Stock Movers

On this episode of Stock Movers:

- Cisco Systems (CSCO) is rising after the company unveiled a new all-in-one product called Unified Edge to help retail stores, health care facilities and factories use artificial intelligence with a single rack of equipment.

- Walt Disney Co. (DIS) is declining after it asked YouTube TV to restore the broadcast of its ABC network for Election Day. The fight over distribution fees drags on and is impacting subscribers.

- Pfizer (PFE) accused Novo Nordisk of trying to stifle competition in the weight-loss market by attempting to acquire obesity startup Metsera Inc., the second lawsuit in four days as Pfizer tries to retain its grip on a deal that Novo upended last week.

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On this episode of Stock Movers:

- Kimberly-Clark (KMB) shares sink after after the company agreed to buy Kenvue Inc. in a deal worth roughly $40 billion, providing a lifeline to the struggling Tylenol maker.
- Nvidia (NVDA) shares higher after Amazon announced their cloud unit signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for Nvidia's computing power.
- Microsoft (MSFT) shares rose after the company signed a roughly $9.7 billion deal to buy artificial intelligence computing capacity from IREN Ltd., becoming the Australian company’s largest customer.

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On this episode of Stock Movers:

- Kenvue (KVUE) shares rally after the company agreed to buy Kenvue Inc. in a deal worth roughly $40 billion, providing a lifeline to the struggling Tylenol maker.

-IREN (IREN) shares jump after Microsoft Corp. has signed a roughly $9.7 billion deal to buy artificial intelligence computing capacity from IREN Ltd., becoming the Australian company’s largest customer.

- Amazon (AMZN) shares higher after the company announced their cloud unit signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power. Amazon shares surged.

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On this episode of Stock Movers:
- Kenvue (KVUE) is soaring while Kimberly-Clark (KMB) is lower on news Kimberly-Clark agreed to buy the consumer health company in a cash and stock deal at an enterprise value of about $48.7 billion. Kimberly-Clark shares slump as much as 16% before the bell. Kenvue holders to get $3.50 per share in cash and 0.14625 Kimberly-Clark shares per Kenvue share
- Iren (IREN) is jumping after it announced it signed a five-year GPU cloud services contract with Microsoft (MSFT) valued at about $9.7 billion, and that it also entered into a $5.8 billion agreement with Dell Technologies (DELL) to purchase GPUs and related equipment.
- Cipher Mining (CIFR) is rising after signing a $5.5 billion, 15-year lease agreement with Amazon to provide turnkey space and power for AI workloads.

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On this episode of Stock Movers:
- Kenvue (KVUE) is soaring while Kimberly-Clark (KMB) is lower on news Kimberly-Clark agreed to buy the consumer health company in a cash and stock deal at an enterprise value of about $48.7 billion. Kimberly-Clark shares slump as much as 16% before the bell. Kenvue holders to get $3.50 per share in cash and 0.14625 Kimberly-Clark shares per Kenvue share
- Dell (DELL) is rising as Iren announced it signed a five-year GPU cloud services contract with Microsoft (MSFT) valued at about $9.7 billion, and that it also entered into a $5.8 billion agreement with Dell Technologies (DELL) to purchase GPUs and related equipment. Iren (IREN) is jumping on the news as well.
- Marsh & McClenon (MMC) is lower after Bank of America Global Research cut the recommendation on Marsh & McLennan to underperform from neutral. The price target is set to $181, implying a 1.6% increase from last price.

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On this episode of Stock Movers:
- Ryanair CEO Michael O'Leary struck a note of caution on UK taxes even as the airline beat earnings estimates and expects to exceed its passenger growth target for the full year.
- A2A shares reached their highest since March 2008, as Morgan Stanley upgrades to overweight, saying the firm is an “under-the-radar” potential beneficiary of a data center build-out.
- Mercedes shares rose after DZ Bank AG raised its recommendation on the German automaker from hold to buy.

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On this episode of Stock Movers:
- BP agreed to divest stakes in US shale assets to Sixth Street for $1.5 billion as it seeks to shore up its balance sheet and win back investor confidence.
- Campari Group shares fell after Italian prosecutors ordered the seizure of around €1.3 billion ($1.5 billion) in shares from the holding company that controls the drinks maker.
- Ryanair CEO Michael O'Leary struck a note of caution on UK taxes even as the airline beat earnings estimates and expects to exceed its passenger growth target for the full year.

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On this episode of Stock Movers, we take a look at some of the week's biggest movers:

• Fiserv (FI) ended the week down nearly 47% after the fintech firm slashed its full-year earnings guidance. Chief Executive Officer Mike Lyons, who took the reins in February, said he discovered that Fiserv wasn’t going to be able to deliver on its previous promises to investors after he undertook a broad-based review of the business in recent months. 
• Alexandria Real Estate (ARE) ended the week lower after the health-care REIT cut its adjusted FFO guidance for 2025 and posted 3Q results that fell short of expectations. Cantor Fitzgerald called the report “as tough as it gets.”
• Chipotle (CMG) ended the week down 23% after cutting guidance for the third time this year. The company saw a broad pullback in visit frequency across all income cohorts, though lower-income consumers were particularly strained. “The consumer slowdown is really affecting our business in a meaningful way,” Chief Executive Officer Scott Boatwright said in a call with analysts on Wednesday

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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 David Gura, Katie Greifeld, Tim Stenovec and Carol Massar.

On this episode of Stock Movers:

• Netflix (NFLX) ends the day up 2.7% after the streaming giant’s board approved a ten-for-one forward stock split to reset its share price to a range that will be more accessible to employees in its option program.
• Amazon (AMZN) soars 9.6% after the e-commerce and cloud-computing company reported third-quarter results that beat expectations, with its Amazon Web Services (AWS) business especially strong. It also gave a positive forecast.
• Dexcom (DXCM) sinks 14.6% lower after the medical-equipment company gave a 2026 growth outlook that is seen as cautious, although many analysts view it as conservative.

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On this episode of stock movers,

• Apple (AAPL) shares rise slightly after the company delivered mixed results in the latest quarter, including a surprise sales decline in China, tempering investor excitement for what promises to be a busy holiday season. Though the company’s total revenue topped analysts’ estimates in the September quarter, iPhone supply constraints weighed on results — especially in China. The good news: Apple expects to bounce back sharply in the current period, with growth returning to China and overall sales rising at a faster-than-anticipated clip.
• Amazon (AMZN) shares climb after they posted bust cloud growth that reassured investors that the tens of billions of dollars the company and its peers are pouring into artificial intelligence will pay off. In the third quarter, Amazon Web Services generated $33 billion in revenue, a 20% increase from a year earlier, the company said in a statement on Thursday.
• Netflix (NFLX) shares rise after the streaming giant’s board approved a ten-for-one forward stock split to reset its share price to a range that will be more accessible to employees in its option program.

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