On this episode of Stock Movers:
- ByteDance and Alibaba have inquired about placing large orders for Nvidia’s (NVDA) H200 chip since President Donald Trump said he would allow its export to China, Reuters reports, citing people familiar with the matter.
- GE Vernova (GEV) shares rally as much as 6.8% in premarket trading on Wednesday after the electric power company boosted its buyback to $10 billion, doubled its dividend to 50c, affirmed some aspects of its 2025 guidance and presented its 2026 financial guidance. 
- The US Navy is turning to Palantir Technologies (PLTR) as part of its years-long effort to speed up submarine production, in a bet that the company’s analytics capabilities can better expose supply-chain problems.

On this episode of Stock Movers: - ByteDance and Alibaba have inquired about placing large orders for Nvidia&rsquo;s (NVDA) H200 chip since President Donald Trump said he would allow its export to China, Reuters reports, citing people familiar with the matter. - GE Vernova (GEV) shares rally as much as 6.8% in premarket trading on Wednesday after the electric power company boosted its buyback to $10 billion, doubled its dividend to 50c, affirmed some aspects of its 2025 guidance and presented its 2026 financial guidance. - The US Navy is turning to Palantir Technologies (PLTR) as part of its years-long effort to speed up submarine production, in a bet that the company&rsquo;s analytics capabilities can better expose supply-chain problems.

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 H200 Chips; GE Vernova Rises After Boosting Buyback; Palantir Deal with US Navy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4281168b-867a-4509-a1bc-b3af00c6908c/transcript

Earnings are in focus with Salesforce, Dell, and Abercrombie and Fitch reporting in the coming days.
Bloomberg's Nathan Hager previews the numbers with Avalon Pernell, Bloomberg Equities Reporter.

Earnings are in focus with Salesforce, Dell, and Abercrombie and Fitch reporting in the coming days. Bloomberg's Nathan Hager previews the numbers with Avalon Pernell, Bloomberg Equities Reporter.

Week Ahead: Salesforce, Dell, Abercrombie and Fitch

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7ed2dfda-6f0d-4722-8a5e-b452013d234f/transcript

On this episode of Stock Movers, we take a look at some of the biggest gainers and decliners of the week:

- Dell Technologies (DELL) surged to a new 52-week high after Wall Street analysts raised price forecasts ahead of the company’s upcoming earnings report. The stock also got a boost from rival Lenovo’s upbeat quarterly results and Dell's major product launches and expanded partnerships at Dell Technologies World 2026.

- Walmart (WMT) warned rising fuel costs are squeezing the company’s bottom line and could lead to higher prices for shoppers. The company said comparable sales in US stores, excluding fuel, rose in the latest quarter, but forecast adjusted profit for the second quarter that missed expectations.

- Intuit (INTU) suffered its worst stock decline in more than two decades after announcing plans to cut about 17% of its staff and reporting slower TurboTax sales than anticipated. The company expects to incur about $320 million in restructuring charges and will trim costs while investing in artificial intelligence products to simplify the organization.

On this episode of Stock Movers, we take a look at some of the biggest gainers and decliners of the week:
- Dell Technologies (DELL) surged to a new 52-week high after Wall Street analysts raised price forecasts ahead of the company&rsquo;s upcoming earnings report. The stock also got a boost from rival Lenovo&rsquo;s upbeat quarterly results and Dell's major product launches and expanded partnerships at Dell Technologies World 2026.
- Walmart (WMT) warned rising fuel costs are squeezing the company&rsquo;s bottom line and could lead to higher prices for shoppers. The company said comparable sales in US stores, excluding fuel, rose in the latest quarter, but forecast adjusted profit for the second quarter that missed expectations.
- Intuit (INTU) suffered its worst stock decline in more than two decades after announcing plans to cut about 17% of its staff and reporting slower TurboTax sales than anticipated. The company expects to incur about $320 million in restructuring charges and will trim costs while investing in artificial intelligence products to simplify the organization.

Weekly Roundup: Dell Rises, Walmart Slides, Intuit Plunged

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1a188fa8-2e95-445d-b0a7-b452016080ea/transcript

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, Carol Massar and Tim Stenovec.

- Qualcomm (QCOM) rises as investors focused on the growing market for agentic AI smartphones and the company's expanding automotive partnerships, even as broader tech markets weakened. Plus news that it has expanded their multi-year collaboration to integrate Snapdragon Digital Chassis system-on-chips across next-generation Stellantis vehicles

- Shares of technology hardware and server companies are rallying on Friday, with the group extending recent momentum as investors continue to see strong AI tailwinds for the sector. Dell (DELL) Technologies shares gained as much as 17% on Friday, hitting an intraday record

-BJ’s Wholesale (BJ) shares fall as much as 8.7%, to the lowest intraday since November 2024, after the retailer commented on a conference call about the health of its consumers. As for the quarterly results, adjusted EPS topped the consensus estimate, though comparable sales growth of just 1.5% narrowly trailed the +1.6% estimate. Annual guidance was maintained.

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, Carol Massar and Tim Stenovec.
- Qualcomm (QCOM) rises as investors focused on the growing market for agentic AI smartphones and the company's expanding automotive partnerships, even as broader tech markets weakened. Plus news that it has expanded their multi-year collaboration to integrate Snapdragon Digital Chassis system-on-chips across next-generation Stellantis vehicles
- Shares of technology hardware and server companies are rallying on Friday, with the group extending recent momentum as investors continue to see strong AI tailwinds for the sector. Dell (DELL) Technologies shares gained as much as 17% on Friday, hitting an intraday record
-BJ&rsquo;s Wholesale (BJ) shares fall as much as 8.7%, to the lowest intraday since November 2024, after the retailer commented on a conference call about the health of its consumers. As for the quarterly results, adjusted EPS topped the consensus estimate, though comparable sales growth of just 1.5% narrowly trailed the +1.6% estimate. Annual guidance was maintained.

Closing Bell: Qualcomm Soars, Dell Rises, BJ Drops

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/23e52aac-aaa5-4489-81e7-b4520151f303/transcript

Nvidia H200 Chips; GE Vernova Rises After Boosting Buyback; Palantir Deal with US Navy

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