On this episode of Stock Movers:

- Airbnb (ABNB) shares rose after the company posted strong fourth-quarter bookings and issued an upbeat revenue outlook, citing strong travel demand and growing adoption of its new flexible payment and booking options. The company projected revenue for the quarter ending on March 31 to be $2.59 billion to $2.63 billion, and revenue growth to accelerate to “at least low double digits” for the full year.

- Coinbase (COIN) shares rise after the company reported weak quarterly results, with some investors concluding the worst had already been priced in. The company posted softer trading volumes and pressure on transaction revenue, highlighting its exposure to swings in digital-asset prices and retail speculation.

- Expedia (EXPE) shares tumble despite the online travel company reporting the fastest fourth-quarter revenue growth in three years and first-quarter sales and gross bookings view above Wall Street estimates. Analysts note healthy fundamental outlook, though debates on AI risks to online travel agents likely to persist.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Applied Materials (AMAT) surges after delivering a surprisingly upbeat sales forecast, signaling that demand for artificial intelligence and memory semiconductors is fueling equipment purchases.
-Rivian (RIVN) shares jump as much as 19% in premarket trading on Friday after the electric vehicle company issued a 2026 delivery outlook range with a midpoint above analyst estimates. The company also said it expects deliveries of its long-awaited R2 midsized SUV in the second quarter.
- Expedia (EXPE) shares tumble despite the online travel company reporting the fastest fourth-quarter revenue growth in three years and first-quarter sales and gross bookings view above Wall Street estimates. Analysts note healthy fundamental outlook, though debates on AI risks to online travel agents likely to persist.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- L’Oréal shares fell after the French beauty group posted disappointing sales growth in the fourth quarter, held back by its luxury division and weakness in the region that includes China.
- Capgemini Chief Executive Officer Aiman Ezzat said the French IT company is “clearly pivoting” to facilitate artificial intelligence adoption, which will fuel sales this year.
- French aerospace company Safran SA on Friday raised its 2028 earnings targets, saying the strength of its civil engines aftermarket and defense segments should help offset impact from US tariffs and a corporate surtax extension.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- L’Oréal shares fell after the French beauty group posted disappointing sales growth in the fourth quarter, held back by its luxury division and weakness in the region that includes China.
- DraftKings, the online betting company, issued a 2026 forecast for sales and profit that fell short of Wall Street estimates, sending the stock tumbling in extended trading.
- Ubisoft reported net bookings that beat analysts’ estimates in the fiscal third quarter, buoyed by strong demand for the video game publisher’s most popular franchises such as Assassin’s Creed.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- Equinix (EQIX) shares rally about 8% in premarket trading on Thursday after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.

- Coinbase (COIN) stock regained some ground in after-hours trading even though the crypto exchange operator reported revenue that fell short of expectations. Quarterly results weakened relative to the third quarter because of market conditions, with Coinbase reporting a loss of $2.49 a share and revenue down almost 22% to $1.78 billion.

- Applied Materials (AMAT) surged 10% in late trading after delivering a surprisingly upbeat sales forecast, signaling that demand for artificial intelligence and memory semiconductors is fueling equipment purchases. The company expects revenue of approximately $7.65 billion in the fiscal second quarter, and Chief Executive Officer Gary Dickerson said “the acceleration of industry investments in AI computing” is powering the company’s results.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- Cisco (CSCO) suffered its worst stock decline in more than two years after giving a weaker-than-expected forecast for profitability. The company's adjusted gross margin will be roughly 66% in the quarter that runs through April, which is lower than the 68.2% estimated by analysts.

- Logistics stocks sank Thursday as investors rushed to exit the group amid fears over disruption from artificial intelligence, making it the latest casualty of the “AI scare trade.” The Russell 3000 Trucking Index dropped 7.8%, with CH Robinson Worldwide (CHRW) at one point plunging by a record 24%, and Landstar System falling 18%.

- CBRE Group shares drop as much as 15%, extending losses for a second consecutive day amid ongoing concerns about the impact of artificial-intelligence tools on the industry. The company said during its earnings call that the outlook remains uncertain and it would be ‘possible’ for AI to reduce long-term office space demand

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On this episode of Stock Movers:

- Equinix (EQIX) shares rally after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.

- Crocs (CROX) shares jump after the footwear company’s fourth-quarter adjusted EPS and revenue easily beat Street estimates and annual guidance also was ahead of consensus expectations.

- Viking Therapeutics (VKTX) gains after the biotech said it plans to advance its oral obesity drug to Phase 3 in the third quarter of this year.

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On this episode of Stock Movers:

- Cisco (CSCO) shares fall after the company gave a weaker-than-expected forecast for profitability in the current quarter, spurring concerns that mounting memory-chip prices are taking a toll on the company. 

- AppLovin (APP) shares are down after the mobile-app marketing company reported its fourth-quarter results and gave an outlook. While both were above consensus expectations on key metrics, they may not be strong enough to assuage recent concerns over AI-related disruption.

- Equinix (EQIX) shares rally after the data center operator’s 2026 revenue guidance beat the average analyst estimate. Analysts are positive about the increased bookings and highlight a boost to the company’s forecast from accelerated AI demand.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Coal stocks rise after the Trump administration ordered the Pentagon to purchase electricity from coal plants and announced funding for upgrades to coal facilities.

- Fastly (FAST) shares soar after the infrastructure software company’s fourth-quarter results beat expectations and it gave a robust full-year forecast. William Blair upgraded their recommendation on the stock.

- Unilever (ULVR) shares fall, weighed down by what Jefferies analysts described as “cautious” 2026 guidance and a slow start to the year that “threatens 1Q consensus.” The stock was also dealt a blow by a plunge in Magnum Ice Cream Co., in which the consumer-goods maker retains a near 20% stake following December’s spinoff. Magnum shares fell as much as 16% after results and guidance disappointed analysts.

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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- Restaurant Brands International (QSR) increased its regular quarterly cash dividend to 65 cents per share from the previous dividend of 62 cents per share. The dividend declaration date is Feb. 12.
- McDonald’s (MCD) US sales grew at the fastest pace in more than two years in the fourth quarter as value meals continued to resonate with cost-conscious diners.Sales from established US restaurants jumped 6.8% in the period from a year ago when foot traffic was dented by an E. coli outbreak, ahead of analyst estimates and the highest since 2023. Earnings, excluding one-time items, also outpaced the average of estimates compiled by Bloomberg, as did comparable sales at the company’s two international divisions.
- Cisco Systems (CSCO) shares are down after the maker of networking equipment’s second-quarter results disappointed on gross margin, even as other metrics beat expectations. It also gave an outlook for gross margin that was below the consensus.

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