These Stocks Moved the Most Today: JPMorgan, Wells Fargo, Goldman, AMD, Walmart, J&J, Navitas, Polaris, and More
Oct 14, 2025 05:33:00 -0400 by Joe Woelfel | #TechnologyTraders working at the New York Stock Exchange. (NYSE)
Key Points
- JPMorgan Chase, Wells Fargo, and Goldman Sachs report quarterly earnings that beat analysts’ forecasts.
- Oracle says it will deploy 50,000 AMD chips starting in the third quarter of 2026
- Polaris shares jump after the company announces its exit from the motorcycle business by selling its Indian brand.
Stocks were mixed on Tuesday as Wall Street reacted to trade tensions between the U.S. and China. Federal Reserve Chair Jerome Powell also indicated more downward pressure on the labor market meant room for more rate cuts.
These stocks made notable moves:
JPMorgan Chase was down 1.9% even though it bank reported third-quarter earnings of $5.07 a share on revenue of $46.4 billion, beating analysts’ forecasts of $4.85 a share on revenue of $45.5 billion.
Wells Fargo reported third-quarter earnings of $1.66 a share, topping estimates of $1.55. The bank raised its target for return on tangible common equity to 17% to 18%. Shares climbed 7.2%.
Goldman Sachs posted third-quarter profit that rose 37% from a year earlier, topping analysts’ forecasts, as its trading desks, dealmakers, and money managers recorded strong results. Net earnings of $4.1 billion were up from $2.99 billion a year earlier. Per-share earnings were $12.25 a share; Wall Street was calling for $11.03, according to FactSet. The stock fell 2%.
Citigroup reported third-quarter earnings that rose 16% from a year earlier. The bank posted earnings of $1.86 a share, topping analysts’ estimates. Revenue from Citigroup’s banking unit grew 34% from a year earlier. Shares gained 3.9%.
Advanced Micro Devices rose 0.8% after Oracle said it would deploy 50,000 AMD chips starting in the third quarter of 2026 to help customers scale their artificial-intelligence capabilities. Shares of Oracle fell 2.9%.
Walmart jumped 5%. The world’s largest retailer announced it was partnering with OpenAI to allow customers to buy its products through ChatGPT using Instant Checkout.
Johnson & Johnson was flat after the healthcare giant posted third-quarter earnings that slightly beat analysts’ estimates and announced it would spin off a slower-growing division within its medical devices segment. Johnson & Johnson’s orthopedics business accounted for 9.5% of the company’s total sales in the third quarter. Johnson & Johnson said it plans to separate that business into a new company that will operate under the name DePuy Synthes.
BlackRock reported third-quarter adjusted earnings of $11.55 a share, beating analysts’ estimates of $11.30. Assets under management at the end of the quarter were $13.46 trillion, up 17% from a year earlier. Shares rose 3.4%.
Ford Motor gained 0.9%. Starting this week, the auto maker is temporarily cutting production of at least five models including the Expedition and Lincoln Navigator following a fire at a key aluminum supplier’s plant.
General Motors rose 2.8% after booking a $1.6 billion charge on its electric-vehicle business and pledging to reduce its manufacturing capacity. The company said it expected EV adoption to slow following policy changes “including the termination of certain consumer tax incentives for EV purchases and the reduction in the stringency of emissions regulations.”
Domino’s Pizza rose 3.9% after the pizza chain posted adjusted fiscal third-quarter earnings that topped forecasts as revenue rose 6.2% to $1.15 billion and beat expectations of $1.14 billion. U.S. franchises saw same-store sales increase 5.3%.
Broadcom fell 3.5%. The stock closed up 9.9% on Monday after the semiconductor and software company announced it was working with OpenAI, the maker of chatbot ChatGPT, to develop and deploy 10 gigawatts of custom artificial-intelligence accelerators. Broadcom will provide Ethernet and other connectivity solutions at OpenAI’s facilities and partner data centers. The companies are slated to begin deploying the systems in the second half of 2026 and complete the deployments in 2029. Broadcom has gained 48% this year.
Shares of MP Materials, the rare-earths miner, gained 3.8% to hit a fresh record high. Shares surged 21% on Monday. The stock has extended a rally from last week after China tightened export controls on the minerals.
Shares of Polaris were up 14%. The specialty vehicle manufacturer said it was exiting the motorcycle business after reaching a deal to sell its Indian brand to Carolwood LP, a Los Angeles-based private-equity firm. Polaris said divesting the business would increase its annualized adjusted earnings by $1 a share.
Ericsson’s U.S.-listed shares soared 21% after the Swedish telecommunications company posted better-than-expected third-quarter earnings and suggested it could hike its shareholder payouts. The company also announced a five-year deal with U.K.’s Vodafone.
Navitas Semiconductor surged 26%. The chip company said it was making progress in developing purpose-built power devices to enable chip maker Nvidia’s architecture.
Write to Joe Woelfel at joseph.woelfel@barrons.com and Mackenzie Tatananni at mackenzie.tatananni@barrons.com