Stock Movers

Broadcom's shares dipped as its sales outlook disappointed investors, despite a massive $73 billion AI backlog. Lululemon saw a surge in stock price after boosting its earnings guidance and showing strong international growth, while also announcing a CEO departure. Meanwhile, UBS's shares climbed to a 17-year high following a proposal for capital relief from Swiss lawmakers. In an unexpected twist, reports of President Trump possibly reclassifying cannabis sparked a rally in cannabis stocks!

Louise Moon, Breaking News Editor at Bloomberg, shares her insights on market movements. She highlights UBS's impressive surge, driven by potential changes to capital demands. Lufthansa also shines, with an upgrade from Kepler Cheuvreux thanks to strong travel trends. Meanwhile, Card Factory faces turmoil as their profit warning leads to a dramatic share drop. Moon's analysis sheds light on these significant market shifts, making for an engaging discussion!

Louise Moon, a Bloomberg reporter with expertise in European markets and banking, dives into the latest trends impacting UBS, Standard Chartered, and Adidas. She highlights UBS's shares skyrocketing after lawmakers proposed easing capital demands, creating excitement in the market. Standard Chartered gains traction following a buy upgrade from Goldman Sachs, thanks to improving profitability. Lastly, she connects Lululemon's strong outlook to a bullish sentiment for Adidas, suggesting continued sales strength ahead.

Jordan Fitzgerald, an equities reporter for Bloomberg News, dives into the latest market movers. He highlights Broadcom's impressive forecast, expecting AI semiconductor revenue to double, signaling robust demand. Lululemon's shares soar after announcing a leadership shake-up and an optimistic outlook, while Oracle faces a steep decline due to disappointing cloud sales growth projections. The discussion sheds light on the reaction of analysts and investors to these transformative shifts in major companies.

Fertilizer stocks saw a significant surge after drone strikes on Russian plants raised supply chain concerns. Eli Lilly's promising obesity drug results are set to shake up the weight-loss market, with shares climbing. Lululemon's after-hours jump followed strong earnings and an unexpected CEO departure, leaving investors curious about succession plans. The podcast also touches upon Disney's hefty investment in OpenAI and Oracle's alarming stock drop amid rising tech costs. It's a whirlwind of market insights and surprising shifts!

Eli Lilly's latest obesity drug shows remarkable potential, helping patients shed nearly 25% of their weight, along with other health benefits. Meanwhile, Gemini Space Station celebrates a 20% stock surge after gaining CFTC approval for a derivatives exchange, opening doors to prediction markets. On the downside, Oracle faces a hefty 13% drop as its cloud sales forecast disappoints, raising concerns about its revenue conversion amidst supply challenges.

Oracle's latest cloud sales disappointed investors despite significant growth in its infrastructure business, as rising costs from AI data centers weigh on revenues. Meanwhile, Gemini Space Station saw its shares rally after gaining approval for a derivatives exchange, expanding its footprint in prediction markets. In other news, Eli Lilly's groundbreaking obesity drug showed impressive results in a late-stage study, sparking discussions on health and fitness.

Gemini Space Station's shares soar after securing a CFTC license for U.S. prediction markets, hinting at exciting growth ahead. In contrast, Oracle struggles as its cloud sales forecast disappoints, raising red flags about revenue conversion. Meanwhile, Eli Lilly's new obesity drug impresses, leading to nearly a 25% weight loss in patients, positioning it as a potential frontrunner in weight-loss treatments. Stay tuned for more insights in the market!

Oracle's shares dipped as AI spending rises but cloud revenues fell short of expectations. Eli Lilly's new obesity drug showed promise, with patients losing over 23% of their weight in trials, boosting the company's stock. Meanwhile, Gemini's application for a derivatives exchange was approved, leading to a rise in their shares. Concerns also arose over regulatory issues affecting PDD, raising investor fears. The tech sector felt the impact of Oracle's disappointing results, affecting other major players.

Schneider Electric is making waves with a massive €3.5 billion share buyback plan, fueled by ambitions in AI and electrification. Meanwhile, Entain's Chief Financial Officer Rob Wood is set to step down in 2026, raising eyebrows around the company's future strategy amid regulatory pressures. Wizz Air faces challenges with a significant downgrade from analysts, citing rising costs and fierce competition from Ryanair. The outlook remains mixed as they navigate these turbulent times.