Stock Movers

Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Advanced Micro Devices (AMD) gave a revenue forecast that exceeded analysts’ estimates, indicating that demand for data center processors remains strong. The company's fourth-quarter revenue will be $17 billion, plus or minus 3%, compared with an average analyst estimate of $16.3 billion. AMD's data center growth has helped offset a slump in the personal computer market, where rising memory-chip costs have slowed production and depressed user demand. AMD shares gained about 6% in late trading after the report was released.

- Duolingo (DUOL) raised its outlook after investments in customer acquisition and subscription tier changes boosted the number of daily active users. The company expects 2026 bookings of about $1.3 billion and upgraded its guidance for revenue and adjusted earnings before interest, taxes, depreciation and amortization for the year. Duolingo saw daily active user growth of 29% over the third quarter and expects a similar growth rate in the fourth quarter, according to Chief Financial Officer Gillian Munson.

- Block's (XYZ) third-quarter gross profit was up 22% to $3.2 billion, compared with the average analyst estimate of $3.1 billion. Block now expects $12.6 billion in gross profit for 2026, according to a shareholder letter by founder Jack Dorsey, up from an earlier outlook of $12.5 billion. The company's stock traded at around $76 Tuesday, after surging following a revamp announcement in February, but remaining well short of its $289 record high reached in 2021.

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Today's biggest winners and losers in the stock market.
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, Tim Stenovec, Carol Massar
- Advanced Micro Devices (AMD) is one of this year’s best-performing chip stocks, but with skepticism about artificial-intelligence spending on the rise, it could use strong results and an aggressive outlook to maintain the momentum when the firm reports earnings Tuesday afternoon. Like AMD, Intel had been a significant outperformer this year as AI spending drove demand for its central processing unit, or CPU, chips. Prior to its report, Intel was up 150% in 2026. But by the end of trading on Monday, that gain was cut to 63%.

- Fiserv (FISV) shares gain as much as 9.4% on Tuesday, its biggest intraday boost since November 2020, after the fintech solutions firm’s third-quarter adjusted earnings per share beat the average analyst estimate.

- Super Micro Computer (SMCI) forecast net sales for the second quarter; the guidance beat the average analyst estimate.

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Meta Platforms (META) is set to raise $15 billion from a US dollar bond sale, drawing solid demand after offering juicier yields to win over buyers. Investors have placed as much as $58 billion of orders on the offering, or about 3.9 times its size, according to people familiar with the matter. The transaction is the biggest portion of a cross-border fundraising effort expected to reach at least $20 billion in total, the people said. Shares gained as a result.

- Palantir Technologies (TK) issued a quarterly outlook that pointed to a potential slowdown in sales growth, with revenue expected to be $2.65 billion in the three months ended Dec. 31. The company's sales were already showing signs of slowing in some places, with US commercial bookings sinking 31% from a quarter earlier to $1.46 billion. Palantir raised its annual revenue forecast to $8.53 billion, solidly surpassing the $8.2 billion average of analysts' estimates, but the potential for a slowdown in overall sales overshadowed the otherwise positive outlook.

- Walt Disney (DIS) is planning thousands of job cuts across the company, including TV, film and parks, with some managers being asked to target 20% in annual cost savings, according to people familiar with the matter.

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On this episode of Stock Movers:

- Meta (META) shares rise. Meta Platforms Inc. is seeking to raise about $15 billion from the US dollar portion of a cross-border bond sale to fund the artificial intelligence infrastructure buildout.

- Shopify (SHOP) shares drop. Shopify Inc. shares sank after its quarterly revenue missed analysts’ expectations for the first time in four years. That’s the first revenue miss since the second quarter of 2022. Weaker-than-expected subscription solutions revenue weighed on results as merchant solutions, its largest unit, was roughly in line.

- Sysco (SYY) shares drop as much as 6.6%, most intraday since March 30, after the food/products distributor said it now expects full-year revenue growth at the low end of the its prior 6%-to-7% range, reflecting a lower inflation environment for the industry. Its call starts at 10am ET.

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On this episode of Stock Movers:

- Grab (GRAB) shares rise. Grab Holdings Ltd. raised its full-year revenue and profit forecasts after quarterly earnings beat estimates, signaling confidence that rising ride-hailing and food-delivery demand will offset regulatory hurdles.

- Palantir (PLTR) shares drop. Palantir Technologies Inc. issued a quarterly outlook that pointed to a potential slowdown in sales growth, with revenue expected to be roughly $2.65 billion in the three months ended Dec. 31.

- Shopify (SHOP) shares sank after its quarterly revenue missed analysts’ expectations for the first time in four years. That’s the first revenue miss since the second quarter of 2022. Weaker-than-expected subscription solutions revenue weighed on results as merchant solutions, its largest unit, was roughly in line. Gross merchandise volume also trailed expectations.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Shopify (SHOP) shares are plunging after its quarterly revenue missed analysts’ expectations for the first time in four years.

- Lattice Semiconductor (LSCC) shares are soaring after the chipmaker’s outlook showed strong visibility, suggesting robust growth into 2028.

- Yum Brands (YUM) shares jumped on "better-than-feared" Taco Bell 3Q sales. RBC says Taco Bell’s 3Q comparable sales drop of 4% is better than the buyside feared.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Pfizer (PFR) shares are moving after raised its full-year outlook after it outperformed in the third quarter, as growing demand for its newer medicines helped the drugmaker offset declining sales of its Covid products.
- Apple (AAPL) shares are lower after the iPhone maker’s fourth-quarter results disappointed on key metrics, including China revenue. Analysts note margin pressures and decelerating growth at the services unit.
- Palantir (PLTR) is lower after it issued a quarterly outlook that pointed to a potential slowdown in sales growth, with revenue expected to be roughly $2.65 billion in the three months ended Dec. 31.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Royal Philips NV settled a US probe over faulty sleep apnea devices, sending its shares higher on optimism that the long-running scandal is nearing an end.
- Schaeffler AG is set to close five sites in Europe, targeting another round of job cuts as the Volkswagen AG supplier shrinks high-cost operations in Germany.
- Deutsche Lufthansa AG lowered its profit outlook for the year as higher fuel costs from the Middle East conflict weigh on the German airline group.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Brookfield Asset Management and the Qatar Investment Authority have reached an agreement to invest £2.5 billion ($3.4 billion) in a data center project with UK power generator Drax Group Plc.
- Zalando shares drop as much as 5.5% after the retailer reported results for the third quarter that showed a “softer” gross margin than analysts were expecting.
- Bayer AG raised its annual profit outlook after demand for some newer drugs drove a better-than-expected performance at its pharmaceutical unit.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Samsung Electronics is down as part of a broad move, with South Korea’s Kospi Index falls as much as 3.6%, with chipmakers tracking a selloff in the US as investors evaluate the sustainability of the AI trade.
- JD.com's benefitting Hong Kong’s Hang Seng Tech Index, dominated by e-commerce platforms and internet companies, rises as funds continue to rotate into non-AI firms.
- Marico shares rise as much as 6.2%, the most since Feb. 2025, after the Indian hair and skincare company’s second quarter earnings exceeded analyst estimates.

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Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Apple (AAPL) posted decelerating sales growth in its September quarter, with China revenue missing estimates, in the first earnings report since John Ternus took over as chief executive officer.Revenue rose 12% to $114.5 billion during its fiscal fourth quarter, which ended Sept. 26, the company said in a statement Monday. Analysts had estimated $113.5 billion on average, according to data compiled by Bloomberg. Apple itself had projected revenue growth of 9% to 11%. The growth marks a slowdown from a 16% increase in the June quarter. The company didn’t update its standard iPhone in September, breaking with tradition, and supply shortages have made it difficult to deliver enough inventory. Apple is also contending with a deceleration in its services business and playing catch-up in artificial intelligence. Apple shares fell 1% in late trading after the report was released. They had climbed 24% this year through the close.

- Palantir Technologies (TK) gave a forecast for full-year revenue that beat Wall Street’s expectations, buoyed by surging demand for the company’s data analytics tools. The software developer raised its annual revenue forecast to $8.53 billion, compared with the average analyst estimate of $8.2 billion. Palantir reported revenue of $2.31 billion in the third quarter, with US commercial revenue surpassing government revenue for the first time.

- On Semiconductor (ON) reported quarterly earnings of 90 cents per share, beating the analyst estimate of 88 cents. The company announced it has entered into an agreement to acquire Ferric, Inc. for $600 million in cash, plus up to $175 million in contingent consideration. On Semiconductor stock was down 4.62% to $66.87 in Monday’s extended trading after the company posted its third-quarter fiscal 2026 results.

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On this episode of Stock Movers:

_ Marvell Technology (MRVL) agreed to buy Lumentum Holdings at an enterprise value of $115 billion in an all-stock transaction. The merger is expected to be completed in the first half of 2028 and will give Marvell shareholders 67% of the combined business. The deal sparked concerns from investors, who sent shares of both companies sliding, due to the risks of embarking on a massive AI deal at a time when the market is jittery about the industry.

- Marriott International (MAR) reported third-quarter earnings that beat expectations, as bookings surged across the company’s US hotels. The company recorded adjusted earnings per share of $3.02, according to a statement Monday. That was higher than the average analyst estimate of $2.85 in data compiled by Bloomberg.

- Rivian Automotive (RIVN) stock is climbing on Monday after UBS upgraded the stock from Neutral to Buy, following a strong third-quarter operating performance. The upgrade comes after Rivian posted third-quarter revenue of $2.155 billion, which represents a 38% increase year over year and topped the Street consensus estimate.

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On this episode of Stock Movers:

- Estee Lauder (EL) shares are mixed. Estee Lauder Cos. reported better-than-expected earnings and raised its outlook, a sign the beauty conglomerate’s turnaround effort is winning over consumers. The company said organic sales will likely grow by 4% to 5.5% in the fiscal year, and demand for fragrances led the growth, helped by the more affordable line Kilian Paris’ Cocktails Collection.

- Oracle (ORCL) shares are down. Oracle Corp. is raising $20 billion in debt and equity to finance its artificial intelligence infrastructure spending. The company is selling $10 billion of US dollar investment-grade bonds and a similar amount in common stock to help fund day-to-day operations.

- Marvell Technology (MRVL) shares drop. The company has reached a deal to buy Lumentum Holdings Inc. at an enterprise value of $115 billion. The all-stock transaction will give Marvell shareholders 67% of the combined company and is expected to close in the first half of 2028. Lumentum makes lasers and other optical technology for moving enormous amounts of data at high speeds, which underpins the AI boom.

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On this episode of Stock Movers:

- Lumentum (LITE) shares drop. Marvell Technology Inc. has reached a deal to buy Lumentum Holdings Inc. at an enterprise value of $115 billion. The all-stock transaction will give Marvell shareholders 67% of the combined company and is expected to close in the first half of 2028. Lumentum makes lasers and other optical technology for moving enormous amounts of data at high speeds, which underpins the AI boom.

- Oracle (ORCL) shares are down. Oracle Corp. is raising $20 billion in debt and equity to finance its artificial intelligence infrastructure spending. The company is selling $10 billion of US dollar investment-grade bonds and a similar amount in common stock to help fund day-to-day operations.

- Estee Lauder (EL) shares are mixed. Estee Lauder Cos. reported better-than-expected earnings and raised its outlook, a sign the beauty conglomerate’s turnaround effort is winning over consumers. The company said organic sales will likely grow by 4% to 5.5% in the fiscal year, and demand for fragrances led the growth, helped by the more affordable line Kilian Paris’ Cocktails Collection.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- EchoStar (ECHO) is gaining on news Elon Musk's SpaceX is looking to start a wireless service with Echostar.

- Lumentum (LITE) is moving on news Marvell Technology has reached a deal to buy Lumentum at an enterprise value of $115 billion. Lumentum makes lasers and other optical technology for moving enormous amounts of data at high speeds, which underpins the AI boom.

- Apple (AAPL) shares are moving ahead of its earnings report today. Apple shares have climbed 25% from a low in late June, adding roughly $1 trillion in market value, as the company’s steady revenue growth and rising free cash flow have offered a haven for investors.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- EchoStar (ECHO) is gaining on news Elon Musk's SpaceX is looking to start a wireless service with Echostar.
- Estee Lauder (EL) is moving after it reported better—than-expected earnings and raised its outlook, the latest sign the beauty conglomerate’s turnaround effort is winning over consumers.
- Innovio (IO) is soaring as much as 269% in premarket trading after the biotech got accelerated FDA approval for Voceryq, an immunotherapy to treat adults with recurrent respiratory papillomatosis.
- Alphabet (GOOG) shares are moving as Alphabet kicked off its second sale of euro bonds this year, testing investor demand after its disappointing third-quarter earnings.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Alstom shares fall as much as 31% in Paris, heading for the biggest one-day decline in more than three years, after the train maker cut its adjusted Ebit margin forecast and warned of a significant free-cash outflow. JPMorgan views Alstom’s second warning this year as a “painful but necessary clearing event.”
- BP Plc completed a deal to offload its Castrol lubricants business, giving the oil and gas major $6 billion to pay down debt as it works to repair the balance sheet.
- Ibstock warned it expects its performance in the second-half of the year to be materially below its previous expectations due to weak market conditions, prompting Peel Hunt to cut its estimates and price target on the building products maker.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Tokyo Electron shares rise as much as 4.5%, after the Japanese semiconductor equipment company reported its second quarter earnings results with analysts viewing the WFE outlook positively.
- Declines in heavyweight bank stocks like DBS Group drag Singapore’s benchmark Straits Times Index lower, making it the worst performer in Asia Monday.
- Postal Savings Bank of China shares fall as much as 3.4% in HK after its 3Q results. Analysts say its earnings growth was constrained by rising credit costs and margin pressure in 3Q, despite improved cost efficiency.

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Bloomberg’s Nathan Hager focuses on three stocks for the week ahead. They include: Apple, Palantir and Airbnb.

Nathan previews what to expect from these companies in the week ahead with Chloe Meley, Bloomberg Earnings Reporter.

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

On this episode of Stock Movers:

- Alphabet (GOOGL) shares sank this week after the Google parent’s third-quarter featured weaker-than-expected revenue for both Google advertising and search, which offset strong growth in its cloud business. Analysts said the report adds to concerns about AI disrupting search and related businesses.

- Intel (INTC) suffered its worst stock rout in more than four decades due to a PC industry slump and supply-chain snags that hurt its forecast. The company projects sales of $15 billion to $16 billion in the fourth quarter, with profit of 25 cents a share, excluding certain items, which is lower than analysts' estimates. Intel's stock fell as much as 30% in New York trading, and the company expects the PC downturn to persist through at least the first half of 2027, with a decline of 10% next year.

- Reddit (RDDT had its biggest share drop since its initial public offering after saying it is planning to limit access to its online forums. The company plans to start testing different approaches in markets outside of the US throughout the fourth quarter to get users to register for accounts and deepen engagement. Reddit’s shares fell to $95 when trading opened in New York on Friday, after the company posted a revenue outlook that fell below analysts’ estimates.

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