On this episode of Stock Movers:
- UnitedHealth shares sink after a report that the insurer was under criminal investigation for possible Medicare fraud.On Tuesday, it sank more than 17% Tuesday when the company abruptly replaced its chief executive officer and suspended 2025 guidance.
- Cisco shares rise after the company gave a revenue forecast for the quarter that looks solid and slightly exceeded analyst estimates.It got a boost from corporations and cloud computing providers expanding their networks in part to handle a surge in artificial intelligence software.

- Walmart shares fall after the company reported another quarter of solid sales and earnings growth, but cautioned on tariffs and increasing economic turbulence, and that it expects to raise prices.

On this episode of Stock Movers: - UnitedHealth shares sink after a report that the insurer was under criminal investigation for possible Medicare fraud.On Tuesday, it sank more than 17% Tuesday when the company abruptly replaced its chief executive officer and suspended 2025 guidance. - Cisco shares rise after the company gave a revenue forecast for the quarter that looks solid and slightly exceeded analyst estimates.It got a boost from corporations and cloud computing providers expanding their networks in part to handle a surge in artificial intelligence software. - Walmart shares fall after the company reported another quarter of solid sales and earnings growth, but cautioned on tariffs and increasing economic turbulence, and that it expects to raise prices.

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

UnitedHealth Sinks, Cisco Rises, Walmart Falls on Tariff Caution

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/20a6d798-03e0-4ed8-8389-b2de00ede2f7/transcript

On this episode of Stock Movers:
- Wells Fargo (WFC) missed analysts’ profit estimates as severance costs drove up expenses and net interest income fell short. The bank spent $612 million on severance as part of a plan designed to cut costs. Expenses climbed to $13.7 billion, compared with the $13.6 billion predicted by analysts in a Bloomberg survey, according to a statement Wednesday.
- Bank of America (BAC) reported net interest income for the fourth quarter that beat the average analyst estimate.
- Netflix (NFLX) is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company’s studios and streaming businesses, people familiar with the discussions said.The changes are designed to expedite a sale that will take months to close and has faced opposition both from politicians and rival bidder Paramount Skydance Corp. Institutional investors have been divided in their support.

On this episode of Stock Movers: - Wells Fargo (WFC) missed analysts&rsquo; profit estimates as severance costs drove up expenses and net interest income fell short. The bank spent $612 million on severance as part of a plan designed to cut costs. Expenses climbed to $13.7 billion, compared with the $13.6 billion predicted by analysts in a Bloomberg survey, according to a statement Wednesday. - Bank of America (BAC) reported net interest income for the fourth quarter that beat the average analyst estimate. - Netflix (NFLX) is working on revised terms for its Warner Bros. Discovery Inc. acquisition and has discussed making an all-cash offer for the company&rsquo;s studios and streaming businesses, people familiar with the discussions said.The changes are designed to expedite a sale that will take months to close and has faced opposition both from politicians and rival bidder Paramount Skydance Corp. Institutional investors have been divided in their support.

Wells Fargo Profit Misses Estimates; Bank Of America Beats; Netflix Revises Terms for Warner Brothers

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/2c9ed2c8-26c1-4d80-9da6-b3d200c75881/transcript

On this episode of Stock Movers:
- BP said it expects to take as much as $5 billion in writedowns for the fourth quarter, just weeks after replacing its chief executive officer as it strives to turn around its fortunes.
- Hays drops as much as 1.5% to the lowest since 1993 after delivering a sharper drop in like-for-like growth than expected during the latest quarter as the tough environment for recruiters continues. 
- EssilorLuxottica shares gain as much as 2.9% after HSBC raised its recommendation to buy from hold due to growth in smart glasses.

On this episode of Stock Movers: - BP said it expects to take as much as $5 billion in writedowns for the fourth quarter, just weeks after replacing its chief executive officer as it strives to turn around its fortunes. - Hays drops as much as 1.5% to the lowest since 1993 after delivering a sharper drop in like-for-like growth than expected during the latest quarter as the tough environment for recruiters continues. - EssilorLuxottica shares gain as much as 2.9% after HSBC raised its recommendation to buy from hold due to growth in smart glasses.

BP Writedowns, Hays Drop, EssilorLuxottica Gain

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/393d7a0b-9491-4fcf-9fb6-b3d200a5c15f/transcript

On this episode of Stock Movers:
- BP said it expects to take as much as $5 billion in writedowns for the fourth quarter, just weeks after replacing its chief executive officer as it strives to turn around its fortunes.
- Goldman favors asset-light exposure in global logistics with analyst Patrick Creuset cutting hit recommendation on Maersk to sell.
- Vistry sold 9% fewer homes in 2025 after uncertainty driven by the UK budget created a “subdued market” in the second half of the year.

On this episode of Stock Movers: - BP said it expects to take as much as $5 billion in writedowns for the fourth quarter, just weeks after replacing its chief executive officer as it strives to turn around its fortunes. - Goldman favors asset-light exposure in global logistics with analyst Patrick Creuset cutting hit recommendation on Maersk to sell. - Vistry sold 9% fewer homes in 2025 after uncertainty driven by the UK budget created a &ldquo;subdued market&rdquo; in the second half of the year.

BP Writedowns, Maersk Cut, Vistry 'Subdued'

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f017020b-e61e-4c79-b280-b3d20095466b/transcript

UnitedHealth Sinks, Cisco Rises, Walmart Falls on Tariff Caution

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