On this episode of Stock Movers:

- Nvidia (NVDA) is leading Magnificent Seven stock gains in premarket trading on Wednesday as Wall Street awaits the chip giant’s earnings for an update on demand for artificial intelligence chips. 

- CrowdStrike’s (CRWD) net new annual recurring revenue is expected to have dropped 4% in the second quarter, according to consensus. 

- Oppenheimer & Co cut the target on Salesforce (CRM) to $315 from $370. Maintains outperform rating.

On this episode of Stock Movers:
- Nvidia (NVDA) is leading Magnificent Seven stock gains in premarket trading on Wednesday as Wall Street awaits the chip giant&rsquo;s earnings for an update on demand for artificial intelligence chips.&nbsp;
- CrowdStrike&rsquo;s (CRWD) net new annual recurring revenue is expected to have dropped 4% in the second quarter, according to consensus.&nbsp;
- Oppenheimer &amp; Co cut the target on Salesforce (CRM) to $315 from $370. Maintains outperform rating.

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 Earnings, CrowdStrike Reports, Salesforce Target Cut

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5c0e0a18-6b63-4357-9057-b34600ba0378/transcript

On this episode of Stock Movers:
- HSBC and Standard Chartered are European banks most exposed to the Middle East as the region represents 4% and 12% of the lenders’ profit before taxes respectively, JPMorgan analysts say.
- On the Beach shares drop as much as 14% to the lowest level since November 2024. The online seller of package holidays suspended its full-year guidance of £39m to £43m adjusted profit before tax due to a “significant slowdown” in demand following the conflict in the Middle East, according to a statement.
- Leonardo shares gain as much as 8.7% to a new record high after the defense technology firm outlined its targets through 2030, which Mediobanca described as “bullish.” Analysts highlight, in particular, order intake expectations, and Jefferies says the 2030 numbers imply 300bps margin expansion vs 2025.

On this episode of Stock Movers: - HSBC and Standard Chartered are European banks most exposed to the Middle East as the region represents 4% and 12% of the lenders&rsquo; profit before taxes respectively, JPMorgan analysts say. - On the Beach shares drop as much as 14% to the lowest level since November 2024. The online seller of package holidays suspended its full-year guidance of &pound;39m to &pound;43m adjusted profit before tax due to a &ldquo;significant slowdown&rdquo; in demand following the conflict in the Middle East, according to a statement. - Leonardo shares gain as much as 8.7% to a new record high after the defense technology firm outlined its targets through 2030, which Mediobanca described as &ldquo;bullish.&rdquo; Analysts highlight, in particular, order intake expectations, and Jefferies says the 2030 numbers imply 300bps margin expansion vs 2025.

HSBC Down, On The Beach Falls, Leonardo Gains 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8e3af8a5-e4a7-41a0-91e6-b40b0096ce15/transcript

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

On this episode of Stock Movers: 

- Campbell's (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Full-year earnings, adjusted for some items, are now seen between $2.15 to $2.25 per share, below the prior range of $2.40 to $2.55, according to a Wednesday statement. That’s set to be the lowest profit since 2009. Shares sunk in trading on Wednesday.

- Sable Offshore (SOC) rallied after word that President Donald Trump is preparing to invoke Cold War-era powers to clear the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. A White House official said that any policy announcement would come directly from the president. Sable didn’t respond to a request for comment. 

- Petco (WOOF) forecast annual earnings above analyst estimates, signaling that consumer pet spending remains durable despite tariff and economic uncertainty. The shares surged as much as 20% in postmarket trading. The San Diego, California-based company said in a Wednesday statement that it sees adjusted earnings before interest, taxes, depreciation and amortization for the year ending early 2027 of $415 million to $430 million, beating analyst estimates of $404.4 million.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:&nbsp;
- Campbell's (CPB) cut its profit outlook to the lowest in a decade as consumers eschew chips and pretzels while supply constraints are weighing on sales of freshly baked goods. Full-year earnings, adjusted for some items, are now seen between $2.15 to $2.25 per share, below the prior range of $2.40 to $2.55, according to a Wednesday statement. That&rsquo;s set to be the lowest profit since 2009. Shares sunk in trading on Wednesday.
- Sable Offshore (SOC) rallied after word that President Donald Trump is preparing to invoke Cold War-era powers to clear the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it&rsquo;s not yet public. A White House official said that any policy announcement would come directly from the president. Sable didn&rsquo;t respond to a request for comment.&nbsp;
- Petco (WOOF) forecast annual earnings above analyst estimates, signaling that consumer pet spending remains durable despite tariff and economic uncertainty. The shares surged as much as 20% in postmarket trading. The San Diego, California-based company said in a Wednesday statement that it sees adjusted earnings before interest, taxes, depreciation and amortization for the year ending early 2027 of $415 million to $430 million, beating analyst estimates of $404.4 million.

Campbell's Sinks, Sable Offshore Skyrockets, Petco Surges 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/03464659-9d09-4c7a-b922-b40a0186105e/transcript

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

On this episode of Stock Movers:

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.

- Oracle (ORCL) shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle’s closely watched infrastructure business jumped 84% to $4.9 billion in the three months ended Feb. 28, the company said Tuesday in a statement, surpassing the 79% that analysts had expected and up from 68% in the previous quarter. Total revenue will reach $90 billion in the fiscal year beginning in June, Oracle said, also handily beating analysts’ projections. The shares traded as high as $171.76 Wednesday in New York, their biggest intraday gain in six months. 

- Sable Offshore (SOC) saw its shares rip higher after Bloomberg reported that President Donald Trump is preparing to invoke Cold War-era powers to pave the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it’s not yet public. Trading in Sable’s shares was halted after prices jumped as much as 34% on the news. The company’s shares have seen sharp swings and multiple trading halts in the last year.

- Petco (WOOF) shares soar 16% in after hours trading, as the pet health and wellness company’s adjusted Ebitda forecast for the first quarter beat the average analyst estimate.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
- Oracle (ORCL) shares soared as much as 15% on Wednesday after the software and cloud services company reported strong sales and issued an outlook that suggests little letup in demand for AI computing. Revenue in Oracle&rsquo;s closely watched infrastructure business jumped 84% to $4.9 billion in the three months ended Feb. 28, the company said Tuesday in a statement, surpassing the 79% that analysts had expected and up from 68% in the previous quarter. Total revenue will reach $90 billion in the fiscal year beginning in June, Oracle said, also handily beating analysts&rsquo; projections. The shares traded as high as $171.76 Wednesday in New York, their biggest intraday gain in six months.&nbsp;
- Sable Offshore (SOC) saw its shares rip higher after Bloomberg reported that President Donald Trump is preparing to invoke Cold War-era powers to pave the way for renewed oil production off the southern California coast, a long-shot bid to help ease the global crude supply crunch spurred by his war with Iran. Trump is set to soon summon authorities under the Defense Production Act to preempt state laws and ease permitting for Sable Offshore Corp., a Houston-based company looking to restart significant production from a cluster of offshore platforms in California. The plan was described by a person familiar with the matter who asked not to be named because it&rsquo;s not yet public. Trading in Sable&rsquo;s shares was halted after prices jumped as much as 34% on the news. The company&rsquo;s shares have seen sharp swings and multiple trading halts in the last year.
- Petco (WOOF) shares soar 16% in after hours trading, as the pet health and wellness company&rsquo;s adjusted Ebitda forecast for the first quarter beat the average analyst estimate.

Closing Bell: Oracle Soars, Sable Offshore Skyrockets, Petco Surges 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/75b9a7ea-fd3b-4bb9-b29f-b40a01553b13/transcript

Nvidia Earnings, CrowdStrike Reports, Salesforce Target Cut

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