Stock Movers Deckers Soars, Centene Tumbles, Intel Slides on CEO Warning
Jul 25, 2025
Deckers reports impressive growth, with Ugg and Hoka sales surpassing analyst estimates by 19% and 20%, respectively. Meanwhile, Centene faces a sharp decline after reporting an unexpected loss, raising concerns over rising medical costs. Intel's stock slides as CEO Lip-Bu Tan focuses more on cost-cutting than on innovation, igniting worries about the company's competitive edge against rivals like NVIDIA. The podcast delves into the implications of these movements for investors and the market landscape.
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Deckers' Unexpected Sales Surge
- Deckers shares surged up to 21% due to strong fiscal Q1 sales in UGG and Hoka brands.
- The company showed resilience with 20% growth despite earlier tariff concerns and a 50% year-to-date share drop.
Centene's Earnings Shock
- Centene shares experienced volatility after reporting a Q2 adjusted loss versus expected profit.
- The company cut its earnings forecast drastically due to higher medical costs and withdrew guidance amid a tough market for health insurers.
Intel's Cost Cutting Worries Investors
- Intel's CEO emphasized cost cutting instead of technological leadership, sparking negative investor reaction.
- Unlike competitors investing aggressively in tech, Intel is scaling back capital expenditures, raising concerns about competitiveness.