Stock Movers BMW Drops, ArcelorMittal Rises, ASML Falls
Oct 8, 2025
BMW faces a dip of 5.2% after cutting its full-year guidance due to weak demand in China and rising tariff costs. Meanwhile, ArcelorMittal is in the spotlight with a potential boost from upcoming EU steel import restrictions, sparking optimism on the market. ASML struggles as shares plummet 7.1% amid a US investigation into its exports to China, raising concerns about future sales restrictions. Tune in for insights on these stock movers!
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BMW Lowers Guidance On Tariffs And China
- BMW cut full-year guidance due to tariff costs and continued weak sales in China and other markets.
- The company now expects customs duty reimbursement in 2025 instead of 2024, worsening near-term outlook.
ArcelorMittal Could Benefit From EU Steel Curbs
- Citi put ArcelorMittal on a positive catalyst watch thanks to potential EU restrictions on foreign steel imports.
- With a ~30% EU market share, ArcelorMittal could see up to $750m profit boost from increased shipments.
ASML Hit By US Probe Into China Exports
- ASML shares fell after a U.S. probe into semiconductor exports to China raised the prospect of tighter export restrictions.
- The probe threatens sales to Chinese state-linked companies and curbs momentum from AI-driven demand.