Stock Movers Housing Stocks Sink, Netflix Gains, Nvidia Up Before Earnings
Feb 25, 2026
Carmen Reinecke, Bloomberg equities team leader who covers U.S. markets, breaks down market movers. She walks through a sharp selloff in housing-related names after weak guidance and policy uncertainty. She covers Netflix’s rally amid takeover drama and Nvidia’s pre-earnings surge and what traders are watching.
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Axon Rallies As AI Growth Story
- Axon jumped ~20% after earnings beat as analysts flagged its AI-enabled public safety software as a growth driver.
- Carmen Reinecke noted Axon's body cameras, software and AI integration position it as an AI winner rather than a disrupted legacy vendor.
Housing Stocks Drop On Weak Lowe's Guidance
- The S&P homebuilder index fell about 4% as Lowe's warned and flagged lingering housing-market weakness.
- Carmen Reinecke said investors were also disappointed by limited housing policy detail in President Trump's State of the Union.
Netflix Pops On Potential Deal Change And Breakup Fee
- Netflix jumped ~6% on news Warner Bros. Discovery made a new offer to Paramount Skydance, potentially freeing Netflix from the deal.
- Carmen Reinecke highlighted the possibility Netflix could walk away and collect a $2.8 billion breakup fee.