Stock Movers

On this episode of Stock Movers:

-CH Robinson (CHRW) shares are down. CH Robinson Worldwide Inc. agreed to buy RXO Inc. in a deal valued at about $5.8 billion to diversify its business and capitalize on RXO’s abilities in expedited and last-mile delivery. CH Robinson aims to use its AI-based model to extract $300 million of cost savings within two years and improve efficiency in a challenging freight market. The deal is expected to close in the first half of 2027 and will bolster CH Robinson’s standing as North America’s largest broker by revenue, with RXO shareholders expected to own 11% of the combined company upon closing.

- PTC (PTC) shares rise. Schneider Electric shares fell as much as 10% in Paris, the most since January 2025, as an agreement to acquire PTC draws a cautious initial response from analysts. Concerns center on the size and financing of the transaction, as well as uncertainty over AI disruption and whether the deal can strengthen Schneider’s competitive position. 

- Intel (INTC) shares drop after Elon Musk confirmed discussions with TSMC over chip manufacturing for Terafab.

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On this episode of Stock Movers:

- Vaxcyte (PCVX) shares surge. The pharmaceutical firm said that VAX-31, its experimental vaccine to prevent invasive pneumococcal disease (IPD) and pneumococcal pneumonia, met all primary endpoints in the OPUS-1 pivotal Phase 3 adult trial, compared to PCV20 and PCV21.
 
- Harley Davidson (HOG) shares gain. Citi upgraded the motorcycle company to buy from neutral, writing that an acceleration in retail growth is “tough to ignore.” What began as modest retail improvement early in 2026 now appears to be building, with 2027 likely to benefit from a major product introduction, a significant cost-savings story, and potential earnings tailwinds from LiveWire,” writes analyst James Hardiman.

- CH Robinson (CHRW) shares are down. CH Robinson Worldwide Inc. agreed to buy RXO Inc. in a deal valued at about $5.8 billion to diversify its business and capitalize on RXO’s abilities in expedited and last-mile delivery. CH Robinson aims to use its AI-based model to extract $300 million of cost savings within two years and improve efficiency in a challenging freight market. The deal is expected to close in the first half of 2027 and will bolster CH Robinson’s standing as North America’s largest broker by revenue, with RXO shareholders expected to own 11% of the combined company upon closing.

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

On this episode of Stock Movers:

- PTC (PTC) shares are rallying as Schneider Electric agreed to buy PTC for about $22.6 billion in an all-cash deal to tap into the artificial-intelligence boom.

- Qualcomm (QCOM) shares are higher as the company agreed to license patents underpinning Huawei Technologies Co.’s novel LogicFolding chipmaking technique.

- Taiwan Semiconductor (TSM) shares are gaining with sentiment boosted by discussions between the Taiwanese chip giant and Elon Musk’s Terafab on potential collaboration.

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

On this episode of Stock Movers:   

- Qualcomm (QCOM) shares are higher as the company agreed to license patents underpinning Huawei Technologies Co.’s novel LogicFolding chipmaking technique.   

- Nvidia (NVDA) shares are climbing on news Hon Hai Precision Industry reported better-than-expected quarterly revenue, signaling sustained and elevated spending on global AI infrastructure.
- Taiwan Semiconductor (TSM) shares are gaining with sentiment boosted by discussions between the Taiwanese chip giant and Elon Musk’s Terafab on potential collaboration.   

- PTC (PTC) shares are rallying as Schneider Electric agreed to buy PTC for about $22.6 billion in an all-cash deal to tap into the artificial-intelligence boom.

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

On this episode of Stock Movers:

- Schneider Electric SE agreed to buy industrial software firm PTC Inc. for about $22.6 billion, stepping up its effort to tap into the artificial-intelligence boom with its biggest acquisition to date.

- Hermès gets its first sell ratings in over a year, with analysts at Goldman Sachs and UBS expecting shares in the Birkin bag maker to continue to underperform on the back of more muted top-line growth than investors currently price.

- Unipol is 3.8% higher as Intesa has pledged to sell about half of Paschi’s branches to the insurer to address potential antitrust concerns

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

On this episode of Stock Movers:

- Schneider Electric SE agreed to buy industrial software firm PTC Inc. for about $22.6 billion, stepping up its effort to tap into the artificial-intelligence boom with its biggest acquisition to date.

- Hermès gets its first sell ratings in over a year, with analysts at Goldman Sachs and UBS expecting shares in the Birkin bag maker to continue to underperform on the back of more muted top-line growth than investors currently price.

- Telefonica advanced as much as 2.2% as European stocks exposed to Brazil rose after Flávio Bolsonaro surged to a surprise lead over Luiz Inácio Lula da Silva in the first round of Brazil’s presidential election.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- TDK Corp. shares rose as much as 7.5%, after Nikkei reported the Japanese electronics components manufacturer expects AI-related sales for the current fiscal year will exceed its previous plan.
- Shares in JD.com and Chinese consumer names such as MINISO and Meituan are suffering from limited optimism around the China consumer story.
- India’s state-owned banks rise after positive quarterly updates fueled optimism that improving trends may extend across the broader banking sector.

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Bloomberg’s John Tucker focuses on three stocks for the week ahead. They include: Constellation Brands, PepsiCo, and Delta.

John previews what to expect from these companies in the week ahead with Kristine Aquino, Bloomberg Managing Editor for Markets Live.

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

On this episode of Stock Movers, we take a look at some of the week's biggest gainers and decliners:
- Nike (NKE) is cutting jobs and overhauling the business as results deteriorate, with a restructuring plan expected to save $2.5 billion over the next five years. The company announced weaker-than-expected sales for the latest quarter and a disappointing outlook for this fiscal year, with a high-single-digit revenue decline expected. Nike shares fell as much as 8.9% after the announcement.

- A software glitch affecting Boeing (BA) 737 Max aircraft was determined not to pose a safety risk by a Federal Aviation Administration panel, a positive outcome for the US plane maker seeking regulatory approval for the largest variant of the popular narrowbody family. 

- Carnival (CCL) raised its full-year outlook as demand for future sailings hits the highest-level ever during the quarter. The company attributed its improved outlook to a third-quarter record $7.6 billion in booking deposits, which beat a prior-year record by $500 million. Carnival raised its full-year expectations for net yields to 2.3%, an increase of 55 basis points from guidance issued last quarter.

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

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, Emily Graffeo, Carol Massar and Alexis Christoforous.

- Nvidia (NVDA) shares hit a record for the first time since May as investors pile back into the stock after a two-month selloff that wiped more than $1 trillion off its market value. Shares of the world’s most valuable public company gained 2.9% on Friday, extending a nearly 25% rally from a late July low when fears surrounding the outlook for artificial intelligence pressured the stock. 

- Tesla (TSLA) reported better-than-expected sales for the third quarter, a sign of stability for the company’s core business at a challenging moment for the electric vehicle market. The automaker delivered 486,532 vehicles worldwide in the period, according to a statement Friday. That compared with 463,761 expected on average among analyst estimates compiled by Bloomberg.

- Seagate (STX) shares sink after Nikkei reported that Toshiba would double its production capacity for hard disk drive.

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