Stock Movers

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers, we focus on three major earnings reports:
- Nvidia (NVDA) the world’s most valuable company, gave another bullish quarterly revenue forecast, signaling that the massive build-out of AI computing remains on track. Fiscal first-quarter sales will be about $78 billion, the chipmaker said in a statement Wednesday. That compares with an average Wall Street estimate of $72.8 billion, according to data compiled by Bloomberg. The outlook helped soothe concerns about a bubble in AI investments. Huang has repeatedly downplayed fears that the run-up in spending on artificial intelligence hardware isn’t sustainable. He argues that it will take years to replace the world’s installed base of older computers with machines that offer a leap forward in productivity. Nvidia shares, among the 10 worst-performing chipmaker stocks this year, rose about 4% in extended trading following the announcement.
- Salesforce (CRM) gave a lukewarm outlook for sales growth in the new fiscal year, fueling Wall Street’s worries that the software giant will lose out to new competitors in the age of AI. Revenue will be about $46 billion in the fiscal year ending in January 2027, the company said Wednesday in a statement. The forecast was in line with the analysts’ estimates, but failed to impress investors. The shares declined about 3% in extended trading after closing at $191.75 in New York.
- Salesforce (SNOW) gave an outlook for quarterly sales that was in line with estimates, disappointing investors who were looking for a stronger showing to overcome jitters about the software industry’s viability in the age of AI. Product revenue will be about $1.26 billion in the period ending in April, the company said Wednesday in a statement. Product revenue makes up the majority of Snowflake’s total and is closely watched by investors. The shares fell about 2% in extended trading after closing at $169.21 in New York. The stock had declined about 23% this year as Wall Street has grown broadly anxious about the potential for AI-driven disruption in the software industry.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.
- Salesforce (CRM) gave a lukewarm outlook for sales growth in the new fiscal year, fueling Wall Street’s worries that the software giant will lose out to new competitors in the age of AI. Revenue will be about $46 billion in the fiscal year ending in January 2027, the company said Wednesday in a statement. The forecast was in line with the analysts’ estimates, but failed to impress investors. The shares declined about 3% in extended trading after closing at $191.75 in New York.
-Cava (CAVA) shares jumped the most intraday since August 2024, after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative.
-Lowe's (LOW) forecast sales guidance for the full year that fell short of expectations, a sign the housing market will remain lackluster in the near term due to high borrowing costs and economic volatility. The company said it expects comparable sales to be flat to as much as 2% higher compared with the prior year. The midpoint of that range is lower than what Wall Street analysts were expecting for the period. Lowe’s comparable sales and adjusted earnings for the fourth quarter ended Jan. 30 beat estimates. Shares fell on Wednesday in regular trading in New York. The stock had gained about 16% this year, outpacing the S&P 500 Index.
The team also covered a big round of earnings, including from: Trade Desk, Chime Financial, Zoom and Snowflake.
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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- Stocks exposed to the US housing market plummeted Wednesday as investors assessed grim outlooks from companies like home improvement retailer Lowe’s Cos Inc., and weighed the lack of a housing policy update during President Donald Trump’s State of the Union speech. The S&P composite homebuilder index shed as much as 5.2%, the most since last April’s tariff-related market meltdown. The declines were led by Green Brick Partners Inc., Lennar Corp., Champion Homes Inc., Dream Finders Homes Inc., Installed Building Products Inc., DR Horton Inc. and TopBuild Corp. Mortgage-exposed companies like Rocket Cos Inc. fell as well.

- Netflix (NFLX) shares are rallying on Wednesday, as investors continue to monitor the bidding war between the company and Paramount Skydance for Warner Bros. Discovery.

- Nvidia is helping to lead the U.S. stock market higher on Wednesday, ahead of the chip company's highly anticipated profit report coming after trading ends for the day. The S&P 500 rose 0.8% and recovered its losses from earlier in the week, when stocks swung sharply as investors tried to separate potential losers from winners in the artificial-intelligence boom.
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On this episode of Stock Movers:
- Cava Group (CAVA) shares soar after the fast-casual chain’s restaurant comp sales forecast for 2026 came in above the average estimate from analysts. They are positive about the company’s forecast and note that it might still be conservative.
- Lowe's (LOW) shares drop after the company forecasted sales guidance for the full year that fell short of expectations due to high borrowing costs and economic volatility. The company expects comparable sales to be flat to as much as 2% higher compared with the prior year, with the midpoint of that range lower than Wall Street analysts' expectations.
- Workday (WDAY) shares drop after Workday Chief Executive Officer Aneel Bhusri said leading AI companies like Anthropic — which investors fear will disrupt the software industry — actually use his company’s products.
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On this episode of Stock Movers:
- Hewlett Packard (HP) shares drop after the company gave a profit outlook for the current quarter that may fall short of estimates, citing tariffs and the rising price of memory chips.
- Circle Internet (CRCL) shares surge after the company said strong demand for its stablecoin bolstered profit and revenue during the fourth-quarter downturn in digital assets. Revenue increased 77% to $770 million from the year-earlier period, and net income was $133 million, or 43 cents a share, with adjusted earnings beating consensus estimates.
- First Solar (FSLR) shares slump after the company reported a 2026 net sales forecast which missed the average analyst estimate. Baird analyst Ben Kallo downgraded the stock on mixed 4Q results “and several question marks in forward outlook” as management comments have left him “incrementally negative” as the company remains hesitant with booking new business.
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