On this episode of Stock Movers:
- Equinix (Ticker EQIX) shares fall as its long-term outlook disappointed investors. They plan to build out capacity through 2029, but higher interest expense from up-front debt issuance will counter short-term growth.
- McCormick (Ticker MKC) shares rise after the company's 2Q EPS topped estimates and management reaffirmed its profit and sales guidance. Barclays says the fact that the company reaffirmed its guidance despite an incremental impact from tariffs eases some recent concerns.
- Enphase (Ticker ENPH) shares rise after recent news that Senate Republicans are discussing changes to a provision in President Trump's that would end tax credits for rooftop solar panels.

On this episode of Stock Movers: - Equinix (Ticker EQIX) shares fall as its long-term outlook disappointed investors. They plan to build out capacity through 2029, but higher interest expense from up-front debt issuance will counter short-term growth. - McCormick (Ticker MKC) shares rise after the company's 2Q EPS topped estimates and management reaffirmed its profit and sales guidance. Barclays says the fact that the company reaffirmed its guidance despite an incremental impact from tariffs eases some recent concerns. - Enphase (Ticker ENPH) shares rise after recent news that Senate Republicans are discussing changes to a provision in President Trump's that would end tax credits for rooftop solar panels.

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

Equinix Falls, McCormick Rises, Enphase Gains on Tax Credit News 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ff1ef4fa-7498-4de0-acfb-b30800ebc502/transcript

On this episode of Stock Movers:
- Ventyx (VTYX) shares rose after reports that Eli Lilly is in advanced talks to acquire the biosciences company for more than $1 billion to expand its work in immunology, according to a report in the Wall Street Journal.
- Mobileye Global (MBLY) is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million, as the self-driving car system company expands its robotics capabilities.
- Shares in Michael Saylor’s Strategy (MSTR) climb after MSCI decided for now to keep digital asset treasury companies in its stock market indexes.

On this episode of Stock Movers: - Ventyx (VTYX) shares rose after reports that Eli Lilly is in advanced talks to acquire the biosciences company for more than $1 billion to expand its work in immunology, according to a report in the Wall Street Journal. - Mobileye Global (MBLY) is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million, as the self-driving car system company expands its robotics capabilities. - Shares in Michael Saylor&rsquo;s Strategy (MSTR) climb after MSCI decided for now to keep digital asset treasury companies in its stock market indexes.

Ventyx Rises on Eli Lilly Deal; Mobileye to Buy Robot Maker; Strategy Shares Gain

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/94c8c91a-b189-4149-9289-b3cb00eaa5fc/transcript

On this episode of Stock Movers:
- Nickel touched a fresh 19-month high in choppy trading as traders weighed rising inventories against mounting production risks that have fueled a breakneck rally in prices. Copper will rally to $14,000 a ton within the coming three months amid bullish momentum, but could peak this month unless fresh catalysts emerge, according to Citigroup. Rare earth-related shares gained across the Asia-Pacific region after China imposed a ban on exports of military-use items to Japan. Meantime, precious metals miners and royalty companies are down in US premarket trading as gold and silver pull back with broader markets as traders look to upcoming US economic data later this week.
- Shares of Ventyx Biosciences Inc. (VTYX) were up as much as 67% in early US trading after the Wall Street Journal reported that Eli Lilly & Co. is in advanced talks to acquire the company for more than $1 billion to expand its work in immunology.
- Shares of Michael Saylor's Strategy (MSTR) climbed ahead of the US market open after MSCI decided for now to keep digital asset treasury companies in its stock market indexes. Back in October, MSCI proposed excluding those companies from its indexes, but now says companies already included in indexes will remain eligible if they meet existing index requirements.

On this episode of Stock Movers: - Nickel&nbsp;touched a fresh 19-month high in choppy trading as traders weighed rising inventories against mounting production risks that have fueled a breakneck rally in prices. Copper will&nbsp;rally&nbsp;to $14,000 a ton within the coming three months amid bullish momentum, but could peak this month unless fresh catalysts emerge, according to Citigroup. Rare earth-related shares&nbsp;gained&nbsp;across the Asia-Pacific region after China imposed a ban on exports of military-use items to Japan.&nbsp;Meantime, precious metals miners and royalty companies are down in US premarket trading as gold and silver pull back with broader markets as traders look to upcoming US economic data later this week. - Shares of Ventyx Biosciences Inc.&nbsp;(VTYX) were up as much as 67% in early US trading after the Wall Street Journal reported that Eli Lilly &amp; Co. is in advanced talks to acquire the company for more than $1 billion to expand its work in immunology. - Shares of Michael Saylor's Strategy (MSTR) climbed ahead of the US market open after MSCI decided for now to keep digital asset treasury companies in its stock market indexes. Back in October, MSCI proposed excluding those companies from its indexes, but now says companies already included in indexes will remain eligible if they meet existing index requirements.

Critical Metals Rally; Vertyx Biosciences Soars; Strategy Climbs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e75cbf7e-a897-4bd8-a4da-b3cb00c67e7b/transcript

On this episode of Stock Movers:
- European oil stocks fall with crude prices after President Donald Trump said Venezuela would relinquish as much as 50 million barrels of oil to the US, worth about $2.8 billion at market prices. BP fell as much as 2.4% at the open. 
- Bernstein moves to outperform on Atlas Copco on expectations that earnings have bottomed and that it can upside-surprise in a recovery. Atlas Copco gains as much as 3.1%, to highest since March 2025
- Shares in InPost retreat as much as 8.3%, ceding some of the previous day’s 28% gain triggered by the parcel locker operator’s announcement of a takeover proposal. Private equity firm Advent was named by Sky News as the potential bidder, though the two companies declined to comment.

On this episode of Stock Movers: - European oil stocks fall with crude prices after President Donald Trump said Venezuela would relinquish as much as 50 million barrels of oil to the US, worth about $2.8 billion at market prices. BP fell as much as 2.4% at the open. - Bernstein moves to outperform on Atlas Copco on expectations that earnings have bottomed and that it can upside-surprise in a recovery. Atlas Copco gains as much as 3.1%, to highest since March 2025 - Shares in InPost retreat as much as 8.3%, ceding some of the previous day&rsquo;s 28% gain triggered by the parcel locker operator&rsquo;s announcement of a takeover proposal. Private equity firm Advent was named by Sky News as the potential bidder, though the two companies declined to comment.

BP Falls, Atlas Copco Rises, InPost Slips

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/65db805c-bb1d-4db7-ba62-b3cb00a684c3/transcript

Equinix Falls, McCormick Rises, Enphase Gains on Tax Credit News

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