Stock Movers

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

On this episode of Stock Movers:

• Cryptocurrency-linked stocks are rallying in premarket trading, set to extend gains, after US SEC greenlit digital versions of securities to start trading in the US.
•   Netflix (NFLX) received its first bearish analyst rating in months on Friday, after Wells Fargo Securities downgraded the streaming-video company to underweight, citing concerns about user engagement.
• Nucor (NUE) shares fall after the steel producer’s third-quarter earnings-per-share forecast missed the average analyst estimate. Analysts note that the forecast might prove to be conservative.

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

On this episode of Stock Movers:

• Netflix (NFLX) received its first bearish analyst rating in months on Friday, after Wells Fargo Securities downgraded the streaming-video company to underweight, citing concerns about user engagement.
• Steel Dynamics (STLD) shares drop after the company’s third-quarter earnings forecast missed analysts’ estimates. Analysts note that earnings for the metals-recycling business is expected to decline quarter-over-quarter.
•  Nvidia (NVDA) has committed $2 billion to Brookfield Asset Management’s global artificial intelligence infrastructure fund, according to investor documents that revealed the size of a previously disclosed investment.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Hyperliquid (PURR) is rising this morning as the SEC is moving forward with a plan to allow digital versions of securities to start trading in the US after crypto legislation failed a key Senate vote.
- SK Hynix (SKHY) is rising after Solidigm, a US subsidiary of SK Hynix, is considering building a NAND flash production facility in the eastern US, Yonhap News reports, citing unidentified industry officials.
- Berkshire Hathaway (BRK) investors are watching any movement of the stock after the announcement Warren Buffett would step down as Chairman effective immediately, and will assume the role of Chairman emeritus.
- Meta (META) is continuing its trend higher this morning following the highest close since April.
- Xenon Pharmaceuticals (XENE) is in a steep decline after it voluntarily halted a trial enrollment of azetukalner, which treats depression and bipolar, after studies showed adverse events.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Softcat shares fluctuate after the IT reseller raised guidance for FY26 operating profit growth, while announcing an acquisition that was partially funded by an equity raise.
- Infineon shares rise as much as 3.2% after being upgraded at Oddo BHF, which recommends investors return to the stock following a recent de-rating.
- Wizz Air’s revenue is improving as ticket prices rise and the budget carrier cuts capacity to protect the business during the quieter winter period, Chief Executive Officer Jozsef Varadi said on Friday on Bloomberg TV.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Airtel Money’s owners are considering raising less money than previously sought in the company’s initial public offering, a listing process that could start as soon as next week, according to people familiar with the matter.
- Infineon shares rise as much as 3.2% after being upgraded at Oddo BHF, which recommends investors return to the stock following a recent de-rating.
- A senior Glencore executive last year urged counterparts at Radiant World not to communicate by email, according to WhatsApp messages from the company’s head of iron ore seen by Bloomberg News.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Asian chip-related stocks rise, tracking gains in US peers overnight amid lower US Treasury yields and oil prices, and after a bullish outlook from Nvidia. Advantest jumps as much as 7.9%
- Taiwan Semiconductor Manufacturing'S expansion in Longtan is expected to focus on advanced processes at 1.4 nanometers and below, with preliminary plans for three wafer fabs, Taipei-based Economic Daily News reports, citing unidentified people from the supply chain.
- In China Huawei's new chip launches is being greeted with an across the board celebration. Z AI climbs as much as 7.4%.

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

On this episode of Stock Movers:

• Generac (GNRC) agreed to supply up to $8 billion worth of generators for Amazon.com Inc.’s data centers and issued a warrant for a stake in the company, according to a securities filing Wednesday. Shares of the US maker of backup power generators surged as much as 32% on Thursday, the biggest intraday increase in more than 14 years. The stock traded 19% higher at $208.36 as of 11:40 a.m. in New York.
• Shares of AutoNation (AN) dropped on Thursday, putting the stock on track for its worst decline since July 2023. A representative of the firm said at the Morgan Stanley Laguna Conference that customers are being more selective. 
• Ultragenyx (RARE) shares jumped as much as 13%, the most intraday since June 30,after the firm got FDA approval for its gene therapy to treat pediatric patients with a rare inherited disease that progressively damages the brain and nervous system.

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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, Isabelle Lee, Alexis Christoforous and Lisa Mateo.

•  Intel (INTC) shares rallied on word a tie-up with SK Hynix might be in the works. The South Korean memory chipmaker issued a statement on Wednesday after Reuters reported the company may potentially lease part of ‌Intel’s long-planned chipmaking facility in Ohio or form a venture with Intel and major cloud computing firms. SK Hynix said it hadn’t made a decision about a deal with Intel. Intel declined to comment on the Reuters report, but said it’s committed to its Ohio investments. The US chipmaker broke ground for its Ohio campus in 2022, but has slowed down the pace of work on the site. Last year, it pushed back the start of production to at least 2030.
• SpaceX (SPCX) has held internal discussions about buying customer and operational information from troubled or defunct startups, according to people familiar with the matter, targeting a more affordable data source to improve its artificial intelligence models. The approach would mirror Google’s offer to purchase business data from Spirit Airlines for AI training purposes after the discount carrier wound down operations. The Alphabet Inc. company’s $10 million bid sparked some data privacy concerns, including from former flight attendants. Shares of the Elon Musk-led rocket company rose in trading on Thursday. 
• Paramount-Skydance (PSKY) shares fell on word the US Justice Department is urging a federal judge to order that states and trade union challenging the media giant's $110 billion takeover of Warner Bros. Discovery to post a bond to cover any potential late fees that result from their lawsuit. Paramount wants the states — led by California — and the Writers Guild of America to post a nearly $1.9 billion bond pending the outcome of their twin lawsuits, which are currently set for trial in March. The DOJ didn’t take a position on the size of the bond, but said federal law requires the states and the guild to pony up.

See omnystudio.com/listener for privacy information.

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

On this episode of Stock Movers:

• Generac (GNRC) shares rally as much as 32% on Thursday — the most intraday since 2012 — after the firm agreed to supply up to $8 billion worth of generators for Amazon’s data centers and issued a warrant for a stake in the company. The arrangement is the latest example of a tech giant striking a warrant-linked deal with a power equipment supplier to keep up with artificial intelligence-driven electricity demand. Oracle took a similar stake in fuel-cell maker Bloom Energy in April 2026.
•  CoreWeave (CRWV) shares are down after the cloud-computing provider kicked off a fresh round of fundraising that includes a $3 billion convertible bond issue. It also agreed to an at-the-market offering program that allows it to sell as many as 35 million shares.
• Securitize (SECZ) - a digital-securities platform that went public in early July through a blank-check merger — rose as much as 24% Thursday in New York after the SEC gave the green light for digital versions of stocks to start trading in the US. The plan could reshape traditional market structure after cryptocurrency legislation failed a key Senate vote earlier this week.

See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Generac (GNRC) and Amazon execute a long-term supply agreement, with initial deliveries of backup generators expected to total $2.4b in 2027, 2028.
- Robinhood's (HOOD) earnings momentum appears poised to extend as favorable markets and retail engagement support trading, with transaction-based revenue at 50-60% of the total and crypto amplifying market sensitivity. Net interest income is benefiting as platform growth expands margin and cash balances, with higher-for-longer rates adding cyclical support.
- Bernstein is downgrading a trio of security software companies, writing that the sector “may have gotten over its skis” in the wake of pronounced year-to-date gains.

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