Stock Movers

On this episode of Stock Movers:
- Anglo American (NGLOY) shares are higher to its highest intraday level in almost seven months following news it is in advanced talks to acquire Canada's Teck Resources Ltd. in a potential purchase that could be announced as early as this week. A combination of the two companies would rank among the biggest ever in the mining industry and mark the culmination of several years of revived dealmaking activity among the largest players
- Nebius (NBIS) jumped in premarket trading after the AI-centric cloud platform company said it will provide Microsoft access to GPU infrastructure capacity at its new data center in Vineland, New Jersey, over five years. Total contract value is $17.4b through 2031, or as much as $19.4b if Microsoft acquires additional services and/or capacity.
- UnitedHealth Group (UNH) is jumping on news it expects most of its Medicare Advantage members to be in highly rated plans that earn bonus payments next year. Preliminary data show about 78% of members will be in plans with at least four stars, the threshold for earning bonus payments. Earning high star ratings is crucial for insurers selling private Medicare Advantage health plans, fueling demand and higher reimbursement from the government for those customers.

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On this episode of Stock Movers:
- Anglo American (NGLOY) shares are higher to its highest intraday level in almost seven months following news it is in advanced talks to acquire Canada's Teck Resources Ltd. in a potential purchase that could be announced as early as this week. A combination of the two companies would rank among the biggest ever in the mining industry and mark the culmination of several years of revived dealmaking activity among the largest players
- Nebius (NBIS) jumped in premarket trading after the AI-centric cloud platform company said it will provide Microsoft access to GPU infrastructure capacity at its new data center in Vineland, New Jersey, over five years. Total contract value is $17.4b through 2031, or as much as $19.4b if Microsoft acquires additional services and/or capacity.
- Dell Technologies (DELL) fell after the computer hardware maker said CFO Yvonne McGill is stepping down after two years in the role and will be replaced on an interim basis by David Kennedy. Analysts are surprised by the announcement and note that it might cause investor concerns ahead of the firm’s key analyst meeting.
- Oracle (ORCL) shares are moving after The Information reported executives are discussing eliminating cash raises and bonuses for employees in 2025, as it aims to cut spending in other areas to boost its AI data center investments. They may offer additional stock grants to make up for cash compensation.Eric Mollo

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On this episode of Stock Movers:
- Anglo American rises as much as 8.5% in London, to its highest intraday level since Feb. 14, after the company agreed to merge with Canada’s Teck Resources, marking one of the biggest mining transactions in more than a decade.

- Monte Paschi has secured a majority stake in Italian lender Mediobanca, cementing a once-unthinkable €16 billion takeover that’s set to reshape Italian finance.

- Saab shares fall as much as 5.7% after Barclays initiated coverage of the Swedish defense company with an underweight rating, saying its stretched valuation and relatively small scale could mean downside to the stock price.

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On this edition of Stock Movers:

- Robinhood (HOOD) and AppLovin (APP) shares surged today after S&P Dow Jones Indices said the stocks would be added to the S&P 500 Index. Emcor Group Inc. (EME) will also be added to the index. The three companies will replace MarketAxess Holdings Inc, Caesars Entertainment Inc. and Enphase Energy Inc. prior to the start of trading on Sept. 22. Robinhood’s entry into the S&P 500 marks a milestone not just for the company but for the investing boom it helped define. Once a symbol of pandemic-era excess, the trading app now oversees billions in customer assets, from options to crypto, proving a durable engine of retail market participation. Shares of Robinhood were up more than 7% in after-hours trading.The milestone underscores how fast retail-driven companies can move from the edge of the financial system to its center, as speculation reshapes markets from meme stocks to digital assets. With its slick interface and zero-commission trades, Robinhood captured a growing share of that flow.

- CVS Health (CVS) shares dipped today after executives during a private investor meeting provided no details about its upcoming quality ratings from the US government and offered no financial guidance. Chief Executive Officer David Joyner and Chief Financial Officer Brian Newman made the remarks in a presentation to investors hosted by Morgan Stanley on Monday, according to a person familiar with the event who asked to remain anonymous discussing what was said. Later in the presentation, one of the executives noted the drop in the stock price and said the company doesn’t give guidance between quarterly earnings calls by policy. The executive said CVS continues to feel positively about its outlook, the person said.

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On this edition of Stock Movers: 

- EchoStar (SATS) shares soared today after Elon Musk's SpaceX agreed to acquire wireless spectrum from the satellite broadband company for about $17 billion, allowing Charlie Ergen’s beleaguered telecommunications company to resolve an overhanging regulatory probe and pay down debt. SpaceX is buying EchoStar’s AWS-4 and H-block spectrum licenses designated for satellite and mobile communications according to a statement Monday, confirming an earlier Bloomberg News report. It will pay as much as $8.5 billion in cash and up to $8.5 billion in SpaceX stock. SpaceX has also agreed to fund a total of about $2 billion in cash interest payments on EchoStar debt through November 2027.

- Robinhood (HOOD) and AppLovin (APP) shares gained today after S&P Dow Jones Indices said the stocks would be added to the S&P 500 Index. Emcor Group Inc. (EME) will also be added to the index. The three companies will replace MarketAxess Holdings Inc, Caesars Entertainment Inc. and Enphase Energy Inc. prior to the start of trading on Sept. 22. Robinhood’s entry into the S&P 500 marks a milestone not just for the company but for the investing boom it helped define. Once a symbol of pandemic-era excess, the trading app now oversees billions in customer assets, from options to crypto, proving a durable engine of retail market participation. Shares of Robinhood were up more than 7% in after-hours trading. The milestone underscores how fast retail-driven companies can move from the edge of the financial system to its center, as speculation reshapes markets from meme stocks to digital assets. With its slick interface and zero-commission trades, Robinhood captured a growing share of that flow.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- T-Mobile (TMUS) shares fall after Elon Musk's SpaceX agreed to acquire wireless spectrum from EchoStar for about $17 billion. SpaceX said it is buying EchoStar’s AWS-4 and H-block spectrum licenses designated for satellite and mobile communications.
- UnitedHealth (UNH) after reaffirming adjusted 2025 EPS views. The stock faces a potential resistance zone of $323 to $327 intraday.
- AppLovin (APP) shares rise after S&P Dow Jones Indices said the stock would be added to the S&P 500 Index.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- EchoStar (STATS) shares rise after Elon Musk's SpaceX agreed to acquire wireless spectrum from EchoStar for about $17 billion. SpaceX said it is buying EchoStar’s AWS-4 and H-block spectrum licenses designated for satellite and mobile communications.
- PNC (PNC) shares drop after the firm agreed to buy FirstBank Holding for about $4.1 billion to add $26.8 billion in assets and branches in Colorado and Arizona. The transaction is expected to be completed early next year
- Robinhood (HOOD) shares gain after the company was added to the S&P 500. By joining the S&P 500, Robinhood enters the portfolios of index funds, pension plans and retirement accounts across the world.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Robinhood (HOOD) is gaining this morning after S&P Dow Jones Indices said it would be added to the S&P 500 Index. Applovin (APP) is higher this morning as well as it will be added. The stocks will be replacing MarketAxess Holdings, Caesars Entertainment and Enphase Energy; the changes are effective prior to the open of trading on Monday, Sept. 22. Bloomberg Intelligence analyst Neil Sipes says “Robinhood’s addition to the S&P 500 will expand its shareholder base, underscoring its profit progress toward incumbent brokers.”
- Echostar (SATS) shares are rising on news SpaceX agreed to acquire wireless spectrum from EchoStar for about $17 billion in cash and stock. SpaceX is buying EchoStar’s AWS-4 and H-block spectrum licenses and will pay as much as $8.5 billion in cash and up to $8.5 billion in SpaceX stock. The acquisition would allow SpaceX to offer its own direct-to-device offerings more independently, and is expected to resolve inquiries from the US Federal Communications Commission.
- Summit Therapeutics (SMMT) is plunging after the drug developer gave longer-term follow-up data from a global trial of its investigative lung cancer therapy, ivonescimab, that disappointed Wall Street.
- Oracle (ORCL) is higher after its price target was raised at JPMorgan, Morgan Stanley, and Barclays.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Robinhood (HOOD) is gaining this morning after S&P Dow Jones Indices said it would be added to the S&P 500 Index. Applovin (APP) is higher this morning as well as it will be added. The stocks will be replacing MarketAxess Holdings, Caesars Entertainment and Enphase Energy; the changes are effective prior to the open of trading on Monday, Sept. 22. Bloomberg Intelligence analyst Neil Sipes says “Robinhood’s addition to the S&P 500 will expand its shareholder base, underscoring its profit progress toward incumbent brokers.”
- Strategy Inc. (MSTR) is lower after it was not included in the index. There was hope given the climb in Bitcoin would help propel Strategy, which holds supply of Bitcoin, to the index.
- Loandepot (LDI) is soaring to the highest since November after Citron Research hailed the company as a winner from President Donald Trump’s efforts to help the housing market. Interest-rate sensitive homebuilder stocks also outperformed as yields on 10-year Treasuries slid in the wake of softer-than-anticipated jobs data; the S&P composite builder index advanced as much as 3.2%, to the highest since Dec. 4, led by Dream Finders Homes, LGI Homes, Century Communities and Lennar.
- Oracle (ORCL) is higher after its price target was raised at JPMorgan, Morgan Stanley, and Barclays.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- M&S shares rise as much as 3.4%, the most in nearly three weeks, after Citi upgraded the British retailer to buy. Analysts cite “an attractive entry point” with the stock trading around 18% below levels before a cyberattack derailed operations earlier this year.
- Phoenix Group reported operating profit for the first half-year that beat the average analyst estimate. The firm will change its name to Standard Life next year as the UK-listed pensions provider looks to boost its appeal to British savers and companies.
- Ryanair shares drop as much as 2.3%, to the lowest since July 18, after Goldman Sachs cuts the stock to neutral from buy, saying previous catalysts have played out.

See omnystudio.com/listener for privacy information.