On this episode of Stock Movers:
- Replimune (REPL) shares soared after the company said US regulators would reconsider its skin cancer treatment after two prior rejections. The FDA will treat the review of Replimune's application "as an urgent matter" after the company said it has "aligned on a path forward" with the agency.
- Dell (DELL) shares surged after the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work. Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts’ average estimate of $142.1 billion.
- AST Spacemobile (ASTS) shares fall as much as 19%, the most intraday since November 2024, as Deutsche Bank analyst Bryan Kraft cut his recommendation on the stock to hold from buy, citing the New Glenn rocket explosion at Cape Canaveral on Thursday.

On this episode of Stock Movers: - Replimune (REPL) shares soared after the company said US regulators would reconsider its skin cancer treatment after two prior rejections. The FDA will treat the review of Replimune's application "as an urgent matter" after the company said it has "aligned on a path forward" with the agency. - Dell (DELL) shares surged after the company gave an outlook for annual sales that far surpassed analysts&rsquo; estimates, fueled by demand for servers that power artificial intelligence work. Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts&rsquo; average estimate of $142.1 billion. - AST Spacemobile (ASTS) shares fall as much as 19%, the most intraday since November 2024, as Deutsche Bank analyst Bryan Kraft cut his recommendation on the stock to hold from buy, citing the New Glenn rocket explosion at Cape Canaveral on Thursday.

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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

Replimune Soars, Dell Surges, AST Spacemobile Sinks as Deutsche Bank Cuts on Rocket Explosion

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7c2e40cb-fbb2-4f82-8940-b45900ef4cf7/transcript