Stock Movers Estee Lauder Rises, Boeing Gains, CoreWeave Surges Since IPO
Jun 27, 2025
Estee Lauder's stock soars after HSBC boosts its rating and price target, signaling positive momentum. Boeing's shares rise thanks to an upgrade, with analysts noting improvements that enhance the company's outlook. Meanwhile, CoreWeave's stock skyrockets nearly 300% since its IPO, catapulting its CEO's net worth to over $10 billion. The podcast dives into the reasons behind these stock movements and explores Boeing's delivery improvements and CoreWeave's acquisition talks amidst market challenges.
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Estee Lauder Earnings Optimism
- Estee Lauder stock rises on investor hopes for China stabilization and US market resilience.
- HSBC expects the company's earnings to potentially double by June 2027, signaling optimism.
Boeing's Health and Potential Upside
- Boeing upgraded to buy by Rothschild & Co Redburn due to improved company health.
- The company is transitioning to a phase where it can deliver on expectations better than forecast.
CoreWeave's Surge and Acquisition Talks
- CoreWeave shares increased nearly 300% since its IPO, boosting CEO Michael Intrator's net worth.
- CoreWeave is in talks to buy Core Scientific, a data center operator, though Core Scientific shares dropped 12%.