On this episode of Stock Movers:


- Tesla retail fans pushed shares as much as 12% higher today during trading. The company has long had an ardent fan base of individual investors who hang on Elon Musk’s every word on X, the social-media platform he owns. They analyze Tesla in great detail in online forums and largely function as a hype crew for the stock.

- United Airlines will begin charging customers more to access its airport lounges to help combat a rise in overcrowding since the pandemic. Individual United Club memberships will now cost $750 or 94,000 reward miles a year for MileagePlus loyalty program members, the company said in a message to customers on Monday. The company is also adding a new “All Access” membership tier priced at $1,400 or 175,000 miles that extends lounge access to certain guests traveling with a member.

- Space exploration company Intuitive Machines shares were up as much as 23%, the most intraday in two months, after management said its 4Q backlog has increased 22% year-over-year, marking the highest quarter-ending backlog in company history. During the earnings call, management said they see opportunity in the change of US administrations and the ensuing efforts to revamp government, including NASA. 

On this episode of Stock Movers:
 - Tesla retail fans pushed shares as much as 12% higher today during trading. The company has long had an ardent fan base of individual investors who hang on Elon Musk&rsquo;s every word on X, the social-media platform he owns. They analyze Tesla in great detail in online forums and largely function as a hype crew for the stock.
- United Airlines will begin charging customers more to access its airport lounges to help combat a rise in overcrowding since the pandemic. Individual United Club memberships will now cost $750 or 94,000 reward miles a year for MileagePlus loyalty program members, the company said in a message to customers on Monday. The company is also adding a new &ldquo;All Access&rdquo; membership tier priced at $1,400 or 175,000 miles that extends lounge access to certain guests traveling with a member.
- Space exploration company Intuitive Machines shares were up as much as 23%, the most intraday in two months, after management said its 4Q backlog has increased 22% year-over-year, marking the highest quarter-ending backlog in company history. During the earnings call, management said they see opportunity in the change of US administrations and the ensuing efforts to revamp government, including NASA.&nbsp;

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

Tesla Retail Fans Send Shares Higher, United Hikes Lounge Fees

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/5b85ce79-3914-4e21-bebc-b2aa0166c12d/transcript

On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:

- Moderna (MRNA) saw it shares surge over the week. On Tuesday, it closed up 17%, marking its best day since December 2022. At the week's close, Arbutus Biopharma got one of its patent revoked by the European Patent Office, which is likely to affect its case against Moderna. Pharmaceutical companies traded higher broadly through the week.

- Constellation Energy (CEG), as well as other independent power producers saw shares declined by the week's end after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. Shares of the largest independent power producers slid. Vistra Corp. declined as much at 9.5%, Talen Energy Corp. slipped as much as 11% and Constellation Energy Corp. dropped as much as 10%.

- Used-card retailer Carmax (KMX) and Carvana (CVNA) have seen a strong start to 2026 as investors buy the November dip, and tracking data shows unit sales trending higher year-over-year, according to Barclays analyst John Babcock.

On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:
- Moderna (MRNA) saw it shares surge over the week. On Tuesday, it closed up 17%, marking its best day since December 2022. At the week's close, Arbutus Biopharma got one of its patent revoked by the European Patent Office, which is likely to affect its case against Moderna. Pharmaceutical companies traded higher broadly through the week.
- Constellation Energy (CEG), as well as other independent power producers saw shares declined by the week's end after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. Shares of the largest independent power producers slid. Vistra Corp. declined as much at 9.5%, Talen Energy Corp. slipped as much as 11% and Constellation Energy Corp. dropped as much as 10%.
- Used-card retailer Carmax (KMX) and Carvana (CVNA) have seen a strong start to 2026 as investors buy the November dip, and tracking data shows unit sales trending higher year-over-year, according to Barclays analyst John Babcock.

Weekly Roundup: Moderna Rises, Constellation Energy Stumbles, Carmax Surges

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c02c9bc6-67be-4f53-a8df-b3d4017afba1/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 Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.

- Morgan Stanley laid out its bullish case for why investors should buy ASML Holding NV (ASML) shares, saying in the most optimistic scenario the stock has a 70% rally ahead as chipmakers ramp up spending to meet soaring demand for artificial intelligence. The Dutch semiconductor equipment maker is one of the bank’s top stock picks. Morgan Stanley analysts said they’re even more positive after Taiwan Semiconductor Manufacturing Co., ASML’s biggest client, showed the AI spending boom isn’t slowing down. ASML shares are up 25% so far in 2026, marking a roaring start to the year. 

- ImmunityBio (IBRX) shares advanced for a 11th straight session — a record streak after the company gave efficacy results from a clinical cancer trial. The stock is also on pace for its biggest weekly gain since October 2023 and its best month since December 2019.

- Constellation Energy (CEG) as well as other independent power producers saw shares decline after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. Shares of the largest independent power producers slid. Vistra Corp. declined as much at 9.5%, Talen Energy Corp. slipped as much as 11% and Constellation Energy Corp. dropped as much as 10%.

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 Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
- Morgan Stanley laid out its bullish case for why investors should buy ASML Holding NV (ASML) shares, saying in the most optimistic scenario the stock has a 70% rally ahead as chipmakers ramp up spending to meet soaring demand for artificial intelligence. The Dutch semiconductor equipment maker is one of the bank&rsquo;s top stock picks. Morgan Stanley analysts said they&rsquo;re even more positive after Taiwan Semiconductor Manufacturing Co., ASML&rsquo;s biggest client, showed the AI spending boom isn&rsquo;t slowing down. ASML shares are up 25% so far in 2026, marking a roaring start to the year.&nbsp;
- ImmunityBio (IBRX) shares advanced for a 11th straight session &mdash; a record streak after the company gave efficacy results from a clinical cancer trial. The stock is also on pace for its biggest weekly gain since October 2023 and its best month since December 2019.
- Constellation Energy (CEG) as well as other independent power producers saw shares decline after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. Shares of the largest independent power producers slid. Vistra Corp. declined as much at 9.5%, Talen Energy Corp. slipped as much as 11% and Constellation Energy Corp. dropped as much as 10%.

Closing Bell: ASML Surges, ImmunityBio Rallies, Constellation Energy Falls

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/42418e02-066a-4728-b4ee-b3d4016082e8/transcript

On this episode of Stock Movers:

- Constellation Energy (CEG) shares are dropping after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. The unprecedented plan has two ambitious goals: First, it aims to accelerate the construction of new power plants — specifically those capable of providing round-the-clock power like natural gas — needed to supply data centers that are crucial to the artificial intelligence boom. And second, it seeks to address growing tensions over who will bear the costs of rising electricity demand as consumers face higher utility bills. Shares of the largest independent power producers slid. Vistra Corp. declined as much at 9.5%, Talen Energy Corp. slipped as much as 11% and Constellation Energy Corp. dropped as much as 10%.

- GE Vernova (GEV) traded higher on the major energy shakeup. Jeffries analyst Julien Dumoulin-Smith sees GE Vernova as the clearest winner from these plans as PJM transmission and distribution companies will have less pressure on bills and potential regulated distribution. Shares of the company rose over 7%. 

- Freddie Mac (FMCC) and Fannie Mae (FNMA) shares are on an extended days-long losing streaks after Federal Housing Finance Agency Director Bill Pulte cheered President Trump’s decision not to sell the mortgage-finance companies during his first term. Earlier this week, shares of both mortgage-finance giants sunk to their lowest levels since late November as investors continued to assess the impact of a slew of economic proposals from President Trump that are linked to housing.

On this episode of Stock Movers:
- Constellation Energy (CEG) shares are dropping after the Trump administration and several states laid out a plan intended to compel technology companies to effectively fund the construction of new power plants as a way to tame surging consumer utility bills while aiding the development of data centers. The unprecedented plan has two ambitious goals: First, it aims to accelerate the construction of new power plants &mdash; specifically those capable of providing round-the-clock power like natural gas &mdash; needed to supply data centers that are crucial to the artificial intelligence boom. And second, it seeks to address growing tensions over who will bear the costs of rising electricity demand as consumers face higher utility bills. Shares of the largest independent power producers slid. Vistra Corp. declined as much at 9.5%, Talen Energy Corp. slipped as much as 11% and Constellation Energy Corp. dropped as much as 10%.
- GE Vernova (GEV) traded higher on the major energy shakeup. Jeffries analyst Julien Dumoulin-Smith sees GE Vernova as the clearest winner from these plans as PJM transmission and distribution companies will have less pressure on bills and potential regulated distribution. Shares of the company rose over 7%.&nbsp;
- Freddie Mac (FMCC) and Fannie Mae (FNMA) shares are on an extended days-long losing streaks after Federal Housing Finance Agency Director Bill Pulte cheered President Trump&rsquo;s decision not to sell the mortgage-finance companies during his first term. Earlier this week, shares of both mortgage-finance giants sunk to their lowest levels since late November as investors continued to assess the impact of a slew of economic proposals from President Trump that are linked to housing.

Constellation Energy Plummets, GE Vernova Rises, Fannie & Freddie Fall

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/98f7f58b-e050-4021-b68c-b3d4014e2f33/transcript

Tesla Retail Fans Send Shares Higher, United Hikes Lounge Fees

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