Stock Movers

On this episode of Stock Movers:
- Coreweave (CRWV) shares rise after Nvidia, the dominant maker of artificial intelligence chips, invested an additional $2 billion in the cloud computing firm, marking the latest example of the circular financing deals that have lifted valuations of AI companies and fueled concerns about a bubble.
- USA Rare Earth (USAR) shares gain after it entered into a non-binding letter of intent with the US Department of Commerce for $1.6 billion in funding in exchange for 16.1 million shares issued to the department as well as warrants. USA Rare Earth also raised $1.5 billion in private investment to accelerate domestic heavy rare-earth production.
- AppLovin (APP) shares up after Needham upgraded the mobile-app marketing company to buy from hold. Analyst Bernie McTernan has “more confidence in the trajectory of e-commerce revenue growth in ‘26E coming at the same time the stock has pulled back off the highs a month ago”
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On this episode of Stock Movers:
- CVC (CVC) shares drop after the company agreed to buy Marathon Asset Management in a cash and equity transaction with a base consideration valued at as much as $1.2 billion.
- Mankind (MNKD) shares rise after the FDA approved an update to the company’s inhaled insulin, revising recommendations for the starting mealtime dosage.
- Revolution Medicines (RVMD) shares drop on news Merck is no longer in talks to acquire biotech firm.
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On this episode of Stock Movers:
- Merck (MRK) is no longer in talks to acquire biotech firm Revolution Medicines (RVMD) after the two companies couldn’t agree on a price, the Wall Street Journal reported, citing people familiar with the matter.A deal could have valued Revolution Medicines at around $30 billion, the report said, adding that talks could restart or another suitor could emerge. Merck is seeking deals that will strengthen its treatments portfolio to counter patent losses that will erode sales by $18 billion over the next five years.
- USA Rare Earth (USAR) shares rise after it entered into a non-binding letter of intent with the US Department of Commerce for $1.6 billion in funding in exchange for 16.1 million shares issued to the department as well as warrants. US Rare Earth also raised $1.5 billion in private investment to accelerate domestic heavy rare-earth production.
- Nvidia (NVDA) the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave (CRWV) to help speed up an effort to add more than 5 gigawatts of AI computing capacity by 2030. Nvidia purchased CoreWeave Class A common stock at $87.20 a share, the companies said Monday. As part of the collaboration, CoreWeave will be among the first to deploy forthcoming Nvidia products, including storage systems and a new central processing unit, or CPU. Nvidia, already a CoreWeave investor, previously agreed to buy more than $6 billion in services from the firm through 2032.
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On this episode of Stock Movers:
- Silver miners, like Hecla (HL) are set to continue outperforming the metal in 2026 as operating leverage, earnings momentum and investor preference for equities amplify gains from elevated prices.
- USA Rare Earth (USAR) shares soar as much as 62% in premarket trading after the Financial Times reported that the Trump administration is planning to invest $1.6 billion into the mining company.
- Revolution Medicines (RVMD) shares slide as much as 20% in premarket trading after the Wall Street Journal reported that Merck ended talks to acquire the biotech firm, citing people familiar with the matter.
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On this episode of Stock Movers:
- CVC Capital Partners Plc has agreed to buy US credit manager Marathon Asset Management, the latest example of consolidation among alternative investment firms.
- Infant formula stocks could be in focus again on Monday as a crisis that’s engulfed Nestlé, Danone and Groupe Lactalis widens.
- Shares in Fnac Darty surged as much as 19%, their biggest jump since 2015, after the French retailer received a €36 per share offer from EP Group, led by Czech billionaire Daniel Kretinsky.
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