On this episode of Stock Movers:
- Applied Materials (AMAT) shares fall after the company gave a disappointing sales and profit forecast, renewing concerns that the US trade dispute with China is weighing on demand. Chief Executive Officer Gary Dickerson said the company is seeing less demand from customers in China and faces delays in approval for exporting technology to that country.
- Roblox (RBLX) shares fall following news that Louisiana Attorney General Liz Murrill had filed suit against the video-game company. TD Cowen affirmed a sell rating on the stock, and wrote that “regulatory risk is non-negligible” at the company.
- UnitedHealth (UNH) shares surge after funds piled into the company, which has been hampered by a federal probe into its business practices and weakening results. The investments were a welcome reprieve for a company that had seen its stock fall 46% this year.

On this episode of Stock Movers: - Applied Materials (AMAT) shares fall after the company gave a disappointing sales and profit forecast, renewing concerns that the US trade dispute with China is weighing on demand. Chief Executive Officer Gary Dickerson said the company is seeing less demand from customers in China and faces delays in approval for exporting technology to that country. - Roblox (RBLX) shares fall following news that Louisiana Attorney General Liz Murrill had filed suit against the video-game company. TD Cowen affirmed a sell rating on the stock, and wrote that &ldquo;regulatory risk is non-negligible&rdquo; at the company. - UnitedHealth (UNH) shares surge after funds piled into the company, which has been hampered by a federal probe into its business practices and weakening results. The investments were a welcome reprieve for a company that had seen its stock fall 46% this year.

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

Applied Materials Falls, Roblox Drops, UnitedHealth Surges on Funds Piled Into Company

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f4db7e72-3bac-4fa3-a5be-b33a00fa2ac0/transcript

On this episode of Stock Movers:

- Meta (META) shares rise after news it will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group NV. This comes as it spends aggressively to compete with the industry’s top frontier models. Reuters also reported on Friday that the social media giant is planning layoffs that could affect 20% or more of the company.

- Nebius (NBIS) shares gain. Nebius Group NV is being started with a buy rating and $169 price target at Citi, which sees strong growth potential for the cloud-computing provider. Meta will also spend up to $27 billion on Nebius AI infrastructure.

- Dollar Tree (DLTR) shares gain. Sales are projected to be as much as $20.7 billion this year, with growth of about 7%, following a gain of 10% last fiscal year. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies that boosted results last quarter.

On this episode of Stock Movers:
- Meta (META) shares rise after news it will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group NV. This comes as it spends aggressively to compete with the industry&rsquo;s top frontier models. Reuters also reported on Friday that the social media giant is planning layoffs that could affect 20% or more of the company.
- Nebius (NBIS) shares gain. Nebius Group NV is being started with a buy rating and $169 price target at Citi, which sees strong growth potential for the cloud-computing provider. Meta will also spend up to $27 billion on Nebius AI infrastructure.
- Dollar Tree (DLTR) shares gain. Sales are projected to be as much as $20.7 billion this year, with growth of about 7%, following a gain of 10% last fiscal year. The company is shifting merchandise in stores to sell more goods in a range of $3 to $5, including toys and party supplies that boosted results last quarter.

Meta Rises, Nebius Up, Dollar Tree Gains on Sales Projection

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/297e74c0-a133-4730-b10e-b40f00eb143d/transcript

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

On this episode of Stock Movers:

- Meta Platforms (META) will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group (NBIS) as it spends aggressively to compete with the industry’s top frontier models.

- National Storage Affiliates (NSA) shares are soaring after Public Storage agreed to acquire the company for $41.68 per share. The stock last closed at $30.94.

- Dollar Tree (DLTR) gave a mixed annual outlook, raising some doubts about its ability to keep winning over shoppers with low prices.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Meta Platforms (META) will pay as much as $27 billion over the next five years for access to artificial intelligence infrastructure from cloud provider Nebius Group (NBIS) as it spends aggressively to compete with the industry&rsquo;s top frontier models.
- National Storage Affiliates (NSA) shares are soaring after Public Storage agreed to acquire the company for $41.68 per share. The stock last closed at $30.94.
- Dollar Tree (DLTR) gave a mixed annual outlook, raising some doubts about its ability to keep winning over shoppers with low prices.

Nebius' Deal With Meta; National Storage Soars; Dollar Tree Sees Growth Slowing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f2d59947-7975-4476-953a-b40f00d81d43/transcript

On this episode of Stock Movers:
- Dollar Tree (DLTR) forecast net sales for the full year; the guidance missed the average analyst estimate.
- Meta Platforms (META) will pay as much as $27 billion over the next five years for access to cutting-edge artificial intelligence infrastructure from cloud provider Nebius Group NV as it spends aggressively to compete with the industry’s top frontier models.
- Micron Technology (MU) announced it has completed the acquisition and assumed ownership of Powerchip Semiconductor Manufacturing Corporation's P5 site in Tongluo, Miaoli County, Taiwan, under the acquisition agreement previously announced on January 17, 2026.

On this episode of Stock Movers: - Dollar Tree (DLTR) forecast net sales for the full year; the guidance missed the average analyst estimate. - Meta Platforms (META) will pay as much as $27 billion over the next five years for access to cutting-edge artificial intelligence infrastructure from cloud provider Nebius Group NV as it spends aggressively to compete with the industry&rsquo;s top frontier models. - Micron Technology (MU) announced it has completed the acquisition and assumed ownership of Powerchip Semiconductor Manufacturing Corporation's P5 site in Tongluo, Miaoli County, Taiwan, under the acquisition agreement previously announced on January 17, 2026.

Dollar Tree Misses Estimates; Meta to Spend on AI Infrastructure; Micron Closes Purchase Tongluo P5 Site

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/512b8520-0563-440b-96d7-b40f00b5a909/transcript

Applied Materials Falls, Roblox Drops, UnitedHealth Surges on Funds Piled Into Company

In 1 playlist(s)

Stock Movers

Social links

Follow podcast

Recent clips