On this episode of Stock Movers:
- UnitedHealth Group (UNH) is surging along with homebuilders after Warren Buffett's Berkshire Hathaway Inc. bought shares of UnitedHealth Group Inc. in the second quarter, granting Berkshire a stake worth $1.6 billion. Berkshire also sold its stake in T-Mobile US Inc. and trimmed its holdings in Apple Inc. and Bank of America Corp. during the period.
- Lennar (LEN) is following UNH higher on the Berkshire bid. Health insurer UnitedHealth Group, as well as homebuilders Lennar and DR Horton rally after the latest 13F filing showed Warren Buffett’s Berkshire Hathaway bought shares in the companies during the second quarter.
- Applied Materials (AMAT) is tumbling after it gave a disappointing sales and profit forecast, renewing concerns that the US trade dispute with China is weighing on demand. CEO Gary Dickerson said the company is seeing less demand from customers in China and faces delays in approval for exporting technology to that country
- Intel (INTC) is higher on news the Trump administration is in talks with Intel Corp. to have the US government take a stake in the company, according to people familiar with the plan.

On this episode of Stock Movers: - UnitedHealth Group (UNH) is surging along with homebuilders after Warren Buffett's Berkshire Hathaway Inc. bought shares of UnitedHealth Group Inc. in the second quarter, granting Berkshire a stake worth $1.6 billion. Berkshire also sold its stake in T-Mobile US Inc. and trimmed its holdings in Apple Inc. and Bank of America Corp. during the period. - Lennar (LEN) is following UNH higher on the Berkshire bid. Health insurer UnitedHealth Group, as well as homebuilders Lennar and DR Horton rally after the latest 13F filing showed Warren Buffett&rsquo;s Berkshire Hathaway bought shares in the companies during the second quarter. - Applied Materials (AMAT) is tumbling after it gave a disappointing sales and profit forecast, renewing concerns that the US trade dispute with China is weighing on demand. CEO Gary Dickerson said the company is seeing less demand from customers in China and faces delays in approval for exporting technology to that country - Intel (INTC) is higher on news the Trump administration is in talks with Intel Corp. to have the US government take a stake in the company, according to people familiar with the plan.

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

UNH and Homebuilders Jump on Berkshire Bid; AMAT Tumbles; Intel Higher

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a36d8566-e966-4122-bcc4-b33a00b6b1f6/transcript

On this episode of Stock Movers:
OceanFirst (OCFC) falls on pact to buy Flushing in All-Stock deal. The deal includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company’s board.
Molina Healthcare (MOH) rises after Michael Burry praises the health insurer and could be a target for acquisition.
Under Armour (UAA) jumps after an amended 13G filing from Fairfax Financial Holdings shows the firm holds a 16.1% Class A equity stake, or approximately 30.45 million Class A shares.

On this episode of Stock Movers:
<ul>
<li>OceanFirst (OCFC) falls on pact to buy Flushing in All-Stock deal. The deal includes an investment agreement with PE firm Warburg Pincus, which will be represented on the company&rsquo;s board.</li>
<li>Molina Healthcare (MOH) rises after Michael Burry praises the health insurer and could be a target for acquisition.</li>
<li>Under Armour (UAA) jumps after an amended 13G filing from Fairfax Financial Holdings shows the firm holds a 16.1% Class A equity stake, or approximately 30.45 million Class A shares.</li>
</ul>

Molina, Under Armour jump; OceanFirst Falls

On this episode of Stock Movers:
- Newmont (NEM)rose 0.8%. The world's largest gold miner was gaining in connection with a rise in prices for the precious metal, following a selloff the previous day. That wasn't helping fellow miner Freeport-McMoRan, which was down 0.7%.

- Molina Healthcare Inc. (MOH) shares rise 2.7% in premarket trading on Tuesday after money manager Michael Burry highlighted the health insurer’s record of strong expense ratios and underwriting results, while praising its acquisition strategy.

- Shake Shack (SHAK) shares were removed from Raymond James’ Analyst Current Favorites list due to “softer industry trends through 4Q.” The stock is down 43% from July highs.

On this episode of Stock Movers: - Newmont (NEM)rose 0.8%. The world's largest gold miner was gaining in connection with a rise in prices for the precious metal, following a selloff the previous day. That wasn't helping fellow miner Freeport-McMoRan, which was down 0.7%. - Molina Healthcare Inc. (MOH) shares rise 2.7% in premarket trading on Tuesday after money manager Michael Burry highlighted the health insurer&rsquo;s record of strong expense ratios and underwriting results, while praising its acquisition strategy. - Shake Shack (SHAK) shares were removed from Raymond James&rsquo; Analyst Current Favorites list due to &ldquo;softer industry trends through 4Q.&rdquo; The stock is down 43% from July highs.

 Newmont Rises, Molina Healthcare Up, Shake Shack Down

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b30c20a6-6dc1-4f0e-bca1-b3c300f7a6be/transcript

On this episode of Stock Movers:

- Shares of Meta (META) fluctuated in early trading after the company agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with the matter. It marks a rare US acquisition of an Asian tech company and the latest multibillion-dollar AI bet from Meta Chief Executive Officer Mark Zuckerberg. Meta intends to continue operating and selling the Manus service while also integrating it into its products, it said in a statement. Backed by some of China’s biggest names like Tencent Holdings Ltd., ZhenFund and HSG, Manus shot to prominence early this year not long after DeepSeek’s debut.

- Shares of Tesla (TSLA) rebounded in the premarket session after the company published a compilation of analyst estimates for vehicle deliveries to its website, with averages for the current quarter more pessimistic than those gathered by Bloomberg. By Tesla’s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.


-One-month at-the-money implied volatility in EQT Corp. rose to 33.1% from 31.8%.Three-month implied volatility is in the 23rd percentile for the last 12 months. The shares were up 1.3%, within 1 standard deviation of the 20-day moving average. Combination of a large increase in implied volatility and a relatively small move in the underlying stock took place 18 times since Dec. 28, 2022. Stock rose 0.1% on average in the next trading session. The put-call volume ratio in the company's options is 5.65, compared with the average over the past year of 0.88. The three-month 90-110 skew is 1.94 (a high skew value indicates more demand for downside protection versus demand for upside participation).

On this episode of Stock Movers:
- Shares of Meta (META) fluctuated in early trading after the company agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots, in its effort to build a business around its massive AI investment. The deal values Manus at more than $2 billion, according to people familiar with the matter. It marks a rare US acquisition of an Asian tech company and the latest multibillion-dollar AI bet from Meta Chief Executive Officer Mark Zuckerberg. Meta intends to continue operating and selling the Manus service while also integrating it into its products, it said in a statement. Backed by some of China&rsquo;s biggest names like Tencent Holdings Ltd., ZhenFund and HSG, Manus shot to prominence early this year not long after DeepSeek&rsquo;s debut.
- Shares of Tesla (TSLA) rebounded in the premarket session after the company published a compilation of analyst estimates for vehicle deliveries to its website, with averages for the current quarter more pessimistic than those gathered by Bloomberg. By Tesla&rsquo;s count, analysts on average expect the company to deliver 422,850 cars in the fourth quarter, down 15% from a year earlier. That compares with a Bloomberg-compiled average of 445,061 vehicles, a 10% drop.
 -One-month at-the-money implied volatility in EQT Corp. rose to 33.1% from 31.8%.Three-month implied volatility is in the 23rd percentile for the last 12 months. The shares were up 1.3%, within 1 standard deviation of the 20-day moving average. Combination of a large increase in implied volatility and a relatively small move in the underlying stock took place 18 times since Dec. 28, 2022. Stock rose 0.1% on average in the next trading session. The put-call volume ratio in the company's options is 5.65, compared with the average over the past year of 0.88. The three-month 90-110 skew is 1.94 (a high skew value indicates more demand for downside protection versus demand for upside participation).

Meta to Acquire Startup Manus; Tesla Rebounds;  Natural Gas Rises

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/78855aba-12e0-4906-a4ac-b3c300f24ad7/transcript

UNH and Homebuilders Jump on Berkshire Bid; AMAT Tumbles; Intel Higher

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