Stock Movers

Stocks and bonds rebounded after President Donald Trump said the US and Iran had “very good” conversations about an end to the conflict in the Middle East.  
President rump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war.  
For details on this development, Tom Keene and Paul Sweeney speak with Bloomberg Middle East Reporter Joumanna Bercetche, Silvercrest Asset Management Head of Investment Policy & Strategy Robert Teeter, and Veda Partners Co-Founder Henrietta Treyz.

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

On this episode of Stock Movers:

- Activist investor Elliott Investment Management has made a multibillion-dollar investment in Synopsys (SNPS) and plans to push for changes at the chip-design software maker, according to people familiar with the matter who asked not to be identified because it was private.

- Shares in DraftKings and Flutter (FLUT) erase earlier losses to gain after the Wall Street Journal reported that US senators are set to introduce bipartisan legislation to ban sports bets on prediction markets.

- A group of Senate Democrats asked FCC Chairman Brendan Carr to investigate the foreign money funding Paramount’s bid takeover bid for Warner Bros. Discovery (WBD), Semafor reports, citing the lawmakers’ letter to Carr.

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

On this episode of Stock Movers:

- Pan African Resources shares fall as much as 9% as the price of Gold continues to decline amidst inflation fears tied to the ongoing conflict in the Middle East. 

- Telecom Italia shares rise as much as 8.1% and briefly trade above the implied value of a cash-and-stock offer from Poste Italiane following a 7.0% decline in the suitor’s stock. 

- Spire Healthcare shares sink as much as 21% to the lowest since March 2021 after the UK operator of private hospitals confirmed talks with private equity firms Bridgepoint and Triton in relation to a potential takeover offer have ended.

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Earnings are still in focus with Chewy, Beyond and Carnival all reporting in the coming days.
Bloomberg's Alexis Christoforous previews the numbers with Tatiana Darie, Bloomberg Strategist for Markets Live

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

On this episode of Stock Movers:

-Super Micro Computer (SMCI) shares shares plunged after the U.S. government charged a co-founder of the company and two other individuals with involvement in a plan to divert U.S.-assembled servers to China in a violation of export-control laws.

-Newmont (NEM) shares are trading significantly lower on Thursday morning due to a decline in gold prices. The decline in gold prices is attributed to a combination of central bank policy and shifting geopolitical dynamics, including Iranian missile strikes and an Israeli attack.

- Delta Airlines (DAL) stock jumped ahead of the open Tuesday as the carrier stuck to its earnings guidance and hiked its revenue outlook despite surging fuel prices. The company expects its first-quarter guidance to be within its initial range and now sees revenue climbing by a high-single-digit percentage, citing "demand momentum".

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

On this episode of Stock Movers:

-Super Micro Computer (SMCI) shares shares plunged after the U.S. government charged a co-founder of the company and two other individuals with involvement in a plan to divert U.S.-assembled servers to China in a violation of export-control laws.

-Dell (DELL) stocks rose after the Justice Department charged three individuals associated with Super Micro Computer, Dell's arch-rival, for allegedly skirting export-control laws by diverting $2.5 billion worth of U.S.-assembled servers to China.

- ARM Holdings ADRs are up 2% in premarket trading, after HSBC upgraded the chip-design company to buy from reduce.

See omnystudio.com/listener for privacy information.

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

On this episode of Stock Movers:

- Super Micro Computer (SMCI) shares shares plunged after the U.S. government charged a co-founder of the company and two other individuals with involvement in a plan to divert U.S.-assembled servers to China in a violation of export-control laws.

-Dell (DELL) stocks rose after the Justice Department charged three individuals associated with Super Micro Computer, Dell's arch-rival, for allegedly skirting export-control laws by diverting $2.5 billion worth of U.S.-assembled servers to China.

- Micron (MU) shares fell after the chipmaker gave a forecast for capital spending that was higher than expected, the latest example of investors being wary of elevated spending.

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On this episode of Stock Movers:

- Occidental (OXY) shares higher after J.P. Morgan raised the recommendation on Occidental Petroleum Corp. to neutral from underweight.
 
- Mosaic (MOS) shares fall to the lowest since January after BofA Global Research cut its recommendation on the fertilizer company to neutral from buy on higher raw materials prices due to the US-Iran conflict.

- Super Micro Computer (SMCI) shares plummeted, after three individuals associated with the server maker were indicted by the US Attorney’s Office for allegedly conspiring to commit export-control violations.

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On this episode of Stock Movers:

- FedEx (FDX) shares rose after it raised its full-year profit forecast, sending the courier’s shares up the most in almost a year and signaling the plan to restructure its delivery network is gaining traction despite economic volatility.

- Super Micro Computer (SMCI) shares  plummeted, after three individuals associated with the server maker were indicted by the US Attorney’s Office for allegedly conspiring to commit export-control violations.

- Swarmer (SWMR) shares soared nearly 1,000% in the first three trading sessions after its initial public offering, reflecting how the war in Iran has reshaped the outlook for the defense industry. The rally is attributed to the growing importance of drones in warfare, with military experts concluding that small drones are likely the best defense against drone attacks, and investors reassessing how they value defense companies.

See omnystudio.com/listener for privacy information.

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

On this episode of Stock Movers:

- FedEx (FDX) raised its full-year profit forecast, sending the courier’s shares up the most in almost a year and signaling the plan to restructure its delivery network is gaining traction despite economic volatility.

- Unilever (ULVR) is in talks to sell its food business to McCormick & Co., in what would be the biggest overhaul of the owner of Hellmann’s mayonnaise since it was founded almost a century ago.

- Planet Labs (PL) shares gain after the satellite imaging firm reported revenue for the fourth quarter that beat the average analyst estimate. The revenue forecast for 2027 was also a beat.

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