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

On this episode of Stock Movers:
- Stocks exposed to the US housing market plummeted Wednesday as investors assessed grim outlooks from companies like home improvement retailer Lowe’s Cos Inc., and weighed the lack of a housing policy update during President Donald Trump’s State of the Union speech. The S&P composite homebuilder index shed as much as 5.2%, the most since last April’s tariff-related market meltdown. The declines were led by Green Brick Partners Inc., Lennar Corp., Champion Homes Inc., Dream Finders Homes Inc., Installed Building Products Inc., DR Horton Inc. and TopBuild Corp. Mortgage-exposed companies like Rocket Cos Inc. fell as well.

- Netflix (NFLX) shares are rallying on Wednesday, as investors continue to monitor the bidding war between the company and Paramount Skydance for Warner Bros. Discovery.

- Nvidia is helping to lead the U.S. stock market higher on Wednesday, ahead of the chip company's highly anticipated profit report coming after trading ends for the day. The S&P 500 rose 0.8% and recovered its losses from earlier in the week, when stocks swung sharply as investors tried to separate potential losers from winners in the artificial-intelligence boom.

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On this episode of Stock Movers:

- Cava Group (CAVA) shares soar after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative.

- Lowe's (LOW) shares drop after the company forecasted sales guidance for the full year that fell short of expectations due to high borrowing costs and economic volatility. The company expects comparable sales to be flat to as much as 2% higher compared with the prior year, with the midpoint of that range lower than Wall Street analysts' expectations.

- Workday (WDAY) shares drop after Workday Chief Executive Officer Aneel Bhusri said leading AI companies like Anthropic — which investors fear will disrupt the software industry — actually use his company’s products.

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On this episode of Stock Movers:

- Hewlett Packard (HP) shares drop after the company gave a profit outlook for the current quarter that may fall short of estimates, citing tariffs and the rising price of memory chips.

- Circle Internet (CRCL) shares surge after the company said strong demand for its stablecoin bolstered profit and revenue during the fourth-quarter downturn in digital assets. Revenue increased 77% to $770 million from the year-earlier period, and net income was $133 million, or 43 cents a share, with adjusted earnings beating consensus estimates.

- First Solar (FSLR) shares slump after the company reported a 2026 net sales forecast which missed the average analyst estimate. Baird analyst Ben Kallo downgraded the stock on mixed 4Q results “and several question marks in forward outlook” as management comments have left him “incrementally negative” as the company remains hesitant with booking new business.

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

On this episode of Stock Movers:

- Workday (WDAY) declines after giving a subscription revenue guidance that missed expectations, adding to investor concerns that a rise of AI automation tools is disrupting traditional software vendors. It’s also seeing operating margins tempered by higher investments into agentic AI features for the time being.

- Cava Group (CAVA) shares rise after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative.

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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Diageo cut its guidance for the second time this fiscal year as the British distiller struggles to revive demand in the US and China, in an early challenge for new Chief Executive Officer Dave Lewis.
- Banco Santander vowed to grow net income to more than €20 billion ($23.6 billion) in 2028, ratcheting up its financial goals shortly after announcing the acquisition of US lender Webster Financial Corp.
- Trainline shares fall as much as 8.5%, hitting the lowest level since March 2022, after the online train ticketing platform announced that CEO Jody Ford intends to step down after five years in the role. The change of leadership is “untimely,” according to JPMorgan analysts.

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

On this episode of Stock Movers:
- HSBC reported better-than-estimated earnings for 2025 as Europe’s largest bank closed out a year in which its market value broke through £200 billion ($270 billion) for the first time in its history.
- Aston Martin will cut as much as a fifth of its roughly 3,000 workforce, as the ailing luxury-car maker grapples with an elusive turnaround made harder by US President Donald Trump’s tariffs.
- Diageo cut its guidance for the second time this fiscal year as the British distiller struggles to revive demand in the US and China, in an early challenge for new Chief Executive Officer Dave Lewis.

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

On this episode of Stock Movers:
- Cava Group (CAVA) reported fourth-quarter sales growth and gave a rosy outlook for 2026, outperforming its fast-casual rivals and bucking expectations for a slowdown. Sales from established restaurants are seen expanding 3% to 5% this year, with the company citing price increases and customers opting for more expensive options as helping to offset a decline in store visits. Cava shares jumped 9.2% after the close of regular trading in New York, with the stock having advanced nearly 16% so far this year.

- PayPal (PYPL) closed up 6.7% to $47.01 in New York Tuesday, giving it a market value of $43.3 billion after Bloomberg reported that Stripe is considering an acquisition of all or parts of PayPal Holdings Inc., according to people familiar with the matter. The deliberations are early and there's no certainty they'll lead to a transaction, the people said.

- Novo Nordisk (NOV) next-generation weight-loss drug CagriSema had disappointing trial results, sparking calls for a radical shift in the company's strategy. Some investors are urging Novo to diversify away from diabetes and obesity, citing the risk of relying on these two areas, and suggesting fields such as rare diseases, heart disease, or cancer treatment.

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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, Kristine Aquino, Carol Massar and Tim Stenovec

- Advanced Micro Devices (AMD) shares rise after news that Meta Platforms will deploy data center gear based on processors from AMD in a deal worth “double-digit billions” of dollars per gigawatt.

- Texas Instruments (TXN) shares slid nearly 5% after the chipmaker indicated that spending on new plants and equipment will remain higher than some investors had anticipated. During a presentation Tuesday, the company said that the expenditures will be $2 billion to $3 billion this year, reiterating a previous stance. The target for 2027 and beyond “depends on revenue and expected growth,” it said.

- Keysight Technologies (KEYS) shares jump 17% in premarket trading after the measurement instruments company guided for above-20% growth for revenue and earnings in FY26, beating estimates. Booming AI workloads, along with faster growth in other business areas including wireless and defense, are all boosting growth, according to analysts.

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

On this episode of Stock Movers:
- Home Depot (HD) shares rise after the company reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain.
-Advanced Micro Devices (AMD) shares gain after news Meta Platforms will deploy data center gear based on processors from AMD in a deal worth “double-digit billions” of dollars per gigawatt.
- Novo Nordisk (NOVOB) next-generation weight-loss drug CagriSema had disappointing trial results, sparking calls for a radical shift in the company's strategy. Some investors are urging Novo to diversify away from diabetes and obesity, citing the risk of relying on these two areas, and suggesting fields such as rare diseases, heart disease, or cancer treatment.

See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Home Depot (HD) shares rise after the company reported a key sales metric that beat expectations in the latest quarter on steady demand, though the retailer cautioned that macroeconomic challenges remain.

- Advanced Micro Devices (AMD) shares gain after news Meta Platforms will deploy data center gear based on processors from AMD  in a deal worth “double-digit billions” of dollars per gigawatt.

- Intuit (INTU) shares rise after news that the company announced a multi-year partnership with Anthropic to bring custom AI agents to mid-market businesses and deliver personalized experiences for consumers and businesses.

See omnystudio.com/listener for privacy information.