On this episode of Stock Movers:
- AMD (AMD) shares soar after the company signed a deal with OpenAI for AI infrastructure that could generate tens of billions of dollars in new revenue.
- Micron (MU) shares rise after Morgan Stanley upgraded the company to overweight from equal-weight saying the chipmaker is headed for multiple quarters of double-digit price increases. 
- Verizon (VZ) shares fall after the company named Dan Schulman chief executive officer, replacing Hans Vestberg effective immediately. Vestberg will stay on through Oct. 4, 2026 to help ensure a smooth transition in leadership, including the integration with Frontier Communications.

On this episode of Stock Movers: - AMD (AMD) shares soar after the company signed a deal with OpenAI for AI infrastructure that could generate tens of billions of dollars in new revenue. - Micron (MU) shares rise after Morgan Stanley upgraded the company to overweight from equal-weight saying the chipmaker is headed for multiple quarters of double-digit price increases. - Verizon (VZ) shares fall after the company named Dan Schulman chief executive officer, replacing Hans Vestberg effective immediately. Vestberg will stay on through Oct. 4, 2026 to help ensure a smooth transition in leadership, including the integration with Frontier Communications.

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

AMD Soars, Micron Rises, Verizon Falls After Replacing CEO 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3bfeebda-c1cc-496c-be34-b36e00ed763e/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shares of Salesforce (CRM) moved higher alongside fellow software companies ServiceNow (NOW) and Check Point Software Technologies (CHKP) after Guggenheim upgraded the trio from buy to neutral, saying fears that artificial intelligence poses a mortal threat to the sector are overdone. Software stocks have been broadly pressured this year, with investors fretting that offerings from AI-native companies like Anthropic PBC or OpenAI will ravage the sector’s long-term prospects. All three stocks have been among the hardest hit from the AI-induced selloff, with declines ranging from a drop of nearly 30% at Check Point to a decline of more than 40% for Salesforce, which fell for 14 straight days last month in its longest losing streak on record.
- Shares of General Mills (GIS) posted their largest intraday gain since March 2020 after posting fourth-quarter profit that beat Wall Street expectations, lifted by higher prices. The Minneapolis-based company reported adjusted earnings per share of 95 cents, topping the average of analyst estimates. The Cheerios cereal maker also posted revenue above analysts’ expectations. General Mills had been working to win over shoppers with lower prices at a time when many are feeling pinched. Last quarter, the company faced sales declines after slashing prices across much of its portfolio, but said it has since stopped lowering prices. The company is also contending with consumers increasingly opting for less-processed options over many packaged foods. General Mills said it planned to seek $3 billion in cost savings by fiscal year 2030.
- Shares of Nike (NKE) slumped Wednesday after executives gave a cautious outlook and warned about elevated consumer anxiety, adding to investor concerns about the sportswear company’s painfully slow turnaround. Nike expects a slowdown in the coming quarter compared to the current period, citing the timing of wholesale shipments in North America among other factors. Chief Executive Officer Elliott Hill has led Nike for almost two years and progress toward recapturing growth has dragged on, sparking frustration. Management faces ever-growing pressure to produce results, with the company’s stock down 36% this year through Tuesday’s close, putting the shares on track for a fifth consecutive annual decline.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Shares of Salesforce (CRM) moved higher alongside fellow software companies ServiceNow (NOW) and Check Point Software Technologies (CHKP) after Guggenheim upgraded the trio from buy to neutral, saying fears that artificial intelligence poses a mortal threat to the sector are overdone. Software stocks have been broadly pressured this year, with investors fretting that offerings from AI-native companies like Anthropic PBC or OpenAI will ravage the sector&rsquo;s long-term prospects. All three stocks have been among the hardest hit from the AI-induced selloff, with declines ranging from a drop of nearly 30% at Check Point to a decline of more than 40% for Salesforce, which fell for 14 straight days last month in its longest losing streak on record. - Shares of General Mills (GIS) posted their largest intraday gain since March 2020 after posting fourth-quarter profit that beat Wall Street expectations, lifted by higher prices. The Minneapolis-based company reported adjusted earnings per share of 95 cents, topping the average of analyst estimates. The Cheerios cereal maker also posted revenue above analysts&rsquo; expectations. General Mills had been working to win over shoppers with lower prices at a time when many are feeling pinched. Last quarter, the company faced sales declines after slashing prices across much of its portfolio, but said it has since stopped lowering prices. The company is also contending with consumers increasingly opting for less-processed options over many packaged foods. General Mills said it planned to seek $3 billion in cost savings by fiscal year 2030. - Shares of Nike (NKE) slumped Wednesday after executives gave a cautious outlook and warned about elevated consumer anxiety, adding to investor concerns about the sportswear company&rsquo;s painfully slow turnaround. Nike expects a slowdown in the coming quarter compared to the current period, citing the timing of wholesale shipments in North America among other factors. Chief Executive Officer Elliott Hill has led Nike for almost two years and progress toward recapturing growth has dragged on, sparking frustration. Management faces ever-growing pressure to produce results, with the company&rsquo;s stock down 36% this year through Tuesday&rsquo;s close, putting the shares on track for a fifth consecutive annual decline.

Salesforce Gains on Upgrade; General Mills Beats; Nike Falls on Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/af04e8de-45ee-43c6-bdf3-b47a00eeee33/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Meta (META) share are moving on news it is developing plans for a cloud infrastructure business to sell access to AI computing power and models, competing with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud.
- General Mills (GIS) shares are moving after it posted fourth-quarter profit that beat Wall Street expectations, lifted by higher prices.
- Alcoa (AA) shares are moving on news it agreed to buy South32 Ltd.’s bauxite, alumina and aluminum assets in a deal worth as much as $5.6 billion. The acquisition significantly expands Alcoa’s integrated aluminum business, strengthening its position as one of the world’s largest producers by adding assets across the entire value chain.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Meta (META) share are moving on news it is developing plans for a cloud infrastructure business to sell access to AI computing power and models, competing with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud. - General Mills (GIS) shares are moving after it posted fourth-quarter profit that beat Wall Street expectations, lifted by higher prices. - Alcoa (AA) shares are moving on news it agreed to buy South32 Ltd.&rsquo;s bauxite, alumina and aluminum assets in a deal worth as much as $5.6 billion. The acquisition significantly expands Alcoa&rsquo;s integrated aluminum business, strengthening its position as one of the world&rsquo;s largest producers by adding assets across the entire value chain.

Meta Deal; General Mills and Alcoa

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e4659a6c-59aa-47d3-ab11-b47a00da0fb7/transcript

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

On this episode of Stock Movers:

- Nike (NKE) shares are dropping after the sneaker company said on its conference call revenue expectations for the next two quarters are now seen down low-to-mid single digits from down low single digits earlier. The company also said its 4Q results were “in line” with its expectations, but that the operating environment is “increasingly challenging,” and with sell-through also remaining “challenged.”

- Microsoft (MSFT) is ticking higher as it's set to announce more job cuts next week, citing a report from Business  Insider.

- Bloom Energy (BE) are rising after the announcement the company expanded its partnership with Brookfield from $5 billion to $25 billion to help grow the fuel cell partnership globally.

- Intuitive Machines (LUNR) shares are higher on news NASA selected Astrobotic, Firefly Aerospace and Intuitive Machines for four moon missions in late 2028 as part of the Moon Base Program.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Nike (NKE) shares are dropping after the sneaker company said on its conference call revenue expectations for the next two quarters are now seen down low-to-mid single digits from down low single digits earlier. The company also said its 4Q results were &ldquo;in line&rdquo; with its expectations, but that the operating environment is &ldquo;increasingly challenging,&rdquo; and with sell-through also remaining &ldquo;challenged.&rdquo;
- Microsoft (MSFT) is ticking higher as it's set to announce more job cuts next week, citing a report from Business &nbsp;Insider.
- Bloom Energy (BE) are rising after the announcement the company expanded its partnership with Brookfield from $5 billion to $25 billion to help grow the fuel cell partnership globally.
- Intuitive Machines (LUNR) shares are higher on news NASA selected Astrobotic, Firefly Aerospace and Intuitive Machines for four moon missions in late 2028 as part of the Moon Base Program.

Nike Drops; Microsoft Ticks Higher; Bloom Energy Rallies

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0f528da6-96d8-43ac-b545-b47a00b5ca59/transcript

AMD Soars, Micron Rises, Verizon Falls After Replacing CEO

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