Stock Movers

On this episode of Stock Movers:

- Capital One (COF), American Express (AMEX), Visa (V), along with shares of other US banks sank after President Donald Trump called on credit-card companies to cap interest rates at 10% for a year, a move that could wipe out billions in profits for one of the banking industry’s biggest businesses. Capital One, the largest US card issuer, tumbled as much as 8.2% in New York, the biggest intraday decline in nine months, after the president surprised the industry with a move he said could go into effect next week. American Express dropped 4.2% and JPMorgan Chase & Co., No. 2 in the card rankings, dropped 1.6%. Card interest rates, which have been hovering above 20% in recent years, have been a target of US lawmakers on both sides of the aisle, with bills popping up proposing similar caps and meeting stiff resistance from the industry. Trump, speaking Sunday to reporters, set a Jan. 20 deadline for companies to comply or risk being “in violation of the law.”

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On this episode of Stock Movers:
- Capital One (COF) shares sink after President Donald Trump called on credit-card companies to cap interest rates at 10% for a year. The cap proposed by the president could wipe out earnings from cards for a year and ruin card economics, according to Mike Mayo, an analyst at Wells Fargo & Co.
- UnitedHealth (UNH) shares fall after a new Senate report found that the company used “aggressive strategies” to maximize diagnoses and boost payments for patients on private Medicare health plans. This adds to pressure on the largest US health insurer.
- Shake Shack (SHAK) shares slip after the burger chain reported preliminary fourth-quarter sales below Wall Street estimates. It's another sign of struggles in the fast-casual restaurant sector.

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On this episode of Stock Movers:
- Capital One (COF) shares sink after President Donald Trump called on credit-card companies to cap interest rates at 10% for a year. The cap proposed by the president could wipe out earnings from cards for a year and ruin card economics, according to Mike Mayo, an analyst at Wells Fargo & Co.
- Abercrombie & Fitch (ANF) shares sank after holiday sales disappointed investors, helping spark a selloff in retail stocks. The company now expects fourth-quarter sales growth of around 5%, the mid-point of its prior range, and didn’t raise its outlook.
- Medline (MDLN) shares rise as analysts started coverage on the medical supplier, which went public last month. Firms are largely positive on its prospects.

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On this episode of Stock Movers:
- A selloff in shares in credit card firms and banks following Trump comments about capping interest rates casts a pall over the US financial sector ahead of a big earnings week for US firms. Trump said that credit-card lenders would be “in violation of the law” if they don’t heed his call to cap interest rates at 10% for one year. That’s sent shares of card issuers such as Capital One, American Express, Citigroup and JPMorgan lower in US pre-market trading, and also weighed on Barclays, which has a US credit card business. Credit card interest rates have been above 20% in recent years and are highly profitable for lenders.
-Allegiant (ALGT) and Sun Country Airlines (SNCY) announced a definitive merger agreement under which Allegiant will acquire Sun Country in a cash and stock transaction at an implied value of $18.89 per Sun Country share.
- Shake Shack (SHAK) shares sink the burger chain reported preliminary revenue for the fourth quarter that missed the consensus estimate.

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On this episode of Stock Movers:
- Shares in credit card and banking firms slide in premarket trading on Monday as President Donald Trump said credit-card lenders would be “in violation of the law” if the firms don’t cap interest rates at 10% for one year.
- UnitedHealth shares slip as much as 3.1% in premarket trading after the Wall Street Journal reported that a Senate committee investigating the company’s practices found that the health insurer deployed “aggressive tactics” to collect payment-boosting diagnoses for its Medicare Advantage members.

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On this episode of Stock Movers:
- An index of precious metals and mining shares in Johannesburg rallied as much as 5.2%, touching its highest intraday level ever, after gold and silver hit records as the US Justice Department threatened the Federal Reserve with a criminal indictment, reviving concerns over its independence. Fresnillo jumped as much as 6.7%.
- Barclays falls as much as 4.8% after President Donald Trump said that credit-card lenders would be “in violation of the law” if they don’t heed his call to cap interest rates at 10% for one year.
- Abivax’s shares surged as much as 31% in early Paris trading as speculation mounted over a possible takeover of the French biotech.

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On this episode of Stock Movers:
- European defense stocks rise on Monday as JPMorgan raises its price target on a number of names in the sector and as Greenland tensions continue. A Bloomberg basket of European defense shares hits a record high, gaining as much as 1.2%. BAE Systems was up by 2.5% by 8:39 a.m. in Frankfurt
- Barclays falls as much as 4.8% after President Donald Trump said that credit-card lenders would be “in violation of the law” if they don’t heed his call to cap interest rates at 10% for one year.
- Morgan Stanley currently prefers software over IT Services, saying the latter group is unlikely to see any form of clear rally in 2026. Capgemini falls as much as 5.4%,

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On this episode of Stock Movers, we take a look at some of the biggest gainers and decliners from the week:

- SanDisk (SNDK) shares rallied this week and was the best performer in the S&P 500 on Tuesday, soaring more than 22%. It came on the heels of Nvidia's roll out of new products at CES and CEO Jensen Huang mentioning storage as an "unserved market" in tech.

- Intel (INTC) shares gained the most since September after President Donald Trump touted the technological progress — and stock-market performance — of the long-struggling chipmaker. Trump met with Intel Chief Executive Officer Lip-Bu Tan on Thursday at the White House, where the two men discussed the company’s new line of processors following the US government’s purchase of shares in the chipmaker. Intel shares jumped 11% to $45.55 in New York on Friday following the remarks, the biggest single-day increase since Sept. 18. After an 84% gain in 2025, the stock is now up about 23% so far this year.

- Builders FirstSource (BLDR) soared this week along with shares in other homebuilder and mortgage-linked companies in response to President Donald Trump saying he’s directing Fannie Mae and Freddie Mac to purchase $200 billion in mortgage bond. In a move he cast as an effort to bring down housing costs. Fannie and Freddie common shares inched higher as analysts voiced mixed opinions about the impact of Trump’s move on long-simmering efforts to release the mortgage-finance giants from the government’s grip.

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On this episode of Stock Movers:

- Shares of major retailers like dropped after it became clear that the Supreme Court wouldn’t release its highly anticipated tariff ruling on Friday. Under Armour (UA) and Kohl’s (KSS) both tumbled as much as 6%, with many other stocks including Lululemon Athletica, Best Buy and American Eagle Outfitters falling as well. The court is reviewing challenges to President Donald Trump’s tariffs, which have plagued margins for retailers and led to higher prices. The court hasn’t said when it will issue its next opinion but could schedule more releases in the next two weeks. 

- Intel (INTC) shares rise as much as 9.2% to $44.90 on Friday, hitting their highest level since April 2024, after President Donald Trump praised Intel CEO Lip-Bu Tan on social media after a meeting between the two. In a post to his Truth Social network, Trump hailed what he called progress at Santa Clara, California-based Intel, whose shares are up more than 70% since plans emerged last year for the federal government to buy as much as 10% of the company. So far, the US has amassed a roughly 5.5% stake, with more set to be acquired. 

- Chipotle (CMG) and Cava (CAVA) shares are trading higher Friday after Telsey Advisory Group analyst Sarang Vora initiates coverage of the two restaurant operators with a rating of outperform.

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On this episode of Stock Movers:
- Mattel (MAT), Nike are among the consumer stocks falling after the US Supreme Court did not issue an opinion on the legality of IEEPA tariffs. The court could issue more opinions in the next two weeks as the justices have return from their holiday recess.
-General Motors (GM) shares drop after news the automaker will take another $6 billion in charges tied to production cutbacks in its electric vehicle and battery operations.
-Southwest Airlines (LUV) shares climbed after JPMorgan raised its recommendation on the carrier to overweight from underweight, seeing an increase in its earnings-per-share guidance as likely. The analyst also added the stock to their Positive Catalyst Watch list ahead of an upcoming earnings report.

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