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
- Jul 2, 2026 · 6 minMeta plans to sell excess AI compute sparking tech stock declineThis episode reveals how quickly Big Tech infrastructure decisions can disrupt semiconductor supply chains and market valuations.
- Jul 2, 2026 · 5 minEuropean stocks diverge as PPHE plunges and Sodexo beats expectationsThe stark divergence between PPHE's plunge and Sodexo's rise highlights how quickly corporate strategy shifts and earnings surprises can reshape European mid-cap valuations.
- Jul 2, 2026 · 6 minEuropean markets diverge as Soitec falls and Bayer surges on court rulingThis episode reveals the volatile forces driving European equities, from global regulatory rulings to scaling bottlenecks in the tech sector.
- Jul 2, 2026 · 6 minAsian tech sell-off triggers massive market rotation into banking stocksThis episode reveals how capital is rapidly shifting from semiconductor giants to financial institutions as global tech infrastructure plans evolve.
- Jul 1, 2026 · 7 minMeta plans AI cloud business while Bending Spoons makes IPO debutThis episode highlights how tech giants are commercializing excess AI infrastructure and how private equity-style software rollups are finding success in public markets.
- Jul 1, 2026 · 11 minMeta cloud infrastructure plans shake up AI competitors and stock marketsMeta's expansion into AI cloud infrastructure signals a massive shift in tech spending that could disrupt specialized cloud providers and redefine market leadership.
- Jul 1, 2026 · 6 minBending Spoons jumps in IPO while Meta plans AI cloud businessThe day's market action highlights a stark contrast between surging new tech valuations and persistent consumer headwinds facing retail giants.
- Jul 1, 2026 · 6 minTech giants shift strategy as Alcoa drops on multi-billion dollar acquisitionMajor corporate maneuvers, from legal battles to massive industrial acquisitions, are rapidly reshaping tech and commodity markets.
- Jul 1, 2026 · 6 minSoftware stocks rebound and consumer giants navigate shifting buyer demandUnderstanding how legacy software firms and major consumer brands adapt to technological disruption and shifting buyer habits is key to navigating the current market.
- Jul 1, 2026 · 6 minMeta targets cloud rivals while General Mills beats earnings on higher pricingCorporate strategies are shifting rapidly as tech giants invade traditional cloud markets and consumer brands test the limits of their pricing power.
- Jul 1, 2026 · 6 minNike shares drop on weak outlook while Bloom Energy rallies on AI partnershipThis episode highlights how corporate giants are adjusting to shifting consumer demand and the massive energy requirements of the artificial intelligence boom.
- Jul 1, 2026 · 7 minSchneider Electric bets on AI as retail giants face market headwindsMajor corporate moves in Europe reveal how industrial giants are investing heavily in AI while traditional retail sectors brace for a consumer slowdown.