On this episode of Stock Movers:
- Dell (DELL) shares are soaringa fter the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.
- Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix.
- NetApp (NTAP) shares jumped after the data storage provider reported its latest earnings. Analyst say the report is a strong print from the company, showing strong growth, with upgrades to consensus expected.

On this episode of Stock Movers: - Dell (DELL) shares are soaringa fter the company gave an outlook for annual sales that far surpassed analysts&rsquo; estimates, fueled by demand for servers that power artificial intelligence work. - Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix. - NetApp (NTAP) shares jumped after the data storage provider reported its latest earnings. Analyst say the report is a strong print from the company, showing strong growth, with upgrades to consensus expected.

Listen for five-minute conversations on today's biggest winners and losers in the stock market. 

Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

Listen for five-minute conversations on today's biggest winners and losers in the stock market.&nbsp;
Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.

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

Stock Movers

Desk and NetApp Gain; Gap Dips

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/42ec7e35-dcae-424f-a86d-b45900d93692/transcript

n this episode of Stock Movers:
-Dell (DELL) shares surged after the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.
-Ford Motor (F) shares surged after the company's pivot toward energy storage, with shares climbing about 21% in two days. Investors are eager to embrace companies that stand to benefit from power-hungry data centers and other infrastructure to support AI, driving up stocks of companies like Caterpillar Inc. and Vertiv Holdings Co.
-Autodesk (ADSK) shares are down. Autodesk Inc. has agreed to buy MaintainX, a firm focused on maintenance tools, in an all-cash deal. MaintainX is used to manage inspections, work orders and the condition of assets across a wide variety of industries.

n this episode of Stock Movers: -Dell (DELL) shares surged after the company gave an outlook for annual sales that far surpassed analysts&rsquo; estimates, fueled by demand for servers that power artificial intelligence work. -Ford Motor (F) shares surged after the company's pivot toward energy storage, with shares climbing about 21% in two days. Investors are eager to embrace companies that stand to benefit from power-hungry data centers and other infrastructure to support AI, driving up stocks of companies like Caterpillar Inc. and Vertiv Holdings Co. -Autodesk (ADSK) shares are down. Autodesk Inc. has agreed to buy MaintainX, a firm focused on maintenance tools, in an all-cash deal. MaintainX is used to manage inspections, work orders and the condition of assets across a wide variety of industries.

Dell Surges, Ford Motor Rises, Autodesk Down After Buying MaintainX for About $3.6 Billion in Cash

On this episode of Stock Movers:
- Replimune (REPL) shares soared after the company said US regulators would reconsider its skin cancer treatment after two prior rejections. The FDA will treat the review of Replimune's application "as an urgent matter" after the company said it has "aligned on a path forward" with the agency.
- Dell (DELL) shares surged after the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work. Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts’ average estimate of $142.1 billion.
- AST Spacemobile (ASTS) shares fall as much as 19%, the most intraday since November 2024, as Deutsche Bank analyst Bryan Kraft cut his recommendation on the stock to hold from buy, citing the New Glenn rocket explosion at Cape Canaveral on Thursday.

On this episode of Stock Movers: - Replimune (REPL) shares soared after the company said US regulators would reconsider its skin cancer treatment after two prior rejections. The FDA will treat the review of Replimune's application "as an urgent matter" after the company said it has "aligned on a path forward" with the agency. - Dell (DELL) shares surged after the company gave an outlook for annual sales that far surpassed analysts&rsquo; estimates, fueled by demand for servers that power artificial intelligence work. Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts&rsquo; average estimate of $142.1 billion. - AST Spacemobile (ASTS) shares fall as much as 19%, the most intraday since November 2024, as Deutsche Bank analyst Bryan Kraft cut his recommendation on the stock to hold from buy, citing the New Glenn rocket explosion at Cape Canaveral on Thursday.

Replimune Soars, Dell Surges, AST Spacemobile Sinks as Deutsche Bank Cuts on Rocket Explosion

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7c2e40cb-fbb2-4f82-8940-b45900ef4cf7/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Dell (DELL) shares are soaringa fter the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.
- American Eagle (AEO) is lower this morning after the apparel retailer reported total comparable sales for the first quarter that missed the average analyst estimate. The company also maintained its outlook for the full year and initiated second-quarter guidance.
- Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Dell (DELL) shares are soaringa fter the company gave an outlook for annual sales that far surpassed analysts&rsquo; estimates, fueled by demand for servers that power artificial intelligence work. - American Eagle (AEO) is lower this morning after the apparel retailer reported total comparable sales for the first quarter that missed the average analyst estimate. The company also maintained its outlook for the full year and initiated second-quarter guidance. - Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix.

Dell Soars; Gap and American Eagle Miss

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/22c944c6-6f46-47ff-ac94-b45900b5c601/transcript

Desk and NetApp Gain; Gap Dips

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