On this episode of Stock Movers:

- Vertiv Holdings (VRT) shares surge. The maker of power and cooling equipment raised its full-year adjusted earnings per share outlook to above consensus estimates. CEO Giordano Albertazzi said in a statement that organic order growth was more than 100% as its role in the data center boom “keeps expanding.” 

- NXP Semiconductors (NXPI) shares slide. The chipmaker forecast revenue growth that raised concerns a recovery in demand from the auto industry is stalling. Fourth-quarter sales are set to rise about 15% to roughly $3.85 billion, which compares with an average analyst estimate of $3.87 billion. The company's results were described as "just OK" by analyst Joshua Buchalter, who said NXP may not be benefiting from increasing demand from carmakers in the same way that peers have shown.

- Enphase Energy (ENPH) shares fell as much as 20%, the most since June 2025, after fourth-quarter guidance from the solar energy equipment manufacturer missed the average analyst estimate. Analysts note that recovery now looks delayed into 2027 and that the macro environment is weakening across all geographies.

On this episode of Stock Movers:
- Vertiv Holdings (VRT) shares surge. The maker of power and cooling equipment raised its full-year adjusted earnings per share outlook to above consensus estimates. CEO Giordano Albertazzi said in a statement that organic order growth was more than 100% as its role in the data center boom &ldquo;keeps expanding.&rdquo;&nbsp;
- NXP Semiconductors (NXPI) shares slide. The chipmaker forecast revenue growth that raised concerns a recovery in demand from the auto industry is stalling. Fourth-quarter sales are set to rise about 15% to roughly $3.85 billion, which compares with an average analyst estimate of $3.87 billion. The company's results were described as "just OK" by analyst Joshua Buchalter, who said NXP may not be benefiting from increasing demand from carmakers in the same way that peers have shown.
- Enphase Energy (ENPH) shares fell as much as 20%, the most since June 2025, after fourth-quarter guidance from the solar energy equipment manufacturer missed the average analyst estimate. Analysts note that recovery now looks delayed into 2027 and that the macro environment is weakening across all geographies.

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.

Vertiv Holdings Surges, NXP Semiconductors Slides, Enphase Energy Sinks as Recovery Seen Delayed to 2027

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e366200d-ea90-4921-ac56-b4f100ebdef7/transcript