On this episode of Stock Movers:
- JPMorgan Chase & Co.’s (JPM) shares rise as stock traders took in a record haul in the first quarter, boosted by chaotic market moves set off by President Donald Trump’s policy announcements after he took office in January.
- Morgan Stanley’s (MS) shares rise as stock-traders delivered first-quarter revenue that exceeded analyst predictions, as Wall Street’s biggest banks continue to benefit from turbulence ignited by President Donald Trump’s policies. 
- Texas Instrument (TXN) shares fall, as geopolitical tensions between the U.S. and China continue to escalate. Earlier, the China Semiconductor Industry Association issued an emergency notice on the method for determining the origin of chip imports.

On this episode of Stock Movers: - JPMorgan Chase &amp; Co.&rsquo;s (JPM) shares rise as stock traders took in a record haul in the first quarter, boosted by chaotic market moves set off by President Donald Trump&rsquo;s policy announcements after he took office in January. - Morgan Stanley&rsquo;s (MS) shares rise as stock-traders delivered first-quarter revenue that exceeded analyst predictions, as Wall Street&rsquo;s biggest banks continue to benefit from turbulence ignited by President Donald Trump&rsquo;s policies. - Texas Instrument (TXN) shares fall, as geopolitical tensions between the U.S. and China continue to escalate. Earlier, the China Semiconductor Industry Association issued an emergency notice on the method for determining the origin of chip imports.

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

JPMorgan Higher, Morgan Stanley Rises, Texas Instruments Falls on US-China Tensions

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/114e20f1-04f1-4a80-b517-b2bc00fe591f/transcript

On this episode of Stock Movers:

- Dell (DELL) shares jumped after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run artificial intelligence tasks. Revenue in the fiscal year ending in January 2027 will be about $192 billion, including $74 billion from the sale of AI servers, which is up from an outlook in May of about $167 billion.

- Palo Alto Networks (PANW) shares shares slide as much as 9.5% in intraday trading, the most since February, after the cybersecurity firm reported recurring revenue that beat analyst estimates but fell short of elevated investor expectations. 

- Eos Energy (EOSE) shares rise after the company, MN8 Energy and Alphabet’s Google announced a project that will use 10 MW of Eos’ zinc-based energy storage products. The collaboration will deliver a combined 86 MW of solar, 10 MW of zinc-based long-duration energy storage and 70 MW of lithium-ion energy storage in West Virginia.

On this episode of Stock Movers:
- Dell (DELL) shares jumped after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run artificial intelligence tasks. Revenue in the fiscal year ending in January 2027 will be about $192 billion, including $74 billion from the sale of AI servers, which is up from an outlook in May of about $167 billion.
- Palo Alto Networks (PANW) shares shares slide as much as 9.5% in intraday trading, the most since February, after the cybersecurity firm reported recurring revenue that beat analyst estimates but fell short of elevated investor expectations.&nbsp;
- Eos Energy (EOSE) shares rise after the company, MN8 Energy and Alphabet&rsquo;s Google announced a project that will use 10 MW of Eos&rsquo; zinc-based energy storage products. The collaboration will deliver a combined 86 MW of solar, 10 MW of zinc-based long-duration energy storage and 70 MW of lithium-ion energy storage in West Virginia.

Dell Jumps, Palo Alto Networks Drops, Eos Energy Rises on Power Project With Google, MN8

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/42a61f9d-e5e1-4839-b5c3-b4b900fa2a3d/transcript

On this episode of Stock Movers:

- Dell (DELL) shares jumped after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run artificial intelligence tasks. Revenue in the fiscal year ending in January 2027 will be about $192 billion, including $74 billion from the sale of AI servers, which is up from an outlook in May of about $167 billion.

- GitLab (GTLB) shares rally after the software company’s second-quarter results beat expectations at the same time as the company boosted its full-year forecast.

- FuelCell (FCEL) shares fall. The renewable energy equipment company reported third-quarter results that were weaker than expected on key metrics.

On this episode of Stock Movers:
- Dell (DELL) shares jumped after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run artificial intelligence tasks. Revenue in the fiscal year ending in January 2027 will be about $192 billion, including $74 billion from the sale of AI servers, which is up from an outlook in May of about $167 billion.
- GitLab (GTLB) shares rally after the software company&rsquo;s second-quarter results beat expectations at the same time as the company boosted its full-year forecast.
- FuelCell (FCEL) shares fall. The renewable energy equipment company reported third-quarter results that were weaker than expected on key metrics.

Dell Rises, GitLab Gains, FuelCell Falls as Third-Quarter Results Miss Expectations

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d602fb42-2385-4dae-a9ef-b4b900f1eb10/transcript

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

On this episode of Stock Movers:

- Uber Technologies (UBER) is cutting about 3,300 roles, or 10% of its staff globally, in a massive restructuring aimed at reducing management layers and reallocating spending into its ride-sharing, delivery and robotaxi businesses. 

- Dell Technologies (DELL) shares gain after the company’s second-quarter results beat expectations and it raised its full-year revenue forecast, supported by strong AI-related demand for its servers. 

- PG&E (PCG) plans to defer about $2 billion of investments next year as part of a strategic review of its businesses, a move that comes after it said a proposed revamp of California’s wildfire response didn’t do enough to protect the company and its peers from the cost of such disasters.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Uber Technologies (UBER) is cutting about 3,300 roles, or 10% of its staff globally, in a massive restructuring aimed at reducing management layers and reallocating spending into its ride-sharing, delivery and robotaxi businesses.&nbsp;
- Dell Technologies (DELL) shares gain after the company&rsquo;s second-quarter results beat expectations and it raised its full-year revenue forecast, supported by strong AI-related demand for its servers.&nbsp;
- PG&amp;E (PCG) plans to defer about $2 billion of investments next year as part of a strategic review of its businesses, a move that comes after it said a proposed revamp of California&rsquo;s wildfire response didn&rsquo;t do enough to protect the company and its peers from the cost of such disasters.

Uber to Cut 3,300 Jobs; Dell Rallies; PG&E Falls

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/d0f7370f-b3e4-4abd-9ddf-b4b900de5852/transcript

JPMorgan Higher, Morgan Stanley Rises, Texas Instruments Falls on US-China Tensions

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