On this episode of Stock Movers:
- Gold Miners ETF (GDX) shares drop. Gold stocks are down as as traders looked beyond heightened geopolitical tensions to US economic data releases due this week. Platinum slid amid a retreat in precious metals.
- First Solar (FSLR) shares fall after Jefferies cut its recommendation to hold from buy on concerns over tariffs and its valuation. Analyst Julien Dumoulin-Smith sees a cautious 2026 outlook for First Solar due to limited booking visibility and lower than expected tailwinds from Section 232 tariffs as international facilities remain a pain point
- Mobileye (MBLY) shares jump after news the company is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million to expand its robotics capabilities.

On this episode of Stock Movers: - Gold Miners ETF (GDX) shares drop. Gold stocks are down as as traders looked beyond heightened geopolitical tensions to US economic data releases due this week. Platinum slid amid a retreat in precious metals. - First Solar (FSLR) shares fall after Jefferies cut its recommendation to hold from buy on concerns over tariffs and its valuation. Analyst Julien Dumoulin-Smith sees a cautious 2026 outlook for First Solar due to limited booking visibility and lower than expected tailwinds from Section 232 tariffs as international facilities remain a pain point - Mobileye (MBLY) shares jump after news the company is acquiring Israeli startup Mentee Robotics in a cash-and-stock deal valued at $900 million to expand its robotics capabilities.

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

Gold Miners ETF Drops, First Solar Falls, Mobileye Jumps on Mentee Deal  On this episode of Stock Movers:

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c27613a1-6cb8-4e4b-9897-b3cb010b289b/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- GSK announced that its Jideytro (zidesamtinib) achieved a 94% objective response rate in TKI-naïve ROS1-positive non-small cell lung cancer patients in the registrational phase I/II ARROS-1 trial, with no placebo comparator.
- AstraZeneca’s breast-cancer pill trial failure could cut several billion dollars from the drug’s potential sales, according to analysts. 

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - GSK announced that its Jideytro (zidesamtinib) achieved a 94% objective response rate in TKI-na&iuml;ve ROS1-positive non-small cell lung cancer patients in the registrational phase I/II ARROS-1 trial, with no placebo comparator. - AstraZeneca&rsquo;s breast-cancer pill trial failure could cut several billion dollars from the drug&rsquo;s potential sales, according to analysts.

GSK Jumps, Astrazeneca Up

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ca9075a9-ee6a-4f5d-b088-b4c5008b9a0e/transcript

Bloomberg’s Nathan Hager focuses on three stocks for the week ahead. They include: Lennar, Salesforce, and Take-Two.

Nathan previews what to expect from these companies in the week ahead with Avalon Pernell, Bloomberg Equities Reporter.

Bloomberg&rsquo;s Nathan Hager focuses on three stocks for the week ahead. They include: Lennar, Salesforce, and Take-Two. Nathan previews what to expect from these companies in the week ahead with Avalon Pernell, Bloomberg Equities Reporter.

Week Ahead: Lennar, Salesforce, and Take-Two 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9d5153cf-f806-4807-9425-b4c2013c9355/transcript

On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:

- Shares of Skyworks (SWKS) surged after CEO Philip Brace updated investors about the status of a key merger. The stock gained 26%, the best five-day session streak since a stretch in February 2009.

- Lululemon's (LULU) turnaround won't be a quick or easy fix as the company cedes market share to rivals and suffers deepening sales declines, according to BMO Capital Markets. BMO initiated coverage of the stock with an underperform rating and a $70 price target, assuming a roughly 29% decline from where the shares closed on Friday. Analysts say the company's "irrelevance with the consumer is showing up in the numbers" and that Lululemon will need to cut prices or liquidate merchandise to reinvigorate demand, which will also pressure margins. During trading on Friday, share rose to just under $100 per share at the close in New York. While the average price target of about $100 is near where shares traded at Friday’s close, the stock has slumped 52% this year and is down more than 80% from a December 2023 record.

- Cooper (COO) led the decliners in health care and lowered its full-year-outlook. On Thursday, it saw its shares tumble as much as 20%, the most intraday since 2008.

On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:
- Shares of Skyworks (SWKS) surged after CEO Philip Brace updated investors about the status of a key merger. The stock gained 26%, the best five-day session streak since a stretch in February 2009.
- Lululemon's (LULU) turnaround won't be a quick or easy fix as the company cedes market share to rivals and suffers deepening sales declines, according to BMO Capital Markets. BMO initiated coverage of the stock with an underperform rating and a $70 price target, assuming a roughly 29% decline from where the shares closed on Friday. Analysts say the company's "irrelevance with the consumer is showing up in the numbers" and that Lululemon will need to cut prices or liquidate merchandise to reinvigorate demand, which will also pressure margins. During trading on Friday, share rose to just under $100 per share at the close in New York. While the average price target of about $100 is near where shares traded at Friday&rsquo;s close, the stock has slumped 52% this year and is down more than 80% from a December 2023 record.
- Cooper (COO) led the decliners in health care and lowered its full-year-outlook. On Thursday, it saw its shares tumble as much as 20%, the most intraday since 2008.

Weekly Roundup: Skyworks Surges, Lululemon Falls, Cooper Drops

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/516de8b2-4161-4ad3-91b3-b4c20177dc3d/transcript

Gold Miners ETF Drops, First Solar Falls, Mobileye Jumps on Mentee Deal On this episode of Stock Movers:

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