Stock Movers

On this episode of Stock Movers:
-CH Robinson (CHRW) shares are down. CH Robinson Worldwide Inc. agreed to buy RXO Inc. in a deal valued at about $5.8 billion to diversify its business and capitalize on RXO’s abilities in expedited and last-mile delivery. CH Robinson aims to use its AI-based model to extract $300 million of cost savings within two years and improve efficiency in a challenging freight market. The deal is expected to close in the first half of 2027 and will bolster CH Robinson’s standing as North America’s largest broker by revenue, with RXO shareholders expected to own 11% of the combined company upon closing.
- PTC (PTC) shares rise. Schneider Electric shares fell as much as 10% in Paris, the most since January 2025, as an agreement to acquire PTC draws a cautious initial response from analysts. Concerns center on the size and financing of the transaction, as well as uncertainty over AI disruption and whether the deal can strengthen Schneider’s competitive position.
- Intel (INTC) shares drop after Elon Musk confirmed discussions with TSMC over chip manufacturing for Terafab.
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On this episode of Stock Movers:
- Vaxcyte (PCVX) shares surge. The pharmaceutical firm said that VAX-31, its experimental vaccine to prevent invasive pneumococcal disease (IPD) and pneumococcal pneumonia, met all primary endpoints in the OPUS-1 pivotal Phase 3 adult trial, compared to PCV20 and PCV21.

- Harley Davidson (HOG) shares gain. Citi upgraded the motorcycle company to buy from neutral, writing that an acceleration in retail growth is “tough to ignore.” What began as modest retail improvement early in 2026 now appears to be building, with 2027 likely to benefit from a major product introduction, a significant cost-savings story, and potential earnings tailwinds from LiveWire,” writes analyst James Hardiman.
- CH Robinson (CHRW) shares are down. CH Robinson Worldwide Inc. agreed to buy RXO Inc. in a deal valued at about $5.8 billion to diversify its business and capitalize on RXO’s abilities in expedited and last-mile delivery. CH Robinson aims to use its AI-based model to extract $300 million of cost savings within two years and improve efficiency in a challenging freight market. The deal is expected to close in the first half of 2027 and will bolster CH Robinson’s standing as North America’s largest broker by revenue, with RXO shareholders expected to own 11% of the combined company upon closing.
See omnystudio.com/listener for privacy information.

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- PTC (PTC) shares are rallying as Schneider Electric agreed to buy PTC for about $22.6 billion in an all-cash deal to tap into the artificial-intelligence boom.
- Qualcomm (QCOM) shares are higher as the company agreed to license patents underpinning Huawei Technologies Co.’s novel LogicFolding chipmaking technique.
- Taiwan Semiconductor (TSM) shares are gaining with sentiment boosted by discussions between the Taiwanese chip giant and Elon Musk’s Terafab on potential collaboration.
See omnystudio.com/listener for privacy information.

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

On this episode of Stock Movers:

- Qualcomm (QCOM) shares are higher as the company agreed to license patents underpinning Huawei Technologies Co.’s novel LogicFolding chipmaking technique.

- Nvidia (NVDA) shares are climbing on news Hon Hai Precision Industry reported better-than-expected quarterly revenue, signaling sustained and elevated spending on global AI infrastructure.
- Taiwan Semiconductor (TSM) shares are gaining with sentiment boosted by discussions between the Taiwanese chip giant and Elon Musk’s Terafab on potential collaboration.

- PTC (PTC) shares are rallying as Schneider Electric agreed to buy PTC for about $22.6 billion in an all-cash deal to tap into the artificial-intelligence boom.
See omnystudio.com/listener for privacy information.

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

On this episode of Stock Movers:

- Schneider Electric SE agreed to buy industrial software firm PTC Inc. for about $22.6 billion, stepping up its effort to tap into the artificial-intelligence boom with its biggest acquisition to date.

- Hermès gets its first sell ratings in over a year, with analysts at Goldman Sachs and UBS expecting shares in the Birkin bag maker to continue to underperform on the back of more muted top-line growth than investors currently price.

- Unipol is 3.8% higher as Intesa has pledged to sell about half of Paschi’s branches to the insurer to address potential antitrust concerns
See omnystudio.com/listener for privacy information.