On this episode of Stock Movers:

- Alphabet (GOOG) shares drop after the company announced talks with Marvell Technology to develop two new chips to run AI models more efficiently.

- Adobe (ADBE) shares gain as the Wall Street Journal reports that the creative software maker is releasing AI agents that will help enterprise customers automate functions such as digital marketing. 

- Compass Pathways (CMPS) shares higher after CBS reports that President Trump is set to sign an order as soon as this week that would signal willingness to further research the psychedelic drug ibogaine.

On this episode of Stock Movers:
- Alphabet (GOOG) shares drop after the company announced talks with Marvell Technology to develop two new chips to run AI models more efficiently.
- Adobe (ADBE) shares gain as the Wall Street Journal reports that the creative software maker is releasing AI agents that will help enterprise customers automate functions such as digital marketing.&nbsp;
- Compass Pathways (CMPS) shares higher after CBS reports that President Trump is set to sign an order as soon as this week that would signal willingness to further research the psychedelic drug ibogaine.

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

Alphabet Drops, Adobe Gains, Compass Pathways Rises on Trump's Order Ease FDA Restrictions on Psychedelics 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e753f997-9124-4814-be94-b43200eb3850/transcript

On this episode of Stock Movers:

-  Eli Lilly (LLY) shares sunk after the company agreed to buy Kelonia Therapeutics for as much as $7 billion, gaining access to a potential cutting-edge treatment for blood cancer.

- Compass Pathways (CMPS) shares higher after CBS reports that President Trump is set to sign an order as soon as this week that would signal willingness to further research the psychedelic drug ibogaine. 

- Fermi (FRMI) shares plunge after after the power company said its chief executive officer and chief financial officers have stepped down as the firm tries to secure its first customer.

On this episode of Stock Movers:
- &nbsp;Eli Lilly (LLY) shares sunk after the company agreed to buy Kelonia Therapeutics for as much as $7 billion, gaining access to a potential cutting-edge treatment for blood cancer.
- Compass Pathways (CMPS) shares higher after CBS reports that President Trump is set to sign an order as soon as this week that would signal willingness to further research the psychedelic drug ibogaine.&nbsp;
- Fermi (FRMI) shares plunge after after the power company said its chief executive officer and chief financial officers have stepped down as the firm tries to secure its first customer.

Lilly Gains, Compass Pathways Rises, Fermi Sinks After CEO, CFO Step Down

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2db95190-ef24-4642-8e63-b43200fae03a/transcript

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Jersey Mike’s Subs, the sandwich chain with more than 3,000 locations, submitted a confidential filing with the US Securities and Exchange Commission for its initial public offering. The Blackstone Inc.-backed (BX) company said in a statement that the number of shares to be offered and the price range for the proposed offering have not yet been determined. The company is working with Morgan Stanley, JPMorgan Chase & Co., and Jefferies Financial Group Inc. and seeking to complete a first-time share sale as soon as the third quarter of this year, Bloomberg News has reported. Jersey Mike’s is seeking a valuation of at least $12 billion and the IPO is anticipated to raise more than $1 billion, people familiar said at the time.

- Honeywell International Inc. (HON) agreed to divest its productivity solutions and services business to industrial manufacturer Brady Corp., the latest move by Honeywell to reshape its portfolio as it pursues a multipart breakup. Brady will pay $1.4 billion in cash for the business, according to a statement Monday that confirmed an earlier report by Bloomberg News. The deal is expected to be completed in the second half of this year. Honeywell’s productivity solutions and services business, known as PSS, is a provider of mobile computers, barcode scanners and printing solutions for the logistics market and had about $1.1 billion in revenue in 2025.

- QXO Inc. (QXO) said it’s acquiring insulation company TopBuild Corp. (BLD) for about $17 billion, making QXO the second-largest publicly traded building products distributor in North America. QXO’s offer values TopBuild at $505 per share, a 23% premium to the stock’s closing price of $410.31 on Friday. QXO plans to pay up to a cap of 45% of the aggregate transaction value in cash and offer up to 20.2 shares of its common stock for the remainder. The transaction, which is expected to close in the third quarter of 2026, would follow QXO’s acquisitions of Beacon Roofing Supply Inc. in 2025 and Kodiak Building Partners this year.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Jersey Mike&rsquo;s Subs, the sandwich chain with more than 3,000 locations, submitted a confidential filing with the US Securities and Exchange Commission for its initial public offering. The Blackstone Inc.-backed (BX) company said in a statement that the number of shares to be offered and the price range for the proposed offering have not yet been determined. The company is working with Morgan Stanley, JPMorgan Chase &amp; Co., and Jefferies Financial Group Inc. and seeking to complete a first-time share sale as soon as the third quarter of this year, Bloomberg News has reported. Jersey Mike&rsquo;s is seeking a valuation of at least $12 billion and the IPO is anticipated to raise more than $1 billion, people familiar said at the time.
- Honeywell International Inc. (HON) agreed to divest its productivity solutions and services business to industrial manufacturer Brady Corp., the latest move by Honeywell to reshape its portfolio as it pursues a multipart breakup. Brady will pay $1.4 billion in cash for the business, according to a statement Monday that confirmed an earlier report by Bloomberg News. The deal is expected to be completed in the second half of this year. Honeywell&rsquo;s productivity solutions and services business, known as PSS, is a provider of mobile computers, barcode scanners and printing solutions for the logistics market and had about $1.1 billion in revenue in 2025.
- QXO Inc. (QXO) said it&rsquo;s acquiring insulation company TopBuild Corp. (BLD) for about $17 billion, making QXO the second-largest publicly traded building products distributor in North America. QXO&rsquo;s offer values TopBuild at $505 per share, a 23% premium to the stock&rsquo;s closing price of $410.31 on Friday. QXO plans to pay up to a cap of 45% of the aggregate transaction value in cash and offer up to 20.2 shares of its common stock for the remainder. The transaction, which is expected to close in the third quarter of 2026, would follow QXO&rsquo;s acquisitions of Beacon Roofing Supply Inc. in 2025 and Kodiak Building Partners this year.

Jersey Mike's IPO Filing; Honeywell to Divest PSS; QXO to Buy TopBuild

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bede8948-48e9-4cbf-96c3-b43200dd650f/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- QXO Inc. (QXO) said it’s acquiring insulation company TopBuild Corp. (BLD) for about $17 billion, making QXO the second-largest publicly traded building products distributor in North America. QXO’s offer values TopBuild at $505 per share, a 23% premium to the stock’s closing price of $410.31 on Friday. QXO plans to pay up to a cap of 45% of the aggregate transaction value in cash and offer up to 20.2 shares of its common stock for the remainder. The transaction, which is expected to close in the third quarter of 2026, would follow QXO’s acquisitions of Beacon Roofing Supply Inc. in 2025 and Kodiak Building Partners this year.
- USA Rare Earth (USAR) says that it has agreed to acquire Serra Verde Group for about $2.8 billion in cash and stock. The deal includes $300 million cash and 126.849 million newly issued USAR shares. Serra Verde is expected to deliver $550-$650 million annualized EBITDA by the end of 2027, while the combined company projected to generate about $1.8 billion EBITDA in 2030. Serra Verde's Thras Moraitis will join as President and Board Director as part of the deal that's expected to close in the third quarter.
- Shares of American Airlines Group Inc. (AAL) fell in premarket trading after the company said it’s not engaged with or interested in any discussions regarding a merger with rival United Airlines Holdings Inc. (UAL), dampening the prospect of a tie-up that could reshape the industry. United’s Chief Executive Officer Scott Kirby had floated the possible combination directly to President Trump in February, Bloomberg reported earlier this week. American signaled that such a merger would be a bad deal in a statement late Friday. United representatives declined to comment.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - QXO Inc. (QXO) said it&rsquo;s acquiring insulation company TopBuild Corp. (BLD) for about $17 billion, making QXO the second-largest publicly traded building products distributor in North America. QXO&rsquo;s offer values TopBuild at $505 per share, a 23% premium to the stock&rsquo;s closing price of $410.31 on Friday. QXO plans to pay up to a cap of 45% of the aggregate transaction value in cash and offer up to 20.2 shares of its common stock for the remainder. The transaction, which is expected to close in the third quarter of 2026, would follow QXO&rsquo;s acquisitions of Beacon Roofing Supply Inc. in 2025 and Kodiak Building Partners this year. - USA Rare Earth (USAR) says that it has agreed to acquire Serra Verde Group for about $2.8 billion in cash and stock. The deal includes $300 million cash and 126.849 million newly issued USAR shares. Serra&nbsp;Verde&nbsp;is expected to deliver $550-$650 million annualized EBITDA by the end of 2027, while the combined company projected to generate about $1.8 billion EBITDA in 2030. Serra&nbsp;Verde's Thras Moraitis will join as President and Board Director as part of the deal that's expected to close in the third quarter. - Shares of American Airlines Group Inc. (AAL) fell in premarket trading after the company said it&rsquo;s not engaged with or interested in any discussions regarding a merger with rival United Airlines Holdings Inc. (UAL), dampening the prospect of a tie-up that could reshape the industry. United&rsquo;s Chief Executive Officer Scott Kirby had floated the possible combination directly to President Trump in February, Bloomberg reported earlier this week. American signaled that such a merger would be a bad deal in a statement late Friday. United representatives declined to comment.

QXO to Buy TopBuild; USA Rare Earth; American 'Not Interested' in United Merger

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5e2a13c3-eec6-4716-b2a7-b43200b58bb3/transcript

Alphabet Drops, Adobe Gains, Compass Pathways Rises on Trump's Order Ease FDA Restrictions on Psychedelics

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