Épisodes

  • Closing Bell: Palantir Earnings, Amazon Continues Gains, Cipher Mining Signs with Amazon
    Nov 3 2025

    Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Tim Stenovec and Carol Massar.

    On this episode of Stock Movers:

    - Amazon (AMZN) was up 4% at the close. Analysts raised price targets after Amazon reported earnings last week. Amazon's gains continued today after the tech giant’s cloud unit signed a $38 billion deal to supply OpenAI with Nvidia graphics processing units as part of a seven-year deal.

    - Cipher Mining (CIFR) closed 22% higher, after a deal signed with Amazon. The company signed a $5.5 billion, 15-year lease agreement to provide turnkey space and power for AI workloads. The firm also reported adjusted earnings per share for the third quarter that beat the average analyst estimate.

    - Palantir rose as much as 4% in afterhours trading on its earnings report. Palantir Technologies raised its annual revenue outlook to $4.4 billion and outpaced analyst estimates for third-quarter sales, citing “accelerating and otherworldly” growth for its artificial intelligence and data analytics products.

    See omnystudio.com/listener for privacy information.

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    8 min
  • Cisco Rises on Unified Edge, Disney Declines, Pfizer Battles for Metsera
    Nov 3 2025

    On this episode of Stock Movers:

    - Cisco Systems (CSCO) is rising after the company unveiled a new all-in-one product called Unified Edge to help retail stores, health care facilities and factories use artificial intelligence with a single rack of equipment.

    - Walt Disney Co. (DIS) is declining after it asked YouTube TV to restore the broadcast of its ABC network for Election Day. The fight over distribution fees drags on and is impacting subscribers.

    - Pfizer (PFE) accused Novo Nordisk of trying to stifle competition in the weight-loss market by attempting to acquire obesity startup Metsera Inc., the second lawsuit in four days as Pfizer tries to retain its grip on a deal that Novo upended last week.

    See omnystudio.com/listener for privacy information.

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    5 min
  • Kimberly-Clark Sinks, Nvidia Higher, Microsoft Jumps on IREN Deal
    Nov 3 2025

    On this episode of Stock Movers:

    - Kimberly-Clark (KMB) shares sink after after the company agreed to buy Kenvue Inc. in a deal worth roughly $40 billion, providing a lifeline to the struggling Tylenol maker.
    - Nvidia (NVDA) shares higher after Amazon announced their cloud unit signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for Nvidia's computing power.
    - Microsoft (MSFT) shares rose after the company signed a roughly $9.7 billion deal to buy artificial intelligence computing capacity from IREN Ltd., becoming the Australian company’s largest customer.

    See omnystudio.com/listener for privacy information.

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    3 min
  • Kenvue Higher, IREN Rises, Amazon Jumps on Open AI Deal
    Nov 3 2025

    On this episode of Stock Movers:

    - Kenvue (KVUE) shares rally after the company agreed to buy Kenvue Inc. in a deal worth roughly $40 billion, providing a lifeline to the struggling Tylenol maker.

    -IREN (IREN) shares jump after Microsoft Corp. has signed a roughly $9.7 billion deal to buy artificial intelligence computing capacity from IREN Ltd., becoming the Australian company’s largest customer.

    - Amazon (AMZN) shares higher after the company announced their cloud unit signed a $38 billion deal to supply a slice of OpenAI’s bottomless demand for computing power. Amazon shares surged.

    See omnystudio.com/listener for privacy information.

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    6 min
  • Kenvue and Iren M&A Activity; Cipher Mining Amazon Deal
    Nov 3 2025

    On this episode of Stock Movers:
    - Kenvue (KVUE) is soaring while Kimberly-Clark (KMB) is lower on news Kimberly-Clark agreed to buy the consumer health company in a cash and stock deal at an enterprise value of about $48.7 billion. Kimberly-Clark shares slump as much as 16% before the bell. Kenvue holders to get $3.50 per share in cash and 0.14625 Kimberly-Clark shares per Kenvue share
    - Iren (IREN) is jumping after it announced it signed a five-year GPU cloud services contract with Microsoft (MSFT) valued at about $9.7 billion, and that it also entered into a $5.8 billion agreement with Dell Technologies (DELL) to purchase GPUs and related equipment.
    - Cipher Mining (CIFR) is rising after signing a $5.5 billion, 15-year lease agreement with Amazon to provide turnkey space and power for AI workloads.

    See omnystudio.com/listener for privacy information.

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    4 min
  • Kenvue Soars on M&A; Dell and Iren jump on Deal; MMC Downgrade
    Nov 3 2025

    On this episode of Stock Movers:
    - Kenvue (KVUE) is soaring while Kimberly-Clark (KMB) is lower on news Kimberly-Clark agreed to buy the consumer health company in a cash and stock deal at an enterprise value of about $48.7 billion. Kimberly-Clark shares slump as much as 16% before the bell. Kenvue holders to get $3.50 per share in cash and 0.14625 Kimberly-Clark shares per Kenvue share
    - Dell (DELL) is rising as Iren announced it signed a five-year GPU cloud services contract with Microsoft (MSFT) valued at about $9.7 billion, and that it also entered into a $5.8 billion agreement with Dell Technologies (DELL) to purchase GPUs and related equipment. Iren (IREN) is jumping on the news as well.
    - Marsh & McClenon (MMC) is lower after Bank of America Global Research cut the recommendation on Marsh & McLennan to underperform from neutral. The price target is set to $181, implying a 1.6% increase from last price.

    See omnystudio.com/listener for privacy information.

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    4 min
  • Ryanair Dips, A2A Gains, Mercedes Rises
    Nov 3 2025

    On this episode of Stock Movers:
    - Ryanair CEO Michael O'Leary struck a note of caution on UK taxes even as the airline beat earnings estimates and expects to exceed its passenger growth target for the full year.
    - A2A shares reached their highest since March 2008, as Morgan Stanley upgrades to overweight, saying the firm is an “under-the-radar” potential beneficiary of a data center build-out.
    - Mercedes shares rose after DZ Bank AG raised its recommendation on the German automaker from hold to buy.

    See omnystudio.com/listener for privacy information.

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    4 min
  • BP Rises, Campari Group Down, Ryanair Dips
    Nov 3 2025

    On this episode of Stock Movers:
    - BP agreed to divest stakes in US shale assets to Sixth Street for $1.5 billion as it seeks to shore up its balance sheet and win back investor confidence.
    - Campari Group shares fell after Italian prosecutors ordered the seizure of around €1.3 billion ($1.5 billion) in shares from the holding company that controls the drinks maker.
    - Ryanair CEO Michael O'Leary struck a note of caution on UK taxes even as the airline beat earnings estimates and expects to exceed its passenger growth target for the full year.

    See omnystudio.com/listener for privacy information.

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    5 min