On this episode of Stock Movers:
- Ubisoft shares sink as much as 23% after the video-game maker gave disappointing guidance that called for negative free cash flow, with a return to profitability seen as at least another year away. 
- Siemens's shares fell after orders for its electrification products declined from elevated levels, signaling a slowdown in demand driven by the boom in data centers.
- Terminal users are searching for news about JD Sports after it was reported Dick’s Sporting Goods is in advanced talks to buy Foot Locker, whose stock had dropped 41% this year amid the back-and-forth over tariffs.

On this episode of Stock Movers: - Ubisoft shares sink as much as 23% after the video-game maker gave disappointing guidance that called for negative free cash flow, with a return to profitability seen as at least another year away. - Siemens's shares fell after orders for its electrification products declined from elevated levels, signaling a slowdown in demand driven by the boom in data centers. - Terminal users are searching for news about JD Sports after it was reported Dick&rsquo;s Sporting Goods is in advanced talks to buy Foot Locker, whose stock had dropped 41% this year amid the back-and-forth over tariffs.

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

Ubisoft Down More Than 20%,, Siemens Down, JD Sports Up

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1d64dc29-6e55-41a0-ab8b-b2de00881652/transcript

On this episode of Stock Movers:
- US defense stocks rally premarket after President Trump said he wants to increase the country’s military budget by about 50% to $1.5 trillion in 2027. The President also issued an executive order aimed at limiting executive compensation and stopping buybacks and dividends for companies unless they invest in speeding weapons development. Bernstein says questions abound regarding each of the president’s actions, but that it’s clear both military spending and scrutiny over its recipients will grow. 
- President Trump wrote that he is immediately taking steps to “ban large institutional investors from buying more single-family homes” in an effort to foster housing affordability. Housing related stocks were especially hard hit. Blackstone, the private equity firm that is a major investor in residential real estate, lost 5.6%. Home rental company American Homes 4 Rent fell 4.3%, while Invitation Homes Inc. sank 6%.
- Constellation Brands (STZ) shares are up after the maker of Modelo Especial and Corona reported comparable EPS and net sales for the third quarter that beat consensus and reaffirmed its full-year forecast.

On this episode of Stock Movers: - US defense stocks rally premarket after President Trump said he wants to increase the country&rsquo;s military budget by about 50% to $1.5 trillion in 2027. The President also issued an executive order aimed at limiting executive compensation and stopping buybacks and dividends for companies unless they invest in speeding weapons development. Bernstein says questions abound regarding each of the president&rsquo;s actions, but that it&rsquo;s clear both military spending and scrutiny over its recipients will grow. - President Trump wrote that he is immediately taking steps to &ldquo;ban large institutional investors from buying more single-family homes&rdquo; in an effort to foster housing affordability. Housing related stocks were especially hard hit. Blackstone, the private equity firm that is a major investor in residential real estate, lost 5.6%. Home rental company American Homes 4 Rent fell 4.3%, while Invitation Homes Inc. sank 6%. - Constellation Brands (STZ) shares are up after the maker of Modelo Especial and Corona reported comparable EPS and net sales for the third quarter that beat consensus and reaffirmed its full-year forecast.

Defense Stocks Surge; Housing Related Stocks Drop; Constellation Brands Gains on 3Q Beat,

On this episode of Stock Movers:
- US defense stocks advance in premarket trading on Thursday after President Donald Trump said he wants to increase the country’s military budget by about 50% to $1.5 trillion in 2027. 
- China plans to approve some imports of Nvidia's (NVDA) H200 chips as soon as this quarter, according to people familiar with the situation, giving the company renewed access to a critical market. Chinese officials are preparing to allow local companies to buy the component from Nvidia for select commercial use, said the people, who asked not to be identified because the deliberations are private.
- Constellation Brands shares are up after the maker of Modelo Especial and Corona reported comparable EPS and net sales for the third quarter that beat consensus and reaffirmed its full-year forecast.

On this episode of Stock Movers: - US defense stocks advance in premarket trading on Thursday after President Donald Trump said he wants to increase the country&rsquo;s military budget by about 50% to $1.5 trillion in 2027. - China plans to approve some imports of Nvidia's (NVDA) H200 chips as soon as this quarter, according to people familiar with the situation, giving the company renewed access to a critical market. Chinese officials are preparing to allow local companies to buy the component from Nvidia for select commercial use, said the people, who asked not to be identified because the deliberations are private. - Constellation Brands shares are up after the maker of Modelo Especial and Corona reported comparable EPS and net sales for the third quarter that beat consensus and reaffirmed its full-year forecast.

Defense Stocks Advance ; Nvidia Chips to China; Constellation Brands Gains on 3Q Beat

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0d6eee90-fc2b-4237-a294-b3cc00c691d3/transcript

On this episode of Stock Movers:
- BAE Systems rises as much as 6.9%, leading a broad rally in defense shares after President Donald Trump said on Wednesday he will request an increase in the US military budget.
- Adecco shares fall 7.1% after Jefferies downgrade 
- Associated British Foods shares drop as much as 12% to a nine-month low after the group warned its profit will be lower than expected this fiscal year due to weaker Primark sales and a mixed performance in its food business.

On this episode of Stock Movers: - BAE Systems rises as much as 6.9%, leading a broad rally in defense shares after President&nbsp;Donald Trump&nbsp;said on Wednesday he will request an increase in the US military budget. - Adecco shares fall 7.1% after Jefferies downgrade - Associated British Foods shares drop as much as 12% to a nine-month low after the group warned its profit&nbsp;will be lower&nbsp;than expected this fiscal year due to weaker Primark sales and a mixed performance in its food business.

BAE Systems Rises, Adecco Drops, AB Foods Declines

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8af360b0-fe22-449f-88b9-b3cc0096d888/transcript

Ubisoft Down More Than 20%,, Siemens Down, JD Sports Up

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