Stock Movers

On this episode of Stock Movers:
- ASML (ASML NA) shares soar after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency.
- Texas Instruments (TXN) shares jump after giving a surprisingly robust forecast for the first quarter, indicating that demand for industrial equipment and vehicles is recovering from a rough patch.
- AT&T (T) shares rise after reporting fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by what it described as the best broadband subscriber growth in a decade.

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On this episode of Stock Movers:
- ASML Holding (ASML NV) shares soared to the highest ever after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency.
- Seagate Technology (STX) shares rise after the computer hardware and storage company’s second-quarter results beat expectations and it gave a positive outlook. Analysts note that results were boosted by strong gross and operating margins.
- Starbucks (SBUX) Chief Executive Officer Brian Niccol delivered the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year.Global sales at established locations rose 4% in the most recent quarter, the company said in a statement. That topped even the most optimistic analyst expectations and built on positive results from the previous period after a lengthy slump.

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On this episode of Stock Movers:
- ASML Holding (ASML NA) shares soared to the highest ever after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency.Bookings in the fourth quarter were a record $15.8 billion, as artificial intelligence fueled demand for its most sophisticated equipment, the Veldhoven, Netherlands-based company said in a statement on Wednesday.
- Amazon.com (AMZN) will terminate about 16,000 corporate employees, ratcheting up efforts to streamline bureaucracy amid rising competition over artificial intelligence. The company will offer US-based employees 90 days to search for a new role internally, as well as severance and other transition support, Beth Galetti, Amazon’s senior vice president of people experience and technology said Wednesday in a blog post.
- GE Vernova’s (GEV) total backlog jumped by $31.2 billion last year amid strong orders for gas turbines and grid equipment. The backlog has now reached $150 billion, and includes an increase in gas turbine orders from 33 gigawatts to 40 gigawatts, the company said Wednesday in its earnings report.

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On this episode of Stock Movers:
- ASML's orders in the fourth quarter far exceeded analysts’ expectations, as the rapid development of artificial intelligence. Shares surged as much as 7.5% in early trading.
- Debenhams said it is trading above expectations and full year Adjusted EBITDA for total operations is now expected to be £50m, according to a trading update.
- Societe Generale shares fall as much as 2.1% after Keefe, Bruyette & Woods cut the recommendation on the stock to market perform from outperform, the third downgrade for the French lender this month. Analysts note the risk of the company “underwhelming” following recent months of sharp increases in expectations.

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On this episode of Stock Movers:
- ASML's orders in the fourth quarter far exceeded analysts’ expectations, as the rapid development of artificial intelligence. Shares surged as much as 7.5% in early trading.
- Sales at LVMH’s key fashion unit fell over the holiday season as Louis Vuitton’s owner continued to suffer from sluggish demand, setting back hopes of a wider luxury rebound.Shares fell 7.4%, the most since April.
- Volvo said truck demand is improving in some markets as customers return after months of weak freight conditions and policy uncertainty.Volvo shares rose as much as 3.2% in early Stockholm trading Wednesday.

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On this episode of Stock Movers:
- Texas Instruments (TXN) soared in late trading after giving a surprisingly robust forecast for the first quarter, indicating that demand for industrial equipment and vehicles is recovering from a rough patch. Revenue will be $4.32 billion to $4.68 billion in the first quarter, the company said in a statement Tuesday. The midpoint of that range exceeded the average estimate of $4.42 billion. Profit in the period will be as much as $1.48 a share, compared with a projection of $1.26. The upbeat outlook signals that customers have worked through a backlog of inventory and are starting to make purchases again. Chief Executive Officer Haviv Ilan, who runs the largest maker of analog chips, said that orders improved through the fourth quarter.
- GM (GM) expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks, fueled by demand for its highest-margin vehicles. Adjusted earnings before interest and taxes this year will range from $13 billion to $15 billion, which is higher than last year’s $12.7 billion, the company said Tuesday in a statement that also detailed fourth-quarter results. GM made $2.51 a share in the latest quarter, a result that easily beat Wall Street analysts’ consensus forecast of $2.28. GM shares rose 5.7% to $83.96 as of 9:39 a.m. in New York. The stock posted a more than 50% gain in 2025.
- Shares of health insurers continued to fall on Tuesday following a Monday proposal from the Trump administration to limit federal payments to the plans, known as Medicare Advantage, next year. On top of that, UnitedHealth Group forecast its annual revenues will shrink this year for the first time since the 1980s — partially as a result of other federal changes over the last few years undercutting its strategy. UnitedHealth Group (UNH) was down 20% at 12:24 p.m. in New York on Tuesday, erasing more than $60 billion of market value. It’s lost nearly half its value over the last year. CVS Health (CVS) dropped about 15% on Tuesday while Humana (HUM) fell 20%.

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On this episode of Stock Movers:

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- Texas Instruments (TXN), the biggest maker of analog chips, gave a strong revenue forecast for the current period, indicating that demand for industrial equipment and vehicles is beginning to rebound. Revenue will be $4.32 billion to $4.68 billion in the first quarter, the company said in a statement Tuesday. The midpoint of that range edged past the $4.42 billion estimated on average by analysts. Profit in the period will be as much as $1.48 a share, compared with a projection of $1.26. Texas Instruments shares rose about 5% in extended trading after the report was released. They had gained 13% to $196.63 this year before Tuesday’s close

- Shares of health insurers continued to fall on Tuesday following a Monday proposal from the Trump administration to limit federal payments to the plans, known as Medicare Advantage, next year. On top of that, UnitedHealth Group forecast its annual revenues will shrink this year for the first time since the 1980s — partially as a result of other federal changes over the last few years undercutting its strategy. UnitedHealth Group (UNH) was down 20% at 12:24 p.m. in New York on Tuesday, erasing more than $60 billion of market value. It’s lost nearly half its value over the last year. CVS Health (CVS) dropped about 15% on Tuesday while Humana (HUM) fell 20%.

- JetBlue (JBLU) fell after reporting a wider loss than expected last quarter, capping a bruising 2025 as the US carrier hopes demand from higher-paying customers will fuel a return to profitability. The New York-based carrier posted an adjusted loss of 49 cents a share, three cents worse than the average of analyst estimates. Operating revenue came in slightly ahead of Wall Street projections. Shares in JetBlue fell 4.2% to $4.87 as of 11:06 a.m. New York time. The stock sank 42% last year, compared with an 11% gain for the Russell 2000 Inde

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On this episode of Stock Movers:
- UnitedHealth Group (UNH) forecast a decline in 2026 revenue, the first annual contraction in more than three decades, as the insurer falters in its attempt to rebuild confidence with investors after a stunning fall last year. The news was the second blow to shareholders in as many days. Late Monday, the US proposed holding payments to private Medicare plans flat next year, a huge disappointment that caused the stock to tumble as much as 10% in after-hours trading. Shares plunged again after the company’s results, falling nearly 18% in New York on Tuesday when markets opened. The decline erased more than $55 billion in market value.
- American Airlines (AAL) said it’s poised for a strong year as the carrier ramps up premium offerings, but first it’s trying to survive winter weather that’s prompting thousands of cancellations at major US hubs. The Texas-based airline already postponed almost 800 flights Tuesday, according to FlightAware — the most of any major carrier — after scrapping more than half on Monday amid snow and frigid temperatures in large parts of the eastern US.
- Corning (GLW) announced a multiyear, up to $6 billion agreement with Meta Platforms Inc. to supply optical fiber, cable, and connectivity solutions for Meta’s advanced data centers supporting its AI ambitions. Shares of the company rallied in trading on Tuesday.

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On this episode of Stock Movers:
- UnitedHealth, (UNH) shares plunge after the company forecasted a decline in 2026 revenue, the first annual contraction in more than three decades, as the insurer falters in its attempt to rebuild confidence with investors.
- Northrop Grumman (NOC) shares rise after fourth-quarter income rose 17%. The company reached a record backlog in orders as nations boost spending on weapons and space programs amid heightened global tensions.
- RTX shares gain after profit topped Wall Street estimates in the final months of last year, a sign of momentum as the aerospace and defense manufacturer awaits a potentially huge jump in US military spending.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- General Motors (GM) shares rise after the company said it expects profits to grow as much as $2 billion this year and plans to return more of that to shareholders with a higher dividend and buybacks.
- JetBlue (JBLU) shares slump after the company reported a wider loss than expected last quarter, highlighting challenges in its strategy to win over higher-paying customers.
- United Parcel Service (UPS) shares climb after the company forecasted full-year sales above Wall Street’s expectations as it forges ahead with plans to cut less-profitable package volume out of its network.

See omnystudio.com/listener for privacy information.