On this episode of Stock Movers:
- Nvidia (NVDA) shares are lower this morning, leading a slide in global chip stocks, due to new US government restrictions on Nvidia chip exports to China. The restrictions on Nvidia's H20 chip are seen as a permanent policy driven by concerns over China's rise in the electronics sector and are expected to have a significant negative impact on the semiconductor supply chain.
- ASML Holding NV (ASML) shares are down not just due to Nvidia chip restrictions, but on comments regarding outlook from leadership due to tariffs and a disappointing report on orders.
- United Airlines (UAL) shares are higher after the carrier said it expects resilient earnings in the second quarter. It says its 2025 outlook remains achievable.
- The Metals Company (TMC) is looking to continue the streak of gains for rare metals miners as the government plans to allow stockpiling of critical minerals.

On this episode of Stock Movers: - Nvidia (NVDA) shares are lower this morning, leading a slide in global chip stocks, due to new US government restrictions on Nvidia chip exports to China. The restrictions on Nvidia's H20 chip are seen as a permanent policy driven by concerns over China's rise in the electronics sector and are expected to have a significant negative impact on the semiconductor supply chain. - ASML Holding NV (ASML) shares are down not just due to Nvidia chip restrictions, but on comments regarding outlook from leadership due to tariffs and a disappointing report on orders. - United Airlines (UAL) shares are higher after the carrier said it expects resilient earnings in the second quarter. It says its 2025 outlook remains achievable. - The Metals Company (TMC) is looking to continue the streak of gains for rare metals miners as the government plans to allow stockpiling of critical minerals.

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

Nvidia Chip Curb Slide; ASML Follows Nvidia Down; United Airlines Hopeful Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/43596ceb-1e64-45cb-88ac-b2c100b6f09b/transcript

Today's biggest winners and losers in the stock market, a look at the notable movers: 
On this episode of Stock Movers:

- Apple (AAPL) stock has rallied since June 25, driven by excitement about the new lineup of devices, particularly the foldable phone. The company's revenue is expected to rise in fiscal 2026, but Apple is still considered an AI laggard, a long-term fundamental issue for investors. The foldable iPhone is projected to have a starting price of $2,300 to $2,500, and shipments are estimated to total about 6.5 million units in Apple's fiscal first quarter.

- AeroVironment (AVAV) narrowed its loss in the fiscal first quarter as higher sales of its autonomous defense systems boosted the top line.The drone maker on Wednesday reported a loss of $5.1 million, or 10 cents a share, compared with a loss of $67.4 million, or $1.44 a share, a year earlier

Today's biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers: - Apple (AAPL) stock has rallied since June 25, driven by excitement about the new lineup of devices, particularly the foldable phone. The company's revenue is expected to rise in fiscal 2026, but Apple is still considered an AI laggard, a long-term fundamental issue for investors. The foldable iPhone is projected to have a starting price of $2,300 to $2,500, and shipments are estimated to total about 6.5 million units in Apple's fiscal first quarter. - AeroVironment (AVAV) narrowed its loss in the fiscal first quarter as higher sales of its autonomous defense systems boosted the top line.The drone maker on Wednesday reported a loss of $5.1 million, or 10 cents a share, compared with a loss of $67.4 million, or $1.44 a share, a year earlier

Apple Debuts Foldable Phone, AeroVironment Drops, Abercrombie Reports

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f0b638eb-8af4-4f42-a0b4-b4c0015ed182/transcript

Today's biggest winners and losers in the stock market, a look at the notable movers: 
On this episode of Stock Movers:

- Apple (AAPL) stock has rallied since June 25, driven by excitement about the new lineup of devices, particularly the foldable phone. The company's revenue is expected to rise in fiscal 2026, but Apple is still considered an AI laggard, a long-term fundamental issue for investors. The foldable iPhone is projected to have a starting price of $2,300 to $2,500, and shipments are estimated to total about 6.5 million units in Apple's fiscal first quarter.

- Meta Platforms (META) shares are up on Wednesday, with analysts positive on the Facebook parent after it debuted Muse, an AI assistant. Firms wrote that Meta is well positioned to succeed with the product.

- Signet (SIG) shares jump as much as 20%, the most intraday since April of last year, after the jewelry retailer boosted its adjusted earnings-per-share forecast for the full year. Short interest is 13% of float, according to data from S3 Partner

Today's biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers: - Apple (AAPL) stock has rallied since June 25, driven by excitement about the new lineup of devices, particularly the foldable phone. The company's revenue is expected to rise in fiscal 2026, but Apple is still considered an AI laggard, a long-term fundamental issue for investors. The foldable iPhone is projected to have a starting price of $2,300 to $2,500, and shipments are estimated to total about 6.5 million units in Apple's fiscal first quarter. - Meta Platforms (META) shares are up on Wednesday, with analysts positive on the Facebook parent after it debuted Muse, an AI assistant. Firms wrote that Meta is well positioned to succeed with the product. - Signet (SIG) shares jump as much as 20%, the most intraday since April of last year, after the jewelry retailer boosted its adjusted earnings-per-share forecast for the full year. Short interest is 13% of float, according to data from S3 Partner

 Apple Debuts New Phone, Meta Gains, Signet Soars

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/183a7ae8-1451-44c4-9066-b4c0013cdbba/transcript

On this episode of Stock Movers:

- UnitedHealth (UNH) shares are down. UnitedHealth Group Inc. has sold an interest in some of its Optum Health operations in Florida to TPG Inc. UnitedHealth Chief Financial Officer Wayne DeVeydt said working with TPG will allow the business to grow more quickly while executing a broader turnaround. The deal with TPG is part of Optum's restructuring that the company had previously announced, according to Optum Health CEO Krista Nelson.

- Booking (BKNG) shares drop. Booking Holdings Inc. lost a European Union court fight over its derailed €1.6 billion ($1.9 billion) takeover of Sweden’s Etraveli Group, after judges said regulators were right to conclude that the planned buyout threatened fair competition.

- Dell (DELL) shares rise. Dell Technologies Inc. is seeking to raise about $4 billion from an investment-grade bond sale to refinance debt and fund general corporate purposes. The company is offering bonds in four tranches, with maturities ranging from three to 10 years, and proceeds will be used to repay outstanding notes due in 2026. Dell's bond offering is part of a wave of companies tapping the investment-grade debt market, with about 17 companies expected to sell bonds on Wednesday.

On this episode of Stock Movers:
- UnitedHealth (UNH) shares are down. UnitedHealth Group Inc. has sold an interest in some of its Optum Health operations in Florida to TPG Inc. UnitedHealth Chief Financial Officer Wayne DeVeydt said working with TPG will allow the business to grow more quickly while executing a broader turnaround. The deal with TPG is part of Optum's restructuring that the company had previously announced, according to Optum Health CEO Krista Nelson.
- Booking (BKNG) shares drop. Booking Holdings Inc. lost a European Union court fight over its derailed &euro;1.6 billion ($1.9 billion) takeover of Sweden&rsquo;s Etraveli Group, after judges said regulators were right to conclude that the planned buyout threatened fair competition.
- Dell (DELL) shares rise. Dell Technologies Inc. is seeking to raise about $4 billion from an investment-grade bond sale to refinance debt and fund general corporate purposes. The company is offering bonds in four tranches, with maturities ranging from three to 10 years, and proceeds will be used to repay outstanding notes due in 2026. Dell's bond offering is part of a wave of companies tapping the investment-grade debt market, with about 17 companies expected to sell bonds on Wednesday.

UnitedHealth Falls, Booking Drops, Dell Jumps as it Seeks to Raise $4 Billion From Bond Sale 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7aefca62-a581-4ff9-ac52-b4c000fb2597/transcript

Nvidia Chip Curb Slide; ASML Follows Nvidia Down; United Airlines Hopeful Outlook

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