Stock Movers

On this episode of Stock Movers:

- Advanced Micro Devices (AMD) shares fell after the company's sales forecast underwhelmed investors, a sign that it's not making the AI inroads anticipated. The company reported first-quarter sales will be roughly $9.8 billion, plus or minus $300 million, which was lower than some projections that topped $10 billion.

- Chipotle (CMG) shares fell after the company said it expects sales at established locations to be "about flat" this year, below Wall Street's expectations. The company is struggling to convey value to budget-conscious diners, particularly younger consumers, and has pledged operational and strategic changes to turn things around.

- Match Group (MTCH) shares climb after the dating service provider reported revenue for the fourth quarter that beat the average analyst estimate.

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

On this episode of Stock Movers:

-Silicon Laboratories (SLAB) shares jump as much as 54% to $210.90 in premarket trading after Texas Instruments agreed to acquire the chip designer for $231 per share in cash, in a deal that represents a total enterprise value of approximately $7.5 billion. TXN shares slip 3.4% before the opening bell.

- Eli Lilly (LLY) provided an upbeat sales forecast for the year Wednesday as strong demand for its weight loss drug cemented its position at the top of the obesity market.The guidance was a sharp contrast to rival Novo Nordisk A/S, which warned investors Tuesday that its sales could drop as much as 13% this year on intensifying price competition in the weight loss market. Lilly, on the other hand, expects its sales to grow as much as 27% this year.

- Chipotle Mexican Grill (CMG) doldrums are set to extend into 2026, with the burrito chain offering a full year-sales target that fell short of Wall Street’s expectations.Sales at established locations are expected to be “about flat” this year, Chipotle said in a statement Tuesday. That’s below the average of estimates compiled by Bloomberg and follows a decline in comparable sales in 2025 — the first time that’s happened since Chipotle became a public company.

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

On this episode of Stock Movers:
- Uber Technologies (UBER) gave a weak profit outlook and promoted an outspoken driverless-vehicle bull to be its new chief financial officer, signaling further investment in a closely watched area of the ride-hailing company’s business. The executive, Balaji Krishnamurthy, has been with Uber for more than six years and is currently vice president of strategic finance and investor relations. He will replace current CFO Prashanth Mahendra-Rajah, who is leaving for another opportunity after less than three years at the company, according to a regulatory filing published Wednesday. The outgoing CFO will step down from his post on Feb. 16 and stay on as a senior finance adviser through July 1, the filing said.
- Eli Lilly & Co (LLY) provided an upbeat sales forecast for the year Wednesday as strong demand for its weight loss drug cemented its position at the top of the obesity market.The guidance was a sharp contrast to rival Novo Nordisk A/S, which warned investors Tuesday that its sales could drop as much as 13% this year on intensifying price competition in the weight loss market. Lilly, on the other hand, expects its sales to grow as much as 27% this year.
- Chipotle Mexican Grill’s (CMG) doldrums are set to extend into 2026, with the burrito chain offering a full year-sales target that fell short of Wall Street’s expectations.Sales at established locations are expected to be “about flat” this year, Chipotle said in a statement Tuesday. That’s below the average of estimates compiled by Bloomberg and follows a decline in comparable sales in 2025 — the first time that’s happened since Chipotle became a public company.

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

On this episode of Stock Movers:
- Novo Nordisk shares plunged after the company shocked investors by forecasting a steep decline in sales, evidence of an intensifying price war in obesity drugs.
- Beazley shares rise as much as 9.1% to hit a record high, as the Lloyd’s of London insurer agrees in principle to a sweetened £8 billion ($11 billion) takeover proposal from Zurich Insurance Group.
- Carlsberg widened its operating profit outlook compared with last year in a move reflecting the brewer’s cautious stance over future demand for its drinks.

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

On this episode of Stock Movers:
- Novo Nordisk shares plunged after the company shocked investors by forecasting a steep decline in sales, evidence of an intensifying price war in obesity drugs.
- Santander drops as much as 5%, the biggest intraday drop since October, after the Spanish lender announced the acquisition of Webster Financial in a $12 billion deal.
- LSEG dips after yesterday's sell-off in software and financial services stocks following Anthropic's announcement of a new AI tool to automate legal work.

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

- Advanced Micro Devices (AMD) shares sink afterhours after a disappointing forecast for the current period, a sign it’s not making the kind of AI inroads that some investors anticipated.

- Novo Nordisk (NVO) ADRs tumble after an early release of its results, which were scheduled for Wednesday. The company said its sales will drop this year as its blockbusters Ozempic and Wegovy face ever-tougher competition and the company gets hit by the US government’s push to cut drug prices.

- PayPal (PYPL) shares plunge after the company announced HP Chief Executive Officer Enrique Lores will take the top job from Alex Chriss, whose turnaround plan failed to meet targets and streamline the sprawling payments business, and a separate statement showing fourth-quarter profit and revenue missed analysts’ estimates.

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On this episode of Stock Movers:

- Palantir (PLRT) shares rose following a revenue forecast for fiscal 2026 that significantly exceeded Wall Street expectations, a boost for the data analytics company after its shares have gotten off to a lackluster start so far this year.

- Walmart (WMT) ended the day higher as a rally pushed its market capitalization past $1 trillion on Tuesday for the first time ever, vaulting the world’s largest retailer into a category typically occupied by Big Tech firms such as Nvidia and Alphabet

- Homebuilders (S5HOME) rose on news broke of a massive program to develop “Trump Homes” that would address the US affordability crisis while allowing private capital to deploy many billions of dollars.

- Novo Nordisk (NVO) shares dropped after the drug company said its sales will drop this year as its blockbusters Ozempic and Wegovy face ever-tougher competition and the company gets hit by the US government’s push to cut drug prices.

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On this episode of Stock Movers:

-Palantir (PLRT) shares rise following a revenue forecast for fiscal 2026 that significantly exceeded Wall Street expectations, a boost for the data analytics company after its shares have gotten off to a lackluster start so far this year.

-Novo Nordisk (NVO) shares fall after the drug company said its sales will drop this year as its blockbusters Ozempic and Wegovy face ever-tougher competition and the company gets hit by the US government’s push to cut drug prices. 

-NXPI Semiconductors (NXPI) falls after the chipmaker reported slightly slower growth in the automotive market than anticipated last quarter as the company pursues a comeback.

-FedEx (FDX) shares extended a record run after two Wall Street analysts raised their calls to the equivalent of a buy, saying the shipping giant will benefit from efforts to boost its European business and a solid economic backdrop.

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On this episode of Stock Movers:

- Walmart (WMT) shares rise pushing its market capitalization past $1 trillion for the first time ever, according to data compiled by Bloomberg. The company has undergone a massive digital transformation, using technology to drive more engagement and incorporating artificial intelligence across its operations.

- Palantir (PLTR) shares rise. Wall Street expects Palantir to report another quarter of solid growth, with analysts estimating adjusted earnings per share will increase 63% to 23 cents in the final quarter of 2025.

- PayPal (PYPL) shares plunge after news that HP Inc. Chief Executive Officer Enrique Lores will take the top job from Alex Chriss, whose turnaround plan failed to meet targets.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Walt Disney (DIS) shares drop after the company said Josh D’Amaro will succeed Bob Iger as chief executive officer, ending a three-year search to replace its long-serving leader.

- Teradyne (TER) shares soar on Tuesday after the semiconductor manufacturing company forecasted revenue for the first quarter that exceeded the average analyst estimate.

- Palantir (PLTR) shares rise. Wall Street expects Palantir to report another quarter of solid growth, with analysts estimating adjusted earnings per share will increase 63% to 23 cents in the final quarter of 2025.

See omnystudio.com/listener for privacy information.