On this episode of Stock Movers:

- Goldman Sachs (GS) shares rise after the firm posted an all-time Wall Street record of $4.31 billion in equities-trading revenue in the final three months of last year. The firm raised its dividend to $4.50 per share and increased targets for its asset- and wealth-management business, which posted a quarterly record for fees.

- Applied Materials (APLD) shares jump after Barclays upgraded the stock to overweight from equal-weight. The chip-tool maker is also getting a boost after TSMC set a bullish capital spending target, signaling strong demand for AI chips. 

- Coinbase Global (COIN) shares fall after the US Senate Banking Committee delayed its discussion of the crypto market structure bill and Coinbase pulled support of the bill due to its limits on stablecoin rewards.

On this episode of Stock Movers: - Goldman Sachs (GS) shares rise after the firm posted an all-time Wall Street record of $4.31 billion in equities-trading revenue in the final three months of last year. The firm raised its dividend to $4.50 per share and increased targets for its asset- and wealth-management business, which posted a quarterly record for fees. - Applied Materials (APLD) shares jump after Barclays upgraded the stock to overweight from equal-weight. The chip-tool maker is also getting a boost after TSMC set a bullish capital spending target, signaling strong demand for AI chips. - Coinbase Global (COIN)&nbsp;shares fall after the US Senate Banking Committee delayed its discussion of the crypto market structure bill and Coinbase pulled support of the bill due to its limits on stablecoin rewards.

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

Goldman Sachs Rises, Applied Materials Jumps, Coinbase Falls After Senate Crypto Bill Delayed

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6785da5b-a37d-486a-96c5-b3d3010a549f/transcript

On this episode of Stock Movers:

- Taiwan Semiconductor Manufacturing Company (TSMC) ADRs are down after the company said it expects 2026 sales to grow by close to 30% in USD teams.

- ASML soars after it surpassed $500 billion in market value after Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026.

- Boston Scientific (BSX) shares drop after the company agreed to buy Penumbra Inc. in a deal valued at more than $14 billion to expand in the treatment of blood clots and stroke.

On this episode of Stock Movers: - Taiwan Semiconductor Manufacturing Company (TSMC) ADRs are down after the company said it expects 2026 sales to grow by close to 30% in USD teams. - ASML soars after it surpassed $500 billion in market value after Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026. - Boston Scientific (BSX) shares drop after the company agreed to buy Penumbra Inc. in a deal valued at more than $14 billion to expand in the treatment of blood clots and stroke.

TSMC Down, ASML Soars, Boston Scientific Drops on Penumbra Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/11667368-bb77-4dd6-a0f5-b3d300fcefbb/transcript

On this episode of Stock Movers:

- Morgan Stanley’s (MS) debt bankers increased revenue 93% in the fourth quarter, by far the biggest jump on Wall Street and capping a record year for that business. The firm’s debt-underwriting revenue came in at $785 million for the last three months of the year, according to a statement Thursday, while analysts were expecting $635 million. That brought total investment-banking fees to $2.41 billion, up 47% from a year ago. The company reported record annual net income.

- Goldman Sachs (GS) blew through expectations for equities-trading revenue, netting an all-time Wall Street record of $4.31 billion in the final three months of last year. That trumps the previous all-time high for any bank, set by Goldman in the second quarter of 2025. The bank also raised its dividend to $4.50 per share, it said in a statement Thursday.

- US-listed shares of Taiwan Semiconductor Manufacturing Co. (TSMC) are up, after the chipmaker’s results and forecast were seen as strong underscoring that demand trends related to AI remain robust.

On this episode of Stock Movers: - Morgan Stanley&rsquo;s (MS) debt bankers increased revenue 93% in the fourth quarter, by far the biggest jump on Wall Street and capping a record year for that business. The firm&rsquo;s debt-underwriting revenue came in at $785 million for the last three months of the year, according to a statement Thursday, while analysts were expecting $635 million. That brought total investment-banking fees to $2.41 billion, up 47% from a year ago. The company reported record annual net income. - Goldman Sachs (GS) blew through expectations for equities-trading revenue, netting an all-time Wall Street record of $4.31 billion in the final three months of last year. That trumps the previous all-time high for any bank, set by Goldman in the second quarter of 2025. The bank also raised its dividend to $4.50 per share, it said in a statement Thursday. - US-listed shares of Taiwan Semiconductor Manufacturing Co. (TSMC) are up, after the chipmaker&rsquo;s results and forecast were seen as strong underscoring that demand trends related to AI remain robust.

Morgan Stanley Tops Investment-Banking Forecast; Goldman Traders Smash Through Record; TSMC Jumps

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ba12b863-2549-46d4-993e-b3d300e88fe5/transcript

On this episode of Stock Movers:
- BlackRock (BLK) shares are up after the asset manager reported adjusted EPS and net inflows that came in above the average analyst estimates. 
- Taiwan Semiconductor Manufacturing Company (TSMC) is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom.Asia’s most valuable company expects expenditures of $52 billion to $56 billion this year, up at least a quarter from 2025. It also foresees revenue growth of close to 30% in 2026, faster than the average analyst estimate. Shares in key supplier ASML Holding NV rose 7.6% to a record in Europe, sending its market value beyond $500 billion.
- Spotify Technology (SPOT) is raising the price of its premium subscription service by 8% in an effort to achieve sustained profitability. The Swedish audio giant said Thursday prices will increase in the US, its largest market, to $13 a month from $12 a month, and will also go up in Estonia and Latvia. The company had already raised fees in some other countries last year, though it hadn’t bumped up US consumers since 2024.

On this episode of Stock Movers: - BlackRock (BLK) shares are up after the asset manager reported adjusted EPS and net inflows that came in above the average analyst estimates. - Taiwan Semiconductor Manufacturing Company (TSMC) is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom.Asia&rsquo;s most valuable company expects expenditures of $52 billion to $56 billion this year, up at least a quarter from 2025. It also foresees revenue growth of close to 30% in 2026, faster than the average analyst estimate. Shares in key supplier ASML Holding NV rose 7.6% to a record in Europe, sending its market value beyond $500 billion. - Spotify Technology (SPOT) is raising the price of its premium subscription service by 8% in an effort to achieve sustained profitability. The Swedish audio giant said Thursday prices will increase in the US, its largest market, to $13 a month from $12 a month, and will also go up in Estonia and Latvia. The company had already raised fees in some other countries last year, though it hadn&rsquo;t bumped up US consumers since 2024.

Blackrock Beats Estimates; TSMC's Strong Outlook; Spotify Raises Premium Subscription Price

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6a288395-2e5b-4977-9710-b3d300c656ce/transcript

Goldman Sachs Rises, Applied Materials Jumps, Coinbase Falls After Senate Crypto Bill Delayed

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