Stock Movers

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Sep 1, 2025 • 5min

BAE Up, Tesco Gains, Orsted Rises

On this episode of Stock Movers:- Defence stocks Rolls-Royce and BAE Systems are helping provide a sizeable boost to the FTSE 100 as trading gets underway.Norway has picked the UK as the supplier of frigates for its navy, in what would be the biggest ever investment in the Nordic country’s defense. It would also support 4,000 jobs in the UK, more than half of them at BAE Systems' Glasgow shipyards. - The growth outlook for Tesco remains intact, JPMorgan writes in note as it places the retailer on a positive catalyst watch ahead of first-half earnings on Oct. 2.- Orsted shares gain as much as 4.7% after Equinor decided to support the proposal to strengthen the offshore wind company’s balance sheet. Meanwhile, BofA cut its price target on Orsted to a new street low citing US uncertainty.See omnystudio.com/listener for privacy information.
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Aug 29, 2025 • 5min

Weekly Roundup: Wynn Resorts Rises, eBay Drops, Nvidia Causes Jitters

Wynn Resorts saw a significant stock rise after an upgrade from UBS, fueled by the Al Marjan project's promise. Meanwhile, eBay's shares dipped as the end of the de minimis tariff exemption created confusion in global trade, impacting e-commerce dynamics. On the tech front, Nvidia's forecast hinted at a slowdown in growth after a booming two years in AI spending, indicating a shift in market expectations. The stock landscape is buzzing with these dramatic shifts and the potential implications for future performance.
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Aug 29, 2025 • 4min

Kraft Heinz Could Split, Dell Slides, Caterpillar Lower

Kraft Heinz is reportedly considering a corporate breakup, stirring market curiosity. Meanwhile, Dell faces challenges as sales of AI servers fall short, raising concerns about profitability amidst increasing costs. Caterpillar's shares took a hit due to warnings about escalating tariffs, potentially costing the company nearly $2 billion this year. These developments reflect the shifting landscape of corporate strategies and market reactions.
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5 snips
Aug 29, 2025 • 3min

Alibaba Rises, Caterpillar Falls, Dell Sinks on Tariff Concerns

Alibaba’s shares surged thanks to booming revenue from the AI sector, even amid a profit dip. In contrast, Caterpillar faced significant turbulence with a tariff warning potentially costing $1.8 billion, leading to a drop in their stock. Dell struggled as well, with nearly a 9% decline after underwhelming AI server sales, despite beating earnings expectations. The podcast highlights the contrasting fortunes of these tech giants in today's market.
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Aug 29, 2025 • 4min

Dell Sinks, Caterpillar Falls, Ulta Tumbles on Cooling Consumer Spending

Dell's shares took a hit as unsatisfactory sales of AI servers led to lower profit margins, despite an optimistic annual outlook. Caterpillar faced a stark warning about rising tariffs, which could cost the company up to $1.8 billion this year. Meanwhile, Ulta's stock tumbled amid caution from consumers, casting doubt on its revised sales forecasts in the beauty market. These struggles highlight the shifting dynamics of consumer spending and external economic pressures impacting major players in diverse sectors.
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Aug 29, 2025 • 5min

Autodesk Soars; Dell and Caterpillar Move to Downside; Affirm Rallies

Autodesk is enjoying a remarkable surge after outperforming expectations and raising its annual forecast, signaling renewed growth. In contrast, Dell is facing setbacks due to a drop in AI server sales and disappointing profit margins. Caterpillar warns of hefty tariff impacts, potentially costing billions. On a brighter note, Affirm sees a spike in shares after reporting strong quarterly results and an optimistic outlook. Tune in for insights into these dynamic market shifts and more!
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Aug 29, 2025 • 4min

Autodesk Jump; Dell and Caterpillar Drop; Petco Higher

Autodesk's stock skyrockets after exceeding earnings expectations and raising its forecasts, signaling a return to growth. Meanwhile, Dell faces a decline despite a revenue beat, with AI server sales dropping sharply. Caterpillar warns of significant tariff impacts, affecting its future outlook. In contrast, Petco's stock rises as upbeat guidance for the upcoming quarter shines a positive light on the pet food market. The podcast dives into these major market shifts and the strategies behind them.
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Aug 28, 2025 • 3min

Dell Gains, Petco Surges, Best Buy Falls

Dell Technologies raised its annual outlook after a strong demand for AI servers, despite a lackluster PC performance. Meanwhile, Petco experienced a remarkable 31% surge by revising its earnings targets upward, reflecting a successful turnaround strategy under its new CEO. In contrast, Best Buy's shares plummeted 6.6% after reporting disappointing quarterly results and reaffirming its 2026 forecast. The contrasting fortunes of these companies highlight the fierce competition and evolving trends in the retail and tech markets.
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5 snips
Aug 28, 2025 • 5min

Data Dog Rises, Hormel Falls, Bath & Body Works Slumps

Shares of Data Dog soar after strong tech earnings, marking a significant moment since its addition to the S&P 500. In contrast, Hormel Foods faces a steep 13% plunge as profit forecasts take a hit due to rising commodity costs. Bath & Body Works isn't faring well either, dropping 10% after cutting sales growth expectations, largely influenced by impending tariffs. The podcast dives into these contrasting market trends, providing insights into investment strategies amidst these fluctuating fortunes.
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Aug 28, 2025 • 3min

HP Rises, Best Buy Falls, and Dollar General Lifts on Strong Earnings

HP Inc. shares climbed as the company provided a steady profit outlook despite economic concerns. Meanwhile, Best Buy's stock declined after reaffirming its financial predictions amidst tariff worries. In contrast, Dollar General saw a boost due to stronger-than-expected sales, suggesting consumers still favor value shopping. The discussion highlights the varying impacts of market fluctuations and consumer sentiment across different retail sectors.

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