Stock Movers Weekly Roundup: Equinix Shares Rebound, Royal Caribbean Hits Record, Enphase's Strong Week
Jun 28, 2025
Equinix's shares bounced back impressively after a turbulent week, marking a sharp recovery. Meanwhile, Royal Caribbean is riding high as Carnival Cruise lifts its guidance, signaling robust travel demand. The clean energy sector also gained traction, with Enphase Energy's shares reacting to potential regulatory shifts from political developments. Investors are keenly observing how these trends will shape the industries moving forward.
AI Snips
Chapters
Transcript
Episode notes
Equinix Faces AI Growth Expectations
- Equinix shares dropped over 10% after disappointing growth forecasts, despite ties to AI growth expectations.
- Investors punished the stock for failing to meet lofty AI-related growth expectations, even though forecasted growth is positive.
Cruise Industry Demand Stays Strong
- Royal Caribbean shares hit record highs, driven by Carnival's raised guidance and strong travel demand.
- Demand remains resilient despite economic and geopolitical uncertainties, with onboard spending strong and cancellations normal.
Cruises Offer Affordable Experiences
- Cruises remain a popular, cost-effective travel option, offering roughly a 30% discount compared to land-based vacations.
- People seek experiences over possessions, maintaining cruise demand despite economic jitters.