On this episode of Stock Movers:

-Humana (HUM) shares surge. The company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. The company’s largest Medicare Advantage contract with more than 2 million members improved its rating above the threshold to earn bonus payments, according to data released from the Centers for Medicare and Medicaid Services.

-Lumentum (LITE) shares are up. Lumentum Holdings Inc.’s optical components are “completely sold out” through early 2029 on demand from tech companies clamoring for faster AI data centers, according to its chief executive officer.

-T-Mobile (TMUS) shares drop. This comes with news that Space Exploration Technologies, or SpaceX, plans to buy significant wireless spectrum, bolstering its Starlink service.

On this episode of Stock Movers: -Humana (HUM) shares surge. The company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. The company&rsquo;s largest Medicare Advantage contract with more than 2 million members improved its rating above the threshold to earn bonus payments, according to data released from the Centers for Medicare and Medicaid Services. -Lumentum (LITE) shares are up. Lumentum Holdings Inc.&rsquo;s optical components are &ldquo;completely sold out&rdquo; through early 2029 on demand from tech companies clamoring for faster AI data centers, according to its chief executive officer. -T-Mobile (TMUS) shares drop. This comes with news that Space Exploration Technologies, or SpaceX, plans to buy significant wireless spectrum, bolstering its Starlink service.

Listen for Short 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 Short 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

Listen for short 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 short 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.

Humana Surges, Lumentum Gains, and T-Mobile Drops on SpaceX Spectrum Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6ee4ce32-e964-4085-a2f3-b4de00fa4143/transcript

On this episode of Stock Movers:

-Tesla (TSLA) shares gain. Tesla Inc. is backing away from its Full Self-Driving branding to help secure approval for the driver-assistance system in Europe. The automaker has begun using the name “Tesla Assisted Driving” on its European websites, while the US version of the site continues to use “Full Self-Driving (Supervised)” Tesla’s driver-assistance branding has been a point of contention with regulators, safety advocates and some customers, who say the name gives the impression of full autonomy.

-Apple (APPL) shares drop after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.

-Netflix (NFLX) shares drop. Netflix is planning a major round of layoffs coming as soon as next week would cut about 5% of its headcount, according to a new report. The streaming giant plans a significant restructuring that “will impact” about 5% of staffers and “could be announced as early as next week,” according to a report by Puck News citing anonymous sources.

On this episode of Stock Movers:
-Tesla (TSLA) shares gain. Tesla Inc. is backing away from its Full Self-Driving branding to help secure approval for the driver-assistance system in Europe. The automaker has begun using the name &ldquo;Tesla Assisted Driving&rdquo; on its European websites, while the US version of the site continues to use &ldquo;Full Self-Driving (Supervised)&rdquo; Tesla&rsquo;s driver-assistance branding has been a point of contention with regulators, safety advocates and some customers, who say the name gives the impression of full autonomy.
-Apple (APPL) shares drop after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.
-Netflix (NFLX) shares drop. Netflix is planning a major round of layoffs coming as soon as next week would cut about 5% of its headcount, according to a new report. The streaming giant plans a significant restructuring that &ldquo;will impact&rdquo; about 5% of staffers and &ldquo;could be announced as early as next week,&rdquo; according to a report by Puck News citing anonymous sources.

Tesla Gains, Apple Falls, Netflix Drops on Report of Layoffs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e02585eb-f915-4eca-89de-b4de00fe3ef2/transcript

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

On this episode of Stock Movers:

- Delta (DAL) shares are sliding after the company reduced its full-year earnings outlook due to high jet fuel prices stemming from the war in the Middle East.

- Humana (HUM) is surging as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. Shares of CVS meanwhile fell as ratings for some of its largest plans deteriorated, while UnitedHealth shares were little changed in premarket trading.

- Apple (AAPL) shares are slipping after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Delta (DAL) shares are sliding after the company reduced its full-year earnings outlook due to high jet fuel prices stemming from the war in the Middle East.
- Humana (HUM) is surging as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. Shares of CVS meanwhile fell as ratings for some of its largest plans deteriorated, while UnitedHealth shares were little changed in premarket trading.
- Apple (AAPL) shares are slipping after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.

Delta and Apple Slip; Humana Higher

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9e136dd5-3bb3-4516-a39a-b4de00d865b8/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Delta (DAL) shares are sliding after the company reduced its full-year earnings outlook due to high jet fuel prices stemming from the war in the Middle East.
- SpaceX (SPCX) shares are moving after the company announced an agreement to acquire a nationwide low-band spectrum license portfolio, the company says in a post on X. The license portfolio will be up to 14 megahertz of paired spectrum in the 800 MHz band.
- Apple (AAPL) shares are slipping after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.
- Humana (HUM) is surging as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. Shares of CVS meanwhile fell as ratings for some of its largest plans deteriorated, while UnitedHealth shares were little changed in premarket trading.
- Lumentum (LITE), which is backed by Nvidia, is moving as the company's optical components are "completely sold out" through early 2029 due to demand from tech companies for faster AI data centers. Lumentum plans to invest at least $350 million in its key factory and a neighboring facility to ramp up capacity and meet runaway demand for its products.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Delta (DAL) shares are sliding after the company reduced its full-year earnings outlook due to high jet fuel prices stemming from the war in the Middle East. - SpaceX (SPCX) shares are moving after the company announced an agreement to acquire a nationwide low-band spectrum license portfolio, the company says in a post on X. The license portfolio will be up to 14 megahertz of paired spectrum in the 800 MHz band. - Apple (AAPL) shares are slipping after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand. - Humana (HUM) is surging as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. Shares of CVS meanwhile fell as ratings for some of its largest plans deteriorated, while UnitedHealth shares were little changed in premarket trading. - Lumentum (LITE), which is backed by Nvidia, is moving as the company's optical components are "completely sold out" through early 2029 due to demand from tech companies for faster AI data centers. Lumentum plans to invest at least $350 million in its key factory and a neighboring facility to ramp up capacity and meet runaway demand for its products.

Delta Lowers Outlook; Apple Slips; Humana Surges

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c357b698-1d56-4e71-b95a-b4de00b58e92/transcript

Humana Surges, Lumentum Gains, and T-Mobile Drops on SpaceX Spectrum Deal

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