On this episode of Stock Movers:

-  Haliburton (HAL) shares rise. JPMorgan raises its price target on the oilfield services company as it expects limited first-quarter earnings impact from the war compared to peers. Analyst Arun Jayaram notes that while Halliburton peer SLB cut its 1Q EPS guidance due to Middle East disruptions, Halliburton’s Saudi Arabia and North America guidance is maintained

- Meta Platforms (META) shares fall on concerns about AI spending and concerns about a jury verdict that found Meta and Alphabet's Google liable for harming a young user with products designed to be addictive, which may lead to increased government regulations.

-Carnival (CCL) shares are down. Carnival forecasted adjusted earnings per share for the full year of about $2.21. The company also approved a $2.5 billion share buyback.

On this episode of Stock Movers:
- &nbsp;Haliburton (HAL) shares rise. JPMorgan raises its price target on the oilfield services company as it expects limited first-quarter earnings impact from the war compared to peers. Analyst Arun Jayaram notes that while Halliburton peer SLB cut its 1Q EPS guidance due to Middle East disruptions, Halliburton&rsquo;s Saudi Arabia and North America guidance is maintained
- Meta Platforms (META) shares fall on concerns about AI spending and concerns about a jury verdict that found Meta and Alphabet's Google liable for harming a young user with products designed to be addictive, which may lead to increased government regulations.
-Carnival (CCL) shares are down. Carnival forecasted adjusted earnings per share for the full year of about $2.21. The company also approved a $2.5 billion share buyback.

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

Haliburton Rises, Meta Drops, Carnival Down After 2Q Guidance

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/52d71627-5df5-4908-9d30-b41a00ead792/transcript

On this episode of Stock Movers:

- Nike (NKE) shares edged lower after Piper Sandler downgraded the company to neutral from overweight on concerns that athleisure is becoming too saturated across the industry. Analyst Anna Andreeva says the sportswear giant is also a quarter away from lapping big gains in its Running business and worry that athleisure might be at “peakish levels.”

- Coreweave (CRWV) shares rise after news Anthropic agreed to rent data center capacity to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, with capacity including a variety of Nvidia Corp. chip architectures at data centers in the US.

- Shake Shack (SHAK) shares rise. Mizuho Securities raised the recommendation on Shake Shack Inc. Class A to outperform from neutral, saying its valuation looks attractive with catalysts ahead.  “Our checks point to Q1 SSS growth upside, with drivers in place for comp momentum and restaurant-level margins ahead of current expectations as 2026 progresses,” analyst Nick Setyan wrote in a note.

On this episode of Stock Movers:
- Nike (NKE) shares edged lower after Piper Sandler downgraded the company to neutral from overweight on concerns that athleisure is becoming too saturated across the industry. Analyst Anna Andreeva says the sportswear giant is also a quarter away from lapping big gains in its Running business and worry that athleisure might be at &ldquo;peakish levels.&rdquo;
- Coreweave (CRWV) shares rise after news Anthropic agreed to rent data center capacity to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, with capacity including a variety of Nvidia Corp. chip architectures at data centers in the US.
- Shake Shack (SHAK) shares rise. Mizuho Securities raised the recommendation on Shake Shack Inc. Class A to outperform from neutral, saying its valuation looks attractive with catalysts ahead. &nbsp;&ldquo;Our checks point to Q1 SSS growth upside, with drivers in place for comp momentum and restaurant-level margins ahead of current expectations as 2026 progresses,&rdquo; analyst Nick Setyan wrote in a note.

Nike Falls, CoreWeave Gains, Shake Shack Rises After Being Raised to Outperform at Mizuho

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/41dd692a-544f-4946-975a-b42800f9aa06/transcript

On this episode of Stock Movers:

-Organon (OGN) share surge after the Economic Times reported that Sun Pharmaceutical is set to make a $12 billion offer for Sun Pharma. Sun Pharma has completed detailed due diligence that lasted over three months and is now finalizing a financing package before submission of a firm offer in the coming weeks: ET.

-Coreweave (CRWV) shares rise after news Anthropic agreed to rent data center capacity to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, with capacity including a variety of Nvidia Corp. chip architectures at data centers in the US.

-Kyivstar (KYIV) shares rise after Ukraine’s top negotiator with Russia said he sees progress toward a possible peace deal between the two countries. Kyivstar is expected to benefit from an end to the war, with Oppenheimer saying in September that reconstruction efforts will boost Ukraine’s GDP and offer meaningful upside for the shares.

On this episode of Stock Movers:
-Organon (OGN) share surge after the Economic Times reported that Sun Pharmaceutical is set to make a $12 billion offer for Sun Pharma. Sun Pharma has completed detailed due diligence that lasted over three months and is now finalizing a financing package before submission of a firm offer in the coming weeks: ET.
-Coreweave (CRWV) shares rise after news Anthropic agreed to rent data center capacity to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, with capacity including a variety of Nvidia Corp. chip architectures at data centers in the US.
-Kyivstar (KYIV) shares rise after Ukraine&rsquo;s top negotiator with Russia said he sees progress toward a possible peace deal between the two countries. Kyivstar is expected to benefit from an end to the war, with Oppenheimer saying in September that reconstruction efforts will boost Ukraine&rsquo;s GDP and offer meaningful upside for the shares.

Organon Surges, Coreweave Rises, Kyivstar Jumps on Prospect of Russia, Ukraine Nearing Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fe858407-0e37-4077-b613-b42800ed4974/transcript

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

On this episode of Stock Movers:

- Nvidia-backed Lumentum Holdings (LITE) is leading gains among optical-components makers as the firm said demand from the biggest US tech companies is accelerating. 

- Sun Pharmaceutical (SUNP) shares fall after the Economic Times reported the company is set to make a $12 billion offer for debt-ridden US company Organon & Co.

- Porsche's (P911 GY) first-quarter sales fell after a steep drop in China, where luxury spending remains subdued, compounding pressure from model transitions and slowing demand for electrified cars in the US.
Global deliveries slumped 15% in the period, dragged down by a 21% decline in China, Porsche said Friday. European luxury brands are grappling with fierce local competition and an erosion in pricing power in the worlds’ biggest car market.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Nvidia-backed Lumentum Holdings (LITE) is leading gains among optical-components makers as the firm said demand from the biggest US tech companies is accelerating.&nbsp;
- Sun Pharmaceutical (SUNP) shares fall after the Economic Times reported the company is set to make a $12 billion offer for debt-ridden US company Organon &amp; Co.
- Porsche's (P911 GY) first-quarter sales fell after a steep drop in China, where luxury spending remains subdued, compounding pressure from model transitions and slowing demand for electrified cars in the US. Global deliveries slumped 15% in the period, dragged down by a 21% decline in China, Porsche said Friday. European luxury brands are grappling with fierce local competition and an erosion in pricing power in the worlds&rsquo; biggest car market.

Lumentum Leads Optical Peers Higher; Sun Pharma Shares Fall; Porsche Sales Tumble 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0aa9aa3c-fa52-4ac6-9865-b42800d7adea/transcript

Haliburton Rises, Meta Drops, Carnival Down After 2Q Guidance

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