Stock Movers

On this episode of Stock Movers:

-Netflix (NFLX) gave a disappointing forecast for earnings in the months ahead as it spends more on programming and works to close its $82.7 billion deal with Warner Bros. Discovery Inc.

-Charles Schwab (SCHW) reported a surge in average daily trading volume in the fourth quarter as retail investors sought to take advantage of the end of a strong year for the stock market.

-United Airlines (UAL) beat Wall Street estimates for the fourth quarter and anticipates a strong 2026, driven by demand from high-spending domestic passengers and international travelers.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Netflix (NFLX) shares fall after the streaming giant forecast first-quarter earnings below the average analyst estimate. The company also plans to pause its share buybacks in an effort to accumulate cash to fund the pending acquisition of Warner Bros.
- Johnson & Johnson’s (JNJ) fourth-quarter sales beat expectations, led by strong growth for several newer cancer treatments, while issuing higher-than-expected 2026 guidance despite a recent deal with the White House to give discounts on some of the company’s key drugs. Sales are projected to be in a range of between $100 billion and $101 billion this year — above the average of analyst estimates. The company sees adjusted earnings of as much as $11.63 a share for the year. J&J said fourth-quarter earnings of $2.46 a share excluding certain items were reduced by 10 cents due to the company’s $3.05 billion deal to buy Halda Therapeutics.
- United Airlines Holdings (UAL) beat Wall Street estimates for the fourth quarter and anticipates a strong 2026, driven by demand from high-spending domestic passengers and international travelers.United’s upbeat outlook for demand echoes predictions by Delta Air Lines Inc., though both carriers offered a more cautious view for 2026 after the US aviation industry emerged from a volatile year.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Burberry’s sales advanced over the key holiday period as shoppers snapped up the British brand’s tartan scarves and trench coats, especially in China, bolstering hopes of a luxury rebound. The company rose as much as 6.6% in early London trading on Wednesday, the most intraday since November.
- Barry Callebaut appointed former Unilever boss Hein Schumacher to succeed Peter Feld as chief executive officer, as the world’s biggest bulk chocolate maker grapples with the fallout from record cocoa prices. Barry Callebaut rose as much as 7.9% in Zurich trading.
- Danone fell as much as 12% before trimming the decline. Traders point to broker commentary around an announcement by the Singapore Food Agency recalling additional infant formula products.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Burberry’s sales advanced over the key holiday period as shoppers snapped up the British brand’s tartan scarves and trench coats, especially in China, bolstering hopes of a luxury rebound. The company rose as much as 6.6% in early London trading on Wednesday, the most intraday since November.
- Qiagen, the European molecular testing firm, is weighing strategic options including a potential sale amid fresh takeover interest, people with knowledge of the matter said. The stock soared as much as 7% in early Frankfurt trading to the highest level in almost a year.
- Rio Tinto Group’s copper production climbed 5% in the fourth quarter thanks to the expansion of underground operations at Oyu Tolgoi in Mongolia. Rio’s Australian-listed shares climbed on the numbers, trading up as much as 2.47% in late morning trading in Sydney.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Netflix (NFLX) shares fell as much as 5.1% in extended New York trading after streaming giant forecast first-quarter EPS below the average analyst estimate. The company also plans to pause its share buybacks in an effort to accumulate cash to fund the pending acquisition of Warner Bros.

- United Airlines (UAL) beat Wall Street estimates for the fourth quarter and anticipates a strong 2026 driven by demand from high-spending domestic passengers and international travelers. The airline reported adjusted earnings per share for the fourth quarter of $3.10 and expects its full-year earnings per share for 2026 to be in a range of $12 to $14.

- Boeing (BA) shares have recouped their losses following the midair near-disaster involving one of the company’s jets in January 2024.The company’s new leadership appears to have stabilized the business and put it on track for a recovery, with Boeing expected to deliver its first annual profit in seven years in 2026.

See omnystudio.com/listener for privacy information.

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.

- United Airlines (UAL) beat Wall Street estimates for the fourth quarter as it anticipates a strong 2026 driven by strong demand from high-spending domestic passengers and international travelers. The Chicago-based airline reported adjusted earnings per share for the fourth quarter of $3.10, better than the $2.92 analysts polled by Bloomberg expected on average.

- Netflix (NFLX) delivered fourth-quarter results that largely beat Wall Street estimates but issued a cautious forecast for the months ahead, citing higher program spending and the cost of closing its deal with Warner Bros. Discovery. The company plans to increase spending on films and TV shows by 10% in 2026 and forecasts earnings of 76 cents a share for the current quarter, below Wall Street estimates of 82 cents.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers: 

- Amazon (AMZN) sinks after Amazon CEO Andy Jassy said President Donald Trump's sweeping tariffs are starting to be reflected in the price of some items, as sellers weigh how to absorb the shock of the added costs.

- Netflix (NFLX) agreed to pay all cash for Warner Bros. Discovery, amending its $72 billion deal in an attempt to fight off Paramount's hostile takeover bid. Netflix originally agreed to buy the company with a mix of cash and stock. To sweeten the offer for shareholders, Netflix and Warner Bros. today announced that Netflix will pay all cash instead. If successful, Netflix's purchase will include HBO Max, WB Studios, and other assets.

- Intel (INTC) was upgraded to hold from reduce at HSBC, which noted that agentic artificial intelligence is driving upside to server CPU demand. Shares up 5.5%. Analyst Frank Lee says server CPU demand to outgrow supply, but growth still underestimated by Street

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- 3M (MMM) drops after the company said its' profit outlook fell narrowly short of Wall Street’s expectations for this year. Adjusted earnings will be $8.50 to $8.70 a share in 2026, the manufacturer said Tuesday in a statement. The midpoint was slightly below the $8.64 average of analyst estimates compiled by Bloomberg. Adjusted sales will climb about 4%, the company said.
- Strategy (MSTR) shares fall after the company acquired almost $2.13 billion in Bitcoin over the previous eight days, marking the digital asset treasury company’s largest purchase of the original cryptocurrency since July.
- ImmunityBio (IBRX) shares rise after the drug developer said it held a Type B End-of-Phase meeting with the US FDA regarding its supplemental application for its drug to treat bladder cancer. The FDA recommended that the company provide additional information to support a potential resubmission of the supplemental Biologics License Application (sBLA) for Anktiva in combination with Bacillus Calmette-Guérin (BCG.)

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Netflix (NFLX) shares rise after the company reached an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business. The changes are designed to expedite a sale and address claims by Paramount that its cash tender offer is superior.
- Applovin (APP) shares slump underperforming tech peers after a negative research report by CapitalWatch. The stock was also weighed down by a broader tech selloff amid rising geopolitical tensions.
- Intel (INTC) share rise after the company was was upgraded to hold from reduce at HSBC, which noted that agentic artificial intelligence is driving upside to server CPU demand. Shares up 0.2% premarket.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- 3M (MMM) shares fall after the industrial company gave an outlook for this year’s adjusted earnings per share with a midpoint below what analysts expected. JPMorgan says the company had a “mixed” end to 2025, with adjusted organic growth missing their estimate.
- Netflix (NFLX) reached an amended, all-cash agreement to buy Warner Bros. Discovery Inc.’s studio and streaming business as it battles Paramount Skydance Corp. to acquire one of Hollywood’s most iconic entertainment companies. Netflix, which previously agreed to pay $27.75 a share in cash and stock for the Warner assets, will pay the full amount in cash, according to a filing confirming an earlier Bloomberg News report on the revised terms. Warner Bros. plans to call a special meeting of shareholders to approve the deal. Netflix said stockholders should be able to vote on the transaction by April.
- GSK (GSK) agreed to buy Rapt Therapeutics (RAPT), a US-based biotech developing treatments for patients with inflammatory and immunologic diseases, in a deal valued at $2.2 billion.The UK drug company will pay $58 a share, equivalent to an equity value of $2.2 billion, according to a statement Tuesday. The price represents a premium of 65% compared with Rapt Therapeutics’ closing price of $35.10 on Monday.

See omnystudio.com/listener for privacy information.