Stock Movers

On this episode of Stock Movers:
- Oracle's (ORCL) cloud computing business grew faster than analysts projected, with sales in the cloud infrastructure business jumping 121% to $7.4 billion. The company added 850 megawatts of data center capacity in the quarter and reported $28.5 billion in capital expenditures, mostly on data center equipment. Oracle booked more than $30 billion of additional AI cloud contracts during the quarter, raising its remaining performance obligations, a measure of future revenue. Shares of Oracle gained in extended trading on Thursday.
- Apple (AAPL) rallied as analysts and Wall Street traders cheered the company's rollout of the new foldable iPhone, called Duo. The latest addition to the iPhone universe was announced at new CEO John Ternus' first major product reveal on Wednesday.
- Freeport-McMoRan (FCX) shares fell in trading today after the White House was said to be assessing refined copper tariffs as it balances worries about higher prices against the potential benefits of encouraging more domestic mining. According to Reuters, a White House official said the administration had not made a final decision on the tariffs and confirmed that the Commerce Department provided an update to ​Trump by a June 30 deadline.
See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Cooper (COO) shares tumble as much as 20%, most intraday since 2008, after the healthcare supplies maker cut its adjusted earnings-per-share and revenue guidance for the full year. Analysts note weakness in the firm’s CooperVision (CVI) unit weighing on its sales forecast.
- Freeport-McMoRan (FCX) shares fall as the White House still needs to decide on copper tariffs.
- Oracle (ORCL) shares are struggling due to the company's massive debt load taken on to build out artificial intelligence infrastructure. The company's earnings report will give Wall Street an indication of how much patience investors have left for such heavy AI spending, with a focus on spending plans and cash flow. Oracle's capital expenditures are expected to be nearly $20 billion in the quarter, driving free cash flow to about negative $10 billion, among the lowest readings in the company's history.
See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Oracle (ORCL) shares drop. Oracle Corp. shares are struggling due to the company's massive debt load taken on to build out artificial intelligence infrastructure. The company's earnings report will give Wall Street an indication of how much patience investors have left for such heavy AI spending, with a focus on spending plans and cash flow.
- Freeport-McMoRan (FCX) shares fall. Copper stocks are falling on Thursday after Reuters reported that the White House has not ​yet made a decision on refined copper tariffs as it weighs concerns of higher prices raising manufacturing costs against the potential benefits of encouraging more domestic mining, citing two people familiar with the matter.
- Baker Hughes (BKR) shares are down post-earnings. According to Bloomberg Intelligence: Baker Hughes' updated 2026 guidance, which includes newly acquired Chart Industries, reflects initial softness for the business, as the implied 17.1% Ebitda margin for the unit is below its stand-alone 2025 margin of 23.8%.
See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:
- Cooper (COO) shares tumble 14% postmarket after the healthcare supplies maker cut its adjusted earnings per share and revenue guidance for the full year. The firm’s fourth-quarter profit and revenue forecasts also fell short of Wall Street’s expectations.
- Macy's (M) shares sink. The company’s third quarter guidance left investors unimpressed, overshadowing a strong quarterly performance and increase in outlook. The company’s bottom end of comparable sales and sales guidance is below analysts estimates but the top line is ahead. Macy’s adjusted diluted earnings per share guidance is also below estimates.
- American Eagle (AEO) shares drop. The apparel firm’s second-quarter total comparable sales fell short of the average analyst estimate. Analysts note that strength at its aerie brand was more than offset by weakness at AE.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Macy's (M) shares are lower, erasing an earlier advance, as investors weigh much better-than-expected comparable sales and adjusted EPS in the second quarter against a less robust third-quarter guidance. The full magnitude of the 2Q beat is not reflected in the annual guidance boost.
- American Eagle (AEO) is falling after the apparel firm’s second-quarter total comparable sales fell short of the average analyst estimate.
- JetBlue (JBLU) shares are falling after the airline slashed its available seat miles forecast for the third quarter.
See omnystudio.com/listener for privacy information.