Stock Movers JB Hunt Soars, Hewlett Packard Falls, F5 Sinks on Breach by Chinese Hackers
Oct 16, 2025
In this insightful conversation, Jess Menton, a senior reporter from Bloomberg News with a focus on U.S. equities, dives into the latest market shifts. She discusses the impressive 22% surge of JB Hunt following stellar quarterly earnings, shedding light on their effective cost control. Meanwhile, she examines Hewlett Packard's struggles with profitability in the AI landscape and F5's significant decline due to cybersecurity fears tied to state-backed hackers from China. Jess wraps up with a note on Micron’s rise fueled by AI demand.
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Freight Bellwether Outperforms Expectations
- JB Hunt's stock jumped nearly 22% after better-than-expected quarterly results and cost controls.
- The rally signals improving freight demand and helps peers across trucking and logistics gain momentum.
JB Hunt Reversed Early-Year Warning
- Jess Menton noted JB Hunt warned in January that this could be a weak year for cargo.
- The company later surprised by outperforming early guidance through cost controls and better results.
AI Costs Crimp HPE Margins
- Hewlett Packard Enterprise cut its fiscal outlook, citing margin pressure from AI-related costs.
- The guidance missed analyst expectations and pressured HPE shares, reflecting an AI-era margin squeeze.