On this episode of Stock Movers:
- Orsted shares surged after a US judge ruled work can resume on a wind farm off the coast of Rhode Island while it challenges the government’s latest attempt to stop offshore projects from being built.
- Diageo — the maker of Guinness and Johnnie Walker — is considering options for its China assets, including a sale. Advisers have been tasked with sounding out interest from local buyers and private equity houses. Shares rose more than 2% in early trading on the news, as investors kept spirits up.
- While expectations entering 2026 are higher for European semiconductors following sharp re-rating in 2025, analysts at Jefferies expect the sector to face a “choppy ride", noting that underlying trends for most companies remain “subdued” in their estimation. In semicap, they downgrade ASM International and VAT Group to Underperform.

On this episode of Stock Movers: - Orsted&nbsp;shares surged after a US judge ruled work can resume on a wind farm off the coast of Rhode Island while it challenges the government&rsquo;s latest attempt to stop offshore projects from being built. - Diageo&nbsp;&mdash; the maker of&nbsp;Guinness&nbsp;and&nbsp;Johnnie Walker&nbsp;&mdash;&nbsp;is considering options for its China assets, including a sale. Advisers have been tasked with sounding out interest from local buyers and private equity houses. Shares rose more than 2% in early trading on the news, as investors kept spirits up. - While expectations entering 2026 are higher for European semiconductors following sharp re-rating in 2025, analysts at Jefferies expect the sector to face a &ldquo;choppy ride", noting that underlying trends for most companies remain &ldquo;subdued&rdquo; in their estimation. In semicap, they downgrade&nbsp;ASM International&nbsp;and&nbsp;VAT Group&nbsp;to Underperform.

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

Orsted Soars, Diageo Rises, ASM Downgraded

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2c8c8611-5794-4864-b546-b3d10096f120/transcript