On this episode of Stock Movers:

- Kimberly-Clark (KMB) shares fell in trading today as fallout continues from their earnings report. The Texas-based diaper and paper towel manufacturer lowered profit expectations for the year, citing uncertainty arising from the impact on the global trade war on its costs.

- Amphenol (APH) shares jumped after a strong earnings report, rising along with several other semiconductor stocks in a broader tech rally. The electrical components company reported first-quarter results that beat expectations and gave an outlook that is above the analyst consensus.

- Super Micro Computer (SMCI) is among leaders in a tech rally after President Trump said that China tariffs will drop if the two countries can reach a deal. Trump made his about-face on Tuesday, saying he’d be willing to “substantially” pare back his 145% tariffs on China. He turned down his aggressive rhetoric a day after meeting with executives from Walmart Inc., Home Depot Inc. and Target Corp., who said import taxes could disrupt supply chains and raise the prices of goods, according to people familiar with the matter. Warnings about the potential for empty store shelves within weeks seemed to resonate with Trump, one of the people said. Shares of Super Micro Computer rose as much as 11% in trading on Wednesday.

On this episode of Stock Movers:
- Kimberly-Clark (KMB) shares fell in trading today as fallout continues from their earnings report. The Texas-based diaper and paper towel manufacturer lowered profit expectations for the year, citing uncertainty arising from the impact on the global trade war on its costs.
- Amphenol (APH) shares jumped after a strong earnings report, rising along with several other semiconductor stocks in a broader tech rally. The electrical components company reported first-quarter results that beat expectations and gave an outlook that is above the analyst consensus.
- Super Micro Computer (SMCI) is among leaders in a tech rally after President Trump said that China tariffs will drop if the two countries can reach a deal. Trump made his about-face on Tuesday, saying he&rsquo;d be willing to &ldquo;substantially&rdquo; pare back his 145% tariffs on China. He turned down his aggressive rhetoric a day after meeting with executives from Walmart Inc., Home Depot Inc. and Target Corp., who said import taxes could disrupt supply chains and raise the prices of goods, according to people familiar with the matter. Warnings about the potential for empty store shelves within weeks seemed to resonate with Trump, one of the people said. Shares of Super Micro Computer rose as much as 11% in trading on Wednesday.

Listen for five-minute conversations on today's biggest winners and losers in the stock market. Subscribe for analysis on the companies making news on Wall Street.

Listen for five-minute conversations on today's biggest winners and losers in the stock market. Subscribe for analysis on the companies making news on Wall Street.

Listen for news on today's biggest winners and losers in the stock market.

Stock Movers

Kimberly-Clark Falls, Amphenol Jumps, Super Micro Leads Tech Rally

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fe8b13b9-cea6-4669-a4ae-b2c8017a2b48/transcript

On this episode of Stock Movers:

- Eli Lilly (LLY) is in advanced talks to acquire Ventyx Biosciences (VTYX) for more than $1 billion to expand its work in immunology, according to a report in the Wall Street Journal.Ventyx shares rose 60% at 4:38 p.m. in US postmarket trading to $16.13. At that price, the San Diego-based biotech that specializes in drugs for inflammatory diseases like Crohn’s and rheumatoid arthritis is set to add $433.9 million to its market capitalization.

- Self-driving car systems company Mobileye Global (MBLY) is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million, as it looks to develop humanoid robots. The deal comprises $612 million in cash and as many as 26,229,714 shares of Mobileye Class A common stock, according to the company. It is expected to close in the first quarter of 2026.

- In a statement Tuesday, MSCI said it would maintain current index treatment for so-called digital asset treasury companies, including those where crypto holdings exceed 50% of total assets. That means Strategy — which holds over $60 billion in Bitcoin — will remain in the firm’s global benchmarks for now. Instead, MSCI will launch a “broader consultation” on how non-operating companies should be treated. Shares of Strategy rose around 5% in after-market trading. The stock had slumped almost 60% in the past year.

On this episode of Stock Movers: - Eli Lilly (LLY) is in advanced talks to acquire Ventyx Biosciences (VTYX) for more than $1 billion to expand its work in immunology, according to a report in the Wall Street Journal.Ventyx shares rose 60% at 4:38 p.m. in US postmarket trading to $16.13. At that price, the San Diego-based biotech that specializes in drugs for inflammatory diseases like Crohn&rsquo;s and rheumatoid arthritis is set to add $433.9 million to its market capitalization. - Self-driving car systems company Mobileye Global (MBLY) is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million, as it looks to develop humanoid robots. The deal comprises $612 million in cash and as many as 26,229,714 shares of Mobileye Class A common stock, according to the company. It is expected to close in the first quarter of 2026. - In a statement Tuesday, MSCI said it would maintain current index treatment for so-called digital asset treasury companies, including those where crypto holdings exceed 50% of total assets. That means Strategy &mdash; which holds over $60 billion in Bitcoin &mdash; will remain in the firm&rsquo;s global benchmarks for now. Instead, MSCI will launch a &ldquo;broader consultation&rdquo; on how non-operating companies should be treated. Shares of Strategy rose around 5% in after-market trading. The stock had slumped almost 60% in the past year.

Ventyx Rises on Eli Lilly Talks, Mobileye, Strategy Rises

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/698b23aa-a819-4d24-8085-b3ca016f5b4b/transcript

On this episode of Stock Movers:

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.

- Shares of data storage companies, Sandisk (SNDK), Western Digital (WDC), Micron Technologies (MU) and Seagate (STX) soared on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang highlighted the need for memory and storage in comments at the tech conference CES. Shares of Sandisk soared 24% to $339.40 as investors continued to pour money into the flash memory company. Western Digital rose 16%, putting the stock on track for a record closing high and its best day since 2020. Stock in Seagate Technology Holdings also jumped 13%.

- Onestream (OS) is in advanced talks to be taken private by Hg Capital, Bloomberg reported Tuesday, citing people familiar with the matter. Talks are ongoing and a deal for the financial software could be announced as early as this week but could also not come to fruition, the report said, citing unnamed sources. OneStream shares were up over 3% in recent premarket activity Tuesday.

- Shares of America’s largest credit-reporting companies are getting pummeled after Federal Housing Finance Agency Director Bill Pulte called out the firms for raising prices.Equifax (EFX) slid as much as 6% Tuesday, TransUnion (TRU) fell 6.8% and Experian (EXPN) fell 2.7% in New York trading. Shares of Fair Isaac Corp. also dropped by as much as 4.9%.

On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. - Shares of data storage companies, Sandisk (SNDK), Western Digital (WDC), Micron Technologies (MU) and Seagate (STX) soared on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang highlighted the need for memory and storage in comments at the tech conference CES. Shares of Sandisk soared 24% to $339.40 as investors continued to pour money into the flash memory company. Western Digital rose 16%, putting the stock on track for a record closing high and its best day since 2020. Stock in Seagate Technology Holdings also jumped 13%. - Onestream (OS) is in advanced talks to be taken private by Hg Capital, Bloomberg reported Tuesday, citing people familiar with the matter. Talks are ongoing and a deal for the financial software could be announced as early as this week but could also not come to fruition, the report said, citing unnamed sources. OneStream shares were up over 3% in recent premarket activity Tuesday. - Shares of America&rsquo;s largest credit-reporting companies are getting pummeled after Federal Housing Finance Agency Director Bill Pulte called out the firms for raising prices.Equifax (EFX) slid as much as 6% Tuesday, TransUnion (TRU) fell 6.8% and Experian (EXPN) fell 2.7% in New York trading. Shares of Fair Isaac Corp. also dropped by as much as 4.9%.

Closing Bell: Storage Stocks Surge, Credit-Reporting Stocks Fall

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bd8e1d13-768e-4841-a2ee-b3ca015deb9c/transcript

On this episode of Stock Movers:

- Shares of Sandisk (SNDK) soared 24% to $339.40 on Tuesday as investors continued to pour money into the flash memory company. Sandisk began trading at $36 a share last February after spinning off from Western Digital. The stock has since joined the S&P 500 and surged more than 800% from the spinoff, with artificial intelligence boosting demand and prices for solid state drives, or SSDs.
- Makers of cooling systems saw their stocks plunge on Tuesday after comments by Nvidia Corp.’s chief executive raised fears about demand for their products from data centers.Johnson Controls International, which makes water-cooled chillers and similar systems, tumbled as much as 11% in the worst intraday drop since 2022. Modine Manufacturing fell as much as 21% before paring declines, and Trane Technologies and Carrier Global Corp. also slid Tuesday.
- Lockheed Martin shares gain 3% after the company entered a pact with the Pentagon to more than triple the annual production of interceptor missiles. Under the seven year framework agreement, Lockheed would increase yearly production of the PAC-3 Missile Segment Enhancement interceptor to 2,000, from about 600

On this episode of Stock Movers: - Shares of Sandisk (SNDK) soared 24% to $339.40 on Tuesday as investors continued to pour money into the flash memory company. Sandisk began trading at $36 a share last February after spinning off from Western Digital. The stock has since joined the S&amp;P 500 and surged more than 800% from the spinoff, with artificial intelligence boosting demand and prices for solid state drives, or SSDs. - Makers of cooling systems saw their stocks plunge on Tuesday after comments by Nvidia Corp.&rsquo;s chief executive raised fears about demand for their products from data centers.Johnson Controls International, which makes water-cooled chillers and similar systems, tumbled as much as 11% in the worst intraday drop since 2022. Modine Manufacturing fell as much as 21% before paring declines, and Trane Technologies and Carrier Global Corp. also slid Tuesday. - Lockheed Martin shares gain 3% after the company entered a pact with the Pentagon to more than triple the annual production of interceptor missiles. Under the seven year framework agreement, Lockheed would increase yearly production of the PAC-3 Missile Segment Enhancement interceptor to 2,000, from about 600

Sandisk Soars, Lockheed Up, Data Center Cooling Stocks Sink

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/65fce929-3297-4574-903b-b3ca014e04c6/transcript

Kimberly-Clark Falls, Amphenol Jumps, Super Micro Leads Tech Rally

In 1 playlist(s)

Stock Movers

Social links

Follow podcast

Recent clips