Stock Movers

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, Isabelle Lee, Carol Massar and Tim Stenovec.
- Anthropic has signed an $11.6 billion, seven-year contract with Akamai Technologies (AKAM) for computing power, adding to the AI developer’s growing list of data center deals. Akamai will supply Anthropic access to central processing units, or CPUs, and has issued a warrant that gives Anthropic the right to buy Series B shares that converts into common stock. The contract represents the largest deal in Akamai’s history, with the company estimating that its capital spending tied to the agreement will total about $5.5 billion, and expects revenue from the Anthropic business to total about $150 million to $300 million next year.
- Microsoft (MSFT) shares jump as much as 3.9%, the most intraday since early August, after the technology giant merged the consumer and workplace versions of its Copilot artificial intelligence assistant. The company is merging the consumer and workplace versions of its Copilot AI assistant into one product aimed at corporate customers. The updated software gives users the ability to edit Word or Excel documents within a Copilot app or browser tab and includes a coding assistant to enable regular users to put together dashboards or automate tasks. Microsoft's retreat from the personal chatbot market coincides with the arrival of Meta's Muse, a personal assistant that can act on users' behalf and has raced to the top of the app download charts.
- Meta (META) saw it shares decline despite a week that saw its shares rally on enthusiasm over its new AI initiatives. It unveiled a palm-sized, dedicated gadget for using Muse, the company’s popular new artificial intelligence assistant, pushing deeper into the AI devices market with a surprise announcement.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
Akamai (AKAM) shares climbed as much as 16%, the biggest intraday gain since May 8 on news that signed an $11.6 billion, seven-year contract with it for computing power, adding to the AI developer’s growing list of data center deals.
Twilio (TWLO) shares are trading lower as HSBC downgrades the communications software company to reduce from hold, seeing “limited evidence that Twilio will capture higher-margin AI software” revenue.
McDonald's (MCD) shares are falling after executives at the fast-food chain said during it’s investor event that US sales would be “slightly negative” in the third quarter, after slower-than-expected growth in the previous one.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Comcast (CMCSA) shares fall after KeyBanc Capital Markets cut its recommendation to underweight from sector weight on weakness in broadband.
- People (PPLI) shares jump on a report that MGM Resorts is discussing making a bid to purchase the Barry Diller-owned media giant.
- Shares of refinery companies decline Wednesday after Politco reports that the White House is readying a plan to ban diesel exports for 90 days.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- People (PPLI) shares jump on a report that MGM Resorts is discussing making a bid to purchase the Barry Diller-owned media giant.
- Twilio (TWLO) shares are down as HSBC downgrades the communications software company to reduce from hold, seeing “limited evidence that Twilio will capture higher-margin AI software” revenue.
- Comcast (CMCSA) shares fall after KeyBanc Capital Markets cut its recommendation to underweight from sector weight on weakness in broadband.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Akamai Technologies (AKAM) shares soar after the cloud provider inked a seven-year $11.6 billion deal to provide computing power to Anthropic. Analysts say the deal should boost Akamai’s growth and its profitability profile looks attractive, given the contract is entirely focused on CPUs.
- People (PPLI) shares jump on a report that MGM Resorts is discussing making a bid to purchase the Barry Diller-owned media giant.
- Costco Wholesale (COST) quarterly profits surpassed Wall Street’s estimates after the company recorded a benefit related to tariff refunds.
See omnystudio.com/listener for privacy information.