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On this episode of Stock Movers:
- EasyJet said efforts to renew its fleet are being held back by a slow delivery pace of new aircraft as manufacturers continue to face challenges with their supply chain.
- Shares in Manchester United slipped 6.1% in extended trading following the high-stakes game in Bilbao, Spain last night. Tottenham won the game 1-0, meaning Manchester United will not qualify for any European competition next season — which is likely to affect income streams negatively
- BT said earnings this year will be little changed, in line with analysts’ estimates, as the UK telecommunications company faces increasing competition in its home market.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Lowes (LOW) shares slipped even though comparable sales beat expectations during the latest quarter, as shoppers maintained home spending despite weakening consumer sentiment and economic turbulence. The home-improvement retailer said its comparable sales dipped 1.7% in the quarter that ended May 2, but it still expects the key sales metric to be flat to up to 1% in the current year. The comparable sales decrease came amid poor weather in February, along with continued pressure on the retailer’s higher-cost discretionary sales and do-it-yourself business, Chief Executive Officer Marvin Ellison said on the company’s earnings call. The decrease was offset in part by growth in online sales and the firm’s Pro business, which caters to home-improvement contractors.
- Moderna (MRNA) slumped after the biotechnology company said it has “voluntarily” withdrawn its application for regulatory approval for its combination Covid and flu shot for people 50 and over, a setback for the company. Moderna said it made the decision after consulting with the Food and Drug Administration. It plans to resubmit the application later this year after getting more data from a late-stage trial of its standalone flu vaccine, it said in a statement Wednesday. The move is a disruption to Moderna’s broader strategy to boost vaccine demand. It developed the combination shot because it believes that packaging two immunizations together will lead to higher uptake of Covid shots, which are far less popular than flu shots.
- VF Corp. (VFC) shares fell after forecasting a bigger-than-expected loss and warning investors it’s been rushing products to the US to beat the 90-day window of tariff pauses from the Trump administration. The owner of brands such as Timberland and Vans sees an operating loss of as much as $125 million for this quarter. Analysts on average expected a loss of $73.1 million. The company said it’s been accelerating production and shipments to the US during the pause on tariffs, which ends in July. That could increase costs even more for VF and the retailers that buy its products.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
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.
Alphabet (GOOGL) shares gained after the company said it will offer “AI mode” in search to all US users, showing its commitment to redesigning its core business to keep pace with new rivals in the artificial intelligence age. “We want to get our best models into your hands,” Chief Executive Officer Sundar Pichai said Tuesday at the company’s developer conference in Mountain View, California. “So we are shipping faster than ever.” Alphabet’s stock rose much as 5.6% on Wednesday after some analysts expressed confidence that the company can reorient its search product. Apple (AAPL) shares slumped on the news that OpenAI will acquire an AI device startup co-founded by former Apple veteran Jony Ive in a nearly $6.5 billion all-stock deal, joining forces with the legendary designer to make a push into hardware. The purchase — the largest in OpenAI’s history — will provide the company with a dedicated unit for developing AI-powered devices. Acquiring the secretive startup, named io, also will secure the services of Ive and other former Apple designers who were behind iconic products such as the iPhone. For the British-born designer, the move marks a high-profile return to a consumer technology industry he helped pioneer. Working for years alongside Steve Jobs, he crafted the look and feel of the modern smartphone, in addition to the iPod, iPad and Apple Watch. He left Apple in 2019. Target (TGT) shares fell today after it cut its sales forecast following a sharp pullback in consumer spending and a hit from tariffs and boycotts. The report raised questions over CEO Brian Cornell’s ability to recapture growth after two years of choppy results — especially as economic turbulence is growing. “It’s a great brand. It’s actually a great company. It just looks to us like it needs a new leadership,” said Bill Smead, chief investment officer of Smead Capital Management, which has owned the stock since 2017.Target’s current management has struggled to navigate through cultural and political landscapes, Smead said, referring to the backlash around its Pride collection in 2023 and boycott calls after the company decided to halt diversity initiatives this year.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- UnitedHealth (UNH) shares plunged today after the Guardian reported that the health insurer secretly paid nursing homes to reduce hospital transfers for ailing residents. Nursing home residents who needed immediate hospital care under the program failed to receive it, after interventions from UnitedHealth staffers, the Guardian reported. In the report, UnitedHealth told the Guardian that the suggestion that its employees have prevented hospital transfers “is verifiably false” and that its bonus payments to nursing homes help prevent unnecessary hospitalizations.
- Canada Goose (GOOS) shares are up after the outerwear maker reported fiscal fourth quarter revenue and adjusted earnings per share that beat analyst estimates. The company said it would not provide an outlook for fiscal 2026, citing “ongoing macroeconomic uncertainty and dynamic consumer spending patterns brought on by the unpredictable global trade environment.”
- Target (TGT) shares fell as the company missed its first quarter revenue estimates. Now the pressure is growing on Target's chief executive officer after the retailer cut its sales forecast following a sharp pullback in consumer spending and a hit from tariffs and boycotts. The report sent shares falling and raised questions over Brian Cornell’s ability to recapture growth after two years of choppy results — especially as economic turbulence is growing. “It’s a great brand. It’s actually a great company. It just looks to us like it needs a new leadership,” said Bill Smead, chief investment officer of Smead Capital Management, which has owned the stock since 2017.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Target (TGT) shares fall after the company cut its sales forecast due to a sharp pullback in spending, tariffs, boycotts, and consumer confidence, with net sales expected to decline by a low single digit this year.
- Palo Alto Networks (PANW) shares drop after the infrastructure software company reported its fiscal third-quarter results and gave an outlook that failed to fully ease growth concerns. However, analysts remain broadly positive on its long-term potential.
- Take-Two Interactive (TTWO) shares are lower after the company announced plans to sell $1 billion of new stock to investors. The New York-based video-game maker plans to use the proceeds for general corporate purposes, including repayment of debt and future acquisitions, according to a statement Tuesday. The company declined to comment further on the sale.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- UnitedHealth (UNH) shares sink after the Guardian reported that the health insurer secretly paid nursing homes to reduce hospital transfers for ailing residents. Nursing home residents who needed immediate hospital care under the program failed to receive it, after interventions from UnitedHealth staffers, the Guardian reported.
- Canada Goose (GOOS) shares jump after the outerwear maker reported fiscal fourth quarter revenue and adjusted earnings per share that beat analyst estimates. The company said it would not provide an outlook for fiscal 2026, citing “ongoing macroeconomic uncertainty and dynamic consumer spending patterns brought on by the unpredictable global trade environment.”
- Lowe's (LOW) shares rise after comparable sales beat expectations in the latest quarter, despite a 1.7% dip. The results suggest that US consumers have maintained home spending despite economic turbulence, with many deferring big projects due to high interest rates but pursuing smaller ones.
See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Target (TGT) shares are lower this morning after the company cut its sales forecast due to a weaker-than-expected quarter, with comparable sales dropping 3.8% and net sales expected to decline by a low single digit this year. he company is taking steps to drive traffic back into its stores and website, including management reshuffles, a new "multiyear acceleration office", and a focus on offering new items and key products at a good value.
- Lowe's (LOW) moved upwards this morning after comparable sales beat expectations in the latest quarter, despite a 1.7% dip, and the company expects the key sales metric to be flat to up 1% this year. The results suggest that US consumers have maintained home spending despite economic turbulence, with many deferring big projects due to high interest rates but pursuing smaller ones.
- TJX (TJX), the parent of T.J. Maxx and other retailers, saw shares fa;; after the company's guidance missed average analyst estimates for the second quarter. It posted a profit of $1.04 billion for fiscal first quarter, which is down slightly from $1.07 billion in the same quarter last year.
- UnitedHealth Group (UNH) is on the downswing today amid another bad press report. The Guardian reported that the health insurer secretly paid nursing homes to reduce hospital transfers for ailing residents.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- Target (TGT) shares are lower this morning after the company cut its sales forecast due to a weaker-than-expected quarter, with comparable sales dropping 3.8% and net sales expected to decline by a low single digit this year. he company is taking steps to drive traffic back into its stores and website, including management reshuffles, a new "multiyear acceleration office", and a focus on offering new items and key products at a good value.
- Lowe's (LOW) moved upwards this morning after comparable sales beat expectations in the latest quarter, despite a 1.7% dip, and the company expects the key sales metric to be flat to up 1% this year. The results suggest that US consumers have maintained home spending despite economic turbulence, with many deferring big projects due to high interest rates but pursuing smaller ones.
- Home Depot (HD) is following Lowe's higher as earnings from the rival DIY retailer drive the sector higher. President Trump's tariffs are expected to create challenges for the sector, with prices of goods expected to rise, and the home category is especially vulnerable to tariffs due to overseas sourcing and discretionary demand.
- UnitedHealth Group (UNH) is on the downswing today amid another bad press report. The Guardian reported that the health insurer secretly paid nursing homes to reduce hospital transfers for ailing residents.See omnystudio.com/listener for privacy information.
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On this episode of Stock Movers:
- JD Sports shares slide as much as 13%, the most since January, after the British sports retailer said like-for-like sales fell 2% in its fiscal 1Q, driven by a decline in North America
- Marks & Spencer is facing a £300 million ($403 million) hit to operating profit this fiscal year from a cyberattack that’s still disrupting the company’s sales and operations.
- UK stocks including housebuilders: Persimmon, Taylor Wimpey, Barratt Redrow, Berkeley Group, Bellway and Crest Nicholson are in focus today after inflation rose to its highest rate in more than a year, pushing FTSE 100 futures lower.See omnystudio.com/listener for privacy information.
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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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