On this episode of Stock Movers:

- Paramount Skydance (PSKY) shares drop. According to the Wall Street Journal, California Attorney General Rob Bonta's office cancelled a planned meeting with Paramount Chief Executive David Ellison to discuss settling a lawsuit over the company's purchase of Warner Bros. Discovery.

- Ulta (ULTA) shares rise ahead of second quarter earnings. According to Bloomberg Intelligence: Ulta Beauty's fiscal 2Q revenue growth likely exceeded the 5% average implied for 2Q-4Q by full-year guidance, supported by about two months of incremental Space NK revenue before it laps the the July 2025 acquisition.

- Sandisk (SNDK) shares fall. Shares of companies involved in artificial intelligence infrastructure are falling in the latest example of heavy volatility in the group. Investors debate whether the group’s year-to-date strength has outpaced a positive fundamental backdrop.

On this episode of Stock Movers:
- Paramount Skydance (PSKY) shares drop. According to the Wall Street Journal, California Attorney General Rob Bonta's office cancelled a planned meeting with Paramount Chief Executive David Ellison to discuss settling a lawsuit over the company's purchase of Warner Bros. Discovery.
- Ulta (ULTA) shares rise ahead of second quarter earnings. According to Bloomberg Intelligence: Ulta Beauty's fiscal 2Q revenue growth likely exceeded the 5% average implied for 2Q-4Q by full-year guidance, supported by about two months of incremental Space NK revenue before it laps the the July 2025 acquisition.
- Sandisk (SNDK) shares fall. Shares of companies involved in artificial intelligence infrastructure are falling in the latest example of heavy volatility in the group. Investors debate whether the group&rsquo;s year-to-date strength has outpaced a positive fundamental backdrop.

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

Paramount Skydance Drops, Ulta Beauty Rises, Sandisk Falls With Memory and Optical Names Lower

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/954c96a1-3b06-40b2-85ef-b4b000edc7f0/transcript

On this episode of Stock Movers:

-Canada Goose (GOOS) shares fall. The company was downgraded to underweight from overweight at Wells Fargo Securities as it sees weather and tariffs weighing on the parka maker’s full-year earnings. Analyst Ike Boruchow notes that Canada Goose faces increasing macroenvironmental risks like the 50% tariffs the US put on Canada.

-Steel Dynamics (STLD). US and Canadian metals, lumber, automotive and retail stocks are moving on Monday as Canada is set to apply counter-tariffs on $20 billion of US products on Sept. 8 after the US implemented a new 50% tax on imports of hundreds of Canadian items.

-Applied Optoelectronics (AAOI) shares fall. Shares of companies involved in artificial intelligence infrastructure are falling in the latest example of heavy volatility in the group, as investors debate whether the group’s year-to-date strength has outpaced a positive fundamental backdrop.

On this episode of Stock Movers:
-Canada Goose (GOOS) shares fall. The company was downgraded to underweight from overweight at Wells Fargo Securities as it sees weather and tariffs weighing on the parka maker&rsquo;s full-year earnings. Analyst Ike Boruchow notes that Canada Goose faces increasing macroenvironmental risks like the 50% tariffs the US put on Canada.
-Steel Dynamics (STLD). US and Canadian metals, lumber, automotive and retail stocks are moving on Monday as Canada is set to apply counter-tariffs on $20 billion of US products on Sept. 8 after the US implemented a new 50% tax on imports of hundreds of Canadian items.
-Applied Optoelectronics (AAOI) shares fall. Shares of companies involved in artificial intelligence infrastructure are falling in the latest example of heavy volatility in the group, as investors debate whether the group&rsquo;s year-to-date strength has outpaced a positive fundamental backdrop.

Canada Goose Falls, Steel Dynamics Rises, Applied Optoelectronics Drops With AI Infrastructure Companies Lower

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/977515c5-8791-4fb2-945a-b4b000fa4b48/transcript

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

On this episode of Stock Movers:

- Alibaba (BABA) is tumbling after announcing a plan to raise about HK$80 billion ($10.2 billion) from a share sale. The share placement is expected to dilute earnings and hurt stock performance in the near term, analysts said. Meanwhile, the fundraising will help drive AI-led growth and the impact on earnings will be limited if the company can improve AI payoffs, they added. The tech and chip sectors are seeing a broader selloff globally.

- SoftBank (SFTBY) is moving on news it plans a record ¥1 trillion retail bond sale to raise funds for its investment commitments to OpenAI.

- Bitcoin (BTC) is continuing its rally. Spot Bitcoin exchange-traded funds had their strongest weekly inflow in 10 months last week as the original cryptocurrency surged.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Alibaba (BABA) is tumbling after announcing a plan to raise about HK$80 billion ($10.2 billion) from a share sale. The share placement is expected to dilute earnings and hurt stock performance in the near term, analysts said. Meanwhile, the fundraising will help drive AI-led growth and the impact on earnings will be limited if the company can improve AI payoffs, they added. The tech and chip sectors are seeing a broader selloff globally.
- SoftBank (SFTBY) is moving on news it plans a record &yen;1 trillion retail bond sale to raise funds for its investment commitments to OpenAI.
- Bitcoin (BTC) is continuing its rally. Spot Bitcoin exchange-traded funds had their strongest weekly inflow in 10 months last week as the original cryptocurrency surged.

Alibaba Drops; SoftBank Bond Sale; Bitcoin Rally

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5faa85e8-9483-4a42-8b2d-b4b000d915e6/transcript

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

On this episode of Stock Movers:

- Alibaba (BABA) is tumbling after announcing a plan to raise about HK$80 billion ($10.2 billion) from a share sale. The share placement is expected to dilute earnings and hurt stock performance in the near term, analysts said. Meanwhile, the fundraising will help drive AI-led growth and the impact on earnings will be limited if the company can improve AI payoffs, they added. The tech and chip sectors are seeing a broader selloff globally.

- Steel Dynamics (STLD) and other US steel firms are driving higher as Nucor, Steel Dynamics, Cleveland-Cliffs and Century Aluminum are likely winners from U.S.-Canada trade talks breaking down. All four stocks were higher early Monday after tumbling last week on the prospect of a Canada trade deal that would lower U.S. tariffs on steel and aluminum.

- Applied Optoelectronics (AAOI) is declining as it launched a $600 million at-the-market equity offering, which raised dilution concerns among investors.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Alibaba (BABA) is tumbling after announcing a plan to raise about HK$80 billion ($10.2 billion) from a share sale. The share placement is expected to dilute earnings and hurt stock performance in the near term, analysts said. Meanwhile, the fundraising will help drive AI-led growth and the impact on earnings will be limited if the company can improve AI payoffs, they added. The tech and chip sectors are seeing a broader selloff globally.
- Steel Dynamics (STLD) and other US steel firms are driving higher as Nucor, Steel Dynamics, Cleveland-Cliffs and Century Aluminum are likely winners from U.S.-Canada trade talks breaking down. All four stocks were higher early Monday after tumbling last week on the prospect of a Canada trade deal that would lower U.S. tariffs on steel and aluminum.
- Applied Optoelectronics (AAOI) is declining as it launched a $600 million at-the-market equity offering, which raised dilution concerns among investors.

Alibaba and Applied  Optoelectronics Dive; Steel Dynamics Climb

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/135eece0-43c2-4b20-9824-b4b000b9bac5/transcript

Paramount Skydance Drops, Ulta Beauty Rises, Sandisk Falls With Memory and Optical Names Lower

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