On this episode of Stock Movers:
- LVMH, SAP, and Novo Nordisk have slumped by about 30% so far this year, making up about 53% of the total market capitalization shed by constituents of the Stoxx Europe 600 index.
- Future slumps as much as 30%, to the lowest since October 2017, after what JPMorgan describes as a weak first-half trading update, showing impact from pressure on high-margin programmatic advertising and e-commerce revenue, and pay-per-click cost inflation.
- Dermapharm shares fall 4.8% after the company announced full year results. Dermapharm forecast adjusted Ebitda for 2026 of EU331 million to EU341 million.

On this episode of Stock Movers: - LVMH, SAP, and Novo Nordisk have slumped by about 30% so far this year, making up about 53% of the total market capitalization shed by constituents of the Stoxx Europe 600 index. - Future slumps as much as 30%, to the lowest since October 2017, after what JPMorgan describes as a weak first-half trading update, showing impact from pressure on high-margin programmatic advertising and e-commerce revenue, and pay-per-click cost inflation. - Dermapharm shares fall 4.8% after the company announced full year results. Dermapharm forecast adjusted Ebitda for 2026 of EU331 million to EU341 million.

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

LVMH Falls, Future Slumps, Dermapharm Drops 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/215ebe7e-e6ad-41cd-b273-b41e00990b26/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Lilly (LLY) to buy Centessa Pharmaceuticals for $38/share in cash plus one non-transferrable contingent value right that entitles the holder to get up to an aggregate of $9 subject to the achievement of three milestones.
- Biogen (BIIB) has agreed to acquire Apellis Pharmaceuticals Inc. for $5.6 billion, expanding its treatments in immunology and rare diseases in one of the company’s largest-ever acquisitions.The Cambridge, Massachusetts-based biotech company will pay $41 a share for Apellis, or more than double the company’s closing price on Monday. Apellis’ stock has declined 32% so far this year.
- Unilever (ULVR) said talks to sell most of its food business to McCormick (MKC) are advanced and a final deal could be announced later on Tuesday in a historic move that will transform both companies.The Anglo-Dutch maker of Hellmann’s mayonnaise will offload most of its food unit, excluding some parts like its operations in India, for $15.7 billion cash upfront and the rest in McCormick equity, according to a statement Tuesday.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Lilly (LLY) to buy Centessa Pharmaceuticals for $38/share in cash plus one non-transferrable contingent value right that entitles the holder to get up to an aggregate of $9 subject to the achievement of three milestones. - Biogen (BIIB) has agreed to acquire Apellis Pharmaceuticals Inc. for $5.6 billion, expanding its treatments in immunology and rare diseases in one of the company&rsquo;s largest-ever acquisitions.The Cambridge, Massachusetts-based biotech company will pay $41 a share for Apellis, or more than double the company&rsquo;s closing price on Monday. Apellis&rsquo; stock has declined 32% so far this year. - Unilever (ULVR) said talks to sell most of its food business to McCormick (MKC) are advanced and a final deal could be announced later on Tuesday in a historic move that will transform both companies.The Anglo-Dutch maker of Hellmann&rsquo;s mayonnaise will offload most of its food unit, excluding some parts like its operations in India, for $15.7 billion cash upfront and the rest in McCormick equity, according to a statement Tuesday.

Lilly to Buy Centessa Pharmaceuticals; Biogen to Buy Apellis; Unilever Foods Exit

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e7c7bdd6-35e5-4e72-bdd3-b41e00b590c9/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- LVMH, SAP, and Novo Nordisk have slumped by about 30% so far this year, making up about 53% of the total market capitalization shed by constituents of the Stoxx Europe 600 index.
- Future slumps as much as 30%, to the lowest since October 2017, after what JPMorgan describes as a weak first-half trading update, showing impact from pressure on high-margin programmatic advertising and e-commerce revenue, and pay-per-click cost inflation.
- Mundys is close to unveiling a plan to increase its stake in Channel Tunnel operator Getlink SE, people with knowledge of the matter said, in a move aimed at deepening the Italian infrastructure group’s investments in France. Shares in Getlink have risen 12.5% over the last 12 months, giving the company a market value of about €9.9 billion ($11.3 billion).

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - LVMH, SAP, and Novo Nordisk have slumped by about 30% so far this year, making up about 53% of the total market capitalization shed by constituents of the Stoxx Europe 600 index. - Future slumps as much as 30%, to the lowest since October 2017, after what JPMorgan describes as a weak first-half trading update, showing impact from pressure on high-margin programmatic advertising and e-commerce revenue, and pay-per-click cost inflation. - Mundys is close to unveiling a plan to increase its stake in Channel Tunnel operator Getlink SE, people with knowledge of the matter said, in a move aimed at deepening the Italian infrastructure group&rsquo;s investments in France. Shares in Getlink have risen 12.5% over the last 12 months, giving the company a market value of about &euro;9.9 billion ($11.3 billion).

LVMH Falls, Future Slumps, Getlink Rises

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b85435f1-d786-47b0-b8b6-b41e00853875/transcript

On this episode of Stock Movers:
- Shares of security software companies are rising on Monday, with the group rebounding in the wake of recent weakness, which had been spurred by concerns over AI-related disruption. The Global X Cybersecurity ETF rose 2.4%. Palo Alto Networks shares were leading the S&P 500 higher on Monday, while shares of fellow cybersecurity companies were seeing strong rallies as well. A few factors may help explain the big moves.

- Sysco (SYY) shares sink as much as 14%, the most intraday since April 2020, after the food and related products distributor agreed to acquire Jetro Restaurant Depot for $21.6 billion in cash and 91.5 million Sysco shares.

- Shares of Fannie Mae (FNMA) and Freddie Mac (FMCC) surged by more than 30% each on Monday after Bill Ackman called both stocks “stupidly cheap,” the billionaire’s latest bullish bet on the U.S.-controlled mortgage giants he’s lobbied to have relisted on the public markets, as the Trump administration considers plans.

On this episode of Stock Movers: - Shares of security software companies are rising on Monday, with the group rebounding in the wake of recent weakness, which had been spurred by concerns over AI-related disruption. The Global X Cybersecurity ETF rose 2.4%. Palo Alto Networks shares were leading the S&amp;P 500 higher on Monday, while shares of fellow cybersecurity companies were seeing strong rallies as well. A few factors may help explain the big moves. - Sysco (SYY) shares sink as much as 14%, the most intraday since April 2020, after the food and related products distributor agreed to acquire Jetro Restaurant Depot for $21.6 billion in cash and 91.5 million Sysco shares. - Shares of Fannie Mae (FNMA) and Freddie Mac (FMCC) surged by more than 30% each on Monday after Bill Ackman called both stocks &ldquo;stupidly cheap,&rdquo; the billionaire&rsquo;s latest bullish bet on the U.S.-controlled mortgage giants he&rsquo;s lobbied to have relisted on the public markets, as the Trump administration considers plans.

Cybersecurity Bounces Back, Sysco Sinks, Fannie and Freddie Surges

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e62c75f5-251b-429a-9195-b41d015b2a3b/transcript

LVMH Falls, Future Slumps, Dermapharm Drops

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