Boeing Stock Rises, Nvidia Falls, On Holding Shares Up
On this episode of Stock Movers:- Boeing (BA) shares are up as Airbus SE agreed to take over some assets and sites from Spirit AeroSystems Holdings Inc., clearing the way for the struggling US aerospace supplier to be acquired back by its former parent. Boeing also got an upgrade over at Bernstein, saying that the airplane maker is now making the progress that it needed for the growth trajectory. However, analysts did note that while they can't assume all the risks are gone after high FAA scrutiny, BCA (Boeing Commercial Airplanes) should be on a much firmer path than in 2023”.- Nvidia (NVDA) shares fell as the company prepares for a new challenge in the artificial-intelligence chip sector from China's Huawei Technologies. Huawei is getting ready to test a new and powerful artificial intelligence processor that the company hopes can replace some products made by Nvidia, the Wall Street Journal reported. The progress by the Shenzhen-based networking and electronics leader shows the resilience of China’s semiconductor industry in the face of efforts by the Trump administration to stymie it, including by blocking access to some Western chip-making equipment, the newspaper said on Sunday.- On Holding (ONON) shares jumped after Citi raised the Swiss shoemaker to buy from neutral. They said it’s among the best-positioned brands to navigate the current uncertain environment and pass on higher costs to consumers if needed. Analyst Paul Lejuez calls On one of the fastest growing brands in the athletic/apparel and footwear industries, and highlights its geographically diverse sales base and and low sourcing exposure in China.See omnystudio.com/listener for privacy information.
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5:55
Spotify Down, Boeing Climbs, Plug Power Soars
On this episode of Stock Movers: - US shares of Spotify Technology (SPOT) are down. This comes as they report first-quarter results tomorrow before the market opens in New York. Investors will be looking for more details about when and how the company will raise prices. It is reportedly planning an increase in Europe as soon as June. The Swedish streaming platform is looking for ways to fuel earnings growth, particularly in video. On Monday, the company said it paid $100 million to podcast publishers and creators in the first quarter. The company will also share an update on the video creator program that launched in January.- Boeing (BA) are up after Bernstein upgrades to outperform from market perform noting that the aircraft maker is now “making the progress it needed for the growth trajectory.” Analysts did note that while they can't assume all the risks are gone, after high FAA scrutiny, BCA (Boeing Commercial Airplanes) should be on a much firmer path than in 2023”. - Plug Power (PLUG) shares jumped the most in nearly a year after the hydrogen company announced a $525 million secured debt facility, said it doesn’t plan to raise more equity in 2025 and reported preliminary first-quarter results in line with analysts’ estimates. Plug expects to report revenue of $130 million to $134 million when it releases its full first-quarter results in early May, versus a consensus estimate of $131.6 million. The company also reported completing construction of a hydrogen production plant in Louisiana that will serve customers including Amazon.com Inc. and Walmart Inc.See omnystudio.com/listener for privacy information.
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5:46
Boeing Rises, Eli Lilly Slips, Peloton Jumps on Anticipated Growth
On this episode of Stock Movers:- Boeing (BA) shares rise after Bernstein upgrades to outperform from market perform noting that the aircraft maker is now “making the progress it needed for the growth trajectory.” - Eli Lilly (LLY) shares dip after HSBC double downgraded the stock to reduce — a sell-equivalent rating — from buy, saying the drugmaker’s risk-reward “is not attractive.”- Peloton Interactive (PTON) shares jump after the Truist Securities upgraded the fitness company to buy from hold, saying the stock is finally nearing a point where the company’s improving fundamentals should support a recovery in shares.See omnystudio.com/listener for privacy information.
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3:50
Domino's Falls, Merck Rises, Airbus Higher After Assuming Spirit Assets
On this episode of Stock Movers:- Domino's Pizza (DPZ) shares fall after the company reported revenue for the first quarter that missed the average analyst estimate. Revenue $1.11 billion, +2.5% y/y, estimate $1.12 billion. The company didn't provide an outlook for 2025. - Merck (MRK) shares rise after the company agreed to buy SpringWorks Therapeutics Inc. for $47 per share in cash, representing an equity value of about $3.9 billion and a 26% premium for SpringWorks. The acquisition is expected to boost Merck's health-care division.- Airbus (AIR FP) shares rise after the company agreed to take over some assets and sites from Spirit AeroSystems Holdings Inc., clearing the way for Spirit to be acquired by Boeing Co. The deal includes Airbus taking over facilities in Kinston, North Carolina; France; Belfast, Ireland; and Prestwick, Scotland, with Airbus receiving a $439 million payment from Spirit and providing $200 million in credit lines.See omnystudio.com/listener for privacy information.
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2:59
Nvidia's Huawei Threat; Tesla Leads Mag 7; Deliveroo's DoorDash Bid
On this episode of Stock Movers:- Nvidia (NVDA) is down in early trading after China’s Huawei Technologies is reportedly getting ready to test a new and powerful artificial intelligence processor that the company hopes can replace some products made by Nvidia - that's according to the Wall Street Journal. The progress by the Shenzhen-based networking and electronics leader shows the resilience of China’s semiconductor industry in the face of efforts by the Trump administration to stymie it.- Tesla (TSLA) is leading the Mag 7 premarket gains following its best week of 2025. Despite a less-than-great earnings last week, Tesla founder Elon Musk says he will put more focus on the company rather than government work, which has provided a boon for the stock.- Deliveroo (DROOF) shares jumped more than 18%, the most since 2021, after the British delivery firm disclosed an acquisition offer from DoorDash. On Friday, Deliveroo said in a filing that it had received a cash offer from DoorDash at £1.80 per Deliveroo share. That would value the company at about $3.6 billion, according to calculations by Bloomberg.See omnystudio.com/listener for privacy information.
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