On this episode of Stock Movers:
- Delta (DAL) shares rise after the carrier updated its adjusted earnings per share forecast for the full year, with the new guidance beating the average analyst estimate.
- PepsiCo (PEP) shares rise after news that the company is working to cut costs and overhaul its portfolio to meet consumers’ shifting tastes, while it engages in discussions with an activist investor.
- Ferrari (RACE) shares plunge after the carmaker issued cautious forecasts that disappointed investors, marring a coming-out party for the company’s first electric vehicle.

On this episode of Stock Movers: - Delta (DAL) shares rise after the carrier updated its adjusted earnings per share forecast for the full year, with the new guidance beating the average analyst estimate. - PepsiCo (PEP) shares rise after news that the company is working to cut costs and overhaul its portfolio to meet consumers&rsquo; shifting tastes, while it engages in discussions with an activist investor. - Ferrari (RACE) shares plunge after the carmaker issued cautious forecasts that disappointed investors, marring a coming-out party for the company&rsquo;s first electric vehicle.

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 Gains, PepsiCo Rises, Ferrari Sinks on Cautious Forecasts

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b18f3120-b18e-4f42-b287-b37100fe82f8/transcript

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

On this episode of Stock Movers:

- Oracle (ORCL) posted quarterly cloud revenue that was better than expected and projected strong sales in the upcoming fiscal year, a sign the company is making good on its massive AI bookings. Revenue in Oracle’s closely watched infrastructure business gained 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement. That marked a faster increase than the 79% anticipated by analysts and a 68% sales rise in the previous quarter. The shares increased about 7% in extended trading after closing at $149.40 in New York. The stock had lost more than 50% of its value from a September peak through Tuesday’s close as Wall Street grew worried about the costs and logistics associated with the massive build-out.

- Amazon (AMZN) has raised $37 billion from a US dollar bond sale that could swell to nearly $50 billion with a planned euro debt offering. The blockbuster fundraising is the fourth-largest US corporate bond sale on record and the biggest that isn’t tied to an acquisition. The offering was increased from initial guidance of $25 billion to $30 billion. Amazon sold US high-grade debt in 11 tranches, ranging from two to 50 years. Pricing on the longest portion of that offering — a note maturing in 2076 — tightened by 0.25 percentage point to 1.3 percentage point above Treasuries, according to a person familiar with the transaction. Shares of Amazon closed higher in trading on Tuesday.

- Goeasy (GSY) shares dropped on Tuesday, in its biggest intraday decline in about six years, after the non-prime lender announced it expects to incur a C$178 million incremental charge off in 4Q 2025 against its C$5.5 billion gross consumer loans receivable, withdrawing its previously issued outlook and three-year forecast. The shares fell to their lowest level since November 2020.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Oracle (ORCL) posted quarterly cloud revenue that was better than expected and projected strong sales in the upcoming fiscal year, a sign the company is making good on its massive AI bookings. Revenue in Oracle&rsquo;s closely watched infrastructure business gained 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement. That marked a faster increase than the 79% anticipated by analysts and a 68% sales rise in the previous quarter. The shares increased about 7% in extended trading after closing at $149.40 in New York. The stock had lost more than 50% of its value from a September peak through Tuesday&rsquo;s close as Wall Street grew worried about the costs and logistics associated with the massive build-out.
- Amazon (AMZN) has raised $37 billion from a US dollar bond sale that could swell to nearly $50 billion with a planned euro debt offering. The blockbuster fundraising is the fourth-largest US corporate bond sale on record and the biggest that isn&rsquo;t tied to an acquisition. The offering was increased from initial guidance of $25 billion to $30 billion. Amazon sold US high-grade debt in 11 tranches, ranging from two to 50 years. Pricing on the longest portion of that offering &mdash; a note maturing in 2076 &mdash; tightened by 0.25 percentage point to 1.3 percentage point above Treasuries, according to a person familiar with the transaction. Shares of Amazon closed higher in trading on Tuesday.
- Goeasy (GSY) shares dropped on Tuesday, in its biggest intraday decline in about six years, after the non-prime lender announced it expects to incur a C$178 million incremental charge off in 4Q 2025 against its C$5.5 billion gross consumer loans receivable, withdrawing its previously issued outlook and three-year forecast. The shares fell to their lowest level since November 2020.

Oracle Posts Strong Cloud Sales Growth, Amazon Rises, Goeasy Drops 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8225a620-2fd9-4857-be8d-b409015e2fd8/transcript

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

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 Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.

- Vertex (VRTX) shares rose after the biotech company said its drug to treat a kidney disorder met its goal in a late-stage trial, providing a boost to its strategy of moving beyond cystic fibrosis treatments.

- Centene (CNC) shares sank on Tuesday after the health insurer flagged rising medical costs and declining membership, adding to an already cautious outlook for the industry. Centene said it expects enrollment in the Affordable Care Act marketplace will decline by about 35% or more across the industry after some federal ACA subsidies expired. It sees its own membership potentially dropping even faster. The company’s membership dropped from 5.5 million in December to 3.6 million in February, a decline that CEO Sarah London said was “in line with our expectations.” Shares of the St. Louis, Missouri-based company fell as much as 13%, the most intraday since January. The stock had gained 5.3% so far this year through Monday’s close.

- Oracle (ORCL) posted quarterly cloud revenue that was better than expected and projected strong sales in the upcoming fiscal year, a sign the company is making good on its massive AI bookings. Revenue in Oracle’s closely watched infrastructure business gained 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement. That marked a faster increase than the 79% anticipated by analysts and a 68% sales rise in the previous quarter. The shares increased about 7% in extended trading after closing at $149.40 in New York.

Today's biggest winners and losers in the stock market.
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 Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
- Vertex (VRTX) shares rose after the biotech company said its drug to treat a kidney disorder met its goal in a late-stage trial, providing a boost to its strategy of moving beyond cystic fibrosis treatments.
- Centene (CNC) shares sank on Tuesday after the health insurer flagged rising medical costs and declining membership, adding to an already cautious outlook for the industry. Centene said it expects enrollment in the Affordable Care Act marketplace will decline by about 35% or more across the industry after some federal ACA subsidies expired. It sees its own membership potentially dropping even faster. The company&rsquo;s membership dropped from 5.5 million in December to 3.6 million in February, a decline that CEO Sarah London said was &ldquo;in line with our expectations.&rdquo; Shares of the St. Louis, Missouri-based company fell as much as 13%, the most intraday since January. The stock had gained 5.3% so far this year through Monday&rsquo;s close.
- Oracle (ORCL) posted quarterly cloud revenue that was better than expected and projected strong sales in the upcoming fiscal year, a sign the company is making good on its massive AI bookings. Revenue in Oracle&rsquo;s closely watched infrastructure business gained 84% to $4.9 billion in the period ended Feb. 28, the company said Tuesday in a statement. That marked a faster increase than the 79% anticipated by analysts and a 68% sales rise in the previous quarter. The shares increased about 7% in extended trading after closing at $149.40 in New York.

Closing Bell: Vertex Rises, Centene Sinks, Oracle Posts Strong Earnings 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d7c76c59-8d52-430c-849f-b409015bc9d8/transcript

On this episode of Stock Movers:

- Amazon (AMZN) shares rise after news that the company has kicked off what is likely to be one of the biggest corporate bond offerings ever, in the latest blockbuster fundraising to pay for the artificial intelligence boom. The tech giant is targeting the equivalent of about $37 billion to $42 billion in a cross-Atlantic offering in dollars and euros, according to people with knowledge of the matter. 

- Crowdstrike (CRWD) shares are mixed. This comes after Morgan Stanley raised the recommendation on Crowdstrike Holdings to overweight from equal-weight, saying the platform is a winner from AI positioning and its growth outlook is promising. 

- Kohl's (KSS) shares rebound after after the struggling department-store chain said it was pleased with its performance so far this year. The positive sentiment given on a call with analysts came after the retailer reported a bigger sales drop than expected last quarter and gave an outlook in-line with Wall Street estimates.

On this episode of Stock Movers:
- Amazon (AMZN) shares rise after news that the company has kicked off what is likely to be one of the biggest corporate bond offerings ever, in the latest blockbuster fundraising to pay for the artificial intelligence boom. The tech giant is targeting the equivalent of about $37 billion to $42 billion in a cross-Atlantic offering in dollars and euros, according to people with knowledge of the matter.&nbsp;
- Crowdstrike (CRWD) shares are mixed. This comes after Morgan Stanley raised the recommendation on Crowdstrike Holdings to overweight from equal-weight, saying the platform is a winner from AI positioning and its growth outlook is promising.&nbsp;
- Kohl's (KSS) shares rebound after after the struggling department-store chain said it was pleased with its performance so far this year. The positive sentiment given on a call with analysts came after the retailer reported a bigger sales drop than expected last quarter and gave an outlook in-line with Wall Street estimates.

Amazon Rises, Crowdstrike Mixed, Kohl's Rebounds After Earnings Call

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f1975a0a-45ab-4cfc-959a-b40900fa89c2/transcript

Delta Gains, PepsiCo Rises, Ferrari Sinks on Cautious Forecasts

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