On this episode of Stock Movers:
- Salesforce shares fall after the company agreed to acquire Informatica for about $8 billion. It’s one of Salesforce’s biggest acquisitions and adds to over $800 billion of North American deals so far in 2025, more than a 23% increase from a year ago. 
- Southwest Airlines shares rise after the airline said it will charge $35 for an initial checked bag and $45 for the second starting May 28. This ends one of the long-held policies that had set the carrier apart from rivals in the US industry for decades.
- Broadcom shares rise ahead of its earnings report next week. Its revenue diversity and cash flow boosts its relative value appeal versus its peers in the sector, according to Bloomberg Intelligence’s Robert Schiffman.

On this episode of Stock Movers: - Salesforce shares fall after the company agreed to acquire Informatica for about $8 billion. It&rsquo;s one of Salesforce&rsquo;s biggest acquisitions and adds to over $800 billion of North American deals so far in 2025, more than a 23% increase from a year ago. - Southwest Airlines shares rise after the airline said it will charge $35 for an initial checked bag and $45 for the second starting May 28. This ends one of the long-held policies that had set the carrier apart from rivals in the US industry for decades. - Broadcom shares rise ahead of its earnings report next week. Its revenue diversity and cash flow boosts its relative value appeal versus its peers in the sector, according to Bloomberg Intelligence&rsquo;s <a href="http://dsbeta.prod.bloomberg.com/%7BBIO%201843152%3CGO%3E%7D" data-destination="http://dsbeta.prod.bloomberg.com/%7BBIO%201843152%3CGO%3E%7D">Robert Schiffman</a>.

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

Salesforce Falls, Southwest Airlines Rises, Broadcom Up Ahead of Earnings

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9244fd0d-e2ec-4b75-9784-b2ea00edd33b/transcript

On this episode of Stock Movers:

- Meta Platforms (META) shares fall after news that Meta Platforms Inc. and EssilorLuxottica SA are discussing potentially doubling production capacity for AI-powered smart glasses by the end of this year to capture growing demand and head off rivals.

- Delta Airlines (DAL) shares fall after the company provided a profit forecast that fell short of Wall Street estimates, suggesting the major US airline is taking a more cautious view for 2026 after the aviation industry emerged from a volatile year. 

- L3Harris Technologies (LHX) shares rise after news that the US Department of Defense is set to invest in L3Harris Technologies Inc.'s missile unit with a $1 billion convertible preferred security. The investment will "significantly" increase capacity to build solid rocket motors for US missiles, according to L3Harris.

On this episode of Stock Movers:
- Meta Platforms (META) shares fall after news that Meta Platforms Inc. and EssilorLuxottica SA are discussing potentially doubling production capacity for AI-powered smart glasses by the end of this year to capture growing demand and head off rivals.
- Delta Airlines (DAL) shares fall after the company provided a profit forecast that fell short of Wall Street estimates, suggesting the major US airline is taking a more cautious view for 2026 after the aviation industry emerged from a volatile year. - L3Harris Technologies (LHX) shares rise after news that the US Department of Defense is set to invest in L3Harris Technologies Inc.'s missile unit with a $1 billion convertible preferred security. The investment will "significantly" increase capacity to build solid rocket motors for US missiles, according to L3Harris.

Meta Platforms Falls, Delta Air Lines Drops, L3Harris Technologies Rises

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5d4809cc-cc16-427e-b6e8-b3d1010bca01/transcript

On this episode of Stock Movers:

- JPMorganChase (JPM) shares are up after earnings. The firm expects to earn about $103 billion in net interest income this year, more than analysts expected, and said the US economy has remained resilient with consumers continuing to spend and businesses generally remaining healthy.

- Delta Airlines (DAL) shares fall after the company provided a profit forecast that fell short of Wall Street estimates, suggesting the major US airline is taking a more cautious view for 2026 after the aviation industry emerged from a volatile year. 

- Alphabet (GOOGL) shares rise as analysts for both Apple and Alphabet are positive on the news that Alphabet’s Google has entered multiyear deal to power the iPhone maker’s AI technology, including its Siri digital assistant.

On this episode of Stock Movers: - JPMorganChase (JPM) shares are up after earnings. The firm expects to earn about $103 billion in net interest income this year, more than analysts expected, and said the US economy has remained resilient with consumers continuing to spend and businesses generally remaining healthy. - Delta Airlines (DAL) shares fall after the company provided a profit forecast that fell short of Wall Street estimates, suggesting the major US airline is taking a more cautious view for 2026 after the aviation industry emerged from a volatile year. - Alphabet (GOOGL) shares rise as analysts for both Apple and Alphabet are positive on the news that Alphabet&rsquo;s Google has entered multiyear deal to power the iPhone maker&rsquo;s AI technology, including its Siri digital assistant.

JPMorgan Chase Up, Delta Airlines Declines, Alphabet Rises on Apple Deal

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4b12bd87-5a3c-474d-b7b8-b3d100fcb70f/transcript

On this episode of Stock Movers:
- Delta Air Lines (DAL) is ordering 30 Boeing Co. 787 Dreamliner jets in its first-ever purchase of that model, providing a boost to the US planemaker that highlights the airline’s optimism for international travel demand.The announcement came as Atlanta-based Delta reported earnings for the fourth quarter that beat analyst estimates. Revenue last year rose to a record $58.3 billion, in line with analysts’ expectations, it said on Tuesday
- L3Harris (LHX) shares gain after the contractor said the Department of Defense is set to invest in its Missile Solutions business through a $1 billion convertible preferred security, which would automatically convert into common equity upon the unit’s planned IPO.
- Travere Therapeutics (TVTX) slumps after the biotech firm said it received a request from the FDA to clarify the clinical benefit of its therapy that treats a rare kidney disease, a move that analysts said could delay the approval by the agency.

On this episode of Stock Movers: - Delta Air Lines (DAL) is ordering 30 Boeing Co. 787 Dreamliner jets in its first-ever purchase of that model, providing a boost to the US planemaker that highlights the airline&rsquo;s optimism for international travel demand.The announcement came as Atlanta-based Delta reported earnings for the fourth quarter that beat analyst estimates. Revenue last year rose to a record $58.3 billion, in line with analysts&rsquo; expectations, it said on Tuesday - L3Harris (LHX) shares gain after the contractor said the Department of Defense is set to invest in its Missile Solutions business through a $1 billion convertible preferred security, which would automatically convert into common equity upon the unit&rsquo;s planned IPO. - Travere Therapeutics (TVTX) slumps after the biotech firm said it received a request from the FDA to clarify the clinical benefit of its therapy that treats a rare kidney disease, a move that analysts said could delay the approval by the agency.

 Stock Movers: Delta, L3Harris, Travere

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/24042392-b1e2-4cbf-bad4-b3d100e92bf1/transcript

Salesforce Falls, Southwest Airlines Rises, Broadcom Up Ahead of Earnings

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