1 00:00:00,080 --> 00:00:01,640 Speaker 1: Let's take a look at some of the stocks that 2 00:00:01,680 --> 00:00:04,600 Speaker 1: are on the move today. We're joined by Bloombergs. They 3 00:00:04,640 --> 00:00:05,800 Speaker 1: need to, so COVID, they need to. What do you 4 00:00:05,800 --> 00:00:08,160 Speaker 1: looking on? Let's start with Netflix. Obviously, that was a 5 00:00:08,200 --> 00:00:12,320 Speaker 1: big move over the weekend news we had that President 6 00:00:12,360 --> 00:00:16,480 Speaker 1: Trump plans to impose one hundred percent tariff on films 7 00:00:16,880 --> 00:00:20,120 Speaker 1: produced overseas. This is something very new, It's there are 8 00:00:20,120 --> 00:00:23,000 Speaker 1: still a lot of development. Something that's not clear is 9 00:00:23,120 --> 00:00:25,840 Speaker 1: if he plans to tax TV shows that are made 10 00:00:25,960 --> 00:00:29,960 Speaker 1: overseas for international audiences, which is like the majority of 11 00:00:30,920 --> 00:00:34,680 Speaker 1: Netflix business model. Netflix is leading the losses today, it 12 00:00:34,760 --> 00:00:37,800 Speaker 1: dropped as much as four percent. The way it works 13 00:00:37,880 --> 00:00:41,360 Speaker 1: is a lot of the movies export are exported, but 14 00:00:41,479 --> 00:00:46,080 Speaker 1: services like Netflix, Disney, Amazon, they produce shows for global audiences, 15 00:00:46,159 --> 00:00:49,879 Speaker 1: so potentially they could be impacted more by this. We 16 00:00:50,000 --> 00:00:54,600 Speaker 1: also have a headline from Bloomberg on today that Netflix 17 00:00:54,920 --> 00:00:59,160 Speaker 1: has two billion of revenue economic impact from India. So 18 00:00:59,240 --> 00:01:03,040 Speaker 1: clearly there are lots of important and international markets. But 19 00:01:03,120 --> 00:01:05,880 Speaker 1: yet the stock is up here today twenty seven percent. 20 00:01:05,959 --> 00:01:07,920 Speaker 1: So we yet to see if this will actually be 21 00:01:08,000 --> 00:01:10,039 Speaker 1: a lot of pressure for the stock going forward. So 22 00:01:10,080 --> 00:01:13,360 Speaker 1: many questions like if it's filmed overseas but edited here. Yeah, 23 00:01:13,400 --> 00:01:15,840 Speaker 1: I don't that count. And individual effects is here. But 24 00:01:16,080 --> 00:01:17,679 Speaker 1: what if you need to film something in the desert 25 00:01:17,840 --> 00:01:20,880 Speaker 1: and it doesn't really work in here? So many questions 26 00:01:21,080 --> 00:01:24,640 Speaker 1: that Netflix opening up big studio, the old Fort Monmouth 27 00:01:24,760 --> 00:01:28,679 Speaker 1: in Jersey, Jersey. You can't touch, Yeah, you can't. Obviously. 28 00:01:28,920 --> 00:01:33,080 Speaker 1: That's where my dad served as a medic and met 29 00:01:33,120 --> 00:01:39,120 Speaker 1: my moment produced. Let me thank them for that. All right, 30 00:01:39,160 --> 00:01:42,000 Speaker 1: look to bue after Netflix down two percent? About Tyson 31 00:01:42,040 --> 00:01:44,720 Speaker 1: food Let's look at Tyson Foods. They're having a really 32 00:01:44,720 --> 00:01:48,040 Speaker 1: tough day. They're down about eight percent. What's happening is 33 00:01:48,080 --> 00:01:52,280 Speaker 1: that protein producer reported mixed quarterly results. What we're seeing 34 00:01:52,480 --> 00:01:56,600 Speaker 1: is pressure in beef margins. We're seeing some strength in chicken. 35 00:01:57,440 --> 00:02:00,559 Speaker 1: I love the headline on Terminal. It says chick gains 36 00:02:00,680 --> 00:02:04,160 Speaker 1: outweigh beef losses, which I thought was quite great. The 37 00:02:04,200 --> 00:02:07,680 Speaker 1: company has been heavily lying on those elevated chicken profits. 38 00:02:07,880 --> 00:02:10,360 Speaker 1: But what they're hearing from analysts is that this space 39 00:02:10,440 --> 00:02:13,760 Speaker 1: is getting very competitive and the recent boom may have 40 00:02:13,840 --> 00:02:18,040 Speaker 1: already run out its course. So clearly the reaction is 41 00:02:18,080 --> 00:02:21,880 Speaker 1: not great. Despite the chicken margins, and the stock is 42 00:02:21,919 --> 00:02:24,280 Speaker 1: down about two percent ear todate. Of course, we have 43 00:02:24,320 --> 00:02:27,080 Speaker 1: consumer concerns. I hope. We have so many things playing 44 00:02:27,080 --> 00:02:30,280 Speaker 1: out there, so it's interesting stock to watch. Tyson. I 45 00:02:30,320 --> 00:02:32,079 Speaker 1: just think chicken, but I forgot they're in the beef 46 00:02:32,120 --> 00:02:35,600 Speaker 1: business too, So there you go. Peabody Energy Pebody Energy 47 00:02:36,120 --> 00:02:39,840 Speaker 1: jump five percent, and it's coming after the company considers 48 00:02:39,960 --> 00:02:42,080 Speaker 1: walking away from a deal we've talked a lot about. 49 00:02:42,360 --> 00:02:45,640 Speaker 1: It's the deal about acquiring Anglo Americans still making coll 50 00:02:46,160 --> 00:02:49,480 Speaker 1: This comes after a fire of one of their minds 51 00:02:49,480 --> 00:02:52,760 Speaker 1: in Australia. The mind has been shut since a gas 52 00:02:53,120 --> 00:02:57,720 Speaker 1: ignition in March, and Pebody said that it may terminate 53 00:02:57,760 --> 00:03:01,440 Speaker 1: the deal if the issue isn't result within the timeframe. 54 00:03:02,120 --> 00:03:03,960 Speaker 1: There has been a lot of back and forth on 55 00:03:04,000 --> 00:03:07,040 Speaker 1: that deal, and actually the stock has reacted positive whenever 56 00:03:07,080 --> 00:03:10,440 Speaker 1: there's been a delay. The companies previously said the acquisition 57 00:03:10,800 --> 00:03:13,600 Speaker 1: was expected to close in mid twenty twenty five, but 58 00:03:13,639 --> 00:03:15,400 Speaker 1: we're yet to see if this will actually happen.