
Stock Movers Venture Global Rises, Sandisk Falls, JBS Gains on Sales Above Estmates
Mar 26, 2026
Bailey Lipschel, Bloomberg markets reporter, breaks down sharp moves in Venture Global, Sandisk and JBS. She explains Venture Global's surge tied to Middle East tensions and energy markets. She outlines Sandisk's slide after new AI compression news. She covers JBS lifting shares with sales beating estimates and its Brazil outlook.
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Venture Global Rallies On Middle East Risk
- Venture Global shares jumped earlier amid energy market moves tied to Middle East tensions and comments from President Trump warning Iran.
- Bailey Lipschel links the stock's intraday peak (about +4%) to crude oil trading around $93 and shifting headlines on potential war-ending talks.
Sandisk Drops After ML Compression News
- Sandisk plunged over 6% after Google researchers unveiled a compression technique that could cut memory needs for large language models and vector search.
- Bailey notes the stock had been an 11x winner over 12 weeks, so profit-taking amplified the selloff amid the tech development.
JBS Gains On Better‑Than‑Expected Sales
- JBS surged more than 7% after earnings showed EBITDA beats and sales above estimates despite EPS below estimates.
- Bailey highlights JBS's operational strength navigating demand and efficiencies while cattle inflation remains a headwind.
