Stock Movers

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Stock Movers

Stock Movers features five-minute reports on today's biggest winners and losers in the stock market. Listen for analysis on the companies making news on Wall Street.

  1. 2D AGO

    UnitedHealth Plummets, First Solar Rises, Super Micro Surges

    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Solar shares have surged about 30% since the bill's introduction, as it alleviates fears that the IRA would be fully repealed as some Republican lawmakers had called for.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.

    4 min

  2. 2D AGO

    Closing Bell: CoreWeave Jumps to Record, Hershey Falls, Cava Slides

    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.

    5 min

  3. 2D AGO

    Cava Slips, Coinbase Bounces Back, Applied Materials Shares Fall

    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.

    6 min

  4. 2D AGO

    Nvidia Rallies, Estee Lauder Rises, Charter Up after Cox Deal

    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.

    4 min

  5. 2D AGO

    Charter-Cox Merger; Vistra Plant Purchase; Applied Materials Slides

    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.

    4 min

  6. 2D AGO

    Charter Communications and Vistra Pop on M&A; Applied Materials Drops

    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.

    4 min

  7. 3D AGO

    Foot Locker Surges After Dick's Deal, CoreWeave Slips, Steris Stock Up

    On this episode of Stock Movers:- Foot Locker (FL) shares surged as much as 85%, the biggest intraday gain on record, after Dick’s Sporting Goods (DKS) agreed to buy the sneaker retailer for $2.4 billion. Citi said positives of the tie up seemed clear, but noted there may be some regulatory hurdles. Meanwhile, Baird viewed the acquisition as a “major endorsement” of Nike’s turnaround.- CoreWeave (CRWV) shares slipped in after hours trading. The company, however, has secured a deal worth as much as $4 billion to provide additional cloud computing capacity to artificial intelligence leader OpenAI, expanding a tie-up between the two firms. The data center builder said in a filing Thursday that OpenAI will pay the sum through 2029. CoreWeave had disclosed a $4 billion deal on its earnings call late Wednesday but did not name the party, beyond describing it as an enterprise AI company.- Steris (STE) shares are up after the provider of infection prevention products reported life sciences revenue for the fourth quarter that beat the average analyst estimate.“FY25 operating margin and earnings finish on a high note,” Piper Sandler analysts including Jason Bednar wrote in a note. Solid, balanced revenue performance, margin and EPS upside is impressive and FY26 guidance bracketing Street is a nice starting point considering tariff absorption; shares should trade higher. See omnystudio.com/listener for privacy information.

    5 min

  8. 3D AGO

    Closing Bell: Foot Locker Higher, Meta Delays AI Model, Coinbase Tumbles

    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.  Foot Locker (FL) shares closed higher as investors celebrate Dick's Sports Goods reaching a deal to acquire it. Dick’s will pay $24 a share for Foot Locker, reflecting a premium of 86.5% on the closing share price on Wednesday, before news of the deal emerged. Shareholders in Foot Locker can also elect to receive Dick’s shares instead of cash.   Meta (META) shares declined on a report that the social networking company is delaying a flagship artificial intelligence model, sparking concerns about its AI push.Meta engineers are having trouble improving the capabilities of the software — a large language model known as “Behemoth” — the Wall Street Journal reported on Thursday. Behemoth’s release, already delayed until June, has now been postponed until fall or later, the newspaper said. Coinbase (COIN) shares dropped on series of headlines that have investors concerned. The New York Times reported the SEC is probing whether the crypto exchange misstated user numbers. We also learned that hackers had near-constant access to some of Coinbase’s most valuable customer data since January, according to a person familiar with the incident who asked not to be named discussing company matters. The largest US crypto exchange disclosed earlier on Thursday that hackers bribed customer representatives to steal the data and then demanded a $20 million ransom to delete it. Coinbase began noticing unusual activity from some of these representatives in January, the company confirmed in an interview with Bloomberg News. See omnystudio.com/listener for privacy information.

    7 min
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Stock Movers features five-minute reports on today's biggest winners and losers in the stock market. Listen for analysis on the companies making news on Wall Street.

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    iHeartPodcasts
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    2025 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia
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