Stock Movers

Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Dell Technologies (DELL) shares jumped in extended trading after the company boosted its annual sales forecast by $25 billion due to surging demand for servers to run artificial intelligence tasks. Revenue in the fiscal year ending in January 2027 will be about $192 billion, including $74 billion from the sale of AI servers, which is up from an outlook in May of about $167 billion. The company projected fiscal-year earnings of $25.50 a share, compared with an average estimate of $19.10, and said its operating expenses are a mere 8% of sales, the lowest in Dell’s history.

- Palo Alto Networks (PANW) issued a profit outlook for the year that exceeded Wall Street’s expectations, fueled by corporate demand for stronger defenses against advancing artificial intelligence systems. The company expects revenue between $3.3 billion to $3.31 billion and sees adjusted profit of $4.16 to $4.19 a share, above Wall Street’s average estimate of $4.11. Palo Alto Networks acquired Console, which helps businesses build AI agents that automate internal IT tasks, and its CEO said the latest advancements in AI are elevating cybersecurity to the top of the CIO priority list.

- Credo Technology (CRDO) shares are down 4.8% in extended trading, suggesting investors see the communications equipment company’s second-quarter revenue forecast beat as not good enough after the stock’s 44% rally this year.
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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostic, Kristine Aquino and Tim Stenovec
- CrowdStrike (CRWD) shares are dropping on Tuesday as software stocks broadly pull back amid rising bond yields tied to inflation concerns and climbing oil prices, though the move may also reflect a natural cooldown after the stock’s sharp post-earnings run. The company also launched CrowdStrike SafeMind, a family of purpose-built security models and harnesses from the CrowdStrike Cyber Superintelligence Lab.

- GoPro (GPRO) stock rallies as much as 78% to $1.56, the biggest intraday jump on record, after the action camera maker entered into a definitive merger agreement with privately held optical-photonics company Starman Optical. The deal will to add “US Onshore Optical Transceiver Business, Positioning GoPro to Expand into AI Data Center, Government, Defense and Aerospace Markets,” the company said in a statement

- Apple (AAPL) Chief Executive Officer John Ternus touted the company’s strong product pipeline and teased a “phenomenal” iPhone launch next week. Ternus thanked his predecessor, Tim Cook, for his leadership at Apple and his help during the transition, and Cook is staying on as executive chairman. Ternus said he’s excited about what “lies beyond” the new iPhone release, “including the incredible products already in the works and the ones we haven’t even imagined yet that we’ll dream up and create together. Apple shares rise as a result.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market, a look at the notable movers:
On this episode of Stock Movers:

- Apple (AAPL) Chief Executive Officer John Ternus touted the company’s strong product pipeline and teased a “phenomenal” iPhone launch next week. Ternus thanked his predecessor, Tim Cook, for his leadership at Apple and his help during the transition, and Cook is staying on as executive chairman. Ternus said he’s excited about what “lies beyond” the new iPhone release, “including the incredible products already in the works and the ones we haven’t even imagined yet that we’ll dream up and create together. Apple shares rise as a result.

- The S&P 1500 Transportation Index is down as much as 2.9% on Tuesday, its biggest intraday drop since June 17, as both oil prices and Treasury yields climb. Major decliners among freight transport firms include Saia -6.4%, Old Dominion -6.3%, CSX -5.3%, Union Pacific -3.8%,

- ExxonMobil (XOM) rose 2% and is on track for three straight wins. The energy stock is working its way up a consolidation pattern with a 176.41 buy point. Exxon is gaining ground above its 21-day exponential moving average after reclaiming the line on Monday.
See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- GoPro (GPRO) stock rallies as much as 78% to $1.56, the biggest intraday jump on record, after the action camera maker entered into a definitive merger agreement with privately held optical-photonics company Starman Optical. The deal will to add “US Onshore Optical Transceiver Business, Positioning GoPro to Expand into AI Data Center, Government, Defense and Aerospace Markets,” the company said in a statement.
- Fervo (FRVO) shares rose as much as 15% after it signed a 396 MW power purchase agreement with Google to supply carbon-free energy from its Cape Station enhanced geothermal systems GeoCluster in Utah, expected online in 2028. Analyst Christopher Dendrinos sees the Google deal as positive and sees Fervo now having development visibility for around 1.1 GW of power through 2030.
- Medtronic (MDT) shares rise. The medical device maker boosted its organic revenue forecast for the full year. The firm also posted adjusted profit and revenue for its fiscal first quarter that beat the average analyst estimate. RBC Capital Markets views the overall results as a solid beat & raise to start the year.
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On this episode of Stock Movers:
- Robinhood (HOOD) shares rise. Morgan Stanley raised its recommendation on the exchange to overweight from equal-weight on growth from prediction markets. Analyst Michael Cyprys sees revenue and growth upside for Robinhood as assets per customer has increased and prediction markets are becoming a bigger contributor.
- Duolingo (DUOL) shares gain. Evercore ISI upgraded the language-learning software company to outperform from inline. Analyst Mark Mahaney sees an opportunity following severe weakness in the stock, which is down more than 70% off a peak hit in mid-2025.
- Kroger (KR) shares are mixed. Citi analyst Paul Lejuez cut his price target on the grocer to a Street-low $57 from $61, and adds a downside 30-day catalyst watch on the stock ahead of Kroger’s Sept. 11 earnings report.
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