Bloomberg Podcasts · SpaceX Soars, JetBlue Plunges, Nike Declines | Stock Movers

1. 1. JetBlue fell more than 6.5% after Seaport Global Securities downgraded the airline to neutral from buy, citing that the expected reopening of Haiti's airport hasn't happened and jet fuel volatility is a disproportionate risk given elevated debt levels.
2. 2. Nike declined as UBS Evidence Lab data showed Nike brand footwear prices in the secondary sneaker market fell 2.9% year-over-year in July, with month-over-month pricing deteriorating by about 120 basis points from June's 1.7% decrease.
3. 3. AI-linked stocks rose after Anthropic told prospective investors its preliminary second-quarter revenue was $11.5 billion, at least a 14-fold increase year-over-year, and it's on track to generate annualized revenue of more than $65 billion.
4. 4. SanDisk was the top gainer in the S&P 500 and Nasdaq 100, up nearly 9% at the close, and is up 652% year-to-date, supported by its upbeat multi-year financial outlook.
5. 5. SpaceX rose about 4.5% as investment firms for ultra-wealthy individuals built up billions of dollars of exposure; more than a dozen family offices hold at least $3.8 billion in SpaceX through the first half of 2026, and Harvard has a stake of about $2.2 billion.