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

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

On this episode of Stock Movers: 

- Intel (INTC) delivered a blockbuster sales forecast that shattered Wall Street expectations, signaling that the long-struggling chipmaker is benefiting from the giant build-out of artificial intelligence computing. Intel shares soared 20% in extended trading after the results were released, putting the stock in record territory. It had gained 81% this year heading into the report, closing at $66.78.

- ServiceNow (NOW) shares plunged the most ever after the provider of software for business tasks reported results that disappointed investors and said some sales deals have been delayed by the war in the Middle East. Subscription revenue rose 22% to $3.67 billion in the quarter ended March 31, about in line with analysts’ average estimate compiled by Bloomberg. That expansion rate would have been nearly 1 percentage point higher if not for “delayed closings of several large on-premise deals in the Middle East, due to the ongoing conflict in the region,” the company said Wednesday in a statement.

- West Pharma (WST) spikes in trading on Thursday after the maker of packaging components for the drug industry boosted its adjusted earnings per share guidance for the full year and posted first-quarter results that was ahead of Wall Street’s expectations.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Intel (INTC) delivered a blockbuster sales forecast that shattered Wall Street expectations, signaling that the long-struggling chipmaker is benefiting from the giant build-out of artificial intelligence computing. Intel shares soared 20% in extended trading after the results were released, putting the stock in record territory. It had gained 81% this year heading into the report, closing at $66.78. - ServiceNow (NOW) shares plunged the most ever after the provider of software for business tasks reported results that disappointed investors and said some sales deals have been delayed by the war in the Middle East. Subscription revenue rose 22% to $3.67 billion in the quarter ended March 31, about in line with analysts&rsquo; average estimate compiled by Bloomberg. That expansion rate would have been nearly 1 percentage point higher if not for &ldquo;delayed closings of several large on-premise deals in the Middle East, due to the ongoing conflict in the region,&rdquo; the company said Wednesday in a statement. - West Pharma (WST) spikes in trading on Thursday after the maker of packaging components for the drug industry boosted its adjusted earnings per share guidance for the full year and posted first-quarter results that was ahead of Wall Street&rsquo;s expectations.

Intel Gives Strong Outlook, ServiceNow Suffers Worst Day, West Pharma Spikes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2f4e6a00-bb1a-43df-aa6f-b43501619917/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.

- Texas Instruments (TXN) shares jumped the most in more than two decades after the chipmaker gave a surprisingly strong forecast, helped by booming spending on data centers and industrial equipment. Revenue will be $5 billion to $5.4 billion in the second quarter, the company said in a statement Wednesday. Analysts had estimated $4.85 billion on average, according to data compiled by Bloomberg.

- Microsoft (MSFT) and Meta (META) are both planning cuts or announcing buyouts that could affect as many as 23,000 jobs, part of an effort to streamline operations and offset heavy spending on artificial intelligence. Microsoft issued a memo offering voluntary buyouts to thousands of its US employees. About 7% of the US workforce will be eligible for the buyouts, according to a person familiar with the planning. The company has never previously done buyouts of this scale, said the person, who requested anonymity to discuss an internal matter. Microsoft had 125,000 employees in the US as of June 2025. That would make about 8,750 workers eligible for the program. Shares of the big tech company dropped in trading today. 

- Intel (INTC) gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure. Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average, estimated $13 billion, according to data compiled by Bloomberg. Earnings, excluding some items, will be about 20 cents a share, compared with a Wall Street prediction of 9 cents. Shares rose in aftermarkets trading.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:&nbsp;
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.
- Texas Instruments (TXN) shares jumped the most in more than two decades after the chipmaker gave a surprisingly strong forecast, helped by booming spending on data centers and industrial equipment. Revenue will be $5 billion to $5.4 billion in the second quarter, the company said in a statement Wednesday. Analysts had estimated $4.85 billion on average, according to data compiled by Bloomberg.
- Microsoft (MSFT) and Meta (META) are both planning cuts or announcing buyouts that could affect as many as 23,000 jobs, part of an effort to streamline operations and offset heavy spending on artificial intelligence. Microsoft issued a memo offering voluntary buyouts to thousands of its US employees. About 7% of the US workforce will be eligible for the buyouts, according to a person familiar with the planning. The company has never previously done buyouts of this scale, said the person, who requested anonymity to discuss an internal matter. Microsoft had 125,000 employees in the US as of June 2025. That would make about 8,750 workers eligible for the program. Shares of the big tech company dropped in trading today.&nbsp;
- Intel (INTC) gave a strong sales forecast for the current period, signaling that the struggling chipmaker is finally beginning to benefit from the giant build-out of artificial intelligence infrastructure. Revenue will be $13.8 billion to $14.8 billion in the quarter ending in June, the company said Thursday in a statement. Analysts, on average, estimated $13 billion, according to data compiled by Bloomberg. Earnings, excluding some items, will be about 20 cents a share, compared with a Wall Street prediction of 9 cents. Shares rose in aftermarkets trading.

Closing Bell: Texas Instruments Rallies, Microsoft Drops, Intel Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1a028b6f-3c81-497c-a1b0-b4350158976e/transcript

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

On this episode of Stock Movers: 

- Curaleaf (CURLF), as well as other cannabis-linked stocks soared today when the US Justice Department reclassified state-regulated marijuana as a less dangerous drug, a major shift that could increase legal cannabis sales and help a struggling industry. The directive signed by acting Attorney General Todd Blanche moved licensed marijuana products from Schedule I — the same federal category as heroin and LSD — to the less strictly controlled Schedule III. The action stops short of fully legalizing the drug for recreational use nationwide, but it meets the demands of many advocates who have long argued for looser restrictions.

- Southwest (LUV) declined to update its full-year profit guidance as US carriers contend with soaring fuel prices amid America’s protracted war in the Middle East. Shares in the Dallas-based airline fell in New York time after it reported adjusted quarterly profit and revenue just shy of Wall Street’s expectations. Southwest has declined roughly 7% this year, less than the Bloomberg World Airlines Index of 60 members in the period.

- Texas Instruments (TXN) shares jumped the most in more than two decades after the chipmaker gave a surprisingly strong forecast, helped by booming spending on data centers and industrial equipment. Revenue will be $5 billion to $5.4 billion in the second quarter, the company said in a statement Wednesday. Analysts had estimated $4.85 billion on average, according to data compiled by Bloomberg.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:&nbsp;
- Curaleaf (CURLF), as well as other cannabis-linked stocks soared today when the US Justice Department reclassified state-regulated marijuana as a less dangerous drug, a major shift that could increase legal cannabis sales and help a struggling industry. The directive signed by acting Attorney General Todd Blanche moved licensed marijuana products from Schedule I &mdash; the same federal category as heroin and LSD &mdash; to the less strictly controlled Schedule III. The action stops short of fully legalizing the drug for recreational use nationwide, but it meets the demands of many advocates who have long argued for looser restrictions.
- Southwest (LUV) declined to update its full-year profit guidance as US carriers contend with soaring fuel prices amid America&rsquo;s protracted war in the Middle East. Shares in the Dallas-based airline fell in New York time after it reported adjusted quarterly profit and revenue just shy of Wall Street&rsquo;s expectations. Southwest has declined roughly 7% this year, less than the Bloomberg World Airlines Index of 60 members in the period.
- Texas Instruments (TXN) shares jumped the most in more than two decades after the chipmaker gave a surprisingly strong forecast, helped by booming spending on data centers and industrial equipment. Revenue will be $5 billion to $5.4 billion in the second quarter, the company said in a statement Wednesday. Analysts had estimated $4.85 billion on average, according to data compiled by Bloomberg.

Curaleaf Soars, Southwest Falls, Texas Instruments Climbs

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9316bfba-0bcc-43d6-8d9b-b435013c25a2/transcript

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

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