On this episode of Stock Movers:

- CF Industries (CF) falls after Mizuho Securities cut its recommendation on the fertilizer company to underperform from neutral after the stock price rallied on expected growth in demand and prices after the Iran war and disruption to the Strait of Hormuz tightened fertilizer supply.

- Constellation Brands (STZ) is up after Citi raised the recommendation on the beverage company to buy from neutral, citing a beer topline acceleration and a valuation that’s below historical levels.

- Duolingo (DUOL) falls after Argus Research downgraded the language learning software company to hold from buy.

On this episode of Stock Movers:
- CF Industries (CF) falls after Mizuho Securities cut its recommendation on the fertilizer company to underperform from neutral after the stock price rallied on expected growth in demand and prices after the Iran war and disruption to the Strait of Hormuz tightened fertilizer supply.
- Constellation Brands (STZ) is up after Citi raised the recommendation on the beverage company to buy from neutral, citing a beer topline acceleration and a valuation that&rsquo;s below historical levels.
- Duolingo (DUOL) falls after Argus Research downgraded the language learning software company to hold from buy.

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

CF Industries Falls, Constellation Brands Rises, Duolingo Drops After Ratings Downgrade 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0556415b-0e6d-4909-b4cb-b41100ef8a04/transcript

On this episode of Stock Movers:

- Lululemon (LULU) shares fell after the retailer forecast net revenue for the full year that was largely below the average analyst estimate. Analysts highlight the company’s need to find a new CEO to support the struggling retailer’s turnaround efforts.

- LyondellBasell (LYB) shares rise after UBS upgraded the chemical company to neutral from sell. “We still see over-supply in PE/PP markets if we get a faster return to normal, but we think constrained Middle East chemicals production and less feedstock exports will tighten the market for much of 2026,” writes analyst Josh Spector

- Gemini (GEMI) shares drop the most on record, after Citi analyst Peter Christiansen cut its recommendation on the crypto exchange to sell from neutral. Citi also cut its price targets on other crypto-linked stocks after lowering its 12-month Bitcoin price forecast to $112,000 from $143,000 on slow legislative progress on the US crypto market structure bill.

On this episode of Stock Movers:
- Lululemon (LULU) shares fell after the retailer forecast net revenue for the full year that was largely below the average analyst estimate. Analysts highlight the company&rsquo;s need to find a new CEO to support the struggling retailer&rsquo;s turnaround efforts.
- LyondellBasell (LYB) shares rise after UBS upgraded the chemical company to neutral from sell. &ldquo;We still see over-supply in PE/PP markets if we get a faster return to normal, but we think constrained Middle East chemicals production and less feedstock exports will tighten the market for much of 2026,&rdquo; writes analyst Josh Spector
- Gemini (GEMI) shares drop the most on record, after Citi analyst Peter Christiansen cut its recommendation on the crypto exchange to sell from neutral. Citi also cut its price targets on other crypto-linked stocks after lowering its 12-month Bitcoin price forecast to $112,000 from $143,000 on slow legislative progress on the US crypto market structure bill.

Lululemon Gains, LyondellBasell Rises, Gemini Drops After Citi Cuts Price Target

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b7f9dd1c-30b3-473f-9a2f-b41100fa4edc/transcript

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

On this episode of Stock Movers:

- Macy’s (M) shares rose after the company forecast stronger-than-expected sales in the current quarter, a sign that its fiscal year is off to a solid start as middle- and higher-income households continue to spend. 

- General Mills (GIS) reported results for last quarter that missed Wall Street expectations, weighed down by lower prices and weaker demand from consumers facing more economic stress.  

- Lululemon (LULU) shares fall after the retailer forecast net revenue for the full year that was largely below the average analyst estimate. Analysts highlight the company’s need to find a new CEO to support the struggling retailer’s turnaround efforts.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Macy&rsquo;s (M) shares rose after the company forecast stronger-than-expected sales in the current quarter, a sign that its fiscal year is off to a solid start as middle- and higher-income households continue to spend.&nbsp;
- General Mills (GIS) reported results for last quarter that missed Wall Street expectations, weighed down by lower prices and weaker demand from consumers facing more economic stress. &nbsp;
- Lululemon (LULU) shares fall after the retailer forecast net revenue for the full year that was largely below the average analyst estimate. Analysts highlight the company&rsquo;s need to find a new CEO to support the struggling retailer&rsquo;s turnaround efforts.

Macy’s Rises on Sales Outlook; General Mills Misses Expectations; Lululemon Falls on Sales Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a0304f73-e27f-4386-9e17-b41100d90fdc/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Macy’s (M) forecast full-year comparable sales and profit below analysts’ expectations, a sign that the company is taking a cautious approach to gauging how US consumers will respond to the Iran war and tariffs. 
- Nvidia (NVDA) Chief Executive Officer Jensen Huang said the company is firing up manufacturing of H200 AI accelerators for customers in China, a sign of progress in the chipmaker’s effort to reenter the vital market.
- Alibaba (BABA) shares rise as its plan to set up a business unit to bring its AI services and development endeavors under a single umbrella is seen as positive, driving near-term profits and easing margin concerns.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Macy&rsquo;s (M) forecast full-year comparable sales and profit below analysts&rsquo; expectations, a sign that the company is taking a cautious approach to gauging how US consumers will respond to the Iran war and tariffs. - Nvidia (NVDA) Chief Executive Officer Jensen Huang said the company is firing up manufacturing of H200 AI accelerators for customers in China, a sign of progress in the chipmaker&rsquo;s effort to reenter the vital market. - Alibaba (BABA) shares rise as its plan to set up a business unit to bring its AI services and development endeavors under a single umbrella is seen as positive, driving near-term profits and easing margin concerns.

Macy's Issues 'Prudent' 2026 Guidance; Nvidia Firing Up Production for China; Alibaba Shares Rise

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a967c2c7-6cb1-41c0-b73a-b41100b5c816/transcript

CF Industries Falls, Constellation Brands Rises, Duolingo Drops After Ratings Downgrade

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