On this episode of Stock Movers:
- Dell (DELL) shares rise after the company roughly doubled its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products.
- AppLovin (APP) shares fall after news that the Securities and Exchange Commission has been probing AppLovin Corp.'s data-collection practices, according to people familiar with the matter.
- Dollar Tree (DLTR) shares fall after Jefferies downgraded the discount retailer to underperform from hold.

On this episode of Stock Movers: - Dell (DELL) shares rise after the company roughly doubled its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products. - AppLovin (APP) shares fall after news that the Securities and Exchange Commission has been probing AppLovin Corp.'s data-collection practices, according to people familiar with the matter. - Dollar Tree (DLTR) shares fall after Jefferies downgraded the discount retailer to underperform from hold.

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

Dell Rises, AppLovin Falls, Dollar Tree Drops After Jefferies Downgrade

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6cbf8cc3-e890-4e1c-941d-b36f00ebc113/transcript

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

On this episode of Stock Movers:

- Costco (COST) shares are up, erasing an earlier decline, after the club chain reported strong second-quarter results. While bears point out that paid membership growth rates slowed during the quarter, Morgan Stanley attributes the deceleration to fewer new warehouse openings. Costco’s premium valuation is also a point of contention, as it trades at about 47 times forward earnings, which is ahead of Walmart and well above peer BJ’s Wholesale. Shares are up 16% year-to-date while the S&P 500 Index has slid 1.1%.

- Gap (GAP) reported fourth-quarter sales and profit that came in slightly below expectations, as two of its apparel chains underperformed. Old Navy, the company’s biggest brand, and Athleta, its smallest, missed comparable-sales estimates, while Gap and Banana Republic beat. Shares of Gap fell as much as 11% on Friday. That erased the stock’s gain for the year and was the biggest intraday drop since May.

- Day One Biopharmaceuticals (DAWN) saw its shares leap as much as 66%, the most intraday since June 2022, after Servier agreed to acquire the biotech company for $21.50 per share in cash, representing a total equity value of approximately $2.5 billion. Servier agreed to pay $21.50 a share for Day One in a deal that’s expected to close in the second quarter, the companies said on Friday. That’s a 68% premium to Day One’s closing price on Thursday.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Costco (COST) shares are up, erasing an earlier decline, after the club chain reported strong second-quarter results. While bears point out that paid membership growth rates slowed during the quarter, Morgan Stanley attributes the deceleration to fewer new warehouse openings. Costco&rsquo;s premium valuation is also a point of contention, as it trades at about 47 times forward earnings, which is ahead of Walmart and well above peer BJ&rsquo;s Wholesale. Shares are up 16% year-to-date while the S&amp;P 500 Index has slid 1.1%.
- Gap (GAP) reported fourth-quarter sales and profit that came in slightly below expectations, as two of its apparel chains underperformed. Old Navy, the company&rsquo;s biggest brand, and Athleta, its smallest, missed comparable-sales estimates, while Gap and Banana Republic beat. Shares of Gap fell as much as 11% on Friday. That erased the stock&rsquo;s gain for the year and was the biggest intraday drop since May.
- Day One Biopharmaceuticals (DAWN) saw its shares leap as much as 66%, the most intraday since June 2022, after Servier agreed to acquire the biotech company for $21.50 per share in cash, representing a total equity value of approximately $2.5 billion. Servier agreed to pay $21.50 a share for Day One in a deal that&rsquo;s expected to close in the second quarter, the companies said on Friday. That&rsquo;s a 68% premium to Day One&rsquo;s closing price on Thursday.

Costco Reverses Drop, Gap Slips, Day One Soars 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c81bd0f1-62e6-48f7-8933-b405014a907d/transcript

On this episode of Stock Movers:

- Gap (GAP) shares drop after the company reported fourth-quarter sales and profit that came in slightly below expectations, as two of its apparel chains underperformed. Old Navy and Athleta missed comparable-sales estimates, while Gap and Banana Republic beat.

- Nutex Health (NUTX) shares fall after trading before regular market hours. The company reported EPS and sales below estimates. The company attributed the lower-than-expected revenue to a one-time cumulative true-up of arbitration claims that arbitrators determined were ineligible under the independent dispute resolution process, according to a press release.

- Marvell (MRVL) shares up after the chipmaker said its year-over-year revenue growth rate will accelerate each quarter throughout fiscal 2027, a bullish target that shows soaring demand from data center-related applications.

On this episode of Stock Movers:
- Gap (GAP) shares drop after the company reported fourth-quarter sales and profit that came in slightly below expectations, as two of its apparel chains underperformed. Old Navy and Athleta missed comparable-sales estimates, while Gap and Banana Republic beat.
- Nutex Health (NUTX) shares fall after trading before regular market hours. The company reported EPS and sales below estimates. The company attributed the lower-than-expected revenue to a one-time cumulative true-up of arbitration claims that arbitrators determined were ineligible under the independent dispute resolution process, according to a press release.
- Marvell (MRVL) shares up after the chipmaker said its year-over-year revenue growth rate will accelerate each quarter throughout fiscal 2027, a bullish target that shows soaring demand from data center-related applications.

Gap Drops, Nutex Health Falls, Marvell Rises as Bullish Target Shows AI Demand

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/699529f7-bd12-4048-a532-b405010ada25/transcript

On this episode of Stock Movers:

- Marvell (MRVL) shares are up after the chipmaker said its year-over-year revenue growth rate will accelerate each quarter throughout fiscal 2027, a bullish target that shows soaring demand from data center-related applications.

- Gap (GAP) shares drop after the company reported fourth-quarter sales and profit that came in slightly below expectations, as two of its apparel chains underperformed.
 
- Blue Owl (OWL) shares fall after news that it has a £36 million exposure to Century Capital Partners Ltd., a London-based property lender that filed for administration last month.

On this episode of Stock Movers:
- Marvell (MRVL) shares are up after the chipmaker said its year-over-year revenue growth rate will accelerate each quarter throughout fiscal 2027, a bullish target that shows soaring demand from data center-related applications.
- Gap (GAP) shares drop after the company reported fourth-quarter sales and profit that came in slightly below expectations, as two of its apparel chains underperformed. &nbsp; - Blue Owl (OWL) shares fall after news that it has a &pound;36 million exposure to Century Capital Partners Ltd., a London-based property lender that filed for administration last month.

Marvell Rallies, Gap Drops, Blue Owl Falls on News it Has £36 Million Exposure to a Collapsed UK Lender

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/33985f3a-b403-4dc8-925e-b40500fbce12/transcript

Dell Rises, AppLovin Falls, Dollar Tree Drops After Jefferies Downgrade

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