Stock Movers

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:

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- 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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On this episode of Stock Movers:
- Starbucks (SBUX) shares rise after Chief Executive Officer Brian Niccol delivered the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year.
- AT&T (T) shares gain after the company reported fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by customers who subscribed to more than one connectivity service.
- Textron (TXT) shares fall after the manufacturer of Cessna aircraft and Bell helicopters provided a 2026 profit forecast that disappointed, as the company expects a 70% increase in capital expenditures.
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On this episode of Stock Movers:
- ASML (ASML NA) shares soar after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency.
- Texas Instruments (TXN) shares jump after giving a surprisingly robust forecast for the first quarter, indicating that demand for industrial equipment and vehicles is recovering from a rough patch.
- AT&T (T) shares rise after reporting fourth-quarter profit and revenue that beat analysts’ estimates, buoyed by what it described as the best broadband subscriber growth in a decade.
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On this episode of Stock Movers:
- ASML Holding (ASML NV) shares soared to the highest ever after orders in the fourth quarter far exceeded analysts’ expectations and the Dutch semiconductor equipment maker announced job cuts to boost efficiency.
- Seagate Technology (STX) shares rise after the computer hardware and storage company’s second-quarter results beat expectations and it gave a positive outlook. Analysts note that results were boosted by strong gross and operating margins.
- Starbucks (SBUX) Chief Executive Officer Brian Niccol delivered the best evidence yet that his turnaround plan is taking hold, with the coffee chain posting unexpectedly strong growth and a solid outlook for the rest of the year.Global sales at established locations rose 4% in the most recent quarter, the company said in a statement. That topped even the most optimistic analyst expectations and built on positive results from the previous period after a lengthy slump.
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