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 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

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

On this episode of Stock Movers:
- Coinbase Global Inc. shares (COIN) rise after it was raised to buy from neutral at BofA Global Research on growth from new products and a lower valuation.
- Nike shares (NKE) fall 1% as Needham analyst Tom Nikic downgrades the athletic footwear maker to hold from buy given his view that a turnaround is taking longer than expected.
- Soho House (SHCO) declines after the members’ club operator said it faces a funding gap tied to the company’s pending sale.

On this episode of Stock Movers: - Coinbase Global Inc. shares (COIN) rise after it was raised to buy from neutral at BofA Global Research on growth from new products and a lower valuation. - Nike shares (NKE) fall 1% as Needham analyst Tom Nikic downgrades the athletic footwear maker to hold from buy given his view that a turnaround is taking longer than expected. - Soho House (SHCO) declines after the members&rsquo; club operator said it faces a funding gap tied to the company&rsquo;s pending sale.

Coinbase Rises, Nike Falls, Soho House Declines After ratings Downgrade

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b2cf5c07-ab80-4d1a-88f2-b3cc010d1b96/transcript

On this episode of Stock Movers:
- Kratos (KTOS) shares rise. US defense stocks rally after President Donald Trump said he wants to increase the country’s military budget by about 50% to $1.5 trillion in 2027. 
- Constellation Brands (STZ) shares surge, the most intraday since November 2020, after the maker of Modelo Especial and Corona reported comparable EPS and net sales for the third quarter that beat consensus and reaffirmed its full-year forecast. 
- Warner Bros Discovery (WBD) shares drop. Paramount Skydance reaffirmed its offer to buy Warner Bros. Discovery Inc. for $30 a share, insisting its hostile bid is superior to one from Netflix Inc. despite multiple rejections by Warner Bros.’ board.

On this episode of Stock Movers: - Kratos (KTOS) shares rise. US defense stocks rally after President Donald Trump said he wants to increase the country&rsquo;s military budget by about 50% to $1.5 trillion in 2027. - Constellation Brands (STZ) shares surge, the most intraday since November 2020, after the maker of Modelo Especial and Corona reported comparable EPS and net sales for the third quarter that beat consensus and reaffirmed its full-year forecast. - Warner Bros Discovery (WBD) shares drop. Paramount Skydance reaffirmed its offer to buy Warner Bros. Discovery Inc. for $30 a share, insisting its hostile bid is superior to one from Netflix Inc. despite multiple rejections by Warner Bros.&rsquo; board.

Kratos, Constellation Brands Surges, Warner Bros Drops as Paramount Reaffirms Offer  On this episode of Stock Movers:

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c0330d4d-e1a7-446f-a625-b3cc0104ea29/transcript

On this episode of Stock Movers:
- US defense stocks rally premarket after President Trump said he wants to increase the country’s military budget by about 50% to $1.5 trillion in 2027. The President also issued an executive order aimed at limiting executive compensation and stopping buybacks and dividends for companies unless they invest in speeding weapons development. Bernstein says questions abound regarding each of the president’s actions, but that it’s clear both military spending and scrutiny over its recipients will grow. 
- President Trump wrote that he is immediately taking steps to “ban large institutional investors from buying more single-family homes” in an effort to foster housing affordability. Housing related stocks were especially hard hit. Blackstone, the private equity firm that is a major investor in residential real estate, lost 5.6%. Home rental company American Homes 4 Rent fell 4.3%, while Invitation Homes Inc. sank 6%.
- Constellation Brands (STZ) shares are up after the maker of Modelo Especial and Corona reported comparable EPS and net sales for the third quarter that beat consensus and reaffirmed its full-year forecast.

On this episode of Stock Movers: - US defense stocks rally premarket after President Trump said he wants to increase the country&rsquo;s military budget by about 50% to $1.5 trillion in 2027. The President also issued an executive order aimed at limiting executive compensation and stopping buybacks and dividends for companies unless they invest in speeding weapons development. Bernstein says questions abound regarding each of the president&rsquo;s actions, but that it&rsquo;s clear both military spending and scrutiny over its recipients will grow. - President Trump wrote that he is immediately taking steps to &ldquo;ban large institutional investors from buying more single-family homes&rdquo; in an effort to foster housing affordability. Housing related stocks were especially hard hit. Blackstone, the private equity firm that is a major investor in residential real estate, lost 5.6%. Home rental company American Homes 4 Rent fell 4.3%, while Invitation Homes Inc. sank 6%. - Constellation Brands (STZ) shares are up after the maker of Modelo Especial and Corona reported comparable EPS and net sales for the third quarter that beat consensus and reaffirmed its full-year forecast.

Defense Stocks Surge; Housing Related Stocks Drop; Constellation Brands Gains on 3Q Beat,

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/31f687a2-5bef-40c4-930b-b3cc00eb25d7/transcript

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

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