On this episode of Stock Movers:
- Kratos (KTOS) shares rise. US defense stocks rally after President Donald Trump said he wants to increase the country’s military budget by about 50% to $1.5 trillion in 2027. 
- Constellation Brands (STZ) shares surge, the most intraday since November 2020, after the maker of Modelo Especial and Corona reported comparable EPS and net sales for the third quarter that beat consensus and reaffirmed its full-year forecast. 
- Warner Bros Discovery (WBD) shares drop. Paramount Skydance reaffirmed its offer to buy Warner Bros. Discovery Inc. for $30 a share, insisting its hostile bid is superior to one from Netflix Inc. despite multiple rejections by Warner Bros.’ board.

On this episode of Stock Movers: - Kratos (KTOS) shares rise. US defense stocks rally after President Donald Trump said he wants to increase the country&rsquo;s military budget by about 50% to $1.5 trillion in 2027. - Constellation Brands (STZ) shares surge, the most intraday since November 2020, after the maker of Modelo Especial and Corona reported comparable EPS and net sales for the third quarter that beat consensus and reaffirmed its full-year forecast. - Warner Bros Discovery (WBD) shares drop. Paramount Skydance reaffirmed its offer to buy Warner Bros. Discovery Inc. for $30 a share, insisting its hostile bid is superior to one from Netflix Inc. despite multiple rejections by Warner Bros.&rsquo; board.

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

Kratos, Constellation Brands Surges, Warner Bros Drops as Paramount Reaffirms Offer  On this episode of Stock Movers:

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c0330d4d-e1a7-446f-a625-b3cc0104ea29/transcript

On this episode of Stock Movers:
- Shares in Oklo (OKLO) and Vistra (VST) rally as Meta Platforms (META) agreed to a series of electricity deals for its data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers.
- Revolution Medicines (RVMD) shares jump after the Financial Times reported that Merck is in talks to buy the cancer drugmaker. The report comes days after another drugmaker, AbbVie, denied it was in talks to acquire Revolution.
- General Motors (GM) will take another $6 billion in charges tied to production cutbacks in its electric vehicle and battery operations as the financial fallout spreads from the weakening US market for EVs.

On this episode of Stock Movers: - Shares in Oklo (OKLO) and Vistra (VST) rally as Meta Platforms (META) agreed to a series of electricity deals for its data centers that will make it the biggest buyer of nuclear power among its hyperscaler peers. - Revolution Medicines (RVMD) shares jump after the Financial Times reported that Merck is in talks to buy the cancer drugmaker. The report comes days after another drugmaker, AbbVie, denied it was in talks to acquire Revolution. - General Motors (GM) will take another $6 billion in charges tied to production cutbacks in its electric vehicle and battery operations as the financial fallout spreads from the weakening US market for EVs.

Meta Signs Nuclear Deals ; Merck in Talks to Buy Revolution; GM’s EV Charges Balloon to $7.6 Billion

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a90a86d0-8673-40ca-be28-b3cd00c7b5df/transcript

On this episode of Stock Movers:
- Rio Tinto is in talks to buy Glencore to create the world’s biggest mining company with a combined market value of more than $200 billion, a little over a year after earlier talks between the two collapsed.
- BNP Paribas shares rose as much as 3.9% after J.P. Morgan raised the French lender’s stock to overweight from neutral, citing the prospect of improved profitability and lessening concern over its capital level. This is BNP’s second upgrade this week. 
- L’Oreal shares rose as much as 4.7%, the most since July, as UBS upgrades the cosmetics group to buy from neutral, predicting an improvement in industry growth and the cosmetics group’s like-for-like sales outperformance.

On this episode of Stock Movers: - Rio Tinto is in talks to buy Glencore to create the world&rsquo;s biggest mining company with a combined market value of more than $200 billion, a little over a year after earlier talks between the two collapsed. - BNP Paribas shares rose as much as 3.9% after J.P. Morgan raised the French lender&rsquo;s stock to overweight from neutral, citing the prospect of improved profitability and lessening concern over its capital level. This is BNP&rsquo;s second upgrade this week. - L&rsquo;Oreal shares rose as much as 4.7%, the most since July, as UBS upgrades the cosmetics group to buy from neutral, predicting an improvement in industry growth and the cosmetics group&rsquo;s like-for-like sales outperformance.

Rio Tinto Talks, BNP, L'Oreal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3c5d3288-3ed1-4d8f-a8a3-b3cd00a5e739/transcript

On this episode of Stock Movers:
- Rio Tinto is in talks to buy Glencore to create the world’s biggest mining company with a combined market value of more than $200 billion, a little over a year after earlier talks between the two collapsed.
- ASML shares are rising after Taiwan Semiconductor Manufacturing Co.’s revenue topped estimates, reinforcing hopes of sustained global AI spending in 2026 despite concerns about an industry bubble.
- J Sainsbury reported solid food sales over the holiday season but faced weak demand for clothing and electricals over a challenging Christmas for British retailers.

On this episode of Stock Movers: - Rio Tinto is in talks to buy Glencore to create the world&rsquo;s biggest mining company with a combined market value of more than $200 billion, a little over a year after earlier talks between the two collapsed. - ASML shares are rising after Taiwan Semiconductor Manufacturing Co.&rsquo;s revenue topped estimates, reinforcing hopes of sustained global AI spending in 2026 despite concerns about an industry bubble. - J Sainsbury reported solid food sales over the holiday season but faced weak demand for clothing and electricals over a challenging Christmas for British retailers.

Glencore Talks, ASML Gains, Sainsburys Suffers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4bbbc704-a757-4985-b72d-b3cd0097eb85/transcript

Kratos, Constellation Brands Surges, Warner Bros Drops as Paramount Reaffirms Offer On this episode of Stock Movers:

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