Stock Movers

Today's biggest winners and losers in the stock market.

On this episode of Stock Movers:
- Meta Platforms (META) shares rise after the Facebook parent gave a revenue outlook that was much stronger than expected, which helped offset the impact of higher AI-related spending.
-Microsoft (MSFT) shares fall after the software giant’s report featured an underwhelming read on growth in its Azure cloud-computing business. Analysts also noted higher-than-expected expenses.
- Tesla (TSLA) will spend over $20 billion on a dramatic reshuffling of factory lines reflecting Elon Musk’s repositioning of the carmaker coming off a multiyear sales slump. The capital expenditures planned for 2026 — more than double last year’s outlay and almost twice as much as Wall Street was expecting — will go to ramping up production of cars, batteries and robots across half a dozen plants. To make room for new Optimus humanoids, Tesla will discontinue its two oldest vehicles, the Model S sedan and Model X SUV.
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On this episode of Stock Movers:
- SAP shares drop as much as 11%, the biggest intraday decline in more than five years, after the software firm reported 25% growth in current cloud backlog on constant-currency basis.
- European mining shares are the best-performers on the Stoxx 600 benchmark on Thursday after copper posted its biggest one-day gain in years to hit a record above $14,000 a ton. Rio Tinto +2.5%, is the biggest contributor to the gains by index points.
- Ocado shares drop as much as 8.9% to the lowest in over a month, after the online grocer’s Canadian partner decided to close its automated warehouse in Calgary due to slower-than-expected growth in the Alberta area.
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On this episode of Stock Movers:
- SAP shares drop as much as 11%, the biggest intraday decline in more than five years, after the software firm reported 25% growth in current cloud backlog on constant-currency basis.
- STMicroelectronics NV, a chip supplier for Tesla Inc. and Apple Inc., forecast first-quarter revenue that beat analysts’ estimates after demand from consumer electronics customers showed signs of recovery at the end of last year. STMicro shares rose 3.4% to €25.81 in Paris trading at 9:12 a.m
- Deutsche Bank announced a €1 billion buyback along with €1.9 billion in dividends and flagged more payouts in the second half. The stock fell as much as 3% in early Frankfurt trading.
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On this episode of Stock Movers, we focus on earnings from three major tech companies:

- Tesla (TSLA) plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. The automaker entered into an agreement this month to acquire preferred shares as part of xAI’s latest funding round, Tesla said Wednesday in a statement with fourth-quarter results. The companies also entered into a “framework agreement” to strengthen their relationship and “enhance Tesla’s ability to develop and deploy AI products and services into the physical world.” The shares rose in extended trading in New York. The stock rose 11% in 2025, underperforming the S&P 500 Index.

- Meta (META) topped projections for quarterly revenue and gave a strong forecast for the current period, boosted by a robust online advertising business that is making it possible for the company to invest in artificial intelligence at record levels this year. The social-media company’s shares jumped more than 11% in extended trading. Meta on Wednesday said first-quarter sales will be $53.5 billion to $56.5 billion, beating the $51.3 billion average analyst estimate. Meta shares gained as much as 11% in after-market trading after closing at $668.73.

- Microsoft (MSFT)’s spending surged to a record high and cloud sales growth slowed, sending the shares down amid investor concerns that it could take longer than expected for the company’s AI investments to pay off. Capital expenditures for the fiscal second quarter hit $37.5 billion, up 66% from a year earlier and exceeding analyst estimates for $36.2 billion. The Azure cloud-computing unit posted a 38% revenue gain during the quarter when adjusting for currency fluctuations, just meeting analysts’ projections. Microsoft shares fell about 5% in extended trading after closing at $481.63 in New York.
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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, Katie Greifeld, Carol Massar and Tim Stenovec.

- Microsoft (MSFT)’s spending surged to a record high in the last three months of 2025, sending the shares down amid investor concerns that it will take longer than expected for the company’s AI investments to pay off. Capital expenditures for the period hit $37.5 billion, exceeding analyst estimates for $36.2 billion.Microsoft shares fell about 4% in extended trading after closing at $481.63 in New York.

- Tesla (TSLA) reported fourth-quarter profit that surpassed expectations, showing the automaker is making progress toward overcoming rising costs and an end to US incentives for electric vehicles. Adjusted earnings per share were 50 cents in the period, the company said Wednesday in a statement, higher than the average of analyst estimates. The results snap a string of quarters in which profit was weaker than expected. Share initially rose afterhours.

- Meta (META) said it will spend far more than analysts expected on data centers and more for artificial intelligence, increasing pressure on the business to show a return on that investment. Shares whipsawed in the aftermarket, initially falling as much as 4.7%.
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