On this episode of Stock Movers:
- Intel (INTC) shares drop after the company was downgraded to reduce from hold at HSBC, which writes that recent deal-related strength in the stock is “not sustainable.”
- FedEx (FDX) shares fall after JPMorgan analyst Brian Ossenbeck cut the recommendation on the parcel carrier to neutral from overweight, writing that a perception of weakened price discipline among less-than-truckload carriers justifies lower multiples across that group of companies.
- Oracle (ORCL) shares gain as analysts remain optimistic about the company in the wake of a report about margins at its cloud-computing business. Firms continue to see strong tailwinds related to AI.

On this episode of Stock Movers: - Intel (INTC) shares drop after the company was downgraded to reduce from hold at HSBC, which writes that recent deal-related strength in the stock is &ldquo;not sustainable.&rdquo; - FedEx (FDX) shares fall after JPMorgan analyst Brian Ossenbeck cut the recommendation on the parcel carrier to neutral from overweight, writing that a perception of weakened price discipline among less-than-truckload carriers justifies lower multiples across that group of companies. - Oracle (ORCL) shares gain as analysts remain optimistic about the company in the wake of a report about margins at its cloud-computing business. Firms continue to see strong tailwinds related to AI.

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

Intel Drops, FedEx Falls, Oracle Gains As Analysts See Opportunity 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/41fb8154-c9da-4224-8027-b37000edf256/transcript

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

On this episode of Stock Movers: 
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.

- Micron Technology (MU) and Sandisk (SNDK) are both being started with buy ratings at Melius Research, which sees strong long-term tailwinds for the companies due to AI. The firm has a two-year price target of $1,350 for Sandisk, and a $700 target on Micron. MU gains 3.4%, SNDK is up +2.5%

- Veradermics (MANE) shares jump as much as 44% to hit its highest level since its February IPO, after the drug developer said its experimental oral therapy for male pattern hair loss met all primary and key secondary endpoints

- Walt Disney (DIS) shares fall as much as 0.4%, erasing an earlier gain, after President Donald Trump said the company should fire Jimmy Kimmel.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. - Micron Technology (MU) and Sandisk (SNDK) are both being started with buy ratings at Melius Research, which sees strong long-term tailwinds for the companies due to AI. The firm has a two-year price target of $1,350 for Sandisk, and a $700 target on Micron. MU gains 3.4%, SNDK is up +2.5% - Veradermics (MANE) shares jump as much as 44% to hit its highest level since its February IPO, after the drug developer said its experimental oral therapy for male pattern hair loss met all primary and key secondary endpoints - Walt Disney (DIS) shares fall as much as 0.4%, erasing an earlier gain, after President Donald Trump said the company should fire Jimmy Kimmel.

Closing Bell: Micron/Sandisk Gain, Veradermics Surges, Disney Falls

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/de5e3e27-fa85-4bbf-9b0e-b439014db686/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:

- Microsoft (MSFT) and OpenAI have agreed to drop the software giant’s exclusive right to sell the startup’s AI models, opening the door for the ChatGPT maker to pursue deals with cloud-computing rivals like Amazon.com Inc.

- United Airlines (UAL) Chief Executive Officer Scott Kirby confirmed he approached American Airlines Group Inc. and that talks have ended, laying out the virtues of a merger that he said could have strengthened corporate America and won approval from regulators.

- Verizon Communications (VZ) surprised analysts when it reported a gain of mobile subscribers, an early signal that new Chief Executive Officer Dan Schulman’s strategy for recapturing market share is already paying off.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Microsoft (MSFT) and OpenAI have agreed to drop the software giant&rsquo;s exclusive right to sell the startup&rsquo;s AI models, opening the door for the ChatGPT maker to pursue deals with cloud-computing rivals like Amazon.com Inc. - United Airlines (UAL)&nbsp;Chief Executive Officer&nbsp;Scott Kirby&nbsp;confirmed he approached&nbsp;American Airlines Group Inc.&nbsp;and that talks have ended, laying out the virtues of a merger that he said could have strengthened corporate America and won approval from regulators. - Verizon Communications (VZ)&nbsp;surprised&nbsp;analysts when it reported a gain of mobile subscribers, an early signal that new Chief Executive Officer&nbsp;Dan Schulman&rsquo;s strategy for recapturing market share is already paying off.

Microsoft Swings on OpenAI, United Airlines Sinks, Verizon Jumps

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/97ab07ac-808d-474f-9773-b439013c3115/transcript

On this episode of Stock Movers:
- Qualcomm (QCOM) shares jumped after a tech industry analyst suggested the chipmaker is working with OpenAI on a smartphone. analyst, Ming-Chi Kuo, said his industry checks revealed that OpenAI was working with MediaTek Inc. and Qualcomm to develop smartphone processors.
- Microsoft (MSFT) shares fall. Microsoft Corp. and OpenAI have agreed to drop the software giant’s exclusive right to sell the startup’s AI models. The new pact simplifies a complicated relationship and allows OpenAI to pursue deals with cloud-computing rivals like Amazon.com Inc.
- Domino's (DPZ) shares sunk to its lowest in almost three years after the company revised its full-year outlook and reported a first quarter comparable sales miss. The company now expects 2026 US same-store sales to grow at a low-single-digit rate, and its US same‑store sales climbed 0.9% in the first quarter, less than the 2.5% increase expected by analysts.

On this episode of Stock Movers: - Qualcomm (QCOM) shares jumped after a tech industry analyst suggested the chipmaker is working with OpenAI on a smartphone. analyst, Ming-Chi Kuo, said his industry checks revealed that OpenAI was working with MediaTek Inc. and Qualcomm to develop smartphone processors. - Microsoft (MSFT) shares fall. Microsoft Corp. and OpenAI have agreed to drop the software giant&rsquo;s exclusive right to sell the startup&rsquo;s AI models. The new pact simplifies a complicated relationship and allows OpenAI to pursue deals with cloud-computing rivals like Amazon.com Inc. - Domino's (DPZ) shares sunk to its lowest in almost three years after the company revised its full-year outlook and reported a first quarter comparable sales miss. The company now expects 2026 US same-store sales to grow at a low-single-digit rate, and its US same‑store sales climbed 0.9% in the first quarter, less than the 2.5% increase expected by analysts.

Qualcomm Gains, Microsoft Falls, Domino's Sinks as Outlook Revised to a More Ambiguous Tone

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1e57570c-9d4b-42f2-bfee-b43900fc9646/transcript

Intel Drops, FedEx Falls, Oracle Gains As Analysts See Opportunity

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