Stock Movers
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Listen for five-minute conversations on today's biggest winners and losers in the stock market.
Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.
Subscribe for analysis on the companies making news in global equity markets. Episodes are published throughout the day to track stock moves from New York, London, Frankfurt and Paris. Join us for investment news covering technology, energy, finance, health care, communications, industrials, utilities, consumer staples, materials, real estate and more.
Episodes
Mentioned books
Mar 3, 2026 • 4min
Maersk Gains, Beiersdorf Drops, Lufthsnsa Falls
A Europe market roundup on how Middle East disruptions have doubled tanker rates and lifted shipping stocks. A major personal-care company tumbles after weak guidance and disappointing brand sales. Airline and travel firms face hub closures, higher fuel costs and broad sector pain.
Mar 2, 2026 • 4min
Defense Stocks Jump, MongoDB Plunges
Carmen Reinecke, Bloomberg equities reporter and deputy U.S. team lead, breaks down market movers. She covers MongoDB’s sharp after-hours drop after weak guidance. She explains defense contractors racing higher amid geopolitical tensions. She also highlights Palantir’s gains tied to government contracts.
Mar 2, 2026 • 5min
Closing Bell: Palantir Rises on Iran Conflict, Nvidia Jumps, Norwegian Cruise Drops
Markets swivel on geopolitics as defense-linked AI names surge amid renewed U.S.-Iran tensions. A major chip company strikes multiyear deals to secure advanced data center optics. Cruise line shares tumble after a weaker-than-expected profit outlook and activist pressure. Broader moves include energy gains, airline weakness and big shifts in U.S. yields.
Mar 2, 2026 • 5min
Berkshire Hathaway Drops, Norwegian Cruise Plunges, Venture Global Jumps
Berkshire Hathaway's operating profits fell sharply, with particular pressure on its insurance units. Discussion covers succession and leadership continuity at the conglomerate. Norwegian Cruise cuts its EPS outlook and faces activist investor scrutiny after disappointing guidance. Venture Global soars on an LNG supply shock tied to Qatar production disruptions.
Mar 2, 2026 • 5min
Lockheed Martin Rises, Occidental Petroleum Gains, Norwegian Cruise Lines Falls on Negative Forecast
Markets react to renewed Middle East conflict as defense stocks climb on heightened tensions. Energy names rally with oil prices after strikes and shipping route risks are discussed. A major cruise line tumbles after forecasting weaker-than-expected yields and admitting strategy execution problems.
Mar 2, 2026 • 3min
Lockeed Martin Gains, American Airlines Drops, Nvidia Jumps on News it Will Invest Billions in Data Center Optics Companies
Markets react to new Middle East tensions as defense names rally and energy stocks climb. Airlines and travel firms slide on worries about fuel costs and demand. A major chip maker jumps after committing billions to data center optics firms to support AI infrastructure.
Mar 2, 2026 • 3min
Palantir Upgraded; Nvidia to Invest in Data Center Optics Companies
Investors are buzzing about renewed demand for defense-related AI fueling interest in Palantir. Strong quarterly revenue growth for the software company gets attention. Nvidia commits $4 billion to data center optics firms to accelerate AI hardware and R&D. The move signals a push to build a broader AI ecosystem and boost chip and component demand.
Mar 2, 2026 • 4min
Oil and Defense Stocks Rally, Airlines Decline on Iran Conflict
Energy and defense firms surge as Middle East conflict pushes oil higher and traders rotate into safe plays. Airlines slide amid rising fuel costs and travel disruptions. Tech names feel risk-off pressure from regional instability and cloud outages.
Mar 2, 2026 • 3min
Shell Climbs, BAE Systems Jumps, IAG Plunges
Markets react to heightened Middle East tensions and the sudden surge in oil. European energy stocks jump sharply while defense firms rally on geopolitical risk. Travel and airline shares tumble amid regional flight disruptions and rising fuel costs.
Mar 2, 2026 • 4min
Shell Advances, BAE Systems Gains, IAG Falls
Sam Unstead, Markets Today editor at Bloomberg who analyzes market moves. He breaks down how a spike in oil and natural gas reshapes trading. He explains why defence stocks like BAE Systems jumped amid geopolitical tension. He also covers the sharp hit to airlines and travel firms from regional disruptions.
