Stock Movers

On this episode of Stock Movers:- SAP shares surge as much as 11%, the most since 2019, after the German software company reported a 29% growth in current cloud backlog on constant-currency terms, indicating resilient demand for its cloud-based software despite growing trade uncertainties. The company beat estimates for profits and free cash flow as its cost cuts starting last year bear fruit.- Reckitt Benckiser reported lackluster sales growth and said market conditions could affect the timing of its transformation, causing its shares to slide.- BNP Paribas Exane raised its recommendation on Industria de Diseno Textil to outperform from neutral as the Spanish clothing retailer is well-positioned to weather the tariff crisis.See omnystudio.com/listener for privacy information.

Tesla faces challenges with missed earnings and uncertain future sales, hinting at pressuring tariffs and an aging lineup. Equifax experiences a surprising profit surge, boosting shares despite cautious guidance due to economic uncertainties. Meanwhile, Northrop Grumman struggles with rising costs, leading to a downward adjustment in its earnings forecast. The contrasting fortunes of these companies reflect broader economic trends and consumer sentiment.

On this episode of Stock Movers:- 3M (MMM) shares jumped after it stood by its full-year financial guidance while acknowledging new risks from the unfolding trade war, with executives outlining its strategies to manage a turbulent business environment. Tariffs will have a negative impact of as much as 40 cents a share on full-year earnings, the company said Tuesday in a statement as it reported first-quarter results. Still, 3M reaffirmed guidance for 2025 adjusted profit of $7.60 to $7.90 a share. - Diaper-maker Kimberly-Clark (KMB) lowered profit expectations for the year, citing uncertainty arising from the impact on the global trade war on its costs.The Texas-based manufacturer of diapers and paper towels now sees flat to positive 2025 adjusted operating profit on a constant currency basis, instead of the high single-digit growth rate it forecast in January. “The current environment will now mean greater costs across our global supply chain versus our expectations at the beginning of the year,” Chief Executive Officer Mike Hsu said in a statement announcing first-quarter results. - Verizon (VZ) shares were lower after it reported a larger-than-expected decline in mobile-phone subscribers in the first quarter, the result of heavy competition and less spending by government agencies. The largest US wireless provider recorded a loss of 289,000 monthly phone subscribers, according to a statement Tuesday, more than the 185,500 loss estimated by analysts on average. That’s a significant reversal from the 568,000 subscribers added in the fourth quarter and more than double the decline recorded at the same point last year. Verizon attributed some of the loss to reductions at some federal agencies, as the Trump administration moves to slash thousands of jobs.See omnystudio.com/listener for privacy information.

Verizon is feeling the heat as subscriber losses lead to a sharper decline in shares, fueled by fierce competition. In contrast, 3M sees its stock rise after confidently reaffirming financial guidance despite looming trade war risks. Meanwhile, Tesla is in the spotlight as investors await earnings results, hoping for a comeback from a significant stock drop. The podcast dives into these intriguing market dynamics and their implications for future investments.

On this episode of Stock Movers:- Tesla (TSLA) shares rise ahead of earnings. Tesla's stock has plummeted 53% since December, and investors are looking to Elon Musk to inject excitement back into the company when it reports results.- Verizon (VZN) shares drop after the telecom company reported a larger-than-expected decline in mobile-phone subscribers in the first quarter, losing 289,000 monthly phone subscribers due to heavy competition and lower spending by government agencies.- Limberly Clark (KMB) shares fall after the personal care product company cut its year profit outlook, and reported an expected decline in 1Q organic sales. It also sees adjusted operating profit on constant currency basis flat to positive, had seen mid-to-high single-digit growth.See omnystudio.com/listener for privacy information.

Tesla faces stock concerns before a pivotal earnings report, causing investor jitters about demand and leadership changes. GE Aerospace shines with solid earnings and a positive outlook while navigating a challenging market. Conversely, 3M grapples with tariff sensitivities amidst trade war risks, and Verizon struggles after losing mobile subscribers. The podcast dives into the varied fortunes of these major players, uncovering insights into their financial resilience and market strategies.

The podcast dives into the stock market movements of major players. Northrop Grumman struggles with lower guidance and disappointing profits. In contrast, GE Aerospace shines with a solid outlook, driven by strong demand and effective cost management. 3M faces challenges due to tariff sensitivities, even as it maintains its financial guidance. Meanwhile, Tesla is rebounding ahead of a key earnings report, amid discussions on potential brand damage linked to CEO Musk's focus.

Novo Nordisk's stock plummets as a rival's pill competes effectively in weight loss and blood sugar control. Orsted faces a significant setback with halted offshore wind projects, casting doubt on its future in renewable energy. Meanwhile, Amazon's cautious approach to data center expansions sends ripples through European electrification stocks, affecting companies like Schneider Electric. The podcast dives into these competitive pressures and sector challenges shaping the market landscape.

On this episode of Stock Movers: - Netflix (NFLX) found itself one of the top performers in the S&P 500 during an otherwise down day on Wall Street. Investors have come to see Netflix as a safe bet during a time of great economic uncertainty and challenges for conventional movie and TV businesses. With a global audience of more than 700 million viewers, the company said it has seen no impact on its business from President Donald Trump’s tariffs or the market volatility that has followed. Last week, Netflix reported record profit to start the year. - Uber (UBER) shares slid after the company was sued by the US Federal Trade Commission, which claims the rideshare and delivery company hurt consumers through “deceptive billing and cancellation practices” as part of its flagship subscription service. In a complaint filed Monday, the FTC alleges the company charged consumers for its Uber One product without their consent, misled users about the program’s savings and made it “unreasonably” burdensome to cancel the service. The agency found users can be required to navigate as many as 23 screens and take up to 32 actions to cancel, according to an FTC statement. - Tesla (TSLA) shares fell on renewed questions over Elon Musk’s role with the federal government and uncertainty over the company’s plans to introduce a lower-cost electric vehicle. Wedbush Securities analyst Dan Ives said Tesla’s chief executive officer should step back from his controversial work at the Department of Government Efficiency and re-focus his attention on the carmaker. Tesla is facing a “code red” moment as it prepares to report first-quarter earnings Tuesday, the analyst said.“Musk needs to leave the government, take a major step back on DOGE, and get back to being CEO of Tesla full-time,” Ives wrote in a report to clients Sunday. “Tesla is Musk and Musk is Tesla... and anyone that thinks the brand damage Musk has inflicted is not a real thing, spend some time speaking to car buyers in the US, Europe, and Asia. You will think differently after those discussions.”See omnystudio.com/listener for privacy information.

Sweetgreen's stock is under pressure as its COO departs and Bank of America lowers its price target. Amazon faces a downgrade due to soaring costs and tariffs, marking a 30% drop since February. Meanwhile, Capital One's green light for acquiring Discover Financial brings a surge in their stocks, despite ongoing market volatility. The podcast dives deep into how these dynamics are shaping the financial landscape and impacting investor sentiment.