On this episode of Stock Movers:
- Vestas Wind Systems jumped after the Danish wind developer said it is launching a new share buyback program of as much as €150 million ($172 million).
- Siemens Healthineers expects the impact from tariffs to roughly double to €400 million ($460 million) in fiscal 2026, according to Chief Financial Officer Jochen Schmitz.
- Novo Nordisk pared its forecast for a fourth time this year on lagging sales of its blockbuster drugs Wegovy and Ozempic, underscoring the urgency facing its new chief executive.

On this episode of Stock Movers: - Vestas Wind Systems jumped after the Danish wind developer said it is launching a new share buyback program of as much as &euro;150 million ($172 million). - Siemens Healthineers expects the impact from tariffs to roughly double to &euro;400 million ($460 million) in fiscal 2026, according to Chief Financial Officer Jochen Schmitz. - Novo Nordisk pared its forecast for a fourth time this year on lagging sales of its blockbuster drugs Wegovy and Ozempic, underscoring the urgency facing its new chief executive.

Listen for five-minute 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 five-minute 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

Vestas Jumps, Siemens Healthineers Dips, Novo Nordisk Up

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/89784b9f-b5dd-44e7-a0c7-b38c00977a0b/transcript

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

- Shares of Skyworks (SWKS) surged after CEO Philip Brace updated investors about the status of a key merger. The stock gained 26%, the best five-day session streak since a stretch in February 2009.

- Lululemon's (LULU) turnaround won't be a quick or easy fix as the company cedes market share to rivals and suffers deepening sales declines, according to BMO Capital Markets. BMO initiated coverage of the stock with an underperform rating and a $70 price target, assuming a roughly 29% decline from where the shares closed on Friday. Analysts say the company's "irrelevance with the consumer is showing up in the numbers" and that Lululemon will need to cut prices or liquidate merchandise to reinvigorate demand, which will also pressure margins. During trading on Friday, share rose to just under $100 per share at the close in New York. While the average price target of about $100 is near where shares traded at Friday’s close, the stock has slumped 52% this year and is down more than 80% from a December 2023 record.

- Cooper (COO) led the decliners in health care and lowered its full-year-outlook. On Thursday, it saw its shares tumble as much as 20%, the most intraday since 2008.

On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:
- Shares of Skyworks (SWKS) surged after CEO Philip Brace updated investors about the status of a key merger. The stock gained 26%, the best five-day session streak since a stretch in February 2009.
- Lululemon's (LULU) turnaround won't be a quick or easy fix as the company cedes market share to rivals and suffers deepening sales declines, according to BMO Capital Markets. BMO initiated coverage of the stock with an underperform rating and a $70 price target, assuming a roughly 29% decline from where the shares closed on Friday. Analysts say the company's "irrelevance with the consumer is showing up in the numbers" and that Lululemon will need to cut prices or liquidate merchandise to reinvigorate demand, which will also pressure margins. During trading on Friday, share rose to just under $100 per share at the close in New York. While the average price target of about $100 is near where shares traded at Friday&rsquo;s close, the stock has slumped 52% this year and is down more than 80% from a December 2023 record.
- Cooper (COO) led the decliners in health care and lowered its full-year-outlook. On Thursday, it saw its shares tumble as much as 20%, the most intraday since 2008.

Weekly Roundup: Skyworks Surges, Lululemon Falls, Cooper Drops

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/516de8b2-4161-4ad3-91b3-b4c20177dc3d/transcript

Today's biggest winners and losers in the stock market, a look at the notable movers:

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, Carol Massar and Tim Stenovec. 

- HP Enterprise (HPE) shares rallied on Friday, with the company on track for a record close as it extends recent strength. Shares have risen more than 150% this year, supported by strong AI-related demand for its servers.

- Dell's (DELL) shares jumped as much as 12%, hitting a record high after RBC Capital Markets started coverage on the company with an outperform rating and $640 price target, with the firm citing strong AI infrastructure demand. 

- Oracle (ORCL) delivered quarterly cloud computing revenue that exceeded Wall Street’s expectations, though the company’s gross margins narrowed. The company saw its shares rally in extended trading immediately after earnings on Thursday. On Friday, shares were higher early before turning lower.

Today's biggest winners and losers in the stock market, a look at the notable movers:
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, Carol Massar and Tim Stenovec.&nbsp;
- HP Enterprise (HPE) shares rallied on Friday, with the company on track for a record close as it extends recent strength. Shares have risen more than 150% this year, supported by strong AI-related demand for its servers.
- Dell's (DELL) shares jumped as much as 12%, hitting a record high after RBC Capital Markets started coverage on the company with an outperform rating and $640 price target, with the firm citing strong AI infrastructure demand.&nbsp;
- Oracle (ORCL) delivered quarterly cloud computing revenue that exceeded Wall Street&rsquo;s expectations, though the company&rsquo;s gross margins narrowed. The company saw its shares rally in extended trading immediately after earnings on Thursday. On Friday, shares were higher early before turning lower.

Closing Bell: HPE Rallies, Dell Gains, Oracle Slips 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/120ac223-9b6a-47a8-9f61-b4c2015881c5/transcript

On this episode of Stock Movers:

- Oracle (ORCL) delivered quarterly cloud computing revenue that exceeded Wall Street’s expectations, though the company’s gross margins narrowed. Sales in the cloud infrastructure business jumped to $7.4 billion, above analysts’ estimates of $7.19 billion on average, and the company added 850 megawatts of data center capacity in the quarter. Oracle reported $28.5 billion in capital expenditures and booked more than $30 billion of additional AI cloud contracts during the quarter, raising its remaining performance obligations to $664 billion. Shares of Oracle surged in trading earlier in the day today, before giving back some of those gains. 

- Microsoft (MSFT) plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. The company's data center capacity will have more than 38 gigawatts of capacity in 2032, up from about 12 gigawatts now, according to people familiar with the plans. A shortage of computing power has been the company's biggest impediment, prompting some customers to take new business elsewhere and frustrating Microsoft salespeople eager to sell cloud and artificial intelligence services. Shares of Microsoft rallied in trading on Friday.

- Adobe (ADBE) gave an outlook for sales that narrowly missed analysts’ estimates when it released earnings on Thursday, adding fuel to concerns that artificial intelligence upstarts are hurting the software maker’s business. Shares of Adobe fell in extended trading after earnings and have been mixed today.

On this episode of Stock Movers:
- Oracle (ORCL) delivered quarterly cloud computing revenue that exceeded Wall Street&rsquo;s expectations, though the company&rsquo;s gross margins narrowed. Sales in the cloud infrastructure business jumped to $7.4 billion, above analysts&rsquo; estimates of $7.19 billion on average, and the company added 850 megawatts of data center capacity in the quarter. Oracle reported $28.5 billion in capital expenditures and booked more than $30 billion of additional AI cloud contracts during the quarter, raising its remaining performance obligations to $664 billion. Shares of Oracle surged in trading earlier in the day today, before giving back some of those gains.&nbsp;
- Microsoft (MSFT) plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. The company's data center capacity will have more than 38 gigawatts of capacity in 2032, up from about 12 gigawatts now, according to people familiar with the plans. A shortage of computing power has been the company's biggest impediment, prompting some customers to take new business elsewhere and frustrating Microsoft salespeople eager to sell cloud and artificial intelligence services. Shares of Microsoft rallied in trading on Friday.
- Adobe (ADBE) gave an outlook for sales that narrowly missed analysts&rsquo; estimates when it released earnings on Thursday, adding fuel to concerns that artificial intelligence upstarts are hurting the software maker&rsquo;s business. Shares of Adobe fell in extended trading after earnings and have been mixed today.

Oracle After Earnings, Microsoft Rallies, Adobe Disappoints 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f199c367-fbfd-4e17-8aa2-b4c20145ada7/transcript

Vestas Jumps, Siemens Healthineers Dips, Novo Nordisk Up

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