On this episode of Stock Movers:

 -  European defense stocks are outperforming this morning as the UK plans to spend £1.5 billion to build six munitions factories, expand its fleet of attack submarines and invest in its nuclear deterrent.

 - Global stocks started the new month under pressure as a flare-up in global trade tensions and geopolitical uncertainty dampened investors’ appetite for risk.

 - Warsaw WIG20 index drops as much as 3.4% in early trading after the nationalist opposition candidate wins Poland’s presidential election; results are seen as a blow for pro-EU cabinet and its delayed reforms agenda as well as a test for this year’s rally on local assets.

On this episode of Stock Movers:
&nbsp;- &nbsp;European defense stocks are outperforming this morning as the UK plans to spend &pound;1.5 billion to build six munitions factories, expand its fleet of attack submarines and invest in its nuclear deterrent.
&nbsp;- Global stocks started the new month under pressure as a flare-up in global trade tensions and geopolitical uncertainty dampened investors&rsquo; appetite for risk.
&nbsp;- Warsaw WIG20 index drops as much as 3.4% in early trading after the nationalist opposition candidate wins Poland&rsquo;s presidential election; results are seen as a blow for pro-EU cabinet and its delayed reforms agenda as well as a test for this year&rsquo;s rally on local assets.

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

EU Defence Gains, Polish Stocks Drop, Global Trade Dip

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3e39a121-2e04-4133-b130-b2f0008887aa/transcript

On this episode of Stock Movers:
- JPMorgan Chase's (JPM) investment-banking fees unexpectedly fell in the fourth quarter, missing the firm’s own guidance from just last month. The biggest US bank generated $2.35 billion from the business in the last three months of 2025, down 5% from a year earlier, according to a statement Tuesday. The firm said in December that it expected a percentage gain in the “low single digits.” The investment-banking results were largely driven by a surprise 2% decline in debt-underwriting fees while analysts expected a 19% gain.
- Delta Air (DAL) shares slump after the carrier gave profit forecast for the full year 2026, with the midpoint of the range falling short of the average analyst estimate. Delta is also ordering 30 Boeing Co. 787 Dreamliner jets in its first-ever purchase of that model, providing a boost to the US planemaker that highlights the airline’s optimism for international travel demand.
- L3Harris (LHX) shares gain after the contractor said the Department of Defense is set to invest in its Missile Solutions business through a $1 billion convertible preferred security, which would automatically convert into common equity upon the unit’s planned IPO.

On this episode of Stock Movers: - JPMorgan Chase's (JPM) investment-banking fees unexpectedly fell in the fourth quarter, missing the firm&rsquo;s own guidance from just last month. The biggest US bank generated $2.35 billion from the business in the last three months of 2025, down 5% from a year earlier, according to a statement Tuesday. The firm said in December that it expected a percentage gain in the &ldquo;low single digits.&rdquo; The investment-banking results were largely driven by a surprise 2% decline in debt-underwriting fees while analysts expected a 19% gain. - Delta Air (DAL) shares slump after the carrier gave profit forecast for the full year 2026, with the midpoint of the range falling short of the average analyst estimate. Delta is also ordering 30 Boeing Co. 787 Dreamliner jets in its first-ever purchase of that model, providing a boost to the US planemaker that highlights the airline&rsquo;s optimism for international travel demand. - L3Harris (LHX) shares gain after the contractor said the Department of Defense is set to invest in its Missile Solutions business through a $1 billion convertible preferred security, which would automatically convert into common equity upon the unit&rsquo;s planned IPO.

JPMorgan Earnings Release; Delta Shares Slide; L3Harris Jumps on Pentagon Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/49eb5356-2be9-4a9b-b62c-b3d100c67c7a/transcript

On this episode of Stock Movers:
- BAE Systems and Leonardo shares fall as much as 1.6% as Deutsche Bank cuts its ratings as part of several changes in European defense. Thales is down as much as 2.3%
- Diageo — the maker of Guinness and Johnnie Walker — is considering options for its China assets, including a sale. Advisers have been tasked with sounding out interest from local buyers and private equity houses. Shares rose more than 2% in early trading on the news, as investors kept spirits up.
- Raspberry Pi shares drop as much as 10%, slumping to a record low, after the computing company’s strong results were overshadowed by its warning over the rapid increase in the cost of DRAM memory chips.

On this episode of Stock Movers: - BAE Systems and Leonardo shares fall as much as 1.6% as Deutsche Bank cuts its ratings as part of several changes in European defense. Thales is down as much as 2.3% - Diageo&nbsp;&mdash; the maker of&nbsp;Guinness&nbsp;and&nbsp;Johnnie Walker&nbsp;&mdash;&nbsp;is considering options for its China assets, including a sale. Advisers have been tasked with sounding out interest from local buyers and private equity houses. Shares rose more than 2% in early trading on the news, as investors kept spirits up. - Raspberry Pi&nbsp;shares drop as much as 10%, slumping to a record low, after the computing company&rsquo;s strong results were overshadowed by its warning over the rapid increase in the cost of DRAM memory chips.

BAE Systems Slides, Diageo Up, Raspberry Pi Slumps

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e6200fb3-c27c-41c2-81dc-b3d100a61be2/transcript

On this episode of Stock Movers:
- Orsted shares surged after a US judge ruled work can resume on a wind farm off the coast of Rhode Island while it challenges the government’s latest attempt to stop offshore projects from being built.
- Diageo — the maker of Guinness and Johnnie Walker — is considering options for its China assets, including a sale. Advisers have been tasked with sounding out interest from local buyers and private equity houses. Shares rose more than 2% in early trading on the news, as investors kept spirits up.
- While expectations entering 2026 are higher for European semiconductors following sharp re-rating in 2025, analysts at Jefferies expect the sector to face a “choppy ride", noting that underlying trends for most companies remain “subdued” in their estimation. In semicap, they downgrade ASM International and VAT Group to Underperform.

On this episode of Stock Movers: - Orsted&nbsp;shares surged after a US judge ruled work can resume on a wind farm off the coast of Rhode Island while it challenges the government&rsquo;s latest attempt to stop offshore projects from being built. - Diageo&nbsp;&mdash; the maker of&nbsp;Guinness&nbsp;and&nbsp;Johnnie Walker&nbsp;&mdash;&nbsp;is considering options for its China assets, including a sale. Advisers have been tasked with sounding out interest from local buyers and private equity houses. Shares rose more than 2% in early trading on the news, as investors kept spirits up. - While expectations entering 2026 are higher for European semiconductors following sharp re-rating in 2025, analysts at Jefferies expect the sector to face a &ldquo;choppy ride", noting that underlying trends for most companies remain &ldquo;subdued&rdquo; in their estimation. In semicap, they downgrade&nbsp;ASM International&nbsp;and&nbsp;VAT Group&nbsp;to Underperform.

Orsted Soars, Diageo Rises, ASM Downgraded

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2c8c8611-5794-4864-b546-b3d10096f120/transcript

EU Defence Gains, Polish Stocks Drop, Global Trade Dip

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