Stock Movers

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- NatWest beat estimates in the first quarter and signaled higher earnings for the year as the bank’s customers showed continued appetite for both borrowing and saving.
- Keep an eye on Diageo shares in London this morning after US President Donald Trump said he would be removing some scotch tariffs following a visit from King Charles III, a move that delivers a major trade concession to the UK.
- UK water utility stocks slide following a steep rally on Thursday as Citi downgrades United Utilities and Severn Trent due to “limited absolute valuation upside” on a 12-month view.
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- NatWest beat estimates in the first quarter and signaled higher earnings for the year as the bank’s customers showed continued appetite for both borrowing and saving.
- Keep an eye on Diageo shares in London this morning after US President Donald Trump said he would be removing some scotch tariffs following a visit from King Charles III, a move that delivers a major trade concession to the UK.
- Pearson reported 4% underlying sales growth in the first quarter of 2026, keeping the company on track to meet its full-year guidance.
See omnystudio.com/listener for privacy information.

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

On this episode of Stock Movers, we recap several earnings after the bell:

- Apple (AAPL) delivered second-quarter revenue that edged past analysts’ estimates, helped by demand for the iPhone and Mac, while failing to produce the blowout results that some investors were anticipating. Still, the results were uneven. Apple fell short of expectations in the Americas and Europe regions, while exceeding projections in China and other parts of Asia. The iPhone — its flagship product — was in line with the average Wall Street estimate. Apple shares fluctuated in late trading. The stock had been down less than 1% this year, trailing a 5.3% gain by the S&P 500 index.

- Roblox (RBLX) reported first-quarter users that fell short of analysts’ expectations after implementing safety features restricting how kids, who make up a majority of its audience, can use the platform. The video-game company’s 132 million daily active users fell under analysts’ estimates of 143.8 million. While that’s a 35% increase year-over-year, it marks the second consecutive decline compared with the previous quarter. Bookings, a measure of sales, came in at $1.7 billion, falling slightly short of Wall Street’s expectations of $1.73 billion. Roblox shares tumbled in post-market trading after the results were announced.

- Reddit (RDDT) projected sales in the current period that surpassed Wall Street estimates, continuing a streak of strong revenue growth powered by the company’s surging advertising business. First-quarter sales gained 69% to $663 million, easily outpacing the average estimate of $609.3 million. The report marked the seventh consecutive quarter that the social forum posted revenue growth above 60%. The shares rose in extended trading after closing at $147.23 in New York. The stock has dropped 36% so far this year.
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On this episode of Stock Movers, we get a roundup of earnings after the bell:

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.

- Rivian (RIVN) posted a narrower first-quarter loss ahead of the sales debut of its new R2 SUV that’s seen as critical to the electric-vehicle maker’s future. The company separately said it would increase initial production at a new factory planned in Georgia to 300,000 vehicles annually, up from 200,000 units under its previous plan. Construction of the facility is scheduled to begin this year with R2 output at the plant starting in late 2028, the company said.

- Qualcomm (QCOM) rallied in trading today after it said it was making headway in the lucrative data center market and predicted that the China phone industry would bounce back.When reporting quarterly results Wednesday, the chipmaker said that a top hyperscaler — an industry term for the largest data center operators — was on track to begin using its components later this year. Qualcomm, the biggest maker of smartphone processors, sees AI data centers as a major source of potential growth. Though the company declined to give customer names, it said it’s been working with a number of prospective customers and has become more optimistic about the market.

- Roblox (RBLX) reported first-quarter users that fell short of analysts’ expectations after implementing safety features restricting how kids, who make up a majority of its audience, can use the platform. The video-game company’s 132 million daily active users fell under analysts’ estimates of 143.8 million. While that’s a 35% increase year-over-year, it marks the second consecutive decline compared with the previous quarter. Bookings, a measure of sales, came in at $1.7 billion, falling slightly short of Wall Street’s expectations of $1.73 billion. Roblox shares were down about 16% in trading after the results were announced. Growth was “tempered by greater-than-expected headwinds from our age-check roll out,” according to Roblox’s shareholder letter. New child-safety updates “restricted on-platform communication for non-age checked users, diluted communication for age-checked users, and slowed new user acquisition.” Shares of Roblox continued to tumble in the aftermarket.
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On this episode of Stock Movers:

- Eli Lilly (LLY) surprised Wall Street by raising its annual sales and profit forecast, as demand for obesity medications soared and thousands of patients started taking its new weight-loss pill before advertising for the drug had even begun. Lilly shares jumped 7.3% at the start of regular trading in New York, its largest gain since February and continued to rally during the day.

- Caterpillar (CAT)'s shares surged after the company delivered stronger-than-expected quarterly earnings and raised its long-term revenue outlook, supported by fast-growing sales from construction and power generation equipment. Shares rose about 9% in morning trading on Thursday in New York after the US manufacturer said it now expects sales through the end of the decade to grow at a faster clip than it had previously forecast and continued in the green throughout trading.

- Royal Caribbean (RCL) shares rose as the company’s outlook for the year suggests it will be able to weather headwinds such as higher fuel costs and disruptions on its Middle Eastern itineraries. The cruise operator cut its full-year adjusted earnings forecast to $17.10 to $17.50 a share, from $17.70 to $18.10 previously, though the midpoint remains above the $17.14 Wall Street consensus. Demand remains resilient, with April bookings exceeding last year and strength in last-minute reservations, the company said in a statement. Bookings for high-yield Mediterranean itineraries have moderated following recent geopolitical developments, partly due to higher airfares, reduced airline capacity and flight disruptions, though recent weeks have shown a rebound.
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