Stock Movers

Amazon's stock takes a hit as the White House calls its tariff pricing display a 'hostile' act. Meanwhile, Spotify faces a surprising downturn despite gaining more subscribers, with profit margins affected by hefty payroll taxes. UPS plans to cut 20,000 jobs and close facilities, mainly due to declining shipments from Amazon. The podcast dives into these significant market shifts and their implications for the future.

Amazon faces stock turmoil after a government critique over tariff transparency, leading to a sharp decline. In contrast, Honeywell's shares soar as it raises its earnings forecast and outlines strategies to mitigate tariff impacts through a planned split into three firms. Meanwhile, Hims & Hers Health celebrates a remarkable stock surge thanks to a new partnership that offers the popular weight-loss drug Wegovy at a competitive price through telehealth platforms. This dynamic interplay illustrates the ever-changing stock market landscape.

Honeywell shares soar after exceeding estimates and slightly raising its guidance, despite caution over tariffs and global demand. Meanwhile, GM's stock tumbles as it withdraws its 2025 earnings forecast and pauses buybacks due to tariff uncertainty. UPS announces job cuts of 20,000 while reporting strong earnings, yet also retreats from its financial guidance. In a brighter note, Royal Caribbean sees a rise in its stock after boosting its earnings forecast, citing stable bookings and demand.

BP struggles with slumping cash flow and rising debt, forcing it to cut buybacks while shifting back to fossil fuels. Porsche warns investors of declining profit margins due to tariffs and lackluster electric vehicle adoption. Meanwhile, Rheinmetall sees a staggering 73% surge in military sales, capitalizing on Europe's heightened defense spending and a substantial order backlog. The dynamics of the luxury auto market clash with booming defense needs, painting a complex picture of today’s economic landscape.

Boeing's stock is on the rise, buoyed by an acquisition agreement and a favorable upgrade from Bernstein, despite lingering FAA scrutiny. In contrast, Nvidia faces a dip as competition from Huawei heats up in the AI chip market. Meanwhile, On Holding sees a surge in shares after a positive rating from Citi, highlighting its strength in navigating market uncertainties. Analysts discuss how fashion trends intertwine with financial strategies, making for an engaging exploration of the sneaker brand's potential.

On this episode of Stock Movers: - US shares of Spotify Technology (SPOT) are down. This comes as they report first-quarter results tomorrow before the market opens in New York. Investors will be looking for more details about when and how the company will raise prices. It is reportedly planning an increase in Europe as soon as June. The Swedish streaming platform is looking for ways to fuel earnings growth, particularly in video. On Monday, the company said it paid $100 million to podcast publishers and creators in the first quarter. The company will also share an update on the video creator program that launched in January.- Boeing (BA) are up after Bernstein upgrades to outperform from market perform noting that the aircraft maker is now “making the progress it needed for the growth trajectory.” Analysts did note that while they can't assume all the risks are gone, after high FAA scrutiny, BCA (Boeing Commercial Airplanes) should be on a much firmer path than in 2023”. - Plug Power (PLUG) shares jumped the most in nearly a year after the hydrogen company announced a $525 million secured debt facility, said it doesn’t plan to raise more equity in 2025 and reported preliminary first-quarter results in line with analysts’ estimates. Plug expects to report revenue of $130 million to $134 million when it releases its full first-quarter results in early May, versus a consensus estimate of $131.6 million. The company also reported completing construction of a hydrogen production plant in Louisiana that will serve customers including Amazon.com Inc. and Walmart Inc.See omnystudio.com/listener for privacy information.

Boeing's stock is gaining momentum after an upgrade from Bernstein, signaling positive growth potential. Meanwhile, Eli Lilly faces a setback with a double downgrade by HSBC, raising concerns about its risk-reward balance. In contrast, Peloton's shares are on the rise after Truist Securities upgraded their outlook, hinting at a promising recovery driven by improving fundamentals. Tune in for a lively discussion on these market movers!

On this episode of Stock Movers:- Domino's Pizza (DPZ) shares fall after the company reported revenue for the first quarter that missed the average analyst estimate. Revenue $1.11 billion, +2.5% y/y, estimate $1.12 billion. The company didn't provide an outlook for 2025. - Merck (MRK) shares rise after the company agreed to buy SpringWorks Therapeutics Inc. for $47 per share in cash, representing an equity value of about $3.9 billion and a 26% premium for SpringWorks. The acquisition is expected to boost Merck's health-care division.- Airbus (AIR FP) shares rise after the company agreed to take over some assets and sites from Spirit AeroSystems Holdings Inc., clearing the way for Spirit to be acquired by Boeing Co. The deal includes Airbus taking over facilities in Kinston, North Carolina; France; Belfast, Ireland; and Prestwick, Scotland, with Airbus receiving a $439 million payment from Spirit and providing $200 million in credit lines.See omnystudio.com/listener for privacy information.

Nvidia is facing a potential challenge from Huawei, which is developing its own AI processor to compete against it. Tesla, despite recent earnings setbacks, is seeing rising stock prices as Elon Musk shifts focus back to the company. Meanwhile, Deliveroo's shares surged after DoorDash made a cash offer for acquisition, valued at about $3.6 billion. The podcast delves into these market dynamics, revealing the fierce competition and strategic maneuvers among tech and delivery giants.

Nvidia faces stiff competition as Huawei gears up to release a rival AI processor, creating ripples in the semiconductor market. Meanwhile, Tesla shines with a significant stock uptick despite a rocky earnings report, thanks to Elon Musk's renewed focus on the company. In the restaurant sector, Domino's struggles with mixed sales results, while Boeing enjoys a boost after an upgrade from Bernstein, hinting at a promising future amid past challenges. A dynamic market brings both risks and opportunities for these key players.