Stock Movers

Isabel Lee, a Bloomberg reporter specializing in corporate news, brings insights on recent market shifts. She discusses Nvidia's impressive $65 billion revenue forecast, countering fears of an AI bubble. Bath & Body Works faces challenges as it revises its outlook and initiates a major turnaround plan, exiting several product categories. Lee also outlines Verizon's significant layoffs of up to 13,000 roles under new leadership, raising concerns about employee morale and subscriber losses. Tune in for a deep dive into the latest corporate strategies!

Nvidia surprised everyone with a robust revenue forecast, calming fears about an AI spending bubble. The tech giant expects sales of $65 billion, signaling strong demand for its AI chips. Meanwhile, Walmart raised its sales outlook, appealing to budget-conscious shoppers even amidst rising costs. The retailer's improved forecast raises hopes in a cautious consumer climate. In contrast, Bath & Body Works announced a dimmer outlook, focusing on cost-saving measures and exiting less profitable ventures.

Nvidia's surprising $65 billion revenue forecast calms fears of an AI bubble, highlighting strong demand for their chips. Rival chipmakers AMD, Broadcom, and Intel enjoy a boost from Nvidia's performance, reflecting confidence in the tech sector. Meanwhile, Coreweave and Oracle benefit from renewed investor interest in cloud computing. Overall, the discussions showcase a vibrant rebound in the semiconductor industry and the growing need for AI technology.

Louise Moon, a Bloomberg Breaking News editor known for her market insights, delves into significant recent developments. She highlights BNP Paribas's substantial €1.15 billion buyback and revamp of capital strategies, boosting investor confidence. Games Workshop impresses with strong first-half earnings, achieving a record high share price, thanks to its engaged community. Meanwhile, JD Sports faces challenges with a profit warning, reflecting broader consumer confidence issues in the UK. Tune in for a high-energy analysis of these market movers!

Chloe Mellie, a Bloomberg reporter specializing in market commentary, joins to discuss key stock movements. She highlights BNP Paribas' impressive €1.15bn buyback, aimed at boosting investor confidence after recent troubles. ASML's shares are buoyed by Nvidia’s optimistic forecast, indicating potential in the AI market. Conversely, JD Sports faces challenges as it warns of lower annual profits, reflecting weak consumer confidence in the UK. Chloe connects these trends to broader economic concerns, making for an insightful market analysis.

In this engaging discussion, Carmen Reinecke, an equities reporter from Bloomberg News, unpacks Nvidia's impressive $65 billion revenue forecast, alleviating fears about AI spending. She highlights Block's optimistic profit growth projections and the integration of its Cash App and Square services. Additionally, they delve into Alphabet's stock surge, driven by rave reviews for its Gemini AI model, signaling a strong position in tech. Reinecke's insights provide a dynamic overview of the market's reactions to these major players.

Lowe's stock soared nearly 4% after reporting better-than-expected profits driven by online sales and contractor demand. Alphabet saw a significant rally thanks to positive feedback on its new Gemini AI model, enhancing its impressive performance in 2025. Meanwhile, Abbott Labs dipped as it eyes a major acquisition of Exact Sciences, which could become the largest healthcare deal of the year. The team also touched on sector winners and laggards, along with insights on energy and regulatory challenges.

Target's shares dipped after it lowered its profit forecast, revealing challenges with markdowns and soft sales. Meanwhile, Lowe's saw a rally thanks to strong online sales and growth among professional contractors, surpassing earnings expectations. In a big move, Semrush's shares soared after Adobe announced a $1.9 billion acquisition, marking a strategic shift for the tech giant. Plus, La-Z-Boy enjoyed a rally following an earnings beat, showcasing ongoing demand for its recliners.

WH Smith faces turmoil as its CEO resigns amid an accounting error that impacts profit outlook. Meanwhile, Vivendi's shares dive after reports suggest major shareholders may dodge compensation to minorities. Kering struggles, with its CEO urging a shift away from Gucci dependence and a reduction in store numbers to reclaim growth. The hosts unpack these significant moves shaking up the retail and media landscapes.

Chloe Millais, a Bloomberg reporter known for her insightful market analysis, joins the discussion on recent stock movements. She reveals how Ocado's stock plummeted after Kroger announced the closure of three automated facilities, raising doubts about its tech strategy. The analysis of WH Smith highlights a turbulent leadership change following an accounting review by Deloitte, which found profit overstatements. On a bright note, Jet2's shares surged after announcing a strong earnings report and a reassuring buyback, promising stability to its investors.