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Speaker 1: Bloomberg Audio Studios, podcasts, radio News.

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Speaker 2: This is the closing bell on this stock mover's report.

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Speaker 2: The companies making moves at the close of US trading

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Speaker 2: with Carol Master, Tim Stenebeck, Romain, Bostik, and Scarlet Food.

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Speaker 3: We've got about three hundred and seventy six names in

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Speaker 3: the S and P five hundred higher today, Guys one

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Speaker 3: hundred and twenty three to the downside, and Scarlett. We're

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Speaker 3: now up about three point six percent on the SMP

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Speaker 3: for the year.

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Speaker 4: Yeah, pretty incredible. Let's take a look at the sectors

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Speaker 4: and how they performed. You have eleven sectors in the

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Speaker 4: SMP and only two of them declined today. Energy lower

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Speaker 4: by one and a half percent as oil prices slump

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Speaker 4: for a second day. Consumer staples little changed on the day.

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Speaker 4: The best performers are technology, led by chip makers, financials,

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Speaker 4: also hire and communications services, all gaining at least one

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Speaker 4: point four percent on the day.

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Speaker 3: All right, a lot agree, and I'm going to get

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Speaker 3: to some big ones. Carnival was a bigger gain I

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Speaker 3: think at one point was the number one gainer in

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Speaker 3: the S and P five hundred earlier in the session,

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Speaker 3: finishing the day with a gain of about seven percent

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Speaker 3: off its highs. At one point it was up as

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Speaker 3: much as ten percent. Today, the company coming out the

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Speaker 3: crews operator, boosted its adjusted earnings per share forecast for

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Speaker 3: the full year, and it really did lift the entire group.

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Speaker 3: So we saw a lot of peers rising as well.

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Speaker 3: There were some fears if you go back about a

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Speaker 3: month or so, maybe some concerns about some of the unrest,

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Speaker 3: some of the tariffs the trade and about some of

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Speaker 3: whether or not that was going to cut back on

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Speaker 3: consumer spending. But we did see Carnival come out in

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Speaker 3: a big way today. Advanced micro Devices number two gainer

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Speaker 3: in the Nasdaq one hundred. It's up about seven percent,

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Speaker 3: just under seven percent in today's session. You might remember

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Speaker 3: yesterday we did have one Wall Street skeptic turned into

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Speaker 3: a bowl with its progress or looking at the progress

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Speaker 3: of AMD in AI chips and commuting systems. We're talking

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Speaker 3: about Mellie's research. Analyst Ben writes this upgrading AMD that

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Speaker 3: was yesterday to a buy from hold. He also raise

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Speaker 3: his price target to one to seventy five from one.

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Speaker 3: So we did see AMD up about one percent yesterday

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Speaker 3: and adding that seven percent gain in today's session, and

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Speaker 3: then Uber Technology is up about seven and a half

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Speaker 3: percent in today's session. Today beginning offering its customers driverless

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Speaker 3: waymo rides in Atlanta, so that makes it its second

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Speaker 3: market after Austin. The two companies teaming up instead of

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Speaker 3: competing against one another, so Uber definitely one of the

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Speaker 3: out performers in today's session.

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Speaker 5: Tam, all right, let's go to some of the underperformers.

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Speaker 5: I want to start with Tesla on a points basis,

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Speaker 5: the worst performer in the s and p five hundred

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Speaker 5: two point three five percent to the downside, giving back

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Speaker 5: some of yesterday's gains. Remember that stock was up more

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Speaker 5: than eight percent yesterday after the company rolled out its

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Speaker 5: long promise driverless taxi service to a handful of riders

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Speaker 5: in Austin. Well, today's shares fell. US auto safety regulators

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Speaker 5: are actually investigating incidents where Tesla's self driving robotaxis appear

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Speaker 5: to violate traffic laws during the company's first day offering

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Speaker 5: paid rides in Austin. Once again, shares now down by

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Speaker 5: today two point four percent.

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Speaker 1: I think let's take a look at the shares that

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Speaker 1: they are moving lower in the after hours trade. Their

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Speaker 1: earnings just now crossing the wire with the company saying

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Speaker 1: that it's adjusted income in the fourth quarter coming in

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Speaker 1: slightly above estimates two point oh two billion. That was

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Speaker 1: operating income figure. The street was looking for one point

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Speaker 1: nine to one adjusted EPs six dollars and seven cents.

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Speaker 1: The street on average was looking for five dollars and

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Speaker 1: eighty one cents. On the revenue side, twenty two point

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Speaker 1: two billion, and that also is a beat. Here's your

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Speaker 1: guidance going forward. The company says first quarter revenue will

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Speaker 1: grow flat to two percent. Is the guidance that they're

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Speaker 1: giving for first quarter revenue growth. The company says first

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Speaker 1: quarter adjusted EPs should come in at a range of three

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Speaker 1: dollars and forty cents to four dollars. Even the street

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Speaker 1: on average was looking for four dollars and three cents,

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Speaker 1: So that looks to be a little bit of a

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Speaker 1: miss when it comes to its outlook. The company also

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Speaker 1: saying that it's not giving a full year profit view

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Speaker 1: guys due to uncertain not global demand. And you see

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Speaker 1: the shares bouncing around from gain phloscopis back to.

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Speaker 4: Gains and a part of the fed extra right now

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Speaker 4: is really what it does with costs and how it

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Speaker 4: contains those expenses. It's worth voting here that fedexs it's

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Speaker 4: twenty twenty six couple expenditures at four and a half

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Speaker 4: billion dollars. Analysts were looking at somewhere in the neighborhood

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Speaker 4: of five point one billion, So just over five billion.

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Speaker 4: FedEx is going to be spending less in the coming

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Speaker 4: year than what analysts had anticipated.

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Speaker 3: Yeah, we've seen both FedEx and UPS having a tough time.

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Speaker 3: FedEx is down about eighteen percent year to day. UPS

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Speaker 3: is down about twenty percent. And I'm just doing a

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Speaker 3: quick check on UPS in the aftermarket. I think initially

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Speaker 3: it was a little bit lower. It's up about half

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Speaker 3: a percent. So we'll come to new track them and

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Speaker 3: look for some more color, certainly about FedEx. But yeah,

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Speaker 3: that's a big red sticky, not giving fiscally your profit

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Speaker 3: view due to uncertain global demands. So I want to

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Speaker 3: know a little bit more about what that uncertain global

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Speaker 3: demand specifically is.

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Speaker 5: Yeah, shows down about one percent, but bouncing around in

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Speaker 5: the after hours right now, wait for commentary on the.

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Speaker 2: Call as well.

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Speaker 5: I want to get back to Oh, go ahead, Romana.

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Speaker 1: I also just want to point out too, and we

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Speaker 1: should just acknowledge also the passing of Fred Smith, who

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Speaker 1: of course was the founder of this company. And they

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Speaker 1: actually lead off their press release, Paul with a nice

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Speaker 1: commentary about their late founder. Sorry about that, Tim.

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Speaker 5: Go ahead, No, it's all good. Yeah, Okay, let's go

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Speaker 5: back to some of the decliners I mentioned Tesla. I

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Speaker 5: do want to talk about RTX, formerly known as raytheon.

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Speaker 5: We did see shares of defense companies fall today. RTX

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Speaker 5: down two point seven two percent today, among the worst

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Speaker 5: performers in the S and P five hundred. Defense stocks

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Speaker 5: broadly declined as tensions appeared to cool in the Middle East,

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Speaker 5: and finally, Circle Internet shares fell by more than fifteen

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Speaker 5: percent today. It turns out the stock also goes down.

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Speaker 5: It doesn't just go up.

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Speaker 4: The companies gets a fourth time since in what public Yeah.

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Speaker 5: Shares are close to six hundred and twenty percent since

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Speaker 5: that June third IPO, but down fifteen and a half

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Speaker 5: percent today. It was issued. It was initiated at Compass

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Speaker 5: Point Research and Trading with a recommendation of neutral. The

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Speaker 5: concern is competition is expected to increase after that. Legislation

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Speaker 5: here in the US was passed once again. Circle down

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Speaker 5: fifteen and a half percent today.

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Speaker 6: All I'm taking a look at the bond market. Guys

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Speaker 6: pretty well bid all across the board pretty much the

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Speaker 6: whole day. That front end coming in by about five

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Speaker 6: basis points, the back end coming in very similar as well.

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Speaker 6: A couple of things happened. One you had FED show

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Speaker 6: Jpal making no news, so that helped. Two, you've also

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Speaker 6: had two year bond auction went all without a hitch.

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Speaker 6: Demand was actually quite strong. You had a ton of

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Speaker 6: FED speakers today, FED Governor Michael Barr the latest saying

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Speaker 6: that he does expect inflation to rise due to tariffs.

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Speaker 6: The second round effects could make tariff inflation persistent. So

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Speaker 6: sort of again talking about the different splits on how

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Speaker 6: to look at tariffs when it comes to inflation. In

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Speaker 6: one point out we get five year auction tomorrow and

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Speaker 6: then we get a seven year so together we get

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Speaker 6: like one hundred and four more billion dollars coming over

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Speaker 6: the next forty eight hours.

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Speaker 2: This stock Mover's report from Bloomberg Radio. Check back with

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Speaker 2: us throughout the day for the latest roundup of companies

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