Stock Movers

Jordan Fitzgerald, an equity supporter at Bloomberg News, dives into the weekly stock movers and offers keen insights on market trends. He highlights SanDisk's impressive 22% surge linked to Nvidia’s new products and the growing demand for AI storage solutions. Fitzgerald also discusses how President Trump's backing significantly boosted Intel's stock by 11%, and touches on Builders FirstSource's 19% rise following government plans to purchase mortgage bonds, aiming to lower housing costs. A fascinating look at market dynamics awaits!

Denisa Sokova, a cross-asset reporter, shares her insights on shifting markets. Retail stocks dropped sharply after the Supreme Court postponed a crucial tariff ruling, impacting giants like Under Armour and Kohl's. In contrast, Intel's shares soared following President Trump's praise for CEO Lip-Bu Tan and the government's growing stake in the company. Additionally, Chipotle and Cava saw positive stock movements after receiving 'outperform' ratings from analysts, highlighting a bright spot in the restaurant sector.

Norma Linden, a Bloomberg reporter focused on market analysis, delves into the impact of recent tariff uncertainties on consumer stocks like Mattel and Nike. She discusses how the Supreme Court's delay on IEEPA tariffs is shaking the market. Linden also reveals General Motors' concerning news of an additional $6 billion charge for EV production cuts. On a brighter note, she highlights JPMorgan's upgrade of Southwest Airlines, predicting a positive earnings outlook that could drive the stock higher.

Shares of Vistra soar after announcing a major power deal with Meta, promising zero-carbon energy from nuclear plants. Meanwhile, General Motors faces a setback with a $6 billion charge linked to electric vehicle production cuts. On a brighter note, Southwest Airlines sees a rise in stock price as analysts upgrade their outlook, hinting at better earnings ahead. Tune in for insights on these market movers!

Meta's recent electric deals have propelled Oklo and Vistra shares, making waves in the nuclear energy sector. Meanwhile, mortgage stocks saw a surge following a significant $200 billion bond purchase directive from Trump. Additionally, discussions are heating up around a potential merger between Rio Tinto and Glencore, which could reshape the copper market. The integration of small modular reactors with data centers is also gaining attention as the energy landscape evolves.

Meta Platforms is making waves by becoming the biggest nuclear power buyer as it signs deals for its data centers, boosting shares in Oklo and Vistra. Merck is creating buzz with talks to acquire Revolution Medicines, prompting a stock surge. Meanwhile, General Motors faces significant challenges, with a staggering $6 billion charge related to its electric vehicle production cutbacks, raising questions about the future of the U.S. EV market. Are we witnessing the peak of electric vehicle growth?

Chloe Melle, a Bloomberg reporter known for her keen market insights, dives into the exciting merger talks between Rio Tinto and Glencore that could reshape the mining landscape. She discusses the implications of rising copper demand driven by the energy transition and AI on these negotiations. The conversation also highlights BNP Paribas's two recent upgrades, addressing profitability improvements amid legal challenges. Additionally, L'Oreal's shares surge following a UBS upgrade, underscoring strong growth prospects and product innovation.

Chloe Millay, a Bloomberg reporter specializing in European markets, dives into sizzling topics. She discusses the potential merger of Rio Tinto and Glencore, which could reshape the mining industry. Millay also highlights ASML’s recent stock boost linked to TSMC's strong revenue and its implications for AI investment. Additionally, she covers Sainsbury's disappointing holiday sales amid fierce competition from discount retailers like Aldi and Lidl, revealing the pressures British supermarkets face.

In this engaging discussion, Rachel Pua, a Bloomberg News Earnings Specialist, dives into the surprising rise of Lockheed's shares following Trump's proposed defense budget increase. She highlights the cautious optimism around Constellation Brands, which saw stock highs despite ongoing challenges with alcohol demand among younger consumers. Additionally, Pua reports on Gap's uplift from a UBS upgrade, driven by growth in beauty products and athleisure. The conversation touches on broader trends affecting consumer behavior and executive compensation debates.

Defense stocks soared after a proposal for a $1.5 trillion military budget, with major names like Lockheed Martin and Northrop Grumman seeing significant gains. Meanwhile, Alphabet overtook Apple to become the second-most valuable company, riding a wave of success in artificial intelligence. In contrast, Apple faced a slump, losing nearly $200 billion in market cap. Other topics included a rotation in the tech sector, impacting chip stocks as they experience a pullback, and Rio Tinto shares slid amid fresh merger talks with Glencore.