Stock Movers

On this episode of Stock Movers:
- Vestas Wind Systems jumped after the Danish wind developer said it is launching a new share buyback program of as much as €150 million ($172 million).
- Siemens Healthineers expects the impact from tariffs to roughly double to €400 million ($460 million) in fiscal 2026, according to Chief Financial Officer Jochen Schmitz.
- Novo Nordisk pared its forecast for a fourth time this year on lagging sales of its blockbuster drugs Wegovy and Ozempic, underscoring the urgency facing its new chief executive.

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On this episode of Stock Movers:

- Arista Networks (ANET) shares fell more than 11% in postmarket trading after the company’s forecast for adjusted gross margin in the fourth quarter fell short of the average analyst estimate.

- Axon (AXON) drops 20% postmarket after the Taser maker reported disappointing third-quarter adjusted EPS and agreed to buy emergency tech company Carbyne in a deal valuing the company at $625 million.

- Advanced Micro Devices (AMD) failed to impress investors with its revenue forecast, with fourth-quarter revenue expected to be roughly $9.6 billion. The company's shares fell about 3% in extended trading following the announcement, after more than doubling this year heading into the earnings report.

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On this episode of Stock Movers:

- Palantir Technologies (PLTR) shares fall, taking a breather after rallying more than 170% this year. The data-analysis software company raised its full-year forecast and reported third-quarter results that beat expectations. While analysts are broadly positive on the report, they flag concerns over the stock’s premium valuation.

- Novo Nordisk (NVO) is down. The company confirms it has submitted an updated proposal to buy Metsera (MTSR) and says it believes the bid “complies with all applicable laws.”

- Uber Technologies (UBER) shares fell after the company issued a muted adjusted earnings forecast and said legal charges ate into its third-quarter profits.

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On this episode of Stock Movers:
- Palantir Technologies (PLTR) shares fall, taking a breather after rallying more than 170% this year. The data-analysis software company raised its full-year forecast and reported third-quarter results that beat expectations. While analysts are broadly positive on the report, they flag concerns over the stock’s premium valuation.
- Novo Nordisk (NVO) confirms it has submitted an updated proposal to buy Metsera and says it believes the bid “complies with all applicable laws.”
- Spotify Technology (SPOT) reported active users and revenue in the third quarter that surpassed analysts’ expectations, easing concerns about co-founder and Chief Executive Officer Daniel Ek stepping down at the end of the year. Monthly active users climbed 11% from a year earlier to 713 million, exceeding analysts’ estimates of 710.6 million. The Stockholm-based company said revenue gained 7% to €4.27 billion ($4.9 billion), also beating expectations. Premium subscribers were roughly in line with projections.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Palantir Technologies (PLTR) shares fall, taking a breather after rallying more than 170% this year. The data-analysis software company raised its full-year forecast and reported third-quarter results that beat expectations. While analysts are broadly positive on the report, they flag concerns over the stock’s premium valuation.
- Uber Technologies (UBER) posted its strongest quarterly growth since late 2023 as customers ordered more rides and deliveries than expected, a sign the company’s efforts to offer a wider range of services in more geographies are bearing fruit.
- Yum! Brands (YUM) shares are up after the owner of the KFC and Taco Bell chains reported adjusted earnings per share for the third quarter that beat the average analyst estimate. The company also initiated a strategic review for its struggling Pizza Hut chain.

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On this episode of Stock Movers:
- Palantir Technologies (PLTR) shares fall as much as 6.1% in premarket trading on Tuesday, taking a breather after rallying more than 170% this year. The data-analysis software company raised its full-year forecast and reported third-quarter results that beat expectations. While analysts are broadly positive on the report, they flag concerns over the stock’s premium valuation.
- Hertz (HTZ) reported adjusted earnings per share for the third quarter that beat the average analyst estimate.
- Uber Technologies (UBER) posted its strongest quarterly growth since late 2023 as customers ordered more rides and deliveries than expected, a sign the company’s efforts to offer a wider range of services in more geographies are bearing fruit.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Palantir Technologies (PLTR) shares fall as much as 6.1% in premarket trading on Tuesday, taking a breather after rallying more than 170% this year. The data-analysis software company raised its full-year forecast and reported third-quarter results that beat expectations. While analysts are broadly positive on the report, they flag concerns over the stock’s premium valuation.
- Uber Technologies (UBER) posted its strongest quarterly growth since late 2023 as customers ordered more rides and deliveries than expected, a sign the company’s efforts to offer a wider range of services in more geographies are bearing fruit.
- Pfizer (PFE) raised its 2025 profit forecast for the second time this year, as ongoing cost cuts helped make up for slow sales growth that’s driving its battle for the obesity start up Metsera Inc.

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On this episode of Stock Movers:
- Associated British Foods said it is conducting a review that could lead to a separation of the Primark clothing retailer from the rest of its business.
- Telefonica shares fell the most in more than five years after Spain’s largest telecom operator by revenue announced it will slash 2026 dividend by half.
- Royal Philips' stock rose after the Dutch medical technology firm reported better-than-expected adjusted Ebita for 3Q.

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On this episode of Stock Movers:

- Palantir (PLTR) raised its annual revenue outlook to $4.4 billion and outpaced analyst estimates for third-quarter sales, citing “accelerating and otherworldly” growth for its artificial intelligence and data analytics products. Palantir shares gained as much as 7% in after-hours trading following the report, before giving up most of those gains. Investors had high expectations for the company and had sent shares up more than 150% thus far this year. The stock was priced at 85-times sales expected over the next 12 months, as of Friday, making it by far the most expensive in the S&P 500 Index.

- Amazon (AMZN)'s cloud unit has signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power. Amazon shares jumped. The ChatGPT maker will pay Amazon Web Services for access to hundreds of thousands of Nvidia Corp. graphics processing units as part of a seven-year deal, the companies announced on Monday. Amazon is the world’s largest seller of rented computing power. But until Monday, AWS had been an outlier, having watched as just about every other significant cloud-computing company in the US joined the ranks of those building or retrofitting data centers to back OpenAI.

- Ares Management (ARES) posted a surge in earnings tied to its secondaries business as institutional investors continue to offload their exposure to private equity in an effort to shore up liquidity. The alternative asset manager reported $74 million of fee-related earnings for its secondaries unit in the third quarter, up 167% from the same period last year, according to a statement Monday. The vast share of new commitments were dedicated to private equity secondaries. Shares of Ares rose more than 5% on the news.

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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:

- Amazon (AMZN) was up 4% at the close. Analysts raised price targets after Amazon reported earnings last week. Amazon's gains continued today after the tech giant’s cloud unit signed a $38 billion deal to supply OpenAI with Nvidia graphics processing units as part of a seven-year deal.

- Cipher Mining (CIFR) closed 22% higher, after a deal signed with Amazon. The company signed a $5.5 billion, 15-year lease agreement to provide turnkey space and power for AI workloads. The firm also reported adjusted earnings per share for the third quarter that beat the average analyst estimate.  

- Palantir rose as much as 4% in afterhours trading on its earnings report. Palantir Technologies raised its annual revenue outlook to $4.4 billion and outpaced analyst estimates for third-quarter sales, citing “accelerating and otherworldly” growth for its artificial intelligence and data analytics products.

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