On this episode of Stock Movers:
- European defense stocks rise as Germany is set to approve a record €52 billion in military orders as part of the government’s push to build Europe’s strongest conventional army.
- Shares in Orsted jumped to their highest level in four months after a US federal judge ruled President Donald Trump’s executive order banning new wind projects illegal.
- HelloFresh drops as much as 11% after the German subscription meal company was downgraded to underweight from equal-weight at Morgan Stanley, with analysts saying there’s intensifying competition in the US for ready-to-eat meals and signs of further deterioration in 4Q.

On this episode of Stock Movers: - European defense stocks rise as Germany is set to approve a record &euro;52 billion in military orders as part of the government&rsquo;s push to build Europe&rsquo;s strongest conventional army. - Shares in Orsted jumped to their highest level in four months after a US federal judge ruled President Donald Trump&rsquo;s executive order banning new wind projects illegal. - HelloFresh drops as much as 11% after the German subscription meal company was downgraded to underweight from equal-weight at Morgan Stanley, with analysts saying there&rsquo;s intensifying competition in the US for ready-to-eat meals and signs of further deterioration in 4Q.

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

Rheinmetall Rises, Orsted Gains, HelloFresh Drops 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/55191527-91c1-461b-a4c1-b3ae00976cea/transcript

On this episode of Stock Movers:
- Shares of Oracle (ORCL) fell in early trading after the company reported a jump in spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want. Fiscal second-quarter cloud sales increased 34% to $7.98 billion, while revenue in the company’s closely watched infrastructure business gained 68% to $4.08 billion. Both numbers fell just short of analysts’ estimates. Known for its database software, Oracle has recently found success in the competitive cloud computing market. It’s engaging in a massive data center build-out to power AI work for OpenAI and also counts companies such as ByteDance Ltd.’s TikTok and Meta Platforms Inc. as major cloud customers.
- Shares of Eli Lilly & Co. (LLY) jumped in the premarket session after the company's next-generation obesity shot helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight loss medicine yet. The late-stage study was designed to measure weight loss and pain associated with knee osteoarthritis, a condition closely linked to obesity. Patients on the highest dose of the drug — called retatrutide — lost more than 23% of their body weight in 68 weeks, Lilly said in a statement Thursday.
- Shares of Gemini Space Station Inc. (GEMI) rallied after the company's application for a derivatives exchange was approved by the Commodity Futures Trading Commission Wednesday, in a move that will allow the company to join the fast-growing field of prediction markets. Gemini, co-founded by billionaire twin brothers Tyler and Cameron Winklevoss, will soon allow existing US customers to trade event contracts on its website and mobile app, the company said in a blog post. In a regulatory filing prior to its initial public offering, the firm included prediction markets on “economic, financial, political and sports forecasts” among the list of products it was interested in trading.

On this episode of Stock Movers: - Shares of Oracle (ORCL) fell in early trading after the company reported a jump in spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want. Fiscal second-quarter cloud sales increased 34% to $7.98 billion, while revenue in the company&rsquo;s closely watched infrastructure business gained 68% to $4.08 billion. Both numbers fell just short of analysts&rsquo; estimates. Known for its database software, Oracle has recently found success in the competitive cloud computing market. It&rsquo;s engaging in a massive data center build-out to power AI work for OpenAI and also counts companies such as ByteDance Ltd.&rsquo;s TikTok and Meta Platforms Inc. as major cloud customers. - Shares of Eli Lilly &amp; Co. (LLY) jumped in the premarket session after the company's next-generation obesity shot helped patients lose almost a quarter of their body weight, potentially making the experimental drug the most potent weight loss medicine yet. The late-stage study was designed to measure weight loss and pain associated with knee osteoarthritis, a condition closely linked to obesity. Patients on the highest dose of the drug &mdash; called retatrutide &mdash; lost more than 23% of their body weight in 68 weeks, Lilly said in a statement Thursday. - Shares of Gemini Space Station Inc. (GEMI) rallied after the company's application for a derivatives exchange was approved by the Commodity Futures Trading Commission Wednesday, in a move that will allow the company to join the fast-growing field of prediction markets. Gemini, co-founded by billionaire twin brothers Tyler and Cameron Winklevoss, will soon allow existing US customers to trade event contracts on its website and mobile app, the company said in a blog post. In a regulatory filing prior to its initial public offering, the firm included prediction markets on &ldquo;economic, financial, political and sports forecasts&rdquo; among the list of products it was interested in trading.

Oracle Falls on Disappointing Cloud Sales; Eli Lilly Jumps; Gemini Rallies

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c947713e-3420-4a06-9ab7-b3b000c63b9b/transcript

On this episode of Stock Movers:
- Schneider Electric announced a share buyback program of as much as €3.5 billion ($4.1 billion) through 2030 as it targets growing profitability over the next five years, driven by artificial intelligence and electrification.
- Entain's Chief Financial Officer and Deputy Chief Executive Officer Rob Wood is to step down in 2026 after 13 years with the London-listed gambling group.
- Wizz Air shares fall as much as 4.4%. The budget airline is cut to underperform from neutral as BofA analysts flag concerns on costs and increased competition.

On this episode of Stock Movers: - Schneider Electric announced a share buyback program of as much as &euro;3.5 billion ($4.1 billion) through 2030 as it targets growing profitability over the next five years, driven by artificial intelligence and electrification. - Entain's Chief Financial Officer and Deputy Chief Executive Officer Rob Wood is to step down in 2026 after 13 years with the London-listed gambling group. - Wizz Air shares fall as much as 4.4%. The budget airline is cut to underperform from neutral as BofA analysts flag concerns on costs and increased competition.

Schneider Electric Up, Entain Dips, Wizz Air Drops

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b212c4db-d5af-472c-b005-b3b000a79579/transcript

On this episode of Stock Movers:
- Schneider Electric announced a share buyback program of as much as €3.5 billion ($4.1 billion) through 2030 as it targets growing profitability over the next five years, driven by artificial intelligence and electrification.
- Analysts including Monique Pollard downgraded Delivery Hero to sell. The rare sell rating is based on increasing competition in Middle East and North Africa region.
- Contract that Exosens signed to supply night-vision technology to the Organization for Joint Armament Cooperation is supportive after recent selloff in defense names, Bernstein says. Exosens gains as much as 9.3% to a record high.

On this episode of Stock Movers: - Schneider Electric announced a share buyback program of as much as &euro;3.5 billion ($4.1 billion) through 2030 as it targets growing profitability over the next five years, driven by artificial intelligence and electrification. - Analysts including Monique Pollard downgraded Delivery Hero to sell. The rare sell rating is based on increasing competition in Middle East and North Africa region. - Contract that Exosens signed to supply night-vision technology to the Organization for Joint Armament Cooperation is supportive after recent selloff in defense names, Bernstein says. Exosens gains as much as 9.3% to a record high.

Schneider Electric Gains, Delivery Hero Dips, Exosens Up

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/eef5474e-aa44-4651-bbda-b3b0009ab724/transcript

Rheinmetall Rises, Orsted Gains, HelloFresh Drops

In 1 playlist(s)

Stock Movers

Social links

Follow podcast

Recent clips