Stock Movers

Macy's shares climbed after impressive quarterly results, defying analyst expectations with strong revenues. Meanwhile, Abercrombie & Fitch shines with a raised outlook, signaling confidence despite tariff challenges. Vail Resorts sees a boost in shares as its Executive Chairperson returns as CEO, reaffirming financial stability. Together, these stories reflect a dynamic retail landscape, where strategic pivots and leadership changes can lead to unexpected growth.

Macy’s reports better-than-expected earnings, showing success in its strategy of refining operations. Abercrombie & Fitch raises its sales outlook despite a drop in comparable sales, indicating resilience in the brand. In contrast, Okta faces a 12% decline following a bleak forecast for the next quarter. Meanwhile, Vail Resorts celebrates a stock surge after reappointing its former CEO. Tune in for insights on retail wins and tech challenges.

Macy's impresses with better-than-expected quarterly results, signaling a successful focus on key locations despite consumer challenges. In the auto industry, Stellantis appoints Antonio Filosa as CEO to navigate a turnaround after leadership upheaval. Meanwhile, Honeywell collaborates with Elliott Investment Management to enhance its board and strategize for a major split into three companies. The podcast also touches on the intriguing rise of reptile and amphibian pets in U.S. households, driven by social media influence and raising ethical questions.

Stellantis has appointed a new CEO to address sagging sales after the previous boss stepped down. Meanwhile, Soitec's shares took a hit, plummeting 26% after withdrawing its revenue guidance for 2026. Kingfisher also disappointed investors, seeing shares drop 5.4% despite improved sales figures, as they chose not to upgrade profit forecasts. These developments highlight ongoing vulnerabilities in both tech and DIY markets, reflecting larger economic and investment trends.

A significant drop in Okta's stock follows a disappointing earnings forecast, raising concerns about growth. Vail Resorts boosts investor confidence by reappointing its former CEO, promising to tackle environmental challenges. Tesla's stock sees an unexpected surge despite mixed sales, with insights on its focus on self-driving technology and home energy systems. The conversation also dives into personal experiences with self-driving cars, comparing their comfort and cost to traditional rides, highlighting the evolving landscape of autonomous travel.

A surge for US Steel follows President Trump's assurance of control through a partnership with Nippon Steel. In contrast, PDD Holdings plummets after falling short of sales expectations, highlighting trade tensions. Meanwhile, Vertical Aerospace celebrates a milestone with the first piloted flight of an eVTOL aircraft in open airspace, marking a significant achievement in aviation history. The market showcases a mix of trends, with technology and consumer stocks also making headlines.

PDD Holdings experiences a significant stock drop after disappointing quarterly results, highlighting U.S.-China trade tensions. Meanwhile, Trump Media plans a major investment in Bitcoin, causing a stir in the cryptocurrency market. Apple sees a slight rebound after facing threats of tariffs over offshore production, raising concerns about its long-term profitability. The interplay of tech stocks and geopolitical pressures makes for a captivating analysis of current market dynamics.

AMD's stock rises following an analyst upgrade, fueled by a major AI deal and tariff easing. Apple is on the rebound after a prolonged selloff, influenced by shifting tariff policies. Meanwhile, GM is gaining traction with a new multi-tranche bond deal as the auto market faces challenges, with a striking statistic revealing that many potential buyers are hesitant to enter the market if payments increase even slightly.

Salesforce's stock takes a hit after announcing its $8 billion acquisition of Informatica. Meanwhile, Southwest Airlines stirs things up by introducing baggage fees, shifting consumer behavior. In contrast, Broadcom's shares are climbing in anticipation of its earnings report, fueled by strong revenue diversity. The podcast delves into the implications of these trends on investor sentiment and the broader market landscape.

Salesforce is making waves with its plan to acquire Informatica for $25 per share, sparking a surge in their stock. Meanwhile, Trump Media is aiming to raise $3 billion to dive into the cryptocurrency market, intriguing investors. U.S. Steel reaffirms its partnership with Nippon Steel, further boosting its stock after a promising statement from President Trump. The discussions also touch on the rising trend of reptile and amphibian pet ownership, with sales skyrocketing despite ethical debates.