Frasers Falls, Standard Chartered Declines, Halma Sinks

Oracle Falls, Intel Rises, Keurig Dr Pepper Drops as Holder Said to Be Selling 59.1 Million Shares

n this episode of Stock Movers: - Oracle (ORCL) shares declined after the company reported quarterly capital expenses that were higher than estimates, raising investor concerns about the profitability of the AI infrastructure business. The company expects to spend about $70 billion on net capital expenditures in the current fiscal year, and plans to raise another $40 billion in equity and debt. - Intel (INTC) shares rose as much as 12% after BofA Global Research raised its recommendation to buy from underperform on expected growth from central processing unit sales. - Keurig Dr Pepper (KDP) shares drop. A large holder is selling 59.1 million shares of beverage maker Keurig Dr Pepper Inc. in an unregistered block trade marketed for $31.10 to $31.70 per share, according to people familiar with the matter. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Oracle Drops, Redwire Rises, AMC Gains as Price Target Raised

On this episode of Stock Movers: - Oracle (ORCL) shares declined after the company reported quarterly capital expenses that were higher than estimates, raising investor concerns about the profitability of the AI infrastructure business. The company expects to spend about $70 billion on net capital expenditures in the current fiscal year, and plans to raise another $40 billion in equity and debt. - Redwire (RDW) shares rise. Redwire filed for possible offering of shares via Truist Securities, JPMorgan, BofA Securities, Texas Capital Securities, AGP/Alliance Global Partners, B. Riley Securities, Canaccord Genuity, HC Wainwright, KeyBanc Capital Markets, Roth Capital Partners. - AMC Entertainment (AMC) shares gain. B. Riley analyst Drew Crum raised the firm's price target on AMC Entertainment to $2.25 from $2 and keeps a Buy rating on the shares. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Oracle Lower; Hugo Boss Offer and Stitch Fix Outlook

On this episode of Stock Movers: - Oracle (ORCL) shares are lower after the company reported quarterly capital expenses that were higher than estimates. The company expects to spend about $70 billion on net capital expenditures in the current fiscal year, which ends in May 2027. - Hugo Boss (BOSS) shares are moving on news Frasers Group Plc offered to buy the rest of Hugo Boss AG for about €2 billion ($2.3 billion) as billionaire Mike Ashley seeks to add another fashion brand to his growing collection. - Stitch Fix (SFIX) shares are moving as it bumped up its fiscal-year outlook after revenue rose in its latest quarter, citing a boost from efforts to improve its customer experience and assortment. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Oracle Capital Expenses; Micron Jumps; Alibaba and JD.com Slide

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Oracle (ORCL) shares are lower after the company reported quarterly capital expenses that were higher than estimates. The company expects to spend about $70 billion on net capital expenditures in the current fiscal year, which ends in May 2027. - Micron (MU) shares are higher as memory stocks turn higher. Morgan Stanley writes a correction in memory stocks including Samsung and SK Hynix is “necessary,” but shares can get a further leg up after this “healthy reset” given that DRAM is still the main bottleneck to the AI buildout. - JD.com (JD US) are sliding, as well as Alibaba (BABA) after CCTV reported that Beijing city’s market regulator summoned the company over false advertising. - Stitch Fix (SFIX) is climbing after the online personal styling platform raised its full-year forecast for net revenue from continuing operations. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Hugo Boss Offer, Wizz Air Wipeout, ASML Cuts

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Frasers offered to buy the rest of Hugo Boss for about €2 billion ($2.3 billion) as billionaire Mike Ashley seeks to add another fashion brand to his growing collection. - Wizz Air said the Iran conflict shaved €50 million from earnings in its fiscal full year, almost wiping out profit in the period, while vowing to take advantage of market dislocations to push for growth. - Chip-equipment maker ASML will cut fewer jobs than planned, with redundancies not expected to take effect until May 1, following negotiations with Dutch trade unions. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.