Stock Movers

On this episode of Stock Movers:
- Schneider Electric announced a share buyback program of as much as €3.5 billion ($4.1 billion) through 2030 as it targets growing profitability over the next five years, driven by artificial intelligence and electrification.
- Analysts including Monique Pollard downgraded Delivery Hero to sell. The rare sell rating is based on increasing competition in Middle East and North Africa region.
- Contract that Exosens signed to supply night-vision technology to the Organization for Joint Armament Cooperation is supportive after recent selloff in defense names, Bernstein says. Exosens gains as much as 9.3% to a record high.

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On this episode of Stock Movers:

- Oracle (ORCL) released earnings after the bell. The stock fell in extended trading after reporting a jump in spending on AI data centers and other equipment that is taking longer to translate into cloud revenue than investors want.

- GE Vernova (GEV) had its biggest one-day gain on record, closing 15.6% higher. Shares soared after the company doubled its dividend, increased the scope for share buybacks and raised earnings projections. The company has benefited from US demand for electricity driven by data centers, artificial intelligence and overall electrification of the economy, with shares rising about 90% this year.

- Uber (UBER) shares declined on Wednesday as Wedbush analyst Scott Devitt sees Tesla and Waymo ramping up their autonomous vehicle efforts into 2026, thereby threatening current rideshare services. Uber also recently discontinued its monthly EV bonuses. 

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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, Tim Stenovec and Carol Massar.

On this episode of Stock Movers:

- GE Vernova (GEV) had its biggest one-day gain on record, closing 15.6% higher. Shares soared after the company doubled its dividend, increased the scope for share buybacks and raised earnings projections. The company has benefited from US demand for electricity driven by data centers, artificial intelligence and overall electrification of the economy, with shares rising about 90% this year.

- Warner Bros Discovery (WBD) is up for the fourth day in a row, 4.49% higher at the close. President Trump says CNN should be sold “along with everything else” as part of the potential acquisition of Warner Bros. Discovery by Paramount Skydance or Netflix and that he “will be involved” in the process. 

- Oracle (ORCL) released earnings after the bell. The stock fell 6% in afterhours trading after the company posted disappointing cloud revenue, suggesting it will take longer than expected for Oracle's recent huge AI bookings to pay off.

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On this episode of Stock Movers:
Cracker Barrel Old Country Store (CBRL) declines as it expects sales to fall faster than it previously forecast, showing the country-themed restaurant chain is still struggling following a backlash to its failed logo change earlier this year.
GameStop (GME) slides after the video-game retailer reported net sales for the third quarter that declined nearly 5% year-over-year.
PepsiCo (PEP) rises after JPMorgan upgrades to overweight, citing an “accelerated agenda of innovation and marketing spending fueled by strong productivity savings.”

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On this episode of Stock Movers:
- GE Vernova (GEV) shares soar after the company doubled its dividend, increased the scope for share buybacks and raised earnings projections. The company has benefited from US demand for electricity driven by data centers, artificial intelligence and overall electrification of the economy, with shares rising about 90% this year.
- Oracle (ORCL) shares are down ahead of quarterly earnings. Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different for the database software maker and the AI trade in general.
- Cracker Barrel Old Country Store (CBRL) drops as it expects sales to fall faster than it previously forecast, showing the country-themed restaurant chain is still struggling following a backlash to its failed logo change earlier this year.

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On this episode of Stock Movers:
- Chinese artificial intelligence startup DeepSeek has relied on Nvidia Corp. chips that are banned in the country to develop an upcoming AI model, according to a new report in The Information.
- Cracker Barrel (CBRL) shares drop after the casual dining chain reported weaker-than-expected sales results for its first quarter, and cut its annual sales and profit guidance. Traffic declined 7.3% in the quarter, and is even worse so far this period.
- GameStop (GME) shares slide after the video-game retailer reported net sales for the third quarter that declined nearly 5% year-over-year.

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On this episode of Stock Movers:
- ByteDance and Alibaba have inquired about placing large orders for Nvidia’s (NVDA) H200 chip since President Donald Trump said he would allow its export to China, Reuters reports, citing people familiar with the matter.
- GE Vernova (GEV) shares rally as much as 6.8% in premarket trading on Wednesday after the electric power company boosted its buyback to $10 billion, doubled its dividend to 50c, affirmed some aspects of its 2025 guidance and presented its 2026 financial guidance.
- The US Navy is turning to Palantir Technologies (PLTR) as part of its years-long effort to speed up submarine production, in a bet that the company’s analytics capabilities can better expose supply-chain problems.

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On this episode of Stock Movers:
- Aegon the Netherlands-based insurer which generates the majority of its profit from the US, confirmed that it will move its headquarters there and rename itself Transamerica Inc.
- Siemens Energy may be active after GE Vernova doubled its dividend, increased its scope for share buybacks and increased earnings projections at its investor day in New York. Analysts at Morgan Stanley see a positive read-across from the US maker of electric generation equipment’s updated 2028 targets.
- Oddo BHF analyst Anthony Dick cut the recommendation on Ferrari NV to neutral from outperform.

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On this episode of Stock Movers:
- Aegon the Netherlands-based insurer which generates the majority of its profit from the US, confirmed that it will move its headquarters there and rename itself Transamerica Inc.
- Cicor Technologies fell the most in more than five years after it cut its guidance, citing lower-than-expected demand in Germany and adverse currency effects.
- Berkeley Group shares rise as much as 2.1% as the housebuilder delivers first-half profits that beat analysts’ forecasts and leaves full-year guidance unchanged.

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On this episode of Stock Movers:

• GE Vernova (GEV) shares rose in afterhours trading after the US manufacturer of power generation equipment, doubled its dividend and increased its scope for share buybacks while increasing earnings projections amid soaring demand for electricity. At its investor day in New York Tuesday, the company estimated future earnings beyond 2028 to $52 billion from $45 billion and raised its adjusted earnings before interest, taxes, depreciation and amortization margin for the same period to 20% from 14%. 
• AeroVironment (AVAV) shares slipped postmarket  after the maker of drones cut its fiscal year adjusted earnings per share outlook.
• JPMorgan (JPM) shares dropped 4.7% to $300.51 in New York Tuesday, their biggest decline in eight months. The bank's executive Marianne Lake said the bank anticipates spending $105 billion next year, an outlook that surpasses analyst estimates and sent shares falling Tuesday.

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