On this episode of Stock Movers:

- Nvidia (NVDA) is working on AI infrastructure deals potentially worth more than $750 billion, including an artificial intelligence initiative with SK Hynix Inc.'s parent worth more than $500 billion. The deals have raised concerns about circular financing and skewed incentives, with critics warning that they may artificially inflate demand and valuations across the industry and create systemic shocks.

- Ford Motor (F) shares gain. Jefferies upgraded Ford to buy from hold ahead of second quarter earnings report. Analyst Philippe Houchois says “there is always scope for surprise either way at Ford, but we see Q2 as a low point for volume with post-Novelis production set to normalize up.”

- ExxonMobil (XOM) shares fall. Energy stocks drop after the US and Iran held off on attacks for a third straight night, sending oil prices lower. Airlines and cruise lines rally. 

On this episode of Stock Movers:
- Nvidia (NVDA) is working on AI infrastructure deals potentially worth more than $750 billion, including an artificial intelligence initiative with SK Hynix Inc.'s parent worth more than $500 billion. The deals have raised concerns about circular financing and skewed incentives, with critics warning that they may artificially inflate demand and valuations across the industry and create systemic shocks.
- Ford Motor (F) shares gain. Jefferies upgraded Ford to buy from hold ahead of second quarter earnings report. Analyst Philippe Houchois says &ldquo;there is always scope for surprise either way at Ford, but we see Q2 as a low point for volume with post-Novelis production set to normalize up.&rdquo;
- ExxonMobil (XOM) shares fall. Energy stocks drop after the US and Iran held off on attacks for a third straight night, sending oil prices lower. Airlines and cruise lines rally.&nbsp;

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 Drops, Ford Gains, ExxonMobil Falls as US and Iran Pause Strikes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b2de2a31-f673-4edf-9aa3-b49400ef8aa8/transcript