Stock Movers

On this episode of Stock Movers:
- CrowdStrike (CRWD) shares fall. Cybersecurity stocks slump in premarket trading on Friday after a Fortune report said Anthropic is testing a new AI model that “poses significant cybersecurity risks.” Security stocks — along with software names more broadly — have been pressured by concerns that tools from AI companies like Anthropic or OpenAI could reduce demand for products from legacy providers, weighing on their growth, margins, and pricing power.
- Carnival (CCL) shares fall. Carnival cut its full-year profit outlook as surging crude prices are driving up fuel costs. Oil prices have climbed to their highest levels since 2022, with both West Texas Intermediate and Brent crude up more than 60% this year as the war in the Middle East has led to strikes on energy assets and a near halt of shipments through the Strait of Hormuz.
- Entergy (ETR) shares rise. Meta Platforms said it reached a new agreement with Entergy to build and pay for enough gas plants to provide a total of 5.2 gigawatts of electricity to a data center it’s developing in rural Louisiana, the utility’s local subsidiary.
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On this episode of Stock Movers:
- Haliburton (HAL) shares rise. JPMorgan raises its price target on the oilfield services company as it expects limited first-quarter earnings impact from the war compared to peers. Analyst Arun Jayaram notes that while Halliburton peer SLB cut its 1Q EPS guidance due to Middle East disruptions, Halliburton’s Saudi Arabia and North America guidance is maintained
- Meta Platforms (META) shares fall on concerns about AI spending and concerns about a jury verdict that found Meta and Alphabet's Google liable for harming a young user with products designed to be addictive, which may lead to increased government regulations.
-Carnival (CCL) shares are down. Carnival forecasted adjusted earnings per share for the full year of about $2.21. The company also approved a $2.5 billion share buyback.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Unity Software (U) gains after the company reported preliminary first-quarter earnings. The results showed significant strength in Vector, the company’s AI-driven advertising unit, according to analysts.
- Pernod Ricard shares gain as the market reacted to a potential acquisition of Jack Daniel’s whiskey owner Brown-Forman. A combination could make strategic sense for both businesses, generating synergies and creating the second-biggest player in the US market, analysts say. They also flag the French spirits maker’s stretched balance sheet and the potential hurdles involved in merging two family-run companies.
- Blue Owl Capital (OWL) is boosting its team dedicated to bringing the ultra-wealthy into private markets, betting investors will look past recent jitters to expand in an area where they’ve traditionally had limited exposure.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Enagas shares rise as much as 15%, the most in six years, after Spanish regulator CNMC unveiled a draft proposal for gas companies that JPMorgan says is surprisingly positive.
- AstraZeneca shares rise as much as 3.8%, the most in more than six weeks, after the British drugmaker said its experimental drug for chronic obstructive pulmonary disease — a deadly lung condition also known as COPD — helped reduce the worsening of symptoms in two late-stage trials.
- Pernod Ricard shares gain as much as 4.2%, rebounding from Thursday’s losses as the market reacted to a potential acquisition of Jack Daniel’s whiskey owner Brown-Forman
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Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:

- Meta Platforms (META) and Google Parent Alphabet (GOOG) shares were down today as investors see a long-term overhang related to verdicts in a social media addiction trial. Yesterday, a jury found Meta and Google liable for a 20-year-old woman's mental health struggles, which she said were caused by her addiction to social media, and ordered them to pay damages.

- Shares of haircare brand Olaplex Holdings (OLPX) surged after German consumer brand Henkel announced that it has agreed to buy the company.

- As travelers across the US endure hours-long security lines at airports due to the partial government shutdown, investors are piling into car-rental companies on bets the disruption will push more people onto the road. Hertz Global Holdings Inc. (HTZ) shares rose about 9.2% on Thursday, while Avis Budget Group Inc. (CAR) surged 13% for its biggest one-day gain since June, as chaos at US airports drove optimism that more travelers would rent cars instead. Traffic to Hertz’s website jumped about 15% this week as customers looked for ways around air-travel disruptions. The company has been promoting discounts on last-minute reservations and one-way rentals.
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