Delta Guidance; Vodafone Soars; EasyJet Bid

Oracle Slips, SK Hyynix Debuts on Nasdaq, Meta Gains

Today's biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers: - Credit rating firm S&P Global Ratings downgraded Oracle (ORCL) to the lowest investment-grade rating, citing the tech company’s growing spending on artificial intelligence. S&P said Oracle’s AI business needs significant upfront investment and long-term data center leases, and expects Oracle’s operations to burn through $42 billion of cash in fiscal 2027. - SK Hynix American depositary receipts jumped 15% above their offering price, after the South Korean memory chipmaker raised $26.5 billion in the largest-ever US listing by a foreign company. The ADRs trade at $171.41 each at 1:44 p.m. on Friday in New York, versus an offering price of $149 apiece. The successful mega-listing brushed aside concern over recent volatility among chipmakers, demonstrating investors have plenty of appetite for direct exposure to SK Hynix’s dominant position in high-bandwidth memory. -Meta (META) is outperforming Magnificent 7 stocks on Friday after research firm SemiAnalysis posted a positive report on the social media giant’s AI compute business. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Meta Gains, Robinhood Mixed, Delta Rises as Travel Demand Withstands Fuel Costs

On this episode of Stock Movers: --Meta (META) shares are up. Meta is developing plans for a cloud business, which could include selling access to various AI models hosted on Meta's existing AI infrastructure or selling access to "raw" computing capacity. -Robinhood (HOOD) shares are mixed. Rabid interest in the World Cup has helped to drive more than $3 billion of wagers on a prediction market backed by Robinhood Markets Inc. and Susquehanna International Group, which launched just a few months ago. --Delta (DAL) shares rise. Delta Air Lines Inc. reaffirmed its full-year profit guidance and said strong demand for premium, corporate and international travel helped offset the highest quarterly fuel expense in its history. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Meta Rises, Delta Gains Aritzia Surges on ‘Another Beat, Another Raise’

On this episode of Stock Movers: -Meta (META) shares are up. Meta is developing plans for a cloud business, which could include selling access to various AI models hosted on Meta's existing AI infrastructure or selling access to "raw" computing capacity. -Delta (DAL) shares gain. Delta Air Lines Inc. reaffirmed its full-year profit guidance and said strong demand for premium, corporate and international travel helped offset the highest quarterly fuel expense in its history. -Aritzia (ATZ CN) shares surge. Aritzia shares gain as much as 10% on Friday, its biggest intraday gain since early April, after the Canadian clothing retailer’s first-quarter 2027 adjusted earnings per share beat the average analyst estimate. The company also raised its fiscal 2027 revenue forecast. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Delta and WD-40 Climb; EasyJet and Apollo Latest

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Delta (DAL) shares are higher after it reaffirmed its full-year profit guidance, citing strong demand for premium, corporate and international travel that helped offset the highest quarterly fuel expense in its history. The airline earned an adjusted $1.56 a share in the second quarter, topping analysts’ estimates, with revenue rising 14% from a year earlier and capacity increasing just 1%. - EasyJet (EZJ) shares are moving on news it received a fresh offer from Apollo Global Management for 715 pence a share, beating a rival proposal from Castlelake. EasyJet is "no longer minded to recommend the Castlelake proposal" and would be minded to recommend Apollo's bid to its shareholders, given that Apollo's £5.7 billion bid is superior to Castlelake's £5.5 billion offer. - WD-40 (WDFC) shares jumped after the lubricant spray maker boosted its net sales forecast for the full year. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Delta Guidance; Vodafone Soars; EasyJet Bid

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Delta (DAL) shares are higher after it reaffirmed its full-year profit guidance, citing strong demand for premium, corporate and international travel that helped offset the highest quarterly fuel expense in its history. The airline earned an adjusted $1.56 a share in the second quarter, topping analysts’ estimates, with revenue rising 14% from a year earlier and capacity increasing just 1%. - Vodafone Group (VOD) is soaring after billionaire Xavier Niel became the telecom operator’s biggest shareholder by purchasing Emirates Telecommunications Group’s 16% stake at a premium. - EasyJet (EZJ) shares are moving on news it received a fresh offer from Apollo Global Management for 715 pence a share, beating a rival proposal from Castlelake. EasyJet is "no longer minded to recommend the Castlelake proposal" and would be minded to recommend Apollo's bid to its shareholders, given that Apollo's £5.7 billion bid is superior to Castlelake's £5.5 billion offer. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.