Stock Movers Elf Beauty Gains, Coreweave Up, Circle Internet Rises Ahead of Earnings
Aug 11, 2025
Elf Beauty sees a boost after an upgrade from Morgan Stanley, suggesting a brighter future ahead. Coreweave stock is climbing as it approaches its earnings report and has an early end to its lockup period. Meanwhile, Circle Internet's shares rise in anticipation of its own earnings announcement. The podcast dives into stock movements across beauty and tech, offering insights into market trends and investor sentiments that are currently shaping Wall Street.
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Host Shares Personal ELF Preference
- Natalia Keniajavich says she loves ELF products and keeps them in her drawer.
- Her personal aside humanizes the market story about analyst upgrades.
Morgan Stanley Sees Upside For ELF
- Morgan Stanley upgraded ELF to overweight, saying consensus estimates are "materially too low."
- Natalia Keniajavich notes upside despite ELF's disappointing adjusted EBITDA margin and no fiscal 2026 outlook.
CoreWeave Needs Large Additional Capital
- CoreWeave's IPO stock has surged over 250% since listing, yet analysts warn about substantial capital needs.
- Natalia Keniajavich says the company needs $20–$23 billion in deployment but has raised about $5 billion so far.