Replimune Soars, Dell Surges, AST Spacemobile Sinks as Deutsche Bank Cuts on Rocket Explosion

Dell Surges, Ford Motor Rises, Autodesk Down After Buying MaintainX for About $3.6 Billion in Cash

n this episode of Stock Movers: -Dell (DELL) shares surged after the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work. -Ford Motor (F) shares surged after the company's pivot toward energy storage, with shares climbing about 21% in two days. Investors are eager to embrace companies that stand to benefit from power-hungry data centers and other infrastructure to support AI, driving up stocks of companies like Caterpillar Inc. and Vertiv Holdings Co. -Autodesk (ADSK) shares are down. Autodesk Inc. has agreed to buy MaintainX, a firm focused on maintenance tools, in an all-cash deal. MaintainX is used to manage inspections, work orders and the condition of assets across a wide variety of industries. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Desk and NetApp Gain; Gap Dips

On this episode of Stock Movers: - Dell (DELL) shares are soaringa fter the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work. - Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix. - NetApp (NTAP) shares jumped after the data storage provider reported its latest earnings. Analyst say the report is a strong print from the company, showing strong growth, with upgrades to consensus expected. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Replimune Soars, Dell Surges, AST Spacemobile Sinks as Deutsche Bank Cuts on Rocket Explosion

On this episode of Stock Movers: - Replimune (REPL) shares soared after the company said US regulators would reconsider its skin cancer treatment after two prior rejections. The FDA will treat the review of Replimune's application "as an urgent matter" after the company said it has "aligned on a path forward" with the agency. - Dell (DELL) shares surged after the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work. Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, topping analysts’ average estimate of $142.1 billion. - AST Spacemobile (ASTS) shares fall as much as 19%, the most intraday since November 2024, as Deutsche Bank analyst Bryan Kraft cut his recommendation on the stock to hold from buy, citing the New Glenn rocket explosion at Cape Canaveral on Thursday. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Dell Soars; Gap and American Eagle Miss

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Dell (DELL) shares are soaringa fter the company gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work. - American Eagle (AEO) is lower this morning after the apparel retailer reported total comparable sales for the first quarter that missed the average analyst estimate. The company also maintained its outlook for the full year and initiated second-quarter guidance. - Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Ocado Jumps, Lufthansa Rises, CTS Eventim Surges

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Ocado Group struck a deal to help British grocer Asda lift online sales, a boost for the company’s automated technology after a series of setbacks. Shares of Ocado rose as much as 13% in early London trading, the biggest intraday gain since December, nearly erasing losses for the year. - Lufthansa shares rise as much as 2.95% as the US and Iran reach a tentative agreement to extend their ceasefire by 60 days. - CTS Eventim rises 11% as results beat estimates. The firm reported normalized Ebitda of EU118.9 million compared to an estimated EU114.5 million. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.