On this episode of Stock Movers:
- Micron (MU) shares gain. Shares in chipmakers, opticals and storage firms gain as supply for global memory chips, key to AI infrastructure build-outs, tightens further. The sector is also getting a boost as Nvidia’s Jensen Huang joined President Donald Trump on his visit to China.
- Akamai (AKAM) shares gain after BofA upgraded the company to buy from neutral. “The story has shifted from a legacy delivery network to a credible AI infrastructure platform,” and “large cloud infrastructure wins, including a $1.8bn, 7 year deal, signal real demand for distributed AI, not just narrative,” writes analyst Tal Liani.
- Trade Desk (TTD) shares fall after HSBC analyst Mohammed Khallouf cut his recommendation to reduce from hold, following the advertising-technology company’s disappointing earnings report issued after market close on May 7. Executives guided for for the slowest pace of revenue growth since its 2016 listing, Khallouf notes.

On this episode of Stock Movers: - Micron (MU) shares gain. Shares in chipmakers, opticals and storage firms gain as supply for global memory chips, key to AI infrastructure build-outs, tightens further. The sector is also getting a boost as Nvidia&rsquo;s Jensen Huang joined President Donald Trump on his visit to China. - Akamai (AKAM) shares gain after BofA upgraded the company to buy from neutral. &ldquo;The story has shifted from a legacy delivery network to a credible AI infrastructure platform,&rdquo; and &ldquo;large cloud infrastructure wins, including a $1.8bn, 7 year deal, signal real demand for distributed AI, not just narrative,&rdquo; writes analyst Tal Liani. - Trade Desk (TTD) shares fall after HSBC analyst Mohammed Khallouf cut his recommendation to reduce from hold, following the advertising-technology company&rsquo;s disappointing earnings report issued after market close on May 7. Executives guided for for the slowest pace of revenue growth since its 2016 listing, Khallouf notes.

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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

Micron Gains, Akamai Rises, Trade Desk Falls After HSBC Cuts to Reduce

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