Soitec Falls, Bayer Upgrade, Sodexo Rises

Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- AI demand and EU support can turn Europe's semiconductor niches into growth assets, but only if customers commit to buy at scale. Without big buyers, advanced chip and packaging plants risk becoming subsidized capacity without enough orders. Soitec falls as much as 6.2%
- Bayer got upgraded to buy from hold at Deutsche Bank. Bayer rises as much as 5.9%.
- Sodexo rises as much as 8.3%, the most since April 2023, after the French food services company reported third-quarter results ahead of expectations and raised its organic revenue forecast for the full year.

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