales will be about $7.2 billion in the fiscal third quarter, plus or minus $500 million, the company said in a statement Thursday. That was roughly in line with Wall Street estimates, though some analysts projected as much as $7.4 billion. Profit will be approximately $2.35 a share. Applied Materials, the largest American maker of chipmaking gear, is adjusting to restrictions on sales to China, one of the biggest markets for their products. The impact of tariffs imposed by Washington also are making it more difficult to project future revenue.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Nvidia shares rise and are on track for the best month in a year after a series of long-term sales agreements during President Donald Trump’s trip to the Middle East.Nvidia reports first week of June, but this past earnings season showed its biggest customers remain full-steam ahead on capital spending related to AI infrastructure
- Estee Lauder shares rise after Michael Burry's Scion Asset Management doubled its position in the beauty company.Bloomberg Intelligence's Deborah Aitken said 3Q showed patches of promise, led by some share recovery in the US, China and Japan.
- Charter Communications shares rise after it agreed to combine with Cox Communications in a cash-and-stock deal valued at about $34.5 billion that includes debt.The deal includes about $12.6 billion of net debt and $21.9 billion in equity.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Charter Communications (CHTR) is higher this morning after agreeing to merge with Cox Communications in a deal that values Cox at an enterprise value of about $34.5 billion. The deal comprised of $21.9 billion of equity and $12.6 billion of net debt and other obligations
- Vistra (VST) is also up this morning on an M&A deal. It agreed to buy seven natural gas-fired power plants for $1.9 billion to feed the growing demand for electricity from artificial intelligence. The acquisition is part of a trend of power generators buying gas-fired plants to meet the anticipated demand from energy-intensive data centers running AI applications.
- Applied Materials (AMAT) is lower this morning after forecasting sales of about $7.2 billion in the fiscal third quarter, with a profit of approximately $2.35 a share. The company is adjusting to restrictions on sales to China, one of its biggest markets, and the impact of US tariffs, which is making it harder to project future revenue. Despite uncertainty, Applied Materials' management believes the industry is in a historic period of expansion, driven by the rapid spread of semiconductors and the AI boom.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Charter Communications (CHTR) is higher this morning after agreeing to merge with Cox Communications in a deal that values Cox at an enterprise value of about $34.5 billion. The deal comprised of $21.9 billion of equity and $12.6 billion of net debt and other obligations
- Vistra (VST) is also up this morning on an M&A deal. It agreed to buy seven natural gas-fired power plants for $1.9 billion to feed the growing demand for electricity from artificial intelligence. The acquisition is part of a trend of power generators buying gas-fired plants to meet the anticipated demand from energy-intensive data centers running AI applications.
- Applied Materials (AMAT) is lower this morning after forecasting sales of about $7.2 billion in the fiscal third quarter, with a profit of approximately $2.35 a share. The company is adjusting to restrictions on sales to China, one of its biggest markets, and the impact of US tariffs, which is making it harder to project future revenue. Despite uncertainty, Applied Materials' management believes the industry is in a historic period of expansion, driven by the rapid spread of semiconductors and the AI boom.See omnystudio.com/listener for privacy information.
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