On this episode of Stock Movers:

-Strategy (MSTR) shares drop as MSCI Inc. is dropping the Bitcoin treasury firm from its global equity benchmarks effective Nov. 30.

-Cerebras Systems (CBRS) shares jumped by the most in five months after the company gave a sales forecast for the current quarter that exceeded analysts’ estimates, signaling that a push to challenge Nvidia Corp. in artificial intelligence chips is paying off. 

-Modine Manufacturing (MOD) shares surge. Samsung Electronics Co. is in talks to acquire Modine Manufacturing Co., a maker of cooling systems for data centers, according to people familiar with the matter.

On this episode of Stock Movers:
-Strategy (MSTR) shares drop as MSCI Inc. is dropping the Bitcoin treasury firm from its global equity benchmarks effective Nov. 30.
-Cerebras Systems (CBRS) shares jumped by the most in five months after the company gave a sales forecast for the current quarter that exceeded analysts&rsquo; estimates, signaling that a push to challenge Nvidia Corp. in artificial intelligence chips is paying off.&nbsp;
-Modine Manufacturing (MOD) shares surge. Samsung Electronics Co. is in talks to acquire Modine Manufacturing Co., a maker of cooling systems for data centers, according to people familiar with the matter.

Listen for Short 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 Short 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

Listen for short 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 short 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.

Strategy Drops, Cerebras Systems Jumps, Modine Manufacturing Surges on Samsung Talks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/70ca430b-bffc-4928-b48c-b501010acf3b/transcript

Today’s biggest winners and losers in the stock market, a look at the notable movers: 

On this episode of Stock Movers: 

- Nvidia (NVDA) stock had its worst week in more than 18 months, with its share price falling 13% over the last five trading days. The stock’s losses erased more than $570 billion in market value, a loss greater than the market value of 96% of stocks in the S&P 500. At least 13 analysts covering Nvidia have downgraded shares this month, with 15 hold ratings, as Wall Street analysts have shifted to wait-and-see mode in the wake of the scandal. 

- A global outage has hit Microsoft’s (MSFT) Outlook, Teams, and Copilot AI assistant, impacting users across more than 70 countries. The stock was down Friday, on track for its third fall of 2% or more in the past four trading days. Engineers have been working to fix the problem for more than 15 hours, with the company reporting “early stabilization” and capacity improvements in its most recent update. 

- CoreWeave (CRWV) is in talks with banks to raise at least $4 billion through an investment-grade loan to help the company borrow more cheaply to finance its artificial intelligence chip capacity. The loan will be backed by a contract with Meta Platforms Inc. and may be sold at a yield of 7% to 7.5%, which is about half the yield on where its junk bonds currently trade. The new loan will have a six-year maturity and requires the borrower to pay down at least some of the debt during that time, and will be secured by the GPUs involved in the Meta contract as well as other assets.

Today&rsquo;s biggest winners and losers in the stock market, a look at the notable movers:&nbsp;
On this episode of Stock Movers:&nbsp;
- Nvidia (NVDA) stock had its worst week in more than 18 months, with its share price falling 13% over the last five trading days. The stock&rsquo;s losses erased more than $570 billion in market value, a loss greater than the market value of 96% of stocks in the S&amp;P 500. At least 13 analysts covering Nvidia have downgraded shares this month, with 15 hold ratings, as Wall Street analysts have shifted to wait-and-see mode in the wake of the scandal.&nbsp;
- A global outage has hit Microsoft&rsquo;s (MSFT) Outlook, Teams, and Copilot AI assistant, impacting users across more than 70 countries. The stock was down Friday, on track for its third fall of 2% or more in the past four trading days. Engineers have been working to fix the problem for more than 15 hours, with the company reporting &ldquo;early stabilization&rdquo; and capacity improvements in its most recent update.&nbsp;
- CoreWeave (CRWV) is in talks with banks to raise at least $4 billion through an investment-grade loan to help the company borrow more cheaply to finance its artificial intelligence chip capacity. The loan will be backed by a contract with Meta Platforms Inc. and may be sold at a yield of 7% to 7.5%, which is about half the yield on where its junk bonds currently trade. The new loan will have a six-year maturity and requires the borrower to pay down at least some of the debt during that time, and will be secured by the GPUs involved in the Meta contract as well as other assets.

Weekly Roundup: Nvidia Plunged on Huang Ouster, Miscrosoft Declined, CoreWeave Mixed

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/669c37fc-0bd1-4c41-9c25-b5010170477e/transcript

On this episode of Stock Movers: 

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Vonnie Quinn, Bailey Lipschultz, Carol Massar and Tim Stenovec.

- Cerebras (CBRS)  shares jumped by the most in five months after the company gave a sales forecast for the current quarter that exceeded analysts’ estimates, signaling that a push to challenge Nvidia Corp. in artificial intelligence chips is paying off. 

- Nvidia (NVDA) stock notched its worst week in more than 18 months, as its share price continued to reel after Jensen Huang’s ouster from the top chipmaker. In this week’s tumble, Nvidia shares erased more than $570 billion in market value, a loss that is greater than the market value of 96% of stocks in the S&P 500.

- Shares of chip and AI-related stocks were dragged down as Nvidia's leadership turmoil ripples through the tech sector. AMD, Marvell Technologies and Broadcom all saw declines in trading on Friday. A gauge of chipmakers, the Philadelphia Semiconductor Index (SOX) also fell. 

On this episode of Stock Movers:&nbsp;
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Vonnie Quinn, Bailey Lipschultz, Carol Massar and Tim Stenovec.
- Cerebras (CBRS) &nbsp;shares jumped by the most in five months after the company gave a sales forecast for the current quarter that exceeded analysts&rsquo; estimates, signaling that a push to challenge Nvidia Corp. in artificial intelligence chips is paying off.&nbsp;
- Nvidia (NVDA) stock notched its worst week in more than 18 months, as its share price continued to reel after Jensen Huang&rsquo;s ouster from the top chipmaker. In this week&rsquo;s tumble, Nvidia shares erased more than $570 billion in market value, a loss that is greater than the market value of 96% of stocks in the S&amp;P 500.
- Shares of chip and AI-related stocks were dragged down as Nvidia's leadership turmoil ripples through the tech sector. AMD, Marvell Technologies and Broadcom all saw declines in trading on Friday. A gauge of chipmakers, the Philadelphia Semiconductor Index (SOX) also fell.&nbsp;

Closing Bell: Cerebras Soars, Nvidia Has Worst Week in 18 Months, AI-Related Stocks Slump

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f6898d4f-6cc7-4b90-8a8c-b50101672df8/transcript

Today's biggest gainers and decliners in the stock market. 

On this episode:

- Nvidia (NVDA) stock is on track to notch its worst week in more than 18 months, as its share price continues to reel after Jensen Huang’s ouster from the top chipmaker. The stock fell as much as 4.7% Friday, extending weekly losses to about 14% and putting it on track for the worst week since April 2025, when President Donald Trump unveiled a sweeping set of tariffs that roiled equities around the world.

-  Cerebras (CBRS) shares jumped by the most in five months after the company gave a sales forecast for the current quarter that exceeded analysts’ estimates, signaling that a push to challenge Nvidia Corp. in artificial intelligence chips is paying off. 

- Cisco (CSCO) shares fell after the networking gear maker reported a 21% rise in product orders in fiscal 1Q, missing expectations and marking a slowdown from the previous period. Gross margins are seen coming under pressure in the next few quarters as revenue has become more reliant on AI hyperscalers.

Today's biggest gainers and decliners in the stock market.&nbsp;
On this episode:
- Nvidia (NVDA) stock is on track to notch its worst week in more than 18 months, as its share price continues to reel after Jensen Huang&rsquo;s ouster from the top chipmaker. The stock fell as much as 4.7% Friday, extending weekly losses to about 14% and putting it on track for the worst week since April 2025, when President Donald Trump unveiled a sweeping set of tariffs that roiled equities around the world.
- &nbsp;Cerebras (CBRS) shares jumped by the most in five months after the company gave a sales forecast for the current quarter that exceeded analysts&rsquo; estimates, signaling that a push to challenge Nvidia Corp. in artificial intelligence chips is paying off.&nbsp;
- Cisco (CSCO) shares fell after the networking gear maker reported a 21% rise in product orders in fiscal 1Q, missing expectations and marking a slowdown from the previous period. Gross margins are seen coming under pressure in the next few quarters as revenue has become more reliant on AI hyperscalers.

Nvidia Eyes Worst Week Since April 2025, Cerebras Jumps, Cisco Falls

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/db3b5beb-3ca6-48dd-8970-b501014d0fc9/transcript

Strategy Drops, Cerebras Systems Jumps, Modine Manufacturing Surges on Samsung Talks

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