Stock Movers

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Feb 26, 2026 • 4min

Krispy Kreme Earnings; Papa John’s Shares Slide, Nutanix Soars

Discussion of a turnaround plan that trims leverage and leans on AI and loyalty moves to revive a legacy donut chain. A pizza chain sees weaker sales and a softer outlook as customer spending shifts. A software stock jumps after a major chipmaker commits $150 million and announces a strategic engineering and sales partnership.
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Feb 26, 2026 • 5min

London Stock Exchange Group Rises, Engie Jumps, Schneider Electric Gains

Market movers include a major exchange lifting guidance and unveiling a £3 billion buyback. A French utility makes a bold move into UK power networks with a multi‑billion pound deal. An electrical equipment maker posts steady results and a cautious but solid outlook. Discussion also covers AI risks to data businesses and booming data center orders driving future sales.
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Feb 26, 2026 • 5min

Rolls-Royce Climbs, Puma Gains, WPP Slumps

Chloe Millay, Bloomberg reporter known for market and company analysis. She breaks down Rolls‑Royce’s surprise buyback and raised targets. She highlights Puma’s signs of recovery, led by stronger Asian sales. She covers WPP’s sweeping cost cuts and the push to reinvest in AI and data.
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Feb 25, 2026 • 4min

Nvidia Surges on Upbeat Sales, Salesforce Disappoints, Snowflake Falls

Big tech earnings move the market. Nvidia posts a bullish revenue forecast that fuels AI hardware optimism. Salesforce offers lukewarm sales guidance, raising concerns about competition in the AI era. Snowflake reports in-line product revenue, leaving investors underwhelmed. Market reactions and the broader implications for AI spending are discussed.
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Feb 25, 2026 • 8min

Closing Bell: Salesforce's Revenue Disappoints, Cava Soars, Lowe's Falls

Coverage of Salesforce’s cautious revenue outlook and investor skepticism about its AI strategy. A deep look at Cava’s upbeat sales forecast that sent shares higher. Analysis of Lowe’s below‑par guidance signaling a soft housing market. Quick rundowns of big earnings from Trade Desk, Zoom, Snowflake and others.
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Feb 25, 2026 • 5min

Housing Stocks Sink, Netflix Gains, Nvidia Up Before Earnings

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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Feb 25, 2026 • 3min

Cava Group Soars, Lowe's Drops, Workday Dives After CEO Says Anthropic and OpenAI Use His Company’s Software

Shares in a fast-casual chain jump after an upbeat long-range sales forecast. A home-improvement retailer falls on weaker-than-expected guidance tied to high borrowing costs and softer big-ticket spending. An enterprise software firm slides amid headlines about top AI companies using its products and investor anxiety over AI disruption.
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Feb 25, 2026 • 3min

Hewlett Packard Drops, Circle Internet Surges, First Solar Slumps as Net Sales Outlook Disappoints

Bailey Lipschultz, Bloomberg senior equities reporter who covers market-moving corporate earnings. She breaks down HP’s profit warning tied to memory costs and tariffs. She explains Circle’s surge driven by booming stablecoin demand. She outlines First Solar’s weaker net sales outlook and the questions it raises for near-term demand.
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Feb 25, 2026 • 5min

Workday Falls on Margin Outlook Miss; Cava Jumps After Upbeat Forecast; Diageo Drops on Weaker Guidance

Coverage of a software vendor’s subscription guidance miss and worries that AI automation could be disrupting enterprise sales. Discussion of leadership shifts tied to performance pressure at big cloud players. A fast-casual chain lifts its comp-sales outlook and investor optimism. A major spirits maker trims guidance amid weaker demand and distribution challenges.
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Feb 25, 2026 • 5min

Dismal Diageo, Santander's Vow, Trainline's Exit

Diageo cuts guidance and trims its dividend as it struggles to revive demand in the US and China. Santander sets an ambitious target to top €20 billion in net income by 2028 and leans on a US acquisition to help get there. Trainline shares tumble after its CEO announces she will step down, stirring concern about leadership timing and future competition.

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