On this episode of Stock Movers:
- Netflix (NFLX) agreed to buy Warner Bros. Discovery in a historic combination, joining the world’s dominant paid streaming service with one of Hollywood’s oldest and most revered studios.
- Hewlett Packard Enterprise (HPE) shares dropped in premarket trading on Friday after the company gave an outlook for sales in the current quarter that fell short of high expectations for the AI server business.
- Ulta Beauty (ULTA) raised its full-year outlook after reporting better-than-expected results in the third quarter, a sign that consumers are overcoming any reluctance to spend and shelling out for cosmetics and hair supplies.

On this episode of Stock Movers: - Netflix (NFLX) agreed to buy Warner Bros. Discovery in a historic combination, joining the world&rsquo;s dominant paid streaming service with one of Hollywood&rsquo;s oldest and most revered studios. - Hewlett Packard Enterprise (HPE) shares dropped in premarket trading on Friday after the company gave an outlook for sales in the current quarter that fell short of high expectations for the AI server business. - Ulta Beauty (ULTA) raised its full-year outlook after reporting better-than-expected results in the third quarter, a sign that consumers are overcoming any reluctance to spend and shelling out for cosmetics and hair supplies.

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

Netflix to Buy Warner Bros; HPE Outlook Disappoints; Ulta Raises Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cbdb4f5d-63a8-4920-8a1f-b3aa00ec54ef/transcript

On this episode of Stock Movers:

- Oracle (ORCL) shares drop. Oracle Corp. shares are struggling due to the company's massive debt load taken on to build out artificial intelligence infrastructure. The company's earnings report will give Wall Street an indication of how much patience investors have left for such heavy AI spending, with a focus on spending plans and cash flow.

- Freeport-McMoRan (FCX) shares fall. Copper stocks are falling on Thursday after Reuters reported that the White House has not ​yet made a decision on refined copper tariffs as it weighs concerns of higher prices raising manufacturing costs against the potential benefits of encouraging more domestic mining, citing two people familiar with the matter.

- Baker Hughes (BKR) shares are down post-earnings. According to Bloomberg Intelligence: Baker Hughes' updated 2026 guidance, which includes newly acquired Chart Industries, reflects initial softness for the business, as the implied 17.1% Ebitda margin for the unit is below its stand-alone 2025 margin of 23.8%. 

On this episode of Stock Movers:
- Oracle (ORCL) shares drop. Oracle Corp. shares are struggling due to the company's massive debt load taken on to build out artificial intelligence infrastructure. The company's earnings report will give Wall Street an indication of how much patience investors have left for such heavy AI spending, with a focus on spending plans and cash flow.
- Freeport-McMoRan (FCX) shares fall. Copper stocks are falling on Thursday after Reuters reported that the White House has not ​yet made a decision on refined copper tariffs as it weighs concerns of higher prices raising manufacturing costs against the potential benefits of encouraging more domestic mining, citing two people familiar with the matter.
- Baker Hughes (BKR) shares are down post-earnings. According to Bloomberg Intelligence: Baker Hughes' updated 2026 guidance, which includes newly acquired Chart Industries, reflects initial softness for the business, as the implied 17.1% Ebitda margin for the unit is below its stand-alone 2025 margin of 23.8%.&nbsp;

Oracle Drops, Freeport-McMoRan Falls, Baker Hughes Lower After Updated Guidance

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ba979434-3b0e-49c2-9f43-b4c100fbcfff/transcript

On this episode of Stock Movers:

- Cooper (COO) shares tumble 14% postmarket after the healthcare supplies maker cut its adjusted earnings per share and revenue guidance for the full year. The firm’s fourth-quarter profit and revenue forecasts also fell short of Wall Street’s expectations.

- Macy's (M) shares sink. The company’s third quarter guidance left investors unimpressed, overshadowing a strong quarterly performance and increase in outlook. The company’s bottom end of comparable sales and sales guidance is below analysts estimates but the top line is ahead. Macy’s adjusted diluted earnings per share guidance is also below estimates.

- American Eagle (AEO) shares drop. The apparel firm’s second-quarter total comparable sales fell short of the average analyst estimate. Analysts note that strength at its aerie brand was more than offset by weakness at AE.  

On this episode of Stock Movers:
- Cooper (COO) shares tumble 14% postmarket after the healthcare supplies maker cut its adjusted earnings per share and revenue guidance for the full year. The firm&rsquo;s fourth-quarter profit and revenue forecasts also fell short of Wall Street&rsquo;s expectations.
- Macy's (M) shares sink. The company&rsquo;s third quarter guidance left investors unimpressed, overshadowing a strong quarterly performance and increase in outlook. The company&rsquo;s bottom end of comparable sales and sales guidance is below analysts estimates but the top line is ahead. Macy&rsquo;s adjusted diluted earnings per share guidance is also below estimates.
- American Eagle (AEO) shares drop. The apparel firm&rsquo;s second-quarter total comparable sales fell short of the average analyst estimate. Analysts note that strength at its aerie brand was more than offset by weakness at AE. &nbsp;

Cooper Tumbles, Macy's Sinks, American Eagle Drops as AE Brand Markdowns Weigh

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2b4c3d27-30dc-4bc6-b746-b4c100ed9b02/transcript

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

On this episode of Stock Movers:

- Macy's (M) shares are lower, erasing an earlier advance, as investors weigh much better-than-expected comparable sales and adjusted EPS in the second quarter against a less robust third-quarter guidance. The full magnitude of the 2Q beat is not reflected in the annual guidance boost. 

- American Eagle (AEO) is falling after the apparel firm’s second-quarter total comparable sales fell short of the average analyst estimate. 

- JetBlue (JBLU) shares are falling after the airline slashed its available seat miles forecast for the third quarter.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Macy's (M) shares are lower, erasing an earlier advance, as investors weigh much better-than-expected comparable sales and adjusted EPS in the second quarter against a less robust third-quarter guidance. The full magnitude of the 2Q beat is not reflected in the annual guidance boost.&nbsp;
- American Eagle (AEO) is falling after the apparel firm&rsquo;s second-quarter total comparable sales fell short of the average analyst estimate.&nbsp;
- JetBlue (JBLU) shares are falling after the airline slashed its available seat miles forecast for the third quarter.

Macy's and American Eagle Drop; JetBlue Dips

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1a5ee6ae-7bb2-4e5e-934f-b4c100d7ef52/transcript

Netflix to Buy Warner Bros; HPE Outlook Disappoints; Ulta Raises Outlook

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