On this episode of Stock Movers:

- Coreweave (CRWV) shares gain after news that it struck a $21 billion deal to supply computing power to Meta Platforms Inc. through 2032. CoreWeave will provide AI cloud capacity to Meta from multiple data centers powered in part by the Rubin systems of chips company Nvidia Corp., through December 2032.

- Sandisk (SNDK) shares surge after news that its' price target is being raised to a Street-high view of $1,250 from $1,000 at Bernstein, which cites ongoing strength in prices for memory chips. 

- Constellation Brands (STZ) shares fall after the maker of Corona and Modelo Especial gave an outlook for full-year comparable earnings-per-share that missed the average analyst estimate. The company also said it’s withdrawing its previously issued fiscal 2028 forecast.

On this episode of Stock Movers:
- Coreweave (CRWV) shares gain after news that it struck a $21 billion deal to supply computing power to Meta Platforms Inc. through 2032. CoreWeave will provide AI cloud capacity to Meta from multiple data centers powered in part by the Rubin systems of chips company Nvidia Corp., through December 2032.
- Sandisk (SNDK) shares surge after news that its' price target is being raised to a Street-high view of $1,250 from $1,000 at Bernstein, which cites ongoing strength in prices for memory chips.&nbsp;
- Constellation Brands (STZ) shares fall after the maker of Corona and Modelo Especial gave an outlook for full-year comparable earnings-per-share that missed the average analyst estimate. The company also said it&rsquo;s withdrawing its previously issued fiscal 2028 forecast.

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

Coreweave Gains, Sandisk Surges, Constellation Brands Falls as Outlook Disappoints

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/94286e7d-2db7-4c89-b18e-b42700fe810b/transcript

On this episode of Stock Movers:

Intel (INTC) shares rise after the company said Alphabet Inc.'s Google has committed to using future generations of its Xeon processors and other chips. As part of the agreement, Google will customize Intel's IPUs, which handle functions such as networking, security and storage.

Meta (META) shares gain after news CoreWeave struck a $21 billion deal to supply computing power to Meta Platforms Inc. through 2032. CoreWeave will provide AI cloud capacity to Meta from multiple data centers powered in part by the Rubin systems of chips company Nvidia Corp., through December 2032.

Staar Surgical (STAA) shares jump after the health care supplies firm said it expects net sales for 1Q 2026 to exceed $90 million, compared to net sales of $42.6 million for the first quarter of 2025. The estimate surpassed Wall Street’s expectations.

On this episode of Stock Movers:
Intel (INTC) shares rise after the company said Alphabet Inc.'s Google has committed to using future generations of its Xeon processors and other chips. As part of the agreement, Google will customize Intel's IPUs, which handle functions such as networking, security and storage.
Meta (META) shares gain after news CoreWeave struck a $21 billion deal to supply computing power to Meta Platforms Inc. through 2032. CoreWeave will provide AI cloud capacity to Meta from multiple data centers powered in part by the Rubin systems of chips company Nvidia Corp., through December 2032.
Staar Surgical (STAA) shares jump after the health care supplies firm said it expects net sales for 1Q 2026 to exceed $90 million, compared to net sales of $42.6 million for the first quarter of 2025. The estimate surpassed Wall Street&rsquo;s expectations.

Intel Rises, Meta Gains, Staar Surgical Jumps as Prelim 1Q Net Sales Beats Estimates

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/946b2417-2753-4be8-a249-b42700ef0d70/transcript

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

On this episode of Stock Movers:

- CoreWeave (CRWV) has struck another, much larger $21 billion deal to supply computing power to Meta Platforms Inc. through 2032, deepening its business with the social media giant that’s trying to catch up in the race to build more powerful artificial intelligence models. 

- Amazon.com (AMZN) Chief Executive Officer Andy Jassy said firm is willing to make large capex investments and endure short-term FCF headwinds for the substantial medium to long-term FCF surplus.

- Constellation Brands (STZ) rose 5.3%. The company reported EPS and sales above estimates. Trading volume was five times the average for this time of day. The stock reversed the previous session's loss.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- CoreWeave (CRWV) has struck another, much larger $21 billion deal to supply computing power to Meta Platforms Inc. through 2032, deepening its business with the social media giant that&rsquo;s trying to catch up in the race to build more powerful artificial intelligence models.&nbsp;
- Amazon.com (AMZN) Chief Executive Officer Andy Jassy said firm is willing to make large capex investments and endure short-term FCF headwinds for the substantial medium to long-term FCF surplus.
- Constellation Brands (STZ) rose 5.3%. The company reported EPS and sales above estimates. Trading volume was five times the average for this time of day. The stock reversed the previous session's loss.

CoreWeave, Meta Strike Deal; Amazon CEO Letter; Constellation Brands Jumps 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2ca82dd6-53ba-4cb5-bf89-b42700d93c4f/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Applied Digital (APLD) shares are down after the data center operator reported third-quarter results. Gross margins missed the average analyst estimate, while Vital Knowledge also noted elevated capital expenditures.
- Constellation Brands (STZ) shares drop after the maker of Corona and Modelo Especial gave an outlook for full-year comparable earnings-per-share that missed the average analyst estimate. The company also said it’s withdrawing its previously issued fiscal 2028 forecast.
- Amazon.com (AMZN) Chief Executive Officer Andy Jassy said firm is willing to make large capex investments and endure short-term FCF headwinds for the substantial medium to long-term FCF surplus.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Applied Digital (APLD) shares are down after the data center operator reported third-quarter results. Gross margins missed the average analyst estimate, while Vital Knowledge also noted elevated capital expenditures. - Constellation Brands (STZ) shares drop after the maker of Corona and Modelo Especial gave an outlook for full-year comparable earnings-per-share that missed the average analyst estimate. The company also said it&rsquo;s withdrawing its previously issued fiscal 2028 forecast. - Amazon.com (AMZN) Chief Executive Officer Andy Jassy said firm is willing to make large capex investments and endure short-term FCF headwinds for the substantial medium to long-term FCF surplus.

Applied Digital Drops; Constellation Falls After Weak Outlook; Amazon Letter

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/931e5b79-d7cb-4daf-862d-b42700b5c1d9/transcript

Coreweave Gains, Sandisk Surges, Constellation Brands Falls as Outlook Disappoints

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