Stock Movers
Hosted by Carol Massar, Chloe Melley, Katie Greifeld, Romaine Bostick & Tim Stenovec · 942 decoded episodes · newest Oct 9, 2026
<p>Listen for five-minute conversations on today's biggest winners and losers in the stock market. </p> <p>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.</p>
Episodes 942
- Sep 11, 2026 · 6 minAI spending lifts Microsoft while Oracle and Adobe expose investor doubtsThe episode shows how cloud investment, AI demand, margins, and competitive pressure are reshaping the market’s response to technology earnings.
- Sep 11, 2026 · 7 minAI server demand lifts HPE and Dell as Oracle shares retreatThe episode shows how enthusiasm for AI infrastructure can lift hardware stocks while investors punish strong cloud growth when margins narrow.
- Sep 11, 2026 · 7 minApple lifts Skyworks as Lululemon and Cooper stumbleThe episode shows how product cycles, competitive pressure, leadership uncertainty, and revised guidance can quickly reshape individual stock narratives.
- Sep 10, 2026 · 6 minAI competition pressures Asian tech stocks as Japanese banks riseThe episode connects cheaper AI models, rising hardware costs and shifting Japanese monetary policy to divergent fortunes across Asian markets.
- Sep 10, 2026 · 7 minEuropean stocks split as guidance cuts meet turnaround hopesThe episode pairs immediate signals from European companies with a broader look at how cities can plan for rapid urbanization.
- Sep 10, 2026 · 6 minEuropean stocks weigh weak demand against strategic betsThe episode connects immediate market reactions at three European companies with the longer-term challenge of building cities for rapid urbanization.
- Sep 10, 2026 · 6 minComcast loses broadband ground as Apple and Meta pursue growthThe episode connects a weakening connectivity business with two technology bets that could reshape consumer demand and investor expectations.
- Sep 10, 2026 · 7 minRetailers stumble as Macy’s, American Eagle and JetBlue slideThe episode shows how strong results, weakening demand and capacity cuts can produce sharply different pressures across retail and airlines.
- Sep 10, 2026 · 5 minRetail guidance shocks stocks as cities plan for explosive growthThe episode links immediate market repricing at three retailers and manufacturers with the longer-term challenge of building infrastructure for expanding cities.
- Sep 10, 2026 · 6 minAI spending and urban growth test corporate and city planningThe episode connects market pressure around AI infrastructure, copper supply, and energy equipment with the longer-term challenge of building cities for rapid growth.
- Sep 10, 2026 · 6 minAI spending and policy uncertainty rattle major stocksThe episode connects three distinct sources of market pressure—weak guidance, uncertain copper policy, and debt-heavy AI investment—before turning to cities adapting to rapid growth.
- Sep 10, 2026 · 8 minOracle bets big on AI as cities plan for rapid growthThe episode connects market reactions to a broader question: how much capital and long-term planning will businesses and cities need to adapt to AI and population growth.