Stock Movers

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.
- JetBlue (JBLU) shares drop as much as 9.5%, the most intraday in nearly three months, after the airline reported a loss for the fourth quarter that was wider than the average analyst estimate.
- FAT Brands (FAT), the owner of restaurant chains Fatburger, Johnny Rockets and Twin Peaks, filed for bankruptcy, adding to a string of casual-dining brands that have sought court protection from creditors.The Beverly Hills-based company filed for Chapter 11 bankruptcy in Texas on Monday, court documents show. The company has around $1.45 billion of funded debt obligations outstanding, according to a court filing from FAT Brands’ chief restructuring officer dated Jan. 27.

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On this episode of Stock Movers:
- UnitedHealth (UNH) shares extended losses after the health insurer gave a revenue forecast for 2026 that disappointed Wall Street. Late Monday, the US proposed holding payments to private Medicare plans flat for next year, weighing on shares of health insurers.
- General Motors (GM) shares rise after the automaker gave an outlook for full-year adjusted Ebit with a midpoint above what analysts expected.
- United Parcel Service (UPS) forecast full-year sales above Wall Street’s expectations as it forges ahead with plans to cut less-profitable package volume out of its network. Revenue will be about $89.7 billion in 2026, UPS said Tuesday in a statement that also detailed quarterly financial results. Analysts had anticipated $87.95 billion on average in estimates compiled by Bloomberg. The company said its adjusted operating margin will be about 9.6%.

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On this episode of Stock Movers:
- France’s billionaire Pinault family agreed to sell its 29% stake in Puma to China’s Anta Sports Products, paring back its holdings beyond the luxury-goods industry as it focuses on a turnaround at the key Gucci brand. Puma shares jumped as much as 21% in early Frankfurt trading, roughly halving the past year’s decline.
- Dr. Martens shares drop as much as 7.6%, the most since November, after the shoemaker reported a decline in revenue. RBC Capital Markets analyst Piral Dadhania attributed the stock’s negative reaction to “softer than expected revenue momentum through peak trading.”
- Credit Agricole shares rise as much as 2.5%, the second-best performer on the Stoxx 600 Banks Index on Tuesday, after Oddo raises its recommendation on the French lender to outperform from neutral

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On this episode of Stock Movers:

- France’s billionaire Pinault family agreed to sell its 29% stake in Puma to China’s Anta Sports Products, paring back its holdings beyond the luxury-goods industry as it focuses on a turnaround at the key Gucci brand. Puma shares jumped as much as 21% in early Frankfurt trading, roughly halving the past year’s decline.
- Burberry gets upgraded to overweight from equal weight at Barclays as analysts see the UK fashion brand’s turnaround strategy paying off.
- Cranswick shares rise as much as 4.7%, hitting a five-month high, after the food producer said annual adjusted pretax profit should come in toward the upper-end of market expectations following strong topline growth in the third quarter, including over the key Christmas period.

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On this episode of Stock Movers:

- USA Rare Earth (USAR) signed a non-binding agreement with the Commerce Department for $1.6 billion in funding, the latest White House deal to boost production of rare-earth elements on domestic soil. The pact — which comes alongside $1.5 billion in private-sector investment — will support the company’s spending on rare-earths mining, processing, metal-making and magnet manufacturing, the Oklahoma-based company said in a statement. USA Rare Earth is one of several companies pursuing what would be the first new US rare-earths mines in decades, if they’re completed. Shares of USA Rare Earth rose as much as 29% on Monday.

 
- GameStop (GME) rallied on Monday after Michael Burry, the money manager made famous by The Big Short, wrote that he has been buying the stock. In a post on Substack, Burry expressed his confidence in the company’s chairman and chief executive officer, Ryan Cohen, who has tried a number of strategies to confront the challenges facing GameStop’s network of physical stores as online gaming becomes more popular. GameStop soared to enormous gains back in 2021 and became the iconic meme stock after Cohen initially took a big stake in the company. Burry was also an investor at the time, but he later said that he had sold the stock before its dramatic ascent. The company has been lagging the broader market over the last year and is far below the pandemic-era peak.

 
- Shares of major US insurers, like UnitedHealth Group (UNH) and CVS (CVS) tumbled after the US proposed holding payments to private Medicare plans flat next year, a huge disappointment for investors. Shares of UnitedHealth Group Inc. fell as much as 9.3% in afterhours trading in New York Monday, while CVS Health Corp. dropped as much as 10% and Humana Inc. sank more than 15%. Medicare Advantage payment rates will rise by just 0.09% in 2027, the Centers for Medicare and Medicaid Services said in a release. Analysts had been expecting an increase as high as 6%.

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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.

- USA Rare Earth (USAR) signed a non-binding agreement with the Commerce Department for $1.6 billion in funding, the latest White House deal to boost production of rare-earth elements on domestic soil. The pact — which comes alongside $1.5 billion in private-sector investment — will support the company’s spending on rare-earths mining, processing, metal-making and magnet manufacturing, the Oklahoma-based company said in a statement. USA Rare Earth is one of several companies pursuing what would be the first new US rare-earths mines in decades, if they’re completed. Shares of USA Rare Earth rose as much as 29% on Monday.

- CoreWeave (CRWV) traded higher today after Nvidia (NVDA), the dominant maker of artificial intelligence chips, invested an additional $2 billion in the cloud computing firm. Nvidia purchased CoreWeave Class A common stock at $87.20 a share, the companies said Monday, in a move aimed at speeding up an effort to add more than 5 gigawatts of AI computing capacity by 2030. As part of the collaboration, CoreWeave will be among the first to deploy forthcoming Nvidia products, including storage systems and a new central processing unit, or CPU. Nvidia, already a CoreWeave investor, previously agreed to buy more than $6 billion in services from the firm through 2032. CoreWeave shares rose as much as 17% in trading Monday, while Nvidia’s stock inched up by less than 1%. 

- Trade Desk (TTD) fell after the advertising technology company said the employment of Chief Financial Officer Alex Kayyal was terminated over the weekend.

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On this episode of Stock Movers:
- Coreweave (CRWV) shares rise after Nvidia, the dominant maker of artificial intelligence chips, invested an additional $2 billion in the cloud computing firm, marking the latest example of the circular financing deals that have lifted valuations of AI companies and fueled concerns about a bubble.
- USA Rare Earth (USAR) shares gain after it entered into a non-binding letter of intent with the US Department of Commerce for $1.6 billion in funding in exchange for 16.1 million shares issued to the department as well as warrants. USA Rare Earth also raised $1.5 billion in private investment to accelerate domestic heavy rare-earth production.
- AppLovin (APP) shares up after Needham upgraded the mobile-app marketing company to buy from hold. Analyst Bernie McTernan has “more confidence in the trajectory of e-commerce revenue growth in ‘26E coming at the same time the stock has pulled back off the highs a month ago”

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On this episode of Stock Movers:
- CVC (CVC) shares drop after the company agreed to buy Marathon Asset Management in a cash and equity transaction with a base consideration valued at as much as $1.2 billion.
- Mankind (MNKD) shares rise after the FDA approved an update to the company’s inhaled insulin, revising recommendations for the starting mealtime dosage.
- Revolution Medicines (RVMD) shares drop on news Merck is no longer in talks to acquire biotech firm.

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On this episode of Stock Movers:
- Merck (MRK) is no longer in talks to acquire biotech firm Revolution Medicines (RVMD) after the two companies couldn’t agree on a price, the Wall Street Journal reported, citing people familiar with the matter.A deal could have valued Revolution Medicines at around $30 billion, the report said, adding that talks could restart or another suitor could emerge. Merck is seeking deals that will strengthen its treatments portfolio to counter patent losses that will erode sales by $18 billion over the next five years.
- USA Rare Earth (USAR) shares rise after it entered into a non-binding letter of intent with the US Department of Commerce for $1.6 billion in funding in exchange for 16.1 million shares issued to the department as well as warrants. US Rare Earth also raised $1.5 billion in private investment to accelerate domestic heavy rare-earth production.
- Nvidia (NVDA) the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave (CRWV) to help speed up an effort to add more than 5 gigawatts of AI computing capacity by 2030. Nvidia purchased CoreWeave Class A common stock at $87.20 a share, the companies said Monday. As part of the collaboration, CoreWeave will be among the first to deploy forthcoming Nvidia products, including storage systems and a new central processing unit, or CPU. Nvidia, already a CoreWeave investor, previously agreed to buy more than $6 billion in services from the firm through 2032.

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On this episode of Stock Movers:
- Silver miners, like Hecla (HL) are set to continue outperforming the metal in 2026 as operating leverage, earnings momentum and investor preference for equities amplify gains from elevated prices.
- USA Rare Earth (USAR) shares soar as much as 62% in premarket trading after the Financial Times reported that the Trump administration is planning to invest $1.6 billion into the mining company.
- Revolution Medicines (RVMD) shares slide as much as 20% in premarket trading after the Wall Street Journal reported that Merck ended talks to acquire the biotech firm, citing people familiar with the matter.

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