Stock Movers

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- The US Medicare program will pay private insurers 2.48% more in 2027, a meaningful improvement over the initial rates the agency proposed in January.The final policy from the Centers for Medicare and Medicaid Services influences how more than half a trillion dollars flow through private health plans sold by companies including UnitedHealth Group Inc., Humana Inc. and CVS Health Corp.
- Broadcom (AVGO) shares rise after the chipmaker announced a long-term agreement with Google to develop and supply Tensor Processing Units. The companies also confirmed plans to work with Anthropic to power the AI startup’s burgeoning operations.
- Apple (AAPL) is seeing setbacks in the engineering test phase of the foldable iPhone and could push back its production and shipment schedule, Nikkei Asia reports, citing unidentified people.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Universal Music Group shares rise as much as 24% in Amsterdam, but trade well below the value of an offer from Pershing Square Capital Management amid doubt over whether the deal will happen.
- The ongoing conflict in Iran poses direct operational risks to Middle Eastern refineries. BP shares rise as much as 1.54% in early trading.
- JCDecaux rises as much as 5.8% as TD Cowen upgrades the outdoor advertising company to buy from hold, seeing a clear inflection point as China returns to growth.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Universal Music Group shares rise as much as 24% in Amsterdam, but trade well below the value of an offer from Pershing Square Capital Management amid doubt over whether the deal will happen.
- US lawmakers introduced legislation to restrict exports of chipmaking tools to China, targeting companies like and Tokyo Electron.
- Shares in Italy’s largest defense company Leonardo fall as much as 4.2% on the possibility of a management change, with Bloomberg News reporting that CEO Roberto Cingolani could be replaced as soon as this week.
See omnystudio.com/listener for privacy information.

On this episode of Stock Movers:

- Share of AppLovin (APP) gains as Much as 7.2%. Wells Fargo analyst Alec Brondolo raised the firm's price target on AppLovin (APP) to $560 from $543 and keeps an Overweight rating on the shares. The firm says checks are improving and buy-side sentiment is negative. Wells sees positive setup into Q1 EPS.

- Tesla (TSLA) falls to its lowest since September. Shares fell as much as 3.9% In the wake of a delivery-forecast miss from Tesla, JPMorgan's Ryan Brinkman highlighted that the company was also up against a much lower bar than had been expected years ago.

- Bank of New York Mellon (BNY) shares rose as much as 1.7% and Robinhood Markets (HOOD) shares gained as much as 2.3% after the firms were tapped by the US Treasury to support the implementation of the new Trump Accounts program.
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On this episode of Stock Movers:

Listen for comprehensive cross-platform coverage of the US market close as heard on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Isabelle Lee, Carol Massar and Tim Stenovec.

- Seagate (STX) shares are up after Morgan Stanley raised its price target on the computer hardware and storage company to $582 from $468. The firm also named Seagate its Top Pick, seeing long-term tailwinds related to AI.

- Tesla (TSLA) stocks are down after JPMorgan analyst Ryan Brinkman said "Tesla investors should proceed with caution because the electric-vehicle maker is in danger of weaker performance." He cut his earnings estimates for the company after first-quarter delivery numbers disappointed last week.

- Invesco (IVZ) shares fell after BlackRock Inc. announced it was setting its sights on a corner of the $13.7 trillion US exchange-traded fund industry long controlled by Invesco: tracking the Nasdaq 100 Index.
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