On this episode of Stock Movers:
- LLoyds is up despite saying it intends to set aside an extra £800m in compensation for motor finance claims.
- Big Yellow Group shares have jumped on reports that Blackstone is weighing a bid for the UK self-storage firm. 
_ AstraZeneca is down on in its initial rebound after a deal with the Trump administration to lower drug prices in the US in exchange for tariff relief.

On this episode of Stock Movers: - LLoyds is up despite saying it intends to set aside an extra &pound;800m in compensation for motor finance claims. - Big Yellow Group shares have jumped on reports that Blackstone is weighing a bid for the UK self-storage firm. _ AstraZeneca is down on in its initial rebound after a deal with the Trump administration to lower drug prices in the US in exchange for tariff relief.

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

Lloyds Rises, Big Yellow Group Jumps, AstraZeneca Down

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a823380b-df9e-4e92-8053-b37500989455/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shares of Palantir (PLTR) are moving higher after DA Davidson & Co raised its recommendation to buy from neutral as it sees the technology company having a competitive advantage to artificial intelligence companies that have been at odds with the US government. Analyst Gil Luria notes that Anthropic’s recent confrontations with the US government could pose disruption risks to its enterprise customers.
- Shares of Tesla (TSLA) declined at the US market open despite posting vehicles sales that beat Wall Street’s modest expectations by a wide margin, gaining in a slower-growing global market for plug-in cars. The company delivered 480,126 vehicles worldwide in the second quarter. The figure announced in a statement Thursday exceeded the average estimate compiled by Bloomberg of 396,466 vehicles. Deliveries rose 25% from a year earlier, when Tesla faced widespread consumer backlash against Chief Executive Officer Elon Musk’s polarizing work for the Trump administration.
- Shares of Meta (META) declined in the Thursday session following their biggest single day jump since January. The company is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector of competition with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud. Meta, which has been rushing to secure expensive data centers and other infrastructure to fuel its own artificial intelligence ambitions, is forming a business to generate revenue from excess computing power sold to outside customers, according to people familiar with the matter, who asked not to be named as the details aren’t public.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Shares of Palantir (PLTR) are moving higher after DA Davidson &amp; Co raised its recommendation to buy from neutral as it sees the technology company having a competitive advantage to artificial intelligence companies that have been at odds with the US government. Analyst Gil Luria notes that Anthropic&rsquo;s recent confrontations with the US government could pose disruption risks to its enterprise customers. - Shares of Tesla (TSLA) declined at the US market open despite posting vehicles sales that beat Wall Street&rsquo;s modest expectations by a wide margin, gaining in a slower-growing global market for plug-in cars. The company delivered 480,126 vehicles worldwide in the second quarter. The figure announced in a statement Thursday exceeded the average estimate compiled by Bloomberg of 396,466 vehicles. Deliveries rose 25% from a year earlier, when Tesla faced widespread consumer backlash against Chief Executive Officer Elon Musk&rsquo;s polarizing work for the Trump administration. - Shares of Meta (META) declined in the Thursday session following their biggest single day jump since January. The company is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector of competition with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud. Meta, which has been rushing to secure expensive data centers and other infrastructure to fuel its own artificial intelligence ambitions, is forming a business to generate revenue from excess computing power sold to outside customers, according to people familiar with the matter, who asked not to be named as the details aren&rsquo;t public.

Palantir Rises on Upgrade; Tesla Sales Climb; Meta Declines

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9761c992-924f-4203-914e-b47b00ebba02/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- SoftBank (SFTBY) shares are responding to news that it is starting a new U.S. venture to rent out the computing power needed to build and run artificial-intelligence models, aiming to capitalize on strong American demand for AI computing resources.
- Shares of Alphabet/Google (GOOG) are responding to the company losing its long-running fight against a €4.1 billion ($4.7 billion) European Union antitrust fine after the bloc’s top judges said regulators were right to punish the US giant for abusing Android’s market power.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - SoftBank (SFTBY) shares are responding to news that it is starting a new U.S. venture to rent out the computing power needed to build and run artificial-intelligence models, aiming to capitalize on strong American demand for AI computing resources. - Shares of Alphabet/Google (GOOG) are responding to the company losing its long-running fight against a &euro;4.1 billion ($4.7 billion) European Union antitrust fine after the bloc&rsquo;s top judges said regulators were right to punish the US giant for abusing Android&rsquo;s market power.

SoftBank Venture and Google Legal Fight

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/19ea6507-a76f-488e-a102-b47b00e172bb/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Meta Platforms (META) shares are up after Bloomberg News reported that the Facebook parent is developing plans for a cloud-infrastructure business to sell its excess AI compute.
- Alphabet (GOOG) has had a remarkable 12 months by just about any measure you can imagine. The stock price has more than doubled, raising its market capitalization by more than $2 trillion as investors see increasing strength in its artificial intelligence capabilities. At $4.3 trillion, Alphabet is now the second-most valuable company in the world, up from fifth at this time last year. And in a sign of how significant Google’s parent has become to the overall economy, the shares were added to the Dow Jones Industrial Average this week.
- American Eagle Outfitters (AEO) is well positioned to reach consensus for sales of $6.2 billion by 2028, driven by broad-based growth at Aerie, continued momentum at Offline and a recovery in on-trend denim and bottoms at the namesake brand.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Meta Platforms (META) shares are up after Bloomberg News reported that the Facebook parent is developing plans for a cloud-infrastructure business to sell its excess AI compute. - Alphabet (GOOG) has had a remarkable 12 months by just about any measure you can imagine. The stock price has more than doubled, raising its market capitalization by more than $2 trillion as investors see increasing strength in its artificial intelligence capabilities. At $4.3 trillion, Alphabet is now the second-most valuable company in the world, up from fifth at this time last year. And in a sign of how significant Google&rsquo;s parent has become to the overall economy, the shares were added to the Dow Jones Industrial Average this week. - American Eagle Outfitters (AEO) is well positioned to reach consensus for sales of $6.2 billion by 2028, driven by broad-based growth at Aerie, continued momentum at Offline and a recovery in on-trend denim and bottoms at the namesake brand.

AI Infrastructure Falls, Alphabet’s $2 Trillion Gain, American Eagle Affirms Guidance 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2775509c-7a33-4680-81c7-b47b00b58e34/transcript

Lloyds Rises, Big Yellow Group Jumps, AstraZeneca Down

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