On this episode of Stock Movers:

- Lockeed Martin (LMT) shares rise. US energy and defense stocks jump as the eruption of war in the Middle East roils global markets following US and Israeli attacks on Iran. Defense stocks have rallied over the past year as global tensions ratcheted higher, and new conflict in the Middle East gives traders another reason to invest in the sector.

- American Airlines (AAL) shares drop. Shares of airlines, cruise operators and hoteliers fell on Monday as investors reacted to conflict in the Middle East. The conflict may stoke inflation, with traders grappling with the risk and its potential impact on various sectors.

- Nvidia (NVDA) shares gain after news the company agreed to invest $4 billion in two companies that develop data center optics that are essential for artificial intelligence systems. Nvidia will invest $2 billion apiece in Lumentum Holdings Inc. and Coherent Corp. in multi-year deals, it said in separate statements on Monday. 

On this episode of Stock Movers:
- Lockeed Martin (LMT) shares rise. US energy and defense stocks jump as the eruption of war in the Middle East roils global markets following US and Israeli attacks on Iran. Defense stocks have rallied over the past year as global tensions ratcheted higher, and new conflict in the Middle East gives traders another reason to invest in the sector.
- American Airlines (AAL) shares drop. Shares of airlines, cruise operators and hoteliers fell on Monday as investors reacted to conflict in the Middle East. The conflict may stoke inflation, with traders grappling with the risk and its potential impact on various sectors.
- Nvidia (NVDA) shares gain after news the company agreed to invest $4 billion in two companies that develop data center optics that are essential for artificial intelligence systems. Nvidia will invest $2 billion apiece in Lumentum Holdings Inc. and Coherent Corp. in multi-year deals, it said in separate statements on Monday.&nbsp;

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

Lockeed Martin Gains, American Airlines Drops, Nvidia Jumps on News it Will Invest Billions in Data Center Optics Companies

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/72b8f277-d3fb-4975-8707-b40100fc9599/transcript

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

On this episode of Stock Movers:
Berkshire Hathaway (BRK/A) shares are down as much as 4.4%, leading losses among a gauge of financial stocks, after the conglomerate’s operating profits fell nearly 30% in Warren Buffett’s last quarter as CEO. Analysts note weakness in the company’s insurance businesses.
Norwegian Cruise (NCLH)shares plunge as much as 12%, the most intraday in nearly four months, after the cruise operator’s adjusted earnings per share forecast for the first quarter fell short of the average analyst estimate. The disappointing outlook comes as activist investor Elliott Investment Management built a stake of more than 10% in the cruise line, criticizing management decisions and spending.
Venture Global (VG) shares rise 17% as the company benefits from a surge in gas prices after the latest conflict led Qatar to shut down production at the world’s largest liquefied natural gas export facility. Venture Global also forecast a 2026 Ebitda guidance that missed the average analyst estimate

Today's biggest winners and losers in the stock market. On this episode of Stock Movers:
<ul>
<li>Berkshire Hathaway (BRK/A) shares are down as much as 4.4%, leading losses among a gauge of financial stocks, after the conglomerate&rsquo;s operating profits fell nearly 30% in Warren Buffett&rsquo;s last quarter as CEO. Analysts note weakness in the company&rsquo;s insurance businesses.</li>
<li>Norwegian Cruise (NCLH)shares plunge as much as 12%, the most intraday in nearly four months, after the cruise operator&rsquo;s adjusted earnings per share forecast for the first quarter fell short of the average analyst estimate. The disappointing outlook comes as activist investor Elliott Investment Management built a stake of more than 10% in the cruise line, criticizing management decisions and spending.</li>
<li>Venture Global (VG) shares rise 17% as the company benefits from a surge in gas prices after the latest conflict led Qatar to shut down production at the world&rsquo;s largest liquefied natural gas export facility. Venture Global also forecast a 2026 Ebitda guidance that missed the average analyst estimate</li>
</ul>

Berkshire Hathaway Drops, Norwegian Cruise Plunges, Venture Global Jumps

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/188d99f8-9b12-4a78-8653-b401014b0ff5/transcript

On this episode of Stock Movers:

- Lockeed Martin (LMT) shares rise. US energy and defense stocks jump as the eruption of war in the Middle East roils global markets following US and Israeli attacks on Iran. Defense stocks have rallied over the past year as global tensions ratcheted higher, and new conflict in the Middle East gives traders another reason to invest in the sector.

- Occidental Petroleum (OXY) shares rise. Shares of energy companies jumped Monday in trading as the conflict in the Middle East widened following the U.S. and Israel's strikes on Iran, pushing up oil prices.

- Norwegian Cruise Lines (NCLH) shares fall after the company said it expects full-year net yields to be little changed due to execution missteps in its commercial and deployment strategy. The company forecast earnings of $2.38 a share, less than the average analyst estimate of $2.59 a share.

On this episode of Stock Movers:
- Lockeed Martin (LMT) shares rise. US energy and defense stocks jump as the eruption of war in the Middle East roils global markets following US and Israeli attacks on Iran. Defense stocks have rallied over the past year as global tensions ratcheted higher, and new conflict in the Middle East gives traders another reason to invest in the sector.
- Occidental Petroleum (OXY) shares rise. Shares of energy companies jumped Monday in trading as the conflict in the Middle East widened following the U.S. and Israel's strikes on Iran, pushing up oil prices.
- Norwegian Cruise Lines (NCLH) shares fall after the company said it expects full-year net yields to be little changed due to execution missteps in its commercial and deployment strategy. The company forecast earnings of $2.38 a share, less than the average analyst estimate of $2.59 a share.

Lockheed Martin Rises, Occidental Petroleum Gains, Norwegian Cruise Lines Falls on Negative Forecast

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f64177b5-cfca-45e4-b570-b401010d1f84/transcript

On this episode of Stock Movers:

- Palantir Technologies (PLTR) is being upgraded to buy from neutral at UBS, the latest firm to turn more positive on the software company in the wake of its results. Stock up 0.3% in extended trading.

- Nvidia (NVDA) agreed to invest $4 billion in two companies that develop data center optics that are essential for artificial intelligence systems. Nvidia will invest $2 billion apiece in Lumentum Holdings Inc. and Coherent Corp. in multi-year deals, it said in separate statements on Monday. Both deals include purchase agreements and access rights for advanced laser components. The money will go to support research and development.

On this episode of Stock Movers:
- Palantir Technologies (PLTR) is being upgraded to buy from neutral at UBS, the latest firm to turn more positive on the software company in the wake of its results. Stock up 0.3% in extended trading.
- Nvidia (NVDA) agreed to invest $4 billion in two companies that develop data center optics that are essential for artificial intelligence systems. Nvidia will invest $2 billion apiece in Lumentum Holdings Inc. and Coherent Corp. in multi-year deals, it said in separate statements on Monday. Both deals include purchase agreements and access rights for advanced laser components. The money will go to support research and development.

Palantir Upgraded; Nvidia to Invest in Data Center Optics Companies

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/34a7fe2b-7d5f-4780-8340-b40100e954eb/transcript

Lockeed Martin Gains, American Airlines Drops, Nvidia Jumps on News it Will Invest Billions in Data Center Optics Companies

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