Stock Movers Brown-Forman Soars, Cybersecurity Stocks Slide, Carnival Drops
Mar 27, 2026
Christine Aquino, managing editor for Bloomberg’s Markets Live blog, gives fast market color. She breaks down Brown‑Forman’s record surge amid takeover chatter. She covers the selloff in cybersecurity names after a new Anthropic model. She reviews Carnival’s weaker guidance and the cruise sector headwinds.
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Pernod Ricard Pursuit Sends Brown‑Forman Soaring
- Brown‑Forman shares jumped after reports Pernod Ricard seeks to buy the Jack Daniel's maker.
- The Brown family retains majority voting control, so any deal likely requires their blessing and possible share roll‑over into a new company.
Anthropic Model Sparks Cybersecurity Selloff
- Cybersecurity stocks fell after reports Anthropic's new model Claude Capybara could be used to evade defenses.
- Traders sold broadly, hitting Palo Alto and peers despite some analysts saying the market may be overreacting.
Cruise Outlook Cut Despite Strong Quarter
- Carnival beat Q1 estimates but cut full‑year guidance on EPS, EBITDA and net income, triggering a share drop.
- Management flags a $500M fuel cost hit at $80–85 Brent; higher actual prices (over $100) could worsen the impact.