On this episode of Stock Movers:

- BofA Global Research cuts recommendations on BP and Shell as lower oil and gas prices and deflating refining margins “leave the sector grappling for more free cash flow cushions than it is already sitting on.”
- Ocado shares rise as much as 16%, the most since July, after the online grocer said it will receive a $350 million cash payment from Kroger to compensate for the US grocer’s decision to close three automated warehouses and to not go ahead with another.
- Greggs rose 7%. Trading volume was quadruple the average for this time of day.

On this episode of Stock Movers: - BofA Global Research cuts recommendations on BP and Shell as lower oil and gas prices and deflating refining margins &ldquo;leave the sector grappling for more free cash flow cushions than it is already sitting on.&rdquo; - Ocado shares rise as much as 16%, the most since July, after the online grocer said it will receive a $350 million cash payment from Kroger to compensate for the US grocer&rsquo;s decision to close three automated warehouses and to not go ahead with another. - Greggs rose 7%. Trading volume was quadruple the average for this time of day.

Listen for five-minute conversations on today's biggest winners and losers in the stock market. Subscribe for analysis on the companies making news on Wall Street.

Listen for five-minute conversations on today's biggest winners and losers in the stock market. Subscribe for analysis on the companies making news on Wall Street.

Listen for news on today's biggest winners and losers in the stock market.

Stock Movers

BP Downgraded, Ocado Leaps, Greggs Up  

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1907500e-f20e-4756-b937-b3aa009b593f/transcript

On this episode of Stock Movers, we look at some of the biggest movers of the week:

- Netflix (NFLX) agreed to buy Warner Bros. Discovery (WBD), marking a seismic shift in the entertainment business as a Silicon Valley-bred streaming giant tries to swallow one of Hollywood’s oldest and most revered studios. The acquisition, which confirmed a Bloomberg report Thursday, presents a strategic pivot for Netflix, which has never made a deal of this scope in its 28-year history. With the purchase, Netflix becomes owner of the HBO network, along with its library of hit shows like The Sopranos and The White Lotus. Warner Bros. assets also include its sprawling studios in Burbank, California, along with a vast film and TV archive that includes Harry Potter and Friends. Netflix shares were down 3.5% Friday afternoon in New York. They have declined about 17% since the streaming leader emerged as an interested party in October. Some investors and analysts have interpreted this deal to mean Netflix was worried it couldn’t expand its current business, a theory co-CEO Greg Peters dismissed. Warner Bros. stock was up about 5.2% midday in New York. It has almost doubled since reports of deal talks with Paramount emerged in September.

- Microsoft (MSFT) shares slid on Wednesday after the Information reported that the software maker has lowered expectations for getting business customers to spend money on the cloud unit’s marketplace for artificial intelligence models and agents. The stock fell as much as 3% in New York on Wednesday, but pared the drop as analysts and investors digested the Information report.

- Salesforce (CRM) gave an outlook for revenue in the current period on Wednesday that topped analysts’ estimates, suggesting the software company is persuading customers to buy its AI tools. The revenue forecast includes 3 percentage points of growth from Informatica, a data integration software maker that Salesforce acquired last month in an $8 billion deal. The outlook for current remaining performance obligations includes 4 percentage points from Informatica. The shares gained about 5% in extended trading after closing at $238.72 in New York. The stock has dropped 29% this year through Wednesday’s close as investors have grown concerned about AI disrupting incumbent application software makers. It continued to rally through trading on Friday.

On this episode of Stock Movers, we look at some of the biggest movers of the week: - Netflix (NFLX) agreed to buy Warner Bros. Discovery (WBD), marking a seismic shift in the entertainment business as a Silicon Valley-bred streaming giant tries to swallow one of Hollywood&rsquo;s oldest and most revered studios. The acquisition, which confirmed a Bloomberg report Thursday, presents a strategic pivot for Netflix, which has never made a deal of this scope in its 28-year history. With the purchase, Netflix becomes owner of the HBO network, along with its library of hit shows like The Sopranos and The White Lotus. Warner Bros. assets also include its sprawling studios in Burbank, California, along with a vast film and TV archive that includes Harry Potter and Friends. Netflix shares were down 3.5% Friday afternoon in New York. They have declined about 17% since the streaming leader emerged as an interested party in October. Some investors and analysts have interpreted this deal to mean Netflix was worried it couldn&rsquo;t expand its current business, a theory co-CEO Greg Peters dismissed. Warner Bros. stock was up about 5.2% midday in New York. It has almost doubled since reports of deal talks with Paramount emerged in September. - Microsoft (MSFT) shares slid on Wednesday after the Information reported that the software maker has lowered expectations for getting business customers to spend money on the cloud unit&rsquo;s marketplace for artificial intelligence models and agents. The stock fell as much as 3% in New York on Wednesday, but pared the drop as analysts and investors digested the Information report. - Salesforce (CRM) gave an outlook for revenue in the current period on Wednesday that topped analysts&rsquo; estimates, suggesting the software company is persuading customers to buy its AI tools. The revenue forecast includes 3 percentage points of growth from Informatica, a data integration software maker that Salesforce acquired last month in an $8 billion deal. The outlook for current remaining performance obligations includes 4 percentage points from Informatica. The shares gained about 5% in extended trading after closing at $238.72 in New York. The stock has dropped 29% this year through Wednesday&rsquo;s close as investors have grown concerned about AI disrupting incumbent application software makers. It continued to rally through trading on Friday.

Weekly Roundup: Netflix to Buy WB Discovery, Microsoft Slides, Salesforce Rallies

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c5521005-0a0f-44f0-b58f-b3aa0189c379/transcript

On this episode of Stock Movers: 
- Netflix (NFLX) shares are mixed after the news that the company agreed to buy Warner Bros. Discovery Inc. in a historic combination, joining the world’s dominant paid streaming service with one of Hollywood’s oldest and most revered studios.

- Victoria’s Secret shares climb as much as 21%, to the highest intraday since May 2022, after the retailer’s better-than-expected third-quarter results and boosted guidance. The company is executing on its “Path to Potential” strategy, according to analysts, while JPMorgan upgrades with a Street-high price target of $60 per share.

- Ulta Beauty (ULTA) raised its full-year outlook after reporting better-than-expected results in the third quarter, a sign that consumers are overcoming any reluctance to spend and shelling out for cosmetics and hair supplies.

On this episode of Stock Movers:&nbsp; - Netflix (NFLX) shares are mixed after the news that the company agreed to buy Warner Bros. Discovery Inc. in a historic combination, joining the world&rsquo;s dominant paid streaming service with one of Hollywood&rsquo;s oldest and most revered studios. - Victoria&rsquo;s Secret shares climb as much as 21%, to the highest intraday since May 2022, after the retailer&rsquo;s better-than-expected third-quarter results and boosted guidance. The company is executing on its &ldquo;Path to Potential&rdquo; strategy, according to analysts, while JPMorgan upgrades with a Street-high price target of $60 per share. - Ulta Beauty (ULTA) raised its full-year outlook after reporting better-than-expected results in the third quarter, a sign that consumers are overcoming any reluctance to spend and shelling out for cosmetics and hair supplies.

Netflix Mixed, Victoria's Secret Surges, Ulta Beauty Rises

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6cc7a53b-9f5a-45a1-999d-b3aa014a545b/transcript

n this episode of Stock Movers:
- Warner Bros Discovery (WBD) shares are up after the news that Netflix agreed to buy the company in a historic combination, joining the world’s dominant paid streaming service with one of Hollywood’s oldest and most revered studios.
- Oracle (ORCL) shares are down ahead of quarterly earnings next week. However, according to Bloomberg Intelligence: constraints on Oracle's AI infrastructure appear unlikely to loosen amid rising demand, giving us confidence in its ability to top $65 billion in total sales in fiscal 2026.
- Southwest Airlines (LUV) shares drop after the company lowered its operating profit target for the full year, citing the fallout from the recent US government shutdown as well as higher fuel prices.

n this episode of Stock Movers: - Warner Bros Discovery (WBD) shares are up after the news that Netflix agreed to buy the company in a historic combination, joining the world&rsquo;s dominant paid streaming service with one of Hollywood&rsquo;s oldest and most revered studios. - Oracle (ORCL) shares are down ahead of quarterly earnings next week. However, according to Bloomberg Intelligence: constraints on Oracle's AI infrastructure appear unlikely to loosen amid rising demand, giving us confidence in its ability to top $65 billion in total sales in fiscal 2026. - Southwest Airlines (LUV) shares drop after the company lowered its operating profit target for the full year, citing the fallout from the recent US government shutdown as well as higher fuel prices.

Warner Bros Discovery Rises, Oracle Down, Southwest Airlines Drops After Lowering Profit Target

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b199cb8f-d946-4b3c-b1b4-b3aa010bede9/transcript

BP Downgraded, Ocado Leaps, Greggs Up

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