On this episode of Stock Movers:
- Nvidia (NVDA) shares drop after SoftBank sold its entire stake in Nvidia for $5.83 billion to help bankroll AI investments. Softbank has sold out of Nvidia once before in 2019, then resumed buying small stakes in Nvidia in 2020.
- Paramount Skydance (PSKY) shares rise after the company reported financial results for the first time since a new investor group took over the media company in August. The company raised its cost savings goal to at least $3 billion and said it's planning an additional 1,600-person workforce reduction.
- Estee Lauder (EL) shares gain after Argus raised their recommendation for the company to buy from hold. Strategists said: “New management has increased innovation significantly,” and product is entering “such new channels as Amazon Premium Beauty, Sephora, and Ulta.”

On this episode of Stock Movers: - Nvidia (NVDA) shares drop after SoftBank sold its entire stake in&nbsp;Nvidia&nbsp;for $5.83 billion to help bankroll AI investments. Softbank has sold out of Nvidia once before in 2019, then resumed buying small stakes in Nvidia in 2020. - Paramount Skydance (PSKY) shares rise after the company reported financial results for the first time since a new investor group took over the media company in August. The company raised its cost savings goal to at least $3 billion and said it's planning an additional 1,600-person workforce reduction. - Estee Lauder (EL) shares gain after Argus raised their recommendation for the company to buy from hold. Strategists said: &ldquo;New management has increased innovation significantly,&rdquo; and product is entering &ldquo;such new channels as Amazon Premium Beauty, Sephora, and Ulta.&rdquo;

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

Nvidia Drops, Paramount Skydance Rises, Estee Lauder Gains After Ratings Upgrade 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b67a19c4-a70e-4c55-836a-b39200fbf7b7/transcript

On this episode of Stock Movers:

- Goldman Sachs (GS) blew through expectations for equities-trading revenue, posting an all-time Wall Street record of $4.31 billion in the final three months of last year. That was higher than the previous record for any bank, set by Goldman in the second quarter of 2025. It also came in nearly $700 million higher than what analysts had expected for the quarter, according to the average estimate compiled by Bloomberg. Shares of the Wall Street giant traded higher.

- Morgan Stanley (MS)’s debt bankers increased revenue 93% in the fourth quarter, by far the biggest jump on Wall Street and capping a record year for that business. The firm’s debt-underwriting revenue came in at $785 million for the last three months of the year, according to a statement Thursday, while analysts were expecting $635 million. That brought total investment-banking fees to $2.41 billion, up 47% from a year ago. The company reported record annual net income. Shares of Morgan Stanley rose 3.7% after earnings were released. They’ve climbed 44% in the past 12 months, more than the 9.9% increase for the S&P 500 Financials Index. 

- BlackRock (BLK) pulled in $342 billion of total client cash in the fourth quarter, pushing the firm to a record $14 trillion of assets as it integrates a string of recent acquisitions to become a force in private markets. Investors added $268 billion on a net basis to its long-term investment funds, including $181 billion to its exchange-traded fund business that now has $5.5 trillion overall, BlackRock said Thursday in a statement announcing full-year and quarterly earnings. The tally in the last three months of the year pushed the total annual haul, including money-market and cash-management funds, to $698 billion, setting a new record. Shares of BlackRock rose 5.2% in New York after earnings. 

On this episode of Stock Movers:
- Goldman Sachs (GS) blew through expectations for equities-trading revenue, posting an all-time Wall Street record of $4.31 billion in the final three months of last year. That was higher than the previous record for any bank, set by Goldman in the second quarter of 2025. It also came in nearly $700 million higher than what analysts had expected for the quarter, according to the average estimate compiled by Bloomberg. Shares of the Wall Street giant traded higher.
- Morgan Stanley (MS)&rsquo;s debt bankers increased revenue 93% in the fourth quarter, by far the biggest jump on Wall Street and capping a record year for that business. The firm&rsquo;s debt-underwriting revenue came in at $785 million for the last three months of the year, according to a statement Thursday, while analysts were expecting $635 million. That brought total investment-banking fees to $2.41 billion, up 47% from a year ago. The company reported record annual net income. Shares of Morgan Stanley rose 3.7% after earnings were released. They&rsquo;ve climbed 44% in the past 12 months, more than the 9.9% increase for the S&amp;P 500 Financials Index.&nbsp;
- BlackRock (BLK) pulled in $342 billion of total client cash in the fourth quarter, pushing the firm to a record $14 trillion of assets as it integrates a string of recent acquisitions to become a force in private markets. Investors added $268 billion on a net basis to its long-term investment funds, including $181 billion to its exchange-traded fund business that now has $5.5 trillion overall, BlackRock said Thursday in a statement announcing full-year and quarterly earnings. The tally in the last three months of the year pushed the total annual haul, including money-market and cash-management funds, to $698 billion, setting a new record. Shares of BlackRock rose 5.2% in New York after earnings.&nbsp;

Goldman Sachs, Morgan Stanley & BlackRock All Surge on Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c7d4b25c-2dd5-41fd-af12-b3d3014c0ea0/transcript

On this episode of Stock Movers:

- Goldman Sachs (GS) shares rise after the firm posted an all-time Wall Street record of $4.31 billion in equities-trading revenue in the final three months of last year. The firm raised its dividend to $4.50 per share and increased targets for its asset- and wealth-management business, which posted a quarterly record for fees.

- Applied Materials (APLD) shares jump after Barclays upgraded the stock to overweight from equal-weight. The chip-tool maker is also getting a boost after TSMC set a bullish capital spending target, signaling strong demand for AI chips. 

- Coinbase Global (COIN) shares fall after the US Senate Banking Committee delayed its discussion of the crypto market structure bill and Coinbase pulled support of the bill due to its limits on stablecoin rewards.

On this episode of Stock Movers: - Goldman Sachs (GS) shares rise after the firm posted an all-time Wall Street record of $4.31 billion in equities-trading revenue in the final three months of last year. The firm raised its dividend to $4.50 per share and increased targets for its asset- and wealth-management business, which posted a quarterly record for fees. - Applied Materials (APLD) shares jump after Barclays upgraded the stock to overweight from equal-weight. The chip-tool maker is also getting a boost after TSMC set a bullish capital spending target, signaling strong demand for AI chips. - Coinbase Global (COIN)&nbsp;shares fall after the US Senate Banking Committee delayed its discussion of the crypto market structure bill and Coinbase pulled support of the bill due to its limits on stablecoin rewards.

Goldman Sachs Rises, Applied Materials Jumps, Coinbase Falls After Senate Crypto Bill Delayed

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6785da5b-a37d-486a-96c5-b3d3010a549f/transcript

On this episode of Stock Movers:

- Taiwan Semiconductor Manufacturing Company (TSMC) ADRs are down after the company said it expects 2026 sales to grow by close to 30% in USD teams.

- ASML soars after it surpassed $500 billion in market value after Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026.

- Boston Scientific (BSX) shares drop after the company agreed to buy Penumbra Inc. in a deal valued at more than $14 billion to expand in the treatment of blood clots and stroke.

On this episode of Stock Movers: - Taiwan Semiconductor Manufacturing Company (TSMC) ADRs are down after the company said it expects 2026 sales to grow by close to 30% in USD teams. - ASML soars after it surpassed $500 billion in market value after Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026. - Boston Scientific (BSX) shares drop after the company agreed to buy Penumbra Inc. in a deal valued at more than $14 billion to expand in the treatment of blood clots and stroke.

TSMC Down, ASML Soars, Boston Scientific Drops on Penumbra Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/11667368-bb77-4dd6-a0f5-b3d300fcefbb/transcript

Nvidia Drops, Paramount Skydance Rises, Estee Lauder Gains After Ratings Upgrade

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