Stock Movers

On this episode of Stock Movers:
- Shares of CME Group (CME) dipped in the premarket session after trading of futures and options on the Chicago Mercantile Exchange was halted by a data-center fault, causing hours of disruption to markets across equities, foreign exchange, bonds and commodities. The malfunction was caused by cooling system problems at a data center in the Chicago area, according to facility operator CyrusOne. Engineering teams have restarted several chillers and deployed temporary cooling equipment, a spokesperson said, without giving a time for the resumption of normal operations.
- Shares of Oracle (ORCL) declined in early trading after Morgan Stanley warned a gauge of risk on Oracle Corp.’s debt reached a three-year high in November, and things are only going to get worse in 2026 unless the database giant is able to assuage investor anxiety about a massive artificial intelligence spending spree. A funding gap, swelling balance sheet and obsolescence risk are just some of the hazards Oracle is facing, according to Lindsay Tyler and David Hamburger, credit analysts at the brokerage. The cost of insuring Oracle Corp.’s debt against default over the next five years rose to 1.25 percentage point a year on Tuesday, according to ICE Data Services.
- Shares of Sandisk (SNDK) rallied ahead of the US market open on reports Japan and the US are considering building a NAND flash memory plant in the US through a public-private partnership with Kioxia Holdings and SanDisk seen as the main investors. According to Nikkan Kogyo, challenges to plan including disagreements over capital structure and management control, as well as potential Chinese regulatory issues.

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On this episode of Stock Movers:
- Delivery Hero is facing pressure from several large shareholders to conduct a strategic review amid increasing consolidation in the food-delivery industry, people with knowledge of the matter said.The stock rallied in early trading on Friday, rising as much as 8.2%.
- Domino’s Pizza shares drop as much as 1.5% after analysts at UBS downgraded the pizza seller, citing a lack of near-term catalysts.
- Mitchells & Butlers shares climb as much as 8.2% on Friday, the most since May 2024, after the pub operator reported strong full-year results and robust current trading. Tiwa Adebayo

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On this episode of Stock Movers:
- Delivery Hero is facing pressure from several large shareholders to conduct a strategic review amid increasing consolidation in the food-delivery industry, people with knowledge of the matter said.The stock rallied in early trading on Friday, rising as much as 8.2%.
- EasyJet shares rise as much as 3.1% to a six-week high. The budget airline offers a cheap play to benefit from supply-constraint tailwinds in the industry, according to Bernstein, which upgrades the stock to outperform from market-perform.
- Whitbread drops 8% after a double-downgrade at Bernstein.

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On this episode of Stock Movers:
- Puma shares surge as much as 14%, the most in two months, as Chinese sports apparel company Anta Sports Products is among firms exploring a potential takeover, Bloomberg reported. Square Global Markets says Anta Sports is best placed among potential bidders for an offer.
- Boohoo shares soar as much as 24%, the most since April, after the group’s 1H results showed momentum in its Debenhams business. It also gave full-year ebitda guidance which RBC analysts say was above what they would have expected.
- Shares of Unite Group touched their lowest level in 10 years after Britain’s biggest student housing provider warned that a weak market will push its earnings down by as much as 10% next fiscal year.

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On this episode of Stock Movers:
- Puma shares surge as much as 14%, the most in two months, as Chinese sports apparel company Anta Sports Products is among firms exploring a potential takeover, Bloomberg reported. Square Global Markets says Anta Sports is best placed among potential bidders for an offer.
- Remy Cointreau shares rise 3.6% in Tradegate activity after the French spirits maker reported better-than-feared sales growth in the first half. Jefferies notes that expectations of flat growth in the second half set the stage for the stock’s stabilization, after a year of losses and a guidance cut last month.
- Deutsche Boerse shares rise as much as 3.5% after JPMorgan upgraded the German exchange operator to overweight from neutral, with analysts saying the current valuation of the shares fails to reflect the quality and diversification of the business.

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On this episode of Stock Movers:

- Robinhood (HOOD) shares traded higher as much as 7.5% on Wednesday after the company announced that it is are buying a majority stake in LedgerX, a US-based derivatives exchange once owned by FTX and now run by Miami International Holdings Inc., alongside Susquehanna International Group. The deal gives the companies access to the prediction markets.

- Dell (DELL) raised its annual projections for the key artificial intelligence server market, a sign of sustained demand for the type of machines needed in the current data center boom. Dell booked $12.3 billion of AI server orders in the fiscal third quarter, which ended Oct. 31, the company said Tuesday in a statement. Dell shipped $5.6 billion worth of the servers and ended the quarter with backlog of $18.4 billion. The company raised shipment projections for the year to $25 billion from $20 billion. Shares rallied in extended trading after earnings on Tuesday and continued to rally on Wednesday.

- Deere (DE) weak forecast for the year ahead reinforces the difficulty in predicting a recovery in the US farm economy as uncertainty continues to swirl over the impact of tariffs and trade deals. Shares of the world’s biggest farm machinery maker fell as much as 5.7% in New York as the company’s first profit outlook for 2026 fell short of expectations. The forecast underscores how the agriculture sector remains in the dark even after a US trade agreement resumes crop shipments to China.

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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:

- Dell Technologies (DELL) finished 5.8% higher on the day, after reporting earnings yesterday evening. The company raised its annual projections for the AI server market due to sustained demand for machines needed in the current data center boom.

- Urban Outfitters (URBN) finished the day with a gain of 13%. Yesterday, the apparel company reported net sales for the third quarter that beat the average analyst estimate. The owner of the Anthropologie and Free People brand followed positive reports from peers Abercrombie and Gap.

- Deere (DE) shares are under pressure, finishing 5.67% lower after the company put out a weak forecast, and investors are reacting negatively. The farm equipment maker is struggling because tariffs have hurt demand for crops, which means farmers have less money to spend on new machinery.

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On this episode of Stock Movers:

- Deere (DE) shares are under pressure after the company put out a weak forecast, and investors are reacting negatively. The farm equipment maker is struggling because tariffs have hurt demand for crops, which means farmers have less money to spend on new machinery.

- HP Inc. (HPQ) stock is down after reporting outlook below expectations yesterday. HP blamed the high cost of memory chips that go into computers. HP, which makes computers and printers, also said it will cut 4,000 to 6,000 employees over the next two years and replace them with AI tools.

- Workday (WDAY) results beat estimates, but there are questions from analysts about how much of that is from an acquisition it made in October, and how much is organic growth. Bloomberg Intelligence pointed out that large companies are cutting workers, so it'll be hard for Workday to take on new clients. The stock is lower.

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On this episode of Stock Movers:
- Nvidia (NVDA) shares and the broader market are pacing ahead, despite an earlier report that Chinese regulators blocked ByteDance from using its chips in new data centers. While the company has plenty of demand to offset lost Chinese revenue for now, it remains a lingering headwind longer-term.
- Dell (DELL) shares rise after the company raised its annual projections for the AI server market due to sustained demand for machines needed in the current data center boom.
- Hewlett Packard Enterprise (HPE) shares fall after announcing that the Defense Information Systems Agency, a combat support agency of the Department of War, has awarded the company with Production Other Transaction Authority.

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On this episode of Stock Movers:
- Deere (DE) shares fall after the company released a weak forecast for the year ahead. This reinforces the difficulty in predicting a recovery in the US farm economy as uncertainty continues to swirl over the impact of tariffs and trade deals.
- Petco (WOOF) shares jump after the pet health and wellness company raised its full-year forecast for adjusted Ebitda. But according to Bloomberg Intelligence: Near term, efforts to reignite sales stand to weigh on 2026 Ebitda margins, which are likely to remain around 6-7%.
- Urban Outfitters (URBN) shares jump after the apparel company reported net sales for the third quarter that beat the average analyst estimate. The owner of the Anthropologie and Free People brand follows positive reports from peers Abercrombie and Gap.

See omnystudio.com/listener for privacy information.