Stock Movers

Boeing is set to soar as they gain more leeway from the FAA, boosting 737 MAX deliveries. Intel’s shares rally with reports of a push to reshore chip production, aiming to match U.S. manufacturing to imports. Meanwhile, Daimler's shares slip due to new tariffs on heavy trucks, creating uncertainty in the market. Eli Lilly also feels the pressure from a proposed 100% tariff on patented drugs. Overall, the market reacts to these developments in manufacturing and tariffs, highlighting winners and losers.

Intel's shares surge as a potential new US chip policy aims to lessen reliance on overseas production. The company may partner with Apple and TSMC to jumpstart its manufacturing capabilities. Eli Lilly sees a boost with proposed 100% tariffs on patented drugs, positioning itself favorably against international competitors. Meanwhile, Paccar's stock skyrockets due to a new 25% tariff on heavy trucks imported from abroad, benefiting domestic manufacturers as overseas peers struggle.

Novo Nordisk faced a sharp decline after new pharma tariffs were announced, heavily impacting its stock despite European peers mostly holding steady. Daimler Truck stocks dropped following news of a proposed 25% duty on heavy truck imports. In contrast, InterContinental Hotels saw a surge after receiving a double upgrade from JPMorgan, signaling a positive outlook as travel demand rebounds. The hosts dive into the implications of these tariff changes and the differing effects on various sectors.

The hosts dive into Jabil's recent earnings report, highlighting concerning margin pressures in its AI segment. Tesla faces a rough patch as European sales plummet by 22%, diminishing its market influence amidst rising EV competition. In contrast, Costco surprises with a strong quarterly profit, indicating robust consumer spending and resilience in a tricky economy. The discussions provide a lively snapshot of how these major players are navigating the current market landscape.

Investors are bullish on Intel, propelling its stock amid government and tech sector support. Meanwhile, Tesla faces a downturn due to falling sales and regulatory pressures for electric vehicles. Freeport-McMoRan struggles with production issues at its Grasberg mine, raising concerns over its future. Additionally, CarMax's share plummet after disappointing earnings highlights ongoing consumer distress. Finally, Starbucks reveals modest store closures, igniting discussions about potential recovery strategies in the market.

Tesla faces a tough time in Europe, with a 22% sales drop and a dwindling market share. Meanwhile, Intel seeks a financial lifeline from Apple, hoping to revive its struggling business. CarMax disappoints with disappointing earnings and sales figures, prompting analysts to downgrade the stock. The hosts delve into these shifting market dynamics, highlighting the contrasting fortunes of key players in the tech and automotive sectors.

Starbucks is making headlines with a $1 billion restructuring plan, leading to store closures and job cuts. Meanwhile, Intel's fortunes are looking brighter after it approached Apple for investment, helping its stock rally over 5%. Lithium Americas is on fire, soaring after reports of a potential U.S. government equity stake. These shifts in the market reflect significant changes and opportunities that listeners won’t want to miss!

Eli Lilly faces setbacks as it halts a drug trial aimed at preventing muscle loss in weight-loss patients, raising concerns about strategic direction. CarMax reports disappointing earnings, prompting analysts to downgrade the stock amid wider struggles in the used car market. Meanwhile, Jabil grapples with margin pressures due to mixed results in its AI-related sector, highlighting challenges in adapting to evolving market demands. The discussion paints a picture of turbulent times across multiple industries.

Intel is seeking an investment from Apple to help revive its struggling business, which could signal a positive shift for the chipmaker. Meanwhile, Oracle faces a downturn after receiving a sell rating due to overvalued cloud revenues. Carmax's stock is sliding as it reported disappointing earnings and rising loan loss provisions, raising concerns about its financial health. In other news, Cipher Mining's shares soar with Google's new investment as part of an AI hosting deal, showcasing the tech giant's expanding influence in the sector.

Cipher Mining's stock surges after Google takes a stake in a major AI hosting deal, allowing for significant market traction. Intel seeks a lifeline from Apple as it navigates financial recovery, while rumors of investment discussions stir hope for the struggling chipmaker. Meanwhile, Oracle faces skepticism as it receives a sell rating amid concerns about its cloud revenue forecast. The podcast wraps up with a brief mention of Hertz's strategic move to ease near-term debt pressures.