On this episode of Stock Movers:
- Richemont sales jumped to a record in the final months of last year as holiday shoppers splurged on its watches and Cartier jewelry, led by demand in the US and the Middle East. It's shares rose 2.6% on the news.
- ASML shares soared to a record high, sending its market value beyond $500 billion, after Asian peer Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026. The Dutch semiconductor equipment maker rose as much as 7.6%, extending its year-to-date gain to 25%.
- Swedbank rose 6%. Trading volume was 106 times the average for this time of day.

On this episode of Stock Movers: - Richemont&nbsp;sales jumped to a record in the final months of last year as holiday shoppers splurged on its watches and Cartier jewelry, led by demand in the US and the Middle East. It's shares rose 2.6% on the news. - ASML shares soared to a record high, sending its market value beyond $500 billion, after Asian peer Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026. The Dutch semiconductor equipment maker rose as much as 7.6%, extending its year-to-date gain to 25%. - Swedbank rose 6%. Trading volume was 106 times the average for this time of day.

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

Richemont Rises, ASML Soars, Swedbank Up 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/19271769-1f5b-4b33-9359-b3d300954ea4/transcript

On this episode of Stock Movers:
- BlackRock (BLK) shares are up after the asset manager reported adjusted EPS and net inflows that came in above the average analyst estimates. 
- Taiwan Semiconductor Manufacturing Company (TSMC) is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom.Asia’s most valuable company expects expenditures of $52 billion to $56 billion this year, up at least a quarter from 2025. It also foresees revenue growth of close to 30% in 2026, faster than the average analyst estimate. Shares in key supplier ASML Holding NV rose 7.6% to a record in Europe, sending its market value beyond $500 billion.
- Spotify Technology (SPOT) is raising the price of its premium subscription service by 8% in an effort to achieve sustained profitability. The Swedish audio giant said Thursday prices will increase in the US, its largest market, to $13 a month from $12 a month, and will also go up in Estonia and Latvia. The company had already raised fees in some other countries last year, though it hadn’t bumped up US consumers since 2024.

On this episode of Stock Movers: - BlackRock (BLK) shares are up after the asset manager reported adjusted EPS and net inflows that came in above the average analyst estimates. - Taiwan Semiconductor Manufacturing Company (TSMC) is earmarking as much as $56 billion in capital spending for 2026, a stronger-than-anticipated projection that signals its confidence in the longevity of the global AI boom.Asia&rsquo;s most valuable company expects expenditures of $52 billion to $56 billion this year, up at least a quarter from 2025. It also foresees revenue growth of close to 30% in 2026, faster than the average analyst estimate. Shares in key supplier ASML Holding NV rose 7.6% to a record in Europe, sending its market value beyond $500 billion. - Spotify Technology (SPOT) is raising the price of its premium subscription service by 8% in an effort to achieve sustained profitability. The Swedish audio giant said Thursday prices will increase in the US, its largest market, to $13 a month from $12 a month, and will also go up in Estonia and Latvia. The company had already raised fees in some other countries last year, though it hadn&rsquo;t bumped up US consumers since 2024.

Blackrock Beats Estimates; TSMC's Strong Outlook; Spotify Raises Premium Subscription Price

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/6a288395-2e5b-4977-9710-b3d300c656ce/transcript

On this episode of Stock Movers:
- Schroders shares gain as much as 7.8%, hitting their highest level since August 2023, after the asset management group said annual adjusted operating profit will come in ahead of expectations. Citi said the beat is strong and should reassure investors.
- ASML shares soared to a record high, sending its market value beyond $500 billion, after Asian peer Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026. The Dutch semiconductor equipment maker rose as much as 7.6%, extending its year-to-date gain to 25%.
- Wizz Air’s chief executive officer raised the budget carrier’s growth projection for this fiscal year after cutting it two months ago, saying the company is adding Airbus jets and returning grounded planes to the skies. Shares rose as much as 3.4% in Thursday morning trading in London after four days of declines.

On this episode of Stock Movers: - Schroders&nbsp;shares gain as much as 7.8%, hitting their highest level since August 2023, after the asset management group said annual adjusted operating profit will come in ahead of expectations. Citi said the beat is strong and should reassure investors. - ASML shares soared to a record high, sending its market value beyond $500 billion, after Asian peer Taiwan Semiconductor Manufacturing Co. gave a stronger-than-anticipated outlook for 2026. The Dutch semiconductor equipment maker rose as much as 7.6%, extending its year-to-date gain to 25%. - Wizz Air&rsquo;s chief executive officer raised the budget carrier&rsquo;s growth projection for this fiscal year after cutting it two months ago, saying the company is adding&nbsp;Airbus jets and returning grounded planes to the skies. Shares rose as much as 3.4% in Thursday morning trading in London after four days of declines.

Schroders Climbs, ASML Leaps, Wizz Air Up

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3c8cf3cf-b464-4653-9b19-b3d300a693c8/transcript

On this episode of Stock Movers:

- Bank of America (BAC)’s equity traders posted their best fourth quarter ever as the company reaped the benefits of volatile markets and net interest income topped analysts’ estimates. Revenue from equity trading rose 23% to $2.02 billion in the final three months of the year, according to a statement Wednesday. Analysts had been expecting equity-markets revenue of close to $1.9 billion. That helped give Bank of America earnings of 98 cents a share, topping analysts’ estimates. Still, shares declined amid concerns about expenses. Shares of Charlotte, North Carolina-based Bank of America dropped on Wednesday to its biggest decline on an earnings day since 2020. They’ve gained 15% in the past 12 months, less than the 19% increase in the S&P 500.

- Citigroup (C) Chief Financial Officer Mark Mason said the lender wants to cooperate with President Donald Trump’s affordability push but doesn’t support his proposed cap on credit card fees. Banking industry groups have said that a 10% limit on rates threatens to cut credit availability to certain customers, especially those with subprime credit scores. Shares of the big bank fell during trading today.

- Royal Caribbean (RCL) shares fell as much as 4.7% on Wednesday after Citi analyst James Hardiman issued a downside 30-day short-term view on the cruise operator ahead of its quarterly report expected towards the end of the month.

On this episode of Stock Movers: - Bank of America (BAC)&rsquo;s equity traders posted their best fourth quarter ever as the company reaped the benefits of volatile markets and net interest income topped analysts&rsquo; estimates. Revenue from equity trading rose 23% to $2.02 billion in the final three months of the year, according to a statement Wednesday. Analysts had been expecting equity-markets revenue of close to $1.9 billion. That helped give Bank of America earnings of 98 cents a share, topping analysts&rsquo; estimates. Still, shares declined amid concerns about expenses. Shares of Charlotte, North Carolina-based Bank of America dropped on Wednesday to its biggest decline on an earnings day since 2020. They&rsquo;ve gained 15% in the past 12 months, less than the 19% increase in the S&amp;P 500. - Citigroup (C) Chief Financial Officer Mark Mason said the lender wants to cooperate with President Donald Trump&rsquo;s affordability push but doesn&rsquo;t support his proposed cap on credit card fees. Banking industry groups have said that a 10% limit on rates threatens to cut credit availability to certain customers, especially those with subprime credit scores. Shares of the big bank fell during trading today. - Royal Caribbean (RCL) shares fell as much as 4.7% on Wednesday after Citi analyst James Hardiman issued a downside 30-day short-term view on the cruise operator ahead of its quarterly report expected towards the end of the month.

Bank of America Slides, Citigroup Falls, Royal Caribbean Falls

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/aa9f1cad-5d77-4fcc-99d2-b3d2016c2d42/transcript

Richemont Rises, ASML Soars, Swedbank Up

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