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 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

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

Warner Bros. Discovery (WBD) plans to reject a takeover bid from Paramount Skydance Corp. after the company amended the terms of its offer. The Warner Bros. board is concerned that Paramount has yet to increase its offer, which was earlier rejected as inferior to one from Netflix Inc.
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. 

<ul>
<li>Warner Bros. Discovery (WBD) plans to reject a takeover bid from Paramount Skydance Corp. after the company amended the terms of its offer.&nbsp;The Warner Bros. board is concerned that Paramount has yet to increase its offer, which was earlier rejected as inferior to one from Netflix Inc.</li>
<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>
</ul>

WBD to Reject Paramount Offer, Molina, Ultragenyx Rise

On this episode of stock movers:
FTAI (FTAI) Aviation shares jumped on Tuesday after the company started a program to convert CFM56 engines to power new turbines built to provide energy for data centers. Production is expected to begin in 2026.
Energy stocks including Devon Energy (DVN) rise as oil rises
ON24 (ONTF) shares rise after the software company agreed to be bought by Cvent for a total consideration of about $400 million in cash.

On this episode of stock movers:
<ul>
<li>FTAI (FTAI) Aviation shares jumped on Tuesday after the company started a program to convert CFM56 engines to power new turbines built to provide energy for data centers. Production is expected to begin in 2026.</li>
<li>Energy stocks including Devon Energy (DVN) rise as oil rises</li>
<li>ON24 (ONTF) shares rise after the software company agreed to be bought by Cvent for a total consideration of about $400 million in cash.</li>
</ul>

FTAI, Energy Stocks, ON24 Rise

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/845138f0-05bd-4aa2-9bac-b3c301124fcd/transcript

On this episode of Stock Movers:
OceanFirst (OCFC) falls on pact to buy Flushing in All-Stock deal. The deal includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company’s board.
Molina Healthcare (MOH) rises after Michael Burry praises the health insurer and could be a target for acquisition.
Under Armour (UAA) jumps after an amended 13G filing from Fairfax Financial Holdings shows the firm holds a 16.1% Class A equity stake, or approximately 30.45 million Class A shares.

On this episode of Stock Movers:
<ul>
<li>OceanFirst (OCFC) falls on pact to buy Flushing in All-Stock deal. The deal includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company&rsquo;s board.</li>
<li>Molina Healthcare (MOH) rises after Michael Burry praises the health insurer and could be a target for acquisition.</li>
<li>Under Armour (UAA) jumps after an amended 13G filing from Fairfax Financial Holdings shows the firm holds a 16.1% Class A equity stake, or approximately 30.45 million Class A shares.</li>
</ul>

Molina, Under Armour jump; OceanFirst Falls

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/febd1d94-40ad-43ff-8dac-b3c3010a4ca9/transcript

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

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