Weekly Roundup: Chipotle Falls Most in Five Years, GE Vernova Rises, Texas Instruments Drops
Jul 25, 2025
Chipotle's shares took a nosedive after a second cut to its annual outlook, signaling trouble despite promotional efforts. Meanwhile, GE Vernova saw a significant rise in sales, becoming a key player in the booming demand for electrical equipment amid the tech surge. Texas Instruments revealed a cautious stance as the semiconductor market heats up, adding spice to the stock market chatter. This week’s fluctuations spotlight the pressures and opportunities in the ever-evolving landscape of major companies.
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Chipotle Struggles with Traffic
Chipotle's sales growth outlook was cut again, now expecting flat store sales for the year.
Despite new recipes and giveaways, traffic has not improved due to economic anxiety.
question_answer ANECDOTE
Personal Chipotle Experience
Red Brown tried Chipotle for the first time in three years.
He found the portion size too large and the price high, especially in New York City.
insights INSIGHT
Power Demand Fuels GE Vernova
GE Vernova is nearly doubling half-year electrical equipment sales due to AI company demand.
Power demand is surging from data centers, new factories, and electrification, boosting company performance.
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- Chipotle (CMG) shares plunged after cutting its annual outlook for the second time this year, suggesting that honey chicken and burrito giveaways haven’t been enough to offset a traffic slump that the company attributed to economic anxiety. Sales at established restaurants are now expected to be about flat for the full year, the company said Wednesday. It previously forecast the metric would expand by a low-single digit. The shares tumbled as much as 14% during trading on Thursday, their biggest intraday drop since March 2020. The stock was down 12% this year through Wednesday’s close, among the worst performers in US restaurants.
- GE Vernova (GEV) shares rose on new it increased its sales of transformers and other electrical equipment to big tech firms building large data centers.That’s helped the company boost its total sales of electrical equipment to about $500 million in the first half of the year, compared with $600 million for all of 2024, Chief Executive Officer Scott Strazik said in an interview on Wednesday. “We’re accelerating our direct selling with the hyperscalers,” he said. The demand for power is surging to levels not seen in decades, driven by data centers, new factories and the overall electrification of the economy. That has increased investor interest in everything to do with electricity and has bolstered GE Vernova, which raised its 2025 guidance on Wednesday as it reported second-quarter earnings.
- Texas Instruments (TXN), a key chipmaker for producers of cars and factory equipment, tumbled after stoking fears that a tariff-fueled surge in demand will be short-lived. Though the company issued a third-quarter forecast on Tuesday that beat most estimates, the outlook was more guarded than some investors had anticipated. The stock fell further during a conference call, when executives struggled to win over analysts who said the company’s tone had become increasingly negative. The main concern is whether tariffs and trade disputes will hurt a sales resurgence that’s still in the early stages. While revenue jumped 16% last quarter, executives acknowledged that they didn’t know how much of that came from tariff-related “pull in” — customers making purchases to get out ahead of the levies.
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