Show Notes
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Merck (MRK) shares are moving after it raised its full-year profit forecast after third-quarter results topped Wall Street’s expectations, fueled by stronger-than-anticipated sales of cancer blockbuster Keytruda and other newer medicines. The company boosted the lower end of its full-year sales forecast by $500 million and now expects adjusted earnings for the year of $2.77 to $2.82 a share. Sales of Keytruda in both its formulations combined were $8.6 billion, and the company is also developing a growing pipeline of experimental drugs, including a personalized skin cancer vaccine and sacituzumab tirumotecan. - Caterpillar (CAT) shares are moving after it posted quarterly earnings that beat Wall Street expectations as demand for the company's power-generation equipment continued to drive sales. The company's power and energy segment has grown into its largest business by sales, driven by technology companies' need for infrastructure to meet AI's enormous electricity demand. - Microsoft (MSFT) is higher this morning while Google-parent Alphabet (GOOG) is lower after reporting earnings yesterday. Microsoft gained after the software company’s first-quarter results beat expectations on key metrics, including growth in its Azure cloud-computing business. Alphabet, meanwhile, dropped after the Google parent’s third-quarter results featured weaker-than-expected revenue for both Google advertising and search, which offset strong growth in its cloud business. Analysts said the report adds to concerns about AI disrupting search and related businesses. - Marvell Technology (MRVL) shares are moving on news the company is in advanced talks to buy Lumentum, a data center optics maker, according to people familiar with the matter. A transaction may be announced as soon as next week, with Lumentum having a market value of about $83 billion and Marvell worth around $221 billion. See omnystudio.com/listener for privacy information.
More from Stock Movers
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Lloyds Banking Group Plc’s profit beat estimates in the third quarter, but disappointed investors as the UK lender kept its guidance steady against a rising rate environment. - Haleon shares fall as much as 14%, the most since its London listing in 2022, after the healthcare products provider cut its organic sales growth forecast. Analysts said the company flagged challenges in China and Brazil. - Shell shares gain as much as 3.5% after the oil major reported 3Q profit that beat analyst estimates and announced a $5b share buyback. Analysts at RBC see potential for a dividend increase. See omnystudio.com/listener for privacy information.
Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Samsung Electronics plans to hike spending more than 60% this year after selling out of high-end chips for 2027, yet its stock fell after the company failed to outline plans to share ballooning profits and tech shares slumped across Asia. - Shares in PetroChina are rising as investors are being rewarded for taking cover in state-owned enterprises. - Banks across APAC are rallying after Federal Reserve officials left interest rates unchanged yesterday. See omnystudio.com/listener for privacy information.
Today's biggest gainers and decliners in the stock market.
On this episode of Stock Movers: -Vertiv Holdings Co. (VRT) now expects 2026 sales to almost triple since 2021 as it benefits from soaring demand for data center equipment. The company raised its revenue and earnings outlook after third-quarter sales came in 15% stronger than analysts expected and organic orders more than doubled. -GE Healthcare (GEHC) jumps after the maker of X-ray equipment boosted its adjusted earnings per share guidance for the full year and posted results for the third quarter that beat the average analyst estimate. -Boston Scientific (BSX) shares slump after the medical-device maker gave an adjusted earnings per share guidance for the full year that fell short of the average analyst estimate. See omnystudio.com/listener for privacy information.
On this episode of Stock Movers: - Vertiv Holdings (VRT) shares surge. The maker of power and cooling equipment raised its full-year adjusted earnings per share outlook to above consensus estimates. CEO Giordano Albertazzi said in a statement that organic order growth was more than 100% as its role in the data center boom “keeps expanding.” - NXP Semiconductors (NXPI) shares slide. The chipmaker forecast revenue growth that raised concerns a recovery in demand from the auto industry is stalling. Fourth-quarter sales are set to rise about 15% to roughly $3.85 billion, which compares with an average analyst estimate of $3.87 billion. The company's results were described as "just OK" by analyst Joshua Buchalter, who said NXP may not be benefiting from increasing demand from carmakers in the same way that peers have shown. - Enphase Energy (ENPH) shares fell as much as 20%, the most since June 2025, after fourth-quarter guidance from the solar energy equipment manufacturer missed the average analyst estimate. Analysts note that recovery now looks delayed into 2027 and that the macro environment is weakening across all geographies. See omnystudio.com/listener for privacy information.