On this episode of Stock Movers:

-Meta Platforms Inc (META) shares fell after Chief Executive Officer Mark Zuckerberg told investors the company would bet even more aggressively on artificial intelligence. The company boosted its capital spending plans for the year and announced a new class of nonvoting stock that could be used to help pay for acquisitions and other expenses. Meta's capital expenditures will be $135 billion to $145 billion in 2026, and its future spending commitments rose to $825 billion, including leases, computing deals and energy agreements.

-Tesla (TSLA) shares drop. The electric-car maker cut its spending plans following capital investment that trailed expectations last quarter. Analysts note that they are incrementally positive on growing full-self driving adoption. Capital expenditures will be around $20 billion this year, the company said Wednesday after reporting earnings results.

-Lam Research (LRCX) shares drop after the semiconductor capital equipment company gave a forecast for adjusted second-quarter earnings that was slightly weaker than expected at the midpoint of the range.

On this episode of Stock Movers: -Meta Platforms Inc (META) shares fell after Chief Executive Officer Mark Zuckerberg told investors the company would bet even more aggressively on artificial intelligence. The company boosted its capital spending plans for the year and announced a new class of nonvoting stock that could be used to help pay for acquisitions and other expenses. Meta's capital expenditures will be $135 billion to $145 billion in 2026, and its future spending commitments rose to $825 billion, including leases, computing deals and energy agreements. -Tesla (TSLA) shares drop. The electric-car maker cut its spending plans following capital investment that trailed expectations last quarter. Analysts note that they are incrementally positive on growing full-self driving adoption. Capital expenditures will be around $20 billion this year, the company said Wednesday after reporting earnings results. -Lam Research (LRCX) shares drop after the semiconductor capital equipment company gave a forecast for adjusted second-quarter earnings that was slightly weaker than expected at the midpoint of the range.

Listen for Short 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 Short 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

Listen for short 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 short 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.

Meta Falls, Tesla Drops, Lam Research Down as Forecast Underwhelms

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/65bbb95e-b202-49f1-a57b-b4eb00f2c9af/transcript

Today's biggest winners and losers in the stock market, a look at the notable movers: 

On this episode of Stock Movers:

- Tesla (TSLA) shares pare losses after falling as much as 3.3% Thursday as traders weigh its lower spending outlook against a profit beat and potential merger with SpaceX. BNP Paribas analyst James Picariello boosted his rating on the electric-vehicle maker to neutral from sell as the possible takeover outweighs valuation concerns. The company had been consistently short of the pace needed to hit its spending goal, particularly after a $4.73 billion outlay in the third quarter, with analysts having expected $7.95 billion on average. Tesla beat analysts’ profit estimates and touted rising customer demand for its automated-driving software, with adjusted earnings of 48 cents a share in the period, while Wall Street had anticipated 44 cents on average. 

- A measure of Meta Platforms (META) credit risk hit a record high as plans to ramp up capital spending reignited fears that tech giants will issue more debt for the artificial intelligence buildout. The price of five-year credit default swaps on Meta's debt rose to around 119.3 basis points a year, the highest intraday level since the swaps started actively trading about a year ago. Meta said it has agreed to spend about $825 billion in the future on various leases and contracts, many of them related to computing power and infrastructure for artificial intelligence. Meta shares are lower. 

- American Air (AAL) shares rise as the company’s broad-based third-quarter beat and guidance for better-than-expected revenue growth in the fourth quarter offset concerns about elevated fuel costs and capacity growth. American expects fuel expenses to be about $2.8 billion higher in the fourth quarter compared to a year earlier. American Air shares initially declined before turning positive in the afternoon. 

Today's biggest winners and losers in the stock market, a look at the notable movers:&nbsp;
On this episode of Stock Movers:
- Tesla (TSLA) shares pare losses after falling as much as 3.3% Thursday as traders weigh its lower spending outlook against a profit beat and potential merger with SpaceX. BNP Paribas analyst James Picariello boosted his rating on the electric-vehicle maker to neutral from sell as the possible takeover outweighs valuation concerns. The company had been consistently short of the pace needed to hit its spending goal, particularly after a $4.73 billion outlay in the third quarter, with analysts having expected $7.95 billion on average. Tesla beat analysts&rsquo; profit estimates and touted rising customer demand for its automated-driving software, with adjusted earnings of 48 cents a share in the period, while Wall Street had anticipated 44 cents on average.&nbsp;
- A measure of Meta Platforms (META) credit risk hit a record high as plans to ramp up capital spending reignited fears that tech giants will issue more debt for the artificial intelligence buildout. The price of five-year credit default swaps on Meta's debt rose to around 119.3 basis points a year, the highest intraday level since the swaps started actively trading about a year ago. Meta said it has agreed to spend about $825 billion in the future on various leases and contracts, many of them related to computing power and infrastructure for artificial intelligence. Meta shares are lower.&nbsp;
- American Air (AAL) shares rise as the company&rsquo;s broad-based third-quarter beat and guidance for better-than-expected revenue growth in the fourth quarter offset concerns about elevated fuel costs and capacity growth. American expects fuel expenses to be about $2.8 billion higher in the fourth quarter compared to a year earlier. American Air shares initially declined before turning positive in the afternoon.&nbsp;

Tesla's Lower Capex Plan, Meta's Credit Risk, American Airlines Rises

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/da9b7a9c-ebf0-45e9-9437-b4eb013daec9/transcript

On this episode of Stock Movers:

-Tractor Supply (TSCO) shares are mixed. Tractor Supply Co.'s same-store sales grew in the third quarter, with comparable sales rising 0.4% from a year earlier. The company's actions around value, pet, digital and convenience gained traction in the quarter, according to Chief Executive Officer Hal Lawton. Tractor Supply reported a gross margin of 36.4%, down from 37.4% a year ago, and reaffirmed its full-year guidance, with comparable sales growth seen unchanged or declining 1%.

-Lockheed Martin (LMT) shares rise. Lockheed Martin Corp. lifted its full-year outlook as the company’s missile systems portfolio was buoyed by rising global defense spending. The company now expects adjusted 2026 earnings of $30.35 to $30.75 per share, up from a range of $29.95 to $30.65. The US Defense Department plans to buy at least 850 additional F-35 fighter jets, and Lockheed was awarded contracts to increase production of its Patriot missile and THAAD interceptor.

-Procter & Gamble (P&G) gains as sales and profits beat Wall Street expectations, driven mostly by improved sales volumes. Organic revenue rose 4% in the first quarter, the fastest growth in three years, suggesting P&G's limited price hike strategy is still drawing more consumers. P&G maintained its full year sale and profit targets, but expects more volatility in the quarters ahead due to high fuel and energy costs and elevated input expenses.

On this episode of Stock Movers: -Tractor Supply (TSCO) shares are mixed. Tractor Supply Co.'s same-store sales grew in the third quarter, with comparable sales rising 0.4% from a year earlier. The company's actions around value, pet, digital and convenience gained traction in the quarter, according to Chief Executive Officer Hal Lawton. Tractor Supply reported a gross margin of 36.4%, down from 37.4% a year ago, and reaffirmed its full-year guidance, with comparable sales growth seen unchanged or declining 1%. -Lockheed Martin (LMT) shares rise. Lockheed Martin Corp. lifted its full-year outlook as the company&rsquo;s missile systems portfolio was buoyed by rising global defense spending. The company now expects adjusted 2026 earnings of $30.35 to $30.75 per share, up from a range of $29.95 to $30.65. The US Defense Department plans to buy at least 850 additional F-35 fighter jets, and Lockheed was awarded contracts to increase production of its Patriot missile and THAAD interceptor. -Procter &amp; Gamble (P&amp;G) gains as sales and profits beat Wall Street expectations, driven mostly by improved sales volumes. Organic revenue rose 4% in the first quarter, the fastest growth in three years, suggesting P&amp;G's limited price hike strategy is still drawing more consumers. P&amp;G maintained its full year sale and profit targets, but expects more volatility in the quarters ahead due to high fuel and energy costs and elevated input expenses.

Tractor Supply Mixed, Lockheed Martin Rises, P&G Gains as Price Plan Spurs Sales

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/17580433-1ad8-4724-9bef-b4eb00fab8b6/transcript

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

On this episode of Stock Movers:

- Shares of Procter & Gamble (PG) moved higher ahead of the US market open after the company's sales and profits beat Wall Street expectations. Organic revenue rose 4% in the first quarter, which ended in September, according to a statement Thursday, the fastest growth in three years. That beat analysts’ estimates for 2% and was driven mostly by improved sales volumes, suggesting P&G’s limited price hikes have been successfully drawing more consumers amid persistent inflation.

- Shares of Spotify (SPOT) rallied ahead of the opening bell after the audio-streaming company’s results and forecast spoke to improving margin trends. Spotify reported that the service’s paying subscribers increased 2% to hit 306 million in the third quarter, slightly topping Wall Street estimates of 305.1 million. The music streaming giant also said Thursday that monthly active users during the same period grew 1% over the prior quarter to reach 788 million, in line with analysts’ projections.

- Shares of Lam Research (LRCX) fell in premarket trading after the semiconductor capital equipment company gave a forecast for adjusted second-quarter earnings that is slightly weaker than expected at the midpoint of the range. Lam Research’s guidance weighed on the broader chip-equipment complex, overshadowing an earnings beat from Texas Instruments Inc.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shares of Procter &amp; Gamble (PG) moved higher ahead of the US market open after the company's sales and profits beat Wall Street expectations. Organic revenue rose 4% in the first quarter, which ended in September, according to a statement Thursday, the fastest growth in three years. That beat analysts&rsquo; estimates for 2% and was driven mostly by improved sales volumes, suggesting P&amp;G&rsquo;s limited price hikes have been successfully drawing more consumers amid persistent inflation.
- Shares of Spotify (SPOT) rallied ahead of the opening bell after the audio-streaming company&rsquo;s results and forecast spoke to improving margin trends. Spotify reported that the service&rsquo;s paying subscribers increased 2% to hit 306 million in the third quarter, slightly topping Wall Street estimates of 305.1 million. The music streaming giant also said Thursday that monthly active users during the same period grew 1% over the prior quarter to reach 788 million, in line with analysts&rsquo; projections.
- Shares of Lam Research (LRCX) fell in premarket trading after the semiconductor capital equipment company gave a forecast for adjusted second-quarter earnings that is slightly weaker than expected at the midpoint of the range. Lam Research&rsquo;s guidance weighed on the broader chip-equipment complex, overshadowing an earnings beat from Texas Instruments Inc.

Procter & Gamble Gains, Spotify Rallies, Lam Research Falls

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c347011f-9982-4d22-a69d-b4eb00d95cd7/transcript

Meta Falls, Tesla Drops, Lam Research Down as Forecast Underwhelms

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