On this episode of Stock Movers:
- Marvell Technology (MRVL) shares surge with analysts positive on the chipmaker following an event focused on AI. At the event, Marvell raised its overall data center total addressable market to $94 billion by 2028, up from $75 billion.
- Circle Internet Group (CRCL) shares rise after the US Senate passed stablecoin legislation setting up regulatory rules for cryptocurrencies pegged to the dollar.
- Constellation Brands (STZ) shares are little changed after Citi analyst Filippo Falorni cut the target on Constellation Brands Inc. Class A to $170 from $190.

On this episode of Stock Movers: - Marvell Technology (MRVL) shares surge with analysts positive on the chipmaker following an event focused on AI. At the event, Marvell raised its overall data center total addressable market to $94 billion by 2028, up from $75 billion. - Circle Internet Group (CRCL) shares rise after the US Senate passed stablecoin legislation setting up regulatory rules for cryptocurrencies pegged to the dollar. - Constellation Brands (STZ) shares are little changed after Citi analyst Filippo Falorni cut the target on Constellation Brands Inc. Class A to $170 from $190.

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

Marvell Technology Surges, Circle Internet Group Rises, Constellation Brands Little Changed After Target Cut

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0116c942-b902-4909-beeb-b30000edb6f1/transcript

On this episode of Stock Movers:
- European defense stocks rise on Monday as JPMorgan raises its price target on a number of names in the sector and as Greenland tensions continue. A Bloomberg basket of European defense shares hits a record high, gaining as much as 1.2%. BAE Systems was up by 2.5% by 8:39 a.m. in Frankfurt
- Barclays falls as much as 4.8% after President Donald Trump said that credit-card lenders would be “in violation of the law” if they don’t heed his call to cap interest rates at 10% for one year.
- Morgan Stanley currently prefers software over IT Services, saying the latter group is unlikely to see any form of clear rally in 2026. Capgemini falls as much as 5.4%,

On this episode of Stock Movers: - European defense stocks rise on Monday as JPMorgan raises its price target on a number of names in the sector and as Greenland tensions continue. A Bloomberg basket of European defense shares hits a record high, gaining as much as 1.2%. BAE Systems was up by 2.5% by 8:39 a.m. in Frankfurt - Barclays&nbsp;falls as much as 4.8% after President Donald&nbsp;Trump said&nbsp;that credit-card lenders would be &ldquo;in violation of the law&rdquo; if they don&rsquo;t heed his call to cap interest rates at 10% for one year. - Morgan Stanley currently prefers software over IT Services, saying the latter group is unlikely to see any form of clear rally in 2026. Capgemini falls as much as 5.4%,

BAE Systems Gains, Barclays Falls, Capgemini Down

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a7e3761b-f4b8-434f-bb40-b3d00096e3e2/transcript

On this episode of Stock Movers, we take a look at some of the biggest gainers and decliners from the week:

- SanDisk (SNDK) shares rallied this week and was the best performer in the S&P 500 on Tuesday, soaring more than 22%. It came on the heels of Nvidia's roll out of new products at CES and CEO Jensen Huang mentioning storage as an "unserved market" in tech. 

- Intel (INTC) shares gained the most since September after President Donald Trump touted the technological progress — and stock-market performance — of the long-struggling chipmaker. Trump met with Intel Chief Executive Officer Lip-Bu Tan on Thursday at the White House, where the two men discussed the company’s new line of processors following the US government’s purchase of shares in the chipmaker. Intel shares jumped 11% to $45.55 in New York on Friday following the remarks, the biggest single-day increase since Sept. 18. After an 84% gain in 2025, the stock is now up about 23% so far this year.

- Builders FirstSource (BLDR) soared this week along with shares in other homebuilder and mortgage-linked companies in response to President Donald Trump saying he’s directing Fannie Mae and Freddie Mac to purchase $200 billion in mortgage bond. In a move he cast as an effort to bring down housing costs. Fannie and Freddie common shares inched higher as analysts voiced mixed opinions about the impact of Trump’s move on long-simmering efforts to release the mortgage-finance giants from the government’s grip. 

On this episode of Stock Movers, we take a look at some of the biggest gainers and decliners from the week: - SanDisk (SNDK) shares rallied this week and was the best performer in the S&amp;P 500 on Tuesday, soaring more than 22%. It came on the heels of Nvidia's roll out of new products at CES and CEO Jensen Huang mentioning storage as an "unserved market" in tech. - Intel (INTC) shares gained the most since September after President Donald Trump touted the technological progress &mdash; and stock-market performance &mdash; of the long-struggling chipmaker. Trump met with Intel Chief Executive Officer Lip-Bu Tan on Thursday at the White House, where the two men discussed the company&rsquo;s new line of processors following the US government&rsquo;s purchase of shares in the chipmaker. Intel shares jumped 11% to $45.55 in New York on Friday following the remarks, the biggest single-day increase since Sept. 18. After an 84% gain in 2025, the stock is now up about 23% so far this year. - Builders FirstSource (BLDR) soared this week along with shares in other homebuilder and mortgage-linked companies in response to President Donald Trump saying he&rsquo;s directing Fannie Mae and Freddie Mac to purchase $200 billion in mortgage bond. In a move he cast as an effort to bring down housing costs. Fannie and Freddie common shares inched higher as analysts voiced mixed opinions about the impact of Trump&rsquo;s move on long-simmering efforts to release the mortgage-finance giants from the government&rsquo;s grip.

Weekly Roundup: SanDisk Soars, Intel Rallies, Homebuilders Gain

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/bc9e72e6-cb92-4658-8114-b3cd0170c0cf/transcript

On this episode of Stock Movers:

- Shares of major retailers like dropped after it became clear that the Supreme Court wouldn’t release its highly anticipated tariff ruling on Friday. Under Armour (UA) and Kohl’s (KSS) both tumbled as much as 6%, with many other stocks including Lululemon Athletica, Best Buy and American Eagle Outfitters falling as well. The court is reviewing challenges to President Donald Trump’s tariffs, which have plagued margins for retailers and led to higher prices. The court hasn’t said when it will issue its next opinion but could schedule more releases in the next two weeks. 

- Intel (INTC) shares rise as much as 9.2% to $44.90 on Friday, hitting their highest level since April 2024, after President Donald Trump praised Intel CEO Lip-Bu Tan on social media after a meeting between the two. In a post to his Truth Social network, Trump hailed what he called progress at Santa Clara, California-based Intel, whose shares are up more than 70% since plans emerged last year for the federal government to buy as much as 10% of the company. So far, the US has amassed a roughly 5.5% stake, with more set to be acquired. 

- Chipotle (CMG) and Cava (CAVA) shares are trading higher Friday after Telsey Advisory Group analyst Sarang Vora initiates coverage of the two restaurant operators with a rating of outperform.

On this episode of Stock Movers:
- Shares of major retailers like dropped after it became clear that the Supreme Court wouldn&rsquo;t release its highly anticipated tariff ruling on Friday. Under Armour (UA) and Kohl&rsquo;s (KSS) both tumbled as much as 6%, with many other stocks including Lululemon Athletica, Best Buy and American Eagle Outfitters falling as well. The court is reviewing challenges to President Donald Trump&rsquo;s tariffs, which have plagued margins for retailers and led to higher prices. The court hasn&rsquo;t said when it will issue its next opinion but could schedule more releases in the next two weeks.&nbsp;
- Intel (INTC) shares rise as much as 9.2% to $44.90 on Friday, hitting their highest level since April 2024, after President Donald Trump praised Intel CEO Lip-Bu Tan on social media after a meeting between the two. In a post to his Truth Social network, Trump hailed what he called progress at Santa Clara, California-based Intel, whose shares are up more than 70% since plans emerged last year for the federal government to buy as much as 10% of the company. So far, the US has amassed a roughly 5.5% stake, with more set to be acquired.&nbsp;
- Chipotle (CMG) and Cava (CAVA) shares are trading higher Friday after Telsey Advisory Group analyst Sarang Vora initiates coverage of the two restaurant operators with a rating of outperform.

Retail Stocks Slide on Tariff Uncertainty, Intel Surges, Chipotle Rises

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4c20c467-09b5-4eb7-9c7a-b3cd014ae765/transcript

Marvell Technology Surges, Circle Internet Group Rises, Constellation Brands Little Changed After Target Cut

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