On this episode of Stock Movers:
- Shares of security software companies are rising on Monday, with the group rebounding in the wake of recent weakness, which had been spurred by concerns over AI-related disruption. The Global X Cybersecurity ETF rose 2.4%. Palo Alto Networks shares were leading the S&P 500 higher on Monday, while shares of fellow cybersecurity companies were seeing strong rallies as well. A few factors may help explain the big moves.

- Sysco (SYY) shares sink as much as 14%, the most intraday since April 2020, after the food and related products distributor agreed to acquire Jetro Restaurant Depot for $21.6 billion in cash and 91.5 million Sysco shares.

- Shares of Fannie Mae (FNMA) and Freddie Mac (FMCC) surged by more than 30% each on Monday after Bill Ackman called both stocks “stupidly cheap,” the billionaire’s latest bullish bet on the U.S.-controlled mortgage giants he’s lobbied to have relisted on the public markets, as the Trump administration considers plans.

On this episode of Stock Movers: - Shares of security software companies are rising on Monday, with the group rebounding in the wake of recent weakness, which had been spurred by concerns over AI-related disruption. The Global X Cybersecurity ETF rose 2.4%. Palo Alto Networks shares were leading the S&amp;P 500 higher on Monday, while shares of fellow cybersecurity companies were seeing strong rallies as well. A few factors may help explain the big moves. - Sysco (SYY) shares sink as much as 14%, the most intraday since April 2020, after the food and related products distributor agreed to acquire Jetro Restaurant Depot for $21.6 billion in cash and 91.5 million Sysco shares. - Shares of Fannie Mae (FNMA) and Freddie Mac (FMCC) surged by more than 30% each on Monday after Bill Ackman called both stocks &ldquo;stupidly cheap,&rdquo; the billionaire&rsquo;s latest bullish bet on the U.S.-controlled mortgage giants he&rsquo;s lobbied to have relisted on the public markets, as the Trump administration considers plans.

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

Cybersecurity Bounces Back, Sysco Sinks, Fannie and Freddie Surges

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e62c75f5-251b-429a-9195-b41d015b2a3b/transcript

On this episode of Stock Movers:
- LVMH, SAP, and Novo Nordisk have slumped by about 30% so far this year, making up about 53% of the total market capitalization shed by constituents of the Stoxx Europe 600 index.
- Future slumps as much as 30%, to the lowest since October 2017, after what JPMorgan describes as a weak first-half trading update, showing impact from pressure on high-margin programmatic advertising and e-commerce revenue, and pay-per-click cost inflation.
- Dermapharm shares fall 4.8% after the company announced full year results. Dermapharm forecast adjusted Ebitda for 2026 of EU331 million to EU341 million.

On this episode of Stock Movers: - LVMH, SAP, and Novo Nordisk have slumped by about 30% so far this year, making up about 53% of the total market capitalization shed by constituents of the Stoxx Europe 600 index. - Future slumps as much as 30%, to the lowest since October 2017, after what JPMorgan describes as a weak first-half trading update, showing impact from pressure on high-margin programmatic advertising and e-commerce revenue, and pay-per-click cost inflation. - Dermapharm shares fall 4.8% after the company announced full year results. Dermapharm forecast adjusted Ebitda for 2026 of EU331 million to EU341 million.

LVMH Falls, Future Slumps, Dermapharm Drops 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/215ebe7e-e6ad-41cd-b273-b41e00990b26/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- LVMH, SAP, and Novo Nordisk have slumped by about 30% so far this year, making up about 53% of the total market capitalization shed by constituents of the Stoxx Europe 600 index.
- Future slumps as much as 30%, to the lowest since October 2017, after what JPMorgan describes as a weak first-half trading update, showing impact from pressure on high-margin programmatic advertising and e-commerce revenue, and pay-per-click cost inflation.
- Mundys is close to unveiling a plan to increase its stake in Channel Tunnel operator Getlink SE, people with knowledge of the matter said, in a move aimed at deepening the Italian infrastructure group’s investments in France. Shares in Getlink have risen 12.5% over the last 12 months, giving the company a market value of about €9.9 billion ($11.3 billion).

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - LVMH, SAP, and Novo Nordisk have slumped by about 30% so far this year, making up about 53% of the total market capitalization shed by constituents of the Stoxx Europe 600 index. - Future slumps as much as 30%, to the lowest since October 2017, after what JPMorgan describes as a weak first-half trading update, showing impact from pressure on high-margin programmatic advertising and e-commerce revenue, and pay-per-click cost inflation. - Mundys is close to unveiling a plan to increase its stake in Channel Tunnel operator Getlink SE, people with knowledge of the matter said, in a move aimed at deepening the Italian infrastructure group&rsquo;s investments in France. Shares in Getlink have risen 12.5% over the last 12 months, giving the company a market value of about &euro;9.9 billion ($11.3 billion).

LVMH Falls, Future Slumps, Getlink Rises

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b85435f1-d786-47b0-b8b6-b41e00853875/transcript

On this episode of Stock Movers:

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Bailey Lipshultz, Katie Greifeld, Carol Massar and Tim Stenovec.

- Boston Scientific (BSX) shares tumble as much as 11%, the most intraday since February 4, after results from the medical device maker’s trial of the Watchman heart implant fell short of investor expectations. Leerink Partners says the data is “not the home-run scenario” that bulls wanted.

- Alcoa (AA), Century Aluminum (CENX), and other mining stocks were jumping on Monday, after Iran targeted two major Middle Eastern aluminum producers over the weekend.Alcoa was up 10% to $64.31 in midday trading. Century Aluminum, jumped 7.7%, while Kaiser Aluminum was up 1.5%.

- Shares of Fannie Mae (FNMA) and Freddie Mac (FMCC) surged by more than 30% each on Monday after Bill Ackman called both stocks “stupidly cheap,” the billionaire’s latest bullish bet on the U.S.-controlled mortgage giants he’s lobbied to have relisted on the public markets, as the Trump administration considers plans.

On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Bailey Lipshultz, Katie Greifeld, Carol Massar and Tim Stenovec. - Boston Scientific (BSX) shares tumble as much as 11%, the most intraday since February 4, after results from the medical device maker&rsquo;s trial of the Watchman heart implant fell short of investor expectations. Leerink Partners says the data is &ldquo;not the home-run scenario&rdquo; that bulls wanted. - Alcoa (AA), Century Aluminum (CENX), and other mining stocks were jumping on Monday, after Iran targeted two major Middle Eastern aluminum producers over the weekend.Alcoa was up 10% to $64.31 in midday trading. Century Aluminum, jumped 7.7%, while Kaiser Aluminum was up 1.5%. - Shares of Fannie Mae (FNMA) and Freddie Mac (FMCC) surged by more than 30% each on Monday after Bill Ackman called both stocks &ldquo;stupidly cheap,&rdquo; the billionaire&rsquo;s latest bullish bet on the U.S.-controlled mortgage giants he&rsquo;s lobbied to have relisted on the public markets, as the Trump administration considers plans.

Closing Bell: Boston Scientific Tumbles, Aluminum Stocks Soar, Fannie/Freddie Surges

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c17db38e-0480-4741-ad46-b41d014f242b/transcript

Cybersecurity Bounces Back, Sysco Sinks, Fannie and Freddie Surges

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