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, Katie Greifeld, Carol Massar and Tim Stenovec.
- CoreWeave (CRWV) shares rallied on word that Anthropic agreed to tap data center capacity from it as part of efforts to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, CoreWeave said Friday in a statement. The capacity will include a variety of Nvidia Corp. chip architectures at data centers in the US, CoreWeave Chief Executive Officer Michael Intrator said.It’s a “multibillion-dollar contract,” Intrator said Friday in an interview on Bloomberg Television. The companies declined to disclose precise financial terms of the agreement.
- Fair Isaac (FICO), better known as FICO saw shares tumble during Friday trading, hitting its lowest levels since November 2023. Analysts point to a recent podcast appearance by Mortgage Bankers Association CEO Bob Broeksmit as a possible reason why. Broeksmit discussed measures to help home-purchase affordability, including increasing credit-score bureau competition and called for modernized credit reporting and allowing market forces to prevail.
- ServiceNow (NOW) shares dropped, extending a recent selloff following a downgrade from UBS to neutral from buy. Shares of software companies have slumped lately amid concerns about disruption from artificial intelligence service
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On this episode of Stock Movers:
- CoreWeave (CRWV) shares rallied on word that Anthropic agreed to tap data center capacity from it as part of efforts to handle increasing demand for its artificial intelligence services. The multiyear deal will help Anthropic build and deploy its Claude AI models, CoreWeave said Friday in a statement. The capacity will include a variety of Nvidia Corp. chip architectures at data centers in the US, CoreWeave Chief Executive Officer Michael Intrator said. CoreWeave shares jumped 13% to $104.27 at 11:44 a.m. in New York, the biggest intraday rise in more than two months. The stock has gained 46% this year.
- Nike (NKE) shares edged lower, after Piper Sandler downgraded stock of the sneaker-maker to neutral from overweight on concerns that athleisure is becoming too saturated across the industry.
- Simply Good Food (SMPL) shares slid as much as 22% after the maker of Atkins and Quest food products slashed its annual forecast as sales for the second quarter fell short of Wall Street expectations.
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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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