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
Feb 5, 2026 • 4min
Alphabet Falls, Estee Lauder Tumbles, Hershey Rises on Positive 2026 Forecast
Big-cap tech flags a huge jump in capital spending tied to AI ambitions. Debate over whether the aggressive CapEx is a strategic gamble or a sign of confidence. A cosmetics giant lifts its outlook yet shares slide amid doubts about the turnaround pace. A candy maker boosts its 2026 forecast thanks to pricing, new products and easing costs.
Feb 5, 2026 • 4min
Qualcomm Falls on Earnings; Peloton Slashes Outlook; Estée Lauder Disappoints
A market roundup highlighting Qualcomm’s revenue miss tied to memory supply constraints. Peloton’s downgraded outlook and leadership change after lackluster hardware sales. Estée Lauder’s raised guidance still leaves investors uneasy about the pace of its turnaround.
Feb 5, 2026 • 4min
Alphabet Plans Record Spending; Qualcomm Gives Tepid Forecast; Estee Lauder Slides
Big tech's massive capital spending plans to build AI-era data centers take center stage. A major chipmaker warns of softer sales and component pressures weighing on smartphone demand. A leading beauty company trims forecasts and sees shares slip amid weaker growth.
Feb 5, 2026 • 5min
Shell Dips, Volvo Car Down, Maersk Drops
Louise Moon, Breaking News editor at Bloomberg who explains market moves, breaks down Shell’s Q4 profit miss and the pressures on its oil trading and chemicals arms. She walks through Volvo Car’s record share plunge, restructuring and outlook. She also covers Maersk’s job cuts and cost-discipline plan amid weaker freight rates.
Feb 5, 2026 • 5min
BNP Jumps, Rheinmetall Drops, Maersk Down
Chloe Millet, Bloomberg reporter who covers markets and company reporting, outlines recent moves at BNP Paribas, Rheinmetall and Maersk. She highlights BNP’s profit beat and raised targets. She discusses Rheinmetall’s cautious 2026 outlook and analyst reactions. She explains Maersk’s job cuts and cost-focus amid weaker freight rates.
15 snips
Feb 4, 2026 • 6min
Google Rises; Arm, Qualcomm Fall After Earnings
Isabel Lee, Bloomberg cross-asset reporter with tech and AI expertise. She breaks down Arm's weak AI-linked revenue forecast. She discusses Alphabet’s strong revenue and aggressive capex to build AI infrastructure. She covers Qualcomm’s cautious revenue outlook amid component and handset concerns.
6 snips
Feb 4, 2026 • 9min
Closing Bell: Super Micro Closes Higher, Qualcomm and Alphabet Report Earnings
Coverage of a big AI-driven sales forecast that sent a server maker sharply higher. Discussion of a chipmaker’s cautious revenue outlook and its market impact. Breakdown of a tech giant’s booming cloud growth and vastly increased capital spending plans. Notes on which suppliers could benefit from the surge in infrastructure investment.
Feb 4, 2026 • 4min
Super Micro Rises, AMD tumble on Earnings
Carmen Reineke, Bloomberg News equities reporter and deputy U.S. equities team leader, breaks down recent market movers. She discusses AMD’s cautious sales outlook and why investors reacted. She highlights Super Micro’s upbeat AI-driven demand forecast and contrasts different AI plays. She also covers declines at AppLovin and Unity amid AI monetization worries.
Feb 4, 2026 • 3min
Advanced Micro Devices Falls, Super Micro Computer Jumps, Eli Lilly Gains on Revenue Forecast
Shares slipped after a chipmaker posted a softer-than-expected sales forecast, raising questions about its AI traction. A server hardware firm reported booming demand and a much stronger sales outlook tied to AI data centers. A pharmaceutical company lifted its multi-year revenue forecast thanks to fast-growing GLP-1 products.
Feb 4, 2026 • 4min
AMD Slides, Chipotle Falls, Match Group Climbs on Positive Earnings
AMD’s sales forecast misses expectations and sparks worries about AI traction. Chipotle signals flat same-store sales and struggles to woo budget-conscious diners. Match Group rallies after revenue beats estimates, highlighting mixed app trends.
