Stock Movers Ryanair Dips, A2A Gains, Mercedes Rises
Nov 3, 2025
Chloe Mellet, a Bloomberg reporter specializing in European stocks, joins to discuss key market shifts. Ryanair's CEO warns of potential job impacts from increased UK taxes, even as the airline surpasses profit estimates and boosts passenger growth targets. A2A shares soar after a Morgan Stanley upgrade, positioning the utility as a stealthy benefactor of data center expansion. Meanwhile, Mercedes sees a stock rise after DZ Bank's recommendation, crediting strategic cost cuts and improved chip supply chains.
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Shift Capacity When Taxes Bite
- Move capacity if taxation meaningfully raises operating costs in a market like the UK.
- Michael O'Leary warned Ryanair would shift about 10% of UK capacity to other countries if taxes rise.
Demand And Deliveries Drove Ryanair Upside
- Strong travel demand and improved Boeing deliveries let Ryanair raise its passenger growth target.
- Shares dipped as investors took profits after recent strong performance despite the earnings beat.
Data Centers Lift A2A's Hidden Value
- Morgan Stanley upgraded A2A to buy citing data-center build-out benefits around Milan.
- Multiple units like power, distribution, water and district heating could gain from the surge in data-center demand.