Stock Movers

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

- Humana (HUM) shares surged as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. The company’s largest Medicare Advantage contract with more than 2 million members improved its rating above the threshold to earn bonus payments, according to data released from the Centers for Medicare and Medicaid Services. The quality measures, called Star ratings, can translate to bonuses worth billions of dollars for companies if their plans have four or more stars.

- Telecom stocks were seeing their worst daily drops in over a decade, with Verizon and other telecommunications stocks dropping on Friday. SpaceX's announcement that it was buying low-band spectrum has driven the drops, as the company plans to use the spectrum to "pave the way for Starlink Mobile to become a major mobile carrier in the U.S." Shares of Verizon, AT&T, and T-Mobile were down.

- Apple (AAPL) shares are down 1.83%% on Friday, after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.

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On this episode of Stock Movers:

-Tesla (TSLA) shares gain. Tesla Inc. is backing away from its Full Self-Driving branding to help secure approval for the driver-assistance system in Europe. The automaker has begun using the name “Tesla Assisted Driving” on its European websites, while the US version of the site continues to use “Full Self-Driving (Supervised)” Tesla’s driver-assistance branding has been a point of contention with regulators, safety advocates and some customers, who say the name gives the impression of full autonomy.

-Apple (APPL) shares drop after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.

-Netflix (NFLX) shares drop. Netflix is planning a major round of layoffs coming as soon as next week would cut about 5% of its headcount, according to a new report. The streaming giant plans a significant restructuring that “will impact” about 5% of staffers and “could be announced as early as next week,” according to a report by Puck News citing anonymous sources.

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On this episode of Stock Movers:

-Humana (HUM) shares surge. The company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. The company’s largest Medicare Advantage contract with more than 2 million members improved its rating above the threshold to earn bonus payments, according to data released from the Centers for Medicare and Medicaid Services.

-Lumentum (LITE) shares are up. Lumentum Holdings Inc.’s optical components are “completely sold out” through early 2029 on demand from tech companies clamoring for faster AI data centers, according to its chief executive officer.

-T-Mobile (TMUS) shares drop. This comes with news that Space Exploration Technologies, or SpaceX, plans to buy significant wireless spectrum, bolstering its Starlink service.

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

On this episode of Stock Movers:

- Delta (DAL) shares are sliding after the company reduced its full-year earnings outlook due to high jet fuel prices stemming from the war in the Middle East.

- Humana (HUM) is surging as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. Shares of CVS meanwhile fell as ratings for some of its largest plans deteriorated, while UnitedHealth shares were little changed in premarket trading.

- Apple (AAPL) shares are slipping after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Delta (DAL) shares are sliding after the company reduced its full-year earnings outlook due to high jet fuel prices stemming from the war in the Middle East.
- SpaceX (SPCX) shares are moving after the company announced an agreement to acquire a nationwide low-band spectrum license portfolio, the company says in a post on X. The license portfolio will be up to 14 megahertz of paired spectrum in the 800 MHz band.
- Apple (AAPL) shares are slipping after a report that the company cut component orders for the iPhone 18 Pro and iPhone 18 Pro Max following weaker-than-expected demand.
- Humana (HUM) is surging as the company improved its performance on crucial Medicare Advantage quality ratings that will boost future revenue. Shares of CVS meanwhile fell as ratings for some of its largest plans deteriorated, while UnitedHealth shares were little changed in premarket trading.
- Lumentum (LITE), which is backed by Nvidia, is moving as the company's optical components are "completely sold out" through early 2029 due to demand from tech companies for faster AI data centers. Lumentum plans to invest at least $350 million in its key factory and a neighboring facility to ramp up capacity and meet runaway demand for its products.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:

- Airtel Money has been admitted to the Main Market of the London Stock Exchange under ticker AMC, with unconditional trading expected to begin Oct. 14, according to terms seen by Bloomberg.- Salzgitter rises as much as 8.4% after UBS upgraded the German steelmaker to buy from neutral, saying the company is the highest-beta play on a European steel rally.
- Anthony Vaccarello is leaving Yves Saint Laurent after a decade at the creative helm of the Parisian fashion label that’s part of the struggling luxury group Kering.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Airtel Money has been admitted to the Main Market of the London Stock Exchange under ticker AMC, with unconditional trading expected to begin Oct. 14, according to terms seen by Bloomberg.
- According to Bloomberg Intelligence, Deutsche Telekom can surpass midterm cash-flow consensus, with analysis pointing to upside of as much as 9% to 2028 free-cash-flow estimates.
- Rheinmetall’s medium-term outlook lacks certainty without significant additional contract wins, Berenberg writes in a note downgrading the defense firm to hold from buy.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- SoftBank seeks to raise as much as $100 billion from Gulf investors to help it amp up its bets on AI, the Financial Times reported, citing people familiar with the matter.
- Tata Steel trades at a 15% discount to peers on forward EV/Ebitda of 9.5x vs. the 11.2x peer median. Though narrower than the 37% gap seen earlier this year, the discount remains notable
- Japan Tobacco, Bandai Namco and Nissan Chemical were three stocks in the Nikkei 225 that set a record high in today’s session.

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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:

- Chipotle Mexican Grill (CMG) shares jumped after the Financial Times reported that Starbucks Corp. has worked with advisers on a takeover proposal for the burrito chain. A Starbucks spokesperson said the company doesn’t “comment on rumors and speculation” and the team is focused on its “Back to Starbucks” turnaround plan. Analysts expressed skepticism about a potential deal given the vast differences between the two businesses, but noted that access to Chipotle’s supply chain could provide some justification for the potential overture.

- GlobalFoundries (GFS) shares gained as much as 7% after the chip manufacturer announced a five-year, $2 billion deal to provide US production capacity to Taiwan Semiconductor Manufacturing Co. GlobalFoundries will help supply components known as silicon interposers under the agreement, and will rely on manufacturing at its facility in Malta, New York. The company expects to begin ramping up volume production of the TSMC components in the first half of 2028.

- Nvidia (NVDA) slid along with other tech companies with AI ties on a reporting from the Financial Times that OpenAI told investors that its annualized revenue might come in significantly lower than initially thought.

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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, Jess Menton, Carol Massar and Stacey Vanek Smith. 

- Constellation Brands (STZ) shares gained on Thursday, even as analysts remain split following its mixed quarterly report earlier this week. While Freedom Broker raised the recommendation on the Modelo beer maker to buy from hold, HSBC downgraded the stock to hold from buy.

- Chipotle Mexican Grill (CMG) shares jumped after the Financial Times reported that Starbucks (SBUX) has worked with advisers on a takeover proposal for the burrito chain. The status of the takeover plans couldn’t be immediately learned and a mega deal of this size might never get off the ground, according to people familiar with the matter. Analysts expressed skepticism about a potential deal given the vast differences between the two businesses, but noted that access to Chipotle’s supply chain could provide some justification for the potential overture. Chipotle shares surged as much as 8.6% in New York trading on Thursday. The stock has fallen about 20% over the past year. Starbucks declined as much as 6.7%, the most intraday in more than a year, before paring its drop.

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