Stock Movers

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

On this episode of Stock Movers:
- Nvidia (NVDA) shares slide 3.6% on Thursday as the artificial intelligence chipmaker’s upbeat sales forecast gets a lackluster investor response. Analysts are positive about the results and note that investor concern surrounding demand durability might be overblown.

- Caesars Entertainment (CRZ) shares jump as much as 20%, the most intraday since Nov. 2020, after an FT report that the casino company is weighing takeover offers including a bid from Texas gaming and hospitality billionaire Tilman Fertitta.

- Jack Dorsey’s Block (XYZ) is cutting 4,000 employees, reducing its workforce by nearly half as the financial technology firm places a bet on artificial intelligence changing the future of labor productivity.Block has been restructuring its business model and staffing since 2024 as the company’s stock has lagged. At the same time, the company has invested heavily in artificial intelligence tools to run more efficiently, including building its own tool called Goose.

See omnystudio.com/listener for privacy information.

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, Kristine Aquino, Carol Massar and Tim Stenovec

- Autodesk (ADSK) forecast adjusted earnings per share for the first quarter; the guidance beat the average analyst estimate.

- Duolingo (DUOL) shares are sinking 20% in extended trading, after the language-learning software company gave a full-year outlook that is below expectations. The stock is down 33% this year, as of the last close, as investors fret about the prospect of AI-related disruption.

- CoreWeave (CRWV) reported a bigger loss than anticipated, with a loss of 89 cents a share in the fourth quarter. The company's revenue rose to $1.57 billion, and it has contracts with clients such as OpenAI, Meta Platforms and Microsoft Corp.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Nvidia (NVDA) shares drop after the company gave a first-quarter outlook that beat the average analyst estimate, due to concerns over a potential bubble. Investors are seeking stronger assurances that the booming spending on artificial intelligence processors can be maintained, with questions over whether Nvidia will remain dominant as AI shifts from training models to running everyday tasks.

- GoodRX (GDRX) shares slide after the health-care platform forecast revenue for 2026 that fell short of Wall Street’s expectations. It also gave an estimate for the lower bound of 2026 Ebitda that would be below expectations. Multiple analysts said they were surprised by the scale of margin deterioration implied by the profit outlook.

- Papa John’s (PZZA) shares drop after the pizza chain reported weaker-than-expected sales results, which reflect a “weak consumer backdrop and elevated promotional environment.” 

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Celsius (CELH) shares jump after the energy drink maker reported revenue and earnings per share for the fourth quarter that handily beat the consensus estimates.  “With an increasingly diverse consumer cohort buying energy drinks on a consistent basis, we see Alani Nu as a long-term growth driver to scale CELH’s portfolio, broaden its reach, and deepen relevance with these younger, more diverse consumers,” Stephens analyst Jim Salera writes

- Snowflake (SNOW) shares rise after the company gave an outlook for quarterly sales that was in line with estimates, disappointing investors who were looking for a stronger showing. Product revenue will be about $1.26 billion in the period ending in April, the company said, making up the majority of Snowflake’s total.

- Nvidia (NVDA) shares drop after the company gave a first-quarter outlook that beat the average analyst estimate, due to concerns over a potential bubble. Investors are seeking stronger assurances that the booming spending on artificial intelligence processors can be maintained, with questions over whether Nvidia will remain dominant as AI shifts from training models to running everyday tasks.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Krispy Kreme (DNUT) expects leverage to decline further this year as it advances its turnaround plan following the end of its US partnership with McDonald’s Corp. The Charlotte., N.C.-based company projects net leverage at or below 5.5 times in 2026 while generating positive cash flow. Leverage stood at 6.7 times at the end of 2025 and is expected to fall below 6 by the end of the first quarter, Chief Executive Officer Josh Charlesworth said in an interview.

- Papa John’s (PZZA) Papa John’s International Inc. shares slid after sales shrunk more than expected and the pizza chain’s outlook for the year also trailed estimates, suggesting customers are increasingly skimping on its fast-food pizza.

- Nutanix (NTNX) shares are soaring after Advanced Micro Devices said it will buy $150 million in the software company’s stock as part of a new partnership. The news was seen as overshadowing a reduced full-year forecast.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- London Stock Exchange Group shares rise as much as 5.0% as the exchange operator issues strong guidance and unveils plans for a further £3 billion ($4.1 billion) buyback.
- Engie shares rose as much as 7.6% after it agreed to buy the UK’s largest power-distribution network for £10.5 billion ($14.2 billion) from Hong Kong billionaire Victor Li’s CK Group
- Schneider Electric gains as much as 2.4% after earnings, with analysts saying both fourth-quarter figures and 2026 outlook hold few surprises, but still sees a solid showing from the French electrical equipment maker. While outlook appears somewhat reserved, analysts say that this could be a prudent measure by management.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Rolls-Royce shares rise as much as 8.4%, hitting a record high, after the UK-based engine maker said it was planning a major share buyback and raised its mid-term earnings targets. Bernstein called the guidance ambitious.
- Puma gains as much as 5% after the German sporting goods and apparel retailer posted results that showed early signs of a long-awaited recovery, particularly driven by a strong performance in its Asian market.
- WPP is targeting £500 million ($678 million) in annual cost savings by 2028 as part of a sweeping restructuring that the embattled British advertising group hopes will help it to return to growth next year. WPP shares fell 5.6% to 257.2 pence at 08:33 a.m. in London on Thursday. They are down 67% over the past year.

See omnystudio.com/listener for privacy information.

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

On this episode of Stock Movers, we focus on three major earnings reports:

- Nvidia (NVDA) the world’s most valuable company, gave another bullish quarterly revenue forecast, signaling that the massive build-out of AI computing remains on track. Fiscal first-quarter sales will be about $78 billion, the chipmaker said in a statement Wednesday. That compares with an average Wall Street estimate of $72.8 billion, according to data compiled by Bloomberg. The outlook helped soothe concerns about a bubble in AI investments. Huang has repeatedly downplayed fears that the run-up in spending on artificial intelligence hardware isn’t sustainable. He argues that it will take years to replace the world’s installed base of older computers with machines that offer a leap forward in productivity. Nvidia shares, among the 10 worst-performing chipmaker stocks this year, rose about 4% in extended trading following the announcement.

- Salesforce (CRM) gave a lukewarm outlook for sales growth in the new fiscal year, fueling Wall Street’s worries that the software giant will lose out to new competitors in the age of AI. Revenue will be about $46 billion in the fiscal year ending in January 2027, the company said Wednesday in a statement. The forecast was in line with the analysts’ estimates, but failed to impress investors. The shares declined about 3% in extended trading after closing at $191.75 in New York.

- Salesforce (SNOW) gave an outlook for quarterly sales that was in line with estimates, disappointing investors who were looking for a stronger showing to overcome jitters about the software industry’s viability in the age of AI. Product revenue will be about $1.26 billion in the period ending in April, the company said Wednesday in a statement. Product revenue makes up the majority of Snowflake’s total and is closely watched by investors. The shares fell about 2% in extended trading after closing at $169.21 in New York. The stock had declined about 23% this year as Wall Street has grown broadly anxious about the potential for AI-driven disruption in the software industry.

See omnystudio.com/listener for privacy information.

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, Katie Greifeld, Carol Massar and Tim Stenovec.

- Salesforce (CRM) gave a lukewarm outlook for sales growth in the new fiscal year, fueling Wall Street’s worries that the software giant will lose out to new competitors in the age of AI. Revenue will be about $46 billion in the fiscal year ending in January 2027, the company said Wednesday in a statement. The forecast was in line with the analysts’ estimates, but failed to impress investors. The shares declined about 3% in extended trading after closing at $191.75 in New York.

-Cava (CAVA) shares jumped the most intraday since August 2024, after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative.

-Lowe's (LOW) forecast sales guidance for the full year that fell short of expectations, a sign the housing market will remain lackluster in the near term due to high borrowing costs and economic volatility. The company said it expects comparable sales to be flat to as much as 2% higher compared with the prior year. The midpoint of that range is lower than what Wall Street analysts were expecting for the period. Lowe’s comparable sales and adjusted earnings for the fourth quarter ended Jan. 30 beat estimates. Shares fell on Wednesday in regular trading in New York. The stock had gained about 16% this year, outpacing the S&P 500 Index.

The team also covered a big round of earnings, including from: Trade Desk, Chime Financial, Zoom and Snowflake.

See omnystudio.com/listener for privacy information.

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

On this episode of Stock Movers:
- Stocks exposed to the US housing market plummeted Wednesday as investors assessed grim outlooks from companies like home improvement retailer Lowe’s Cos Inc., and weighed the lack of a housing policy update during President Donald Trump’s State of the Union speech. The S&P composite homebuilder index shed as much as 5.2%, the most since last April’s tariff-related market meltdown. The declines were led by Green Brick Partners Inc., Lennar Corp., Champion Homes Inc., Dream Finders Homes Inc., Installed Building Products Inc., DR Horton Inc. and TopBuild Corp. Mortgage-exposed companies like Rocket Cos Inc. fell as well.

- Netflix (NFLX) shares are rallying on Wednesday, as investors continue to monitor the bidding war between the company and Paramount Skydance for Warner Bros. Discovery.

- Nvidia is helping to lead the U.S. stock market higher on Wednesday, ahead of the chip company's highly anticipated profit report coming after trading ends for the day. The S&P 500 rose 0.8% and recovered its losses from earlier in the week, when stocks swung sharply as investors tried to separate potential losers from winners in the artificial-intelligence boom.

See omnystudio.com/listener for privacy information.