On this episode of Stock Movers:

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, Carol Massar and Tim Stenovec.

- Shares of data storage companies, Sandisk (SNDK), Western Digital (WDC), Micron Technologies (MU) and Seagate (STX) soared on Tuesday after Nvidia Corp. Chief Executive Officer Jensen Huang highlighted the need for memory and storage in comments at the tech conference CES. Shares of Sandisk soared 24% to $339.40 as investors continued to pour money into the flash memory company. Western Digital rose 16%, putting the stock on track for a record closing high and its best day since 2020. Stock in Seagate Technology Holdings also jumped 13%.

- Onestream (OS) is in advanced talks to be taken private by Hg Capital, Bloomberg reported Tuesday, citing people familiar with the matter. Talks are ongoing and a deal for the financial software could be announced as early as this week but could also not come to fruition, the report said, citing unnamed sources. OneStream shares were up over 3% in recent premarket activity Tuesday.

- Shares of America’s largest credit-reporting companies are getting pummeled after Federal Housing Finance Agency Director Bill Pulte called out the firms for raising prices.Equifax (EFX) slid as much as 6% Tuesday, TransUnion (TRU) fell 6.8% and Experian (EXPN) fell 2.7% in New York trading. Shares of Fair Isaac Corp. also dropped by as much as 4.9%.

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On this episode of Stock Movers:

- Shares of Sandisk (SNDK) soared 24% to $339.40 on Tuesday as investors continued to pour money into the flash memory company. Sandisk began trading at $36 a share last February after spinning off from Western Digital. The stock has since joined the S&P 500 and surged more than 800% from the spinoff, with artificial intelligence boosting demand and prices for solid state drives, or SSDs.
- Makers of cooling systems saw their stocks plunge on Tuesday after comments by Nvidia Corp.’s chief executive raised fears about demand for their products from data centers.Johnson Controls International, which makes water-cooled chillers and similar systems, tumbled as much as 11% in the worst intraday drop since 2022. Modine Manufacturing fell as much as 21% before paring declines, and Trane Technologies and Carrier Global Corp. also slid Tuesday.
- Lockheed Martin shares gain 3% after the company entered a pact with the Pentagon to more than triple the annual production of interceptor missiles. Under the seven year framework agreement, Lockheed would increase yearly production of the PAC-3 Missile Segment Enhancement interceptor to 2,000, from about 600

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On this episode of Stock Movers:
- Nvidia (NVDA) shares rise ahead of the Consumer Electronics show is Las Vegas. At CES,tech companies including Nvidia Corp., Advanced Micro Devices Inc., Samsung Electronics Co. and Lenovo Group Ltd. will make the case for artificial intelligence to investors, corporate clients and ordinary shoppers.
- Vistra (VST) shares gain after the company agreed to pay roughly $4 billion for 10 natural gas-fired power plants in the US Northeast and Texas. The acquisition includes assets with a total capacity of 5.5 gigawatts on three major US grids — New England, Texas and the system that spans New Jersey to Chicago.
- Microchip (MCHP) shares are up after the analog chipmaker’s net sales forecast for the third quarter beat the average analyst estimate. Analysts note that the strong sales numbers highlight broad-based recovery.

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On this episode of Stock Movers:
- Shares of Nvidia (NVDA) edged higher in premarket trading after CEO Jensen Huang said Nvidia’s much-anticipated Rubin data center processors are in production and customers will soon be able to try out the technology.
- Shares of Tesla (TSLA) edged higher ahead of the market open after the EV maker's China factory shipments dropped in 2025, despite a last-minute bump in December, as the company struggles with a slowdown in global sales. The company shipped 851,732 vehicles from its Shanghai plant last year, down about 7% from a year earlier, according to preliminary data from China’s Passenger Car Association. That includes 97,171 in December, just the fourth month in 2025 that saw an increase.
- Shares of OneStream (OS) soared in early trading as buyout firm Hg is in advanced talks to acquire the financial software maker, according to people familiar with the matter. OneStream and shareholders such as KKR & Co. raised $563.5 million including overallotment shares in an initial public offering in 2024. Reuters reported in November that the company, which says its customers include 18% of the Fortune 500, was exploring options including a possible sale and that Hg was among the potential bidders. 

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On this episode of Stock Movers:
- Vistra (VST) agreed to pay roughly $4 billion for 10 natural gas-fired power plants in the US Northeast and Texas to expand the electricity supplier’s generation capacity in fast-growing energy markets.
- Aeva (AEVA) shares soar after the company announced that its 4D LiDAR technology has been selected for the NVIDIA DRIVE Hyperion autonomous vehicle reference platform
- Microchip (MCHP) shares are up after the analog chipmaker’s net sales forecast for the third quarter beat the average analyst estimate. Analysts note that the strong sales numbers highlight broad-based recovery.

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On This episode of Stock Movers:
- Next raised its profit forecast for a fifth time this financial year after sales at the British retailer soared in the key Christmas period.
- Ocado shares rose as much as 8.6%, hitting the highest level since September, after the stock was placed on positive catalyst watch at JPMorgan. Sentiment was also helped by a monthly report from an industry researcher showing that Ocado was again the UK’s fastest-growing grocer in December.
- Infineon and STMicro shares rose on Tuesday after US peer Microchip said sales for the quarter ended December will be higher than its previous forecast range, a sign of potential recovery in demand for industrial and automotive chips.

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On This episode of Stock Movers:
- InPost said it has received an indicative proposal regarding a potential acquisition of all the shares in the Polish logistics firm.
- Next raised its profit forecast for a fifth time this financial year after sales at the British retailer soared in the key Christmas period.
- Adidas shares fell as much as 6.5% after the firm received a double downgrade from Bank of America, which sees a return to single-digit growth for the German sportswear company and says investor interest in the sector is waning.

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On this episode of Stock Movers:
- Oil companies including Valero (VLO), Chevron (CVX), and Exxon Mobil (XOM) rallied after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend. Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April. The three largest oil-service companies — Halliburton Co., SLB Ltd and Baker Hughes — all jumped. US Energy Secretary Chris Wright plans to talk this week with oil-industry executives, according to people familiar with the matter.
- Coinbase (COIN) shares rallied after Goldman Sachs upgraded the stock, while EToro Group Ltd. shares fall 1.7% after it was downgraded as analyst James Yaro sees more growth from crypto infrastructure and prediction markets rather than crypto trading.
- Estee Lauder (EL) shares jumped after Raymond James analyst Olivia Tong raised her recommendation on the beauty company to strong buy from market perform, and added the name to the firm’s Analyst Current Favorites List. Her price target of $130 is the highest of all analysts tracked by Bloomberg.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

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, Carol Massar and Tim Stenovec.

- Shares of several oil companies, including Valero (VLO), Chevron (CVX), and Exxon Mobil (XOM) rallied after President Donald Trump pledged to revive the Venezuelan energy sector following the capture of Nicolás Maduro over the weekend. Chevron Corp., the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April. The three largest oil-service companies — Halliburton Co., SLB Ltd and Baker Hughes — all jumped. US Energy Secretary Chris Wright plans to talk this week with oil-industry executives, according to people familiar with the matter.

- Eli Lily (LLY) stocks are tumbled — bucking the broader market’s advance — with a gauge of the group falling the most in nearly five months. The S&P 500 Pharmaceutical Index (S5PHAR) is down as much as 2.7%, its biggest intraday drop since Aug. 7

- Versant (VSNT) the parent of CNBC, USA and other cable-TV networks, fell 13% in its first official day of trading after being spun off from Comcast. The shares closed at $40.57 in New York, giving the company a stock market value of $5.85 billion based on 144.2 million shares outstanding. Comcast distributed the shares, which trade under the symbol VSNT on the Nasdaq exchange, to its investors on Jan. 2.

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On this episode of Stock Movers:

- Shares in oil companies jumped after President Donald Trump pledged to revive the Venezuelan energy sector following this week's capture of Nicolas Maduro. US Energy Secretary Chris Wright plans to talk this week with oil-industry executives, according to a person familiar with the matter. Chevron (CVX), the only American oil major currently operating in the South American nation under special US permission, surged as much as 6.3%, the most since April. ConocoPhillips (COP) and Exxon Mobil (XOM) also rose.

- Coinbase (COIN) shares rose after Goldman Sachs upgraded the stock, while EToro Group shares fell after it was downgraded as analyst James Yaro sees more growth from crypto infrastructure and prediction markets rather than crypto trading.

- Qualcomm (QCOM) the biggest maker of mobile phone chips, said it’s extending a push into the market for processors that are the heart of personal computers. Its new X2 Plus processor is a scaled-back version of existing offerings designed to be the main component of more affordable notebook computers. Qualcomm is offering two versions, one with 10 computer cores and one with six, the chipmaker said Monday in a statement. Those cores are the newer Oryon third-generation design. Among their biggest selling points, according to Qualcomm, is the inclusion of a powerful neural processing unit, or NPU, that’ll speed up the responsiveness of AI software without rapidly depleting the battery. Shares of the company traded higher.

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