Stock Movers

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Ford (F) stock surged Wednesday after Morgan Stanley issued a bullish call that the automaker’s energy storage business could soon make a deal with hyperscalers. Shares climbed as much as 15% by 2:25 p.m. in New York, putting the stock on track for the biggest one-day gain since March 2020, and helping it turn positive for the year.
- ON Semi (ON) gained as part of a broader rally in chipmakers as supply for global memory chips, key to AI infrastructure build-outs, tightens further. This also comes ahead of Nvidia CEO Jensen Huang joining President Trump on his visit to China - giving the sector a further boost.
- Birkenstock (BIRK) shares traded lower after the footwear maker reported revenue and operating profit for the second quarter that missed consensus estimates. The war in the Middle East negatively impacted EMEA revenue by about €6 million and caused an estimated 300 basis-point headwind to the region’s growth in the quarter, the company said.
See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Micron (MU) shares gain. Shares in chipmakers, opticals and storage firms gain as supply for global memory chips, key to AI infrastructure build-outs, tightens further. The sector is also getting a boost as Nvidia’s Jensen Huang joined President Donald Trump on his visit to China.
- Akamai (AKAM) shares gain after BofA upgraded the company to buy from neutral. “The story has shifted from a legacy delivery network to a credible AI infrastructure platform,” and “large cloud infrastructure wins, including a $1.8bn, 7 year deal, signal real demand for distributed AI, not just narrative,” writes analyst Tal Liani.
- Trade Desk (TTD) shares fall after HSBC analyst Mohammed Khallouf cut his recommendation to reduce from hold, following the advertising-technology company’s disappointing earnings report issued after market close on May 7. Executives guided for for the slowest pace of revenue growth since its 2016 listing, Khallouf notes.
See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Nvidia (NVDA) shares rise. An upcoming meeting between US President Donald Trump and Chinese President Xi Jinping could impact stocks that have been setting records. Nvidia CEO Jensen Huang joins Trump on his trip. US investors seem largely unperturbed ahead of the talks, with the S&P 500 Index projected to move about 0.7% on each of the meeting days.
- Wix.com (WIX) slumps. The web-platform company reported first-quarter results that analysts view as disappointing. The company maintains previous full year 2026 outlook and continues to expect both bookings and revenue to grow at mid-teens percentage on a year-over-year basis.
- Birkenstock (BIRK) shares slide. The footwear maker reported revenue and operating profit for the second quarter that missed consensus estimates. The war in the Middle East negatively impacted EMEA revenue by about €6 million and caused an estimated 300 basis-point headwind to the region’s growth in the quarter, the company said.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Nvidia (NVDA) shares are higher on news CEO Jensen Huang joined US President Donald Trump on his visit to China as a last-minute addition, thrusting AI and technology into the spotlight before a high-stakes Beijing summit.
- Nebius Group (NBIS) is moving this morning as it reported revenue for the first quarter that beat the average analyst estimate.
- SoftBank (SFTBY) is up after it reported a surge in quarterly profit due to valuation gains on its OpenAI investment. The gains on OpenAI outweighed lackluster investment gains elsewhere in the Tokyo-based technology group’s portfolio while war in the Middle East roiled markets.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Nvidia (NVDA) shares are higher on news CEO Jensen Huang joined US President Donald Trump on his visit to China as a last-minute addition, thrusting AI and technology into the spotlight before a high-stakes Beijing summit.
- Micron Technology (MU) is higher this morning as investors bought the dip ahead of President Donald Trump's summit with Chinese leader Xi Jinping in Beijing, with a focus on rebounding chip stocks.
- Zebra Technologies (ZBRA) is higher as it was upgraded to overweight from sector weight at KeyBanc Capital Markets following strong 1Q26 results.
See omnystudio.com/listener for privacy information.