Stock Movers

VW Rebounds, B&M Drops, Ubisoft Slips

Jan 22, 2026
Chloe Mene, a Bloomberg reporter specializing in company-specific reporting, shares insights on recent developments involving major European companies. She reveals how Volkswagen fortifies its cash position by delaying EV projects, which reassures investors. Meanwhile, B&M feels the sting of a profit warning after slashing guidance due to inventory issues, while Ubisoft faces turmoil with a 30% share drop following game project cancellations and studio closures. The conversation highlights the current struggles and future hopes of these industry giants.
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INSIGHT

Volkswagen's Cash Boost From Delayed EV Spending

  • Volkswagen ended 2025 with more cash than expected after delaying EV projects and cutting capital spending.
  • Markets cheered the improved liquidity and a reversal of proposed U.S. tariffs bolstered auto stocks.
INSIGHT

Lower Capex Eased Liquidity Pressure

  • Delaying supplier payments and cutting equipment and R&D lowered Volkswagen's capital outflows.
  • That reduced spending improved liquidity and reassured investors amid tariff uncertainty.
INSIGHT

Tariff Reversal Lifted Auto Sector Sentiment

  • A rollback of proposed U.S. tariffs removed a major overhang for European carmakers.
  • That political shift amplified positive sentiment across the auto sector and lifted shares.
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