On this episode of Stock Movers:
- Delivery Hero is facing pressure from several large shareholders to conduct a strategic review amid increasing consolidation in the food-delivery industry, people with knowledge of the matter said.The stock rallied in early trading on Friday, rising as much as 8.2%. 
- EasyJet shares rise as much as 3.1% to a six-week high. The budget airline offers a cheap play to benefit from supply-constraint tailwinds in the industry, according to Bernstein, which upgrades the stock to outperform from market-perform.
- Whitbread drops 8% after a double-downgrade at Bernstein.

On this episode of Stock Movers: - Delivery Hero is facing pressure from several large shareholders to conduct a strategic review amid increasing consolidation in the food-delivery industry, people with knowledge of the matter said.The stock rallied in early trading on Friday, rising as much as 8.2%. - EasyJet shares rise as much as 3.1% to a six-week high. The budget airline offers a cheap play to benefit from supply-constraint tailwinds in the industry, according to Bernstein, which upgrades the stock to outperform from market-perform. - Whitbread drops 8% after a double-downgrade at Bernstein.

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

Delivery Hero Rallies, Easyjet Rises, Whitbread Drops 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/01478750-3b94-4d12-8b44-b3a30098c5c1/transcript

On this episode of Stock Movers:

- Goldman Sachs (GS) shares rise after the firm posted an all-time Wall Street record of $4.31 billion in equities-trading revenue in the final three months of last year. The firm raised its dividend to $4.50 per share and increased targets for its asset- and wealth-management business, which posted a quarterly record for fees.

- Applied Materials (APLD) shares jump after Barclays upgraded the stock to overweight from equal-weight. The chip-tool maker is also getting a boost after TSMC set a bullish capital spending target, signaling strong demand for AI chips. 

- Coinbase Global (COIN) shares fall after the US Senate Banking Committee delayed its discussion of the crypto market structure bill and Coinbase pulled support of the bill due to its limits on stablecoin rewards.

On this episode of Stock Movers: - Goldman Sachs (GS) shares rise after the firm posted an all-time Wall Street record of $4.31 billion in equities-trading revenue in the final three months of last year. The firm raised its dividend to $4.50 per share and increased targets for its asset- and wealth-management business, which posted a quarterly record for fees. - Applied Materials (APLD) shares jump after Barclays upgraded the stock to overweight from equal-weight. The chip-tool maker is also getting a boost after TSMC set a bullish capital spending target, signaling strong demand for AI chips. - Coinbase Global (COIN)&nbsp;shares fall after the US Senate Banking Committee delayed its discussion of the crypto market structure bill and Coinbase pulled support of the bill due to its limits on stablecoin rewards.

Goldman Sachs Rises, Applied Materials Jumps, Coinbase Falls After Senate Crypto Bill Delayed

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6785da5b-a37d-486a-96c5-b3d3010a549f/transcript

On this episode of Stock Movers:

- Taiwan Semiconductor Manufacturing Company (TSMC) ADRs are down after the company said it expects 2026 sales to grow by close to 30% in USD teams.

- ASML soars after it surpassed $500 billion in market value after Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026.

- Boston Scientific (BSX) shares drop after the company agreed to buy Penumbra Inc. in a deal valued at more than $14 billion to expand in the treatment of blood clots and stroke.

On this episode of Stock Movers: - Taiwan Semiconductor Manufacturing Company (TSMC) ADRs are down after the company said it expects 2026 sales to grow by close to 30% in USD teams. - ASML soars after it surpassed $500 billion in market value after Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026. - Boston Scientific (BSX) shares drop after the company agreed to buy Penumbra Inc. in a deal valued at more than $14 billion to expand in the treatment of blood clots and stroke.

TSMC Down, ASML Soars, Boston Scientific Drops on Penumbra Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/11667368-bb77-4dd6-a0f5-b3d300fcefbb/transcript

On this episode of Stock Movers:

- Morgan Stanley’s (MS) debt bankers increased revenue 93% in the fourth quarter, by far the biggest jump on Wall Street and capping a record year for that business. The firm’s debt-underwriting revenue came in at $785 million for the last three months of the year, according to a statement Thursday, while analysts were expecting $635 million. That brought total investment-banking fees to $2.41 billion, up 47% from a year ago. The company reported record annual net income.

- Goldman Sachs (GS) blew through expectations for equities-trading revenue, netting an all-time Wall Street record of $4.31 billion in the final three months of last year. That trumps the previous all-time high for any bank, set by Goldman in the second quarter of 2025. The bank also raised its dividend to $4.50 per share, it said in a statement Thursday.

- US-listed shares of Taiwan Semiconductor Manufacturing Co. (TSMC) are up, after the chipmaker’s results and forecast were seen as strong underscoring that demand trends related to AI remain robust.

On this episode of Stock Movers: - Morgan Stanley&rsquo;s (MS) debt bankers increased revenue 93% in the fourth quarter, by far the biggest jump on Wall Street and capping a record year for that business. The firm&rsquo;s debt-underwriting revenue came in at $785 million for the last three months of the year, according to a statement Thursday, while analysts were expecting $635 million. That brought total investment-banking fees to $2.41 billion, up 47% from a year ago. The company reported record annual net income. - Goldman Sachs (GS) blew through expectations for equities-trading revenue, netting an all-time Wall Street record of $4.31 billion in the final three months of last year. That trumps the previous all-time high for any bank, set by Goldman in the second quarter of 2025. The bank also raised its dividend to $4.50 per share, it said in a statement Thursday. - US-listed shares of Taiwan Semiconductor Manufacturing Co. (TSMC) are up, after the chipmaker&rsquo;s results and forecast were seen as strong underscoring that demand trends related to AI remain robust.

Morgan Stanley Tops Investment-Banking Forecast; Goldman Traders Smash Through Record; TSMC Jumps

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ba12b863-2549-46d4-993e-b3d300e88fe5/transcript

Delivery Hero Rallies, Easyjet Rises, Whitbread Drops

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