Stock Movers

Christine Aquino, a Bloomberg markets reporter, dives into the recent drop in Merck shares following its $9.2 billion acquisition of Cidara Therapeutics. She also discusses Walmart's leadership shift as CEO Doug McMillon prepares to retire, raising questions about the retailer's future strategy. Lastly, Christine sheds light on Nvidia’s stagnant shares ahead of its earnings report, noting a pattern of post-earnings selling pressure. Tune in for insider insights that shed light on the current market dynamics!

Bloomberg journalist Lisa Mateo joins to discuss key corporate moves. Cidara Therapeutics saw a huge surge after Merck's $9.2 billion cash acquisition, aimed at bolstering their drug portfolio ahead of significant patent expirations. Stubhub's shares tumbled 20% due to a lack of quarterly guidance, raising eyebrows among investors. Meanwhile, Warner Bros. Discovery is in play, attracting bids from major players like Paramount and Netflix, while ensuring CEO David Zaslav's stock options remain secure.

Shares of Applied Materials plummeted amidst a disappointing sales forecast, stirring concerns across the tech sector. Meanwhile, Warner Bros. Discovery saw stock gains due to potential bids from major players like Paramount and Netflix. In the biotech arena, Merck is reportedly nearing a lucrative deal for Cidara Therapeutics, raising eyebrows about its implications for smaller companies. The hosts dissect the ripple effects of these corporate movements in an engaging breakdown.

Louise Moon, a market reporter and commentator specializing in European stocks, shares insights on notable market trends. She discusses Richemont’s impressive 14% jewelry sales growth, highlighting the luxury market's strong recovery. Louise also delves into PPHE Hotel Group's strategic shareholder discussions about potential capital contributions and stake sales. Lastly, she reveals Ubisoft's unexpected decision to delay its financial results, leading to a trading halt and sparking investor concern. Tune in for a lively analysis of these market movers!

Chloe Millet, a Bloomberg reporter specializing in European markets, shares her insights on recent market shifts. She discusses Richemont's impressive sales surge, fueled by luxury demand in the US and China. Siemens Energy is making headlines too, with raised targets driven by robust gas turbine and data center equipment sales. On a different note, Lloyds Banking Group faces a downturn after the UK government’s budget changes create investor uncertainty. A must-listen for anyone following market trends!

Alexandra Seminova, an equities reporter at Bloomberg News, dives into the latest stock market buzz. She reveals that Warner Bros. Discovery has caught the eye of Paramount, Comcast, and Netflix, who are all gearing up to make bids. Cisco is on a roll, raising its sales forecast as it seizes AI opportunities, while Tesla faces challenges as it tests Apple CarPlay, leading to a dip in its stock amidst a tech selloff. Insightful analysis and breaking news make this discussion a must-listen for market watchers!

This episode features Emily Graffio, a Bloomberg reporter known for her insights into market movements and company developments. She dives into Alphabet's troubles with the EU antitrust scrutiny, warning of a potential €9.5 billion fine. Disney faces a stock slump due to disappointing sales and costly film releases, predicting a $400 million earnings hit. Meanwhile, Sealed Air's shares soar amid rumors of a buyout by Clayton Dubilier & Rice, showcasing interesting shifts in market dynamics.

Bailey Lipschultz, a Bloomberg reporter specializing in market insights, dives into the recent market movements surrounding Sealed Air, Cisco, and Walt Disney. He discusses Sealed Air's impressive stock surge amid potential acquisition talks, signaling strong interest from Clayton Dubilier & Rice. Cisco’s stock rises after surpassing earnings expectations, driven by booming AI market demand. In contrast, Walt Disney faces challenges, missing revenue targets and lowering future guidance due to significant expenses linked to upcoming blockbuster releases.

Walt Disney Co. faced a decline in shares due to disappointing Q4 results, highlighting challenges from big-budget films like Avatar. Meanwhile, Cisco Systems saw a surge in stock prices after raising its 2026 sales forecast, fueled by increasing AI demand. In a bold move, Anthropic announced a $50 billion investment in US AI data centers, despite concerns over electricity supply and infrastructure costs. The discussion navigated the implications of these financial shifts in the tech and entertainment sectors.

Disney's shares dipped after disappointing sales results and high film costs ahead. Meanwhile, Cisco's stock soared on a boosted forecast, fueled by increasing AI investment. The company now projects higher sales and earnings, exceeding analysts' expectations. Alibaba is also making waves with a significant update to its mobile AI app, enhancing its features to keep pace with market demands. Additionally, concerns arose for Dollar Tree as its downgrade raises questions about consumer trends in the retail sector.