Stock Movers

On this episode of Stock Movers:

- MP Materials (MP) saw shares rise on a day where stocks fell sharply across sectors following President Donald Trump threat of a “massive increase” in China tariffs shook Wall Street at the end of an already-volatile week. The trade jitters sent investors rushing into companies like the rare Earth producer. MP Materials saw shares rise to its highest levels since August 11.

- Applied Digital (APLD) shares rallied after the firm said it’s now in advanced discussions with a hyperscaler client for its second data center campus in North Dakota. First-quarter revenue was well ahead of estimates due to one-time income from tenant fit-out services.

- Levi (LEVI) raised its full-year outlook, but warned that tariffs are starting to bite.  “We have started feeling the impact of tariffs” in the third quarter, Chief Financial Officer Harmit Singh said in an interview. Despite this, Levi’s profitability, as measured by gross margin, improved. The company said that gross margin was bolstered by higher prices and a larger volume of sales through more profitable channels. Levi continues to expect tariffs of 30% in China, but increased its expectation to 20% for the rest of the world, up from the 10% it projected a quarter earlier. Levi shares fell in New York on Friday. The stock has climbed 42% this year through Thursday’s close. 

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On this episode of Stock Movers:
- Applied Digital (APLD) shares rise after the firm said it’s now in advanced discussions with a hyperscaler client for its second data center campus in North Dakota. First-quarter revenue was well ahead of estimates due to one-time income from tenant fit-out services.
- Levi (LEVI) shares fall after the company raised its full-year outlook, but warned that tariffs are starting to bite. The company said that gross margin was bolstered by higher prices and a larger volume of sales through more profitable channels. Levi continues to expect tariffs of 30% in China, but increased its expectation to 20% for the rest of the world, up from the 10% it projected a quarter earlier.
- Mosaic (MOS) shares drop after the fertilizer company said that third-quarter phosphate production fell below what management expected, citing mechanical issues at one plant and utility interruptions at another. Preliminary sales volumes for phosphates fell short of what analysts expected.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Qualcomm (QCOM) shares fall after China slapped new port fees on US ships and started an antitrust investigation into the company. It's the latest in a string of tit-for-tat moves as Presidents Xi Jinping and Donald Trump jockey for leverage before a key meeting to discuss trade and other issues.
- Mosaic (MOS) shares drop after the fertilizer company said that third-quarter phosphate production fell below what management expected, citing mechanical issues at one plant and utility interruptions at another. Preliminary sales volumes for phosphates fell short of what analysts expected.
- Levi (LEVI) shares are down after the company raised its full-year outlook, but warned that tariffs are starting to bite. The company said that gross margin was bolstered by higher prices and a larger volume of sales through more profitable channels. Levi continues to expect tariffs of 30% in China, but increased its expectation to 20% for the rest of the world, up from the 10% it projected a quarter earlier.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Qualcomm (QCOM) is lower on news China is probing Qualcomm for suspected violation of the anti-monopoly law, according to a statement from the State Administration for Market Regulation. Qualcomm failed to meet China’s anti-monopoly requirement of reporting acquisition of Autotalks, a direct vehicle-to-everything communication solutions provider, to the regulator, the statement says.
- Applied Digital (APLD) is higher after the firm said it’s now in advanced discussions with a hyperscaler client for its second data center campus in North Dakota. First-quarter revenue was well ahead of estimates due to one-time income from tenant fit-out services.
- Levi (LEVI) shares are lower. It raised its full-year outlook, but warned that tariffs are starting to bite. The company's gross margin improved due to higher prices and a larger volume of sales through more profitable channels.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Qualcomm (QCOM) is lower on news China is probing Qualcomm for suspected violation of the anti-monopoly law, according to a statement from the State Administration for Market Regulation. Qualcomm failed to meet China’s anti-monopoly requirement of reporting acquisition of Autotalks, a direct vehicle-to-everything communication solutions provider, to the regulator, the statement says.
- Applied Digital (APLD) is higher after the firm said it’s now in advanced discussions with a hyperscaler client for its second data center campus in North Dakota. First-quarter revenue was well ahead of estimates due to one-time income from tenant fit-out services.
- Levi (LEVI) shares are lower. It raised its full-year outlook, but warned that tariffs are starting to bite. The company's gross margin improved due to higher prices and a larger volume of sales through more profitable channels.
- Critical Metals (CRML) is rising again on speculation of a US equity stake.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Stellantis gained after saying its third quarter shipments rose 13% on surging sales in North America, pointing to a recovery for the carmaker in the US market.
- Jyske shares gained to a fresh record high after the Danish lender upgraded its full year outlook and the new guidance range beat the average analyst estimate.
- Mycronic fell after Bank of America initiated coverage on the Swedish electronics manufacturing equipment maker with an underperform rating, saying Chinese demand for display mask writers has peaked.

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- Stellantis gained after saying its third quarter shipments rose 13% on surging sales in North America, pointing to a recovery for the carmaker in the US market.
- Fresnillo declined following a fallback in gold and silver indexes. The retreat was preceded by record rallies for the precious metals.
- Hays shares rose after it posted a drop in net fees that was in-line with guidance. The recruiter expects business to remain challenging in 2026 as the UK labor market struggles to rebound, despite signals of marginal recovery.

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On this episode of Stock Movers: 

- PulteGroup (PHM) sinks after a CFRA analyst downgraded the company calling it "overvalued." The rout comes during a tough week for homebuilder stocks as resident Donald Trump and Federal Housing Finance Agency Director Bill Pulte issue as series of social posts aimed at homebuilders and Fannie Mae and Freddie Mac. 

- Delta (DAL) stocks flew higher as the company reported a better-than-expected earnings for the third quarter, and predicted strong demand into next year.

- Pepsi (PEP) shares rise on an earnings beat, as the CEO said the company is working  to cut costs and overhaul its portfolio to meet consumers’ shifting tastes, while it engages in discussions with an activist investor

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On this episode of Stock Movers:
- Delta (DAL) shares rise after the carrier updated its adjusted earnings per share forecast for the full year, with the new guidance beating the average analyst estimate.
- PepsiCo (PEP) shares rise after news that the company is working to cut costs and overhaul its portfolio to meet consumers’ shifting tastes, while it engages in discussions with an activist investor.
- Ferrari (RACE) shares plunge after the carmaker issued cautious forecasts that disappointed investors, marring a coming-out party for the company’s first electric vehicle.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Delta (DAL) shares rise after the carrier updated its adjusted earnings per share forecast for the full year, with the new guidance beating the average analyst estimate.
- Novo Nordisk shares (NVO) fall after the company agreed to buy Akero Therapeutics Inc. for as much as $5.2 billion to expand its portfolio in a type of liver disease linked to obesity.
- MP Materials (MP) shares rise after China tightened its control over critical minerals used to make high-tech products including electric vehicles and jet fighters, the Wall Street Journal reported.

See omnystudio.com/listener for privacy information.