On This episode of Stock Movers:
- Orsted filed a legal complaint after the Trump administration suspended the lease of a wind project that’s near completion off Rhode Island. Orsted rose as much as 3.7% at the open on Friday. 
- BE Semiconductor Industries climbs as much as 8.2% on Friday, the most since October, boosted by a rally in Asian technology stocks, led by chipmakers and artificial intelligence-related names. 
- British American Tobacco shares fall as much as 2.7%, hitting the lowest intraday level since Dec. 9., after its Indian subsidiary ITC dropped in response to the government’s move to sharply raise excise duty on cigarettes.

On This episode of Stock Movers: - Orsted filed a legal complaint after the Trump administration suspended the lease of a wind project that&rsquo;s near completion off Rhode Island. Orsted rose as much as 3.7% at the open on Friday. - BE Semiconductor Industries climbs as much as 8.2% on Friday, the most since October, boosted by a rally in Asian technology stocks, led by chipmakers and artificial intelligence-related names. - British American Tobacco shares fall as much as 2.7%, hitting the lowest intraday level since Dec. 9., after its Indian subsidiary ITC dropped in response to the government&rsquo;s move to sharply raise excise duty on cigarettes.

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

BE Semiconductor Up, Orsted Rises, BAT Down 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/07ff075f-4c9b-44dd-ae52-b3c600a6b736/transcript

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

On this episode of Stock Movers: 

- Sandisk (SNDK) shares rallied as much as 11% on Monday following news it’s being added to the Nasdaq 100 Index next week and Citigroup boosted its price target on the stock. The memory storage company’s shares are up nearly 50% this month and trading at a fresh record and are up more than 2,500% from its February 2025 debut.

- LVMH (LVMH) shares declined after sales at its biggest division fell at the start of this year as the war in the Middle East crimped demand for Louis Vuitton and Dior products. Organic revenue at the key fashion and leather goods unit dropped by 2% in the first quarter, LVMH Moët Hennessy Louis Vuitton SE said in a statement Monday, worse than the 0.05% decline expected by analysts. Overall, group organic sales rose by 1%, trailing estimates. LVMH’s business in the region, which represents around 6% of total sales, suffered after a “very positive start to the year,” the Paris-based company said. The war reduced group organic growth by about 1 percentage point for the quarter, it said. The Middle East is “quite a profitable” market for LVMH and demand there is still “very much down”, Chief Financial Officer Cécile Cabanis told analysts in a call. Had it not been for the war, performance of the fashion and leather goods unit would have been “flattish” during the quarter instead of negative, she added.

- CoreWeave (CRWV) shares traded higher on Monday after Macquarie upgraded the cloud-computing provider to outperform from neutral.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:&nbsp;
- Sandisk (SNDK) shares rallied as much as 11% on Monday following news it&rsquo;s being added to the Nasdaq 100 Index next week and Citigroup boosted its price target on the stock. The memory storage company&rsquo;s shares are up nearly 50% this month and trading at a fresh record and are up more than 2,500% from its February 2025 debut.
- LVMH (LVMH) shares declined after sales at its biggest division fell at the start of this year as the war in the Middle East crimped demand for Louis Vuitton and Dior products. Organic revenue at the key fashion and leather goods unit dropped by 2% in the first quarter, LVMH Mo&euml;t Hennessy Louis Vuitton SE said in a statement Monday, worse than the 0.05% decline expected by analysts. Overall, group organic sales rose by 1%, trailing estimates. LVMH&rsquo;s business in the region, which represents around 6% of total sales, suffered after a &ldquo;very positive start to the year,&rdquo; the Paris-based company said. The war reduced group organic growth by about 1 percentage point for the quarter, it said. The Middle East is &ldquo;quite a profitable&rdquo; market for LVMH and demand there is still &ldquo;very much down&rdquo;, Chief Financial Officer C&eacute;cile Cabanis told analysts in a call. Had it not been for the war, performance of the fashion and leather goods unit would have been &ldquo;flattish&rdquo; during the quarter instead of negative, she added.
- CoreWeave (CRWV) shares traded higher on Monday after Macquarie upgraded the cloud-computing provider to outperform from neutral.

Sandisk Jumps, LVHM Sinks, CoreWeave Trades Higher

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/afbb1cc9-5da1-46f3-b132-b42b016aea1e/transcript

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

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 Katie Greifeld, Isabelle Lee, Carol Massar and Bailey Lipschultz.

- Shares of Dell (DELL) and HP (HP) jumped after a report from website SemiAccurate that Nvidia Corp. was seeking an acquisition that would “reshape the PC landscape.”The website said Nvidia has been negotiating for more than a year to buy “a large company.” Dell and HP are among the top PC vendors in the world. HP, based in Palo Alto, California, has 19% of the global market in the first quarter, trailing just Lenovo Group Ltd., which had a share of almost 27%, according to Gartner Inc., an industry research firm. Dell, based in Round Rock, Texas, had about 17% market share, the firm said.

- Oracle (ORCL) rallied for its best day since September after it made several announcements aimed at helping utilities cut costs with its Utilities Industry Suite. 

- Goldman Sachs (GS) saw its shares fall in trading on Monday after it released its quarterly earnings. The bank announced a surprise drop in bond- and rates-trading revenue that cast a shadow over another record quarter from the bank’s equities team, prompting Chief Executive Officer David Solomon to point the finger at analysts for setting the bar so high. “A lot of this has to do with expectations that are set in the research community,” Solomon said Monday on a conference call with analysts. “It was the 10th-best FICC quarter ever.” Goldman’s results offer one of the first glimpses into how Wall Street fared in a volatile period. Its equities traders rode the wave to a banner quarter, beating their own previous all-time quarterly high by more than $1 billion. But its fixed-income, currency and commodities business posted revenue of $4.01 billion, down 10% from a year earlier and more than $800 million below the consensus of analyst estimates, according to a statement.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:&nbsp;
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Katie Greifeld, Isabelle Lee, Carol Massar and Bailey Lipschultz.
- Shares of Dell (DELL) and HP (HP) jumped after a report from website SemiAccurate that Nvidia Corp. was seeking an acquisition that would &ldquo;reshape the PC landscape.&rdquo;The website said Nvidia has been negotiating for more than a year to buy &ldquo;a large company.&rdquo; Dell and HP are among the top PC vendors in the world. HP, based in Palo Alto, California, has 19% of the global market in the first quarter, trailing just Lenovo Group Ltd., which had a share of almost 27%, according to Gartner Inc., an industry research firm. Dell, based in Round Rock, Texas, had about 17% market share, the firm said.
- Oracle (ORCL) rallied for its best day since September after it made several announcements aimed at helping utilities cut costs with its Utilities Industry Suite.&nbsp;
- Goldman Sachs (GS) saw its shares fall in trading on Monday after it released its quarterly earnings. The bank announced a surprise drop in bond- and rates-trading revenue that cast a shadow over another record quarter from the bank&rsquo;s equities team, prompting Chief Executive Officer David Solomon to point the finger at analysts for setting the bar so high. &ldquo;A lot of this has to do with expectations that are set in the research community,&rdquo; Solomon said Monday on a conference call with analysts. &ldquo;It was the 10th-best FICC quarter ever.&rdquo; Goldman&rsquo;s results offer one of the first glimpses into how Wall Street fared in a volatile period. Its equities traders rode the wave to a banner quarter, beating their own previous all-time quarterly high by more than $1 billion. But its fixed-income, currency and commodities business posted revenue of $4.01 billion, down 10% from a year earlier and more than $800 million below the consensus of analyst estimates, according to a statement.

Closing Bell: Dell & HP Rally, Oracle Jumps, Goldman Slides on Earnings Disappointment

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c0239f19-1f7b-478a-85be-b42b014d7224/transcript

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

On this episode of Stock Movers:

- Dell (DELL) & HP (HPQ) shares jumped after a report from website SemiAccurate that Nvidia Corp. was seeking an acquisition that would “reshape the PC landscape.” The website said Nvidia has been negotiating for more than a year to buy “a large company.”

- Goldman Sachs (GS) stocks fell after a surprise drop in bond- and rates-trading revenue cast a shadow over another record quarter from the bank’s equities team, prompting Chief Executive Officer David Solomon to point the finger at analysts for setting the bar so high.

- Best Buy (BBY) shares sank after Goldman Sachs analyst Kate McShane cut her recommendation on the electronics and appliance retailer to sell from buy.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Dell (DELL) &amp; HP (HPQ) shares jumped after a report from website SemiAccurate that Nvidia Corp. was seeking an acquisition that would &ldquo;reshape the PC landscape.&rdquo; The website said Nvidia has been negotiating for more than a year to buy &ldquo;a large company.&rdquo;
- Goldman Sachs (GS) stocks fell after a surprise drop in bond- and rates-trading revenue cast a shadow over another record quarter from the bank&rsquo;s equities team, prompting Chief Executive Officer David Solomon to point the finger at analysts for setting the bar so high.
- Best Buy (BBY) shares sank after Goldman Sachs analyst Kate McShane cut her recommendation on the electronics and appliance retailer to sell from buy.

Dell and HP Surge, Goldman Sachs Falls, Best Buy Sinks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a9d24a2d-cfd8-40d5-9e9d-b42b013b25c3/transcript

BE Semiconductor Up, Orsted Rises, BAT Down

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