Stock Movers
Hosted by Carol Massar, Chloe Melley, Katie Greifeld, Romaine Bostick & Tim Stenovec · 946 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 946
- Aug 10, 2026 · 6 minBerkshire rises on strong buybacks while monday.com and Tenax plungeUnderstanding the stark divergence between cash-rich conglomerates, software firms facing AI disruption, and high-risk biotech ventures reveals the current forces driving market volatility.
- Aug 10, 2026 · 5 minIntel drops on stock offering while Akamai rises despite analyst downgradesThis episode reveals how tech giants are funding their AI ambitions and how markets are reacting to aggressive capital raises.
- Aug 10, 2026 · 6 minRocket Lab climbs, Moderna wins approval, and Intel plans stock offeringUnderstanding these pivotal corporate developments reveals where major capital is flowing across the aerospace, biotechnology, and artificial intelligence sectors.
- Aug 10, 2026 · 5 minHPE gains on upgrade as Intel seeks billions for AI expansionThe episode shows how analyst sentiment and expensive AI infrastructure plans can move major technology stocks in opposite directions.
- Aug 10, 2026 · 6 minBerkshire buybacks meet an AI-fueled semiconductor surgeThe episode connects Berkshire Hathaway’s earnings and capital allocation decisions with TSMC’s demand-driven growth and Verisk Analytics’ legal setback.
- Aug 10, 2026 · 7 minChip stocks rally as Aryzta falters and hiring steadiesThe episode connects semiconductor momentum, bakery-sector weakness and early signs of stability in UK recruitment markets.
- Aug 10, 2026 · 7 minEuropean shares split as Vistry falters and Aumovio reboundsThe episode shows how company-specific cash pressures, analyst sentiment, and earnings strength are driving sharply different outcomes across European stocks.
- Aug 10, 2026 · 7 minNvidia boost lifts Taiwan tech as yen weakness tests JapanThe episode connects company-specific market moves with broader pressures from US restrictions, earnings surprises, and possible Japanese currency intervention.
- Aug 9, 2026 · 9 minAI demand meets costly infrastructure as earnings loomThe episode frames three different earnings tests: subscriber momentum and legal risk, AI infrastructure economics, and food-safety fallout.
- Aug 7, 2026 · 6 minAI demand fuels Palantir surge while supply chain drag hits HoneywellThe gap between AI-driven market winners and supply-chain-constrained legacy giants is widening, redefining how both enterprise software and consumer pricing operate.
- Aug 7, 2026 · 6 minAirbnb surges on travel demand while Under Armour slides on weak retailThis market snapshot reveals a stark split between resilient experiential spending and weakening global retail demand.
- Aug 7, 2026 · 8 minAtlassian surges on strong outlook while Sweetgreen tumbles on outlook cutUnderstanding these sharp market movements reveals how tech innovation, consumer health concerns, and travel demand are shifting corporate valuations in real time.