On this episode of Stock Movers:
- Estee Lauder (EL) shares rise after HSBC raised its recommendation to buy from hold and increased its price target to $99 from $80 as it sees the cosmetics company at the end of a downgrade cycle.
- Boeing (BA) shares gain after Rothschild & Co Redburn upgraded the planemaker to buy from neutral with analyst Olivier Brochet citing improvements that makes the company “appear healthier.”
- CoreWeave (CRWV) shares rise. CoreWeave's stock has surged almost 300% since its March IPO, making CEO Michael Intrator's net worth $10.3 billion and ranking him the 311th-richest person in the world.

On this episode of Stock Movers: - Estee Lauder (EL) shares rise after HSBC raised its recommendation to buy from hold and increased its price target to $99 from $80 as it sees the cosmetics company at the end of a downgrade cycle. - Boeing (BA) shares gain after Rothschild &amp; Co Redburn upgraded the planemaker to buy from neutral with analyst Olivier Brochet citing improvements that makes the company &ldquo;appear healthier.&rdquo; - CoreWeave (CRWV) shares rise. CoreWeave's stock has surged almost 300% since its March IPO, making CEO Michael Intrator's net worth $10.3 billion and ranking him the 311th-richest person in the world.

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

Estee Lauder Rises, Boeing Gains, CoreWeave Surges Since IPO

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4e01c15b-d50d-48b5-8f7a-b30900ec20a1/transcript

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

On this episode of Stock Movers:
- Equinix (EQIX) shares rally about 8% in premarket trading on Thursday after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.

- Coinbase (COIN) stock regained some ground in after-hours trading even though the crypto exchange operator reported revenue that fell short of expectations. Quarterly results weakened relative to the third quarter because of market conditions, with Coinbase reporting a loss of $2.49 a share and revenue down almost 22% to $1.78 billion.

- Applied Materials (AMAT) surged 10% in late trading after delivering a surprisingly upbeat sales forecast, signaling that demand for artificial intelligence and memory semiconductors is fueling equipment purchases. The company expects revenue of approximately $7.65 billion in the fiscal second quarter, and Chief Executive Officer Gary Dickerson said “the acceleration of industry investments in AI computing” is powering the company’s results.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Equinix (EQIX) shares rally about 8% in premarket trading on Thursday after the data center operator&rsquo;s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company&rsquo;s forecast from accelerated AI demand. - Coinbase (COIN) stock regained some ground in after-hours trading even though the crypto exchange operator reported revenue that fell short of expectations. Quarterly results weakened relative to the third quarter because of market conditions, with Coinbase reporting a loss of $2.49 a share and revenue down almost 22% to $1.78 billion. - Applied Materials (AMAT) surged 10% in late trading after delivering a surprisingly upbeat sales forecast, signaling that demand for artificial intelligence and memory semiconductors is fueling equipment purchases. The company expects revenue of approximately $7.65 billion in the fiscal second quarter, and Chief Executive Officer Gary Dickerson said &ldquo;the acceleration of industry investments in AI computing&rdquo; is powering the company&rsquo;s results.

Equinix Rallies, Coinbase Falls on Crypto Swings, Applied Materials Surges

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b915860f-8c32-4c24-b836-b3ef016b926e/transcript

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

On this episode of Stock Movers:
- Cisco (CSCO) suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability. The company's adjusted gross margin will be roughly 66% in the quarter that runs through April, which is lower than the 68.2% estimated by analysts.

- Logistics stocks sank Thursday as investors rushed to exit the group amid fears over disruption from artificial intelligence, making it the latest casualty of the “AI scare trade.” The Russell 3000 Trucking Index dropped 7.8%, with CH Robinson Worldwide (CHRW) at one point plunging by a record 24%, and Landstar System falling 18%.

- CBRE Group shares drop as much as 15%, extending losses for a second consecutive day amid ongoing concerns about the impact of artificial-intelligence tools on the industry. The company said during its earnings call that the outlook remains uncertain and it would be ‘possible’ for AI to reduce long-term office space demand

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Cisco (CSCO) suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability. The company's adjusted gross margin will be roughly 66% in the quarter that runs through April, which is lower than the 68.2% estimated by analysts. - Logistics stocks sank Thursday as investors rushed to exit the group amid fears over disruption from artificial intelligence, making it the latest casualty of the &ldquo;AI scare trade.&rdquo; The Russell 3000 Trucking Index dropped 7.8%, with CH Robinson Worldwide (CHRW) at one point plunging by a record 24%, and Landstar System falling 18%. - CBRE Group shares drop as much as 15%, extending losses for a second consecutive day amid ongoing concerns about the impact of artificial-intelligence tools on the industry. The company said during its earnings call that the outlook remains uncertain and it would be &lsquo;possible&rsquo; for AI to reduce long-term office space demand

Cisco Tumbles, Logistics Plunge, Real Estate Stocks Drop

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/21e9382d-66c2-4248-a4de-b3ef014ccf65/transcript

On this episode of Stock Movers:

- Equinix (EQIX) shares rally after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.

- Crocs (CROX) shares jump after the footwear company’s fourth-quarter adjusted EPS and revenue easily beat Street estimates and annual guidance also was ahead of consensus expectations.

- Viking Therapeutics (VKTX) gains after the biotech said it plans to advance its oral obesity drug to Phase 3 in the third quarter of this year.

On this episode of Stock Movers: - Equinix (EQIX) shares rally after the data center operator&rsquo;s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company&rsquo;s forecast from accelerated AI demand. - Crocs (CROX) shares jump after the footwear company&rsquo;s fourth-quarter adjusted EPS and revenue easily beat Street estimates and annual guidance also was ahead of consensus expectations. - Viking Therapeutics (VKTX) gains after the biotech said it plans to advance its oral obesity drug to Phase 3 in the third quarter of this year.

Equinix Rallies, Crocs Jumps, Viking Therapeutics Gains

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/340b1b6c-aa92-42aa-8913-b3ef010a84f4/transcript

Estee Lauder Rises, Boeing Gains, CoreWeave Surges Since IPO

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