Stock Movers

On this episode of Stock Movers:
- Nike (NKE) shares edged lower after Piper Sandler downgraded the company to neutral from overweight on concerns that athleisure is becoming too saturated across the industry. Analyst Anna Andreeva says the sportswear giant is also a quarter away from lapping big gains in its Running business and worry that athleisure might be at “peakish levels.”
- Coreweave (CRWV) shares rise after news Anthropic agreed to rent data center capacity to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, with capacity including a variety of Nvidia Corp. chip architectures at data centers in the US.
- Shake Shack (SHAK) shares rise. Mizuho Securities raised the recommendation on Shake Shack Inc. Class A to outperform from neutral, saying its valuation looks attractive with catalysts ahead. “Our checks point to Q1 SSS growth upside, with drivers in place for comp momentum and restaurant-level margins ahead of current expectations as 2026 progresses,” analyst Nick Setyan wrote in a note.
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On this episode of Stock Movers:
-Organon (OGN) share surge after the Economic Times reported that Sun Pharmaceutical is set to make a $12 billion offer for Sun Pharma. Sun Pharma has completed detailed due diligence that lasted over three months and is now finalizing a financing package before submission of a firm offer in the coming weeks: ET.
-Coreweave (CRWV) shares rise after news Anthropic agreed to rent data center capacity to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, with capacity including a variety of Nvidia Corp. chip architectures at data centers in the US.
-Kyivstar (KYIV) shares rise after Ukraine’s top negotiator with Russia said he sees progress toward a possible peace deal between the two countries. Kyivstar is expected to benefit from an end to the war, with Oppenheimer saying in September that reconstruction efforts will boost Ukraine’s GDP and offer meaningful upside for the shares.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Nvidia-backed Lumentum Holdings (LITE) is leading gains among optical-components makers as the firm said demand from the biggest US tech companies is accelerating.
- Sun Pharmaceutical (SUNP) shares fall after the Economic Times reported the company is set to make a $12 billion offer for debt-ridden US company Organon & Co.
- Porsche's (P911 GY) first-quarter sales fell after a steep drop in China, where luxury spending remains subdued, compounding pressure from model transitions and slowing demand for electrified cars in the US.
Global deliveries slumped 15% in the period, dragged down by a 21% decline in China, Porsche said Friday. European luxury brands are grappling with fierce local competition and an erosion in pricing power in the worlds’ biggest car market.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Nvidia-backed Lumentum Holdings (LITE) is leading gains among optical-components makers as the firm said demand from the biggest US tech companies is accelerating.
- Taiwan Semiconductor Manufacturing (TSM) reported a 35% increase in quarterly revenue, suggesting global AI chip demand remained intact during the first weeks of war in the Middle East.The main chipmaker for Nvidia Corp. and Apple Inc. reported revenue for the first quarter of $35.6 billion, beating projections, after sales in March alone rose 45%.
- Shares of software companies fell on Thursday, in the latest example of the group slumping amid concerns about disruption from artificial intelligence services.The iShares Expanded Tech-Software Sector ETF, ticker IGV, fell 3.9%, closing at its lowest level since November 2023. It has dropped more than 27% this year. An index of software-as-a-service stocks shed 4.8%, bringing its week-to-date decline to 9% and its 2026 drop to almost 40%.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Brunello Cucinelli gains as much as 6.6% after the Italian luxury clothing company reported solid first-quarter earnings thanks to strong retail sales, which according to analysts, confirms the company’s stand-out position in the sector.
_ Sodexo cut its full-year guidance as the caterer said under-investment, execution challenges and an uncertain external environment is hurting performance, sending shares as much as 20% lower.
- Reply shares rose as much as 8.4% in Milan trading, the most in a year, after the Italian digital services firm announced that it would buy back ordinary shares worth as much as €550m.
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