Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Delta Air Lines (DAL) issued a more optimistic sales target for the first quarter after bookings by leisure and corporate customers accelerated into March, an upbeat outlook that shows the carrier’s resilience in the face of higher fuel costs. Delta now sees sales in the high single digits through March, after previously guiding for a range of 5% to 7% growth, according a presentation issued on Tuesday.
- Uber (UBER) shares gain after the rideshare firm and Nvidia said they will expand their autonomous vehicle partnership to launch a global fleet of Nvidia software-driven autonomous vehicles across 28 cities globally by 2028.
- Sony Group (SONY) is being downgraded to market perform from outperform at Bernstein, which cites a headwind related to prices for memory chips. US-listed shares down 0.7% in extended trading.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Delta Air Lines (DAL) issued a more optimistic sales target for the first quarter after bookings by leisure and corporate customers accelerated into March, an upbeat outlook that shows the carrier&rsquo;s resilience in the face of higher fuel costs. Delta now sees sales in the high single digits through March, after previously guiding for a range of 5% to 7% growth, according a presentation issued on Tuesday. - Uber (UBER) shares gain after the rideshare firm and Nvidia said they will expand their autonomous vehicle partnership to launch a global fleet of Nvidia software-driven autonomous vehicles across 28 cities globally by 2028. - Sony Group (SONY) is being downgraded to market perform from outperform at Bernstein, which cites a headwind related to prices for memory chips. US-listed shares down 0.7% in extended trading.

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

Delta Airlines More Upbeat; Uber Shares Rise; Sony Cut to Market Perform

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b99da22f-3ff9-46de-b7e9-b41000b5932d/transcript

On this episode of Stock Movers:
- Oracle's (ORCL) cloud computing business grew faster than analysts projected, with sales in the cloud infrastructure business jumping 121% to $7.4 billion. The company added 850 megawatts of data center capacity in the quarter and reported $28.5 billion in capital expenditures, mostly on data center equipment. Oracle booked more than $30 billion of additional AI cloud contracts during the quarter, raising its remaining performance obligations, a measure of future revenue. Shares of Oracle gained in extended trading on Thursday. 
- Apple (AAPL) rallied as analysts and Wall Street traders cheered the company's rollout of the new foldable iPhone, called Duo. The latest addition to the iPhone universe was announced at new CEO John Ternus' first major product reveal on Wednesday. 
- Freeport-McMoRan (FCX) shares fell in trading today after the White House was said to be assessing refined copper tariffs as it balances worries about higher prices against the potential benefits of encouraging more domestic mining. According to Reuters, a White House official said the administration had not made a final decision on the tariffs and confirmed that the Commerce Department provided an update to ​Trump by a June 30 deadline.

On this episode of Stock Movers: - Oracle's (ORCL) cloud computing business grew faster than analysts projected, with sales in the cloud infrastructure business jumping 121% to $7.4 billion. The company added 850 megawatts of data center capacity in the quarter and reported $28.5 billion in capital expenditures, mostly on data center equipment. Oracle booked more than $30 billion of additional AI cloud contracts during the quarter, raising its remaining performance obligations, a measure of future revenue. Shares of Oracle gained in extended trading on Thursday. - Apple (AAPL) rallied as analysts and Wall Street traders cheered the company's rollout of the new foldable iPhone, called Duo. The latest addition to the iPhone universe was announced at new CEO John Ternus' first major product reveal on Wednesday. - Freeport-McMoRan (FCX) shares fell in trading today after the White House was said to be assessing refined copper tariffs as it balances worries about higher prices against the potential benefits of encouraging more domestic mining. According to Reuters, a White House official said the administration had not made a final decision on the tariffs and confirmed that the Commerce Department provided an update to ​Trump by a June 30 deadline.

Oracle Tops Estimates on AI, Apple's , Freeport-McMoRan Falls

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/70f279a6-730e-4489-adf6-b4c10171bc42/transcript

On this episode of Stock Movers:

- Cooper (COO) shares tumble as much as 20%, most intraday since 2008, after the healthcare supplies maker cut its adjusted earnings-per-share and revenue guidance for the full year. Analysts note weakness in the firm’s CooperVision (CVI) unit weighing on its sales forecast. 

- Freeport-McMoRan (FCX) shares fall as the White House still needs to decide on copper tariffs.

- Oracle (ORCL) shares are struggling due to the company's massive debt load taken on to build out artificial intelligence infrastructure. The company's earnings report will give Wall Street an indication of how much patience investors have left for such heavy AI spending, with a focus on spending plans and cash flow. Oracle's capital expenditures are expected to be nearly $20 billion in the quarter, driving free cash flow to about negative $10 billion, among the lowest readings in the company's history.

On this episode of Stock Movers:
- Cooper (COO) shares tumble as much as 20%, most intraday since 2008, after the healthcare supplies maker cut its adjusted earnings-per-share and revenue guidance for the full year. Analysts note weakness in the firm&rsquo;s CooperVision (CVI) unit weighing on its sales forecast.&nbsp;
- Freeport-McMoRan (FCX) shares fall as the White House still needs to decide on copper tariffs.
- Oracle (ORCL) shares are struggling due to the company's massive debt load taken on to build out artificial intelligence infrastructure. The company's earnings report will give Wall Street an indication of how much patience investors have left for such heavy AI spending, with a focus on spending plans and cash flow. Oracle's capital expenditures are expected to be nearly $20 billion in the quarter, driving free cash flow to about negative $10 billion, among the lowest readings in the company's history.

Cooper Sinks, Freeport-McMoRan Drops, Oracle Struggles With Debt

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c0530765-98d4-46b0-b2b5-b4c1013f772f/transcript

On this episode of Stock Movers:

- Oracle (ORCL) shares drop. Oracle Corp. shares are struggling due to the company's massive debt load taken on to build out artificial intelligence infrastructure. The company's earnings report will give Wall Street an indication of how much patience investors have left for such heavy AI spending, with a focus on spending plans and cash flow.

- Freeport-McMoRan (FCX) shares fall. Copper stocks are falling on Thursday after Reuters reported that the White House has not ​yet made a decision on refined copper tariffs as it weighs concerns of higher prices raising manufacturing costs against the potential benefits of encouraging more domestic mining, citing two people familiar with the matter.

- Baker Hughes (BKR) shares are down post-earnings. According to Bloomberg Intelligence: Baker Hughes' updated 2026 guidance, which includes newly acquired Chart Industries, reflects initial softness for the business, as the implied 17.1% Ebitda margin for the unit is below its stand-alone 2025 margin of 23.8%. 

On this episode of Stock Movers:
- Oracle (ORCL) shares drop. Oracle Corp. shares are struggling due to the company's massive debt load taken on to build out artificial intelligence infrastructure. The company's earnings report will give Wall Street an indication of how much patience investors have left for such heavy AI spending, with a focus on spending plans and cash flow.
- Freeport-McMoRan (FCX) shares fall. Copper stocks are falling on Thursday after Reuters reported that the White House has not ​yet made a decision on refined copper tariffs as it weighs concerns of higher prices raising manufacturing costs against the potential benefits of encouraging more domestic mining, citing two people familiar with the matter.
- Baker Hughes (BKR) shares are down post-earnings. According to Bloomberg Intelligence: Baker Hughes' updated 2026 guidance, which includes newly acquired Chart Industries, reflects initial softness for the business, as the implied 17.1% Ebitda margin for the unit is below its stand-alone 2025 margin of 23.8%.&nbsp;

Oracle Drops, Freeport-McMoRan Falls, Baker Hughes Lower After Updated Guidance

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ba979434-3b0e-49c2-9f43-b4c100fbcfff/transcript

Delta Airlines More Upbeat; Uber Shares Rise; Sony Cut to Market Perform

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