Stock Movers

Intel's shares surge as CEO Lip-Bu Tan is set to meet President Trump following controversial remarks about his ties to China. Meanwhile, cannabis stocks soar on news of potential marijuana reclassification, with Village Farms International seeing a massive jump. The podcast also highlights the market's reaction to rising cocoa prices and its implications for Hershey, alongside insights on bond yields and upcoming economic data affecting the Federal Reserve.

Nvidia and AMD are shaking things up with a deal that ties 15% of their Chinese AI chip sales to the U.S. government, raising eyebrows in the tech world. Meanwhile, General Motors is vying to reclaim its spot in the autonomous vehicle race by bringing back former Cruise employees to focus on personal use driverless cars. In the cannabis sector, stocks are surging after hints from President Trump about possible reclassification, igniting optimism and market excitement for cannabis-linked companies. Stay tuned for insights on these dynamic shifts!

Elf Beauty sees a boost after an upgrade from Morgan Stanley, suggesting a brighter future ahead. Coreweave stock is climbing as it approaches its earnings report and has an early end to its lockup period. Meanwhile, Circle Internet's shares rise in anticipation of its own earnings announcement. The podcast dives into stock movements across beauty and tech, offering insights into market trends and investor sentiments that are currently shaping Wall Street.

Nvidia's stock takes a hit as they face mixed reactions over revenue-sharing concerns with the U.S. government. Meanwhile, Micron Technology sees a rise in shares after boosting its revenue forecast thanks to better pricing. The big news in the cannabis sector? Tilray Brands and peers are surging thanks to rumors of potential marijuana reclassification, hinting at a brighter future for the industry. Tune in to catch all the latest market movements and insights!

Cryptocurrency stocks are booming, with Coinbase riding a wave of optimism as Bitcoin approaches record highs. However, tech giants Nvidia and AMD are feeling the pinch, hampered by a hefty revenue-sharing deal with the U.S. government on AI chip sales. Meanwhile, Rumble is making waves by announcing its interest in acquiring the AI firm Northern Data, which sees its shares plummet as Rumble's soar. Additionally, Monday.com posts positive news but still grapples with disappointing future guidance, creating a mixed bag for investors.

The crypto market is buzzing as Coinbase rides the wave of Bitcoin nearing its all-time high. Meanwhile, Nvidia and AMD are facing challenges after agreeing to share 15% of their Chinese AI chip revenues with the U.S. government. In a more thrilling turn, the lithium market is surging as a major mine in China halts operations, raising eyebrows about potential further project suspensions. This has significant implications for the electric vehicle sector, sparking excitement among investors.

Shares of Danish company Orsted plunged as it announced a massive rights offering, raising eyebrows among investors. Meanwhile, S4 Capital is eyeing a merger with MSQ Partners, stirring excitement in the advertising world. The defense sector is feeling the heat too, as European stocks slide, influenced by ongoing geopolitical tensions and upcoming discussions between global leaders. Market volatility is the name of the game, with all eyes on both the merger talks and the international political scene.

Walt Disney Co. has revealed a mixed bag of financial results, showing strengths in theme parks and streaming despite a disappointing profit outlook. Earnings projections for fiscal 2025 indicate growth, yet concerns linger over the struggling movie sector, with recent losses from Pixar and Marvel releases. Disney’s new partnership with the NFL aims to boost ESPN's content, while the company remains optimistic about its media bundles, seeing high demand amidst changing consumer preferences.

Apple's stock soared 13% after announcing a massive $100 billion investment in U.S. manufacturing, indicating strong growth potential. In contrast, Eli Lilly faced its worst week since 2008 due to disappointing results from a weight-loss pill that showed lower efficacy and higher side effects. Meanwhile, Trade Desk plummeted 39%, raising concerns about competition from Amazon's enhanced advertising platform. Analysts are wary, suggesting investors rethink their positions in Trade Desk.

The Trump administration is weighing a potential sale of Fannie Mae and Freddie Mac shares, which could raise around $30 billion and valuate the mortgage giants at $500 billion. Meanwhile, Gilead Sciences boosts its outlook following strong HIV sales, while Under Armour faces challenges with a disappointing sales forecast, raising concerns about its turnaround efforts. Additionally, listeners will enjoy light-hearted commentary on Sweetgreen's stock slide after a controversial menu change.