On this episode of stock movers:
Molina Healthcare (MOH) rises after money manager Michael Burry highlighted the health insurer’s record of strong expense ratios and underwriting results, while praising its acquisition strategy on Substack.
Ultragenyx (RARE) climb the most intraday since August 2024, rebounding after the shares hit a record low Monday on study failure. Jefferies analysts say the stock could rebound in 2026 ahead of a late-stage data update. 
OceanFirst (OCFC) down as the bank agreed to buy Flushing Financial in an all-stock deal that includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company’s board.

On this episode of stock movers:
<ul>
<li>Molina Healthcare (MOH) rises after money manager Michael Burry highlighted the health insurer&rsquo;s record of strong expense ratios and underwriting results, while praising its acquisition strategy on Substack.</li>
<li>Ultragenyx (RARE) climb the most intraday since August 2024, rebounding after the shares hit a record low Monday on study failure. Jefferies analysts say the stock could rebound in 2026 ahead of a late-stage data update.&nbsp;</li>
<li>OceanFirst (OCFC) down as the bank agreed to&nbsp;buy&nbsp;Flushing Financial in an all-stock deal that includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company&rsquo;s board.</li>
</ul>

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

Molina, Ultragenyx Rise, OceanFirst Falls on M&A announcement

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/062ca222-fd58-4ca0-8fb2-b3c301311d53/transcript

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

On this episode of Stock Movers: 

- Tesla (TSLA) beat Wall Street’s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business. The shares rose 4% at 4:48 p.m. after the close of regular trading in New York. The stock has declined 21% from a record high in mid-December. 

- IBM (IBM) posted quarterly sales in its software unit that were in line with estimates, failing to shake investor concerns about AI disruption to its business. Software revenue increased 11% to $7.05 billion in the period ended March 31, the company said Wednesday in a statement. Total revenue increased 9% to $15.9 billion compared with analysts’ average estimate of $15.7 billion. The shares declined about 6% in extended trading after closing at $251.86 in New York. The stock has slipped 15% this year. 

- Texas Instruments (TXN) the biggest producer of analog chips, gave a surprisingly strong forecast for the current period, helped by booming spending on data centers. Revenue will be $5 billion to $5.4 billion in the second quarter, the company said in a statement Wednesday. Analysts had estimated $4.85 billion on average, according to data compiled by Bloomberg. Profit will be $1.77 to $2.05 a share, compared with a projection of $1.57.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:&nbsp;
- Tesla (TSLA) beat Wall Street&rsquo;s profit expectations to start the year as the automaker said demand for its electric vehicles is rebounding around the globe, hinting at a possible recovery for its long-struggling automotive business. The shares rose 4% at 4:48 p.m. after the close of regular trading in New York. The stock has declined 21% from a record high in mid-December.&nbsp;
- IBM (IBM) posted quarterly sales in its software unit that were in line with estimates, failing to shake investor concerns about AI disruption to its business. Software revenue increased 11% to $7.05 billion in the period ended March 31, the company said Wednesday in a statement. Total revenue increased 9% to $15.9 billion compared with analysts&rsquo; average estimate of $15.7 billion. The shares declined about 6% in extended trading after closing at $251.86 in New York. The stock has slipped 15% this year.&nbsp;
- Texas Instruments (TXN) the biggest producer of analog chips, gave a surprisingly strong forecast for the current period, helped by booming spending on data centers. Revenue will be $5 billion to $5.4 billion in the second quarter, the company said in a statement Wednesday. Analysts had estimated $4.85 billion on average, according to data compiled by Bloomberg. Profit will be $1.77 to $2.05 a share, compared with a projection of $1.57.

Tesla Tops Estimates, IBM Disappoints, Texas Instruments Trounces Estimates

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7adaaf2f-f156-4c96-84fc-b434015aea7e/transcript

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

On this episode of Stock Movers: 

- GE Vernova (GEV) one of the world’s only makers of big natural-gas turbines, soared the most in intraday trading since mid-December after its electrification unit sold more grid equipment, including substations and transformers, to data center customers in the first quarter than all of last year. GE Vernova said in its earnings statement that first-quarter orders for electrification equipment to hyperscalers and data center developers rose to $2.4 billion, more than all of last year. The company’s stock rose as much as 15.2% on Wednesday.

- Cannabis-linked stocks like those in the Amplify Alternative Harvest ETF (MJ) rallied on reports from Axios that President Donald Trump is expected to move to reclassify marijuana soon. 

- United Airlines (UAL) Chief Executive Officer Scott Kirby sidestepped questions about a potential merger with American Airlines Group Inc. while acknowledging that the current climate of high costs and struggling rivals might offer opportunities for deals. Kirby said in an interview with Bloomberg TV’s Lisa Abramowicz that his goal is to “create a truly global airline that all US citizens can be proud of,” though he declined to say if a transformational deal would be part of that plan. At the same time, he revealed that he’s considered some possibilities. United shares fell by about 6% in trading on Wednesday.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:&nbsp;
- GE Vernova (GEV) one of the world&rsquo;s only makers of big natural-gas turbines, soared the most in intraday trading since mid-December after its electrification unit sold more grid equipment, including substations and transformers, to data center customers in the first quarter than all of last year. GE Vernova said in its earnings statement that first-quarter orders for electrification equipment to hyperscalers and data center developers rose to $2.4 billion, more than all of last year. The company&rsquo;s stock rose as much as 15.2% on Wednesday.
- Cannabis-linked stocks like those in the Amplify Alternative Harvest ETF (MJ) rallied on reports from Axios that President Donald Trump is expected to move to reclassify marijuana soon.&nbsp;
- United Airlines (UAL) Chief Executive Officer Scott Kirby sidestepped questions about a potential merger with American Airlines Group Inc. while acknowledging that the current climate of high costs and struggling rivals might offer opportunities for deals. Kirby said in an interview with Bloomberg TV&rsquo;s Lisa Abramowicz that his goal is to &ldquo;create a truly global airline that all US citizens can be proud of,&rdquo; though he declined to say if a transformational deal would be part of that plan. At the same time, he revealed that he&rsquo;s considered some possibilities. United shares fell by about 6% in trading on Wednesday.

GE Vernova Soars, Cannabis-Linked Stocks Rally, United Airlines Sinks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/14ca1080-78ef-4a6f-9904-b434013c3c43/transcript

On this episode of Stock Movers:
Boeing (BA) shares raises after the company reported lower-than-expected cash outflow of $1.45 billion as it delivered the most aircraft in the first quarter since 2019.
GE Vernova (GEV) shares surges after the company reported revenue for the first quarter that beat the average analyst estimate. 
Capital One (COF) shares slightly higher after the company reported a first-quarter profit that missed Wall Street estimates and set aside more cash to cover soured loans.

On this episode of Stock Movers:
<ul>
<li>Boeing (BA) shares raises after the company reported lower-than-expected cash outflow of $1.45 billion as it delivered the most aircraft in the first quarter since 2019.</li>
<li>GE Vernova (GEV) shares surges after the company reported revenue for the first quarter that beat the average analyst estimate.&nbsp;</li>
<li>Capital One (COF) shares slightly higher after the company reported a first-quarter profit that missed Wall Street estimates and set aside more cash to cover soured loans.</li>
</ul>

Boeing Higher, GE Vernova Surges, Capital One Raises As They Missed Estimates

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c9c6fb4e-79b9-487f-8a3b-b43400fa3cc0/transcript

Molina, Ultragenyx Rise, OceanFirst Falls on M&A announcement

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