On this episode of Stock Movers:

- Qualcomm (QCOM) kicked off its biggest stock rally since 2019 after unveiling chips and computers for the lucrative AI data center market, aiming to challenge Nvidia in the fastest-growing part of the industry. 

- Lululemon Athletica (LULU) rises after entering an arrangement with the National Football League and sports merchandiser Fanatics to develop a line of fan apparel. This comes as the yoga-wear retailer searches for new avenues of growth.

- Keurig Dr Pepper (KDP) jumps after the company announced it is raising $7 billion from Apollo and KKR to help finance its acquisition of JDE Peet’s NV, aiming to ease investor concerns about taking on too much debt.

On this episode of Stock Movers:
- Qualcomm (QCOM) kicked off its biggest stock rally since 2019 after unveiling chips and computers for the lucrative AI data center market, aiming to challenge Nvidia in the fastest-growing part of the industry.&nbsp;
- Lululemon Athletica (LULU) rises after entering an arrangement with the National Football League and sports merchandiser Fanatics to develop a line of fan apparel. This comes as the yoga-wear retailer searches for new avenues of growth.
- Keurig Dr Pepper (KDP) jumps after the company announced it is raising $7 billion from Apollo and KKR to help finance its acquisition of JDE Peet&rsquo;s NV, aiming to ease investor concerns about taking on too much debt.

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

Qualcomm Challenges Nvidia, Lululemon Rises, Keurig Dr Pepper Jumps

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/070960b9-e080-4d74-8555-b383013a2c75/transcript

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


On this episode of Stock Movers:


- AOL owner Bending Spoons (BSP) shares rose 14% above their initial public offering price after the company and some of its backers raised $1.68 billion. The trading gives Bending Spoons a market value of over $20 billion. That compares with a valuation of about $14.5 billion in 2025, after a funding round comprised of $270 million in primary capital and $440 million in secondary capital and a $2.8 billion debt package, according to PitchBook data.


- Nike (NKE) executives gave a cautious outlook and warned about elevated consumer anxiety, adding to investor concerns about the sportswear company’s painfully slow turnaround. Nike expects a slowdown in the coming quarter compared to the current period, citing the timing of wholesale shipments in North America among other factors. Shares fell immediately after the earnings release, before eventually trading higher.


- Meta (META) is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector of competition with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud. Shares rallied on the Bloomberg News report.

Today's biggest winners and losers in the stock market.
 On this episode of Stock Movers:
 - AOL owner Bending Spoons (BSP) shares rose 14% above their initial public offering price after the company and some of its backers raised $1.68 billion. The trading gives Bending Spoons a market value of over $20 billion. That compares with a valuation of about $14.5 billion in 2025, after a funding round comprised of $270 million in primary capital and $440 million in secondary capital and a $2.8 billion debt package, according to PitchBook data.
 - Nike (NKE) executives gave a cautious outlook and warned about elevated consumer anxiety, adding to investor concerns about the sportswear company&rsquo;s painfully slow turnaround. Nike expects a slowdown in the coming quarter compared to the current period, citing the timing of wholesale shipments in North America among other factors. Shares fell immediately after the earnings release, before eventually trading higher.
 - Meta (META) is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector of competition with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud. Shares rallied on the Bloomberg News report.

AOL Owner Bending Spoons Jumps After IPO, Nike Rises, Meta Plans New Cloud Business 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a778097c-74eb-4d29-85da-b47a013b8884/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shares of Klarna (KLAR) rise after a Swedish Patent and Market court ordered Alphabet Inc.'s Google was ordered to pay almost $2 billion to Klarna Group Plc's Pricerunner unit in a dispute over the search-engine giant's abuse of power in the market for comparison shopping services.
- Shares of Meta (META) soared after Bloomberg News reported that the Facebook parent is developing plans for a cloud-infrastructure business to sell access to AI computing power and models, competing with industry leaders like Amazon Web Services and Google Cloud.
- Shares of Alcoa (AA) traded at the lowest level since mid-December after announcing plans to buy South32 aluminum assets in a cash and stock transaction for an upfront consideration of approximately $4.1 billion. The transaction is expected to close in the first half of 2027, subject to the approval of South32’s shareholders, the receipt of required regulatory approvals, and the satisfaction of certain other customary closing conditions.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Shares of Klarna (KLAR) rise after a Swedish Patent and Market court ordered Alphabet Inc.'s Google was ordered to pay almost $2 billion to Klarna Group Plc's Pricerunner unit in a dispute over the search-engine giant's abuse of power in the market for comparison shopping services. - Shares of Meta (META) soared after Bloomberg News reported that the Facebook parent is developing plans for a cloud-infrastructure business to sell access to AI computing power and models, competing with industry leaders like Amazon Web Services and Google Cloud. - Shares of Alcoa (AA) traded at the lowest level since mid-December after announcing plans to buy South32 aluminum assets in a cash and stock transaction for an upfront consideration of approximately $4.1 billion. The transaction is expected to close in the first half of 2027, subject to the approval of South32&rsquo;s shareholders, the receipt of required regulatory approvals, and the satisfaction of certain other customary closing conditions.

Klarna Rises; Meta Soars on Cloud Report; Alcoa Falls on South32 Acquistion

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/108a206e-80e7-42c9-8905-b47a00fb488b/transcript

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Shares of Salesforce (CRM) moved higher alongside fellow software companies ServiceNow (NOW) and Check Point Software Technologies (CHKP) after Guggenheim upgraded the trio from buy to neutral, saying fears that artificial intelligence poses a mortal threat to the sector are overdone. Software stocks have been broadly pressured this year, with investors fretting that offerings from AI-native companies like Anthropic PBC or OpenAI will ravage the sector’s long-term prospects. All three stocks have been among the hardest hit from the AI-induced selloff, with declines ranging from a drop of nearly 30% at Check Point to a decline of more than 40% for Salesforce, which fell for 14 straight days last month in its longest losing streak on record.
- Shares of General Mills (GIS) posted their largest intraday gain since March 2020 after posting fourth-quarter profit that beat Wall Street expectations, lifted by higher prices. The Minneapolis-based company reported adjusted earnings per share of 95 cents, topping the average of analyst estimates. The Cheerios cereal maker also posted revenue above analysts’ expectations. General Mills had been working to win over shoppers with lower prices at a time when many are feeling pinched. Last quarter, the company faced sales declines after slashing prices across much of its portfolio, but said it has since stopped lowering prices. The company is also contending with consumers increasingly opting for less-processed options over many packaged foods. General Mills said it planned to seek $3 billion in cost savings by fiscal year 2030.
- Shares of Nike (NKE) slumped Wednesday after executives gave a cautious outlook and warned about elevated consumer anxiety, adding to investor concerns about the sportswear company’s painfully slow turnaround. Nike expects a slowdown in the coming quarter compared to the current period, citing the timing of wholesale shipments in North America among other factors. Chief Executive Officer Elliott Hill has led Nike for almost two years and progress toward recapturing growth has dragged on, sparking frustration. Management faces ever-growing pressure to produce results, with the company’s stock down 36% this year through Tuesday’s close, putting the shares on track for a fifth consecutive annual decline.

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Shares of Salesforce (CRM) moved higher alongside fellow software companies ServiceNow (NOW) and Check Point Software Technologies (CHKP) after Guggenheim upgraded the trio from buy to neutral, saying fears that artificial intelligence poses a mortal threat to the sector are overdone. Software stocks have been broadly pressured this year, with investors fretting that offerings from AI-native companies like Anthropic PBC or OpenAI will ravage the sector&rsquo;s long-term prospects. All three stocks have been among the hardest hit from the AI-induced selloff, with declines ranging from a drop of nearly 30% at Check Point to a decline of more than 40% for Salesforce, which fell for 14 straight days last month in its longest losing streak on record. - Shares of General Mills (GIS) posted their largest intraday gain since March 2020 after posting fourth-quarter profit that beat Wall Street expectations, lifted by higher prices. The Minneapolis-based company reported adjusted earnings per share of 95 cents, topping the average of analyst estimates. The Cheerios cereal maker also posted revenue above analysts&rsquo; expectations. General Mills had been working to win over shoppers with lower prices at a time when many are feeling pinched. Last quarter, the company faced sales declines after slashing prices across much of its portfolio, but said it has since stopped lowering prices. The company is also contending with consumers increasingly opting for less-processed options over many packaged foods. General Mills said it planned to seek $3 billion in cost savings by fiscal year 2030. - Shares of Nike (NKE) slumped Wednesday after executives gave a cautious outlook and warned about elevated consumer anxiety, adding to investor concerns about the sportswear company&rsquo;s painfully slow turnaround. Nike expects a slowdown in the coming quarter compared to the current period, citing the timing of wholesale shipments in North America among other factors. Chief Executive Officer Elliott Hill has led Nike for almost two years and progress toward recapturing growth has dragged on, sparking frustration. Management faces ever-growing pressure to produce results, with the company&rsquo;s stock down 36% this year through Tuesday&rsquo;s close, putting the shares on track for a fifth consecutive annual decline.

Salesforce Gains on Upgrade; General Mills Beats; Nike Falls on Outlook

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/af04e8de-45ee-43c6-bdf3-b47a00eeee33/transcript

Qualcomm Challenges Nvidia, Lululemon Rises, Keurig Dr Pepper Jumps

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