On this episode of Stock Movers:
- BioNTech (BNTX) shares rise after Bristol-Myers Squibb said it will pay BioNTech SE as much as $11.1 billion to license a next-generation cancer drug. The deal includes a $1.5 billion upfront payment, $2 billion in installments through 2028, and up to $7.6 billion in milestone payments, with the partners splitting development and manufacturing costs and profits equally.
- Boeing (BA) shares gain after BofA Global Research upgraded the planemaker to buy from neutral, with analyst Ronald Epstein writing that company’s “aircraft emerged as the favored trade tool for the Trump administration in recent trade deals.”
- Nucor (NUE) shares are up after President Trump's Friday announcement that steel and aluminum tariffs will double to 50% on June 4th.

On this episode of Stock Movers: - BioNTech (BNTX) shares rise after Bristol-Myers Squibb said it will pay BioNTech SE as much as $11.1 billion to license a next-generation cancer drug. The deal includes a $1.5 billion upfront payment, $2 billion in installments through 2028, and up to $7.6 billion in milestone payments, with the partners splitting development and manufacturing costs and profits equally. - Boeing (BA) shares gain after BofA Global Research upgraded the planemaker to buy from neutral, with analyst Ronald Epstein writing that company&rsquo;s &ldquo;aircraft emerged as the favored trade tool for the Trump administration in recent trade deals.&rdquo; - Nucor (NUE) shares are up after President Trump's Friday announcement that steel and aluminum tariffs will double to 50% on June 4th.

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

BioNTech Rises, Boeing Gains, Nucor Up After Trump Steel Announcement

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/079fe7a5-6af1-4d81-90e0-b2f000fe89ab/transcript

On this episode of Stock Movers:

- Oracle (ORCL) shares soar after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.

- Nike (NKE) shares rise after Barclays upgraded the sportswear retailer to overweight from equal-weight, citing recent operational progress, financial inflections, and management’s disciplined actions. Analyst Adrienne Yih acknowledges ongoing risks but notes that the risk/reward profile has shifted favorably “making NKE an attractive tactical investment opportunity at this stage.”

- Campbells (CPB) shares drop after the company cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. 

On this episode of Stock Movers:
- Oracle (ORCL) shares soar after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.
- Nike (NKE) shares rise after Barclays upgraded the sportswear retailer to overweight from equal-weight, citing recent operational progress, financial inflections, and management&rsquo;s disciplined actions. Analyst Adrienne Yih acknowledges ongoing risks but notes that the risk/reward profile has shifted favorably &ldquo;making NKE an attractive tactical investment opportunity at this stage.&rdquo;
- Campbells (CPB) shares drop after the company cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods.&nbsp;

Oracle Soars, Nike Rises, Campbells Drops After Cutting Profit Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/89117df8-a607-4b75-81b8-b40a00fa4558/transcript

On this episode of Stock Movers:

- Uber (UBER) shares jump after news the company will let customers hail robotaxis from Amazon's Zoox, starting in Las Vegas this summer. Zoox vehicles will also be available on the Uber app in Los Angeles, starting next year, as part of a multiyear agreement between Uber and Zoox.

- Oracle (ORCL) shares increased in early trading after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle's infrastructure business jumped to $4.9 billion in the three months ended Feb. 28, surpassing analysts' expectations and up from the previous quarter.

- Campbells (CPB) shares drop after the company cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. 

On this episode of Stock Movers:
- Uber (UBER) shares jump after news the company will let customers hail robotaxis from Amazon's Zoox, starting in Las Vegas this summer. Zoox vehicles will also be available on the Uber app in Los Angeles, starting next year, as part of a multiyear agreement between Uber and Zoox.
- Oracle (ORCL) shares increased in early trading after the company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle's infrastructure business jumped to $4.9 billion in the three months ended Feb. 28, surpassing analysts' expectations and up from the previous quarter.
- Campbells (CPB) shares drop after the company cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods.&nbsp;

Uber Jumps, Oracle Soars, Campbells Drops After Cutting Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a138e1ba-a0e8-4cdd-ad03-b40a00eae601/transcript

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

On this episode of Stock Movers:

- Oracle (ORCL) shares soared in early trading after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing.  

- Campbell’s (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. 

- Nvidia (NVDA). will invest $2 billion in Nebius Group (NBIS) as part of a strategic partnership to develop and build artificial intelligence data centers, as the world’s most valuable firm continues to pour money into companies that buy its chips. 

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Oracle (ORCL) shares soared in early trading after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. &nbsp;
- Campbell&rsquo;s (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods.&nbsp;
- Nvidia (NVDA). will invest $2 billion in Nebius Group (NBIS) as part of a strategic partnership to develop and build artificial intelligence data centers, as the world&rsquo;s most valuable firm continues to pour money into companies that buy its chips.&nbsp;

Oracle Soars on Strong AI Cloud Sales; Campbell’s Cuts Outlook; Nvidia Invests $2 Billion to Nebius

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2fd42aab-331f-49fd-a47d-b40a00de4c61/transcript

BioNTech Rises, Boeing Gains, Nucor Up After Trump Steel Announcement

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