On this episode of Stock Movers:

- Novo Nordisk shares gained on expectations that competition for its blockbuster obesity shot Wegovy will subside later this year.

- BMW’s earnings declined less than expected in the first quarter as electric vehicle sales in Europe helped buoy the German carmaker amid slumping demand in China and the threat of US tariffs.

- Maersk and other European sea-freight stocks decline on the prospect of lower shipping rates after President Donald Trump said the US would stop its bombing campaign against Houthis in Yemen.

On this episode of Stock Movers:
- Novo Nordisk shares gained on expectations that competition for its blockbuster obesity shot Wegovy will subside later this year.
- BMW&rsquo;s earnings declined less than expected in the first quarter as electric vehicle sales in Europe helped buoy the German carmaker amid slumping demand in China and the threat of US tariffs.
- Maersk and other European sea-freight stocks decline on the prospect of lower shipping rates after President Donald Trump said the US would stop its bombing campaign against Houthis in Yemen.

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

Novo Nordisk Gains, Maersk Slumps, BMW's EV Upside

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/89087cad-4988-473e-9166-b2d600866e01/transcript

On this episode of Stock Movers:
- AMD (AMD) shares soared to new heights after a flood of data center spending bolstered its sales forecast. AMD gave robust predictions for its longer-term growth, sending the shares up 20% in New York on Wednesday, their biggest gain since October.
- Corning (GLW) shares rise. Nvidia Corp. has bought $500 million worth of rights for shares in Corning Inc. as part of a partnership to expand artificial intelligence infrastructure. Corning will increase US fiber production capacity by more than 50% to supply optical fiber for AI data centers and will construct three new complexes in North Carolina and Texas.
- Arista Networks (ANET) shares drop. Arista Networks shares are down after the cloud-networking company’s first-quarter results beat expectations but it also gave an outlook that was seen as cautious, especially in the wake of recent strength. Analysts remain positive on the company’s long-term prospects, and many recommended buying on weakness.

On this episode of Stock Movers: - AMD (AMD) shares soared to new heights after a flood of data center spending bolstered its sales forecast. AMD gave robust predictions for its longer-term growth, sending the shares up 20% in New York on Wednesday, their biggest gain since October. - Corning (GLW) shares rise. Nvidia Corp. has bought $500 million worth of rights for shares in Corning Inc. as part of a partnership to expand artificial intelligence infrastructure. Corning will increase US fiber production capacity by more than 50% to supply optical fiber for AI data centers and will construct three new complexes in North Carolina and Texas. - Arista Networks (ANET) shares drop. Arista Networks shares are down after the cloud-networking company&rsquo;s first-quarter results beat expectations but it also gave an outlook that was seen as cautious, especially in the wake of recent strength. Analysts remain positive on the company&rsquo;s long-term prospects, and many recommended buying on weakness.

AMD Gains, Corning Rises, Arista Networks Falls as Results Don’t Live Up to High Hopes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/78d33f2e-dba7-4362-8a60-b44200fb67c4/transcript

On this episode of Stock Movers:
- AMD (AMD) shares soared to new heights after a flood of data center spending bolstered its sales forecast. AMD gave robust predictions for its longer-term growth, sending the shares up 20% in New York on Wednesday, their biggest gain since October.
- Walt Disney (DIS) shares rise. Walt Disney Co. posted stronger results than Wall Street expected thanks to improved profitability at its streaming business and guests spending more at the company’s resorts and on cruises. Operating income at all three of Disney’s divisions beat analysts’ expectations, and the company expects earnings per share to grow 12% this fiscal year.
- CVS Health (CVS) shares gain. CVS raised its earnings outlook for the year after profit and revenue in the first quarter exceeded analyst expectations. Company increased its outlook for 2026 adjusted earnings to $7.30 to $7.50 a share, which is above Wall Street estimates.

On this episode of Stock Movers: - AMD (AMD) shares soared to new heights after a flood of data center spending bolstered its sales forecast. AMD gave robust predictions for its longer-term growth, sending the shares up 20% in New York on Wednesday, their biggest gain since October. - Walt Disney (DIS) shares rise. Walt Disney Co. posted stronger results than Wall Street expected thanks to improved profitability at its streaming business and guests spending more at the company&rsquo;s resorts and on cruises. Operating income at all three of Disney&rsquo;s divisions beat analysts&rsquo; expectations, and the company expects earnings per share to grow 12% this fiscal year. - CVS Health (CVS) shares gain. CVS raised its earnings outlook for the year after profit and revenue in the first quarter exceeded analyst expectations. Company increased its outlook for 2026 adjusted earnings to $7.30 to $7.50 a share, which is above Wall Street estimates.

AMD Soars, Walt Disney Rises, CVS Health Gains After Boosting Outlook for 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cd0e129e-41d3-454e-87a5-b44200ec76a2/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Corning Inc (GLW) is rising this morning on news Nvidia bought $500 million worth of rights for shares in the fiber-optic cable maker as part of a broader partnership between the two companies aimed at expanding AI infrastructure. 
- Disney (DIS) shares are higher this morning after the company posted stronger results than Wall Street expected thanks to improved profitability at its streaming business and guests spending more at the company’s resorts and on cruises.
- Advanced Micro Devices (AMD) soared to new heights in early trading after a flood of data center spending bolstered its sales forecast. AMD gave robust predictions for its longer-term growth, sending the shares up 19% in premarket trading, and it’s poised to hit a record high if the gains extend into regular trading.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Corning Inc (GLW) is rising this morning on news Nvidia bought $500 million worth of rights for shares in the fiber-optic cable maker as part of a broader partnership between the two companies aimed at expanding AI infrastructure. - Disney (DIS) shares are higher this morning after the company posted stronger results than Wall Street expected thanks to improved profitability at its streaming business and guests spending more at the company&rsquo;s resorts and on cruises. - Advanced Micro Devices (AMD) soared to new heights in early trading after a flood of data center spending bolstered its sales forecast. AMD gave robust predictions for its longer-term growth, sending the shares up 19% in premarket trading, and it&rsquo;s poised to hit a record high if the gains extend into regular trading.

Corning-Nvidia Deal; Disney Earnings Beat; AMD Soars

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/acd09ec7-978c-4a60-a5d4-b44200da67fd/transcript

Novo Nordisk Gains, Maersk Slumps, BMW's EV Upside

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